DMS

Actors

• Loan Processor
• Loan Origination System (LOS)
• Electronic Content Management Repository (ECM)

Description
A loan processor requests the upload of a package to a document repository containing all documents related to an originated loan transaction.

Assumptions and Preconditions

• The Loan Processor is properly set up in both the LOS and the ECM, and has access rights assigned to her user accounts for both.
• The LOS has produced or has access to a set of document files related to a particular loan transaction in a standard format.
• The Loan Processor is logged into the LOS and has selected a list of the documents associated with the desired loan transaction.

Postconditions
All document files associated with the loan, together with any metadata needed to search for them, are stored and accessible on the ECM.

Normal Flow

1. The Processor selects an option to send the selected documents to the ECM.
2. The Processor provides the name of the folder that is to hold the documents on the ECM.
3. The LOS creates a MISMO-compliant request to the ECM.
   1. The LOS logs into the ECM using credentials provided by the Processor.
   2. The ECM grants access to the LOS and provides permission to its repository.
   3. The LOS sends a message including the following:
      • The desired location, name and other metadata for the desired folder to hold the documents
      • The embedded or referenced content stream and all necessary metadata for each document.
   4. The ECM returns MISMO-compliant response, including the status of each step of its process
4. The LOS displays the status of the upload request to the Processor.