Product Hatching Ideas

Aliasing Investor and Products, Keeping guides complete.

Joe Mueller from Prime Source called and asked if it was possible to alias one product from an investor without aliasing the investor. Their goal is to rename just the 30yr conforming product by Impac. Currently we have no ability to alias one product for one investor. Aliasing the investor would be the other route to accomplish this but when an investor gets aliased LO's lose access to the "Product Cross Reference" on the side panel and they lose access to the larger guides for all the investors not just Impac.

They still can access the smaller star guides however on the product tab after running a scenario. The customer does not want their LO's to lose access to the larger guides and the full product cross reference. Currently the larger guides contain the investors name in the headings and throughout the guides. I think the best way for us to meet the customers request is to be able to scrub the larger guides to remove the watermarks/ banners from bulletins/expanded guides. Moving forward as we begin to maintain these guides is it possible for us to remove any identifying information from the expanded guides?

Another thing to think about when tying investor product names to Marksman's naming convention is the product types. Example being an ALT program being linked to Conf 30 Yr Libor I/O 10/1 ARM, is actually a conforming product for another investor US Bank. Aliasing them as a whole is not an option and they aren't the same product type.

If companies have products removed from display this should be congruent with what is shown in Product Cross reference
  • Lori Rezac
  • Mar 24 2017
  • Moved to Prioritzation
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    Lori Rezac commented
    March 24, 2017 21:24
    jared.nielsenJared Nielsen added a comment - Sep 18, 2014 03:53 PM - edited
    PM Meeting Takeaways:
    -Fundamental issue stems from obscure products of which we are using old product types to serve as place holders instead of having the appropriate products available (using a quick band-aid)
    -Work with Mike to see what he has in the mix with DIG to fix the fundamental issue which could resolve what core issue of this ticket.
    liz.shehornElizabeth Shehorn added a comment - Sep 29, 2014 01:39 PM
    High Tech Lending also requested this feature this morning.
    kyra.garciaKyra Garcia (Inactive) added a comment - Sep 29, 2014 01:40 PM
    -Amerisave would like this option as well
    krista.odbertKrista Odbert (Inactive) added a comment - Jan 12, 2016 10:26 AM
    Need to attach to existing strategic ticket in DNA for this project. This is something we would want to do with the rates page redesign.
  • Melody Vaccaro commented
    April 11, 2017 14:16

    I've heard this feature being requested for this type of use: 
    Alias conforming and govt,  but keep unmasked for non conforming products as one non conf 30 isn't the same as all the others, including tiers.