Product Hatching Ideas

Need to hide pricing details in Calyx Point export pop up

When an LO, who has the profit tab hidden, exports pricing in Point, the data verification pop up shows base price and SRP. Since they have access to the rate sheet adjustments, they can easily calculate company profit.  We need to keep them from being able to do that by following the user's privileges with this export.

  • Dennis Lollman
  • May 25 2017
  • Shipped
Rating BOB-4
Revenue or Retention? Retention
Workaround Present No
Impact to Existing Customers Multiple
Customer ID(s) 15uhlc01, 21pres01, 39fmtg01
Business Value 3 - Important to moderate number, moderate impact on brand, moderate competitive advantage
Urgency 3 - Moderately time constrained
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    Lori Rezac commented
    June 9, 2017 17:43

    Profitability information causes problems for those who should not have access to it.  The broker can do the math to determine the profit of the loan.  This is a blocker for someone using the integration (30 customers).  It was mentioned this was an oversight in the initial build rather than a bug.

    Josh is to review the API documentation and note his findings.

  • Josh Lehr commented
    June 14, 2017 12:38

    Verified with Calyx team, there is no way to hide the values from being shown to the user.  If we want to fix this, we will have to stop passing the values back to Calyx.

  • David Plott commented
    June 22, 2017 16:40

    In response to Josh's question. If we don't pass the value based on the user settings, then the information wouldn't be there for the secondary desk either. We can definitely make a change, but it would probably effect the information available to the secondary desk.