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GT Portal v. 2.0 Data Delivery

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Presentation on theme: "GT Portal v. 2.0 Data Delivery"— Presentation transcript:

1 GT Portal v. 2.0 Data Delivery
December 2008

2 Summary of Enhancements
Account Surveillance Enhancements New delinquent category (X-Day) – accounts 3-29 days past due are now identified as ‘X-Day’ and not delinquent to remain consistent with overall corporate delinquency reporting. Delinquent accounts are those 30+ days past due. Account import filter – Account lists imported into the portal through ‘Account Selection’ can take advantage of the portfolio filter capability offered for accounts contained within the servicing system (using portal ‘Advanced Search’ capability)

3 Summary of Enhancements
Data Delivery Feature Produce and Delivery Ad-Hoc Files Creates and delivers payment history and collector comment files (standard format) Creates and delivers custom loan (ad-hoc) file based upon available portal account surveillance attributes. Account attributes organized (displayed) by account surveillance portal page category Requested data files may contain entire universe of accounts or filtered subset determined by portal advanced search capability Created custom file layout(s) can be saved for subsequent reuse Provides access to available files for 90 days Deliver Scheduled files Delivers requested/scheduled files produced by Green Tree investor reporting. Results in “one-stop” shopping to acquire all data files produced by Green Tree (except those produced from ABS web-site)

4 Portal Data Delivery Workflow
Request new File(s) User specification (universe). Universe exists of either all accounts in portfolio, universe created based upon latest portfolio search, or account universe based upon content of previous search. User specification (file type). Up to (3) files may be concurrently requested; standard payment and comment files, and ad-hoc loan account data file. Submit file requests. All specified files are submitted to the server in real-time. Portal provides messaging regarding file build progress and remaining time to complete. File processing. Files are processed in the background even if the portal session is terminated. Using portal status messaging, users will be made aware of when files are available for retrieval (download). Retrieve Available File(s) Two folders available for file retrieval: Scheduled data files. Select file folder under ‘Client Reports’ to view data files produced on a scheduled basis outside of the portal –most likely by GreenTree investor reporting (may be currently available through GTVault) Ad-hoc data files. Files displayed are those produced from portal requests initiated by authorized user(s) within user’s ownership group. Select from the list of files located in the ‘Requested Files’ directory.

5 Portal Data Delivery - Introduction
File directory section Client Reports Scheduled files created external from the portal most likely by GreenTree Investor reporting. Click the folder to view available files. Select the desired file to open and view contents. Requested Files Files requested through the portal that have been processed and available for viewing/download. Requested files in Progress Files requested via the portal that are yet to complete. System will provide real-time status via ‘Refresh’ feature. File request section Select Accounts Controls the universe of accounts that will be contained within processed file. User may receive either entire portfolio, list of accounts based upon latest account search, or the universe of accounts from a previously saved search. Select Account Files Select one or more of the available file types. ‘Account Data File’ provides the ability to define a custom file layout that can be saved for repeated use. Comment and payment files contain standard data attributes. Note: The portal will not govern the amount of data returned. Certain files, especially comment files can get very large and could hamper browser functionality if PC memory is inadequate.

6 Portal Data Delivery – Specify an Account File (New Layout)
If an account data file is selected – Use the File Layout builder to define a custom file layout. Data attributes may be viewed by selecting the desired field. Fields are organized similarly to how they are displayed on the portal surveillance page. GT account number is automatically selected for inclusion in the file. When a field is selected by indicating a check in the desired field, it is automatically moved into the ‘Field Order’ grid. The arrow keys can be used to subsequently control the order by which fields are contained in the file.

7 Request the specified account file
Once fields are selected, A default file name is presented. Change the file name to any desired Name. Use the ‘Create File(s)’ button To begin the file creation process If you wish to save this layout, Enter a name in the ‘Layout Name’ Section and press ‘Save’. The layout will be available to retrieve For subsequent files. Use ‘Delete’ to remove a previously saved layout from the system.

8 Process the specified file (Universe = All accounts)
Once the ‘Create File’ button is invoked, the file process begins. This request is to produce a download for all accounts in the ownership universe (4395 accounts). Note that the ‘Current Search’ option is disabled if portfolio search parameters have not been indicated (using ‘Account Selection’) prior to navigating to ‘Data Delivery’. The ‘Requested Files in Progress’ indicator can be used to follow progress of the file creation process. When the file is complete, the file name will move to the ‘Requested Files’ section of the directory display.

9 Request a file – Portfolio Filter example
This request is to produce a download file for all California loans in a foreclosure status. After invoking ‘Search’ to populate the results grid – Select the link to directly navigate to the ‘Data Delivery’ page.

10 Specification of Comment and Payment files
We have requested a ‘Comments’ and ‘Payment’ file for the 178 accounts retrieved through the search engine. The ‘Current Search’ account universe selection is defaulted with the 178 selected accounts indicated.

11 Processing File Requests Filtered Universe for Comment/Payment Files
Once the ‘Create File’ function is invoked – The system indicates that (2) files have been requested and both of the file requests are displayed in the ‘In Progress’ location of the page.

12 Files Complete and Ready for View
When files are complete, the file names are displayed under the ‘Requested Files’ directory identified by the name entered during the file creation process. Comment and Payment files have the phrase ‘Comments’ and ‘Payments’ appended to the specified file name. The default file name is user-id, date and time (at file request time). Double-click the file name under ‘Requested Files’ to open the file. All files open as Excel documents.


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