Fields Cleared on Refresh
Application Process fields
- On Hold
- Signature Request Id
- Signature Id (Applicant)
- Signature Status (Applicant)
- Application Due
- Application Invited
- Eligibility Determined
- Application Started
- Eligibility Determination Days
- Application Start Days
- Application Cycle Days
- Application Submitted
- Approval Expiration
- Application Submitted (Date Time)
- Application Days Edit Application Days
- Portal Visits
- Most Recent Portal Visit
- Total Required Documents
- Total Required Documents In Review
- Total Action Required Documents
- Documents Reviewed Edit Documents Reviewed
- Document Review Days Edit Document Review Days
- Document Requests
- Document Request Due
- Documents Corrected
- Document Correction Days
Financial History
- Expected Income Changes
- Expected Income Changes (Description)
Future functionality for Taxes
Assets
- Date
- Value
- Income from Asset
- Upcoming Year Withdrawals
- Asset Status
Reset to Unlocked- Excluded Assets will be deletedÂ
- Explanation
Retrigger income from assets / imputed income
Debts
- Date
- Balance Due
- Debt Status
Reset to Unlocked- Excluded Debts will be deletedÂ
- Explanation
Income
- Calculation Explanation
- Calculation Locked On (Internal Use)
- Date
- Pay Period Average Pay
- Pretax Income Last Year
- Year To Date Income
- Income Source Status
- Reset to Unlocked
- Excluded Income Sources will be deleted
- Explanation
Delete Income Source Employment End Date not blank and Annually Recurring = False then delete Income Source since it is in the past.
Required Documents
Applicant Directions (Approved with Action, Questions / Answers)
Updates on Reset
- Application Status = Invited
- AMI
- Max AMI Calc Type
- Max AMI%
- Min Calculation Type
- Min AMI%
- Min Income
- Max Assets
- Min Assets
- Max Household Size
- Min Household Size
- Application Due Date
- Passbook Rate