Business Rules and Validation

Business rules define whether the application has sufficient information to submit to the Lender. The business rules for Expert are based on standard business policies and procedures recommended by lenders and insurance providers.

When an application is saved, Expert validates it against the business rules. Clicking the Validate button () or the OK button () on an application screen opens the Validation Results screen. If the application does not meet the business rules, this screen lists the violations and provides short explanations of what is required.

There are two types of business rules:

Critical Error - the application cannot progress until the details are changed to meet the business rule. Therefore these types of errors are known as Hard Stops.

Warning - there is a problem, but the application can progress to the next stage. Therefore these types of errors are known as Soft Stops. Note that a Soft Stop may become a Hard Stop later in the processing.