Batch Update

The Encompass Lending Platform supports batching multiple loan updates into a single request. Use batching to quickly update the value of one or more fields in a set of loans. It is significantly faster than opening the individual loans and setting the field values.


Keep the following points in mind when working with batch updates:

  • Because batch updates can be used to bypass rules, it can only be invoked by a user with Administrator access to the system.
  • Triggers associated with the fields will not be invoked.
  • Business rules, such as Field Access and Loan Access rules, are ignored. All field values will be updated without regard to the rules in place.
  • Calculations are not performed, regardless of whether they are standard Encompass calculations or custom field calculations.