This API provides the ability to retrieve a list of roles that an Encompass user can perform based on their persona and user group affiliation.
About Roles in Encompass
Roles carry out loan tasks in the workflow. A role (such as Loan Officer) can be associated with each milestone in the workflow. For example, when tasks are completed at the Processing milestone, the loan is handed off (assigned) to the loan team member who will fulfill the Underwriter role.
A role can consist of multiple personas and user groups. For example, the Loan Officer role can include a junior loan officer and senior loan officer persona. If you assign a user group to a role, all members of the group will have access to a loan when it is assigned to the role.
© ICE Mortgage Technology, Inc. All rights reserved.