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Reviewing Existing Investor Line Item Guidelines

Use this feature to search for and review existing investor line item guidelines.

Investor published date and comments are viewable to users assigned to the Servicer Guideline Management permission.

1. On the toolbar, point to Client Maintenance, Guideline Maintenance, and click Configure Guidelines.

   The Configure Guidelines screen appears.

2. Click the Investor Line Item tab.
3. Select the search options.
4. To include expired guidelines, select Show Expired.
5. To include line item mapping guidelines, select Show Mappings.
6. Click Search.

   The Configure Guideline screen refreshes with the search results.

7. To view the history of an investor guideline, click the Manage button corresponding to the line item you want to view.

   The Manage Guideline window displays the history content within the Investor Guideline History section.

8. In the Published Date/Comment column, click the View Details link.

   The Investor Published Date Information window appears.

   The Investor Guideline History is view-only. Although there is an Add button on the Manage Guideline window, this button is only a shortcut to creating servicer guidelines of the same type. The reason for this design is to help facilitate the creation of servicer guidelines.

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Confidential, Proprietary and/or Trade Secret
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Copyright 2024 Intercontinental Exchange, Inc. All Rights Reserved
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Confidential, Proprietary and/or Trade Secret
TM SM Registered Trademark(s) of Intercontinental Exchange, Inc. or a subsidiary or affiliate
Copyright 2024 Intercontinental Exchange, Inc. All Rights Reserved
ICE | Privacy Notice