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Viewing Investor Business Rules and Business Rule History

Use this feature to view a rule's history within an investor business rule type. The history reflects the modifications made to the business rule.

If you are a super administrator, the following steps require logging into the master servicer company NIS and then using the proxy feature to act as the actual servicer.

To view an investor business rule history:

1. On the toolbar, point to Client Maintenance, Guideline Maintenance and click Configure Guidelines.
2. Click the Investor Business Rules tab.

   The Manage Business Rule Engines screen appears.

3. Under the Type Name column, click Investor Business Rule Exceptions.

   The Manage Investor Business Rule Exceptions Rule Sets screen appears.

4. To search for rules with specific parameters, click Search Rules.
5. To see a list of rules associated with a rule set, click the View Rules link next to the specific rule set.

   The Edit Business Rule Order window appears.

6. Click the View Rule Set History link.

   The Rule Set History window appears.A View Changes link appears if a rule set was updated.

7. Click the View Changes link.

   The old and new values appear in the Name, Description, and Order sections.

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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