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Viewing Investor Business Rule Sets and Rule Set History

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

You must be configured to the Servicer Guideline Management permission group in order to view the investor business rules and rule set history.

To view an investor business rule set:

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. In the View Rules column, click the View Rules link for the rule set you want to view.

   The Edit Business Rule Order screen appears.

5. Click the View Rule History link.

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

6. Click the View Changes link.

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

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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