Click any rule row to drill down into its code, logic, and AI assistant. Each rule expands to show 4 tabs: Rule Logic (visual breakdown), Code (VBS ↔ JS side-by-side), ✨ AI Assistant (describe what you need in plain English), and ⚡ Test Bed (run rules against sample data).
✕
| Rule / Setting | Category | Status | Target | Affected Fields | Impact | Actions |
|---|
Original — Desktop
VBScript
' ── Pre-Qual Auto Assign ──
' Extracted: 2026-02-28 via IBpmManager
If [4000] = "FHA" Or [4000] = "VA" Then
[CUST.ASSIGN.TO] = "Gov Team"
[CUST.PRIORITY] = "High"
ElseIf CDbl([1109]) > 750000 Then
[CUST.ASSIGN.TO] = "Jumbo Desk"
[CUST.PRIORITY] = "High"
Else
[CUST.ASSIGN.TO] = "General Pool"
[CUST.PRIORITY] = "Normal"
End If
' Notify processor
If [CUST.ASSIGN.TO] <> "" Then
[CUST.ROUTED.DATE] = Now()
End If
Desktop › CUST.ASSIGN.TO = "Gov Team" | CUST.PRIORITY = "High" | ✓ PASS (12ms)
Transpiled — Web
JavaScript
// ── Pre-Qual Auto Assign ──
// Transpiled by vbs-transpiler.js
if (fields['4000'] === 'FHA' || fields['4000'] === 'VA') {
fields['CUST.ASSIGN.TO'] = 'Gov Team';
fields['CUST.PRIORITY'] = 'High';
} else if (parseFloat(fields['1109']) > 750000) {
fields['CUST.ASSIGN.TO'] = 'Jumbo Desk';
fields['CUST.PRIORITY'] = 'High';
} else {
fields['CUST.ASSIGN.TO'] = 'General Pool';
fields['CUST.PRIORITY'] = 'Normal';
}
// Notify processor
if (fields['CUST.ASSIGN.TO'] !== '') {
fields['CUST.ROUTED.DATE'] = new Date().toISOString();
}
Web › CUST.ASSIGN.TO = "Gov Team" | CUST.PRIORITY = "High" | ✓ MATCH (2ms)
Field State After Execution — Sample Loan #2026-001847
[4000]FHA
[1109]425,000
[CUST.ASSIGN.TO]← Gov Team
[CUST.PRIORITY]← High
[CUST.ROUTED.DATE]← 2026-03-03
[CX.TOUCHES.LO]4
| Setting | Category | Production | Staging | Delta |
|---|---|---|---|---|
| Lock Expiry Days | Server Settings | 30 | 45 | Changed |
| Pre-Qual Auto Assign | Field Rules | ● Active | ● Draft | Changed |
| Fee Tolerance Threshold | Compliance | $50 | $100 | Changed |
| UW Condition Auto-Flag | Triggers | DTI > 43% | DTI > 45% | Changed |
| URLA Workbook v3.2 Template | Loan Templates | — | Present | Added |
| SmartAdvisor AI Trigger | Triggers | — | Present | Added |
| Processor Workbook Form | Custom Forms | — | Present | Added |
| Legacy QC Checklist v1 | Task Sets | Present | — | Removed |
14:32:08
Mar 3, 2026
● Toggle changed — Pre-Qual Auto Assign
14:28:41
Mar 3, 2026
● Sandbox test passed — Pre-Qual Auto Assign
13:55:12
Mar 3, 2026
● Rule edited — Lock Expiration Alert
11:20:05
Mar 3, 2026
● Package deployed — compliance-q1-2026
09:45:33
Mar 3, 2026
● Full sync completed
16:12:44
Mar 2, 2026
● Compliance guardrail blocked — TRID Timing Rule
14:08:19
Mar 2, 2026
● 6 rules promoted — Desktop → Web
80Health
12
Issues Found
320
Rules Analyzed
4,831
Fields Covered
94
Optimization Score
Categorized Issues
Broken References
3
Rules referencing deleted or deprecated fields:
BR-014 → [CUST.OLD.RATE] BR-017 → [CUST.LEGACY.FEE] BR-019 → [4200.REMOVED]
BR-014 → [CUST.OLD.RATE] BR-017 → [CUST.LEGACY.FEE] BR-019 → [4200.REMOVED]
Redundant Rules
4
Duplicate or overlapping logic detected:
BR-008 ≈ BR-012 SLA timers with identical conditions BR-004 ≈ BR-016 Fee tolerance — same threshold
BR-008 ≈ BR-012 SLA timers with identical conditions BR-004 ≈ BR-016 Fee tolerance — same threshold
Unused Settings
3
Zero User Touches in 90 days — candidates for removal:
BR-011 Lock Override BR-018 Legacy Report Custom Field [CUST.OLD.LTV]
BR-011 Lock Override BR-018 Legacy Report Custom Field [CUST.OLD.LTV]
Missing Coverage
2
High-activity fields with no governing rules:
[3533] 1,247 touches/mo No validation rule [HMDA.X92] 860 touches/mo No data check
[3533] 1,247 touches/mo No validation rule [HMDA.X92] 860 touches/mo No data check
User Touches Correlation
🔗 Settings × Usage Intelligence
Dashboard Connected
AI correlates every setting with real user activity from the User Touches dashboard — identifying which fields people actually interact with, how frequently, and whether current rules match actual operational patterns. This is the loop: what's configured vs. what's used.
Field / SettingActivity (90 days)TouchesStatus
[4000] Loan Type
4,312
Active Use
[1109] Loan Amt
3,890
Active Use
[CUST.DTI] DTI
2,104
Active Use
[3533] LTV Ratio
1,247
⚠ No Rule
[CUST.OLD.LTV]
0
No Use
[762] Lock Exp.
412
Low Use
[CUST.ASSIGN.TO]
5,821
Over-touched
AI Recommendations
🔧 Repair: 3 broken field references
Rules BR-014, BR-017, BR-019 reference fields that no longer exist in Environment 22.1. AI can remap these to their replacement fields automatically — validated against the Encompass field schema.
🔄 Consolidate: 4 redundant rules into 2
AI detected duplicate SLA timer logic (BR-008/BR-012) and overlapping fee tolerance checks (BR-004/BR-016). Merging these reduces maintenance surface while preserving all business logic. User Touches confirms both pairs are always triggered together.
📊 Coverage Gap: High-activity field [3533] unprotected
LTV Ratio field is touched 1,247 times/month by 18 users but has zero validation rules. User Touches shows 23% of entries exceed standard LTV thresholds — AI recommends a boundary validation rule to catch data-entry errors before they enter the pipeline.
🧹 Streamline: Remove 3 unused settings
BR-011, BR-018, and custom field [CUST.OLD.LTV] show zero User Touches for 90+ days across all personas. AI confirms no downstream dependencies — safe candidates for decommission, reducing the settings footprint by 0.5% and eliminating stale configuration noise.