GT Portal Version 2.0 Data Delivery December 2008 Summary of Enhancements Account Surveillance Enhancements
Account Surveillance Enhancements
Data Delivery Feature
Produce and Delivery Ad-Hoc Files
Deliver Scheduled files
User specification (universe). Universe exists of either all accounts in portfolio, universe created based upon latest portfolio search, or account universe based upon content of previous search.
User specification (file type). Up to (3) files may be concurrently requested; standard payment and comment files, and ad-hoc loan account data file.
Submit file requests. All specified files are submitted to the server in real-time. Portal provides messaging regarding file build progress and remaining time to complete.
File processing. Files are processed in the background even if the portal session is terminated. Using portal status messaging, users will be made aware of when files are available for retrieval (download).
Retrieve Available File(s)
Two folders available for file retrieval:
Scheduled data files. Select file folder under ‘Client Reports’ to view data files produced on a scheduled basis outside of the portal –most likely by GreenTree investor reporting (may be currently available through GTVault)
Ad-hoc data files. Files displayed are those produced from portal requests initiated by authorized user(s) within user’s ownership group. Select from the list of files located in the ‘Requested Files’ directory.Portal Data Delivery Workflow
File directory section
Scheduled files created
external from the portal
most likely by GreenTree
Investor reporting. Click the
folder to view available files.
Select the desired file to open
and view contents.
Files requested through
the portal that have been
processed and available
Requested files in
Files requested via the
portal that are yet to complete.
System will provide real-time
status via ‘Refresh’
File request section
Controls the universe
of accounts that will
be contained within
User may receive either
entire portfolio, list of
accounts based upon
latest account search, or
the universe of accounts from a previously saved
Select Account Files
Select one or more of
the available file types.
‘Account Data File’
provides the ability to
define a custom file
layout that can be
saved for repeated use.
Comment and payment
files contain standard data attributes.
Note: The portal will not govern the amount of data returned. Certain files, especially
comment files can get very large and could hamper browser functionality if PC memory is
If an account data file is selected –
Use the File Layout builder to define
a custom file layout.
Data attributes may be viewed by
selecting the desired field.
Fields are organized similarly to
how they are displayed on the
portal surveillance page.
GT account number is automatically
selected for inclusion in the file.
When a field is selected by indicating a
check in the desired field, it is
automatically moved into the ‘Field
The arrow keys can be used to subsequently
control the order by which fields are
contained in the file.
Once fields are selected,
A default file name is presented.
Change the file name to any desired
Use the ‘Create File(s)’ button
To begin the file creation process
If you wish to save this layout,
Enter a name in the ‘Layout Name’
Section and press ‘Save’.
The layout will be available to retrieve
For subsequent files.
Use ‘Delete’ to remove a previously
saved layout from the system.
Once the ‘Create File’ button is invoked,
the file process begins.
This request is to produce a download
for all accounts in the ownership
universe (4395 accounts).
Note that the ‘Current Search’ option is
disabled if portfolio search parameters have
not been indicated (using ‘Account Selection’)
prior to navigating to ‘Data Delivery’.
The ‘Requested Files in Progress’ indicator
can be used to follow progress of the
file creation process.
When the file is complete, the file name
will move to the ‘Requested Files’ section
of the directory display.
This request is to
produce a download file
for all California
loans in a foreclosure
After invoking ‘Search’
to populate the results
Select the link to directly
navigate to the
‘Data Delivery’ page.
We have requested a ‘Comments’ and
‘Payment’ file for the 178 accounts
retrieved through the search engine.
The ‘Current Search’ account universe
selection is defaulted with the 178
selected accounts indicated.
Once the ‘Create File’ function is invoked –
The system indicates that (2) files have
been requested and both of the
file requests are displayed in the
‘In Progress’ location of the page.
When files are complete, the file names
are displayed under the ‘Requested Files’
directory identified by the name entered
during the file creation process.
Comment and Payment files have the phrase
‘Comments’ and ‘Payments’ appended to the
specified file name.
The default file name is user-id, date and time
(at file request time).
Double-click the file name under ‘Requested Files’
to open the file.
All files open as Excel documents.