LockBox Converter Settings

General

This article goes over how to configure tenant settings for the LockBox Converter. To use the LockBox Converter, see Using LockBox Converter.

Changing Settings

To change LockBox Converter settings for a tenant, go to Settings > Company > Import > LockBox Settings. Each setting can be edited by clicking the edit symbol. Please note that the converter will need to be restarted for the changes to take effect.

For every field except loanIdRegex and loanIdRegexRep you can enter in text that will be the value of the field in the resulting import file. The name of the field directly correlates to the output file column (with the exception of loanIdRegex and loanIdRegexRep). This means that the values should follow the specifications for the payment import file (see Import Example (Payments)). Below are some examples:

Value
Output
add
add
tx.prinicpalonly
tx.prinicpalonly

 

Furthermore, you can use special values to get information about the current payment from the lockbox record (listed below).

Special values

For every field except loanIdRegex and loanIdRegexRep there are several special values that you can use. Special values are based on information for a record, such as the date or the loan id. The special values are as follows:

  • {acct_id} – Use this to get the loan ID
  • {pay_amt} – Use this to get the payment amount
  • {date} – Use this to get the payment date
  • {uid} – Creates a unique ID for the payment using the payment date and a four digit number
  • {guid} – Creates a large unique ID for the payment

Multiple special values can be used, as well as normal values.

Examples

For example, assume that Loan 4123 gets a payment on the 25th of April, 2017 for $58.92. Below is a table of what each value would return:

Value
Result
{acct_id}
4123
{pay_amt}
58.92
{date}
04/25/2017
{uid}
042520175321
{guid}
543219875321
{acct_id} – {date}
4123 – 04/25/2017

 

Regex

For loanIdRegex and loanIdRegexRep there are some special rules. First, these two fields don’t directly correlate to any output fields in the LoanPro Import file. Instead, they tell the parser how to parse the LockBox file to find the account ID and how to format it. This is important since each account ID is 16 characters in the lockbox file, but may be less in LoanPro. Second, you cannot use Special Values in regex fields. Instead, loanIdRegex and loanIdRegexRep use Regex.

Since the converter has to be able to work with many different lockbox file formats, the converter uses Regex or Regular Expressions to perform the conversion. Regex are commonly used in situations where textual patterns need to be found and operated on, such as finding the loan ID in a lockbox file. There are several different formats for Regex. The LockBox converter uses the .NET standard by Microsoft. Detailed documentation can be found at https://msdn.microsoft.com/en-us/library/az24scfc(v=vs.110).aspxloanIdRegex specifies what to match (and any capture groups). Whatever loanIdRegex matches will be replaced. loanIdRegexRep tells the converter what to replace matches with.

Some basic examples:

loanIdRegex
loanIdRegexRep
Input
Result
000\-0
\-
GH78493000-500QR
GH78493-00QR
\d
A
GH78493000-500QR
GHAAAAAAAA-AAAQR
(\d)
_$1
GH78493000-500QR
GH_7_8_4_9_3_0_0_0-_5_0_0QR
(\d*)-\d
_$1_
GH78493000-500QR
GH_78493000_00QR
(\w*)(\d)-\d
_$1\-minus\-$2_
GH78493005-500QR
_GH7849300-minus-5_00QR

Leave A Comment?