The Load Approval feature explained | eligible.ai
Reading:
The Load Approval feature explained

Image

Search the Knowledgebase

Search

The Load Approval feature explained

March 12, 2021

Once you submitted your data to us, our Data Team went through a thorough checking process, carefully scanning each of your records to ensure there were no red flags or missing information…

However, sometimes, s*** happens, and there’ll be a missed expiry date here or a duplicated phone number there… This is where Load Approval comes in to save the day! We’ll load all the data that we can for you into the system so that you can enjoy the benefits from the earliest opportunity, and then show you which of your data entries we need to be reviewed, resolved or classified before ingestion. 

Log in, click on the file uploader (cloud and arrow icon), then click ‘Load Approval’ and ‘All items’. This will take you to a list of the data entries that our system flagged for review. 

Don’t panic – entries are at an applicant-level, rather than mortgage-level, so if you’ve got multiple applicants, this list could shrink down twice as fast as you’d expect!


Click on a row to see details of the consumer and issue.

Red errors are ‘hard issues’ missing compulsory fields that we’ll need you to fill in for us to upload the record.

Yellow “i”s are ‘soft issues’ – items for review, such as duplicate consumer names or contact details.

Blue “?”s are issues that we’re looking for you to help us classify, such as ‘we think this is a further advance rather than a new mortgage’…

Make any changes straight into the highlighted text boxes and click the save button in the top right of your screen. Once you’re ready, click ‘submit’ changes to finish. If there’s anything you’re unable to fix or change, please click ‘unable to fix’ in the top right and let us know where you need our help.

After you’ve submitted your changes, we’ll run it through another data cleansing process and get the records added to the system.

Happy data validating!

Did you find this article helpful?
0 out of 0 found this helpful
Still have questions? Open a Support Ticket

Related Stories

Arrow-up