Pipeline Solutions Mortgage Services Interface

The Pipeline Solution's Services menu provides a way for you to interface with other systems. A Service consists of a file export or import event and an optional delivery event. For example, you can design a service to export a file in the FannieMae DO/DU format and then deliver that file to a wholesale lender via the Internet or Email. 

From the Pipeline Solutions desktop, select the Services option from the Main Menu.

The system will display the Services Wizard dialog. This screen provides options for managing services. From this screen you can launch a service, edit the service properties and add or delete a service.

Creating a New Service

To create a new service, select the Services option from the Main Menu and click on the Add button. The system will display a blank Service Properties sheet where you will enter the various options for the Service you are designing. Refer to the previous section to learn more about properties and options of a Service.

The Properties of a Service

Service Properties contain the detailed settings or parameters that tell the system what to do when the Service is run. For example, you may want the Service to export a loan file in a particular format and then Email that file to an Internet Mail recipient. In the Service Properties you can define the export file type, Email address, subject line and message text.

To inspect or edit the Properties of a Service, select an entry in the list of Services and click on the Properties button. The system will then display the Service Properties dialog.

Service Properties

Service Name
The name or description of the Service. You can enter any comment or description in this field to help describe the Service. 

Run Program
Enter the location and file name of an optional external program that you want the Service to execute after a file export or import. 

File Action
Choose the file interface you want the Service to perform; the system can export or import files.

Export Action
Choose the type of action you want the Service to perform after exporting a file. You can select one of the following actions:

None
Export to Disk and don't do anything

Website
Export to Disk and go to a website

Email
Export to Disk and attach the file to an Email

FTP
Export to Disk and send the file to an Internet site via FTP

Action Tabs

Export
If the Service is designed to export a file, select the type of file, location and file mask or name for each export file. 

Import
If the Service is designed to import a file, select the type of file, location and file name or file mask. 

Website
If you want the system to connect to a website after exporting, enter the website URL in the field provided. 

Email
If you want the system to send the exported file as an attachment to an Email, enter the Email address, subject line and message text in the fields provided.

FTP
If you want the system to send the exported file to an Internet site via FTP, enter the site server address, upload directory, and user name and password in the fields provided.

Removing a Service

To permanently remove a service from the list, select the Remove button and the system will confirm the deletion.

Running a Service

To run a service, first open a loan file for an export type service or close a file if one is opened for an import service. Next, pick one of the services from the list and click OK. The system may ask you some additional information before completing the Service.