Add required fields to reporting database

1. Add the following fields to the reporting database
   
   
   CX.MI.BLEND.ID.BORROWERS
   CX.MI.BLEND.ID.LOAN
   CX.MI.BLEND.REQUESTS
   CX.MI.BLEND.SEND.TO.BLEND
   Documentation on reporting database can be found from Ellie Mae here
2. Verify all fields are in the reporting database
   • On the integration page, Click Settings
     
     
     
   • Click Integration Check at the bottom of the settings panel
     

Configure for Multiple Blend Instances

If you have multiple Blend instances there are a few other things that need to be done.

1. Add the following field to the reporting database
   
   CX.MI.BLEND.INST.ID
   Documentation on reporting database can be found from Ellie Mae here
2. Create a field trigger that populates this field based on whatever criteria is applicable to your business to send the loan to the correct Blend instance.
   • The field trigger should populate CX.MI.BLEND.INST.ID with one of your Blend instances
   • The field trigger should only populate CX.MI.BLEND.INST.ID if the field doesn't already have a value
   • CX.MI.BLEND.INST.ID can't be a calculated field since the Auto-Push Service sets this field when the loan is created in Encompass with the correct Blend instance
   Documentation on field triggers can be found from Ellie Mae here