Select/Deselect Smart Checklist Items

Lenders use SmartChecklists to track their loan servicing practices. Note the following regarding Checklists:

• Smart checklists are created at the entity-level and then apply to each loan individually.
• Users can manually complete smart checklist items; or, users can use Rules Applied to automatically complete them when rule criteria is met.
• This request manually marks smart checklist items as completed.

For an example of how smart checklists work within the UI, take a look at our Checklists article.

Database

For more information on smart checklist database tables, see the following articles:

• Database – Checklist Entity (checklist_entity)
• Database – Tenant Checklist Entity (tenant_checklist_entity)
• Database – Tenant Checklist Category Entity (tenant_checklist_category_entity)
• Database – Checklist item Entity (checklist_item_entity)
• Database – Checklist Item To Checklist Entity Map (checklist_item__entity)

{
     "ChecklistItemValues": {
          "results": [
               {
                    "checklistItemId": 5,
                    "checklistItemValue": 0
               }
          ]
     }
}