Importing Rates for Prepay Tables

Use this information to import rates for basic, mortgage, and advanced prepay tables.

  1. Navigate to Setup > Prepay Tables.
  2. Select Basic Tables, Mortgage Tables, or Advanced Tables to import rates for that table type.
  3. Select Import Rates.
    This option is only available if the current month is selected for the selected What If model.
    The Import Rates page opens.
  4. Select Data Includes Headers if your imported file includes headers.
  5. Select the Select CSV to browse to and select the file to import.
  6. Select a Decimal Adjustment option.
  7. Modify the column headers in the imported grid as needed to assign the rates to the correct table columns and scenarios.
    Import files for mortgage prepay tables can include the Coupon and Age columns. Import files for advanced prepay tables can include the Time Period column.
  8. Select Start to begin importing rates.
You are notified when the importing process is completed. Existing values are only overwritten when new values are imported successfully. An Exceptions and Exclusions report is generated if there is invalid data that fails to import.
If an Exceptions and Exclusions report is generated due to invalid data, then view the report and resolve the issues before reimporting the rates.