Import Wizard Settings

This section contains information about managing system administrator access to fields that control default settings for the import wizard. It also contains information about the section that enables system administrators to establish import wizard default settings for customers and related entities.

To control administrator access to import wizard settings

Super administrators use the Defaults->MARQ™ portal Import Settings->Import Wizard Settings field to control whether administrators can access the Import Wizard Settings section and change default settings. Take the following path from the Lending Cloud Locator menu to access the field:

Defaults -> System Administration -> Functionality Groups -> Select Functionality Group -> Locator Menu / Page Access -> Defaults

To provide administrators with access to the Import Wizard Settings section and the ability to update default values, super administrators select the check box for the Defaults
->MARQ™ portal Import Settings->Import Wizard Settings field. If a super administrator clears the check box, the field will not appear on the Defaults menu for administrators.

To select default settings for the import wizard

System administrators use fields in the Import Wizard Settings section to establish default values for customers, related entities, and financial statements imported from the MARQ™ portal into Lending Cloud.

Take the following steps to update import wizard default fields:

1. From the Lending Cloud menu, select Defaults -> MARQ™ portal Import Settings -> Import Wizard Settings.

2. Set the fields in the following sections on the page:

Entity
Related Entity - Individual
Related Entity - Business

Note Instructions for selecting default MARQ portal-related balance sheet models appears in the Setting Up MARQ Portal-Related Balance Sheet Models section.

Note Instructions for selecting default MARQ portal-related income/expense models appears in the Setting Up MARQ Portal-Related Income/Expense Models section.

Entity

Use the fields in the following table to choose default values for the corresponding fields on the New Customer Setup page.

Name	Description
Type of Analysis	This required field identifies the type of method used for analysis of data for a new customer. Select the button for the appropriate analysis type. The read-only check box controls the ability of users to change the analysis type. Clearing the box enables users to select a different analysis type.
Entity General Information Model	This required field identifies the model used for the display of general information for a new customer. Select the appropriate model from the drop-down list. The read-only check box controls the ability of users to change the model for general information. Clearing the box enables users to select a different model.
Balance Sheet Model	This required field identifies the model used for the display of balance sheet details for a new customer. Select the appropriate model from the drop-down list. The read-only check box controls the ability of users to change the model for balance sheet data. Clearing the box enables users to select a different model.
Income / Expense Model	This required field identifies the model used for the display of income / expense details for a new customer. Select the appropriate model from the drop-down list. The read-only check box controls the ability of users to change the model for income / expense data. Clearing the box enables users to select a different model.

Related Entity - Individual

Use the fields in the following table to choose default values for the corresponding fields in step 2 of the import wizard for individuals who are a related entity.

Name	Description
Type of Analysis	This required field identifies the type of method used for analysis of data for individuals who are a related entity. Select the button for the appropriate analysis type. The read-only check box controls the ability of users to change the analysis type. Clearing the box enables users to select a different analysis type.
General Information Model	This required field identifies the model used to create the related entity record for individuals. Select the appropriate model from the drop-down list. The read-only check box controls the ability of users to change the model for the related entity record. Clearing the box enables users to select a different model.
Entity General Information Model	This required field identifies the model used to create the stand-alone customer record for individuals who are a related entity. Select the appropriate model from the drop-down list. The read-only check box controls the ability of users to change the model for the stand-alone customer record. Clearing the box enables users to select a different model.

Name

Description

Type of Analysis

This required field identifies the type of method used for analysis of data for individuals who are a related entity. Select the button for the appropriate analysis type.

The read-only check box controls the ability of users to change the analysis type. Clearing the box enables users to select a different analysis type.

General Information Model

This required field identifies the model used to create the related entity record for individuals. Select the appropriate model from the drop-down list.

The read-only check box controls the ability of users to change the model for the related entity record. Clearing the box enables users to select a different model.

Entity General Information Model

This required field identifies the model used to create the stand-alone customer record for individuals who are a related entity. Select the appropriate model from the drop-down list.

The read-only check box controls the ability of users to change the model for the stand-alone customer record. Clearing the box enables users to select a different model.

Use the fields in the following table to choose default values for the corresponding models for personal financial statements selected in step 3 of the import wizard for individuals who are a contact or guarantor.

Name	Description
Balance Sheet Model	This required field identifies the model used for the display of balance sheet details for individuals who are a contact or guarantor. Select the appropriate model from the drop-down list. The read-only check box controls the ability of users to change the model for balance sheet data. Clearing the box enables users to select a different model.
Income / Expense Model	This required field identifies the model used for the display of income / expense details for individuals who are a contact or guarantor. Select the appropriate model from the drop-down list. The read-only check box controls the ability of users to change the model for income / expense data. Clearing the box enables users to select a different model.

Name

Description

Balance Sheet Model

This required field identifies the model used for the display of balance sheet details for individuals who are a contact or guarantor. Select the appropriate model from the drop-down list.

The read-only check box controls the ability of users to change the model for balance sheet data. Clearing the box enables users to select a different model.

Income / Expense Model

This required field identifies the model used for the display of income / expense details for individuals who are a contact or guarantor. Select the appropriate model from the drop-down list.

The read-only check box controls the ability of users to change the model for income / expense data. Clearing the box enables users to select a different model.

Related Entity - Business

Use the fields in the following table to choose default values for the corresponding fields in step 2 page of the import wizard for businesses that are a related entity.

Name	Description
Type of Analysis	This required field identifies the type of method used for analysis of data for businesses that are a related entity. Select the button for the appropriate analysis type. The read-only check box controls the ability of users to change the analysis type. Clearing the box enables users to select a different analysis type.
General Information Model	This required field identifies the model used to create the related entity record for businesses. Select the appropriate model from the drop-down list. The read-only check box controls the ability of users to change the model for the related entity record. Clearing the box enables users to select a different model.
Entity General Information Model	This required field identifies the model used to create the stand-alone customer record for businesses that are a related entity. Select the appropriate model from the drop-down list. The read-only check box controls the ability of users to change the model for the stand-alone customer record. Clearing the box enables users to select a different model.

Name

Description

Type of Analysis

This required field identifies the type of method used for analysis of data for businesses that are a related entity. Select the button for the appropriate analysis type.

The read-only check box controls the ability of users to change the analysis type. Clearing the box enables users to select a different analysis type.

General Information Model

This required field identifies the model used to create the related entity record for businesses. Select the appropriate model from the drop-down list.

The read-only check box controls the ability of users to change the model for the related entity record. Clearing the box enables users to select a different model.

Entity General Information Model

This required field identifies the model used to create the stand-alone customer record for businesses that are a related entity. Select the appropriate model from the drop-down list.

The read-only check box controls the ability of users to change the model for the stand-alone customer record. Clearing the box enables users to select a different model.

Use the fields in the following table to choose default values for the financial statements selected in step 3 of the import wizard for businesses that are a related entity.

Name	Description
Balance Sheet Model	This required field identifies the model used for the display of balance sheet details for businesses that are a related entity. Select the appropriate model from the drop-down list. The read-only check box controls the ability of users to change the model for balance sheet data. Clearing the box enables users to select a different model.
Income / Expense Model	This required field identifies the model used for the display of income / expense details for businesses that are a related entity. Select the appropriate model from the drop-down list. The read-only check box controls the ability of users to change the model for income / expense data. Clearing the box enables users to select a different model.

Name

Description

Balance Sheet Model

This required field identifies the model used for the display of balance sheet details for businesses that are a related entity. Select the appropriate model from the drop-down list.

The read-only check box controls the ability of users to change the model for balance sheet data. Clearing the box enables users to select a different model.

Income / Expense Model

This required field identifies the model used for the display of income / expense details for businesses that are a related entity. Select the appropriate model from the drop-down list.

The read-only check box controls the ability of users to change the model for income / expense data. Clearing the box enables users to select a different model.

Lending Cloud © 2025 Moody's Analytics Solutions, LLC and/or its licensors and affiliates. All rights reserved.	Moody's Analytics
	1-800-264-0787
	Email Support