// --- 1. DEFINE ALL YOUR FUNCTIONS FIRST --- function hideElementsOnTargetPages() { try { const titlesToHideOn = [ "AutomatIQ® Borrower Portal","Araya™", "Credco™", "Income Analysis", "Encompass® Desktop", "Credco.com", "Encompass® Web", "Frequently Asked Questions", "Support", "Get Started", "Administration", "Valuation Modernization","AppraisalPort®","Appraisal Scope®", "Araya Administration","Property Intelligence","Market Intelligence","AutomatIQ® Borrower", "Collateral Management System®","Collateral Investigate","LoanSafe™","Mercury Network™", "Portfolio Intelligence and Monitoring","RealView®","SmartFees™","Tax Transcripts", "Overview of Changes","Verification of Employment & Income (VOE/I)","Mortgage Cadence Portal", "Content Under Construction","Documentation Help", "Mercury Network® - Vendor", "Overview of Valuation Modernization Changes for Appraisal Scope®", "Mercury Network®", "Overview of Valuation Modernization Changes for AppraisalPort®", "Mercury Network® - VMP, Client", "Overview of Valuation Modernization Changes for Collateral Management System®", "Mercury Network® - Secure", "Araya Frequently Asked Questions","Araya Support","OneHomeowner", "Portfolio Intelligence & Monitoring (Legacy)","Appraisal Scope® - AMCs","FAQs About Portfolio Intelligence & Monitoring", "Verification of Assets (VOA), Assets Analysis & Cash Flow Analysis","Cotality Help & Product Education Center Terms and Conditions", "FAQs for Araya", "FAQs About OneHomeowner", "Precision Marketing", "FAQs for Property Intelligence", "Property List", "FAQs for Property List", "PIM Templates", "Loan Quality Debt Monitoring (LQDM)","Digital Product Enablement Guide", "Live Product Training: Credco™", "Live Product Training: Income Analysis","Facilitating the Transition to UAD 3.6 on Mercury Network®", "FAQs About Income Analysis", "FAQs About Verification of Assets", "Frequently Asked Questions About Appraisal Scope®", "FAQs About Vendor", "FAQs About VMP Client", "FAQs About Secure", "FAQs About LoanSafe™", "FAQs About Verification of Employment & Income", "FAQs About Loan Quality Debt Monitoring", "FAQs About SmartFees™", "FAQs About Credco", "Mercury Network® - VMP Client", "FAQs About Collateral Investigate", "FAQs About Collateral Management System®", "Support for SmartFees™", "Support for Loan Quality Debt Monitoring", "Support for LoanSafe™", "Support for Credco", "Support for Income Analysis", "Support for Verification of Assets", "Support for Verification of Employment and Income", "Support for Collateral Investigate","Commercial Tax Portal™", "Appraisal Scope® - Clients", "FAQs","Support","Title Order Management","Collateral Investigate™", "Climate Risk", "Growth Intelligence", "Lost Leads Analysis", "AVM Composer", "Parcel Intelligence", "Payoff Analysis", "Propensity Intelligence", "Portfolio Intelligence & Monitoring", ]; const articleTitleElement = document.querySelector('h1.article-title'); if (articleTitleElement) { const fullTitleText = articleTitleElement.textContent.trim(); if (titlesToHideOn.includes(fullTitleText)) { // 1. Hide the "Listen" button const listenButton = document.querySelector('.player-state-btn'); if (listenButton && listenButton.parentElement) { listenButton.parentElement.style.display = 'none'; } // 2. Hide the Article Summary const summarySection = document.querySelector('d360-article-summary'); if (summarySection) { summarySection.style.display = 'none'; } // 3. NEW: Hide the Related Articles section const relatedArticles = document.querySelector('d360-related-articles'); if (relatedArticles) { relatedArticles.style.display = 'none'; } } } } catch (e) { console.error("Error in hideElementsOnTargetPages:", e); } } // --- 2. PERSISTENT WATCHER --- function setupPersistentWatcher() { const titleElement = document.querySelector('head > title'); if (titleElement) { const observer = new MutationObserver(hideElementsOnTargetPages); observer.observe(titleElement, { childList: true }); } let lastUrl = location.href; setInterval(() => { const currentUrl = location.href; if (currentUrl !== lastUrl) { lastUrl = currentUrl; hideElementsOnTargetPages(); } }, 500); } // --- 3. RUN ON LOAD --- document.addEventListener('DOMContentLoaded', function() { // Run the hiding function first to ensure elements are removed before other scripts move them hideElementsOnTargetPages(); // Move related articles ONLY if they are still visible (not hidden by the code above) try { const relatedArticles = document.querySelector('.related-articles-container'); const contentBlock = document.querySelector('.content_block_text'); // Check if it exists AND is not hidden if (relatedArticles && contentBlock && relatedArticles.parentElement.style.display !== 'none') { contentBlock.insertAdjacentHTML('beforeend', '

'); contentBlock.appendChild(relatedArticles); } } catch (e) { console.error("Error moving related articles:", e); } // Rest of your tile and carousel logic... try { const articleTiles = document.querySelectorAll('.article-tile'); articleTiles.forEach(tile => { tile.style.cursor = 'pointer'; tile.addEventListener('click', function() { const linkElement = this.querySelector('a[href]'); if (linkElement) { window.location.href = linkElement.getAttribute('href'); } }); }); } catch (e) { console.error("Error making article tiles clickable:", e); } setupPersistentWatcher(); }); // --- 4. CAROUSEL LOGIC --- document.addEventListener("DOMContentLoaded", function() { const intervalTime = 5000; let carouselInterval; const radios = document.querySelectorAll('.carousel-container input[type="radio"]'); const totalSlides = radios.length; let currentIndex = 0; function nextSlide() { for (let i = 0; i < totalSlides; i++) { if (radios[i].checked) { currentIndex = i; break; } } const nextIndex = (currentIndex + 1) % totalSlides; radios[nextIndex].checked = true; } if (totalSlides > 0) { carouselInterval = setInterval(nextSlide, intervalTime); const container = document.querySelector('.carousel-container'); if (container) { container.addEventListener('mouseenter', () => clearInterval(carouselInterval)); container.addEventListener('mouseleave', () => carouselInterval = setInterval(nextSlide, intervalTime)); } } }); /*Increase Size of Widget Icon*/ /* ====================================================================== Please do not modify content in this function | dmarsh@cotality.com ====================================================================== */ (function (doc360) { 'use strict'; // Track the observer instance internally to prevent duplicate binding cycles let stageObserver = null; /** * GLOBAL TEXT ENGINE CONFIGURATION */ const SYSTEM_NOTICES = { matrix: "

System Note: Matrix configurations vary by market region. The fields, parameters, and structural components documented in this article represent the master interface framework; specific module layouts, tool naming conventions, or data blocks may differ or be customized based on your local Board or Association configuration updates.

", realist: "

System Note: Realist core public records and map parameters are sourced directly from regional municipal tax authorities. The structural data fields, tracking criteria, and reporting features documented in this article represent the master system framework; specific data availability, naming conventions, or property history deep-links will vary based on your local county guidelines and disclosure laws.

" }; // Google Apps Script Deployment ID URL const GOOGLE_RELAY_URL = "https://script.google.com/macros/s/AKfycbweCQ-inpFn7-cqZgvX7osgFiyqdyklSsamlx-ZFw8pN4_3skas454_lV6KajbnZWrxIg/exec"; /** * Pillar 1: Presentation Handler * Harvests the live SAS-refreshed URL from the scoped .d360_media-block container and renders it to the side-stage */ doc360.loadMediaToStage = function (trigger, stageTarget) { if (!trigger || !stageTarget) return; // 1. Locate the scoped media container const mediaBlock = trigger.closest('.d360_media-block'); const asset = mediaBlock ? mediaBlock.querySelector('img, video, iframe') : null; if (!asset) return; // 2. Read live properties directly from the asset element let mediaUrl = asset.getAttribute('src'); const mediaType = trigger.getAttribute('data-media-type') || 'image'; const mediaAlt = asset.getAttribute('alt') || trigger.getAttribute('data-media-alt') || 'Product Media Stage Asset'; const parentRow = trigger.closest('.d360_step-row'); const badge = parentRow ? parentRow.querySelector('.d360_badge') : null; const stepNum = badge ? badge.getAttribute('data-badge') : '1'; // 3. Highlight active trigger const wrapper = trigger.closest('.d360_article-wrapper'); if (wrapper) { wrapper.querySelectorAll('.d360_stage-trigger').forEach(link => { link.classList.remove('d360_trigger-active'); }); } trigger.classList.add('d360_trigger-active'); stageTarget.setAttribute('aria-busy', 'true'); // 4. Clear existing content to prevent audio loops stageTarget.innerHTML = ''; let assetHtml = ''; if (mediaType === 'image') { assetHtml = `

`; } else if (mediaType === 'video' || mediaType === 'iframe') { if (mediaUrl.includes('youtube.com/watch?v=')) { mediaUrl = mediaUrl.replace('youtube.com/watch?v=', 'youtube.com/embed/').split('&')[0]; } else if (mediaUrl.includes('youtu.be/')) { mediaUrl = mediaUrl.replace('youtu.be/', 'youtube.com/embed/'); } assetHtml = ``; } stageTarget.innerHTML = ` ${assetHtml}

Viewing step ${stepNum} ${mediaType} - ${mediaAlt}

`; stageTarget.setAttribute('aria-busy', 'false'); }; // --- GLOBAL DOM INTERACTION ROUTINES --- document.addEventListener('click', function (event) { const trigger = event.target.closest('.d360_stage-trigger'); if (!trigger) return; event.preventDefault(); const stageTarget = trigger.closest('.d360_article-wrapper')?.querySelector('.d360_media-side .d360_stage-target'); if (stageTarget) { doc360.loadMediaToStage(trigger, stageTarget); } }); /** * Pillar 2: Workspace Core Scanner * Scans .d360_media-block elements to assign tooltips, ARIA definitions, and auto-initialize the initial stage */ doc360.initializeStageController = function () { document.querySelectorAll('.d360_article-wrapper').forEach(article => { article.querySelectorAll('.d360_step-row').forEach(row => { const instruction = row.querySelector('.d360_main-instruction'); const stepTitle = instruction ? instruction.textContent.trim() : ''; row.querySelectorAll('.d360_stage-trigger').forEach(trigger => { trigger.setAttribute('role', 'button'); trigger.setAttribute('data-tooltip', 'Displays in media side-stage'); if (trigger.getAttribute('data-media-type') === 'image') { trigger.setAttribute('aria-haspopup', 'dialog'); } if (!trigger.getAttribute('data-media-alt')) { const block = trigger.closest('.d360_media-block'); const asset = block ? block.querySelector('img, video, iframe') : null; const assetAlt = asset ? asset.getAttribute('alt') : null; trigger.setAttribute('data-media-alt', assetAlt || stepTitle); } }); }); article.querySelectorAll('a:not(.d360_stage-trigger)').forEach(link => { const href = link.getAttribute('href') || ''; if (href.startsWith('http')) { link.setAttribute('data-tooltip', 'Opens webpage in a new tab'); } else if (href && !href.startsWith('#')) { link.setAttribute('data-tooltip', 'Navigate to system article'); } }); const firstTrigger = article.querySelector('.d360_stage-trigger'); const stageTarget = article.querySelector('.d360_media-side .d360_stage-target'); if (firstTrigger && stageTarget && stageTarget.children.length === 0) { doc360.loadMediaToStage(firstTrigger, stageTarget); } }); }; /** * Pillar 3: Asynchronous Watchdog (The Self-Healer) */ doc360.setupStageObserver = function () { if (stageObserver) return; stageObserver = new MutationObserver(function (mutations) { const stageTarget = document.querySelector('.d360_media-side .d360_stage-target'); const noticeTarget = document.querySelector('.d360_system-notice'); const clientDocTarget = document.querySelector('.d360_client-doc:not([data-fetched="true"])'); // Added target check if (stageTarget && stageTarget.children.length === 0) { doc360.initializeStageController(); } if (noticeTarget && noticeTarget.children.length === 0) { doc360.injectSystemNotices(); } if (clientDocTarget) { // Auto-heals client content if loaded dynamically doc360.fetchClientDocs(); } }); stageObserver.observe(document.body, { childList: true, subtree: true }); }; /** * Pillar 4: Dynamic Global Injector */ doc360.injectSystemNotices = function () { const noticeTargets = document.querySelectorAll('.d360_system-notice'); if (noticeTargets.length === 0) return; noticeTargets.forEach(target => { const matrixProductWrapper = target.closest('.d360_product-matrix'); const realistProductWrapper = target.closest('.d360_product-realist'); if (realistProductWrapper) { target.innerHTML = SYSTEM_NOTICES.realist; } else if (matrixProductWrapper) { target.innerHTML = SYSTEM_NOTICES.matrix; } }); }; /** * Pillar 5: Remote Content Fetcher (Client Doc Sync) * Scans for .d360_client-doc containers, fetches Google Doc HTML, and injects it linearly. */ doc360.fetchClientDocs = function () { // Find containers that haven't been fetched yet const containers = document.querySelectorAll('.d360_client-doc:not([data-fetched="true"])'); if (containers.length === 0) return; containers.forEach(container => { const docId = container.getAttribute('data-doc-id'); if (!docId) return; // Mark as in-flight so the MutationObserver doesn't trigger duplicate fetch calls container.setAttribute('data-fetched', 'true'); fetch(`${GOOGLE_RELAY_URL}?docId=${docId}`) .then(response => response.text()) .then(html => { const parser = new DOMParser(); const doc = parser.parseFromString(html, 'text/html'); // Target Google Doc's inner body container const content = doc.querySelector('#contents') || doc.body; // Smooth native linear injection container.innerHTML = content.innerHTML; container.setAttribute('aria-busy', 'false'); }) .catch(err => { console.error('d360 Client Sync Error:', err); container.innerHTML = '

Unable to load custom client updates at this time.

'; }); }); }; /** * Pillar 6: Onboarding Module (Pendo + Apps Script Prototype) * Fetches user metadata and updates display elements independently. */ doc360.onboarding = function () { 'use strict'; const GOOGLE_ONBOARDING_URL = "https://script.google.com/macros/s/AKfycbyuFC5qxpl2oLUIh7ey4A3JxDqrWiAcli6PsAKmEG6gjZL5Ie9i_hxAxFtOfke2owvdzA/exec"; let hasFetched = false; function formatSlugToTitle(slug) { if (!slug) return "N/A"; return slug .split('-') .map(word => word.charAt(0).toUpperCase() + word.slice(1)) .join(' '); } // Safe Base64 Payload Extractor function getPayloadFromUrl() { try { const urlParams = new URLSearchParams(window.location.search); let dataParam = urlParams.get('data'); // Cache to sessionStorage if parameter exists if (dataParam && dataParam.trim() !== "") { sessionStorage.setItem('matrix_onboarding_data', dataParam); } else { // Fallback to cached session data dataParam = sessionStorage.getItem('matrix_onboarding_data'); } if (!dataParam) return null; let standardBase64 = decodeURIComponent(dataParam).replace(/-/g, '+').replace(/_/g, '/'); while (standardBase64.length % 4) standardBase64 += '='; const jsonStr = decodeURIComponent(escape(atob(standardBase64))); return { raw: dataParam, parsed: JSON.parse(jsonStr) }; } catch (e) { console.warn("d360: Metadata extraction failed", e); return null; } } function initInstantMetadata() { const payloadObj = getPayloadFromUrl(); const localData = payloadObj ? payloadObj.parsed : null; const nameTarget = document.querySelector('#d360_user-name'); const systemTarget = document.querySelector('#d360_system-id'); const groupTarget = document.querySelector('#d360_user-group'); if (localData) { if (nameTarget) nameTarget.textContent = localData.fullName || localData.userId || "N/A"; if (systemTarget) systemTarget.textContent = localData.system || "N/A"; if (groupTarget) groupTarget.textContent = localData.group || "N/A"; } else { if (nameTarget) nameTarget.textContent = "N/A"; if (systemTarget) systemTarget.textContent = "N/A"; if (groupTarget) groupTarget.textContent = "N/A"; } } window.navigateToMatrixGuide = function(url) { if (window.opener && !window.opener.closed) { try { window.opener.location.href = url; window.opener.focus(); return false; } catch (e) { window.open(url, '_blank'); } } else { window.open(url, '_blank'); } }; function runFetch() { if (hasFetched) return; const tableBody = document.querySelector('#d360_guides-table-body'); if (!tableBody) return; hasFetched = true; initInstantMetadata(); const payloadObj = getPayloadFromUrl(); if (!payloadObj || !payloadObj.raw) { tableBody.innerHTML = 'Please launch onboarding from Matrix to view your assigned guides.'; return; } const fetchUrl = `${GOOGLE_ONBOARDING_URL}?data=${payloadObj.raw}`; fetch(fetchUrl) .then(response => response.json()) .then(data => { if (tableBody && Array.isArray(data.guidesProgress)) { tableBody.innerHTML = ''; if (data.guidesProgress.length > 0) { const groupedFeatures = {}; data.guidesProgress.forEach(guide => { const feat = guide.feature || "General"; if (!groupedFeatures[feat]) groupedFeatures[feat] = []; groupedFeatures[feat].push(guide); }); Object.keys(groupedFeatures).forEach(featureName => { const headerRow = document.createElement('tr'); headerRow.innerHTML = ` 📁 ${featureName} `; tableBody.appendChild(headerRow); groupedFeatures[featureName].forEach(guide => { const totalSteps = guide.totalSteps || 0; const stepsCompleted = guide.stepsCompleted || 0; const isCompleted = guide.isCompleted; const statusText = isCompleted ? "Completed" : "In Progress"; const statusColor = isCompleted ? "#2b8a3e" : "#e67700"; const guideLink = (guide.permalink && guide.permalink !== "#") ? `${guide.guideName}` : `${guide.guideName}`; let articleCellContent = 'N/A'; if (guide.articleSlug && guide.articleSlug.trim() !== "") { const slug = guide.articleSlug.trim(); const articleUrl = `https://docs.cotality.com/docs/${slug}`; const formattedTitle = formatSlugToTitle(slug); articleCellContent = `${formattedTitle}`; } const tr = document.createElement('tr'); tr.innerHTML = ` ${guideLink} ${totalSteps} ${stepsCompleted} ${statusText} ${articleCellContent} `; tableBody.appendChild(tr); }); }); } else { tableBody.innerHTML = 'No onboarding guides assigned to your role.'; } } }) .catch(err => { console.error('d360 Onboarding Fetch Error:', err); tableBody.innerHTML = 'Error loading guide progress. Please try refreshing.'; }); } let pollAttempts = 0; const pollTimer = setInterval(function() { pollAttempts++; if (document.querySelector('#d360_user-name') && document.querySelector('#d360_guides-table-body')) { clearInterval(pollTimer); runFetch(); } if (pollAttempts > 20) clearInterval(pollTimer); }, 200); }; doc360.onboarding(); document.addEventListener('DOMContentLoaded', function () { doc360.initializeStageController(); doc360.injectSystemNotices(); doc360.fetchClientDocs(); // fetch Google Docs on initial page load doc360.onboarding(); // Pendo/Matrix Onboarding doc360.setupStageObserver(); }); })(window.doc360 = window.doc360 || {});

How to Review the Portfolio Records Dashboard on PIM

Overview

Reviewing the Portfolio Records Dashboard