Release Notes for API Documentation Site

Release Notes for Component Elend
Etran xsd Version: 8.1

Publication Date: 08/01/2024.

 Changes documented in SBA_ETranTypes.xsd (this file):
  1. Added this 8.1 enumeration.

Support for ETRAN-Orig and ETRAN-Servicing: Working Capital Program

Changes documented in SBA_ETranTypes.xsd (this file):  Added new XML tags for WorkingCapitalProgram. Changes documented in SBA_ETran.8.1.orig.xsd (Origination) and SBA_ETran.8.1.serv.xsd (Servicing): <
wcp - DeliveryMethodAsset
wcp - DeliveryMethodTrans
wcp - DomesticAdvPct
wcp - ForeignAdvPct
wcp - InventoryAdvPct
wcp - SBAExpRefiInd
Etran xsd Version: 8.0

Publication Date: 07/08/2024.

 Changes documented in SBA_ETranTypes.xsd (this file):
  1. Added this 8.0 enumeration.
  2. Support for Beneficial Ownership Secondary Principals.
  3. New columns for Guarantors who are an Operating Company:
    • guar - CrdScrFinCashAndEquiv
    • guar - CrdScrFinTotAsset
    • guar - CrdScrFinTotLiab
    • guar - CrdScrFinNetWorth
    • guar - CrdScrFinTotSales
    • guar - CrdScrFinEarnBefIntTx
    • guar - CrdScrFinAnnIntExp
    • guar - CrdScrFinDDABal
    • guar - PaymentsLessThanCCInd
    • guar - BooksToLenderType
    • guar - BooksToLenderWithinDays
    • guar - BusPrimCntctNm
    • guar - PrimaryPhone
    • guar - AlternatePhone
    • guar - PrimaryEmail
    • guar - AlternateEmail
    • guar - PrevGovFinInd
    • guar - BusOutstandingDebtInd
    • guar - FedDisqualifiedInd
    • guar - GamblingOrSexualNatureInd
    • guar - NonFmrSBAEmpInd
    • guar - NonLegBrnchEmpInd
    • guar - NonFedEmpInd
    • guar - NonGS13EmpInd
    • guar - NonSBACEmpInd
    • guar - IntrstOthBusinessInd
    • guar - IndctPrleProbatnInd
    • guar - ApplicantPaidFee
    • guar - RevenueAmt
    • guar - EmployeeSize
Etran xsd Version: 7.5

Publication Date: 07/05/2024.

 Changes documented in SBA_ETranTypes.xsd (this file):
  1. Added this 7.5 enumeration.

Support for ETRAN-Orig: SBA Form 1244 ETRAN modifications (Phase 2) - CDC related change. Servicing will have same change.

Changes documented in SBA_ETranTypes.xsd (this file):  Added new XML tags for Application and Hold Status. Changes documented in SBA_ETran.7.5.orig.xsd (Origination) and SBA_ETran.7.5.serv.xsd (Servicing): <
app - LenderUnderwriterEmplStatus
app - LenderUnderwriterName
app - CDCorTPLDebt
app - CDCRequestException
app - CDCRequestWaiver
app - FedAgncyCDCReqExceptionInstallPayment
app - ProjFundRelocate
app - ProjEligCDCPortfolioJobRatio
app - ProjElig504DebtRefAltJobGoal
app - Approved4PrevSpcPurpsProj
 Added new XML tags for 1244 professional license for Borrower for Origination and Servicing :
borr - ProfLicenseRequired
 Added new XML tags for 1244 professional license for Guarantor for Origination and Servicing :
guar - ProfLicenseRequired
Etran xsd Version: 7.4

Publication Date: 03/28/2024.

 Changes documented in SBA_ETranTypes.xsd (this file):
  1. Added this 7.4 enumeration.

Support for Terms and Condition - Blanket Lien for Collateral under Personal Property more generic name CollateralBlanketLien. Servicing will have same change.

Changes documented in SBA_ETranTypes.xsd (this file):  Added new XML tag CollatBlnktLn <
collatblnktln - CollateralSequenceNmb
collatblnktln - BlanketLienCd
 Added new MANDATORY Validations for 1919 Questions, effective 60 days starting from Phase 1 deployment date

 Added new XML tag LegalOrgnztnOtherTxt for Associate, Borrower, Guarantor, Principal for Origination and Servicing :
assoc - LegalOrgnztnOtherTxt
borr - LegalOrgnztnOtherTxt
guar - LegalOrgnztnOtherTxt
prin - LegalOrgnztnOtherTxt
 Added new XML tags for BusinessSpecialOwnership for Origination and Servicing :
busspcownrshp - TaxId
busspcownrshp - SpecialOwnershipCd
busspcownrshp - SpecialOwnershipOtherTxt
 Added new XML tag LegalOrgnztnOtherTxt for Associate, Borrower, Guarantor, Principal for Origination and Servicing :
assoc - LegalOrgnztnOtherTxt
borr - LegalOrgnztnOtherTxt
guar - LegalOrgnztnOtherTxt
prin - LegalOrgnztnOtherTxt
 Added new XML tags for BusinessSpecialOwnership for Origination and Servicing :
busspcownrshp - TaxId
busspcownrshp - SpecialOwnershipCd
busspcownrshp - SpecialOwnershipOtherTxt
 Added new XML tags for Borrower/Principal Form 1919 questions for Origination and Servicing :
borr - ApplicantPaidFee
borr - IntrstOthBusinessInd
borr - ExporterEstTotalSales
borr - ExporterPrincipalCountriesList
 Added new XML tags for Borrower/Principal Form 1919 questions for Origination and Servicing :
borr - ApplicantPaidFee
borr - IntrstOthBusinessInd
borr - ExporterEstTotalSales
borr - ExporterPrincipalCountriesList
guar - ExporterEstTotalSales
guar - ExporterPrincipalCountriesList
prin - PrevGovFinInd
prin - ExporterEstTotalSales
prin - ExporterPrincipalCountriesList
Etran xsd Version: 7.3

Publication Date: 10/12/2023.

 Changes documented in SBA_ETranTypes.xsd (this file):
  1. Added this 7.3 enumeration.
 Added new XML tags for Application and Hold Status. Changes documented in SBA_ETran.7.3.orig.xsd (Origination):
app - LoanApplicAppvDt
app - LoanApplicRecvDt
app - LoanApplicStatusCd
app - LoanEntryDt
app - LoanSourcTypCd
app - LoanStatusDt
app - NAICSYear
app - ProjectCountyCd
apphold - HoldStatusCd
apphold - HoldStatusCertDt
apphold - HoldStatusDescription
apphold - HoldStatusEndDt
apphold - HoldStatusStartDt
borr - EmployeeSize
borr - RevenueAmt
 Added new XML tag to set Controlling Interest Indicator. Changes documented in SBA_ETran.7.3.orig.xsd (Origination):
borr - ControlInterestInd
prin - ControlInterestInd
Etran xsd Version: 7.2

Publication Date: 09/28/2023.

 Changes documented in SBA_ETranTypes.xsd (this file):
  1. Added this 7.2 enumeration.
 Added a new XML tag for 7A ApplicationS. Changes documented here in SBA_ETran.7.2.orig.xsd (Origination) and SBA_ETran.7.2.serv.xsd (Servicing) are only applicable for 7A loans:
app - CalendarBasisCode
  1. Added this 7.2 enumeration.
 Added new XML tags for Guarantor. Changes documented in SBA_ETran.7.2.orig.xsd (Origination) and SBA_ETran.7.2.serv.xsd (Servicing) are only applicable for 504 loans:
guar - LifeInsuranceInd
guar - LifeInsuredName
guar - LifeInsuranceAmt
 Added new XML tags for StandbyAgreement for Origination and Servicing :
stbyagrmt - InjectionAuthInd
 Added new XML tags for StandbyAgreement for Origination and Servicing :
stbyagrmt - InjectionTypeCode
stbyagrmt - LineOfCreditIndicator
stbyagrmt - TermsInYears
 Added new XML tags for Collateral, CollateralLien and Borrower Contribution for Origination and Servicing :
collat - Endorsement
collat - FixtureEquipmentAppraisal
collat - MortgTaxesLiens
collat - NoExceptionMechLiens
collat - NotContMGLSec21eException
collat - PriorOpenEndLienInd
collat - RequestForNoticeInd
collat - SecureLienHolderVerifyInd
collat - StatemntNonHomesteadInd
collat - StatutoryCondPowerInd
collat - TitleAmount
collat - WithoutStdException
collat - WithoutStdSurException
collat - WithoutExceptionToHomestead
collat - WritnAgrmtPriorLienHoldInd
collat - WritnWaiverBusHomesteadInd
collat - WritnWaiverRedemptnRightInd
collat - WritnWaiverHomesteadInd
collatlien - CollatLienRevolvingInd
collatlien - CollatLienLimitAmount
borrcontrib - BorrowerContribtnSeqNmb
borrcontrib - BorrowerContribtnTypCd
borrcontrib - BorrowerContribtnAmount
 Added presave validation for actions to be restricted to SBA Users, applicable to all 504 loans Etran xsd Version: 7.1

Publication Date: 08/01/2021.

Support for Deferment "Delete" and Regenerate Schedule actions. Servicing will have same change.

 Changes documented in SBA_ETranTypes.xsd (this file):
  1. Added this 7.1 enumeration.
 Changes documented in SBA_ETran.7.1.serv.xsd (Servicing):
  1. Added few new XML tags for deferments and payment schedules in Servicing :
    defer - NextInstlmntDueDt
    gensched - PaymentFrequency
    gensched - NextInstallmentDate
    gensched - PaymentAmount
  2. Added presave validation for actions to be restricted to SBA Users, applicable to all Disaster + any other purchased guaranty LS/SS loans

Support for Loan Authorization Added new field Other Closing costs for the 504 debenture. This is entered only for 504 transactions. Servicing will have same change.

 Changes documented in SBA_ETranTypes.xsd (this file):  Changes documented in SBA_ETran.7.1.orig.xsd (Origination) and SBA_ETran.7.1.serv.xsd (Servicing):
  1. New XML tag OtherClosingCostAmt
Etran xsd Version: 7.0

Publication Date: 04/29/2021.

Support for Loan Authorization - Use of Proceeds Sub more generic name UseofProceedsSub. Servicing will have same change.

Changes documented in SBA_ETranTypes.xsd (this file):
  1. Added this 7.0 enumeration.
Changes documented in SBA_ETran.7.0.orig.xsd (Origination):
  1. Added new XML tag UseOfProceedsSub for 504 types in Origination
Changes documented in SBA_ETran.7.0.serv.xsd (Origination):
  1. Added new XML tag UseOfProceedsSub for 504 types in Servicing
Etran xsd Version: 6.6

Publication Date: 04/29/2021.

Support for ITIN certification indicator added. XML tag EINCertInd has been replaced more generic name TaxIdCertind. They reside under the Borrower,Principal,Guarantor and Associate. Servicing will have same change.

Changes documented in SBA_ETranTypes.xsd (this file):
  1. Added this 6.6 enumeration.
Changes documented in SBA_ETran.6.6.orig.xsd (Origination):
  1. Changed XML tag EINCertInd to TaxIdCertInd for 4 participant types in Origination (same will be done in Servicing)
Release Notes for Component Micoloan
Microloan xsd Version: 1.3

Publication Date: 02/17/2022.

Changes documented in SBA_MicroloanTypes.xsd (this file):
  1. Added this 1.3 enumeration.
Changes documented in SBA_MicroloanOrigination.1.3.xsd (Origination):
  1. Added new child elements to Loan,Added Economic Distressed Area Indicator.
Microloan xsd Version: 1.2

Publication Date: 07/14/2020.

Changes documented in SBA_MicroloanTypes.xsd (this file):
  1. Added this 1.2 enumeration.
Changes documented in SBA_MicroloanOrigination.1.2.xsd (Origination):
  1. Added new child elements to Loan,Added Number of Current Employees and Rural Urban Indicator .
Microloan xsd Version: 1.1

Publication Date: 02/27/2017.

Changes documented in SBA_MicroloanTypes.xsd (this file):
  1. Added this 1.1 enumeration.
Changes documented in SBA_MicroloanOrigination.1.1.xsd (Origination):
  1. Added new child elements to Loan, Added Currently on Parole/Probation Indicator and Online lending indicator.
Changes documented in SBA_MicroloanServicing.1.1.xsd (Servicing):
  1. Added many new child elements to Loan.
Microloan xsd Version: 1.0

Changes documented in SBA_MicroloanTypes.xsd (this file):
  1. Added this 1.0 enumeration.
Changes documented in SBA_MicroloanOrigination.1.0.xsd (Origination):
  1. Added many new child elements to Loan,Primary Borrower Related, Borrower Business Related (Give if BusinessPersonInd is B.),Borrower Person Related (Give if BusinessPersonInd is P.) and UseOfProceeds (purpose of the loan).
Changes documented in SBA_MicroloanServicing.1.0.xsd (Servicing):
  1. Added many new child elements to Loan.

For some of the major milestones in Elend versions, please refer to XML Application Implementation Issues