Release Notes for API Documentation Site

Release Notes for Component Elend
Etran xsd Version: 9.1

Publication Date: 07/21/2025.

 Changes documented in SBA_ETranTypes.xsd (this file):
  1. Updated this 9.1 enumeration.

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

     Added new XML tags for LienHldrNameType. Changes documented in SBA_ETran.9.1.orig.xsd (Origination) and SBA_ETran.9.1.serv.xsd (Servicing): <
  2. Added following new tag from LoanApplication (ETRAN-Orig) and Loan (ETRAN-Serv):
    • collatlien - LienHldrNameType
    3. Etran xsd Version: 9.0

    Publication Date: 06/04/2025.

     Changes documented in SBA_ETranTypes.xsd (this file):
    1. Updated this 9.0 enumeration.
    2. Removed the following tags from LoanApplication (ETRAN-Orig) and Loan (ETRAN-Serv):
      • app - FrnchiserBooksInd
      • app - FrnchiseDeferPymtInd
      • app - FrnchiseDeferPymtMonths
      • app - FrnchiseWarnTermInd
      • app - FrnchiseOpporCureInd
    3. Support for Principal Spousal Ownership reporting (ETRAN-Orig and ETRAN-Serv):
      • perreltn - FamMemTaxId1
      • perreltn - FamMemTaxId2
      • perreltn - RelTyp
    Etran xsd Version: 8.2

    Publication Date: 02/06/2025.

     Changes documented in SBA_ETranTypes.xsd (this file):
    1. Updated this 8.2 enumeration.

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

     Added new XML tags for NonStandardText. Changes documented in SBA_ETran.8.2.orig.xsd (Origination) and SBA_ETran.8.2.serv.xsd (Servicing): <
    nonstdtext - NonStandardTextSeq
    nonstdtext - NonStandardText
    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: 8.1

    Publication Date: 12/16/2024.

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

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

    LoanAppNm has a limit of 80 characters. This is causing the legal trust name to be incorrectly truncated and not correctly reflect on loan docs. Loans with this situation require a 327 to correct the trust name to the full legal name as it should be reflected on the loan docs. Request was made to expand the character limit and trust names within ETRAN-servicing from 80 to 250 chars.

    Changes documented in SBA_ETranTypes.xsd (this file):  Updated existing XML tags for LoanName to accept chars upto 250. Changes documented in SBA_ETran.8.1.orig.xsd (Origination) and SBA_ETran.8.1.serv.xsd (Servicing): <
    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