Order Management Release Notes – March 3, 2025

System events for this release:

• SIT/UAT: 11:00 CST – EOD

• Production and Refresh: 10:00 pm CST – 3:00 am CST

SIT/UAT Release Notes – 03/03/2025

7 Updates (4 Enhancements, 3 Fixes)

Enhancements

• OM-13474 (Epic: OM-13485) — Prevent Title Order – No Product Found when Provider and Product not Given (API/XML) This enhancement updates logic so that Lenders receive the error message "Unable to create order: None of the Providers associated with your account support the Product determined by the supplied loan criteria" when an API order does not include a Provider or product type, and no Provider is found that supports the recommended product.

• OM-12512 (Epic: OM-12485) — Prevent Title Order – No Provider Found when Provider not Given (API/XML) This enhancement updates logic so that Lenders receive the error message "Unable to create order: None of the Providers associated with your account support the Product determined by the supplied loan criteria" when an API order does not include a Provider and a Product Decision is requested but no Provider is found that supports the recommended product.

• OM-14461 — Remove Status Event from Dropdown when not Enabled for Lender to Receive (OM Web & Application) This enhancement removes a status event from the Provider's Add Status dropdown if the Lender does not want to receive an update for that status. Currently, the option is available for the Provider to select, but they are not able to submit it. This enhancement removes that option altogether.

• OM-14485 — Create a Title Order Summary Report (OM Web & Application) This enhancement creates a new report type for Title Providers to view a summary report of their orders based on Ordered Date, State, and Client. The name of this new report is 'Summary Turn Time Report' and can be found by clicking on the 'Reports' hyperlink in the top navigation bar.

Fixes

• OM-14452 — Provider Dashboard Appraisal Active Orders Discrepancy (OM Web & Application) This fix updates logic so that the number on the Provider's Dashboard 'Active Orders' Column chart matches the number displayed on the Active Order pipeline list. Prior to this fix, the Provider's Dashboard 'Active Orders' Column chart did not match the number of orders displayed on the Active Order pipeline list.

• OM-14507 — Secondary Monitor Display Issue for Provider Search Popup (OM Web & Application) This bug fixes the issue where the popup for the Provider Search was being displayed on the User's secondary monitor. The popup will now be displayed in the center of the User's primary monitor.

• OM-14685 — APN TaxID Formatted as Datetime (OM Web & Application, Encompass) This bug fixes the issue of incorrect data being sent to Encompass for the APN. The system was erroneously sending a date instead of the APN.