Order Management Release Notes — October 5, 2022

Product Release Notes: October 5, 2022

Enhancement Overview

Enhancement Detail

User Bulk Upload Updates (OM-4138) Updates include additional data to the user bulk load functionality, designed to increase efficiency by reducing manual entry: Require Change; Suppress New User Email (SSO) – Non-Encompass; SSO – Disable Web Log-In.

Valutrust "Inspection Only" (OM-4261) This story ensures when a lender client orders the Inspection Only appraisal product from ValuTrust Solutions via API or the Web, CCOM sends the following optional data values, if present, in the order XML to Valutrust Solutions: FNMA Case ID, FHLMC Case ID.

CSRF protection for – Notes, Documents, and Invoice Screens (OM-4165) Implemented Sitewide Cross-Site Request Forgery (CSRF) protection for the following UIs: Title Order Notes, Appraisal Order Notes, Order Document Uploads, Invoice screens.

Replaced Bing Service with Google Maps Service for Geocoding and Static Map (OM-4176) All "Property Report" documents now have a Google Maps image instead of Bing Maps.

Enable X-Frame-Options CustomHeader (OM-4182) Recently DevOps enabled customHeaders ([name='X-Frame-Options', value='SAMEORIGIN']) in all lower environments – QAPRE, QAFT, Staging and SIT servers – which caused iFrame logins to fail; this was resolved by disabling it. This story implements a proposed code change (CustomXFrame attribute extension), so the system successfully authenticates the portal via iframe with the customHeader enabled.

Appraisal detail service — Google Buckets (OM-4015) This story makes any necessary libraries and configurations to use the Google Buckets, and to also understand the AppraisalDetailService flow and its usage on the Webportal.

Added New Title Products – Web UI Title Order (OM-2846) This enhancement supported the new title products to be ordered via the title order UI, including: Title Commitment/Binder, Attorney Opinion Letter, Deed Report, Title Report, Property Report, Closing and Escrow, Notary Closing, Closing Only. The product dropdown selections available are based on those configured by each lender and provider.

New Title Products – API (OM-3700) Enhanced functionality to allow lenders to send specific product types in the API order request beyond closing and title and closing only supported today. New title products include: Title Commitment/Binder, Attorney Opinion Letter, Deed Report, Title Report, Property Report, Closing and Escrow, Notary Closing, Closing Only.

New Title Products – Order Completed Status (OM-3662) This story created a new title status for when either of the following documents were received from the title provider: Deed Report, Title Report. We also added a system-generated Order Completed status, following whatever document or event was selected as a trigger for that client. The generation of the Order Completed status caused the order to move from the active tab to the completed tab on the title order grid.

Added New Title Products – Web UI Title Fee (OM-3721) This story enhanced the Fees UI to reflect the title product configurations set up for the client on the Admin UI.

New Title Products – Title Grid (OM-3692) Due to adding multiple new title products to the CCOM platform, this work added a new column for product type to the title grid tabs (Title Active, Completed, Archive, Pre-Alloc), like how the appraisal tabs work today.

New Title Products Configuration – Admin Lender UI (OM-4115) Enhancement that built out admin functionality to allow CCOM to configure, for each lender: which title products will appear in their product dropdowns on the title order, edit, and fees UI; which document, when received from the provider, will move the order to a completed status; and when a title order will be archived (45 or 60 days) due to inactivity or order cancellation. Inactivity is defined as: no status change, no document uploaded, no note entered.

New Title Product – Alta Jr. & Limited Coverage Product – Create New Doc Type (OM-4116) Enhancement that created a new document type to support a lender ordering the new title product "Alta Jr." and "Limited Coverage Product" via the UI or API. This functionality ensures the documents are, among other critical documents, when received, update the title order status, and can be configured to move the title order to complete.

New Title Products – Provider/Lender Mapping Alta Jr. & Limited Coverage Product (OM-4168) Enhancement for each title product to be configured to send the provider-determined correct product ID in the title order. Also added the ability to include or exclude clients in the product ID configuration based on client ID.

New Title Products Configuration – Admin UI Alta Jr. & Limited Coverage Product (OM-4167) Enhancement that added the Alta Jr. and Limited Coverage products to the Alta Admin UI.

New Title Products – Allocation Title State Table UI (OM-3223) Enhancement that added a product type dropdown to the allocation Title State table + Add Table UI.

New Title Products – Allocation Copy (OM-3702) This story continued to support our added title products, adding the product type to the "copy from" tab on the Title State Allocation table.

New Title Products – Document Status – Alta Jr. & Limited Coverage Product (OM-4177) As we expand the number of title products that can be ordered via CCOM, we created a new status, "order completed," that is visible on the order status UI immediately after an event trigger (usually a document) defined by the lender is received, signaling the end of their title process with CCOM. The "order completed" status moves the order from the active tab to the completed tab on the title order grid.

New Doc Types – Mapping to Encompass (OM-4170) Added the Title Report document, Alta Jr. document, and Limited Coverage Product document uploaded to the designated eFolder in Encompass.

Fixed Issues

Title Misc, corrupt document (OM-3958) Updated functionality to ensure that when a document tag is received with no filename or file stream data, the document is not uploaded into CCOM.

OM Needs to send FIPS code in QuickGFE Call to SmartFees (OM-2608) Updated functionality to ensure the CCOM system identifies all counties when pulling SmartFees quotes.

Receiving multiple copies of SSRs – Production/SIT (OM-3444) Updated functionality to ensure that the CCOM system is not sending duplicate Fannie Mae and Freddie Mac SSRs to the lender.

EstimatedValue not sent to Title Provider on GetTitleEstimate Request (OM-2962) Updated functionality for Standard Integrated Lenders and Providers to ensure that the EstimatedValue is populated in the GetTitleEstimate.

Exception: Object reference not set to an instance of an object issue (OM-4064) Updated functionality to ensure the success of the Order Accept API call.

Updated order title API functionality to accept proper state and zip code formats (OM-2321) Updated Order Title API functionality to send a false response if the proper format is not received in the state and zip code fields.

Title Lender – Add Document API – When the value of order ID is set to null, "true" success is displayed in the response (OM-2306) Updated system functionality to provide a "false" response to the Add Document API call when a "null" Ref ID value is received.

A new note generates when saving from product edit button order, even if nothing changes (OM-4150) Updated functionality to ensure a new note is added only when the Product type has changed.

New provider not working when Global Product is enabled (OM-4307) Updated functionality to ensure a provider can be created when Global Product is enabled.

Disbursement Date Code Update (OM-4308) Updated Title Order functionality to ensure the Initial Disbursement Date and the Final Disbursement Date are being pushed to Encompass.

Source: Order Management Release Notes archive, published October 5, 2022.