Order Management Release Notes – September 18, 2024

OM-12428

Display {comments} in Order Status Panel for Title On Hold and Title Resumed Status Events. Displays comments when included in Title On Hold and Title Resumed API status updates from the Provider.

X

X

OM-12430

Update Outbound Title On Hold Message to Lender to Include {comments} From Provider. Forwards comments to the Lender when included in a Title On Hold status update from the Provider.

X

X

OM-12431

Update Outbound Title Resumed Message to Lender to Include {comments} From Provider. Forwards comments to the Lender when included in a Title Resumed status update from the Provider.

X

X

OM-12340

Update Outbound NewOrder Request to Provider to Include New Fields. Providers using the Standard API now receive three new fields — Bank Relationship Type, Referral Indicator, and Signing Type — in the NewOrder XML.

X

X

OM-12525

Receive Tax Data XML from Provider and Notify Lender. Adds a new Tax Data XML message capability and sends a "Tax Data Received" status event to the Lender.

X

X

OM-10248

Create Ability for Provider to Supply Tax Data in the UI. Enables Title and Settlement Agents to provide Tax Data within the UI from the Order Detail page; a "Tax Data Received" status event is sent to the Lender upon save.

X

OM-2419

Order List Export Spreadsheet Incorrect. Corrects logic so the Export Grid feature from the loan pipeline produces an Excel spreadsheet including only the selected tab's information. Prior to this fix, the spreadsheet contained all tabs' information and ignored selected filters.

X

OM-8606

Batch Cancel Title Request Stuck in Infinite Refresh Loop. Corrects logic so an uploaded batch Cancel Title order completes successfully. Prior to this fix, the request was continually resubmitted in an infinite loop without completing.

X

OM-11077

Prevent API Title Order – Product Configured on Provider/Not Lender. Prevents API Title order creation when the requested product is configured on the Provider but not the Lender account, returning an error message instead. Prior to this fix, a user was able to create an order under those conditions.

X

OM-2499

User Info – Missing "Passwords do not match" Validation Error. Updates functionality so the Save button is disabled and a "Passwords do not match" validation message is displayed when passwords don't match. Prior to this fix, the button was disabled but no error message was shown.

X

OM-2591

User Info – Save Button Not Closing Screen. Corrects logic so the system saves changes and closes the screen when a user changes profile information or a password. Prior to this fix, changes were saved but the screen did not close.

X

OM-10067

User Info – Cancel and Close Button Not Clearing Data. Corrects logic so the system clears unsaved data when a user selects Cancel or Close. Prior to this fix, data remained populated when the user reopened the link.

X

OM-2440

Title Status Changed API – Send Error when Status ID & Description is Missing. Updates functionality so Order Management rejects a Status Changed message missing a Status ID and Description, returning an error. Prior to this fix, the message was not posted but the API returned a "True" response.

X

OM-7415

Require Appraisal Provider for API Appraisal Order Submission. Updates functionality so an API Appraisal order is placed only when an Appraisal Provider can be assigned based on allocation rules. Prior to this fix, the order was created with an "unassigned" Provider.

X

OM-12508

Documents Listed on "Order Documents" Section Should be Listed on Format [Time] [Document Name]. Addresses a minor alignment issue; documents are now correctly listed with their hyperlink on the same row as the upload date/time.

X

X

OM-12767

Wire Sent Details Should Appear on Order Status Panel. Ensures Wire Sent status details (Fed Ref#, Date Wire Sent, Amount) appear along with comments on the order.

X