- DATE:
- AUTHOR:
- The Cotality Title Order Management team
Order Management Release Notes 15
Overview
This release was revised to exclude update OM-4765, which has been rescheduled. The February 8, 2023 product release includes enhancements and fixes addressing title product selection, vesting data mapping, integration fees, error messaging, and order assignment functionality.
Enhancements
Jira ID | Feature | OM Website/App | Encompass | Integration API XML | Other |
|---|---|---|---|---|---|
OM-4847 | Title Product Select Rules Screen | X | — | — | — |
OM-4868 | Vesting Update to Title Commitment XML | X | X | X | — |
OM-4947 | Standard Integration Fee Question Request | X | — | X | — |
OM-2415 | Error Message for Missing Documents on Batch Cancel Title | X | — | — | — |
OM-2465 | Required Field Validation on Appraisal Order Screen | X | — | — | — |
OM-5105 | AMC Reassignment for 1004D/1025/1073 Orders | X | — | — | — |
Enhancement Details
OM-4847 – Title Product Select Rules Screen
Lenders can establish rules based on loan characteristics (purpose, type, program code, lien position, amount) to automatically assign title and closing products without manual selection.
OM-4868 – Vesting Update to Title Commitment XML
The system extracts vesting relationship data from title provider XML and enables mapping to Encompass.
OM-4947 – Standard Integration Fee Question Request
Title providers can submit fee-related questions, and lender responses are transmitted back through the workflow.
Fixed Issues
OM-2415 – Batch Cancel Title Screen
Users now receive "No file has been selected" message when submitting without uploading documentation.
OM-2465 – Appraisal Order Screen
Submit button remains disabled until all required fields are populated.
OM-5105 – AMC Reassignment
1004D orders now assign to the same AMC when 1004, 1025, or 1073 products were previously ordered.