UAT/SIT Release

Introduction

The Order Management UAT/SIT release scheduled for the week of September 15th includes several key updates. Below are the details of what's included in this release and how it supports ongoing efforts to improve system performance and user experience.

UAT deployment will begin on Monday, September 15 at 11:00 AM CDT and is expected to conclude by 1:00 PM CDT.

SIT deployment will begin on Wednesday, September 17 at 4:00 PM CDT and is expected to conclude by 6:00 PM CDT.

During this deployment window, you may experience intermittent connectivity issues. If so, please wait 5-10 minutes and then try again.

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Platform Enhancements

• Add an Agents Button to the Provider Order Detail Page (15999): This update gives Title Providers who use the Order Management UI as part of the invitation order process the ability to request additional Users be added to an order. The New Agent User request is then routed to the Lender for approval, and once approved, the Agent will receive a New Agent User access email. Note: this enhancement applies only to providers that are not currently on the Order Management network and receive orders via email invitation.

• Add a Green Checkmark and a Red X After the New Status of 'New Agent User Request' (16000): We added the ability for a Lender User to Approve or Decline a request made by the Title Company to add a New User to an order. If approved, the New User will be sent a New Agent User Email and the requesting User will be sent a note indicating their request has been Accepted; if declined, the requesting User will be sent a note indicating their request has been Declined by the Lender. Note: this enhancement applies only to Lenders who send orders to Providers that are not currently on the Order Management network and receive orders via email invitation.

• Add Agent User Dropdown to Add New Agent screen in the Agents Button (16420): To streamline agent assignment and reduce manual data entry, a User dropdown has been added to the Add New Agent screen, accessible via the Agents button. This enhancement allows users to quickly select from a list of existing agent users associated with the Provider Office, improving efficiency and consistency in agent setup.

• Resend New Agent User Email to New Agent Three Times After Initial Email at 24-Hour Intervals (16479): We improved our process to ensure the Title and Settlement Agents receive their order access email as expected. If the initial "New Agent User" email is not acted upon after 24 hours, the System will automatically resend it up to three times at 24-hour intervals.

User Experience Improvements

• Add New Workflow Panel to Title Provider Order Detail Page (15470): We improved the Title Provider user experience by adding a new visual Order Status Workflow panel to the Provider's Order Detail page, which displays the tasks that must be completed on the Order, including an interactive task bar that shows the tasks to be completed on the order. Additionally, the Provider can perform the task by clicking the button associated with the required step, and the System will pre-select the required options to support the update — for example, if the task to be completed is to provide Signing Confirmation information, clicking the button displays the Signing Confirmation status popup for data entry.

• Remove the Green Plus Icon from Status Panel When the Workflow Panel is Displayed to Web Providers (16480): We've removed the Green Plus icon from the Status Panel when the Workflow Panel is displayed to Web Providers. This change helps reduce visual clutter and keeps the focus on active workflow tasks.

Integration Enhancements

• Enhanced Order Note Messaging: Support for Additional Fields from Providers via API (15992): We've expanded the fields that Title Providers can supply in the Order Notes sent via API in order to improve clarity and collaboration across the order workflow. The following new fields are now supported in the OrderNoteAdded API message from the Provider and are sent to the Lender: Subject Line (optional free-form text to summarize the note); Message Type (Closing, Closing Delayed, Curative, Signing, Title, or Title Delayed); Critical (optional flag to indicate urgency); and Requires Action (optional flag to signal that follow-up is needed). These enhancements ensure that Lenders receive more structured and actionable information from Providers, helping teams prioritize and respond more effectively.

• Update AddOrderNote from Lender to Include Additional Fields and Send to Provider (16264): We improved the AddOrderNote feature from the Lender to include the following additional fields: Critical (optional flag to indicate urgency); Requires Action (optional flag to signal that follow-up is needed); and Message Type (Closing, Closing Delayed, Curative, Signing, Title, or Title Delayed). This enhancement helps Providers receive clearer, more actionable information, streamlining collaboration and reducing follow-up.

Issue Resolutions

• Loan Purpose – Construction – Invitation Order Failure (16583): We fixed an issue in Encompass where orders submitted to non-managed providers failed with an error message, "Invalid Transaction Type," when the Loan Purpose was set to either Construction or Construction – Perm. Logic was updated to properly handle both loan purpose types, preventing the error and allowing successful order submission.

• Corrected Document Display Name on UI (16493): This fix resolves an issue when a document was sent to the Provider, the Order Management UI incorrectly displayed the document category instead of the file name on the hyperlink located on the Documents UI.

• Popup Window Title Corrected on Transaction Types Tab (15643): This fix corrects the title of the popup window on the Transaction Types tab, which was previously mislabeled as 'Product Type'.

Support Contact Information

Please do not hesitate to contact your Client Success Manager with any questions. You can also reach out to CoreLogic Support at ordersupport@closing.com or 866-256-7464.

CoreLogic Support ordersupport@closing.com 866-256-7464