- DATE:
- AUTHOR:
- The Cotality Title Order Management team
Order Management Release Notes 17
Enhancement Overview
The March 1, 2023 production release introduced eleven enhancements across Order Management systems and integrations:
Jira ID | Enhancement Name | Order Mgmt | Encompass | API XML | Other |
|---|---|---|---|---|---|
OM-4951 | New Bundled Title/Closing Products | X | X | ||
OM-5112 | Add Lien Position Field to Fee Request | X | |||
OM-5142 | Support Title 'Product Select' Logic | X | |||
OM-5188 | Add Cash Out Indicator to Title Order Notes | X | |||
OM-5280 | Add Account Name to Wire XML | X | X | X | |
OM-2305 | Include Number of Units in Title and Appraisal Orders | X | X | ||
OM-5246 | Update Allocation Functionality – Capture Order Date for Rule | X | |||
OM-5247 | Update Allocation Functionality – Remove State from Rule Logic | X | |||
OM-5249 | Update Borrower and Co-Borrower Phone Number Mapping | X | X | ||
OM-5271 | Pass Borrower and Co-Borrower Suffix in New Order XML | X | X | ||
OM-5273 | TX AMC Fee Mapping | X |
Enhancement Details
OM-4951 – New Bundled Title/Closing Products
The system now supports bundled Title and Closing products available through Title Order screens and APIs. Products include Attorney Opinion Letter & Closing, Deed Report & Closing, Property Report & Closing, Title Report & Closing, Limited Coverage & Closing, Jr. Lien Policy & Closing, and Title & Closing. Dropdown selections reflect configurations established by individual Lenders and Providers.
OM-5112 – Add Lien Position Field to Fee Request
The enhancement enables transmission of "Lien Position" elements (First or Subordinate) and specific position values (1, 2, 3, or 4) to Title Providers during fee requests, ensuring accurate calculations.
OM-5142 – Support Title 'Product Select' Logic
Lenders can establish product selection rules based on loan purpose, loan type, loan program code, lien position, and loan amount, automating appropriate Title product selection.
OM-5188 – Add Cash Out Indicator to Title Order Notes
The update adds Refinance Type information (Cash Out, Limited Cash Out, No Cash Out, Unknown) to Title Order Notes. An Add-On Cash Out indicator (true/false) ensures correct fee disclosure for Providers lacking element support in integrations.
OM-5280 – Add Account Name to Wire XML
Title Providers can now return Account Name in Wire Instructions data, which integrates with standard Providers and maps to Encompass upon request.
Fixed Issues
OM-2305 – Include Number of Units in Title and Appraisal Orders
The system now correctly retrieves unit counts from Encompass for Appraisal and Title Orders and forwards this information to Providers.
OM-5246 & OM-5247 – Update Allocation Functionality
Enhancements improved allocation rule performance by capturing order dates and removing state-based logic from rule processing.
OM-5249 – Update Borrower and Co-Borrower Phone Number Mapping
Borrower/Co-Borrower work phone numbers now populate correctly within the daytime phone node in NewOrder XML across standard integrations.
OM-5271 – Pass Borrower and Co-Borrower Suffix in New Order XML
When present, borrower and co-borrower suffixes now transmit within NewOrder XML to standard integrated Providers.
OM-5273 – TX AMC Fee Mapping
Texas AMC fees can now be separated from overall Appraisal fees when desired.