- DATE:
- AUTHOR:
- The Cotality Title Order Management team
Order Management Release Notes
Enhancement Overview
Enhancement Name | Order Management Website & Application | Encompass | Integration API XML | Other |
|---|---|---|---|---|
QA_ONLY_New Appraisal Document – Inspection Only – Appraisal Mapped to Encompass | X | |||
New Appraisal Product – Inspection Only – Admin Appraisal | X | |||
New Appraisal Product – Inspection Only – Update Admin Price Detail UI to Support New Product | X | |||
QA_Only_New Appraisal Product – Inspection Only – Update Allocation Table to Include New Product | X | |||
QA_Only_New Appraisal Product – Inspection Only – Pricing & Fee Tool | X | |||
QA_Only_New Appraisal Product – Inspection Only – Fee on Order UI | X | |||
Update Order Request with GSE Elements to Support Hybrid Appraisals – API | X | X | ||
New Appraisal Product – Inspection Only – Order Entry UI | X | |||
New Appraisal Product – Inspection Only – LPA Key | X | |||
Allocation Table is not active in PRODUCTION -Application XML entry required | X | |||
Lakeview – Title Document Enumerations Need to be Consistent with Integration Guide – Prod, SIT | X | X | ||
Appraisal Mailer component – QAPRE01, QAFT, STG and SIT | X | |||
Logix FCU – Condo Desk Review changing to 1073 Condo – Prod | X |
Detailed Enhancements
New Appraisal Document – Inspection Only – Appraisal Mapped to Encompass (OM-3822)
This initiative adds the Inspection Only appraisal product to the LOS tab so the client can be configured to have the appraisal document uploaded to their designated eFolder in Encompass.
New Appraisal Product – Inspection Only – Update Allocation Table to Include New Product (OM-3744)
This initiative adds the Inspection Only appraisal product to the allocation table so lenders can route orders to selected providers.
New Appraisal Product – Inspection Only – Pricing & Fee Tool (OM-3748)
This initiative adds the Inspection Only appraisal product to the product dropdown on the appraisal pricing tool and fees pricing tool, so the client can request fees on the new product.
New Appraisal Product – Inspection Only – Fee on Order UI (OM-3807)
This initiative adds the Inspection Only appraisal product to the product dropdown on the appraisal order User Interface so the client can obtain fees prior to ordering the new product.
New Appraisal Product – Inspection Only – Order Entry and Order Edit UI (OM-3741, OM-3824)
This work adds the Inspection Only product to the product drop down appraisal order User Interface and gives clients the ability to add the following optional data to any appraisal order via the web:
Underwriting ID: LPA Key (alpha numeric) — DU Case File ID (alpha numeric)
Underwriting Results: FNMA (alpha numeric) — FHLMC (alpha numeric)
In addition, this story links the Inspection Only product to the standard due date configuration on the Client Detail Services tab and finally excludes the Inspection Only product from the UCDP process.
New Appraisal Product – Inspection Only – LPA Key (OM-3829)
This work defaults the product to Inspection Only when a user enters an LPA key on the appraisal order User Interface, making the process more efficient for the client.
New Appraisal Product – Inspection Only – Status (OM-3993)
Enhanced functionality so the status of the Inspection Only product can be tracked.
Update Order Request with GSE Elements to Support Hybrid Appraisals – API (OM-3740)
This work supports sending the Inspection Only product via API and allows the client to add the following optional data to any appraisal order via API:
Underwriting ID: LPA Key (alpha numeric) — DU Case File ID (alpha numeric)
Underwriting Results: FNMA (alpha numeric) — FHLMC (alpha numeric)
Loan Officer Email not being added to Appraisal Orders for EMM (OM-3826)
Updated API functionality to ensure the email addresses received from the lender of users who do not exist within the Order Management system (loan officer, loan officer assistant, underwriter, processor, processor assistant, closer, other user) will be included in the order sent to the AMC.
Inspection Only New Data in Order Notes (OM-3998)
Ensured the following data elements, when completed on an appraisal order via web or API, are included in the order notes sent to the provider:
Underwriting ID (Drop Down / List in API): DU Case File ID w/ Free Form Field (alpha numeric) — LPA Key w/ Free Form Field (alpha numeric)
Underwriting Findings (Drop Down/List in API): FNMA w/ Free Form Field (alpha numeric) — FHLMC w/ Free Form Field (alpha numeric)
Fixed Issues
Allocation Table is not active in PRODUCTION -Application XML entry required (OM-3793)
Updated functionality to ensure the following: The Title Provider dropdown is visible in the Title Order User Interface for all users that have permission to order title. Any disabled providers will not appear in the Title Provider dropdown for the configured state.
Title and Appraisal Document Enumerations Need to be Consistent with Integration Guide – Prod, SIT (OM-3537)
Updated functionality to ensure the doc type sent from the lender within the title order is recognized by Order Management and forwarded to the Title Provider as the same doc type.
Condo Desk Review changing to 1073 Condo – Prod (OM-3053)
Updated functionality to ensure the appraisal product designated at the time of order placement remains, unless an order update occurs.
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