Order Management Release Notes – June 10, 2024

Release Summary

This SIT/UAT release delivered 10 updates focused on Order Management enhancements and bug fixes.

Key Enhancements

• OM-11305: Remove Auto-accept Functionality so that Providers who Access Orders via the Web Must Manually Accept or Decline Their Orders. Providers now must explicitly accept or decline orders rather than having them auto-accepted.

• OM-10232: Updated the All Docs popup on Order Details pages to separate lender-uploaded and provider-uploaded documents, adding retry functionality for failed document submissions.

• OM-9200: Status panels now display both Title and Closing statuses appropriately based on order type.

• OM-11343: Status events now display chronologically rather than nested under parent statuses.

Bug Fixes

• OM-10609: Appraisal loan notes now route to appraisal providers, not title providers.

• OM-11265: Title signing confirmation emails now display correct provider usernames.

• OM-11092: Calendar feature repositioned to appear adjacent to calendar events.

• OM-10900: AMCs can now select which credit card to refund for multi-card appraisal payments.

• OM-11353: Title fee estimates now reflect manual changes to loan amounts.

Encompass-Specific Update

• OM-11263: Appraisal provider aliases now recognized for dropdown auto-population.