Order Management Release Notes – May 29, 2024

Summary

This SIT/UAT release delivered six enhancements and five issue fixes for Order Management.

Key Enhancements

• Order User Identification: The system will send the name of the User that created the order within all messages and notifications sent to the Provider.

• Product Rules Logic: Corrected Title/Closing Product Rules ensuring the best Title product match is selected on the order.

• User Interface Improvements: Enhanced the Signing Detail Screen to display all co-borrowers with added scroll functionality.

• Permission Updates: Fixed broker user access so those with 'View All Orders' permission can view associated orders in the active queue.

• Fee Calculations: Updated logic to recalculate fees when the Title Provider is changed to ensure accurate fees are disclosed.

• Encompass Integration: Implemented error handling to prevent unassigned orders when the Appraisal Provider cannot be obtained from Encompass.

Impact Areas

Changes affected the Order Management website and application, with one update specifically targeting Encompass integration functionality.