Production Release – April 15, 2026

The production release, scheduled for April 15, 2026, includes several key updates for Order Management. Below are the details of what's included in this release and how it supports our ongoing efforts to improve system performance and user experience.

Platform Enhancements

• Added columns to display Client Name and RefId to Title Provider Order Grid (OM-5930): The Provider Order Grid has been enhanced to include two new columns for improved visibility: Client and RefId. The Client column now appears as the first column, displaying the name of the client who placed the order, and the RefId column appears as the second column, showing the associated OM RefId. These updates are applied across the Active, Completed, Archive, and Pre-Alloc tabs, giving providers quicker access to critical order information.

• Disabled ability for clients to update order in Cancelled status (OM-18227): The Order Details UI has been updated to prevent clients from modifying any order that is in a Cancelled status. All editable fields and update actions are now disabled when an order is cancelled, ensuring data integrity and preventing unintended changes to closed orders. Client users can still add notes and send notes to the lender, which remains fully enabled.

• Disabled ability for providers to update order in Cancelled state (OM-18228): The Order Details UI has been updated to prevent providers from modifying any order that is in a Cancelled status. All editable fields and update actions are now disabled when an order is cancelled, ensuring data integrity and preventing unintended changes to closed orders. Provider users can still add notes and send notes to the lender, which remains fully enabled.

Issue Resolutions

• Title ID (RefID) not passed in UI accepted status (OM-18358): Resolved an issue where the Title ID (RefID) was not being included when orders were accepted through the UI. This update ensures lenders consistently receive the correct RefID in the acceptance message, improving order tracking and downstream processing.

• Title product select rules not working correctly (OM-18208): Corrected an issue where a title order was incorrectly routed rather than returning an error when the recommended product was not supported by the provider. The system now returns a clear validation error to prevent incorrect order routing.

• Failed status error (OM-18539, OM-18550, OM-18551): Corrected an issue where Order Management was sending an incorrect Service Event Code to EPC, which resulted in error responses and failed processing of service events. The appropriate Service Event Code is now sent to EPC, allowing the Order Received, Order Completed, and Signed Closing Package service events to be processed successfully and return a success response without errors.

• Commitment date issue (18562): Corrected an issue where the TitleCurrentStatusDate in the outbound Commitment XML was generated with an incorrect month value. The date was being formatted using minutes (mm) instead of month (MM), resulting in invalid commitment dates being sent to clients.

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