- DATE:
- AUTHOR:
- The Cotality Title Order Management team
SIT Release – August 14, 2023
SIT Release Notes August 14, 2023
Overview
The SIT release from August 14, 2023 introduced seven enhancements and addressed three fixed issues spanning Order Management, API integration, and reporting capabilities.
Enhancement Overview
Jira ID | Enhancement Name | Order Management Website & Application | Encompass | Integration API XML | Other |
|---|---|---|---|---|---|
OM-6113 | Allocation Filters Dropdown Enhancement | X | |||
OM-6393 | Title Commitment New Data – Estate or Interest in Land | X | X | ||
OM-6472 | New Title Turn-Time Report | X | X | ||
OM-6362 | Map Reverse Loan Purpose from Encompass | X | X | ||
OM-6975 | Update Title/Closing Product Rules Functionality | X | |||
OM-7299 | Update Appraisal Order Product Functionality | X | |||
OM-7359 | Update Standard Integration Title Provider Notes | X | X |
3 Enhancements – Detail
OM-6113 (Epic: OM-5738) – Allocation Filters Dropdown Enhancement "This feature allows Lenders to limit the Allocation Product Type Drop Down on the Allocation Screen and Client Detail to only those products supported by them."
OM-6393 (Epic: OM-6396) – Title Commitment New Data – Estate or Interest in Land "This feature allows Title Providers to send the following data for Estate or Interest in Land: Fee Simple, Leasehold"
OM-6472 – New Title Turn-Time Report "This feature adds a User Role Permission for Lenders to receive a new Title Product Turn-Time Report that supports an expanded set of Title Products ordered."
1 Encompass Only Update
OM-6362 (Epic: OM-5152) – Map Reverse Loan Purpose from Encompass "When a Lender enters Loan Type of Reverse in Encompass the following screens will reflect the data correctly: Appraisal Order, Title Order, Fees"
3 Fixed Issues
OM-6975 – Update Title/Closing Product Rules Functionality "This fix updates the functionality for Title/Closing Product Rules, so that the system will: Assign the product to the Title Order when all loan parameters match a Title/Closing Product Rule. Present a dropdown on the products available and require the user to select the Product when all loan parameters do not match a Title/Closing Product Rule."
OM-7299 – Update Appraisal Order Product Functionality "This fix updates Appraisal Order Product functionality so that the following products can be ordered when the Property Type is Condo: Desktop Valuation Inspection, Inspection Only, Inspection Only Completion Report. Prior to this fix, when one of the above Products was selected, the system would automatically assign the 1073 as the Product."
OM-7359 – Update Standard Integration Title Provider Notes "This fix updates functionality for standard integrated Title Providers to separate the Note Subject from the Note Body."
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