UAT Release

The Order Management UAT/SIT releases scheduled for the week of August 25 includes several key updates. 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.

UAT deployment will begin on Monday, Aug. 25th at 11:00 AM CDT and is expected to conclude by 1:00 PM CDT.

SIT deployment will begin on Wednesday, Aug. 27th at 4:00 PM CDT and is expected to conclude by 6:00 PM CDT.

During this deployment window, you may experience intermittent connectivity issues. If so, please wait 5-10 minutes and then try again.

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Platform Enhancements

• Add an Agents Button to the Provider Order Detail Page (15999): This update gives Title Providers who use the Order Management UI as part of the invitation order process the ability to request additional Users be added to an order. The New Agent User request is then routed to the Lender for approval. Once approved, the Agent will receive a New Agent User access email. NOTE: This enhancement applies only to providers that are not currently on the Order Management network and receive orders via email invitation.

• Add a Green Checkmark and a Red X After the New Status of 'New Agent User Request' (16000): We added the ability for a Lender User to Approve or Decline a request made by the Title Company to add a New User to an order. If approved, the New User will be sent a New Agent User Email and the requesting User will be sent a note indicating their request has been Accepted. If declined, the requesting User will be sent a note indicating their request has been Declined by the Lender. NOTE: This enhancement applies only to Lenders who send orders to Providers that are not currently on the Order Management network and receive orders via email invitation.

• Create Email Template for New Agent User Email (16086): To support Lenders and Title Providers adding New Agent Users to an open order, Order Management is creating a new email template to send to those new Agents so they can access the order. NOTE: This enhancement applies only to Lenders and Providers that utilize the invitation order process as described above.

• Update Client's 'Title Ordered Report' to include Loan Purpose and Loan Type (15417): We added two new columns for Loan Purpose and Loan Type to the Client's Title Ordered Report.

User Experience Improvements

• Add New Workflow Panel to Title Provider Order Detail Page (15470): We improved the Title Provider user experience by adding a new visual Order Status Workflow panel to the Provider's Order Detail page, which displays the tasks that must be completed on the Order. Enhancements include an interactive task bar that shows the tasks to be completed on the order. Additionally, the Provider is able to perform the task by clicking the button associated with the required step. The System will pre-select the required options to support the update. For example, if the task to be completed is provide Signing Confirmation information, when the button is clicked, the Signing Confirmation status popup will be displayed for data entry.

Integration Enhancements

• Map New Commitment XML Fields and Send Patch Data to EPC (16258): This update enhances our EPC integration by mapping new Commitment XML fields to custom fields in Encompass. It ensures Clients receive more complete and accurate Commitment updates, improving data quality and reducing manual data entry.

Issue Resolutions

• Document Sent in NewOrder API Request Not Delivered to Provider (16083): We resolved an issue where documents included in the NewOrder API request were not being delivered to the Title Provider. An update to the code now ensures that all documents included in the NewOrder request are delivered to the Provider and uploaded to Encompass, when applicable.

• FileName Changed to DocumentCategory when Document Sent to Provider (15991): This fix resolves an issue where, upon sending a document to the Provider, Order Management was incorrectly replacing the document file name with the document category in the XML. This fix ensures that the correct document file name is retained and transmitted as expected.

• Provider Redirect to Login Page After Password Reset (16092): This fix addresses an issue when a new provider reset their password, they received the error message "Access to the order is no longer available". With this fix, the provider user will be correctly directed to the standard login page after resetting their password.

• Loan Purpose Mapping Error (16277): This fix corrected an issue when a loan purpose of 'Equity' was sent in the NewOrder Xml from Encompass EPC it was incorrectly sent as 'Refinance' in the loan record.

Please do not hesitate to contact your Client Success Manager with any questions.

Order Management Support: ordersupport@closing.com | 866-256-7464