Collateral Investigate™

UAT release

Rule Management CSV Export, Rich Text Checklist Support, and Checklist Versioning

This UAT release adds column filtering and CSV export to Rule Management, rich text support for checklist fields and final summary comments, and new checklist versioning. It also improves rule builder guidance, navigation, workflow payloads, and queue performance, and fixes twelve issues including duplicate findings and reviewer assignment reconciliation.

August 28, 2026

UAT release

Tier-Level Escalation Configuration, Enhanced Rule Analysis, and Expanded Assignment Automation

This UAT release adds tier-level escalation configuration, enhanced rule analysis, and further automated reviewer assignment. It also improves Form Viewer performance, findings import/export, review workflow consistency, and tier administration, and fixes eleven issues including lost checklist responses during revisions.

August 24, 2026

Production release

Automated Reviewer Assignment, Registry Integration Endpoint, and Five Rule Deprecations Requiring Action

This UAT release adds platform-driven reviewer assignment automation, a new authenticated collateral registry service endpoint, and revision-work prioritization in Get Next. It also improves tier management, findings/checklist usability, and platform performance, fixes ten issues, and deprecates five rules that clients must deactivate (four with direct replacements).

August 14, 2026

UAT release

Checklist Import/Export, Tier-Specific Artifacts, and Multi-Comment Findings Collaboration

This production release delivers checklist import/export, tier-specific artifact configuration, multi-comment findings collaboration, and LTV-aware assignment automation. It also improves review reopening, rule accuracy, outbound tier messaging, and workflow data retention, alongside fifteen bug fixes.

August 14, 2026

UAT release

Multi-Comment Collaboration, Checklist Import/Export, and Tier-Specific Review Configuration

This UAT release introduces multi-comment collaboration on findings, checklist import/export, tier-specific artifact configuration, and a new workflow simulation tool for administrators. It also improves assignment automation, review lifecycle handling, rule accuracy, Form Viewer highlighting, and outbound tier messaging, alongside nine bug fixes.

August 7, 2026

Production release

PDF Artifact Generation, Smarter Helpdesk Diagnostics, and Improved ROV Review Handling

This production release adds PDF artifact generation from review orders, enhanced Collateral Helpdesk diagnostics and Registry data management, and automatic new-review creation for reconsideration (ROV) requests. It also improves the Form Viewer, checklist workflows, file access, assignment automation, authentication, and cross-service data synchronization, alongside twelve bug fixes.

August 6, 2026

UAT release

Static Custom Rules, Multi-Recipient Messaging, and Final Artifact Display Controls Now in Production

Production Release 188 brings static custom rules, multi-recipient Investigate messaging, and final artifact controls for review outputs to production, along with broad improvements to assignment logs, checklists, and review finalization workflows, plus over 20 stability and bug fixes.

July 29, 2026

UAT release

Configurable CMS Dashboard with Pinned Orders, Combined Revision Request Messaging, and Auto-Populated Reviewer Info

This release introduces a configurable CMS dashboard with a new Pinned Orders tile and user/admin customization, and — for organizations with UAD 3.6 enabled — combines Investigate revision request comments into a single history entry and auto-populates reviewer reason and source for Investigate-originated revisions.

July 24, 2026

UAT release

Checklist Data Now in Review Events and PDFs, Infinite Scrolling for Lists, and Non-Fatal UAD Rules Disabled

This UAT release adds checklist visibility to review events and PDFs, infinite scrolling for lists and search results, import support for Word search rules, a new Collateral Registry client info endpoint, and disables non-fatal UAD rules to reduce unnecessary findings, alongside several order management, checklist, and stability fixes.

July 7, 2026

UAT release

New "Revision Needed" Flag for Manual Findings, Per-Version Disposition Tracking, and Rule Evaluation Fixes

This UAT release adds a "Revision Needed" flag for manually added findings, isolates disposition tracking by report version, improves review rule evaluation and photo retrieval, and fixes trailing-space handling in rule names plus platform mapping for user lifecycle events.

July 2, 2026