Collateral Investigate™

UAT release

New UAD Data Extraction Fields, Flexible Assignment Routing, and Cross-Environment Rule Migration Land in UAT

This UAT release adds UAD extraction support for Total Room Count and Significant Real Property Appraisal Assistance data, a new "any of selected criteria" option for assignment routing, and the ability to export and import custom rules between environments, alongside findings, artifact, and permissions fixes.

June 30, 2026

UAT release

Checklist-to-Tier Assignment, Expanded GetNext Prioritization, and New Document Types Land in UAT

This UAT release lets organizations associate checklists with review tiers, expands GetNext prioritization to use valuation type, property type, and appraised value, and adds support for Property Data, Flood Certificate, and ROV document types, along with a Create Order API update and an "On Hold" status fix.

June 26, 2026

UAT release

Read-Only Rule Builder View, Flexible CU/LCA Tier Thresholds, and Severity Renamed to Fatal in UAT

This UAT release adds a read-only Rule Builder view, a new tier-assignment option to accept either CU or LCA score thresholds, and renames the "Severe" rule severity to "Fatal", alongside artifact settings updates and a Checklist-saving fix.

June 24, 2026

UAT release

Checklist PDF Reporting, Review Tier Locking, and Expanded GetNext Configuration Land in UAT

This UAT release adds checklist reporting to the Review Artifact PDF, review tier locking, expanded GetNext configuration, and Wordsearch permissions, alongside a broad set of findings, rules, and PDF generation improvements and fixes.

June 18, 2026

UAT release

Review-Only CDG Workflows, Finalize Review Permissions, and Risk-Based Assignment Logic Ship in UAT

This UAT release advances Appraisal Modernization with new finalize-review permission controls, CDG-integrated review-only workflows, and risk-based assignment logic, plus findings-management, performance, and stability fixes.

June 5, 2026

UAT release

Required Decision Reasons, Bulk Review Actions, and Enhanced Assignment Routing Land in UAT

This UAT release adds required decision-reason capture and bulk review actions to the review workflow, along with enhanced assignment routing, expanded rule output data, and fixes to review, rules, and permissions behavior.

May 21, 2026