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

This release introduces enhancements to checklist functionality, PDF generation, order management, rule processing, and workflow administration, along with improvements to review processing reliability across the Investigate platform.

What's New

Checklist data in review completion and workflow events

• Checklist information is now included in Review Completed, ROV Needed, Reconciliation Needed, and Pending Reconciliation events, providing greater visibility into review outcomes.

Checklist information added to review artifact PDFs

• Review artifact PDFs now include a dedicated checklist section that displays completed checklist items, making review documentation more complete and auditable.

Import support for word search rules and configurations

• Administrators can now import Word search rules and configurations, streamlining configuration management.

New client information endpoint

• Available through Collateral Registry with authenticated requests, improving integration capabilities.

What's Changed/Improved

Infinite scrolling implementation

• Lists and search results now support infinite scrolling, allowing users to browse larger result sets more efficiently.

Artifact settings management enhancements

• Review-level toggles control section inclusion

• PDF sections reorganized for simplification

• Improved system behavior when sections are disabled

• Greater flexibility in section management

Order details page enhancements

• Status update support from the Order Details page

• Decision and decision-reason information viewable

Decision reason management improvements

• New decision reason options added

• Improved display and management

• Decision reason lists support scrolling

Rule engine enhancements

• General rule engine and support updates

• Non-fatal UAD rules have been disabled to reduce unnecessary findings

Accessory dwelling unit count extraction

• Additional property data available through the UAD Service

Checklist configuration and persistence improvements

• Checklist options use stable keys

• Updated role permission configuration

• Improved default selection behavior

User override functionality updated

• Processing updated to support API, database, and prioritization changes

User interface terminology updates

• Field labels updated for clarity and consistency

Technical platform improvements

• Expanded automated regression test coverage

• Internal codebase improvements and optimizations

What's Fixed

• PDF severity values now match Investigate display

• Accept decision respects organization settings

• Checklist preview workflow simplified

• Decision dropdown display corrected

• Front-end usability and stability fixes implemented

• Member management trims extra spaces

• Reviewer capacity issue resolved for revision submissions