- DATE:
- AUTHOR:
- The Cotality Collateral Investigate team
New UAD Data Extraction Fields, Flexible Assignment Routing, and Cross-Environment Rule Migration Land in UAT
What's New
UAD and Data Extraction Enhancements
Added extraction support for Total Room Count to improve appraisal data coverage and reporting accuracy
Added extraction support for Significant Real Property Appraisal Assistance information to enhance compliance and review workflows
WordSearch Improvements
Performed WordSearch cleanup and added support for unique identifiers to improve maintainability and rule processing accuracy
Review Workflow Enhancements
Findings Dismissal Comments
Enhanced the review experience by surfacing reviewer comments when findings are dismissed, providing additional auditability and context
Manual Finding Severity Controls
Updated manually added findings to enforce supported severity levels: High, Medium, Low
Revision Request Workflow Improvements
Fixed an issue where the Revision Requested flag was not being removed after order finalization
Bulk Findings Management Enhancements
Improved the Review Findings bulk-change experience with clearer confirmation actions and enhanced usability
Finalization Experience Improvements
Resolved an issue where not all sections were displayed within the finalization modal
What's Changed/Improved
Assignment Logic Enhancements
Added a new checkbox option enabling assignment rules to evaluate orders against any of the selected criteria, allowing more flexible routing configurations
Enhanced assignment logic date fields with minimum and maximum validation to prevent overlapping date spans and reduce configuration errors
Corrected score calculation and rush-order processing issues to ensure routing decisions are applied consistently
Restored accurate day labels within the Assignment Logic interface
Rules and Environment Administration
Added support for exporting and importing custom rules between environments, simplifying migration, testing, and deployment processes
Collaboration and Sharing Enhancements
Shared files now appear correctly in recipient queues
Dashboard notifications are displayed properly for recipients
Shared-with users can interact with commenting and messaging features as expected
What's Fixed
Findings and Artifact Generation
Fixed generated final artifact PDFs to display the correct Investigate Finding ID instead of an unrelated Rule ID
Order Processing and Messaging
Resolved an issue affecting real-time message visibility
Fixed a Review Service null pointer exception occurring in OrderConsumerService
Improved application handling when artifact settings are unavailable, preventing unexpected errors
User Interface and Permissions
Fixed a role selection dropdown issue within Review workflows
Resolved a permissions-related issue that prevented users without Checklist Builder access from using portions of the application
Corrected checklist update behavior to properly update existing rows rather than creating duplicate entries
Customer Impact
The release improves UAD data extraction coverage, assignment routing flexibility and accuracy, findings management usability, shared review collaboration workflows, custom rule migration capabilities, artifact generation accuracy, and overall platform stability.
Support
If you encounter any issues or have feedback during UAT testing, please submit a ticket here.