DATE:
AUTHOR:
The Cotality Collateral Investigate team
UAT release

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

DATE:
AUTHOR: The Cotality Collateral Investigate team

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.

Powered by LaunchNotes