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

What's New

Enhanced checklist management and portability Administrators can now export and import checklist configurations, making it easier to share standardized review processes across environments and maintain consistency between teams.

Tier-specific artifact and review configuration Organizations can now apply artifact settings to specific review tiers, allowing greater flexibility in how review outputs are presented across different workflows.

Improved findings collaboration Reviewers can now add multiple comments to findings, enabling richer collaboration, better documentation of review decisions, and more comprehensive audit trails.

Workflow traceability and support tools New operational capabilities improve visibility into order processing and workflow activity for troubleshooting and monitoring purposes.

Assignment automation enhancements Assignment workflows now include loan-to-value thresholds in assignment decisioning and Get Next processing.

What's Changed/Improved

Greater flexibility for review status management Users can now reopen completed Investigate orders and return them to an In Review status while maintaining assignment to the same review tier.

Enhanced review request experience The review request screen now displays the selected reason-for-decision value, providing reviewers with additional context.

Assignment and organizational configuration improvements Default Get Next date handling and assignment-processing reliability have been enhanced.

Improved findings accuracy and rule analysis Rule analysis updates and workflow refinements have been implemented to improve findings accuracy, reduce unnecessary review flags, and strengthen overall review decision quality.

Expanded outbound integrations Outbound status messaging now includes review tier information, providing downstream systems with greater visibility into the review process.

Stronger workflow reliability and auditability Workflow processing has been enhanced to support additional file identification methods when traditional order identifiers are unavailable.

Data retention enhancements Incoming workflow payloads are now retained for 30 days, improving operational diagnostics, audit support, and troubleshooting capabilities.

User experience and platform improvements Multiple enhancements implemented across permissions, checklist validation, queue performance, and interface components.

What's Fixed

• Fixed issue preventing review comment updates after terminal status

• Fixed false-positive finding related to order and appraisal address matching

• Fixed rule-processing scenarios generating incorrect findings

• Fixed PDF formatting issues with lengthy comments spanning pages

• Fixed revised findings omitting comparable property and lot size values

• Fixed image-analysis rule defect causing incorrect findings

• Fixed tier-filtered findings removal affecting other orders

• Fixed rule enablement/disablement at global and tier-specific levels

• Fixed manually created rules not appearing in Findings log

• Fixed permission error preventing search term management

• Fixed tier reordering issues in assignment configuration

• Fixed artifact output character restrictions and commentary truncation

• Fixed checklist display issues with section headers and logo rendering

• Fixed configuration issues with incompatible tier settings

• Fixed duplicate and false-positive rule firings

Support

If you encounter any issues or have feedback during UAT testing, please submit a ticket here.