UAT release introducing findings management enhancements, workflow updates, and configurable session timeouts

This October 2, 2026 UAT release introduces enhancements to findings management, assignment tracking, workflow integration, reconciliation processing, and administrative controls. The update also includes usability improvements, rule analysis updates, and fixes designed to improve workflow transparency, user experience, and platform reliability.

What's new

Findings management enhancements

• Added the ability to view differences between rule versions during rule imports, making it easier to understand changes before applying updates.

Workflow enhancements

• Added support for reviewer escalation events, enabling integrated systems to initiate reviewer escalation workflows more efficiently.

• Added support for optional descriptions when selecting "Other" order classification values during order creation.

Session Timeout enhancements (see screenshot)

• Added support for configurable session duration and timeout settings at the client level, allowing organizations greater control over user session management.

Review artifacts generation status controls (see screenshots)

• Added the ability to choose which status(es) an artifact should be generated automatically through a multi-select dropdown in the Review artifact settings.

What's changed or improved

Reconciliation improvements

• Reconciliation views and generated PDF artifacts now use a consistent timestamp-based appraisal numbering approach.

• Added additional identifiers within reconciliation sections to improve traceability and artifact clarity.

Role and security improvements

• Administrator roles are now protected from modification by organization users, improving governance and security controls.

User experience improvements

• Required checklist sections and items are more clearly identified, even when labels are not available.

• Finalization tooltips have been updated to provide clearer guidance based on checklist and findings status.

• Large team management screens have been optimized to improve the user experience for organizations with larger reviewer groups.

Rule quality improvements (see grid at the bottom)

• Continued rule analysis and optimization efforts focused on subject data, site information, comparable selection, unit counts, gross living area, amenities, rental information, and reconciliation-related rule coverage.

• Ongoing improvements help ensure rules fire consistently and provide accurate review results.

What's fixed

• Fixed an issue where orders returned to a reviewer didn't automatically move back to In Review status when reopened from the Review Findings workflow.

• Fixed checklist usability issues by providing clearer indicators for required sections and items.

• Fixed user interface issues affecting organizations with large team structures.

• Fixed message composition validation to properly enforce maximum character limits.

• Fixed validation of user-entered findings to consistently enforce maximum input lengths.

• Fixed inconsistencies in finalization messaging and guidance presented to reviewers.

• Fixed workflow behavior related to reconciliation processing and artifact generation.

• Fixed various rule execution and coverage issues identified through ongoing rule analysis efforts.

• Fixed platform stability, usability, and reliability issues to improve the overall user experience.

Support

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

Feature screenshots

You can now configure your session timeouts for Collateral Investigate. Go to Organization Settings and the new User session timeout section. This dropdown lets you choose 15-minute intervals from 15 minutes up to 1 hour. When you save, this will apply to all your users.

You can now choose which status(es) an artifact should be generated automatically through a multi-select dropdown in the Review artifact settings. Go to Review Artifact in the settings dropdown. Then edit or create a new review artifact. In the top-right corner, you’ll see a new multi-select dropdown labeled Applies to. Be sure that all artifacts for any statuses you want to automatically generate an artifact are selected in Assignment settings, Edit tier, in the multi-select dropdown labeled PDF artifacts for finalization.

Rule update

The rules below have been updated in Collateral Investigate to improve firing accuracy.