Workflow integration and rule management enhancements

Sep. 2, 2026. This release introduces enhancements to workflow integrations, findings management, checklist functionality, rule management, and user administration. It also includes performance improvements and fixes designed to improve review accuracy, usability, and system reliability.

What's new

UCDP workflow enhancements

• Added support for platform requests for on-demand SSR retrieval, improving workflow integration and data accessibility.

Bulk user onboarding

• Introduced bulk user onboarding capabilities to streamline user administration and reduce manual setup effort.

Rich text support

• Reviewers can now use rich text formatting when entering checklist data capture information.

• Final summary comments now support rich-text formatting, enabling more detailed and readable review documentation.

• PDF artifacts now support rich text content when checklist fields are referenced dynamically.

Findings management enhancements

• Added the ability to edit rule descriptions within Findings Management.

• Added Order ID information to the Findings Log table to improve auditability and traceability.

Checklist enhancements

• Added checklist versioning to improve management and tracking of checklist updates over time.

Rule management enhancements

• Added column filtering capabilities to the Rule Management page.

• Added CSV export functionality for Rule Management data.

What's changed or improved

Rule builder improvements

• Updated rule builder labels and field handling to provide a more intuitive user experience.

• Added contextual guidance to help users better understand how criteria are configured within the rule builder.

• Rules are now referenced using both the rule name and short description for improved clarity.

Workflow and integration improvements

• Outbound workflow payloads now include the reason an order was placed on hold.

• Improved validation of inbound review platform events by rejecting requests containing missing or empty action data.

• Enhanced synchronization of registry client information across connected systems.

Navigation and administration updates

• Moved the Order Attribute menu item into the Import Configurations section for improved organization and discoverability.

• Added logging to capture helpdesk user emulation activity for improved audit tracking.

• Enhanced assignment logging to provide better visibility into assignment decisioning and routing.

Performance and processing improvements

• Improved order queue and list performance through pagination optimizations.

• Continued improvements to rule filtering logic to enhance system efficiency and maintainability.

Rules and review updates

• Deprecated an obsolete rule as part of ongoing rule maintenance efforts.

• Updated sales history rule processing to improve consistency and accuracy.

• Enhanced display of locked-tier indicators and messaging when moving orders between tiers.

What's fixed

• Fixed an issue that could generate duplicate findings for the same rule on a single loan.

• Fixed an issue where only newly generated finalized PDF documents should be included in outbound payloads.

• Fixed an issue where custom rules could ignore configured severity levels for tier-assignment clients.

• Fixed a reconciliation issue that could prevent reviewer assignment processing and leave review tiers unassigned.

• Fixed exported checklist filenames that incorrectly added underscores around checklist names.

• Fixed an issue where updated finding severities were not immediately reflected on the Review Findings page.

• Fixed an issue that allowed repeated revision requests on orders that already had a revision request in progress.

• Fixed an issue where associated file actions could delete the wrong file from an order.

• Fixed an issue causing manual findings to display incorrectly instead of showing the user-defined finding name.

• Fixed dashboard revision request counts to ensure accurate reporting.

• Fixed production issues affecting findings management workflows for select clients.

• Fixed various security, stability, and platform reliability issues identified through ongoing remediation efforts.

Support

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