DATE:
AUTHOR:
The Cotality Collateral Investigate team
UAT release

Required Decision Reasons, Bulk Review Actions, and Enhanced Assignment Routing Land in UAT

DATE:
AUTHOR: The Cotality Collateral Investigate team

What's New

Review Workflow Enhancements

  • Decision Reason Capture: Introduced a required "Reason for Decision" field during review finalization

  • Bulk Review Actions: New capability to auto-select all MED and LOW severity findings that are undecisioned

  • Expanded Review Data Visibility: Additional fields now appear on Order Details and Review Findings screens

Assignment and Routing Enhancements

  • Enhanced Assignment Logic Using Firings: Assignment logic now leverages rule firings for accurate order routing

  • Appraiser-Based Filtering: Users can filter orders by appraiser from Report page links

  • Assignment Framework Improvements: Backend and UI updates across Assignment Logic, Get Next, and Auto-assignment processes

Rules and Data Enhancements

  • Expanded Rule Output Data: Rule responses now include report locations and image names

  • New Image Analytics Rules: Introduction of additional Image Analytics (DNA) rules

  • Rule Builder Enablement: New permissions added to support Rule Builder functionality

Checklist and UI Component Improvements (Coming Soon)

  • Continued enhancements to Checklist Builder framework with reusable components

What's Changed

Platform and UX Improvements

  • Angular Framework Upgrade: Updated UI framework for improved performance and maintainability

  • Optimized Image Handling: Image carousel now uses a single optimized endpoint

  • Form Viewer Enhancements: API enhancements now include rule results directly in responses

Data Model and API Updates

  • Expanded support for new fields across Create Order, Assignment, and Get Next workflows

  • Updates to order event messaging

  • Enhancements to support multi-PDF handling and artifact generation

Permissions and Security

  • Added visibility of Rule Builder permissions in user profiles

  • Resolved restricted access issues for low-permission users

What's Fixed

Review and UI Fixes

  • Fixed display issues in Findings management (tiers view) and Appraisal Info tab

  • Improved system behavior when no orders exist in an organization

Rules and Validation Fixes

  • Corrected missing UniqueIds in DRL rules

  • Fixed rule activation issues tied to UAD 1.4 rollout

  • Updated logic for rules with multiple qualifying nodes

  • Resolved mismatches between database rule IDs and source rule IDs

  • Fixed missing database references impacting rule execution

What to Expect in UAT

Users should focus testing on review decision workflows, assignment routing behavior, bulk review selection, rule output validation, and permissions/role-based access behavior.

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