- DATE:
- AUTHOR:
- The Cotality Collateral Investigate team
Tier-Level Escalation Configuration, Enhanced Rule Analysis, and Expanded Assignment Automation
What's New
Tier-level escalation configuration Organizations can now configure shallow and deep escalation behavior directly at the tier level. This enhancement provides greater flexibility in defining review workflows and allows organizations to tailor escalation paths to their unique operational requirements. Administrators gain more control over how reviews progress through the organization, helping ensure work is routed appropriately while reducing the need for manual intervention.
Enhanced rule analysis capabilities Additional rule-analysis enhancements have been implemented to improve the platform's ability to evaluate review data and to support more consistent decision-making. Improved rule analysis helps organizations identify review trends more effectively, supports higher-quality review outcomes, and increases overall operational efficiency.
Improved reviewer assignment automation New workflow capabilities further support automated reviewer assignment processing based on configured business rules. By reducing manual assignment activities, organizations can distribute workloads more efficiently, improve review turnaround times, and help ensure reviews are assigned to the most appropriate resources.
What's Changed/Improved
Improved form viewer performance Updates to the form viewer improve responsiveness and optimize performance when opening and reviewing appraisal forms. Reviewers can access appraisal content more quickly, reducing delays and increasing productivity during the review process.
Enhanced findings management usability Import and export functionality for findings management has been improved to provide a more reliable experience when managing findings data across reviews. These enhancements reduce administrative effort, improve data consistency, and make it easier to manage findings at scale.
Streamlined review workflow experience Several workflow enhancements improve the consistency of review processing, including preserving rule decision indicators as order statuses change and optimizing queue refresh behavior across review screens. Reviewers experience fewer workflow interruptions and can maintain visibility into review decisions throughout the review lifecycle.
Improved tier administration Tier management has been enhanced through improved configuration options, clearer administrative controls, and stronger validation during tier maintenance. Administrators can manage review structures more confidently while reducing the risk of configuration-related issues that impact order routing and assignment.
Usability and interface improvements Multiple updates across the platform improve navigation, clarify decision-making tools, and provide a more intuitive user experience, helping reviewers work more efficiently, reduce training requirements, and improve overall user satisfaction.
What's Fixed
Fixed revisions on completed orders not returning to appropriate assigned status
Fixed reviewer checklist responses lost during revisions
Fixed missing comment indicators on Order Details page
Fixed findings comment notifications displaying incorrect counts
Fixed reason-for-decision entry and display usability issues
Fixed findings comment edit and view action usability issues
Fixed hover text behavior for cut-off columns
Fixed editing errors for tiers with platform assignment organizations
Fixed orphaned orders from tier soft deletions
Fixed assignment logic for automatic review tier routing
Fixed findings management import/export processing
Removed placeholder and hardcoded data from review final-page components to ensure accurate display of review information
Support
If you encounter any issues or have feedback during UAT testing, please submit a ticket here.