- DATE:
- AUTHOR:
- The Cotality Collateral Investigate team
Checklist-to-Tier Assignment, Expanded GetNext Prioritization, and New Document Types Land in UAT
What's New
Enabled the ability to associate checklists with review tiers, allowing organizations to apply structured review steps based on assignment logic
What's Changed / Improved
Review & Assignment Experience
Enhanced GetNext prioritization logic by enabling additional fields (e.g., valuation type, property type, appraised value) to be configured and used for assignment workflows
Document & Workflow Processing
Added support for additional document types within Review and Workflow processing, expanding coverage. Additional supported document types include Property Data, Flood Certificate, ROV Internal, ROV External, and ROV Disclosure
Updated the Create Order API to allow orders to be submitted without a Borrower Name when not yet available, improving intake flexibility
Bug Fixes
Resolved an issue where the "On Hold" status was not functioning correctly, restoring expected workflow control for managing review statuses
Additional Notes
Ongoing weekly support work (Weeks 9–11) for stabilization
Continued investment in automation and reliability
Support
If you encounter any issues or have feedback during UAT testing, please submit a ticket here.