Checklist PDF Reporting, Review Tier Locking, and Expanded GetNext Configuration Land in UAT

What's New

Checklist Enhancements (preview and creation only)

• Checklist section added to Review Artifact PDF for auditing and reporting

• Checklist Builder UI integration with APIs for improved performance

• Checklist logo upload support enabled within UI

• Checklist API endpoints delivered for extensibility and automation

FileVault and Reporting

• File Metrics reports can now be generated by Collateral Client ID

Review Workflow Improvements

• New "On Hold" status handling for better review control

• Review tier locking capability to prevent reassignment

• Enhanced final PDF configuration via organizational toggles

• Expanded Reasons dropdown with improved display

Word Search and Permissions

• Wordsearch permissions and organizational settings introduced

GetNext Enhancements

• GetNext configuration in Org Settings and Assignment Logic

• Extended APIs supporting GetNext data points across order lifecycle

What's Changed/Improved

Findings Management

• Improved handling of manually added findings visibility and categorization

• Enhanced comments and sharing on manual findings

• Refined display of regulators and citations

• Improved Findings table responsiveness

Review Experience

• Minimum character requirement for summary comments implemented

• Review Tier selection updated to support multi-select for members

• Enhanced activity logging when orders assigned to tiers

• Improved error messaging for organization settings

• Fixed date picker and avatar rendering issues

Rules and Rule Engine

• Continued UniqueID support rollout across UAD and Review rules

• Enhanced rule error handling and messaging

• Updated rule severity for specific UAD rules

• Improved rule engine stability

PDF and Document Generation

• Updated PDF cover page design

• Enhanced PDF generation resiliency

• Improved checklist content presentation in final PDF

Platform and Infrastructure

• Spring framework upgraded for PDC Service

• Playwright regression test suites implemented (Phases 1-2)

• Helpdesk dependencies updated (Angular upgrade)

• Workflow outbound message retention limited to 30 days

What's Fixed

Key Bug Fixes

• Auto-review tier creation and saving issue resolved

• GetNext logic fixed (completed/started orders issue)

• Review findings for IA rules now appearing correctly

• Permissions form inconsistencies corrected

• Order Queue UI truncation fixed (Loan # field visibility)

• Findings import issues for emulated users resolved

Review and Workflow Fixes

• Review rule results now returned for certain test files

• API behavior corrected for order creation and rule execution

• Manual findings appear in correct sections

• DB migration issue impacting stability resolved

• Assignment and reconciliation workflow inconsistencies fixed

UI Fixes

• Findings modal dropdown behavior fixed

• Organization settings save handling corrected

• Avatar rendering issues resolved

• General UI stability improvements

Additional Notes

• Weekly support work ongoing (Weeks 9-11) focused on stabilization and monitoring

• Continued investment in automation, test coverage, and system reliability

Support

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