Multi-Comment Collaboration, Checklist Import/Export, and Tier-Specific Review Configuration

What's New

Expanded reviewer collaboration capabilities Reviewers can now add and manage multiple comments on findings, providing greater flexibility when documenting review observations, collaborating across review teams, and maintaining a complete audit trail throughout the review process.

Checklist import and export functionality Organizations can now export and import checklist configurations, making it easier to standardize review processes across teams, replicate configurations between environments, and reduce administrative effort when managing checklist templates.

Greater control over tier-specific review configurations Administrators can now apply artifact settings to specific review tiers, enabling more tailored review experiences and allowing organizations to align artifacts and outputs with the needs of different review workflows.

Workflow simulation capabilities for administrators A new internal workflow simulation tool has been introduced to support end-to-end testing and validation of appraisal workflows.

What's Changed/Improved

Enhanced assignment and workflow automation LTV data integration and improved date handling for assignment logic and Get Next functionality.

Improved review lifecycle management Users can view revision request reasons; completed Investigate orders can be reopened; revision submission status changes appear in order event timelines.

Improved rule accuracy and analysis Enhanced rule processing and workflow execution; improved handling when Order IDs are unavailable.

Enhanced document review experience Color-coded field highlighting by severity in Form Viewer; improved summary and artifact generation.

Improved outbound data and integrations Outbound status messaging now includes tier information, providing downstream systems and clients with additional context regarding review progress and review assignment status.

What's Fixed

• Comments updating at terminal review status

• Address mismatch rule false positives

• Erroneous finding generation from rule processing

• Search Term Management permissions issue

• Rule builder misfiring behavior

• Tier reordering via drag-and-drop

• Rule disablement across tiers

• Lending Authority Override processing

• Summary character limits and commentary truncation in artifacts

Support

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