- DATE:
- AUTHOR:
- The Cotality Collateral Investigate team
Review-Only CDG Workflows, Finalize Review Permissions, and Risk-Based Assignment Logic Ship in UAT
Overview
This release advances Appraisal Modernization with focus on review workflow accuracy, assignment logic enhancements, findings management improvements, and system stability.
What's New
Review Workflow Enhancements
Permission controls for finalizing reviews added
Review-only workflows now supported via CDG integration
Custom client rule execution enhanced with new backend endpoint
Assignment and Workflow Enhancements
Assignment logic expanded to include loan value and risk-based criteria
Get Next workflow capabilities expanded
Integer-based date field support added
New Finalize Review role permission enabled
What's Changed
Performance Improvements
Final PDF artifact generation speed improved
Findings Management Updates
Import/export CSV column alignment standardized
Backend structures updated for manual findings management
Review Experience Improvements
Finalize Review screen usability enhanced
Summary comment handling in final PDF artifacts updated
What's Fixed
Findings Management & UI Fixes
Tier Status column update issues resolved
Active/inactive custom rule filtering inconsistencies corrected
Findings → Tiers dropdown selection problems fixed
Pagination count display corrected
Assignment & Workflow Stability
Assignment logic errors and logging exceptions eliminated
Shallow assignment logging errors resolved
Rules & Execution Stability
Custom rules execution exceptions fixed
General UI & Data Fixes
Order Details and Order Queue default to descending sort by date
Additional Notes
Backend optimizations and logging improvements included for enhanced observability and platform stability.