DATE:
AUTHOR:
The Cotality Collateral Investigate team
UAT release

Review-Only CDG Workflows, Finalize Review Permissions, and Risk-Based Assignment Logic Ship in UAT

DATE:
AUTHOR: The Cotality Collateral Investigate team

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.

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