Rule Management CSV Export, Rich Text Checklist Support, and Checklist Versioning

What's New

Enhanced rule management

• Added column filtering capabilities to the Rule Management page, making it easier to locate and manage rules

• Added CSV export functionality for Rule Management data

Rich text support

• Reviewers can now enter rich text formatting when completing checklist data capture fields

• Final summary comments now support rich text formatting, allowing for more detailed and readable review summaries

Findings management enhancements

• Added Order ID information to the Findings Log table to improve traceability and auditability

Checklist versioning

• Added checklist versioning support to improve tracking and management of checklist updates over time

What's Changed/Improved

Rule builder improvements

• Updated rule builder labels and field handling to provide a more intuitive experience

• Added additional guidance within the criteria builder to help users better understand how rule conditions are configured

• Rules are now displayed using the rule name and short description when referenced throughout the application

Navigation and administration updates

• Moved the Order Attribute menu item into the Import Configurations section for improved navigation and organization

• Enhanced helpdesk assignment logging to capture more assignment logic details

Workflow and integration enhancements

• Outbound workflow payloads now include the reason an order was placed on hold

• The platform now validates inbound review platform events and rejects requests containing missing or empty action data

• User role information is now included with analytics data to improve reporting and adoption insights

Performance improvements

• Optimized order queue and list performance by improving server-side pagination behavior

• Continued enhancements to rule filtering logic to improve efficiency and maintainability

What's Fixed

• Fixed an issue that could generate duplicate findings for the same rule on a single loan

• Fixed an issue where only newly generated finalized PDFs should be included in outbound payloads

• Fixed maximum length handling for final comments across all review workflows

• Fixed custom rule severity handling for tier-assignment clients to ensure configured severities are respected

• Fixed a reconciliation issue that could prevent reviewer assignment processing and leave review tiers unassigned

• Fixed exported checklist filenames that incorrectly added underscores around checklist names

• Fixed an issue that allowed repeated revision requests on orders that already had a revision request in progress

• Fixed an issue where associated file actions could delete the wrong file from an order

• Fixed an issue causing manual findings to display incorrectly instead of showing the user's designated finding name

• Fixed dashboard revision request counts to ensure accurate reporting

• Fixed the display of locked-tier icons and related error messages when moving orders between tiers

• Fixed various security and platform stability issues identified through ongoing remediation efforts

Support

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