Static Custom Rules, Multi-Recipient Messaging, and Final Artifact Display Controls Now in Production

What's new

• Added Word Search user experience enhancements to improve interaction and usability.

• Added support for static custom rules within Investigate.

• Added multi-select recipient support for Investigate messaging, including Processor/Coordinator, Customer, Integrated System, and Service Provider recipients.

• Added the ability for platform logging users to load directly into order details.

• Added a cache deletion API to the UAD service for removing files and folders from the cache bucket by file ID.

• Added support for dynamic field extraction and storage for checklist processing.

• Added support for populating dynamic field values within checklists.

• Added support for rich text in checklist text body components.

• Added a status override permission and related user interface updates.

• Added reason for decision fields to Reconsideration of Value and Reconciliation finalization screens.

• Added server-side pagination for Assignment Logs.

• Added support for returning human-readable rule names within Assignment Log findings.

• Added final artifact controls to determine which rules and findings are displayed in review outputs.

What's changed/improved

• Improved review artifact settings and PDF handling for appraisal types configured as PDF.

• Updated assignment logic user interface to better group risks, dollar amounts, and dates into logical sections.

• Enhanced findings handling and disposition workflows.

• Improved handling of revised appraisal uploads to preserve existing finding dispositions.

• Updated final review payloads, including dispositions and checklist details.

• Improved assignment log functionality to use field names and provide clearer information to users.

• Enhanced workflow refresh behavior and user feedback throughout Helpdesk and Review workflows.

• Improved error messaging across Review, Helpdesk, Workflow, and Rules experiences.

• Updated image carousel ordering to display images in numerical sequence.

• Improved findings management capabilities, including support for manual assignment of organizations.

• Enhanced word search findings and messaging to better identify searched report sections.

• Updated checklist usability with save button guidance and section highlighting.

• Improved review finalization workflows, including PDF section selection and finalization messaging.

• Replaced redundant review tier grouping dependencies with tier key logic.

• Added integration test coverage for assignment logic processing.

• Upgraded Spring framework components within the UAD service.

• Added database and performance optimizations, including indexing and infrastructure improvements.

What's fixed

• Fixed an issue where tabs did not consistently load content.

• Fixed assignment logic date handling issues.

• Fixed the missing red-dot notification indicator for newly uploaded appraisals.

• Fixed findings counts displayed in the form viewer.

• Fixed review finalization errors affecting reopened and re-decisioned orders.

• Fixed rules that continued firing after being disabled.

• Fixed an issue requiring findings to be re-decisioned during revision request workflows.

• Fixed checklist assignments occurring before tier assignment.

• Fixed checklist permissions that prevented reviewers from completing checklists.

• Fixed an issue preventing users from accessing Checklist Builder due to permission settings.

• Fixed Get Next assignment routing issues and user-level override behavior.

• Fixed revision-requested and revision-received status synchronization issues across the user interface.

• Fixed review rules that were not firing correctly.

• Fixed word search count calculations in findings messages.

• Fixed checklist behavior that could result in unsaved changes being lost when leaving preview mode.

• Fixed cache storage retry logic to properly validate files before insertion.

• Fixed Kafka and event-processing failures caused by null data conditions.

• Fixed duplicate key failures when processing existing image records.

• Fixed order assignment issues affecting auto-review tiers.

• Fixed FileType handling for Reconsideration of Value orders to support downstream integrations.

• Fixed review service stability issues that could result in processing failures and stalled orders.

• Fixed review payload and workflow processing defects across review, findings, checklist, and assignment functionality.

• Fixed various user interface, workflow, Helpdesk, and performance-related issues throughout the platform.

Support

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