DATE:
AUTHOR:
The Cotality CMS team
Collateral Investigate™

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

DATE:
AUTHOR: The Cotality CMS 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.

Powered by LaunchNotes