Order Status Renaming and Order Summary Enhancements Head to UAT

Overview

This UAT release introduces several key updates focused on improving system performance and user experience for the Collateral Management System (CMS).

Platform Enhancements

Status Name Updates (APPMOD-4391)

CMS order status names were modernized while keeping Status IDs unchanged. The updates include:

• DRAFT NOT ACCEPTABLE → REVISION NEEDED

• ASSIGNED TO PROVIDER → PENDING PROVIDER ACCEPTANCE

• ACCEPTED → ASSIGNMENT ACCEPTED

• INCOMING (NEW) → NEW ORDER CREATED

• EXCEPTION – GATEWAY → EXCEPTION – INVESTOR SUBMISSION

• GATEWAY IN PROGRESS → INVESTOR SUBMISSION IN PROGRESS

Users with downstream systems or external reporting referencing status names must update their filters and references accordingly.

Field Label Updates (APPMOD-4391, APPMOD-2622, APPMOD-2034)

Updates include renaming the "Rejected" queue to "Revision Needed" and replacing all "Gateway" references with "Investor Submission" across Order Summary, Administrative Preferences, and access controls. "Service" terminology changed to "Product" in Advanced Search.

Order Summary Enhancements (APPMOD-3847)

Interface updates include adjusted font sizing, spacing, and field grouping, plus a new Product Type field identifying legacy forms versus UAD 3.6 orders.

Automated Tasks (APPMOD-3849)

Field ordering was rearranged and the Create Automated Action dropdown now defaults to "Create Task" instead of "Create Follow-up Message."

Advanced Search Improvements

New search parameters include: Appraised Value Range, Rate Lock Expiration Date, Appraisal Contingency Date, and Mortgage Contingency Date. Users enable columns via My Preferences.

Issue Resolutions

• CLCTUTD-15813: Fixed invoice delivery failures after file transfer errors

• CLCTUTD-15583: Corrected file download functionality issues

• CLCTUTD-14994: Added retry logic for batch quote order assignment

• CLCTUTD-14435: Prevented duplicate batch quote creation

• CLCTUTD-7306: Improved Customer Turn Time Exception tab performance

• APPMOD-6247: Resolved bulk fee update failures

Support Contact

CMS Support: Weekdays 7:00 a.m. – 7:00 p.m. CT Email: fncsupport@corelogic.com Phone: 1-888-963-3330