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v54.0 - 5/3/2023 Release Notes
v54.0 - 5/3/2023 Release Notes

v54.0 - Release Notes

Updated over 2 months ago

We’re pleased to announce that the following features and enhancements are now available:

  • NEW [Loan Roles] Added manual assignment/un-assignment of users to/from loan roles for a loan.

  • NEW [LE Conditions] In Conditions for different Task types sets required data in the modal window is set

  • NEW [SLA Group] Admin -> Underwriting -> Conditions. If a condition has a task associated the first level starts when a user uploads a document into a task

  • NEW [Task assignment] Fields for creating tasks for Large Deposit were added to Expressions: DateCreditReportInquiry, DateCreditReportGeneration, CompanyMadeInquiry, CompanyMadeInquiryType. Expressions for creating an auto task for Credit Inquires are written down

  • NEW [Task Assignment] Fields for creating tasks for Large Deposit were added to Expressions: Verified by Finicity, Deposit Amount, Payroll, Date of the Deposit. Expressions for creating auto task for Deposits are written down

  • NEW [SLA Group] System resets SLA for a condition on a loan when a task associated with a condition is rejected

  • NEW [SLA Group] A single type of SLA Group is set. (Multiple already works as SLA Groups works always). For Single type System finds the person least occupied from level - with the least conditions; if this person was used previously at any SLA level for this particular condition, it takes next least occupied

  • NEW Now the levels of SLA groups are displayed in task details with start date and time, potential and actual users

  • NEW SLA Group now can be assigned for a condition

  • NEW Now tasks to SLA groups are scheduled according to SLA start date

  • NEW [Conditions] Dynamic Fields are removed from Conditions

  • NEW [LE Conditions] In Conditions for different Task types sets required data in the modal window is set

  • NEW [Pipelines] Conditions are added to the Pipeline Expression level and loans are filtered accordingly

  • NEW [Condition Task] Loans -> LE Condition. For each Condition that has attached Tasks added a dropdown with these Tasks and with a click on Task Task Edit Modal Window appears

  • NEW [Tag] Conditions are added to the Tag Expression level

  • NEW [UX] Now the latest updated active application is a default application

  • NEW Now the tasks badge is displayed with count of incomplete task for every application

  • NEW [UX] Now Fees explanation are visible on RC or FRC

  • NEW [SLA Group] Admin -> Loans -> Conditions -> SLA Group Info Modal Window. Single/Multiple Type Column added, so now it's ordered for each level in the table view

  • NEW [SLA Groups] Admin -> Underwriting -> SLA Groups -> Create SLA Group -> Single. A Possibility to choose Multiple/Single logic was removed for the SLA level with the User assigned

  • NEW Now users can close unassigned forms after uploading them to be able to come back later to them to edit and assign

  • NEW [AUS] Added AUS Type manual switch between DU and LP

  • NEW Now an Admin user can add forms to tasks via task assignment criteria so that tasks for task type 'Form' have an attached form for the borrower to complete

  • NEW [MI Coverage Percentage] Added a possibility to set rules for defining MI Coverage Percentage. Admin user can write expressions and values based on loan criteria

  • NEW [SLA Groups] Admin -> Underwritting -> SLA Groups. For cases when the user included in the SLA group was deleted his name is highlighted in red and labeled (Deleted)

  • NEW [Conditions] Admin -> Underwriting -> Conditions -> Add/Edit Condition Modal Window. Radio button 'SLA Group/Borrower' was removed for task type associated with a condition since it should be on a task type level

  • NEW [SLA Group] Admin -> Loans -> Loan -> Conditions -> SLA Group Info Modal Window:
    - Added 'Potential Users' column which shows a list of Users from which the System chose an assignee and added Time to SLA Start Date. Order of columns set as: SLA Level, SLA (Hours), Potential Users, Users to complete, Type, Sla start date/time
    - The Single SLA logic now looks for the least occupied User in the scope of all Company's Conditions, not just one Loan

  • NEW [Conditions] Admin -> Loans -> Loan -> Conditions. Tasks statuses are synchronized with the Tasks tab

  • NEW [Conditions] Admin -> Underwriting -> Conditions -> Add Condition Modal Window. The field 'Entity' is renamed according to the type of Entity and prefilled in cases where there is only 1 item to choose

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