etrac 6.4 Release Notes October 23, 2015

Transcription

1 etrac 6.4 Release Ntes Octber 23, 2015

2 General System Enhancements: Cmpliance: MARS: Added MARS rules t supprt Freddie Mac Appraisal Quality Message FRE1229. This message is nw supprted in the fllwing frms (requires the MARS app): Freddie Mac 70B / Fannie Mae 1004C Fannie Mae 2090 Freddie Mac Frm 70 / Fannie Mae Frm 2095 Freddie Mac Frm 752 / Fannie Mae Frm 1025 Message FRE1229 checks the 1004MC (Market Cnditins Addendum t the Appraisal) fr missing data. See the addendum fr the list f MARS rules added fr the 1004MC. NOTE: Supprt fr UAD frms were added in ur 6.3 release this past August. Enhancements: Client Mdule: Added a Date Due clumn t the fllwing screens: Open Orders (Navigatin: Main -> List All Open):

3 All Orders in Past Year (Navigatin: Main -> All Orders): The Date Due clumn displays the Date Needed date fr each rder. The Date Needed time is nt displayed in this clumn. If the Date Needed field is blank n the rder, the Date Due clumn will display as blank fr that rder. Client Prfile: Increased the Client Name field s max character limit t 200 characters. RealEC Integratin: The RealEC RushIndicatr element is nw mapped t the etrac Rush flag (requires the RealEC Integratin app). XPath: Transactin/PrductList/Prduct/RushIndicatr When the RushIndicatr element cntains "Yes": Displays the "Rush" check bx (Status Inf sectin) as checked in the Staff Mdule Update Order Frm screen. Displays "Yes" adjacent t the "Rush Order" field (Status Inf sectin) in the Staff Mdule Order Frm Print screen.

4 Displays Yes adjacent t the Rush: label (Status Inf sectin) in the Vendr Mdule Order Frm. When the RushIndicatr element cntains "N": Displays the "Rush" check bx (Status Inf sectin) as unchecked in the Staff Mdule Update Order Frm screen. Displays "N" adjacent t the "Rush Order" field (Status Inf sectin) in the Staff Mdule Order Frm Print screen. Hides the Rush: label (Status Inf sectin) in the Vendr Mdule Order Frm. NOTE: The Rush flag is nt currently displayed n the Client Mdule Order Frm.

5 System Settings: Added a system setting that allws Staff Users t enable r disable the Delete link in the Vendr Mdule Vendr Prfile screen. Staff Mdule Navigatin: Setup -> System Settings -> Cnfigure Vendr Cmmunicatins. Setting Text: Wuld yu like t allw yur Vendrs t delete their Vendr Dcuments (License, E&O, Sample Appraisal etc.)? When set t Yes (default), the Delete link will display in the Vendr Mdule Vendr Dcuments screen (Navigatin: Setup -> My Prfile -> Dcuments sectin, Attach and View Dcuments link): When set t N, the Delete link will nt display in the Vendr Mdule Vendr Dcuments screen: NOTE: The Delete link will always be displayed in the Staff Mdule Vendr Dcuments screen regardless f the system setting cnfiguratin. Added a system setting t require a File Type Descriptin when uplading files in the Client Mdule Order Frm (requires the Uplad File Types app). Staff Mdule Navigatin: Setup -> System Settings -> Cnfigure Client Cmmunicatins.

6 Setting Text: Require a File Type Descriptin when uplading files frm the Client Mdule? When set t Yes, the Client User must select a File Type Descriptin when a file is selected fr uplad in the rder. When set t N, the Client User is nt required t select a File Type Descriptin when a file is selected fr uplad in the rder (this is the default). User Permissins: Mdified the Staff Mdule Order Details Update Engager/Status link as fllws (requires the User Permissins app): Nw respects the Client Prfile e2e settings: Allw e2e Parent t update rder status t Cmpleted? Allw e2e Parent t update rder status t Request fr Revisins/Addenda? Allw e2e Parent t update rder status t Cancelled? Allw e2e Parent t update rder status t On Hld? Always send Accepted by Vendr status t e2e Parent? Always send Declined by Vendr status t e2e Parent? When a Staff User updates the Order Status t "Cancelled" via the "Update Engager/Status" link: Set the Cancelled Date and Time Stamp n the rder. When applicable, display the rder in the fllwing queues: Staff Mdule "Cancelled Appraisals by Client" queue (Navigatin: Main -> Cancelled Orders). Staff Mdule "Orders Cancelled Tday" queue (Navigatin: Main -> Daily Dashbard). Vendr Mdule "Cancelled Orders in the past year" queue (Navigatin: Main -> Cancelled Orders). Client Mdule "Cancelled Orders" queue (Navigatin: Main -> Cancelled Orders). Client Mdule "Orders Cancelled Tday" queue (Navigatin: Tls -> Daily Dashbard). Vendr/Client Imprt: Client Users can nw be upladed in the Vendr/Client Imprt screen (requires the Vendr/Client Imprt app). Previusly, the Client User imprt was nly supprted in the Client Prfile screen.

7 Staff Mdule Navigatin: Tls -> Vendr/Client Imprt. Added a Client ID clumn t the Client User imprt tab. The Client ID clumn is required when imprting frm the Vendr/Client Imprt screen. Users will be prmpted t navigate t the Client Prfile screen if the Client ID clumn is blank. The Client ID clumn is nt required when imprting frm the Client Prfile screen. This update requires users t dwnlad the updated template by clicking the Dwnlad Template link. The system will ntify the user if they attempt t uplad an ld versin f the imprt template. Wrkflw Engine: Added a Send File Uplad Ntificatin actin (requires the Wrkflw Engine app). This new actin will allw Staff Users t custmize the file uplad ntificatin. When cnfigured, this actin replaces the standard file uplad ntificatin. This prevents delivery f duplicate file uplad ntificatins. The standard file uplad ntificatin is sent when the fllwing system settings are enabled: "Wuld yu like t be ntified when the Appraisers update the rder status and/r uplad files?" "Wuld yu like t ntify Appraisers when the Client uplads a file t an rder?" When the Send File Uplad Ntificatin actin is selected: Displays the fllwing check bxes: Upladed By Staff When checked and a file is upladed t the rder by a Staff User, the Send File Uplad Ntificatin actin will be triggered. Upladed By Client When checked and a file is upladed t the rder by a Client User, the Send File Uplad Ntificatin actin will be triggered. Upladed By Vendr When checked and a file is upladed t the rder by a Vendr, the Send File Uplad Ntificatin actin will be triggered.

8 Upladed By Reviewer When checked and a file is upladed t the rder by a Reviewer, the Send File Uplad Ntificatin actin will be triggered. NOTE: All checkbxes will be unchecked by default. The fllwing cnfiguratin ptins are available fr the Send File Uplad Ntificatin actin: Bdy Attachment Optins Addresses Lg ( Add t Lg and Add t Status Histry ) Filters The fllwing cnfiguratin ptins are nt available fr the Send File Uplad Ntificatin actin: Prcess Actin Order Status Pst URL AVM/Data Analytics ERB Reprt Package NOTE 1: If the cnfigured Send File Uplad Ntificatin actin(s) d nt apply t an rder, and the abve system settings are enabled, the standard file uplad ntificatin will be delivered. NOTE 2: The Enhanced Vendr File Uplad app des nt trigger the standard file uplad ntificatin in all cases (cmpared t the standard file uplad implementatin). In these scenaris, a Send File Uplad Ntificatin actin will need t be cnfigured. Created a Send Status Ntificatin actin (requires the Wrkflw Engine app). This actin will allw Staff Users t custmize status ntificatins based n the selected Order Status. When cnfigured, this actin replaces the standard status ntificatin. This prevents delivery f duplicate status ntificatins.

9 Alternatively, users can select the All Statuses ptin, which will apply the custmized t all Order Statuses. This ptin applies t standard and custm Order Statuses. NOTE: The Custm Status app is required t create Custm Order Statuses. The Send Status Ntificatin actin respects the Ntificatins selected fr the respective Client User(s) n the rder. ntificatins are cnfigured in the Client User Prfile. The Send Status Ntificatin actin respects the Ntify Client and Ntify Vendr check bxes n the Staff Mdule Order Frm. These check bxes will verride the Client Ntificatins cnfigured in the Client User Prfile. When the Send Status Ntificatin actin is selected: The fllwing cnfiguratin ptins are available fr the Send Status Ntificatin actin: Prcess Actin Order Status Bdy Attachment Optins Addresses (accepts merge fields) Subject Lg ( Add t Lg and Add t Status Histry ) Filters The fllwing cnfiguratin ptins are nt available fr the Send Status Ntificatin actin: AVM/Data Analytics ERB Reprt Package NOTE: If the cnfigured Send Status Ntificatin actin(s) d nt apply t an rder, the standard status ntificatin will be delivered (where applicable).

10 Maintenance: Accunting Reprts: Addressed Staff Mdule Vendr Billing Reprt time ut errrs. Staff Mdule Navigatin: Accunting -> Mre Reprts -> Vendr Billing. Autmated ERB s: Addressed knwn issues with Autmated ERB s, created with the etrac Reprt Builder General Reprt type, that were delivering duplicate s (requires the etrac Reprt Builder and Autmated ERB s apps). Client User Aut Prcess CC: Addressed knwn issues with the uplading f duplicate credit card receipts when a credit card payment is autmatically prcessed in the Client Mdule (requires the Client User Aut Prcess CC app). Client Registratin: Addressed the server errr that was displayed when submitting a Client Registratin in the Firefx brwser. Cmmercial Order Frm: The Address 2 field n lnger displays NULLs when blank (requires the Cmmercial Order Frm app). etrac Reprt Builder: Addressed knwn issues with the spradic Invalid Stred Prcedure errr, which was displayed when using the General Reprt type (requires the etrac Reprt Builder app). MARS: Added supprt fr MARS rules that have text cntaining the fllwing symbls: &, <, r > (requires the MARS app). Previusly, these rules were preventing the Vendr Mdule warning windw frm displaying.

11 Staff Mdule Order Frm: Addressed duplicate Vendr Status ntificatins that were appearing in the Staff Mdule Status Histry. This issue ccurred when the fllwing Client Prfile settings were enabled: Always send Accepted by Vendr status t e2e Parent? Always send Declined by Vendr status t e2e Parent? Restred functinality t the Vendr Search links when displayed in the Chrme and Firefx brwsers. Vendr Mdule Order Frm: The assigned Reviewer and Supervisr Vendr Users are nw able t update rders that are assigned t a Sub-Vendr (requires the Sub-Vendrs app). Wrkflw Engine: Addressed knwn issues with the Deliver Files actin that was failing n sme rders (requires the Wrkflw Engine app). MARS update table begins n the next page.

12 MARS Rules - FRE MC GDMS Rule ID GDMS-3452 GDMS-3453 GDMS-3454 GDMS-3455 GDMS-3456 GDMS-3457 GDMS-3458 GDMS-3459 GDMS-3460 GDMS-3461 GDMS-3462 GDMS-3463 GDMS-3464 GDMS-3465 GDMS-3466 GDMS Rule Text The ttal number f cmparable sales settled in the prir 7 t 12 mnths is blank. (Market Research & Analysis sectin) The ttal number f cmparable sales settled in the prir 4 t 6 mnths is blank. (Market Research & Analysis sectin) The ttal number f cmparable sales settled in the prir 3 mnths is blank. (Market Research & Analysis sectin) The verall trend f cmparable sales settled is blank. (Market Research & Analysis sectin) The absrptin rate (Ttal Sales/Mnth) fr the prir 7 t 12 mnths is blank. (Market Research & Analysis sectin) The absrptin rate (Ttal Sales/Mnth) fr the prir 4 t 6 mnths is blank. (Market Research & Analysis sectin) The absrptin rate (Ttal Sales/Mnth) fr the prir 3 mnths is blank. (Market Research & Analysis sectin) The verall trend f absrptin rate is blank. Please select an verall trend fr the absrptin rate. (Market Research & Analysis sectin) The ttal number f cmparable active listings in the prir 3 mnths is blank. (Market Research & Analysis sectin) The mnths f huse supply (Ttal Listings/Ab.Rate) fr the prir 3 mnths is blank. (Market Research & Analysis sectin) The median cmparable sale price in the prir 7 t 12 mnths is blank. Please enter the median cmparable sale price fr the prir 7 t 12 mnths. (Market Research & Analysis sectin) The median cmparable sale price in the prir 4 t 6 mnths is blank. (Market Research & Analysis sectin) The median cmparable sale price in the prir 3 mnths is blank. (Market Research & Analysis sectin) The verall trend fr the cmparable sale price is blank. Please select an verall trend fr the cmparable sale price. (Market Research & Analysis sectin) The median cmparable sales days n market in the prir 7 t 12 mnths is blank. (Market Research & Analysis sectin) 1004 (UAD) 2055 (UAD) 1073 (UAD) 1075 (UAD) 1004C

13 GDMS-3467 GDMS-3468 GDMS-3469 GDMS-3470 GDMS-3471 GDMS-3472 GDMS-3473 GDMS-3474 GDMS-3475 GDMS-3476 GDMS-3477 GDMS-3478 GDMS-3479 GDMS-3480 GDMS-3481 The median cmparable sales days n market in the prir 4 t 6 mnths is blank. (Market Research & Analysis sectin) The median cmparable sales days n market in the prir 3 mnths is blank. (Market Research & Analysis sectin) The verall trend f median cmparable sales days n market is blank. Please select an verall trend fr the median cmparable sales days n market. (Market Research & Analysis sectin) The median cmparable list price fr the prir 3 mnths is blank. (Market Research & Analysis sectin) The median cmparable listings days n market fr the prir 3 mnths is blank. (Market Research & Analysis sectin) The median sale price as percentage f list price fr the prir 7 t 12 mnths is blank. (Market Research & Analysis sectin) The median sale price as percentage f list price fr the prir 4 t 6 mnths is blank. (Market Research & Analysis sectin) The median sale price as percentage f list price fr the prir 3 mnths is blank. (Market Research & Analysis sectin) The verall trend f median sale price as percentage f list price is blank. Please select an verall trend fr the median sale price as percentage f list price. (Market Research & Analysis sectin) The "seller - (develper, builder, etc.) paid financial assistance prevalent?" selectin is blank. Please select either Yes r N. (Market Research & Analysis sectin) The verall trend fr paid financial assistance is blank. Please select an verall trend fr paid financial assistance. (Market Research & Analysis sectin) The seller cncessins trends descriptin fr the past 12 mnths is blank. (Market Research & Analysis sectin) The "Are freclsure sales (REO sales) a factr in the market?" selectin is blank. Please select either Yes r N. (Market Research & Analysis sectin) The trends in listing and sales f freclsed prperties explanatin is blank. (Market Research & Analysis sectin) The "Cite data surces fr abve infrmatin." field is blank. (Market Research & Analysis sectin)

14 GDMS-3482 GDMS-3483 GDMS-3484 GDMS-3485 GDMS-3486 GDMS-3487 GDMS-3488 GDMS-3489 GDMS-3490 GDMS-3491 GDMS-3492 GDMS-3493 GDMS-3494 GDMS-3495 GDMS-3496 The explanatin and supprt fr yur cnclusin in the Neighbrhd sectin f the appraisal reprt frm is blank. (Market Research & Analysis sectin) The Prject Name field is blank. (Cnd/C-p Prjects sectin) The ttal number f cmparable sales settled in the prir 7 t 12 mnths is blank. (Cnd/C-p Prjects sectin) The ttal number f cmparable sales settled in the prir 4 t 6 mnths is blank. (Cnd/C-p Prjects sectin) The ttal number f cmparable sales settled in the prir 3 mnths is blank. (Cnd/C-p Prjects sectin) The verall trend f cmparable sales settled is blank. (Cnd/C-p Prjects sectin) The absrptin rate (Ttal Sales/Mnth) fr the prir 7 t 12 mnths is blank. (Cnd/C-p Prjects sectin) The absrptin rate (Ttal Sales/Mnth) fr the prir 4 t 6 mnths is blank. (Cnd/C-p Prjects sectin) The absrptin rate (Ttal Sales/Mnth) fr the prir 3 mnths is blank. (Cnd/C-p Prjects sectin) The verall trend f absrptin rate is blank. Please select an verall trend fr the absrptin rate. (Cnd/C-p Prjects sectin) The ttal number f cmparable active listings in the prir 3 mnths is blank. (Cnd/C-p Prjects sectin) The mnths f huse supply (Ttal Listings/Ab.Rate) fr the prir 3 mnths is blank. (Cnd/C-p Prjects sectin) The "Are freclsure sales (REO sales) a factr in the market?" selectin is blank. Please select either Yes r N. (Cnd/C-p Prjects sectin) The trends in listing and sales f freclsed prperties explanatin is blank. (Cnd/C-p Prjects sectin) The "Summarize the abve trends and address the impact n the subject unit and prject" field is blank. (Cnd/C-p Prjects sectin) GDMS-3626 File Number is blank. Please enter a File Number. GDMS-3627 Appraiser Cmpany Name shuld nt be blank. GDMS-3628 Appraiser State License/Certificatin shuld nt be blank. GDMS-3629 Appraiser Address shuld nt be blank.