2025 Expere EZ Config Changelog
These changelog entries outline changes and enhancements made to the Expere EZ Config products for each release: Packages and Packets (PP), Default Data (DD), and EZ Gateway/EZ Service (EZ).
Hosted environments: See our Release Schedule calendar to view maintenance event information for the Production environment.
December 2025
| EZService: Propagate CompliEditor Account Changes |
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| Summary:
EZService was enhanced to automatically propagate Account information changes made in CompliEditor to all related organizations and policies in CompliEditor. When Account information (such as Charter, Account Type, etc.) is updated and saved in CompliEditor, the system now ensures these changes are consistently applied across all associated organizations and policies in the CompliEditor database. Additionally, when creating new Organizations or Policies, the system now includes the Account information in the transaction data, ensuring consistency from the point of creation. |
| EZConfig: Security Issues and Monthly component updates |
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Summary: As part of a regular cadence to review and upgrade any
items used by EZ Config for security issues and monthly component upgrades, we
have upgraded the following:
|
November 2025
| EZConfig: Security Issues and Monthly component updates |
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Summary: As part of a regular cadence to review and upgrade any
items used by EZ Config for security issues and monthly component upgrades, we
have upgraded the following:
|
| PnP: Multi-Subnet SQL Connection String Failover Enhancement |
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Summary:
For self-hosted customers only: EZ Config Packages and Packets'
connection string has been updated to allow for using a full SQL connection
strings. This allows for using MultiSubnetFailover=true in
the connection string. The following new variable is available:
Refer to the following topics in the OctoDeploy for Packages and
Packets Installation guide for details: |
| DD: Multi-Subnet SQL Connection String Failover Enhancement |
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Summary:
For self-hosted customers only: EZ Config Default Data's connection
string has been updated to allow for using a full SQL connection strings.
This allows for using MultiSubnetFailover=true in the
connection string. The following new variable is available:
Refer to the following topics in the Default Data Installation
Guide for details: |
October 2025
| EZService: SQL Connection Strings updated for Multi-Subnet Failover |
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Summary:
For self-hosted customers only: EZ Service connection string
has been updated to allow for using a full SQL connection string. This
allows for adding MultiSubnetFailover=true in the connection string. The
following new variables are available:
Refer to OD Variables for EZ Service for details. Note: The following items have been removed:
|
| EZConfig: Security Issues and Monthly component updates |
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|
Summary: As part of a regular cadence to review and upgrade any
items used by EZ Config for security issues and monthly component upgrades,
we have upgraded the following:
|
| PnP/EZS/EZG: Enhanced Document-Level Control for eOriginal Closing Center in EZConfig |
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Note: This enhancement impacts Pckages and
Packets, EZServices and EZGateway.
Also, the Packages and Packets workflow in EZ Config now supports sending the Closing Center document type when adding documents to a packet. This change enables document-level settings for preview and pre-close. The feature flag that enables this functionality has been set to True so the capability is available in environments where the flag is turned on. What Was Affected:
Resolution: The user interface was updated to include:
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September 2025
| EZConfig: Security Issues and Monthly Component Updates |
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|
Summary: As part of a regular cadence to review and
upgrade any items used by EZ Config for security issues and
monthly component upgrades, we have upgraded the following:
|
| PnP: Anti-Virus scan added for file uploads |
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| Summary: Files uploaded through Packages and Packets
are now scanned by an antivirus app before being opened or used,
preventing malware or viruses from being uploaded to the server.
What Was Affected:
Resolution:
|
August 2025
| DD: Anti-Virus scan added for file uploads |
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| Summary: Files uploaded to DD are now scanned for viruses before
being allowed to be used by the application to prevent viruses or malware
from being uploaded. A new API has been added that sends requests to CAVA
for file scanning when transform variable 'EnableAntiVirusScan' is
true. What Was Affected:
Resolution: Implemented comprehensive anti-virus scanning for
all file uploads with configurable settings and logging.
|
| EZService: Addition of an Audit Consumer Support for Wolters Kluwer® CompliEditor |
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| Summary: In preparation for supporting data auditing
within Wolters Kluwer® CompliEditor, the EZService infrastructure
was enhanced with a new Audit Consumer and database configuration to
handle audit events. This ensures audit trails are captured reliably
when users modify application data. What Was Affected:
Resolution: An Audit Consumer was created within EZService to support audit functionality for CompliEditor. |
| EZConfig: Security issue and monthly component upgrades |
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|
Summary: As part of a regular cadence to review and
upgrade any items used by EZ Config for security issues and monthly
component upgrades, we have upgraded the following:
|
June 2025
| DD: Generate Document - Jurisdiction selection added |
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| Summary: Previously, Default Data users generating
documents were required to supply a transaction and were unable to
select a single jurisdiction independently. This created unnecessary
friction when only jurisdiction selection was needed. What Was
Affected:
Resolution: The user interface was updated to include:
Note: Error messaging was enhanced:
|
May 2025
| EZConfig: General Updates |
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| Summary: We have reviewed and upgraded items used with Hosted Expere for monthly component and security updates, per the PBI numbers referenced directly above. |
April 2025
| DD: Generate Documents UI Updates – "Generate" Button Addition |
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| Summary: The Generate Documents UI has been
enhanced with a new "Generate" button. This update allows
users with the appropriate permissions to generate a live PDF
version of a document. Key Updates
|
| DD: [UI Update] "Generate Documents" Button Renamed to "Preview" |
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| Summary: The "Generate Documents" button has been renamed to "Preview" across all environments. This change aligns with its functionality, as documents generated through this option will always include a "Preview" watermark. This update enhances clarity for users when generating draft documents. |
| DD: New Permissions for Expere – Generate Document |
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| Summary: New permissions have been introduced in
Expere® EZ Config to control access to Generate
Document functionality. Generate Document requires
additional role-based permissions. New Permissions
Added:
Note: For Production environment only. This
feature allows users to access the Generate
Document functionality within EZ Config Default
Data in the Production environment. This is not
automatically applied and users must be provisioned to
gain access. Important:
|
March 2025
| DD: Import Error Handling issue resolved |
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| Summary: Previously, when importing an exported
organization into Default Data after the name of the organization
was manually changed within the exported file, a BaseException error
occurred. While this was displayed to the user in the form of a
message, the error was not logged. This scenario has been
modified to report as an Exception, causing the issue to be both
displayed as an error to the user as well as being entered into
the log file. |
February 2025
| EZ Gateway: Element changed to an Attribute on an Element |
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| Summary: The package name Element has been changed to an attribute within an element. |
| PnP: Index added to database fields |
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Summary: An index has been added to the following
database fields:
Note: Database changes will be included
in the next release |