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# Changelog Entries - 2023

This help topic encompasses new features, enhancements, and defect corrections covering all aspects of your hosted environment, including Expere Document Services. Expere Engine, DocViewer, and Print Fulfillment (for Delivery users).

Note: Consolidated changelogs: Beginning in January 2023, all products and components used with Hosted Expere are now available within a single, consolidated set of changelogs. This means all release information for these products will be available within a single help topic, and you will no longer need to navigate to individual changelogs to locate relevant release information for each product.

The changelog is still organized by month; within each release section, we have grouped the individual changelog entries by product (feature, enhancement, and defect correction). You can still find archived changelogs for all previous releases within the Archive page.

We hope you find the updated changelog format to be an improvement to your workflow, and we look forward to continually providing you with pertinent release information while increasing our user documentation efficiency.

Use of dynamic URL's: the Hosted Expere Changelog uses a dynamic URL to display the changelogs relevant to your version of the program, and as a result, the URL changes from release to release. For best results, always access the Changelog by clicking the hyperlink from the Expere Document Services landing page. If your desire is to bookmark the changelogs, we recommend bookmarking the landing page rather than the Changelog.

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December

Expere: SmartSign Plus® integration
Type: Feature Reference: PBI 767370, 797859, 792555, 768330, 789659 Documentation Impacts: SmartSign Plus® Feature Guide, eNote Workflow Outline, Expere Transaction XPaths for eOriginal, eNote Destruction Workflow Outline; PDF Form Field Name Guidelines for FillableCheckbox
- Summary: as part of our ongoing work to integrate SmartSign Plus® with Expere, the following functionality has been implemented: Execution type passed (PBI 767370): The Execution type is now passed to SmartSign Plus® from the Expere response file. Expere eSign is mapped to SmartSign Plus® E-Sign Expere InkSign is mapped to SmartSign Plus® Paper Expere NoSign is mapped to SmartSign Plus® View Only Notary is currently out of scope groupName can be passed instead of groupID (PBI 797859): the `groupName` can be passed when configuring the Package API through the `EOriginalSSPlusGroup/GroupName` XPath. See Expere Transaction XPaths for eOriginal for more information. Transaction failure logic added in Destruction workflow (PBI 792555): a transaction will fail if the if the eNote has been deposited in the eVault and `Txn/EOriginalDestructionType` = 1 or 2. See eNote Destruction Workflow Outline. Ability to send eNote documents to SmartSign Plus ® eVault added (PBI 768330): users may now send eNote documents to the eVault if the eVault is enabled and if the following data points must be present in the transaction: `/Txn/EOriginalVaultName` containing the preconfigured value setup within eOriginal SmartSign+. `/Txn/EOriginalTransactionTypeName` containing the preconfigured value setup within eOriginal SmartSign+. See eNote Workflow Outline and Expere Transaction XPaths for eOriginal for more information. Radio Buttons naming convention updated for Dynamic Documents (PBI 788858): the radio button naming convention has been updated to consist of the following changes: The "tagName" value now contains the REQ-authored "GroupID" value The "label" value now contains the REQ-authored "FieldName" value The "required" value has been removed For example:
      SS+TAG{"type": "RADIO_BUTTON", "tagName": "GroupID",  "label":"FieldName", "role": {"type": "Borrower", "num": 1}}
See PDF Form Field Name Guidelines for FillableCheckbox for more information. Triggering SmartSign Plus ® acroform naming convention (PBI 789659): `/Txn/EOriginalSSPlusFieldSupport` is used with the `ESignatureAndFieldSupport` ancillary output type to trigger the SmartSign Plus® naming conventions in the generated documents and Expere response file.

WCAG: Expere Engine enhanced to support embedded and Tagged .PDF's - December
Type: Enhancement Reference: PBI 797504, 791476, 791351 Documentation Impacts: See below for any pertinent links.
Summary: As a part of our continued effort to create WCAG compatible documents we have updated the Expere Engine to now support the generation of Tagged .PDF documents. We will continue making enhancements to the Expere Engine for Tagged .PDF support, so check back for items being identified and corrected. As part of our continued work to support Tagged .PDF's, we have implemented enhancements to resolve the following WCAG-related changes in the December release: Tag tree behavior enhanced for fillable fields in an individual PDF document (PBI 797504): It was reported that certain Tagged PDFs' tag tree order was incorrect when including a value for a field that was authored as a fillable field, specifically a Signature or Acknowledgement section within a document. When the document utilized an `eSignatureAndFieldSupport` ancillary output and when the document was not eSignable, the tag tree displayed tags in the wrong order and with incorrect Form values in some cases. This issue has been resolved so that when generating a Tagged PDf with `eSignatureAndFieldSupport` ancillary output, the resulting tag tree displays tags in the correct order and with the correct values. Signature fields now include alternate text tooltips in Tagged PDF (PBI 791476): It was identified that eSignature fields in a Tagged PDF should have included a tooltip in order to pass an accessibility check. As a result, Expere has been updated so that by default, an eSignature field will have a default tooltip value of "Unsigned Signature Field". Additionally, all fillable initial fields will contain a default value of "Unsigned Initial Field". Users may override these values and their own custom values through the following means: eSignature tooltip: pass in an `eSignatureAndFieldSupport` ancillary output in the transaction with the <eSignatureTooltip/> element containing the desired string value. Initial field tooltip: pass in an `eSignatureAndFieldSupport` ancillary output in the transaction with the <eSignatureInitialsTooltip/> element containing the desired string value. See Implementation Strategies > Using eSignature and Acroform fields > Setting a tooltip value and ADA Implementation Guide > Customizing Electronic Signature Tooltip for more information. Figure element on single page with no bounding box accessibility error resolved (PBI 791351): It was reported that Tagged PDFs were producing a "Figure element on single page with no bounding box" in the PAC Accessibility Checker; checkboxes and images were flagged for not containing a defined bounding box. A fully accessible document will have figures with a defined bounding box indicating the position of the figure on the page. This behavior has been enhanced so that checkboxes and images contain defined bounding boxes and pass the PAC 2021 Accessibility Checker.

Engine: Watermark processing flow updated for upcoming iText upgrade
Type: Enhancement Reference: PBI 762647
Summary: Internal analysis has determined that an upcoming iText upgrade would impact the way watermarks function within the Expere Engine. As a result, watermark processing has been updated within Expere to accommodate an upcoming iText upgrade. Note: This upgrade will not affect integrations or generated documents.

DocViewer: Track Changes enhancement
Type: Enhancement Reference: PBI 797711, 797851, 797852, 797853 Documentation Impacts: DocViewer Web Services Guide > BeginSession (Input) and CreateDocViewerSessionRequest; (Internal users) TestWebApp User Guide > Using the Test Web App interface - Create Session using transaction data
Summary: DocViewer has been enhanced so that changes can be saved and accessed during a later session. Users may now pass in a `changedDataPoints` flag during a `BeginSession`, so that additional modifications may be applied to a new session. Note: The record of changes appears after submitting documents or ending a current session on the End Session page within the Changed Transaction Data section. Users can continue to apply these same changes by selecting the Transfer changes to new session button on the End Session page then submitting a `changedDataPoints` flag during subsequent sessions.

DocViewer: PKGPKT.PackageName behavior enhanced with `BeginSession`
Type: Defect Reference: PBI 800848
Issue: Users reported 404 issues when attempting to launch a `BeginSession` using an EZ Config PKGPKT.PackageName content URI. Internal analysis determined that the alias was not being passed when retrieving the package from EZ Config Packages and Packets when using a `BeginSession`.
Solution: This behavior has been enhanced so that a DocViewer `BeginSession` can be started using PKGPKT.PackageName.

November

Note: A supplemental November Customer Test (CT) release was deployed on November 13th that promoted changes made in PBI 799797.

Generate-Synchronous API issue resolved
Type: Defect Reference: PBI 799797
Issue: A user reported that Generate-Synchronous API calls failed intermittently in our Customer Test (CT) enviroment for all packages. Internal analysis determined that an internal component was attempting to return certain packets without document instances, resulting in these failures.
Solution: This issue has been resolved so that failure no longer occur when using a Generate-Synchronous API call.

Note: The items below were deployed as part of the original November CT release.

Expere: SmartSign Plus® integration
Type: Feature Reference: PBI 794550, 789002, 788751, 789671 Documentation Impacts: SmartSign Plus® Feature Guide; eNote Workflow Outline; Expere Transaction XPaths for eOriginal; eOriginal data points used for a fixed or ARM loan
Summary: as part of our ongoing work to integrate SmartSign Plus® with Expere, the following functionality has been implemented: New mapping added to eoCreateSmartDoc schema (PBI 794550): the `eoCreateSmartDoc` template has been updated to include the mapping of `/Txn/CollateralItems/Collateral/MERSOrOtherNoteHolderRegistryOperatorDesc` to the eO schema `registryOperator`; see eOriginal data points used for a fixed or ARM loan for more information. Delivery and Vaulting setup in SmartSign Plus® (PBI 789002): users may now utilize the `/Txn/EOriginalSSPlusDeliveryType` XPath to upload documents for delivery and vaulting in SmartSign Plus®. See Expere Transaction XPaths for eOriginal for more information. Login logic enhanced (PBI 788751): additional logic has been added to the eOriginal > SmartSign+ login portion of the workflow that determines whether to pass or fail a transaction if a merged PDF is requested as an ancillary output. Refer to the SmartSign Plus® Feature Guide for more information. Note: If the transaction includes an XPath of `/Txn/EOriginalSSPlusFieldSupport = 1` and the request contains a Merged PDF ancillary output, the transaction should fail. If the transaction includes an XPath of `/Txn/EOriginalSSPlusFieldSupport = 0` and the request contains a Merged PDF ancillary output, the transaction will be considered valid. Package Name updated (PBI 789671): In order for users to customize their package name, they can now pass `Txn/EOriginalSSPlusPackageNameDesc`, which is a data string of data that is included in the SmartSignPlus package name in conjunction with the package name from the Expere response. This data could include, but is not limited to: Loan Identifier, Borrower Name, Line of Business, etc.

WCAG: Expere Engine enhanced to support embedded and Tagged .PDF's - November
Type: Enhancement Reference: PBI 792908, 693326, 791635, 791882, 772123 Documentation Impacts: See below for any pertinent links.
Summary: As a part of our continued effort to create WCAG compatible documents we have updated the Expere Engine to now support the generation of Tagged .PDF documents. We will continue making enhancements to the Expere Engine for Tagged .PDF support, so check back for items being identified and corrected. As part of our continued work to support Tagged .PDF's, we have implemented enhancements to resolve the following WCAG-related changes in the November release: Path elements marked as Artifacts (PBI 792908): It was identified that Path elements are required to be marked as artifacts. Path elements are underlines that appear in the document (for example: lines that appeared under headings and in the tagline). This behavior has been enhanced so that these path elements are now tagged as artifacts. LinkText tagging behavior enhanced when LinkReference and LinkText appear on separate pages (PBI 693326): It was reported for some Tagged PDF documents where a superscript (`LinkReference` in the native .REQ file) and the corresponding linked text (`Linktext` in the native .REQ file) were present on separate pages, the <Span> tag for the superscript was incorrect in the tag tree. This behavior has been resolved so when the superscript and corresponding linked text appear on separate pages, the <Span> tag appears with the appropriate linked text. <Span> tag contained incorrect information in tag tree (PBI 791635): it was reported that certain <Span> tags in the Adobe Acrobat tag tree were incorrectly placed in locations that were reserved for superscripts for linked text and the corresponding linked text. This behavior has been enhanced so that the superscript used for linked text only contains the corresponding linked text. Tag tree behavior enhanced for fillable fields (PBI 791882): It was reported that Tagged PDF’s tag tree order is incorrect when including a value for a field that was authored as a fillable field but for the given scenario, the Tagged PDF does not include fillable fields. For example, an REQ file is authored using a common file for notaries, but the REQ itself is not an eSignable document. In this scenario, some of the values in the signature and notary sections were out of order in the tag tree. This behavior has been addressed so that the tag tree displays values in the correct order. Tag tree behavior enhanced with tables embedded into bulleted lists (unsequenced lists) (PBI 772123): it was reported that the tag tree in Adobe Acrobat was incorrect with respect to the following issues: When a table was present within a sequenced list that contained a heading with a superscript. That tag tree did not correctly tag the superscript. When multiple unsequenced lists were present in the same row of a table. The separate unsquenced lists were being placed into the same list in the tag tree. The Engine has been updated to addressed the above scenarios so that the tag tree flows through the document in the correct order.

Engine: fillable date field behavior identified in Embedded PDF; additional logging functionality added
Type: Enhancement Reference: PBI 795571 Documentation Impacts: ADA Implementation Guide > Troubleshooting
Summary: During internal testing for a separate work item, it was identified that one of the date fields did not generate as a fillable field when eSignatureAndFieldSupport was specified for a specific Embedded PDF REQ file. Analysis revealed that the specific Embedded PDF REQ file required an additional content update, and thus, no coding changes were implemented. However, additional logging functionality was added in order to identify this issue if it occurs by providing a list of fields that need to be removed and re-added so the document generates with the correct fillable fields.

Expere: Engine updated to use Amazon Corretto Java 17 for use with WildFly
Type: Enhancement Reference: PBI 784744, 818222 User documentation: Expere System Requirements: Java Environment Software Requirements
Summary: The Expere Engine has been updated to use Amazon Coretto Java 17 when using Wildfly.

Expere Document Services: response updated to return SmartDoc element
Type: Enhancement Reference: PBI 791590 User Impacts: Users must update their WSDL to accept this change.
Summary: As part of our overall work to support a new `SmartDoc` element in the Expere Document Services (DocServices) WSDL, the Expere response will now return this new `SmartDoc` element within the `DocDescriptor` container if specified in the transaction request. For more information, see Expere Document Services Web Services Guide > DocDescriptor.

Document Services: response updated to return SmartDoc element
Type: Enhancement Reference: PBI 791618 User Impacts: Users must update their WSDL to accept this change.
Summary: As part of our overall work to support a new `SmartDoc` element for use with the DocumentServices REST API, the Expere response will now return this new `SmartDoc` element within the `DocDescriptor` schema if specified in the transaction request. For more information, see Expere Document Services Web Services Guide > Document Services REST API > DocDescriptor.

DGS Tool Suite: SmartSign Web credentials issue resolved
Type: Defect Reference: PBI 793453
Issue: It was reported that only the SmartSign Web MERS eVault Credentials and Non-MERS eVault Credentials sections groups were available for data entry in the Document Generation Services Tool Suite > SETUP page. The SmartSign Web Test on Demand and SmartSign Web Preview on Demand sections only displayed after data was entered into the former groups, saved, and SETUP page reopened for the same account.
Solution: This behavior has been addressed; all SmartSign Web sections are now available for a given account when accessing the SETUP page.

DocViewer: new Support Required Data parameter added
Type: Enhancement Reference: PBI 711363, 795682, 795683, 795684 Documentation Impacts: DocViewer Web Services Guide > DocViewer API > BeginSession DGS Core DocViewer REST API (V2) > DocViewerOptions; (Wolters Kluwer users) DocViewer Test Web App User Guide > Using the Test Web App interface - Create Session using transaction data
Summary: DocViewer has been enhanced to determine if required documents should be available for viewing in the Document Drawer. This functionality is enabled when passing in a `SupportRequiredData=yes` parameter through `BeginSessionRequest`. When this parameter is passed in the request, only those documents that are considered "Required" are available for viewing in the Document Drawer.

Expere / eOriginal: schema 14.5 schema update to include new attribute values XPath (SmartSign Plus® and SmartSign Web)
Type: Enhancement Reference: PBI 757339 Documentation Impacts: (SmartSign Plus® Feature Guide > Expere Transaction XPaths for eOriginal; eOriginal Quick Guide > Expere Transaction XPaths for eOriginal
Summary: The eOriginal schema has been updated to version 14.5 and consists of the following attribute updates to `/Txn/FHAAmendedGSEInd`: If `/Txn/FHAAmendedGSEInd=0` or is blank or missing, `<xs:attribute name="fhaAmended"` is set to "false" If `/Txn/FHAAmendedGSEInd=1`, `<xs:attribute name="fhaAmended"` is set to "true".

SmartSign Web: new mapping added to eoCreateSmartDoc schema
Type: Enhancement Reference: PBI 794550 Documentation Impacts: eOriginal Quick Guide > eOriginal data points used for a fixed or ARM loan
Summary: The `eoCreateSmartDoc` template has been updated to include the mapping of `/Txn/CollateralItems/Collateral/MERSOrOtherNoteHolderRegistryOperatorDesc` to the eO schema `registryOperator`; see eOriginal data points used for a fixed or ARM loan for more information.

October
Note: A supplemental October CT release was deployed on October 16th that promoted changes made in PBI 793159.

Engine: Adobe Acrobat Bookmark display in Custom tab enhanced
Type: Defect Reference: PBI 793159 Documentation Impacts: ADA Implementation Guide > Standard PDF and Tagged PDF - important information
Issue: It was reported that when using an authored packet with specified print order and multiple copies of the same document resulted in an Expere transaction failing. It was discovered during researching this issue that the work done for PBI 788680 did not accommodate this scenario; the value of which is accessible in the Name column in Adobe Acrobat > Document Properties > Custom tab.
Solution: This behavior has been addressed; the Expere Engine has been updated to support an authored packet with specified print order and multiple copies of the same document in in the Name column in Adobe Acrobat > Document Properties > Custom tab. Additionally, we have implemented a scheduled update to use the InstanceDisplayName value authored in the native .REQ file in the Name column for a merged PDF document, noted as the File Name in Document Properties > Initial View tab > Show dropdown.

Note: The items below were deployed as part of the original October CT release.

Expere: SmartSign Plus® integration - eNote Destruction workflow added
Type: Feature Reference: PBI 767350 Documentation Impacts: SmartSign Plus Feature Guide; eNote Destruction Workflow Outline for more information.
Summary: the ability to destruct an eNote has been added as part of our SmartSign Plus® integration development.

WCAG: Expere Engine enhanced to support embedded and Tagged .PDF's - October
Type: Enhancement Reference: PBI 792055, 786394, 787821, 787784, 788477 Documentation Impacts: See below for any pertinent links.
Summary: As a part of our continued effort to create WCAG compatible documents we have updated the Expere Engine to now support the generation of Tagged .PDF documents. We will continue making enhancements to the Expere Engine for Tagged .PDF support, so check back for items being identified and corrected. As part of our continued work to support Tagged .PDF's, we have implemented enhancements to resolve the following WCAG-related changes in the October release: Embedded PDF field behavior enhanced (PBI 792055): It was reported that a specific Embedded PDF did not generated properly. After internal analysis, it was determined that PDF tagging updates were required to ensure each field of the imported PDF is tagged as individual form fields. See the ADA Implementation Guide > Standard PDF and Tagged PDF - important information > Field Tagging Requirement: one field per <Form> element for more information. Enhancements were also made to the Expere Engine to ensure all non-fillable fields of the imported PDF are flattened. Accessibility validated with fillable fields and esignatures for non-signable documents (PBI 786394): internal analysis was conducted to verify document tag tree order and accessibility checker for tagged PDF documents when including fillable fields and specific eSignature settings. Enhancements to ensure the accessibility checker passes were made for the following scenarios: REQ document containing fillable fields, eSignatures are enabled, and an eSignatureAndFieldSupport ancillary output is not passed in the request. REQ document containing fillable fields, eSignatures are not enabled, and an eSignatureAndFieldSupport ancillary output is not passed in the request. Note: The scenarios listed above reference eSignatures being enabled or disabled, the functionality of which is conducted within the Requirements Editor application > Properties dialog > eSignature Document (checkbox is checked or unchecked). Embedded PDF not producing the instance display name for standard PDF (PBI 787821): it was reported when generating a standard PDF from a specific Embedded PDF REQ file, the Document Title value (found in Adobe Acrobat > Document Properties > Initial View > Show dropdown) was specified rather than the File Name value. Expere has been enhance to specify the File Name value when generating a standard PDF from the specific Embedded PDF REQ file. Embedded PDF displaying fillable fields in tagline for standard PDF (PBI 787784): it was reported that when generating a standard PDF from a specific Embedded PDF REQ file, the tagline fields appeared as fillable fields. The expected behavior is that in the generated PDF document, the tagline fields should appear with populated information supplied in the Expere transaction request. This behavior has been enhanced so that a standard PDF document generated from the specific Embedded PDF REQ file now displays flattened data in the tagline fields. Standard PDF / Tagged PDF known differences documented (PBI 788477): the ADA implementation Guide has been updated to include known differences between FOP 2.8 standard PDF and Tagged PDF. For a comprehensive list, click here: Note: This online help topic will be updated periodically as differences are identified.

Expere: option to specify Barcode Height for transaction barcodes - additional updates
Type: Enhancement Reference: PBI 787710 Documentation Impacts: (Self-hosted Expere users) Expere Developer Guide > Barcodes; (Hosted Expere users) Expere Document Services Implementation Strategies Guide > Barcodes; Requirements Editor User Guide: Implementing Barcodes as an Ancillary Output Option
Summary: The Expere Engine has been enhanced to support a specified transaction barcode height through the use of a new "Height" element in the Requirements Editor. This new element value is modified in the Requirements Editor and can be used with Barcode PDF 417. Note: A previous release included functionality for Barcode Inter 25, Barcode 3 of 9, and Barcode 128. QR Barcode is not supported with Transaction Barcodes. Note: If changing the barcode height, it is recommended to test with scanning software to ensure readability.

Engine: Apache FOP version in Adobe Acrobat displayed for merged PDF documents
Type: Enhancement Reference: PBI 788680 Documentation Impacts: ADA Implementation Guide > Standard PDF and Tagged PDF - important differences
Summary: Per user request, we have enhanced the Expere Engine to populate an Adobe Acrobat PDF properties with the Apache FOP version that was used to generate the PDF in a merged PDF document. The PDF Producer field accessible through Adobe Acrobat > Document Properties dialog box > Description tab displays the FOP version for individual PDF documents, for merged PDF documents, it displays the iText version. Users can now view the FOP version used for merged PDF documents in the Document Properties dialog box > Custom tab; the FOP version will appear under the Value column for each document.

Engine: Merging with duplicate feename behavior Additional enhancements
Type: Enhancement Reference: PBI 781761, 784661 Documentation Impacts: Implementation Strategies > Data Merging
Summary: We previously enhanced the Engine to support duplicate account-level fees (see Expere: Merging with duplicate feename behavior enhanced). This behavior has been augmented to support the following: Multiple accounts and their associated products (PBI 781761): if a minimum balance fee with the same `/NameDesc` and / or account fees with the same `/FeeName` are present in a policy, multiple accounts and their associated products (one product per account) now merge duplicate fees in the order specified in the policy. When XPath data exists in Expere transaction (PBI 784661): Expere has been enhanced so that when data exists for the Xpath's below in the Expere transaction but also exists within incoming EZ Config data, the Expere transaction data will be present in the merged transaction and / or generated PDF. `/Txn/Deposit/Accounts/Account/Fees/` `/Txn/Deposit/Accounts/Account/MinimumBalanceFees/`

Expere: special characters supported in barcode value when applied by a mask in %docname%
Type: Enhancement Reference: PBI 740517
Summary: It was reported that document generation fails when an ancillary barcode value utilizing %docname% (instance display name) contains a DTA with the "$1,234.50" output format. Analysis determined that special characters (i.e. “$”) being applied by the output format (i.e. “$1,234.50”) was not being handled properly. Expere has been enhanced so that ancillary barcodes containing special characters (i.e "$") being applied by an output format (i.e. “$1,234.50”) result in successful document generation with the appropriate barcode value.

Expere Document Services: WSDL updated to support SmartDoc element
Type: Enhancement Reference: PBI 791593 User Impacts: Users must update their WSDL to accept this change.
Summary: The Expere Document Services (DocServices) WSDL has been updated to include a new `SmartDoc` element within the `DocDescriptor` container, which provides additional definition for the requested document; the `SmartDoc` element will contain a string of alphanumeric characters used to incidate the SmartDoc document version. The value should be "1.02." For more information, see Expere Document Services Web Services Guide > DocDescriptor.

Expere Document Services: CASS functionality removed from DocServices WSDL
Type: Enhancement Reference: PBI 781271, 771648 Documentation Impacts: Expere Document Services Tool Suite User Guide > Select Generate and Deliver; Expere Document Services Web Services Guide > USPS
Summary: Previously, we informed you in the September changelog that we deprecating the CASS address feature used in a `SelectGenerateAndDeliver` request. The CASS address feature used in a `SelectGenerateAndDeliver` request will no longer be available for Hosted Expere users in the October release. Additionally, Fulfillment Manager users can consult the user guide for more information on this change.

Expere Document Services: Callback IP addresses updated for CT environment
Type: Enhancement Reference: PBI 791553 Documentation Impacts: Expere Document Services Web Services Guide: Environment and Connectivity Details - Customer Test (CT) Environment
Summary: The Expere Document Services Callback IP addresses have been updated to the following: 198.147.32.0/24 goes from 198.147.32.0 to 198.147.32.255 198.147.34.0/24 goes from 198.147.34.0 to 198.147.34.255

Expere Document Services: internal changes implemented for transaction errors
Type: Enhancement Reference: PBI 791403
Summary: Expere Document Services has been enhanced to address an issue where SelectGenerateAndDeliver calls were sporadically failing.

DocViewer: scrolling behavior updated
Type: Enhancement Reference: PBI 772637
Summary: When clicking on the “Additional Appointment of Agents” field in the Data Entry drawer (left-hand pane), it did not advance to the corresponding location in the Document Display (body of the document in DocViewer). This behavior has been modified so that DocViewer now scrolls correctly to the correct location in the document.

September
Note: A supplemental September CT and Production release was deployed on September 27th that promoted changes made in PBI's 792090 and 788826.

Expere Document Services: ApplyPoliciesAndReturnTransaction merge behavior enhanced
Type: Defect Reference: PBI 792090
Issue:A user reported that data submitted through the `ApplyPoliciesAndReturnTransaction` method did not merge with Expere transaction data. Note: This behavior occurred in the Customer Test (CT) environment only.
Solution: This behavior has been addressed; data submitted through the `ApplyPoliciesAndReturnTransaction` method now merges successfully with Expere transaction data

Expere / eOriginal: schema updated to include new TXN (SmartSign Plus® and SmartSign "Web")
Type: Enhancement Reference: PBI 788826 Documentation Impact: SmartSign Plus® Feature Guide > Expere Transaction XPaths for eOriginal; eOriginal Quick Guide > Expere Transaction XPaths for eOriginal
Summary: The eOriginal schema has been updated to version 14.4 and consists of the following change: `Txn/OrgExemptInd` - optional field If "0", or if the value is missing or blank: element excluded If "1": if true, the financial organization is exempt from state licensing requirements. Licensing requirements are different by state, so all organizations, including federally regulated organizations, need to review and understand the requirements of the states they operate in to validate whether they are exempt from state requirements.

Note: The items below were deployed as part of the original September CT and Production release.

Expere / eOriginal: schema updated to version 14.4 (SmartSign Plus® and SmartSign "Web")
Type: Enhancement Reference: PBI 757338
Summary: The eOriginal schema has been updated to version 14.4. Follow up PBI to add new TXN data point completed in above PBI 788826.

Expere: new Augment Transaction functionality supported
Type: Feature Reference: PBI 776529, 778727, 775874 Documentation Impacts: (Hosted Expere users) Implementation Strategies > Augment Transaction functionality; (Self-hosted Expere users) Expere Developer Guide > Augment Transaction functionality
Summary: The Augment Transaction file provides the ability to author logic for setting an XPath value based on the transaction xml and have the transaction xml updated (augmented) prior to autoselection and document generation. For example: the value of `/Txn/Notes/Note/NoteCommercialsStandardType` can be set in the AugmentTransaction file based on other XPaths in the transaction xml. Then `/Txn/Notes/Note/NoteCommercialsStandardType`’s value can be referenced in PTRs verses repeating the logic defined in the Augment Transaction file in the numerous PTRs throughout the content. Expere can update, or "augment" an incoming request if the transaction xml contains an `/Txn/AugmentTransactionInd = true` element and value. When this value is provided, Expere resolves the XPath(s) in the related line of business Augment Transaction file based on the transaction XML and sets the XPath(s) in the transaction. Remaining autoselection logic is employed and documents are generated. This functionality can be utilized with content packages or EZ Config Packages and Packets’ Packages. (PBI 775874) From an application standpoint, DocViewer has been updated to support this new Augment Transaction functionality using the logic outlined above. There is no setup required by the user. Note: In order to utilize this feature, users must consume an updated base content package that supports this feature. The content used with this feature must have been built with version 23.3 or newer.

Expere: SmartSign Plus® integration
Type: Feature Reference: PBI 779003, 786120 Documentation Impacts: SmartSign+ Feature Guide; SmartSign+ Feature Guide > Workflow Outline
Summary: the following functionality has been implemented: eNote returned in SOAP Response (PBI 779003): the eNote is now returned in the Expere response file. SmartSign Plus® Feature Guide available for use (PBI 786120) The SmartSign Plus® Feature Guide is now available for viewing here.

Expere: SmartSignTM Plus integration: Acroform field naming established and updated; guidelines for Notary signatures
Type: Feature Reference: Feature 766038, 771400, 767258, 776864, 771398, 767474 Documentation Impacts: SmartSign Plus® Feature Guide > Overview (PBI 771398); PDF Form Name Guidelines (PBI's 766038, 771400, 767258, 776864, 767474)
Summary: As part of the Expere integration with SmartSignTM Plus, the Engine has been updated to incorporate a new internal service that names the acroform fields as a post-processing step to align with that of SmartSignTM Plus.

OPPSA references removed from Hosted Expere and Document Generation Services applications; user documentation updated for Expere On-Prem, Hosted Expere, and Document Generation Services
Type: Feature Reference: Feature PBI 676799; 764447, 781548, 778581, 781549 Documentation Impacts: Expere On-Prem (PBI 764447): Expere Implementation Guide; Expere Developer Guide; Expere Testing System User Guide; Expere System Requirements Hosted Expere (PBI 778581): Expere Document Services Tool Suite User Guide; Expere Document Services Web Services Guide Document Generation Services (PBI 781548): Document Generation Services Tool Suite User Guide; Document Generation Services Web Services Guide
Summary: We have removed references to OPPSA-related components in our user documentation. Actual OPPSA references in our software code, including the WSDL, will be removed from our Expere On-Prem, Hosted Expere, and Document Generation Services products in the following releases: Expere On-Prem: a future release Hosted Expere, Document Service, and Document Generation Services: September 2023 Note: Expere has not supported OPPSA since Fall 2021.

WCAG: Expere Engine enhanced to support embedded and Tagged .PDF's - September
Type: Enhancement Reference: PBI 766405, 774614 Documentation Impacts: See below for any pertinent links.
Summary: As a part of our continued effort to create WCAG compatible documents we have updated the Expere Engine to now support the generation of Tagged .PDF documents. We will continue making enhancements to the Expere Engine for Tagged .PDF support, so check back for items being identified and corrected. As part of our continued work to support Tagged .PDF's, we have implemented enhancements to resolve the following WCAG-related changes in the September release: Tag Tree incorrectly displays lists across multiple pages for dynamic documents (PBI 766405): It was reported that a list that was split on a Tagged PDF would appear in two separate containers within the Adobe Acrobat Tag Tree. The expected behavior is that regardless of whether or not a list is split across pages within a Tagged PDF, it should exist within one container in the Tag Tree. As a result, this behavior has been enhanced so that lists split across pages appear within one container in the tag tree within a Tagged PDF. Table-related MergedPDF accessibility issues with EmbeddedPDF document (PBI 774614) It was reported that Table-related accessibility issues were present with Embedded PDF's when generating a Tagged PDF with the MergedPDF option. The Expere engine has been enhanced to support tables in Merged PDFs so it does not have Table Regularity failures in Adobe Acrobat Accessibility Check.

Expere: Dynamic documents enhanced when using radio buttons / GroupIDs with a merged PDF
Type: Enhancement Reference: PBI 770253 Documentation Impacts: (Hosted Expere users) Expere Document Services Implementation Strategies Guide > Using Fillable Fields and Checkboxes; (Self-hosted Expere users) Expere Developer Guide > Using Fillable Fields and Checkboxes
Summary: When generating Dynamic documents into a merged PDF containing radio buttons (mutually exclusive checkboxes), fields were not named uniquely across the individual documents within the merged PDF. This behavior has been enhanced for Dynamic documents using radio buttons with GroupIDs. As a result, Expere now sets the GroupIDs uniquely between different document instances when a PdfMerge or MergeCopyPDF ancillary output is specified by appending "_#" to existing field names (`UniqueName _#`; for example: "`OfferGroup_1`").

Expere: option to specify Barcode Height added for transaction barcodes
Type: Enhancement Reference: PBI 786921 Documentation Impacts: (Self-hosted Expere users) Expere Developer Guide > Barcodes; (Hosted Expere users) Expere Document Services Implementation Strategies Guide > Barcodes; Requirements Editor User Guide: Implementing Barcodes as an Ancillary Output Option
Summary: The Expere Engine has been enhanced to support a specified transaction barcode height through the use of a new "Height" element in the Requirements Editor. This new element value is modified in the Requirements Editor and can be used with the following barcode types: Barcode Inter 25 Barcode 3 of 9 Barcode 128

Expere: Electronic signings enhanced when Signer Name is unknown - all party types
Type: Enhancement Reference: PBI 783614
Summary: The Expere Engine has been updated to set the value for `<SignatureText>` to an underscore ('_') in the Expere response when the party type does not have a Name value in the transaction request (and is not determined until the actual signing process). Previously, PBI 775499 was completed to set this value for notary and witness party types.

Expere: CASS address functionality deprecated from WSDL
Type: Enhancement Reference: PBI 781543
Summary: The CASS address feature used in a `SelectGenerateAndDeliver` request will no longer be available for Hosted Expere users in the October release. WSDL Deprecation <xs:element minOccurs="1" maxOccurs="1" name="CASS" type="xs:boolean"/> Code being removed for the Cass address lookup classes services types flags config elements (clients, service endpoints, etc) Toolsuite UI is updated and the Cass check box is not available

DocViewer: Supports Mortgage content with additional customer organizations
Type: Enhancement Reference: PBI 788486
Summary: DocViewer supports using Mortgage content and using two different customer organizations with the same base content.

Expere: support added for custom Embedded PDF documents when no desire to produce a Tagged PDF output
Type: Defect Reference: PBI 786325
Issue: It was reported if an Embedded PDF was not completely tagged (fillable fields not tagged) that generating a standard PDF resulted in an error.
Solution: The Expere Engine was updated to generated standard PDF's when an Embedded PDF document is not completely tagged. Note: While these Embedded PDF documents will generate as a Tagged PDF, they will not comply with WCAG standards.

August

Expere: SmartSign Plus® integration
Type: Feature Reference: PBI 759530, 767343; 767344, 767346 Documentation Impacts: SmartSign+ Integration Guide > Workflow Outline
Summary: the following functionality has been implemented: Document addition (PBI 759530): document(s) can be added to a package. Package finalization (PBI 767343): the document package is released to participants. eNote returned in SOAP response (PBI 767344): eNote is returned in the SOAP response. Additionally, the SmartSign+ Feature Guide is now available for consumption here.

WCAG 2.0: Expere Engine enhanced to support embedded and Tagged .PDF's - August
Type: Enhancement Reference: PBI 771419, 762960, 771116, 709726 Documentation Impacts: See below for any pertinent links.
Summary: As a part of our continued effort to create WCAG 2.1 compatible documents we have updated the Expere Engine to now support the generation of Tagged .PDF documents. We will continue making enhancements to the Expere Engine for Tagged .PDF support, so check back for items being identified and corrected. As part of our continued work to support Tagged .PDF's, we have implemented enhancements to resolve the following WCAG 2.1-related changes in the August release: Transaction barcode behavior enhanced with dynamic documents (PBI 771419): It was reported that Tagged PDF documents would not display barcodes that were authored in the transaction request with dynamic documents. This behavior has been updated so that the appropriate transaction barcode now appears on the generated Tagged PDF for dynamic documents. Cover page behavior enhanced with dynamic documents (PBI 762960): it was reported that when validating a related work item, a barcode cover page did not display a corresponding tag in the Adobe Acrobat tag tree when generating a Tagged PDF for a dynamic document. As a result, running an Accessibility Checker test on the generated Tagged PDF resulted in a failure. This behavior has been enhanced so that a barcode cover page now appears in the tag tree when generating a Tagged PDF for a dynamic document and passes the Accessbility Checker test. Accessibility checker fails unless eSignatureAndFieldSupport is specified (PBI 772116): It was reported that generating a Tagged PDF document resulted in a Figures alternate text - failed Adobe Acrobat accessibility error if the ESignature and Field Sup792908port ancillary option was not used. However, using ESignature and Field Support ancillary option resulted in a successful Adobe Acrobat Accessibility Check result. Internal analysis determined that the existence of logos in the native REQ files were the reason the Accessibility Check failed. This behavior has been updated so that documents containing logos are generated as Tagged PDF and passes the Accessibility Checker with or without ESignature and Field Support ancillary option. Column by column read order ignored in some instances (PBI 709726): it was reported that the tagging / read order was incorrect for text within a table cell when using a column by column reading order. For example in the screen shot below under 1e. Income from Other Sources, the tag tree would display the bullets in descending order reading the bullets left to right; however, if a bullet contained two lines of text (for example: Mortgage Credit Certificate, the tag tree would display a tag first for Mortgage Credit, read the rest of the bullets in that same row, start the next row of bullets, then display a tag for Certificate. The expected behavior was that the tag tree display the entirety of the text within the bullet. The tag tree display order is set for the table in the Requirements Editor with the ReadOrder attribute and corresponding value of ColumnByColumn. This behavior has been enhanced: tagging is correct for the aforementioned column by column scenario when generating a tagged PDF output. Note: the update outlined above for PBI 709726 also resolved the following issue regarding table reading behavior (originally reported as PBI 769578): When a row or column contained a cell without any data, the screen reader would read the heading of the column, skip over the empty cell, then proceed to read the next cell that contained data. The expected behavior is that the screen reader would read the heading, and if no data existed in the cell, continue to the next column heading and associated text. This behavior has been enhanced so that the screen reader reads the heading and does not read anything if the corresponding cell does not contain a value. The screen reader will then continue to the next heading and associated text.

Expere: Electronic signings enhanced when Signer Name is unknown
Type: Enhancement Reference: PBI 775499 Documentation Impacts: (Hosted Expere users) Implementation Strategies > Using Notary and Witness Fields > When Signer Name is unknown; (Self-hosted Expere users) Expere Developer Guide > Using Notary and Witness Fields > When Signer Name is unknown
Summary: The Expere Engine has been updated to set the value for `<SignatureText>` to an underscore ('_') in the Expere response when the notary or witness does not have a Name value in the transaction request (and is not determined until the actual signing process).

Expere: Merging with duplicate feename behavior enhanced
Type: Enhancement Reference: PBI 725181, 784335 Documentation Impact: EZ Config Gateway Web Services Guide > UpdateTransaction and Update Transaction By Name
Summary: It was reported that when duplicate fee names for `/Txn/Deposit/Accounts/Account/Fees/Fee/FeeName` and `/Txn/Deposit/Accounts/Account/MinimumBalanceFees/MinimumBalanceFee/NameDesc` existed in Expere EZ Config Default Data, a resulting merge into the Expere transaction only presented the last instance of the duplicated fee name / value. The expected behavior is that duplicate fee names should be present within a merged Expere transaction and in the order that they were entered in Expere EZ Config Default Data. Expere has been enhanced to support the present of multiple, duplicated fee names in a merged transaction. Note: Fees are merged only if the Expere transaction does not contain these fees. If the Expere transaction does contain these fees, the fees will not merged with the Expere transaction. Note: This enhancement also resolved the following issue: A product containing two stepped rates with identical terms resulted in only one of the stepped rates being merged with Expere transaction data. User action: it is recommended that users resave the Default Data policy and reattempt the Default Data and Expere transaction data merge (It was determined that saving the policy added an index thus merging the data successfully).

Expere EZ Transform: internal component upgraded
Type: Enhancement Reference: PBI 779134
Summary: As part of a regular cadence to review and upgrade any items used with our Expere applications, we have updated the Jackson-Databind component in the Expere EZ Transform application to version 2.15.2.

DocViewer: caching protocol updated
Type: Enhancement Reference: PBI 771907
Summary: DocViewer has been enhanced to only cache those documents that are autoselected, rather than all documents for a particular package.

DocViewer: date output format behavior enhanced
Type: Enhancement Reference: PBI 770620
Summary: DocViewer has been updated to support additional date output formats to match the generated PDF document. For example, instead of a dd/mm/yyyy format as "07/06/2023," it appeared instead as "20230607."

Fulfillment Manager: ERROR SEARCH page removed
Type: Enhancement Reference: PBI 781329
Summary: The ERROR SEARCH page within Fulfillment Manager has been removed.

July

Expere enhanced to support optional override behavior between eSign / eNotary with recordable documents
Type: Enhancement Reference: PBI 723515 Documentation Impacts: No documentation impact
Summary: Expere was enhanced in 2021 to generate recordable documents with eSignature and eNotary functionality. Expere customers requested the ability to suppress this functionality in certain scenarios. As a result, the Expere API methods have been updated so that when `Txn/ExcludeESignatureAndENotaryInd` is `'true'` and the document contains a `NotaryBlockSection` element or is recordable (set in the .REQ file as an attribute of `Instance > InstanceDocumentRef > Document` where `Recordable - 'Yes,'`) eSignature and eNotary functionality is suppressed and only allows for an ink / wet signature. Note: At this time, this enhancement is supported in PDF documents but not RTF documents.

WCAG 2.0: Expere Engine enhanced to support embedded and Tagged .PDF's - July
Type: Enhancement Reference: PBI 774222, 777009, 760325 Documentation Impacts: See below for any pertinent links.
Summary: As a part of our continued effort to create WCAG 2.0 compatible documents we have updated the Expere Engine to now support the generation of Tagged .PDF documents. We will continue making enhancements to the Expere Engine for Tagged .PDF support, so check back for items being identified and corrected. As part of our continued work to support Tagged .PDF's, we have implemented enhancements to resolve the following WCAG 2.0-related changes in the July release: Embedded PDF - bookmark behavior addressed (PBI 774222): it was reported that bookmarks associated with Tagged Embedded PDF documents exhibited incorrect behavior when using the MergedPDF option (i.e. merging multiple PDF documents together into a single PDF document). In the generated merged PDF document, two documents in particular appeared twice in the Adobe Acrobat Bookmarks panel; the first instance of each document appeared at the top of the bookmark order and did not navigate users to those documents if clicked. However, clicking the second instance of each document resulted in users being navigated to the appropriate location within the merged PDF document. This behavior has been enhanced to have the Embedded PDF documents’ bookmarks appear in the same sequence as the documents in the merged PDF. If the bookmarks are selected, the user is navigated to the correct location in the PDF ADA Implementation Guide updated (PBI 777009, 760325): the ADA Implementation Guide has been revised to align with the WCAG 2.1 initiative and provide a comprehensive reference when authoring and using Tagged PDF for Dynamic and Embedded PDF documents. For more information, consult the ADA Implementation Guide.

eOriginal / SmartSign Web: enumerated value and description change
Type: Enhancement Reference: PBI 775647 Documentation Impacts: eOriginal Quick Guide > Expere Transaction XPaths for eOriginal > /Txn/EOriginalUploadTransactionType
Summary: The `/Txn/EOriginalUploadTransactionType` enumerated values have been updated to the following: 1 = MERs Vault 2 = Non MERs Vault Additionally, the description has been changed to the following: "Specifies to which eOriginal vault documents should be uploaded."

eOriginal / SmartSign Web: security code behavior enhanced
Type: Enhancement Reference: PBI 773082 Documentation Impacts: eOriginal Quick Guide: Expere Transaction XPaths for eOriginal
Summary: The use of a security code to access SmartSign web is no longer required. However, if a user wishes to pass in a unique passcode, they may do so using a new Txn path: `/Txn/EOriginalIncludeUniquePasscodeInd`.

eOriginal / SmartSign Web: SmartDocXHTML behavior enhanced in response
Type: Enhancement Reference: PBI 774150 Documentation Impacts: eOriginal Quick Guide: Expere Transaction XPaths for eOriginal
Summary: Users can now determine whether or not they wish to return a SmartDoc in the Expere response file through the of a new Txn path: `/Txn/EOriginalIncludeSmartDocXHTMLInResponseInd` .

DocViewer: Date display behavior addressed in DATA Entry drawer
Type: Enhancement Reference: PBI 772700
Summary: Users reported that when entering date information in the DATA Entry drawer (left fly-out panel) using the calendar display, then clicking out of that calendar display and corresponding field, the value entered was not preserved. Note that this behavior was only exhibited when the Track XPath flag was enabled. DocViewer has been enhanced so that the date is now preserved when using the calendar function.

Document Service: log file messaging enhanced
Type: Enhancement Reference: PBI 774657
Summary: As part of a continued effort to improve our logging capabilities, the Account Number and ContentIdentifier have been added to the Elapsed time log entry; for example:
    [INF] Elapsed time to complete generate-synchronous for EDSId 1163 (Account: 1, ContentIdentifier: BaseLibrary.PKG.Deposit): 00:00:02.8931185

June

Note: There are no Expere Engine-related changes associated with the June Customer Test deployment scheduled for 6/6. Another communication will be sent when Expere Engine changes are deployed.

Hosted Expere / Document Services integrators: `<LinkToSignerIdentifier/>` mapped
Type: Feature Reference: PBI 772872, 772873 Documentation Impacts: (DocServices / SOAP) Expere Document Services Web Services Guide (SOAP) > SignaturePoint; (DocumentService / REST): Expere Document Services Web Services Guide (REST) > SignaturePoint
Summary: As part of our feature to support associating Notaries and Witnesses with a known or unknown signer to make the entire signing process eSignable, we have enhanced the following API's (depending on SOAP or REST usage) Hosted Expere (DocServices / SOAP, PBI 772872): Previously, we added a new `<LinkToSignerIdentifier/>` element to the DocServices WSDL to be returned in the Expere Response file. We have now mapped this new element in order to achieve complete functionality. Hosted Expere (DocumentService / REST PBI 772873): we have updated the `SignaturePoint` property to include a new `LinkToSignerIdentifer` element that will be returned in the Expere Response file; no user action is required.

Expere: SmartSign Plus® integration
Type: Feature Reference: PBI 756750, 756759, 759519, 759529, 765844 Documentation Impacts: Expere > SmartSign Plus® Integration Guide; SmartSign+ Integration Guide > Workflow Outline
Summary: Package creation (PBI 759519): we have implemented functionality to create a package. Participant addition (PBI 759529, 765844): we have implemented functionality to add participants.

Hosted Expere integrators: DocServices WSDL UPDATED with new `<LinkToSignerIdentifier>`
Type: Feature Reference: PBI 773210 Documentation Impacts: Expere Document Services Web Services Guide > Using Notary and Witness Fields Expere Document Services Web Services Guide > SignaturePoint
Summary: Expere has been enhanced to support associating Notaries and Witnesses with a known or unknown signer to make the entire signing process eSignable. As a result, a new `<LinkToSignerIdentifier/>` element has been added to the `<SignaturePoint/>` container in the EDS DocServices WSDL. This element associates a known signer with a notary or witness and uses the same value as the in-scope signer ID. Note: A corresponding content update is required in order to use this functionality. There is no user action at this time. Example Notary response snippet:
    <r:Signer>
    	<r:Id>null</r:Id>
    	<r:Description>Notary</r:Description>
    	<r:SignaturePoints>
    		<r:SignaturePoint>
    			<r:IncludeDate>false</r:IncludeDate>
    			<r:PageNumber>19</r:PageNumber>
    			<r:PageOrder>1</r:PageOrder>
    			<r:Height>36.0</r:Height>
    			<r:Width>198.0</r:Width>
    			<r:SignatureText>_</r:SignatureText>
    			<r:XCoordinate>93.6</r:XCoordinate>
    			<r:YCoordinate>190.44</r:YCoordinate>
    			<r:Type>Signature</r:Type>
    			<r:FieldName>SIG_Notary_0__true_1</r:FieldName>
    			<r:Sequencing>2</r:Sequencing>
    			<r:SignatureRequired>true</r:SignatureRequired>
    			<r:LinkToSignerIdentifier>b1</r:LinkToSignerIdentifier>
    		</r:SignaturePoint>
    	</r:SignaturePoints>
    </r:Signer>
Example Witness response snippet:
    <r:Signer>
    	<r:Id>b1-witness</r:Id>
    	<r:Description>Witness</r:Description>
    	<r:SignaturePoints>
    		<r:SignaturePoint>
    			<r:IncludeDate>false</r:IncludeDate>
    			<r:PageNumber>19</r:PageNumber>
    			<r:PageOrder>1</r:PageOrder>
    			<r:Height>36.0</r:Height>
    			<r:Width>198.0</r:Width>
    			<r:SignatureText>_</r:SignatureText>
    			<r:XCoordinate>93.6</r:XCoordinate>
    			<r:YCoordinate>190.44</r:YCoordinate>
    			<r:Type>Signature</r:Type>
    			<r:FieldName>SIG_Witness_0_b1-witness_true_1</r:FieldName>
    			<r:Sequencing>2</r:Sequencing>
    			<r:SignatureRequired>true</r:SignatureRequired>
    			<r:LinkToSignerIdentifier>b1</r:LinkToSignerIdentifier>
    		</r:SignaturePoint>
    	</r:SignaturePoints>
    </r:Signer>

DocViewer: eSignature field behavior enhanced with Embedded PDFs
Type: Enhancement Reference: PBI 768237
Summary: It was reported that the Product Technical Rules (PTR) used to generate certain data within an .REQ file were appearing in eSignature fields in DocViewer. This behavior has been enhanced so that no PTR code appears in the eSignature fields.

DocViewer: InstanceDisplayName behavior enhanced for Embedded PDF documents
Type: Enhancement Reference: PBI 767182 Documentation Impacts: No documentation impact
Summary: It was reported that when viewing documents in DocViewer, the Form to View First dropdown did not display a form name, which is derived from the `InstanceDisplayName` in the requirements (.REQ file). As a result, DocViewer has been enhanced to display the InstanceDisplayName in the Form to View First dropdown.

DocViewer Integrators: Audit feature functionality added
Type: Feature Reference: PBI 768730 Documentation Impacts: DocViewer Web Services Guide: EndSessionResponse / EndSessionResult; V2>UpdateTransaction - POST
Summary: As part of our EZ Config Audit feature functionality, DocViewer has been enhanced to include a new `<Prompt>` element in the `EndSession` response. Note: This is an internal change and will not impact external users. No user action is required.

Note: The items below are scheduled for a second June Customer Test deployment on 6/8.

Engine: Support for Embedded PDF documents for Tagged PDFs
Type: Feature
Summary: Expere has been enhanced to support a new authoring format, embedded PDF, that has an imported PDF file in the content file (.REQ file). This new .REQ type allows user to import a tagged PDF and specify fields (checkbox or test) as fillable or not. Embedded PDF also has the ability to have signatures which can be configured to be electronically signed if desired. In this release, Embedded PDF functionality supports tagging for WCAG 2.0 compatibility, when a Tagged PDF document option is specified.

WCAG 2.0: Expere Engine enhanced to support embedded and Tagged .PDF's - June
Type: Enhancement Reference: PBI 760325 Documentation Impacts: See below for any pertinent links.
Summary: As a part of our continued effort to create WCAG 2.0 compatible documents we have updated the Expere Engine to now support the generation of Tagged .PDF documents. We will continue making enhancements to the Expere Engine for Tagged .PDF support, so check back for items being identified and corrected. As part of our continued work to support Tagged .PDF's, we have implemented enhancements to resolve the following WCAG 2.0-related changes in the June release: Embedded PDF - tagging behavior with checkboxes enhanced (PBI 764256): when generating tagged PDFs containing checkboxes, the Adobe Acrobat tag tree miss represented the checkboxes. The Adobe Acrobat tag tree now has the checkbox Form name populated when generating a tagged PDF. Note that the "Path" tag will only display a value if the checkbox is checked. Note: When utilizing a screen reader with the Tagged PDF output to read checkboxes, the users should expect the following: checked checkboxes will be read as checkbox is marked unchecked checkboxes will be read as checkbox is not marked text fields with values will be read in their entirety empty text fields will not be read and will be skipped ADA Implementation Guide updated (PBI 760325): the ADA Implementation Guide has been revised in conjunction with the April release of Expere Content and the Hosted Expere application, which includes released WCAG 2.0-compliant documents and supporting technology. For more information, consult the ADA Implementation Guide.

Engine: Barcode processing flow updated for upcoming iText upgrade
Type: Enhancement Reference: PBI 762635
Summary: Internal analysis has determined that an upcoming iText upgrade would impact the way barcodes function within the Expere Engine. As a result, barcode processing has been updated within Expere to accommodate an upcoming iText upgrade. Note: This upgrade will not affect integrations or generated documents.

Engine: Encryption behavior enhanced
Type: Enhancement Reference: PBI 741205 Documentation Impacts: (Hosted Expere users) Implementation Strategies: Encryption; (Self-hosted Expere users) Expere Developer Guide: Encryption
Summary: Previously, a transaction using an Encryption ancillary output and containing a combination of RTF and PDF document options would fail as Encryption can only be applied to PDF documents. Expere has been enhanced so that while an Encryption ancillary output can still only be applied to PDF documents, the transaction will not fail and a document package can be generated.

Engine: Notary fillable field behavior enhanced
Type: Enhancement Reference: PBI 756808, 773097 Documentation Impacts: (Hosted Expere users) Implementation Strategies > Using Notary and Witness Fields; (Self-Hosted Expere users) Expere Developer Guide > Using Notary and Witness Fields
Summary: It was reported that despite the electronic signature ("eSignature") for a borrower being suppressed, and thus unable to be electronically signed, the fields in the Notary section within the same document appeared as fillable in the generated PDF. The expected behavior is that when signatures are "wet sign", the notary and all associated fields should not appear as fillable. Additionally, the presence of `<SuppressESignature/>` in a particular element (for example: a Notary section) within the .REQ file will result in those fields not appearing as fillable.

May

WCAG 2.0: Expere Engine enhanced to support embedded and Tagged .PDF's - May
Type: Enhancement Reference: PBI 760512, 768023, 729340, 765661, 764256, 767178 Documentation Impacts: See below for any pertinent links.
Summary: As a part of our continued effort to create WCAG 2.0 compatible documents we have updated the Expere Engine to now support the generation of Tagged .PDF documents. We will continue making enhancements to the Expere Engine for Tagged .PDF support, so check back for items being identified and corrected. As part of our continued work to support Tagged .PDF's, we have implemented enhancements to resolve the following WCAG 2.0-related changes in the May release: Embedded PDF - Barcodes supported on multiple page Embedded PDF documents (PBI 760512): Expere has been updated to produce barcodes on multiple page embeddedPDF REQ files. The requested barcode (ancillary or transaction barcode) will be present on each page where the `Form_Barcode[]` fields are present. If no barcode is requested, the document generates without the barcode and `Form_Barcode[]` fields removed. Embedded PDF - Enhanced Barcode/Cover Page functionality (PBI 768023): Expere has been enhanced so the Adobe Acrobat tag tree in the resulting Tagged PDF is correct and passes the Accessibility Check when using a barcode or barcode cover page. Dynamic - linking enhancement (PBI 729340): Previously, Adobe Acrobat tag tree and reading order issues occurred when two locations utilized an "*" to link to additional text; only the first instance that used the "*" appeared as a tags in the tag tree. The second instance did not appear in the tag tree. Users should expect to see the following in the tag tree: The text in the body of the tagged PDF document using a "*" and the linked text containing the footnote Multiple instances of the aforementioned body text and linked text This behavior has been enhanced to now display multiple instances of text containing a "*" and the linked text in the Adobe Acrobat tag tree when the REQ is updated to name each of the linked text so that Expere can differentiate between two or more Linked texts with the same display value. Note: Users must update their content libraries and files in order to utilize the new LinkName attribute. For more information on linking text in the Requirements Editor, refer to the following help topic: Authoring Superscripts Using LinkText/LinkReference for PDF Tagging. In order to use the new LinkName attribute, users should ensure they are using content stylesheet version 22.8 or later. Dynamic - Tagged PDF updated to support PdfMerge and MergeCopyPDF (PBI 765661): Expere has been enhanced so that when generating a tagged PDF from multiple dynamic REQ files using the PdfMerge and MergeCopyPDF ancillary outputs, fillable fields appear in the tag tree in the order they appear in the merged PDF document. Embedded PDF - fillable checkboxes checked by default (PBI 767178): it was identified that fillable checkboxes were selected by default when generating an Embedded PDF REQ document. The Engine has been enhanced so that when generating an Embedded PDF REQ document, a fillable checkbox is ONLY selected if the corresponding PTR in the REQ file results in `PRINT "Checked:true;"`. Note: In the REQ file, a fillable checkbox PTR will contain the following syntax if a checkbox is checked by default when generating a document: `PRINT "Checked:true;"`; an unchecked checkbox will either contain no syntax or the following syntax: `PRINT "Checked:false;"`.

Engine: fillable checkboxes checked by default with static documents
Type: Enhancement Reference: PBI 767178
Summary: it was identified that fillable checkboxes were selected by default when generating a Static document. The Engine has been enhanced so that when generating a Static document, a fillable checkbox is ONLY selected if the corresponding PTR in the REQ file results in `PRINT "Checked:true;"`. Note: In the REQ file, a fillable checkbox PTR will contain the following syntax if a checkbox is checked by default when generating a document: `PRINT "Checked:true;"`; an unchecked checkbox will either contain no syntax or the following syntax: `PRINT "Checked:false;"`.

Engine: SelectAndGenerate call behavior enhanced
Type: Enhancement Reference: PBI 768197
Summary: A user reported that a transaction failed to generate and return documents with a `SelectAndGenerate` method. Internal analysis determined that an Expere assembly service incorrectly handled a unique ID that was present within the content library. Expere has been enhanced so that internally, any unique ID present in a document package is handled so that the package generates successfully.

Engine: Show dropdown / File Name behavior enhanced
Type: Enhancement Reference: PBI 764341
Summary: It has been identified that when generating a dynamic document with the most recent version of FOP (2.8) as a standard PDF, Document Title value (found in Adobe Acrobat > Document Properties > Initial View > Show dropdown) is specified rather than the File Name value. Expere has been enhance to specify the File Name value when generating a standard PDF using the most recent version of FOP (2.8) from a dynamic REQ file.

Engine: Borrower element naming convention enhanced for SMARTDocs
Type: Enhancement Reference: PBI 763989 Documentation Impacts: (Hosted Expere users) SMARTDoc Signature naming convention; (Expere Engine Self-Hosted users) SMARTDoc Signature naming convention
Summary: To work more consistently with eOriginal workflows, Expere has updated the SignatureIDRef naming convention to use _RoleType's value plus _SignatureOrderNumber's value plus the text of 'SignatureLine' within the <SIGNATURE_MODEL> for each signer; for example: the SignatureIDREF="Borrower1SignatureLine", SignatureIDREF="Borrower2SignatureLine").

eOriginal: EClosingType=2 supported
Type: Enhancement Reference: PBI 767102
Summary: Within a request transaction, users can now pass an `EClosingType=2` element and value with an `EOriginalNotUsedInd=1` element and value to receive an eNote without sending the eNote to eOriginal. `EClosingType=2` indicates a full "eClosing" while `EOriginalNotUsedInd=1` indicates that the Expere-generated eNote will not be sent to eOriginal. Note: If `/Txn/EOriginalDestructionType` = "1", "2", or "3" and/or `/Txn/EOriginalUploadInd` = "1" then `/Txn/EOriginalNotUsedInd` should = "0".

Expere Document Services Tool Suite: Loan Number enhancement for REST Generate callbacks
Type: Enhancement Reference: PBI 765675 Documentation Impacts: Expere Document Services Tool Suite User Guide > SETUP Page
Summary: Based on a user requirement to return a transaction loan number in the response, we have enhanced the Tool Suite SETUP page to allow users to specify XPath names and paths to return in a REST Generate callback.

April

Note: A supplemental April CT release was deployed on April 17th that promoted a change that addressed a defect found in DocViewer; see PBI 768371.

Engine: fillable field naming convention updated for static and dynamic documents
Type: Enhancement Reference: PBI 763068 Documentation Impacts: Using Fillable Fields and Checkboxes
Summary: We had previously updated the Expere eSignature naming convention to replace "dots" or "periods" (".") with "underscores" ("_") for Signature fields and Signature Date fields when generating dynamic, static, and embedded PDF REQ's. In this release we have enhanced the naming convention for Non-Signature and Signature Data fields to now use "underscores" ("_") instead of "dots" or "periods" ("."); for example: `BR_1_Phone_VA` or `Community_Number` for `FillableFields` and `Signatory_Attest_Checkbox` or `Flood_Hazard_Yes` for `FillableCheckboxes`. Note: With static and dynamic documents, Expere will automatically change periods / dots (".") to underscores ("_") for all fields (i.e. signature, signature date, checkboxes, text fields); therefore, no user action is required for the Expere content. However, it is recommended that integrations are reviewed if they are using or expecting specific field names. This naming convention applies to embedded PDF, static, and dynamic REQ's.

WCAG 2.0: Expere Engine enhanced to support embedded and Tagged .PDF's - April
Type: Enhancement Reference: PBI 759760, 741147, 758040, 763976, 763975 Documentation Impacts: See below for any pertinent links.
Summary: As a part of our continued effort to create WCAG 2.0 compatible documents we have updated the Expere Engine to now support the generation of Tagged .PDF documents. We will continue making enhancements to the Expere Engine for Tagged .PDF support, so check back for items being identified and corrected. As part of our continued work to support Tagged .PDF's, we have implemented enhancements to resolve the following WCAG 2.0-related changes in the April release: Embedded PDF - Accessibility Checker failed with tagged PDF (PBI 759760): when generating a single or multi-page tagged PDF for an embeddedPDF document, Adobe Acrobate Accessibility Check reported a "Tagged Content - Failed" error. The tagged PDF functionality has been enhanced to eliminate the "Tagged Content - Failed" error from Adobe Acrobat Accessibility Check in this scenario. Dynamic - Tagged PDF tags displayed in incorrect order (PBI 741147 / 758040 / 763976 / 763975): Expere was enhanced to better support tagging with Dynamic documents for the following functionality: Text containing emphasis tags; when testing CertificationOfBeneficialOwners.req, the tag tree order was incorrect for some text. The tagged PDF functionality has been enhanced to tag text with ‘emphasis’ tags in the proper order in the Adobe Acrobat tag tree. Fillable fields; when testing AutomaticTransferAuthorizationPlainLanguage.req, the Adobe Acrobat tag tree order was incorrect when fillable fields were present. For example: the phrase "Routing Number" and the corresponding fillable field should have appeared in sequential order in the tag tree; however, the fillable field appeared further down in the tag tree. The tagged PDF functionality has been enhancd so that tags used for fillable fields appear in the proper order in the Adobe Acrobat tag tree. List items / bulleted lists: tags associated to lists (i.e. bulleted items within a document) appeared out of order in the Adobe Acrobat tag tree for dynamic documents. The tagged PDF functionality has been enhanced so that tags used with list items appear in the proper order in the Adobe Acrobat tag tree. Dynamic - PDF tagging behavior with fillable fields enhanced (PBI 763976): users reported that certain fillable fields appeared out of order within the Adobe Acrobat tag tree for dynamic documents.

EZTransform: Tomcat component upgrade
Type: Enhancement Reference: PBI 748304
Summary: EZTransform has been updated to use Apache Tomcat version 9.0.73.

Engine: SMARTDoc missing formatted value
Type: Defect Reference: PBI 763300 Documentation Impacts: Hosted Expere Users: Using SMARTDoc functionality; Expere Engine Self-Hosted Users: Using SMARTDoc functionality
Issue: During the course of testing a separate SMARTDoc-related item, internal users discovered that an exception was thrown when no value was present for formats requiring a numeric value, such as currency, dates, and percent fields. As a result, a document was not generated.
Solution: This issue has been resolved: Expere now allows an empty string (no value) for numerical formats with a SMARTDoc.

Tool Suite: Aliases & Packages List Order updated
Type: Enhancement Reference: PBI 761927 Documentation Impacts: Hosted Expere users: Expere Document Services Tool Suite User Guide > Content URI; Document Generation Services users: Document Generation Services Tool Suite User Guide > Content URI
Summary: The list of available Aliases and Packages accessible when clicking the Generate button in the Content Identifier section has been updated to display the aliases in ascending order chronologically, and packages in alphabetical order.

DocViewer: overlay behavior enhanced
Type: Defect Reference: PBI 768371
Issue: DocViewer users reported that when using an overlay, suppression was not honored resulting in additional fields available for data entry.
Solution: This issue has been resolved: suppression is now being honored when using an overlay.

DocViewer: tabbing order behavior enhanced with embedded PDF documents
Type: Enhancement Reference: PBI 766572
Summary: DocViewer has been enhanced when using an Embedded PDF to honor the tabbing order. As a result, the user can populate the information in the correct order. In addition the sums are also calculated in the proper order.

DocViewer: entry behavior in Document Drawer and Document Display page enhanced
Type: Enhancement Reference: PBI 762557
Summary: Users reported that a value selected from a dropdown list of items (for example: a list of States) in the Document Drawer did not match the value displayed in the Document Display page; a different state appeared instead of the state selected from Document Drawer. This was caused by users using the up/down keys to quickly advance to the state compared to using the dropdown selection. This behavior has been enhanced so that values selected from the Document Drawer matches that of the Document Display page.

DocViewer: XPath Attributes behavior enhanced
Type: Enhancement Reference: PBI 751602
Summary: A user reported that adding a custom XPath attribute resulted in an "[object Object]" value to display in an editable field rather than the actual value. As a result, DocViewer has been enhanced to support the use of custom XPath attributes: "[object Object]" no longer appears in a corresponding dropdown.

DocViewer: underline special characters behavior enhanced
Type: Enhancement Reference: PBI 757168
Summary: A user reported that a discrepany existed in the way an underlined word appeared in DocViewer compared to a standard PDF. For example: in the REQ, a "product technical rule" (PTR) is used to add business logic and rules to underline the last name of the parties for a particular state using HTML code `&lt;u&gt;"./LastName "&lt;/u&gt` in the PTR to produce the underline. When generating a PDF, the state was underlined correctly. However, when using DocViewer, the HTML Code `&lt;u&gt;LastName&lt;/u&gt` appeared instead. This behavior has been modified so that DocViewer will no longer display the HTML code used to add underlines.

March

Expere: Document List / Partial Document List functionality - March
Type: Feature Reference: PBI 744444 Documentation Impacts: Features > Document List functionality; Implementation Strategies > Document List / Partial Document List functionality; Expere Document Services Web Services Guide: DocDescriptor
Summary: We have enhanced the Expere Engine to support the selection of either a full or partial document list. In conjunction with a Requirements Editor update allowing users to select either a Document List (full document list) or Partial Document List, the Engine has been updated to include a new optional `<PartialDocumentList/>` element.
    <DocDescriptor>
       <PartialDocumentList>true</PartialDocumentList>
    </DocDescriptor>
Note: For a document to be included in a Partial Document List, some additional data needs to be captured when authoring the REQ. Please see the Implementation Strategies > Document List / Partial Document List functionality for more information. Note also that this is supported in the Expere TXN only.

WCAG 2.0: Expere Engine enhanced to support embedded and Tagged .PDF's - March
Type: Enhancement Reference: PBI 750644, 756865, 708011, 695045, 745396, 760507, 760760 Documentation Impacts: See below for any pertinent links.
Summary: As a part of our continued effort to create WCAG 2.0 compatible documents we have updated the Expere Engine to now support the generation of Tagged .PDF documents. We will continue making enhancements to the Expere Engine for Tagged .PDF support, so check back for items being identified and corrected. As part of our continued work to support Tagged .PDF's, we have implemented enhancements to resolve the following WCAG 2.0-related changes in the March release: LinkText behavior enhanced with multiple references in dynamic document (PBI 745396): users reported that when using the Link – element and the referenced appeared on a different page, the tagged PDF did not include the reference correctly in the tag tree. As a result, Expere has been enhanced to tag references on different pages correctly. Embedded - PDF tagline tagging behavior modified (PBI 750644): the following changes were implemented: On certain documents (for example: "Request for Verification of Employment FNMA 1005"), the fields below were incorrectly appearing in the Adobe Acrobat tag tree when generating a tagged PDF using an embedded PDF REQ document; note also the naming convention and examples appeared as the following: `Form_UserDefined_Left_page1` ("_page2" and so on) `Form_UserDefined_Center_page1` `Form_UserDefined_Right_page1` `Form_CustomBrandTag1` ("`_CustomerBrandTag2`" and so on) `Form_WarrantyControl1` ("`_WarrantyControl2`" and so on) Note: See "Form.WarrantyControl has been changed to Form_WarrantyControl" bullet below. `Form_Barcode` `Form.WarrantyControl` has been changed to `Form_WarrantyControl`. See ADA Implementation Guide > Working with Taglines > Embedded PDF tagline tagging - naming convention for more information. Embedded PDF - "IsTagged" behavior enhanced when selecting standard PDF (PBI 756865): users reported that when creating a standard PDF document from an embedded PDF REQ file, a "Tags" value is appearing in the tag tree in Adobe Acrobat. The expected behavior is that "No Tags Available" should appear. We have enhanced this behavior so that "No Tags Available" appears in the Adobe Acrobat tag tree when generating a standard PDF from an embedded PDF REQ file. Incorrect tagging with Electronic Remote Online Notary (ERON) when generating dynamic documents (PBI 708011): users reported that tags for the electronic notary section within certain tagged PDF documents appeared out of order within the Adobe Acrobat tag tree. Tags for the electronic notary are now tagged in the correct order in the Adobe Acrobat tag tree. Fillable signature / date fields and checkboxes behavior enhanced (PBI 695045): users reported the following issues when generating a tagged PDF of the HUD92541BuildersCertificationAndAgreeToExecuteBuildersWarranty-M2.req dynamic document: The tag order for fillable checkboxes was incorrect The tags for some fillable fields, namely `SignatureField` and `SignatureDate` fields, were missing from the tag tree These issues have been resolved; fillable checkboxes are now tagged in the correct order, and `SignatureField` and `SignatureDate` fields are present in the tag tree. Embedded PDF enhancement (PBI 760507): Embedded PDF functionality has been enhanced to ensure consistent generation of tagged PDF documents (i.e. merging of tagged PDF). Non-fillable WKES checkboxes supported with Embedded PDF's (PBI 760760): Users reported that non-fillable WKES checkboxes were not tagged correctly in Embbeded PDF documents. The expected behavior is the naming convention in the tag tree should match that of standard non-fillable fields and checkboxes. For example: in the tag tree, the naming convention should consist of the following regardless of whether a standard or WKES non-fillable field or checkbox is used: Form <name>_OBJR (for example: Owner_Resident_Yes_OBJR) This behavior has been enhanced so that the checkbox name should be the same between standard non-fillable and WKES fields and checkboxes when generating Embedded PDF documents.

Engine: eSignature field naming convention updated for static and dynamic documents
Type: Enhancement Reference: PBI 751692, 751697 Documentation Impacts: Using eSignature and Acroform fields > Signature Field and SignatureDateField naming for embedded PDF and static REQ files
Summary: we had previously updated the Expere eSignature naming convention to reflect the items below for Signature fields and Signature Date fields when generating embedded PDF REQ's. We have now updated static and dynamic document functionality to match the embedded PDF naming convention functionality: Signature fields now use "underscores" ("_") instead of "dots" or "periods" ("."); for example: `SIG_Borrower_1_1_true_1_eSig` or `PurchaserSignatureArea_eSig` Signature Date fields now use the above mentioned Signature field naming convention and "_eSigDate;" for example: `SIG_Borrower_1_1_true_1_eSig_eSigDate` or `PurchaserSignatureArea_eSig_eSigDate` Note: With static and dynamic documents, Expere will automatically change periods / dots (".") to underscores ("_") for Signature and Signature Date fields; therefore, no user action is required for the Expere content. However, it is recommended that integrations are reviewed if they are using or expecting specific field names. Non-Signature and Signature Data fields using periods / dots will be accounted for in a future Engine release; for example: checkboxes and text fields. This naming convention applies to embedded PDF, static, and dynamic REQ's.

Engine: Enhanced support of multiple MiddlePages when signatures are included in footers
Type: Enhancement Reference: PBI 751216
Summary: when the page count exceeded three pages in a transaction where the FannieMae1003FreddieMac65URLAContinuationPage ("Continuation Page") was included, the document would throw an exception when no fillable fields were present for that document; this was not intended functionality and has been corrected with this release.

Engine: Mandatory attribute behavior enhanced with fillable checkboxes
Type: Enhancement Reference: PBI 750941
Summary: users reported an Expere response file contained a Mandatory attribute set to No for a fillable checkbox (`FillableCheckbox`), despite it being set to Yes in the .REQ file, in this case the AttorneyorTitleInsuranceCompanyPreferenceNotice.req. This behavior has been addressed: when the Mandatory attribute is set to Yes in the .REQ file for a fillable checkbox, the corresponding response value reflects this value.

eOriginal: Destruct, Reverse Registration, and Upload logic enhanced
Type: Enhancement Reference: PBI 760470 Documentation Impacts: eOriginal Quick Guide: Expere Transaction XPaths for eOriginal; eNote Destruction Workflow Outline
Summary: Users no longer need to pass `eClosingType` in the transaction in order to enter the eOriginal workflow. Previously, no eOriginal tasks could be performed without passing in an `eClosingType` indicator.

DocViewer: incorrect formatting behavior enhanced
Type: Enhancement Reference: PBI 662167
Summary: When a value was entered in DocViewer that resulted in an invalid character error, the file that tracked the XPath changes saved the invalid value rather than the NULL or the previous value. This behavior has been enhanced so that when an invalid character error appears, DocViewer does not track the invalid characters but rather the the original value in the on the EndSession page.

DocViewer: messaging behavior enhanced
Type: Enhancement Reference: PBI 756574
Summary: Users reported that when attempting to close a document within DocViewer, an "Are you sure you want to leave this page?" message appeared, implying that the user made a change in DocViewer even if no change had been made. As a result, we have enhanced DocViewer so that no message will appear if changes have not been made.

DocViewer: latency issues addressed
Type: Enhancement Reference: PBI 758965
Summary: Users reported that the Authority document experienced considerable delay when loading the document and selecting fields in DocViewer. Internal analysis revealed that an unnecessary overlay dictionary was stored in the session when the session state was stored in SQL. Whenever a change was made, DocViewer retrieved the overlay dictionary, storing it in the session cache. This issue has been resolved: latency issues have been resolved in DocViewer.

DocViewer: Condition Behavior addressed
Type: Enhancement Reference: PBI 743075
Summary: DocViewer has been enhanced to now display the prompt from the Xpath in a condition (COND.<x> authored in the .REQ file) if a note was not authored in the .REQ file. This prompt appears to right of the "+" / "-" sign in DocViewer.

February

Expere: Incorrect page number on commercial content
Type: Defect Reference: PBI 755961
Issue: During the course of testing a separate work item, users reported that the page numbering on the recording page of any commercial content was incorrect specifically when using the FOP 2.8 renderer. For example: on a three page document, the tagline page numbering stated: "Page 3 of 2."
Solution: This issue has been resolved: when generating commercial documents using FOP 2.8, the page numbering is correct.

Expere: Document List functionality enhancement - February
Type: Feature Reference: PBI 709825 Documentation Impacts: Features > Document List functionality; Implementation Strategies > Document List / Partial Document List functionality
Summary: A user requested an Expere enhancement to provide the Closing Instructions when no other documents would be created; as a result, we have enhanced the Document List functionality to allow for the creation of an empty document list.

WCAG 2.0: Expere Engine enhanced to support embedded and Tagged .PDF's - February
Type: Enhancement Reference: PBI 755798, 755714, 750118 Documentation Impact: See below for any pertinent links
Summary: As a part of our continued effort to create WCAG 2.0 compatible documents we have updated the Expere Engine to now support the generation of Tagged .PDF documents. We will continue making enhancements to the Expere Engine for Tagged .PDF support, so check back for items being identified and corrected. As part of our continued work to support Tagged .PDF's, we have implemented enhancements to resolve the following WCAG 2.0-related changes in the February release: Embedded PDFs: cover page being tagged in Standard PDF (PBI 755798): users reported that when generating a standard PDF using an embedded PDF REQ document and an ancillary barcode with cover page, the cover page text was inadvertently tagged in the Adobe Acrobat tag tree. This behavior has been enhanced so that when generating a standard PDF using an embedded PDF REQ document and ancillary barcode with cover page, the cover page text does not appear in the Adobe Acrobat tag tree. FirstPageOnly behavior modified when using ancillary barcodes with embedded PDF REQ documents (PBI 755714): users reported that ancillary barcodes appeared on all pages of an embedded PDF when selecting `<FirstPageOnly>"true"</FirstPageOnly>` as a child element of an ancillary barcode option. Using this `<FirstPageOnly>"true"</FirstPageOnly>` element should have resulted in barcodes only appearing on the first page of the document. This behavior has been addressed: when selecting `<FirstPageOnly>"true"</FirstPageOnly>` with an ancillary barcode option using an embedded PDF REQ document, only the resulting first page of the embedded PDF displays a barcode. Dynamic document accessibility checker error (PBI 750118): when generating a dynamic document as a tagged PDF with a barcode, the resulting document failed the Adobe Acrobat accessibility checker. This behavior has been resolved so that a dynamic document can be generated as a tagged PDF with a barcode. Note: Although we continue to work on enhancements regarding Embedded PDF REQ files, base content containing Embedded PDF REQ files will be released in the future.

DocViewer: Representative Entity behavior enhanced with overlay
Type: Enhancement Reference: PBI 751098
Summary: Users reported persistent issues existed with Representative Entity Xpaths not honoring suppression values defined at the first level when using an overlay. This behavior has been addressed: Representative Entity Xpaths are honored at all levels when using an overlay.

January

WCAG 2.0: Expere Engine enhanced to support embedded and Tagged .PDF's - January
Type: Enhancement Reference: PBI 747400, 746356, 747377, 750351, 746699, 728082, 739329, 750531, 750142, 748774 Documentation Impact: See below for pertinent links
Summary: As a part of our continued effort to create WCAG 2.0 compatible documents we have updated the Expere Engine to now support the generation of Tagged .PDF documents. We will continue making enhancements to the Expere Engine for Tagged .PDF support, so check back for items being identified and corrected. As part of our continued work to support Tagged .PDF's, we have implemented enhancements to resolve the following WCAG 2.0-related changes in the January release: Integrators: Update DocumentType to support PDF - Mapping For EDS (PBI 747400): In our December Hosted Expere release, we updated the `DocumentTypeEnum` parameter in the Expere Document Services DocServices WSDL to include a new "PDF" enumerated value; this work was done as part of PBI 746355. In conjunction with that work item, we have completed the requisite mapping of this new enumerated value for the January release. See Expere Document Services Web Services Guide: DocumentTypeEnum. Integrators: Update DocumentType to support PDF - `DocumentService` (PBI 746356): in order to support our new Embedded PDF document type, the `DocumentTypeEnum` parameter in the Expere Document Services DocumentService REST API to include a new "PDF" enumerated value. See Expere Document Services Web Services Guide > Document Service REST API > DocumentTypeEnum. Assembly error addressed (PBI 747377): users reported an assembly error when attempting to generate a Tagged PDF version of the Deed of Trust document (FNMAFHLMCDeedOfTrust-M2); as a result, Expere has been enhanced so that the Deed of Trust document can be generated as a Tagged PDF. With this upgrade all Tagged PDFs and API requests using the FOP26 parameter will be generated using FOP 2.8. Tooltip behavior enhanced (PBI 728082): users reported that tool tips appeared and were read for all fields, consisting of fillable and non-fillable fields on embedded PDF documents. The expected behavior is that fillable fields are only generated for fillable fields. Expere has been enhanced so that tool tips now only appear and are read with fillable fields on embedded PDF documents. Barcode field generates on executed PDF containing FillableFields (PBI 750351): users reported that an embedded PDF document contained a fillable field where the barcode was present in the tagline. The expected behavior is that no fillable field should be present in the tagline. As a result, Expere has been enhanced so that no fillable field appears in the tagline. Barcode39 displaying text below barcode as ancillary output in embedded PDF (PBI 746699): users reported that text appeared below the barocde when using a Barcode39 ancillary output with an embedded PDF. The expected behavior is that any text passed in the `<pattern/>` element within the Barcode39 ancillary output should appear above the barcode. Expere has been enhanced to place any text above the barcode. For more information on using barcodes as ancillary outputs, see the Expere Document Services Implementation Guide > Barcodes. Embedded PDF - radio button support enhanced (PBI 739329): Expere has been enhanced to support ESignature and Wolters Kluwer E-Sign radio buttons in generated embedded PDF documents; users will note the proper naming convention now appears in the tag tree for each radio button. ESignature field naming convention updated (PBI 750531): the Expere eSignature naming convention has been updated to reflect the following for Signature fields and Signature Date fields when generating embedded PDF REQ's: Signature fields now use "underscores" ("_") instead of "dots" or "periods" ("."); for example: `SIG_Borrower_1_1_true_1_eSig` or `PurchaserSignatureArea_eSig` Signature Date fields now use the above mentioned Signature field naming convention and "_eSigDate;" for example: `SIG_Borrower_1_1_true_1_eSig_eSigDate` or `PurchaserSignatureArea_eSig_eSigDate` Note: This naming convention applies to embedded PDF REQ's and will be update for use with static and dynamic documents in the future. For more information, refer to Using eSignature and Acroform fields > Signature Field and SignatureDateField naming for embedded PDF REQ files; this help topic will continue to be updated as enhancements are implemented. Barcode cover page tagging behavior enhanced (PBI 750142): users reported that when generating an embedded PDF or dynamic REQ with a barcode cover page (`<UsecoverPage="true">`), the following occurred in Adobe Acrobat: the resulting tagged PDF document failed the accessibility checker The barcode cover page text did not appear in the resutling tag tree This behavior has been modified so that the generated PDF will pass the Adobe Acrobat accessibility checker and subsequent barcode cover page text will appear in the tag tree when using a barcode cover page with an embedded PDF or dynamic REQ. InstanceDisplayName behavior with embedded PDF documents enhanced (PBI 748774): users reported the following when generating an embedded PDF document as a standard PDF: the Document Title value (found in Adobe Acrobat > Document Properties > Initial View > Show dropdown) was set to use Title of the document and appeared in the upper left corner of the document; the File Name value should have appeared instead (found in the same Show dropdown as stated above). Generating a standard PDF from an embedded PDF resulted in Tagged PDF: Yes appearing in the Document Properties > Advanced section. These behaviors have been addressed: when an embedded PDF is generated as a standard PDF, the File Name value is used as the Title of the document and appears in the upper left corner of the document. Tagged PDF: No now appears in the Document Properties > Advanced section when generating a standard PDF from an embedded PDF. Note: Although we continue to work on enhancements regarding Embedded PDF REQ files, base content containing Embedded PDF REQ files will be released in the future.

Engine: SMARTDoc validator error with 12.345% value displayed
Type: Defect Correction Reference: PBI 747390
Summary: Results of the eOValidator indicated that there was a mismatch between the mask value and the amount displayed on the SMARTDoc for the 12.345% format value when a four digit decimal (i.e. 0.1212) is provided: only three decimal places appeared. As a result, Expere has been enhanced so that four decimals now appear for the mask value on the SMARTDoc and PDF. For example: .1212%; the `MaskDescription` value in the XML file requires four decimal places (e.g. "####").

Expere: EZ Config Deposit Default Data merge behavior enhanced when using multiple accounts and different product values
Type: Enhancement Reference: PBI 742356
Summary: Users reported that merged transactions failed when two or more accounts were present in tandem with two or more different products. When merging either single or multiple accounts using the same product, the merge was successful. This issue has been addressed: multiple accounts with two or more different products can now be merged successfully.

Expere Document Services Web Services guide updated with revised IP addresses for November Azure Migration for Disaster Recovery (DR) environment
Type: Enhancement Reference: PBI 753766 Documentation Impacts: Expere Document Services Web Services Guide: Environment and Connectivity Details - Disaster Recovery (DR) Environment
Summary: As part of our internal Lumen to Microsoft Azure data migration, the Expere Document Services Web Services Guide has been revised with application-specific IP addresses for the Disaster Recovery (DR) environment.

DocViewer: scrolling behavior updated
Type: Enhancement Reference: PBI 751112
Summary: Users reported that clicking on certain fields in the Data Entry drawer (left-hand pane) did not advance them to the corresponding location in the Document Display (body of the document in DocViewer). This behavior has been modified so that DocViewer now scrolls correctly to the correct location in the document

DocViewer: dash "-" removed with alpha percent masks
Type: Enhancement Reference: PBI 736797
Summary: DocViewer has been enhanced so that dashes ("-") are removed when working with alpha percent masks; for example "twelve and one-half" is now "twelve and one half." This behavior is consistent with other mask enhancements that have been made when working with SMART Docs.