Changelog Entries - 2021

• Type: Enhancement
• Reference: PBI 706658
• Compliance Impacts: This item is not a compliance or regulatory issue.
• Documentation Impacts: No documentation impact

• Type: Enhancement
• Reference: PBI 706667
• Compliance Impacts: This item is not a compliance or regulatory issue.
• Documentation Impacts: No documentation impact

• Type: Enhancement
• Reference: PBI 706305
• Compliance Impacts: This item is not a compliance or regulatory issue.
• Documentation Impacts: No documentation impact

• Type: Enhancement
• Reference: PBI 705774
• Compliance Impacts: This item is not a compliance or regulatory issue.
• Documentation Impacts: No documentation impact

• Type: Feature
• Reference: PBI 696660, 696662, 701342
• Compliance Impacts: This item is not a compliance or regulatory issue.
• Documentation Impacts: No documentation impact

• PBI 696660: during the course of reporting an issue related to our WCAG 2.0 feature work, an internal user reported that the Adobe Acrobat Accessibility checker was failing. This PBI resolved that issue so that running the Accessibility checker now completes successfully.
• PBI 696662: we addressed three issues for this particular work item:
  • An internal user reported that our authoring tool timed out when attempting to generate the Uniform Residential Loan Application (URLA) as a TaggedPDF document type. This issue has been resolved.
  • An italicized word, Texas Constitution, was tagged incorrectly and was being read out of order. This issue has been resolved.
  • A URL, www.oregonlawhelp.com, appeared in a separate section within the Adobe tag tree rather than within the tagging for the paragraph where it resided. This issue has been resolved.
• PBI 701342: an internal user reported that when clicking a Form tag within the Adobe tag tree, it resulted in the the entire form being highlighted, rather than a particular word or phrase. It was discovered that checkboxes associated with this Form tag were being removed, resulting in an empty form tag and the entire form being highlighted. This issue has been resolved.

• Type: Defect
• Reference: PBI 704153
• Compliance Impacts: This item is not a compliance or regulatory issue.
• Documentation Impacts: No documentation impact

• Type: Defect
• Reference: PBI 703835
• Compliance Impacts: This item is not a compliance or regulatory issue.
• Documentation Impacts: No documentation impact

• PDF: WKES_RadioButton_username@email.com_20_M
• JSON: WKES_RadioButton_username@email.com_19_M

This resulted in receiving errors in WKES when trying to complete the eSign process.

• Type: Defect
• Reference: PBI 703561
• Compliance Impacts: This item is not a compliance or regulatory issue.
• Documentation Impacts: No documentation impact

• Type: Enhancement
• Reference: PBI 701178
• Compliance Impacts: This item is not a compliance or regulatory issue.
• Documentation Impacts: No documentation impact

• Type: Enhancement
• Reference: PBI 703264
• Compliance Impacts: This item is not a compliance or regulatory issue.
• Documentation Impacts: No documentation impact

• Type: Enhancement
• Reference: PBI 698507
• Compliance Impacts: This item is not a compliance or regulatory issue.
• Documentation Impacts: No documentation impact

• Type: Enhancement
• Reference: PBI 698504
• Compliance Impacts: This item is not a compliance or regulatory issue.
• Documentation Impacts: No documentation impact

In the transaction, if EOriginalUploadInd element = 0, only eNotes are uploaded to eOriginal. As a result, no other documents are sent to eOriginal.

• Type: Defect
• Reference: PBI 698521
• Compliance Impacts: This item is not a compliance or regulatory issue.
• Documentation Impacts: No documentation impact

• Type: Enhancement
• Reference: PBI 694061
• Compliance Impacts: This item is not a compliance or regulatory issue.
• Documentation Impacts: BeginSession - POST; UpdateTransaction - POST

• Type: Feature
• Reference: PBI 696660, 686589
• Compliance Impacts: This item is not a compliance or regulatory issue.
• Documentation Impacts: No documentation impact

• PBI 686589: It was reported that in a TaggedPDF document, tables that were split between pages resulted in the corresponding Adobe tag tree displaying the tables separately. A TaggedPDF document with tables that split between pages are now combined into one table in the Adobe tag tree.

• Type: Feature
• Reference: PBI 696788
• Compliance Impacts: This item is not a compliance or regulatory issue.
• Documentation Impacts: No documentation impact

• Type: Feature
• Reference: PBI 678700 / 678702
• Compliance Impacts: This item is not a compliance or regulatory issue.
• Documentation Impacts: Expere Document Services Web Services Guide (SOAP): AncillaryOutputTypeEnum; Expere Document Services Web Services Guide (REST): AncillaryOutputTypeEnum; Expere Document Services Tool Suite User Guide: Select & Generate, Select / Generate

• Type: Feature
• Reference: PBI 694049
• Compliance Impacts: This item is not a compliance or regulatory issue.
• Documentation Impacts: eOriginal Quick Guide: Expere Transaction XPaths for eOriginal

• 0 = TestOnDemand
• 1 = PreviewOnDemand
• 2 = Production

• Type: Defect
• Reference: PBI 693352
• Compliance Impacts: This item is not a compliance or regulatory issue.
• Documentation Impacts: No documentation impact

• Type: Defect
• Reference: PBI 696612
• Compliance Impacts: This item is not a compliance or regulatory issue.
• Documentation Impacts: No documentation impact

• Type: Enhancement
• Reference: PBI 693657
• Compliance Impacts: This item is not a compliance or regulatory issue.
• Documentation Impacts: No documentation impact

This behavior has been enhanced so that when WKES_ESignatureAndFieldSupport is specified as an ancillary output in the request, the notary section of the document allows for a notary to hand write in the details.

• Type: Enhancement
• Reference: PBI 687430, 687789, 687668, 687377, 687780, 687803, 688296, 693325
• Compliance Impacts: This item is not a compliance or regulatory issue.
• Documentation Impacts: No documentation impact

• Enhancement (PBI 693325): the DocViewer UpdateTransaction API has been updated to handle KeyCollections changes, eliminating the need for users to set up KeyCollections in the OPPSA conversion output file..
• Enhancement (PBI 687430): due to lack of consistency in OPPSA, the conversion sets the /Txn/OrgJurisdiction as the default value for the KeyPathValue.
• Enhancement (PBI 687668): previously in the OPPSA export two xpath values which gathered the same value were sent in the transaction; one Xpath was correct, while the second Xpath was incorrect. Now, only the correct Xpath is used in one key collection.
• Enhancement (PBI 687789 / 688296): there are EZ Config specific Xpaths that correspond to checkboxes in OPPSA that were not tied to an Xpath, this enhancement maps the OPPSA checkbox value to the corresponding EZ Config Xpaths.
• Enhancement (PBI 687780: the OPPSA conversion previously did not account for policies that contained a nodeName. These does not account for Oppsa policies that have a nodeName within them. The xpaths that exist with a nodeName value are converted like seen in description
• Enhancement (PBI 687803): when converting the truth in savings Oppsa policy we are now setting the /Txn/Deposit/Accounts/Account/TruthInSavingsPolicyName xpath with the value in the export file
• Defect (PBI 687377): the TransferOrPaymentType value was missing from the DataItem>Xpath after the conversion process occurred. This behavior has been enhanced to preserve this Xpath value.
• Enhancement (PBI 688316): the following Xpaths are now being converted from Oppsa. Previously the corresponding OPPSA checkboxes were not mapped to an Xpath:
  • /Txn/Deposit/EZConfigNightDepositAgreementInd
  • /Txn/Deposit/ElectronicProcedureDisclosures/ElectronicProcedureDisclosure/ElectronicProcedureType
  • /Txn/Deposit/EZConfigSecondMobileBankingAccessMethodInd
  • /Txn/Deposit/RegEPolicies/RegEPolicy/MinimumBalanceCheckingInd
  • /Txn/Deposit/RegEPolicies/RegEPolicy/MinimumBalanceSavingsInd
  • /Txn/Deposit/EZConfigEarlyWithdrawalPenaltyReducedRateBasisType

• Type: Enhancement
• Reference: PBI 678008
• Compliance Impacts: This item is not a compliance or regulatory issue.
• Documentation Impacts: No documentation impact

• Type: Enhancement
• Reference: PBI 689284
• Compliance Impacts: This item is not a compliance or regulatory issue.
• Documentation Impacts: Expere Document Services Tool Suite User Guide: Select Generate Deliver; Select & Generate.

• Type: Enhancement
• Reference: PBI 681620 / 690908
• Compliance Impacts: This item is not a compliance or regulatory issue.
• Documentation Impacts: Expere Document Services Implementation Strategies Guide: Barcode Types (Fonts) and Patterns

• Type: Enhancement
• Reference: PBI 684964
• Compliance Impacts: This item is not a compliance or regulatory issue.
• Documentation Impacts: Expere Document Services Tool Suite User Guide: Select & Generate; Select / Generate; Expere Document Services Web Services Guide: DocumentFormatTypeEnum

• Type: Enhancement
• Reference: PBI 636172
• Compliance Impacts: This item is not a compliance or regulatory issue.
• Documentation Impacts: Expere Document Services Tool Suite User Guide: Select and Generate; Select / Generate

• Type: Enhancement
• Reference: PBI 681392
• Compliance Impacts: This item is not a compliance or regulatory issue.
• Documentation Impacts: No documentation impact

We have enhanced this behavior so that the SignatureField can be authored outside of a Table element without forcing the field to obscure the signature line and text. The updated behavior appears as follows:

• Type: Enhancement
• Reference: PBI 683811
• Compliance Impacts: This item is not a compliance or regulatory issue.
• Documentation Impacts: No documentation impact

• Type: Enhancement
• Reference: PBI 684946
• Compliance Impacts: This item is not a compliance or regulatory issue.
• Documentation Impacts: Hosted Expere > Wolters Kluwer E-Sign Feature Guide: Deliver > Special Considerations

• Type: Defect
• Reference: PBI 684468
• Compliance Impacts: This item is not a compliance or regulatory issue.
• Documentation Impacts: No documentation impact

• Type: Defect
• Reference: PBI 686843
• Compliance Impacts: This item is not a compliance or regulatory issue.
• Documentation Impacts: No documentation impact

• Type: Defect
• Reference: PBI 682957
• Compliance Impacts: This item is not a compliance or regulatory issue.
• Documentation Impacts: Expere DocumentServices Tool Suite User Guide: Select Generate Deliver, Select and Generate, Select / Generate

• The Product Only option has been updated to Default Data Only. Functionality has been updated so that the product and organization data are merged with the request transaction.
• The Logo and Product option has been renamed to Logo and Default Data.

• Type: Enhancement
• Reference: PBI 683581
• Compliance Impacts: This item is not a compliance or regulatory issue.
• Documentation Impacts: Expere Document Services Web Services Guide: Appendix: REST API Request and Response Samples > Deliver Request / Response Samples

• Type: Feature
• Reference: PBI 670690
• Compliance Impacts: This item is not a compliance or regulatory issue.
• Documentation Impacts: Expere Document Services Web Services Guide: ListDocuments-synchronous

• Type: Defect
• Reference: PBI 686724
• Compliance Impacts: This item is not a compliance or regulatory issue.
• Documentation Impacts: No documentation impact

• Type: Defect
• Reference: PBI 684633
• Compliance Impacts: This item is not a compliance or regulatory issue.
• Documentation Impacts: No documentation impact

• Type: Enhancement
• Reference: PBI 681311
• Compliance Impacts: This item is not a compliance or regulatory issue.
• Documentation Impacts: Expere Document Services Web Services Guide: Environment and Connectivity Details - Customer Test (CT), Environment and Connectivity Details - Production Environment

• Type: Enhancement
• Reference: PBI 681833
• Compliance Impacts: This item is not a compliance or regulatory issue.
• Documentation Impacts: Expere Document Services Tool Suite User Guide: System Requirements

• Type: Enhancement
• Reference: PBI 684124
• Compliance Impacts: This item is not a compliance or regulatory issue.
• Documentation Impacts: No documentation impact

This behavior has been enhanced: empty Paragraph and Figure tags are no longer created in the tag tree and will not cause a full accessibility check to fail.

• Type: Feature
• Reference: PBI 650345
• Compliance Impacts: This item is not a compliance or regulatory issue.
• Documentation Impacts: Expere Document Services Feature Guide: Register; Expere Document Services Tool Suite User Guide: SETUP Page

• InvalidEmailAddress: indicates the user email address is not valid.
• UserContainerDoesNotExist: Indicates that the User Container has not been entered for the account in the Tool Suite > SETUP Page.

Finally, we have updated the Expere Document Services Tool Suite > SETUP page to include a new System Admin (Invite User) Username, updated Username to Compliance Officer Username, and added a User Container field.

• Type: Enhancement
• Reference: PBI 680864
• Compliance Impacts: This item is not a compliance or regulatory issue.
• Documentation Impacts: No documentation impact

• Tagging was incorrect: the tag for Notary Commission Expiration Date - OBJR should have appeared after the tags for Date and Seal.
  
  
  
• The Adobe Acrobat screen reader read sections in the wrong order: the screen reader read the field for Grantor on page one, then began reading the field next to My Commission expires and then read page one items four and five.

This issues have been resolved; tagging and screen reading behaviors have been enhanced to act as expected.

• Type: Defect
• Reference: PBI 680150
• Compliance Impacts: This item is not a compliance or regulatory issue.
• Documentation Impacts: No documentation impact

• Type: Enhancement
• Reference: PBI 680967
• Compliance Impacts: This item is not a compliance or regulatory issue.
• Documentation Impacts: No documentation impact

• Type: Feature
• Reference: PBI 674227
• Compliance Impacts: This item is not a compliance or regulatory issue.
• Documentation Impacts: No documentation impact

• Type: Enhancement
• Reference: PBI 675396
• Compliance Impacts: This item is not a compliance or regulatory issue.
• Documentation Impacts: Expere DocumentServices Tool Suite User Guide: Select Generate Deliver, Select and Generate, Select / Generate

The Tool Suite functionality for each of the aforementioned pages has been updated to include a new EZ Merge Options dropdown; this replaces the Default Data > Apply Logo from Default Data checkbox. For more information, consult the Tool Suite User Guide: Select Generate Deliver, Select and Generate, Select / Generate pages.

• Type: Enhancement
• Reference: PBI 546262
• Compliance Impacts: This item is not a compliance or regulatory issue.
• Documentation Impacts: Expere Document Services WebServices Guide: Documents

<r:DocumentSet>
            <r:Document>
               <r:DocumentID>PKGD.AuthorizationDocumentAccounts</r:DocumentID>
               <r:StoredDocID>PKGD.AuthorizationDocumentAccounts</r:StoredDocID>
               <r:DisplayName>Authorization Accounts</r:DisplayName>
               <r:Type>Dynamic</r:Type>
               <r:Phase>DepositAccountOpening</r:Phase>
               <r:PackageID>PKG.DepositAccountOpening</r:PackageID>
            </r:Document>

• Type: Feature
• Reference: PBI 677951
• Compliance Impacts: This item is not a compliance or regulatory issue.
• Documentation Impacts: No documentation impact

• Type: Feature
• Reference: PBI 678710
• Compliance Impacts: This item is not a compliance or regulatory issue.
• Documentation Impacts: No documentation impact

Document Services has been updated to pass in a new <MergeEZConfig> element with enumerated values of LogoOnly, DefaultDataOnly, or LogoAndDefaultData within the <EZConfig> element for a request first.

<EZConfig>
               <OrgName>OrgBaseLibrary - CDL</OrgName>
               <OrgAlias>BaseLibrary\.(.*)</OrgAlias>
               <OrgLOB>Consumer Direct Lending</OrgLOB>
               <MergeEZConfig>
                  <Enum>DefaultDataOnly</Enum>
               <MergeEZConfig>
               <ProductNames>
                  <string>Product - CDL BaseLibrary</string> 
               </ProductNames>
            </EZConfig>

• Type: Enhancement
• Reference: PBI 677125
• Compliance Impacts: This item is not a compliance or regulatory issue.
• Documentation Impacts: No documentation impact

• Type: Enhancement
• Reference: PBI 677580
• Compliance Impacts: This item is not a compliance or regulatory issue.
• Documentation Impacts: No documentation impact

• Type: Enhancement
• Reference: PBI 677461
• Compliance Impacts: This item is not a compliance or regulatory issue.
• Documentation Impacts: Hosted Expere Landing Page; Expere Document Services Web Services Guide

• Hosted Expere Landing Page: we have added a new Getting Started section and guide to the landing page; this provides a high-level overview of which documents you will use during and after your implementation
• Expere Document Services Web Services Guide: we have reformatted the web services guide to allow for better ease of navigation when examining SOAP and REST API information.

• Type: Enhancement
• Reference: PBI 677738
• Compliance Impacts: This item is not a compliance or regulatory issue.
• Documentation Impacts: Expere Document Services Feature Guide: Using Callbacks > Callback Routes

• generate
• delivery
• delivery setup

• Type: Feature
• Reference: PBI 676849
• Compliance Impacts: This item is not a compliance or regulatory issue.
• Documentation Impacts: eOriginal Quick Guide: eNote MERS Reverse Registration Workflow

• Type: Enhancement
• Reference: PBI 678807
• Compliance Impacts: This item is not a compliance or regulatory issue.
• Documentation Impacts: No documentation impact

• Credit Agreement HE Variable Draw Repay-TX document: the Adobe screen reader read the italicized TexasConstitution out of order; the tag for TexasConstitution was incorrect in the tag tree. These items have been resolved: TexasConstitution is now read in the correct by the screen order and appears correctly in the tag tree.
  
  
  
• Welcome Approved Notice document: the tag for "www.oregonlawhelp.com" was out of position and in its own Section within the tag tree; it appeared after the tagging for the paragraph where it resided. This item has been updated; www.oregonlawhelp.com now appears in the same section with its surrounding paragraph information.
  
  
  

• Type: Feature
• Reference: PBI 676380
• Compliance Impacts: This item is not a compliance or regulatory issue.
• Documentation Impacts: Expere Document Services: MergeEZConfig; MergeEZConfigEnum

Expere Document Services has been updated to pass in a new <MergeEZConfig> element with enumerated values of LogoOnly, DefaultDataOnly, or LogoAndDefaultData within the <EZConfig> element for a request first.

<EZConfig>
               <OrgName>OrgBaseLibrary - CDL</OrgName>
               <OrgAlias>BaseLibrary\.(.*)</OrgAlias>
               <OrgLOB>Consumer Direct Lending</OrgLOB>
               <MergeEZConfig>
                  <Enum>DefaultDataOnly</Enum>
               <MergeEZConfig>
               <ProductNames>
                  <string>Product - CDL BaseLibrary</string> 
               </ProductNames>
            </EZConfig>

• Type: Defect
• Reference: PBI 669577
• Compliance Impacts: This item is not a compliance or regulatory issue.
• Documentation Impacts: No documentation impact

Issue: Similarly to PBI 669576, a related initial issue was reported when generating the URLA for transaction using the DC version of the form: two initial fields that should have been present next to Your Initials on the middle of the page were superimposed over the words Additional Borrower Names on the footer of the page (see example below).

• Type: Enhancement
• Reference: PBI 669619
• Compliance Impacts: This item is not a compliance or regulatory issue.
• Documentation Impacts: No documentation impact

• Type: Feature
• Reference: PBI 668967
• Compliance Impacts: This item is not a compliance or regulatory issue.
• Documentation Impacts: eOriginal Quick Guide: eNote Upload Workflow Outline; Document Generation Services: SETUP page

• Type: Defect
• Reference: PBI 672854
• Compliance Impacts: This item is not a compliance or regulatory issue.
• Documentation Impacts: No documentation impact

• Type: Defect
• Reference: PBI 672665
• Compliance Impacts: This item is not a compliance or regulatory issue.
• Documentation Impacts: No documentation impact

• Type: Feature
• Reference: PBI 668967
• Compliance Impacts: This item is not a compliance or regulatory issue.
• Documentation Impacts: eOriginal Quick Guide: Upload Workflow Outline > How do we identify when documents should be uploaded to eOriginal?; Expere Transaction XPaths for eOriginal

• Type: Enhancement
• Reference: PBI 669277
• Compliance Impacts: This item is not a compliance or regulatory issue.
• Documentation Impacts: No documentation impact

• Type: Feature
• Reference: PBI 669932
• Compliance Impacts: This item is not a compliance or regulatory issue.
• Documentation Impacts: Expere Document Services Web Services Guide: Callback; Callback Authentication > AuthorizationHeaderOverride

	"generate": {
		"request": {
			"daysToExpire": 0,
			"documentFormat": "PDF",
			"transactionData":<base64datahere>",
			"contentIdentifier": "BaseLibrary.PKG.Default",
			"callback": {
				"AuthorizationHeaderOverride": "TestHeader"
			},

• Type: Feature
• Reference: PBI 671445
• Compliance Impacts: This item is not a compliance or regulatory issue.
• Documentation Impacts: Expere Document Services Web Services Guide: Documents

• Type: Enhancement
• Reference: PBI 670712
• Compliance Impacts: This item is not a compliance or regulatory issue.
• Documentation Impacts: Feature Guide: Deliver > Special Considerations

• Type: Defect
• Reference: PBI 674121
• Compliance Impacts: This item is not a compliance or regulatory issue.
• Documentation Impacts: No documentation impact

• Type: Feature
• Reference: PBI 645942
• Compliance Impacts: This item is not a compliance or regulatory issue.
• Documentation Impacts: eOriginal Quick Guide: Expere Transaction XPaths for eOriginal and eNote Upload Workflow Outline

• Type: Feature
• Reference: PBI 663313
• Compliance Impacts: This item is not a compliance or regulatory issue.
• Documentation Impacts: No documentation impact

• Type: Feature
• Reference: PBI 665323
• Compliance Impacts: This item is not a compliance or regulatory issue.
• Documentation Impacts: eOriginal Quick Guide: Upload Workflow Outline > Signing the document

• Type: Feature
• Reference: PBI 623980
• Compliance Impacts: This item is not a compliance or regulatory issue.
• Documentation Impacts: eOriginal Quick Guide: Upload Workflow Outline > Enhanced Support

• Type: Defect
• Reference: PBI 660304
• Compliance Impacts: This item is not a compliance or regulatory issue.
• Documentation Impacts: No documentation impact

• Tables which spanned across more than one page resulted in table headers not appearing, and Adobe Acrobat Accessibility Checker producing an error and being unable to read the table headings.
• Signatures in the footer were not read in the correct order by the Adobe Acrobat Accessibility Checker.

• Initial Disclosure Packages now generate successfully for an output type of TaggedPDF.
• Table headings and signatures in the footer of the document are read in the correct order by the Adobe Acrobat Accessibility Checker.

• Type: Defect
• Reference: PBI 671198
• Compliance Impacts: This item is not a compliance or regulatory issue.
• Documentation Impacts: No documentation impact

• Type: Defect
• Reference: PBI 634764
• Compliance Impacts: This item is not a compliance or regulatory issue.
• Documentation Impacts: Implementation Strategies: Barcode Types (Fonts) and Patterns

• Type: Defect
• Reference: PBI 669576
• Compliance Impacts: This item is not a compliance or regulatory issue.
• Documentation Impacts: No documentation impact

• Type: Enhancement
• Reference: PBI 668310
• Compliance Impacts: This item is not a compliance or regulatory issue.
• Documentation Impacts: Expere Document Services Web Services Guide: GetRecipientDeliveryActionItem

• for those recipients that have an ElectronicWithEsign package that has not been signed.
• for those recipients that have an ElectronicOnly package that has not been viewed.

The GetRecipientDeliveryActionItem call must contain two required parameters; the accountId and RecipientEmailAddress. The response message will consist of the following, specifically an action that the recipient needs to perform (ESIGN if ElectronicWithEsign or REVIEW if ElectronicOnly):

• PassthroughIdentifier
• TransationIdentifier
• Action (either ESIGN or REVIEW depending on the delivery format)
• Loan number
• PackageId
• WKESId
• GroupId
• Documents (DocID's of the documents associated to the open WKES package)

{
    "packages": [
        {
            "transactionIdentifier": "475095",
            "passthroughIdentifier": "123465er3234",
            "groupId": "6161d8c9-cd69-443a-9b3a-ae004ccb8b28",
            "wkesId": "4560083",
            "packageId": "4559657",
            "action": "REVIEW",
            "documents": [
                {
                    "docID": "PKGD.NoticeOfHomeownershipCounseling-DEF",
                    "instanceDisplayName": "Notice of Homeownership Counseling - B2_FName B2_MName B2_LName"
                },
                {
                    "docID": "PKGD.HUDForm92070ServicemembersCivilReliefAct-RS",
                    "instanceDisplayName": "HUD Form 92070 Servicemembers Civil Relief Act"
                }
            ]
        },
        {
            "transactionIdentifier": "475095",
            "passthroughIdentifier": "123465er3234",
            "groupId": "e6ec311a-c1f3-458a-87a7-a560a2305f32",
            "wkesId": "4560082",
            "packageId": "4559656",
            "action": "REVIEW",
            "documents": [
                {
                    "docID": "PKGD.NoticeOfHomeownershipCounseling-DEF",
                    "instanceDisplayName": "Notice of Homeownership Counseling - B1_FName B1_MName B1_LName"
                },
                {
                    "docID": "PKGD.HUDForm92070ServicemembersCivilReliefAct-RS",
                    "instanceDisplayName": "HUD Form 92070 Servicemembers Civil Relief Act"
                }
            ]
        }
    ]
}

• Type: Feature
• Reference: PBI 667032
• Compliance Impacts: This item is not a compliance or regulatory issue.
• Documentation Impacts: eOriginal Quick Guide: Upload Workflow Outline

• Type: Feature
• Reference: PBI 623977
• Compliance Impacts: This item is not a compliance or regulatory issue.
• Documentation Impacts: eOriginal Quick Guide: Upload Workflow Outline

• Type: Feature
• Reference: PBI 623976
• Compliance Impacts: This item is not a compliance or regulatory issue.
• Documentation Impacts: eOriginal Quick Guide: Upload Workflow Outline

• Type: Feature
• Reference: PBI 659108
• Compliance Impacts: This item is not a compliance or regulatory issue.
• Documentation Impacts: eOriginal Quick Guide: Upload Workflow Outline > Signer Roles

• Type: Enhancement
• Reference: PBI 658678
• Compliance Impacts: This item is not a compliance or regulatory issue.
• Documentation Impacts: eOriginal Quick Guide: Expere Transaction XPaths for eOriginal > Signer Types

• Type: Enhancement
• Reference: PBI 658996
• Compliance Impacts: This item is not a compliance or regulatory issue.
• Documentation Impacts: Expere Document Services Feature Guide or through the Hosted Expere landing page.

The new Expere Document Services Feature Guide area is intended to provide a more comprehensive look at each feature available and various integration strategies, which may help with user implementation. Each feature guide will consist of its own set of help topics, with links to request/response samples (where applicable), the methods which can be used (REST or SOAP), and other critical information.

• Type: Enhancement
• Reference: PBI 634558
• Compliance Impacts: This item is not a compliance or regulatory issue.
• Documentation Impacts: No documentation impact

• The Adobe Acrobat screen reader read the Confirm Receipt section, located at the bottom of the page, before items on the same page that preceded it.

  

• Signatures appeared out of order in the Bookmark navigation pane in a tagged PDF. Instead of appearing after specific heading bookmarks, they appeared before them (see screen shot below).

  

This behavior has been enhanced: for non-merged, single documents, the screen reader reads the items in the correct order while bookmarks appear in the correct order.

• Type: Enhancement
• Reference: PBI 649949
• Compliance Impacts: This item is not a compliance or regulatory issue.
• Documentation Impacts: No documentation impact

• Type: Enhancement
• Reference: PBI 661929
• Compliance Impacts: This item is not a compliance or regulatory issue.
• Documentation Impacts: No documentation impact

Response sample before enhancement:

Response sample after enhancement:

• Type: Enhancement
• Reference: PBI 666082
• Compliance Impacts: This item is not a compliance or regulatory issue.
• Documentation Impacts: Expere Document Services Feature Guide: Register

• Type: Defect
• Reference: PBI 665530
• Compliance Impacts: This item is not a compliance or regulatory issue.
• Documentation Impacts: No documentation impact

• Type: Feature
• Reference: PBI 623979
• Compliance Impacts: This item is not a compliance or regulatory issue.
• Documentation Impacts: eOriginal Quick Guide: Upload Workflow Outline

• Type: Feature
• Reference: PBI 623578
• Compliance Impacts: This item is not a compliance or regulatory issue.
• Documentation Impacts: eOriginal Quick Guide: Upload Workflow Outline

• Type: Enhancement
• Reference: PBI 662149
• Compliance Impacts: This item is not a compliance or regulatory issue.
• Documentation Impacts:eOriginal Quick Guide: Expere Transaction XPaths for eOriginal

• Type: Feature
• Reference: PBI 651577
• Compliance Impacts: This item is not a compliance or regulatory issue.
• Documentation Impacts: Expere Document Services Tool Suite User Guide: SETUP Page > Enable Callbacks sub-section

• Generate
• Delivery Setup
• Delivery Status

Selecting a particular checkbox(es) sends callbackes to the user for the particular REST API method.

• Type: Enhancement
• Reference: PBI 656099
• Compliance Impacts: This item is not a compliance or regulatory issue.
• Documentation Impacts: Expere Document Services Web Services Guide: FillableCheckbox; FillableText

FillableCheckbox

<xs:complexType name="FillableCheckbox">
				<xs:complexContent mixed="false">
					<xs:extension base="tns:FillableField">
						<xs:sequence>
							<xs:element minOccurs="0" maxOccurs="1" name="Checked" nillable="true" type="tns:ExpereBoolean"/>
							<xs:element minOccurs="0" maxOccurs="1" name="GroupID" nillable="true" type="xs:string"/>
							<xs:element minOccurs="0" maxOccurs="1" name="SignatureUniqueIdentifier" nillable="true" type="xs:string"/>
						</xs:sequence>
					</xs:extension>
				</xs:complexContent>
			</xs:complexType>

FillableText

<xs:complexType name="FillableText">
				<xs:complexContent mixed="false">
					<xs:extension base="tns:FillableField">
						<xs:sequence>
							<xs:element minOccurs="0" maxOccurs="1" name="Width" nillable="true" type="tns:ExpereFloat"/>
							<xs:element minOccurs="0" maxOccurs="1" name="Height" nillable="true" type="tns:ExpereFloat"/>
							<xs:element minOccurs="0" maxOccurs="1" name="FontSize" nillable="true" type="xs:float"/>
							<xs:element minOccurs="0" maxOccurs="1" name="NumberOfCharacters" nillable="true" type="xs:int"/>
							<xs:element minOccurs="0" maxOccurs="1" name="FontName" nillable="true" type="xs:string"/>
							<xs:element minOccurs="0" maxOccurs="1" name="FieldType" nillable="true" type="tns:FillableFieldTypeEnum"/>
							<xs:element minOccurs="0" maxOccurs="1" name="FieldText" nillable="true" type="xs:string"/>
							<xs:element minOccurs="0" maxOccurs="1" name="HorizontalAlignment" nillable="true" type="tns:HorizontalAlignmentEnum"/>
							<xs:element minOccurs="0" maxOccurs="1" name="Underline" nillable="true" type="xs:boolean"/>
							<xs:element minOccurs="0" maxOccurs="1" name="MultiLine" nillable="true" type="xs:boolean"/>
							<xs:element minOccurs="0" maxOccurs="1" name="SignatureUniqueIdentifier" nillable="true" type="xs:string"/>
						</xs:sequence>
					</xs:extension>
				</xs:complexContent>
			</xs:complexType>

• Type: Enhancement
• Reference: PBI 658736
• Compliance Impacts: This item is not a compliance or regulatory issue.
• Documentation Impacts: eOriginal Quick Guide: eNote Destruction Workflow Outline

• Type: Enhancement
• Reference: PBI 647253
• Compliance Impacts: This item is not a compliance or regulatory issue.
• Documentation Impacts: eOriginal data points used for a fixed or ARM loan

• Type: Feature
• Reference: PBI 654114
• Compliance Impacts: This item is not a compliance or regulatory issue.
• Documentation Impacts: Expere Document Services Feature Guide: Deliver method > Special Considerations

• Type: Enhancement
• Reference: PBI 658570
• Compliance Impacts: This item is not a compliance or regulatory issue.
• Documentation Impacts: No documentation impact

• Type: Feature
• Reference: PBI 644747 / 649874
• Compliance Impacts: This item is not a compliance or regulatory issue.
• Documentation Impacts: Expere Document Services Feature Guide: GetDeliveredImages > Delivery Modes

• Type: Feature
• Reference: PBI 661128
• Compliance Impacts: This item is not a compliance or regulatory issue.
• Documentation Impacts: Expere Document Services Feature Guide: GetDeliveredImages > Delivery Modes

• Type: Feature
• Reference: PBI 650149
• Compliance Impacts: This item is not a compliance or regulatory issue.
• Documentation Impacts: No documentation impact

• TransactionID (transactionIdentifier): the ID returned from the Generate (when DeliveryHold = No) or Deliver request.
• PassthroughID (passthroughIdentifier): the external identifier provided by the customers calling system on the Generate or Deliver request.
• DeliveryGroupID (groupId): the ID provided for each unique delivery group created on the request.
• Wolters Kluwer Package status: all information from Wolters Kluwer E-Sing on the status of the given package.

{"deliveryResponse":{"transactionIdentifier":"459771","passthroughIdentifier":null,"groupId":"403eab3c-752f-4212-a901-2dca58ff7776",
"Package":{"PackageDetail":{"Id":"4543067","Status":"DirectToPaper","PushEvent":"CREATED","ReturnedReceivedMsgId":"","LoanNumber":"999888777","Comment":""},
"PackageAttachments":{"Attachments":{"Attachment":[{"Name":"HUD Approved Counseling Agencies-NV - Oscar James Obligor, Jr..pdf","Number":"0"},{"Name":"HUD Approved Counseling Agencies-NV - Betty Lou Smith.pdf","Number":"1"},
{"Name":"Notice of Intent to Foreclose-NV - Oscar James Obligor, Jr..pdf","Number":"2"},{"Name":"Notice of Intent to Foreclose-NV - Betty Lou Smith.pdf","Number":"3"}]},"PackageStatuses":{"PackageStatus":{"Action":"REVIEW","Recipient":"paperout@wolterskluwer.com","Received":"Thu, Feb 04, 2021 14:54:55","Viewed":"","Purged":"","Recalled":"","Signed":"","Rejected":"","PaperRequested":"","DirectToPaper":"Thu, Feb 04, 2021 14:54:55","PaperCompleted":"","PaperNote":"","Label":"","PackageError":"","Consented":"","PushedToVault":"","PushedToVaultNote":"","AdditionalData":"","UserTag":"","TRIDUndeliverable":"","ReceivedMsgId":"4542447"}}}
2021-02-04 14:57:37.203 -06:00 [INF] Executing HttpStatusCodeResult, setting HTTP status code 200

"callback": {},
            "delivery": {
                "deliveryHold": false,
                "deliveryMode": "DirectToPaper",

• Type: Enhancement
• Reference: PBI 658575
• Compliance Impacts: This item is not a compliance or regulatory issue.
• Documentation Impacts: eOriginal Quick Guide: Password Override

• Type: Feature
• Reference: See Summary for each item
• Compliance Impacts: This item is not a compliance or regulatory issue.
• Documentation Impacts: see Summary for each item.

• WKESRegister: this method can be used to register users to authorize electronic delivery of documents
  • PBI: 642878
  • Feature Guide: WKESRegister
  • Expere Document Services Web Services Guide: WKESRegister
• GetDeliverySetup: this method can be used to retrieve the delivery setup information for a transaction
  • PBI: 649879
  • Feature Guide: GetDeliverySetup
  • Expere Document Services Web Services Guide: GetDeliverySetup
• Deliver: this method can be used to Deliver document packages to delivery group(s) originally created through the Generate request, or to send the Generated document package to specified recipients in the Deliver request.
  • PBI: 650116
  • Feature Guide: Deliver
  • Expere Document Services Web Services Guide: Deliver
  Note: Users must pass in the TransactionId from the Generate request, in the Deliver request (required parameter); additional optional parameters include PassthroughId, RecipientInfo, and ReturnAddress

• Type: Feature
• Reference: PBI 658150
• Compliance Impacts: This item is not a compliance or regulatory issue.
• Documentation Impacts: eOriginal Quick Guide: Expere Transaction XPaths for eOriginal

• Type: Feature
• Reference: PBI 644744
• Compliance Impacts: This item is not a compliance or regulatory issue.
• Documentation Impacts: Expere Document Services Feature Guide: Deliver

• Delivery container
• Inside the Delivery, the following elements are present:
  • deliveryMode: ElectronicWithESign
  • deliveryGroups:
    • emailAddresses (values)
    • discretePartyId
    • groupID
    • documents (docID and instanceDisplayName)

• Type: Feature
• Reference: PBI 649878
• Compliance Impacts: This item is not a compliance or regulatory issue.
• Documentation Impacts: Feature Guide: Generate-Result method; Expere Document Services Web Services Guide: REST API > GetGenerateResults

• Type: Enhancement
• Reference: PBI 651638
• Compliance Impacts: This item is not a compliance or regulatory issue.
• Documentation Impacts: Expere Document Services Web Services Guide: DiscreteParty

• Type: Feature
• Reference: PBI 649866
• Compliance Impacts: This item is not a compliance or regulatory issue.
• Documentation Impacts: No documentation impact

• Type: Defect
• Reference: PBI 656164
• Compliance Impacts: This item is not a compliance or regulatory issue.
• Documentation Impacts: No documentation impact

• It did not include the Id element and value in the FillableFieldSet > FillableText container
• It contained a value of "alphanum" in the FieldType parameter instead of "initial."

Additionally, we determined that EmailAddress was not being returned in the response; as a result, we have updated the response to include this field.

<FillableText>
                  <Id>TestPartyID</Id>
                  <EmailAddress>TestEmail@email.com</EmailAddress>
                  <XCoordinate>544.63</XCoordinate>
                  <YCoordinate>67.16</YCoordinate>
                  <FieldName>Footer Initial_22</FieldName>
                  <ToolTip>Enter your initials.</ToolTip>
                  <PageNumber>92</PageNumber>
                  <Mandatory>No</Mandatory>
                  <Width>28.7999878</Width>
                  <Height>10</Height>
                  <FontSize>10</FontSize>
                  <FontName>ArialMT</FontName>
                  <FieldType>Initials</FieldType>
                  <HorizontalAlignment>Left</HorizontalAlignment>
                  <Underline>true</Underline>
                  <MultiLine>false</MultiLine>
              </FillableText>

• Type: Enhancement
• Reference: PBI 645801
• Compliance Impacts: This item is not a compliance or regulatory issue.
• Documentation Impacts: Expere Document Services Web Services Guide: SignaturePoint

• Type: Enhancement
• Reference: PBI 649079
• Compliance Impacts: This item is not a compliance or regulatory issue.
• Documentation Impacts: No documentation impact

<DocInstances>
			<DocData>
				<base64>JVBERi0</base64>
				<text xsi:nil="true"/>
				<xml>
					<NotApplicable/>
				</xml>
			</DocData>
			<InstanceDisplayName>Cooperative Fixed Rate Note</InstanceDisplayName>
			<InstanceFileName>Default-Cooperative_Fixed_Rate_Note.pdf</InstanceFileName>
			<InstanceFormattingMetadata>
				<InstanceSigningInstructions>NoSignatures</InstanceSigningInstructions>
			</InstanceFormattingMetadata>
			<InstancePacketType xsi:nil="true"/>
			<InstancePacketName xsi:nil="true"/>
			<InstanceDocumentRef xsi:nil="true"/>
			<InstanceSequence xsi:nil="true"/>
			<InstanceBarcodeValue xsi:nil="true"/>
			<InstancePageCount>4</InstancePageCount>
			<DocFormat>PDF</DocFormat>
			<Copy xsi:nil="true"/>
			<SignaturePointSet xsi:nil="true"/>
			<InstancePageSize>Letter</InstancePageSize>
			<DocIDRef>PKGD.eNotePlaceholderFannieMaeFreddieMac3200</DocIDRef>
			<InstanceRecordableFlag>false</InstanceRecordableFlag>
			<DocumentProfileID>10471666</DocumentProfileID>
		</DocInstances>

• Type: Feature
• Reference: PBI 649845
• Compliance Impacts: This item is not a compliance or regulatory issue.
• Documentation Impacts: No documentation impact

• Type: Defect
• Reference: PBI 651453
• Compliance Impacts: This item is not a compliance or regulatory issue.
• Documentation Impacts: No documentation impact

• Type: New Feature
• Reference: PBI 647190
• Compliance Impacts: This item is not a compliance or regulatory issue.
• Documentation Impacts: No documentation impact