Changelog Entries - 2020

This help topic encompasses new features, enhancements, and defect corrections covering all aspects of your hosted environment, including Expere Document Services and the Expere Engine.

New Features

Enhancements

Defect Corrections

December

Expere Engine: Unique identifier created for each notary block (eNotary feature enhancement)
  • Type: Enhancement
  • Reference: PBI 647196
  • Compliance Impacts: This item is not a compliance or regulatory issue.
  • Documentation Impacts: No documentation impact
Summary: As an enhancement to our eNotary feature, we have modified the Expere Engine to automatically add a SignatureUniqueIdentifier element for each field in a Notary Block; the SignatureUniqueIdentifier element now connects the fields within the Notary Block to the notary signature so the electronic delivery platform knows which fields are associated with each specific notary signature.
Note: The SignatureUniqueIdentifier element can be present as a child in the <SignaturePoint/> and in the <FillableField/> (<Fillablefield/> and <FillableCheckbox/>) set areas of the transaction request.
Technical Notes: See the following <SignaturePoint/> > <SignatureUniqueIdentifier/> code sample below:
<r:Signer>
			<r:Id>NotaryID</r:Id>
			<r:Description>Notary/r:Description>
			<r:SignaturePoints>
				<r:SignaturePoint>
					<r:IncludeDate>true</r:IncludeDate>
					<r:PageNumber>10</r:PageNumber>
					<r:PageOrder>0</r:PageOrder>
					<r:Height>36.0</r:Height>
					<r:Width>162.0</r:Width>
					<r:SignatureText>NotaryID</r:SignatureText>
					<r:XCoordinate>37.0</r:XCoordinate>
					<r:YCoordinate>307.22</r:YCoordinate>
					<r:Type>Signature</r:Type>
					<r:FieldName>SIG_Notary_1_NotaryID_true_0</r:FieldName>
					<r:SignatureRequired>true</r:SignatureRequired>
					<r:SignatureUniqueIdentifier>NotaryBlockSection1</r:SignatureUniqueIdentifier>
				</r:SignaturePoint>
Implementation Notes: This enhancement is available in the December release of Expere Document Services / Hosted Expere2021 Release One of the Expere Engine.
Generate request validation enhanced
  • Type: Feature
  • Reference: PBI 647260
  • Compliance Impacts: This item is not a compliance or regulatory issue.
  • Documentation Impacts: No documentation impact
Summary: As part of the Wolters Kluwer Hosted Expere to Wolters Kluwer ESign initiative, we have added enhanced validation to notify users that only supported Recipient-related combinations are allowed on a Generate request.

When using a Recipient node, only DeliveryMode=DirectToPaper is allowed; using one of the other DeliveryMode values (ElectronicOnly, ElectronicWithESign, orImageOnly) would result in a 400 Bad Request error; for example:

"Recipients property is only supported for the following delivery modes: DirectToPaper."
Implementation Notes: This feature is available in the December release of Expere Document Services / Hosted Expere.
Generate-Callback service created
  • Type: Feature
  • Reference: PBI 647186
  • Compliance Impacts: This item is not a compliance or regulatory issue.
  • Documentation Impacts: No documentation impact
Summary: We have implemented a new Generate-Callback service. Note the following:
  • The Generate-Callback method URL to POST is: /api/v1/generate-callback
  • The callback message sent back to users will resemble the following (in JSON format):
    {
    "TransactionIdentifier":386556,
    "PassthroughIdentifier":null,
    "UpdateType":"GenerateUpdate",
    "Description":null,
    "TimeStamp":"2020-11-25T09:53:04.4535654-06:00"
}
Implementation Notes: This feature is available in the December release of Expere Document Services / Hosted Expere.
Tool Suite SETUP page updated to allow callback setup
  • Type: Feature
  • Reference: PBI 647185
  • Compliance Impacts: This item is not a compliance or regulatory issue.
  • Documentation Impacts: Expere Document Services Tool Suite User Guide: SETUP page > REST Setup Credentials
Summary: As part of our Wolters Kluwer Hosted > Wolters Kluwer ESign feature, we have added to ability to set account-level callbacks for use with DocumentService REST API's. Users can select either a username/password or token authentication type and associate to a specific callback URL.
Implementation Notes: This feature is available in the December release of Expere Document Services / Hosted Expere.
DocumentFormat parameter behavior enhanced
Summary: It was reported by a customer that the DocumentFormat parameter, at the packet level, was being returned as “null” in their response from Expere. Through internal investigation we found that the DocFormat was not being returned when selecting PdfMerge or MergedCopyPDF. The DocumentFormat parameter has been updated was modified to now return a value of "Pdf" value if nothing was provided in the a PdfMerge or MergedCopyPDF request.
Implementation Notes: This enhancement is available in the December release of Expere Document Services / Hosted Expere2020 Release Three of the Expere Engine.
Font/FontSize parameters now optional with NotaryStamp field type
Summary: Previously, Font and FontSize parameters were required when setting the FieldType parameter set to NotaryStamp. It was determined that text would never need to be entered when using the NotaryStamp option as it is reserved for placing the NotaryStamp image. As part of the eNotary feature, we are making these parameters optional when using a NotaryStamp fillable field.
Implementation Notes: This enhancement is available in the December release of Expere Document Services / Hosted Expere2020 Release Three of the Expere Engine.
Barcodes now supported on specific pages within static documents
  • Type: Enhancement
  • Reference: PBI 642955
  • Compliance Impacts: This item is not a compliance or regulatory issue.
  • Documentation Impacts: No documentation impact
Summary: A static document was customized to have a barcode on only the last page. This resulted in blurry text at the bottom of the other pages. This issue has been resolved.
Implementation Notes: This enhancement is available in the December release of Expere Document Services / Hosted Expere.
LOB/Alias now included in Generate Content URI dialog box
Summary: EZ Config Packages and Packets users reported that it was difficult to differentiate between packages with the same name. It was requested that when selecting a Package through the Expere Document Services Tool Suite, that the Line of Business (LOB) and Alias appear adjacent to each package. As a result, the Generate Content URI dialog has been updated to display the package name and corresponding LOB and Alias.


Implementation Notes: This enhancement is available in the December release of Expere Document Services / Hosted ExpereThis enhancement is available in the November deployment of Document Generation Services.
Generate/Generate Synchronous REST API's updated to include WKES Delivery options
Summary: As part of the Wolters Kluwer Hosted REST to Wolters Kluwer ESign (WKES) Delivery feature, the Generate and Generate-Synchronous REST API's have been updated to include the following WKES Delivery parameters within the request:
  • FI Pre-Consent: true or false values
  • Delivery Hold: true or false values
  • Delivery Mode: includes DirectToPaper, ElectronicOnly, ElectronicWithEsign, ImageOnly
    • DirectToPaper
    • ElectronicOnly
    • ElectronicWithEign
    • ImageOnly
  • Recipient Info: includes name, address (1 and 2), city, state, zip, country code, mailing type (USPS, UPS, FedEx)
    • Name
    • Address Line 1
    • Address Line 2
    • City
    • State
    • Zip
    • Country Code
    • Mailing Type
      • USPS shipping options
        • First Class
        • First Class International
        • First Class Electronic Certified
        • First Class International Electronic Certified
      • UPS (Customer contract required)
        • Next Day Air
        • Ground
        • Worldwide Saver
        • Expedited SM
      • FedEx (Customer contract required
        • Priority Overnight
        • Standard Overnight
        • Two Day Shipping
        • International Priority
        • Economy
Implementation Notes: This feature is available in the December release of Expere Document Services / Hosted Expere.
Callback URL character limit enhanced
  • Type: Enhancement
  • Reference: PBI 643825
  • Compliance Impacts: This item is not a compliance or regulatory issue.
  • Documentation Impacts: No documentation impact
Summary: A user reported that their callback URL length had exceeded the maximum character limit. As a result, the user was unable to use their specified callback URL.

We have increased the callback URL length from 255 to 2048 characters.

Implementation Notes: This enhancement is available in the December release of Expere Document Services / Hosted Expere.

November

Generate Synchronous added as a Tool Suite search option on the SUPPORT page
Summary: Generate-Synchronous is now an option within the API Call section on the SUPPORT page.
Implementation Notes: This enhancement is available in the November release of Expere Document Services / Hosted Expere.
New REST methods added to DocumentService
  • Type: Feature
  • Reference: PBI 640664, 641461, 641460, 637657, 644343
  • Compliance Impacts: This item is not a compliance or regulatory issue.
  • Documentation Impacts: No documentation impact.
Summary: As part of our feature to support transaction data transform services we have created a new Expere Hosted REST API with various methods. These methods are used to retrieve transaction transform stylesheets stored with a given account, allow users to transform their transaction data using a specified stylesheet, or delete stylesheets no longer used. These methods consist of the following:
  • Generate-Synchronous: this is independent of our standard asynchronous API's. The generate-synchronous call offers a singular approach in generating documents by including both the ID and generated documents in the response. Previously, users would submit a request to return the EDS transaction ID, then a second request to return the document packages. This feature enhancement streamlines the overall process of returning an ID and document package by including them both in one singular response.
  • Generate-Asynchronous: used to request document processing based on transaction data included in the request. This operation is an asynchronous call back that takes transaction data, a Content URI (for callback servicing), and an account ID (AccountID) for the calling application and returns a Transaction ID with a status. This is typically followed by a call to the GetRequestResult operation, using the transaction ID returned in the Generate response, to retrieve generated package documents as requested by the calling application in the Generate request.
  • Select-Synchronous: used to run document autoselection for a given request, and return list of document for potential generation.
  • GetGenerateResults: used to request status information about a previously submitted request and to retrieve generated documents (using a RequestID) for Generate, SelectAndGenerate, or SelectGenerateDeliver API calls.

The Swagger page can be accessed here.
Implementation Notes: This feature is available in the November release of Expere Document Services / Hosted Expere.
DocumentService REST API's now documented via Swagger
  • Type: Feature
  • Reference: PBI 643322
  • Compliance Impacts: This item is not a compliance or regulatory issue.
  • Documentation Impacts: Document Service REST API
Summary: With REST APi's, Wolters Kluwer utilizes Swagger. Users can access the API documentation available here. The Swagger UI provides annotations around the methods and parameters utilized within DocumentService.
Implementation Notes: This feature is available in the November release of Expere Document Services / Hosted Expere.
Tool Suite: SETUP page updated for Wolters Kluwer ESign credentials
Summary: As part of our effort to integrate Hosted Expere and Wolters Kluwer ESign (WKES) in order to utilze the latter's delivery options, we have updated the SETUP page to accept WKES user credentials. This allows a bridge between Hosted Expere and WKES so a document package can be generated in Hosted Expere and delivered to a user(s) via WKES for an immediate electronic signature.
Implementation Notes: This feature is available in the November release of Expere Document Services / Hosted Expere.
Select-Synchronous REST API implemented
  • Type: Enhancement
  • Reference: PBI 641461
  • Compliance Impacts: This item is not a compliance or regulatory issue.
  • Documentation Impacts: No documentation impact.
Summary: We have implemented a new select-synchronous REST API call, which is used to select documents for immediate processing and retrieve the results of the Select request.
Implementation Notes: This feature is available in the November release of Expere Document Services / Hosted Expere.
Asynchronous Generate REST API implemented
  • Type: Enhancement
  • Reference: PBI 641460
  • Compliance Impacts: This item is not a compliance or regulatory issue.
  • Documentation Impacts: No documentation impact.
Summary: We have implemented a new generate-asynchronous REST API call, which is used to request document processing based on transaction data included in the request. This operation is an asynchronous call back that takes transaction data, a Content URI (for callback servicing), and an account ID (AccountID) for the calling application and returns status information. This is typically followed by a call to the GetRequestResult operation to return the generated package documents as requested by the calling application in the Generate request.
Implementation Notes: This feature is available in the November release of Expere Document Services / Hosted Expere.
Integrators: eOriginal DocumentProfileId location updated
Summary: Previously, the DocumentProfileId parameter resided within the eOriginal data type. We have determined that we need to place the parameter within a more meaningful location; as a result, the DocumentProfileId is now in the DocumentInstance parameter. The new location, combined with other parameters within the DocumentInstance parameter will provide more context as to which Document Profile ID's correspond to a particular document.
Note: This is an optional parameter and will only appear in the response when the eOriginal Document Profile ID is present for the given document.
Implementation Notes: This enhancement is available in the November release of Expere Document Services / Hosted Expere.

October expanded release

Note: The changes outlined below will be included with the CT release on November 5 and Production release on November 12.
SignatureText field lengthened
  • Type: Enhancement
  • Reference: PBI 644056
  • Compliance Impacts: This item is not a compliance or regulatory issue.
  • Documentation Impacts: No documentation impact
Summary: Internal resources discovered that a customer's transaction was failing repeatedly due to the number of characters in the SignatureText field exceeded the character limit. As a result, we increased the character limit from 255 to 500.
Implementation Notes: This enhancement is available in the November release of Expere Document Services / Hosted Expere.
XY coordinates now returned on Generate call when merging PDF's with an EClosing
  • Type: Defect
  • Reference: PBI 644741
  • Compliance Impacts: This item is not a compliance or regulatory issue.
  • Documentation Impacts: No documentation impact
Issue: A user reported that XY coordinates were not returned in the Expere response when making a Generate call. Internal analysis revealed that the absence of XY coordinates in the Expere response was caused when selecting the MergedPdf ancillary output option and an EClosingType=1.
Solution: This behavior has been enhanced; XY coordinates are now returned in the Expere response file when selecting the MergedPdf ancillary output option with an EClosingType=1.
Implementation Notes: This defect correction is available in the November release of Expere Document Services / Hosted Expere.
Empty phone number data point removed when calling eOriginal
  • Type: Enhancement
  • Reference: PBI 635580
  • Compliance Impacts: This item is not a compliance or regulatory issue.
  • Documentation Impacts: No documentation impact
Summary: Previously when submitting a transaction to eOriginal where the PhoneNumber element was included in the transaction, but a value was not provided, the transaction failed.

We have enhanced this behavior so that users may keep the PhoneNumber element in their transaction XML and will no longer need to remove it when a value is not present.

Implementation Notes: This enhancement is available in the November release of Expere Document Services / Hosted Expere.
October expanded release
Note: The change outlined below was included with the CT release on October 12; however, it will be part of a separate Production event to be released at a later date.
WKES Field Naming convention updated to include NavigationOrder
Summary: In PBI 626223, we enhanced the sequencing of Wolters Kluwer E-Sign (WKES) signatures/signature dates. These changes resulted in an undesired user experience when signature/signature date fields were captured throughout the document with other fillable fields captured after. We have further enhanced the sequencing of all fillable fields by adding a navigation order variable to the field naming convention. This allows WKES to use the FieldOrder value for applying the signature fields and the NavigationOrder for walking users through the fillable fields in a more conventional order within the signing software.

WKES Field naming convention has been updated to: WKES_FieldType_UserEmail_FieldOrder-NavigationOrder_M/O

Implementation Notes: This enhancement is available in the 2020 Release Three (3) of the Expere EngineOctober release of Expere Document Services / Hosted Expere.

October

Note: Enhancements and defect corrections previously deployed on September 8 will be reverted on September 14 during a regular maintence window. These changes originally scheduled for the September release will now be part of the October release.
eOUpload funtionality implemented
  • Type: Feature
  • Reference: PBI 572118
  • Compliance Impacts: This item is not a compliance or regulatory issue.
  • Documentation Impacts: No documentation impact
Summary: Users may upload Expere documents to an eOriginal transaction using a new EOriginalUploadInd XPath. A value of "1" signifies that all Expere documents will be uploaded to the eOriginal Command Center for viewing. The Technical Notes section contains the possible values that can be used for this indicator in the incoming Expere request.
Technical Notes: Txn/EOriginalUploadInd
  • 0 (F) (or not present) = Do not Upload to eOriginal
  • 1 (T)= Upload ALL Docs to eOriginal
Implementation Notes: This enhancement is available in the October release of Expere Document Services / Hosted Expere.
Generate-Synchronous API call implemented
  • Type: Feature
  • Reference: PBI 637657
  • Compliance Impacts: This item is not a compliance or regulatory issue.
  • Documentation Impacts: No documentation impact.
Summary: We have implemented a new generate-synchronous REST API call, independent of our standard asynchronous API's. The generate-synchronous call offers a singular approach in generating documents by including both the ID and generated documents in the response. Previously, users would submit a request to return the EDS transaction ID, then a second request to return the document packages. This feature enhancement streamlines the overall process of returning an ID and document package by including them both in one singular response.

The Swagger page can be accessed here.
Implementation Notes: This feature is available in the October release of Expere Document Services / Hosted Expere.
Expere Engine: InstanceSigningInstructions behavior enhanced with a PostProcessRequest
  • Type: Defect
  • Reference: PBI 636220
  • Compliance Impacts: This item is not a compliance or regulatory issue.
  • Documentation Impacts: No documentation impact
Issue: Previously, a PostProcessRequest always returned the InstanceSigningInstructions as "NoSignatures." Instead the InstanceSigningInstructions value that was designated in the request should be retained in the PostProcessRequest with values of "NoSignatures," "InkSign," or "ESign."
Solution: The PostProcessRequest now returns the correct InstanceSigningInstructions value.
Implementation Notes: This defect correction is available in the 2020 Release Three of the Expere EngineSeptember release of Hosted Expere / Expere Document Services.
Ability to merge documents added with eOriginal functionality
  • Type: Enhancement
  • Reference: PBI 635818
  • Compliance Impacts: This item is not a compliance or regulatory issue.
  • Documentation Impacts: No documentation impact
Summary: A user reported an issue where merging PDF documents into a single document package did not function when passing in an EClosingType=1 indicator in the transaction request. Expere now supports the ability to merge PDF documents when using eOriginal through either the MergePdf or MergeCopyPdf ancillary output options.
Implementation Notes: This enhancement is available in the September release of Hosted Expere / Expere Document Services.
Duplexing information added to Implementation Strategies > Ancillary Output user documentation
Summary: We recently had a request to provide detailed information around the use of the Duplex ancillary output option. The specific use case requested information on inserting blank pages in a merged PDF document package where certain individual documents contain an odd number of pages. The use of the Duplex ancillary output option would insert these necessary blank pages. As a result, we have added information about using the Duplex option in our Implementation Strategies online help documentation.
Implementation Notes: This enhancement is available in the September release of Hosted Expere / Expere Document Services2020 Release Three (3) of the Expere Engine.
Delivery behavior enhanced - queuing and status
  • Type: Enhancement
  • Reference: PBI 618568
  • Compliance Impacts: This item is not a compliance or regulatory issue.
  • Documentation Impacts: No documentation impact
Summary: A user reported that they were unable to retrieve documents after receiving a callback indicating their documents were ‘ready.' Based on internal analysis, it was determined that there are two saves that occur on a single request; one for Render_Pending and a second for Render_Success. On a typical request, the saves occur in the order of ‘Pending’ and then ‘Success’. However, there has been an instance where the Render_Success was saved first, and the Render_Pending status occurred second, overwriting the ‘Success’ status. This caused a problem when requesting the generated documents, as the status was ‘Pending’ indicating to the requesting system that the documents were not ready.

We have updated our process to no longer overwrite the Render_Success status once it has occurred.

Implementation Notes: This enhancement is available in the September release of Hosted Expere / Expere Document Services.
RAW_XML document format enhanced to use images
  • Type: Enhancement
  • Reference: PBI 627696
  • Compliance Impacts: This item is not a compliance or regulatory issue.
  • Documentation Impacts: No documentation impact
Summary: Users reported that when using RAW_XML as a document format, any images present in the document appeared only as a name rather than with Base64 encoding. We have enhanced the behavior when opting for RAW_XML document format so that any images that exist now appear in Base64 encoding in the resultant Expere response file.
Implementation Notes: This enhancement is available in the 2020 Release Three (3) of the Expere EngineSeptember release of Hosted Expere / Expere Document Services.
Signature "X" on form enhanced
  • Type: Defect
  • Reference: PBI 631067
  • Compliance Impacts: This item is not a compliance or regulatory issue.
  • Documentation Impacts: No documentation impact
Issue: Users reported that the "X" that appears in signature fields was positioned incorrectly and obscured by the red tab that appears below the Signer title (for example Borrower's Signature0. This behavior appeared on page three (3) through the second to last page of the URLA Continuation Page.
Solution: This behavior has been enhanced:
  • The signature "X" is now positioned closer to the signature line instead of directly below the Signer title
  • The signature "X" is no longer obscured by red tab below the Signer title
Implementation Notes: This defect correction is available in the 2020 Release Three (3) of the Expere EngineSeptember release of Hosted Expere / Expere Document Services.
Integrators: EmailAddress added as a parameter in WSDL
Summary: The EmailAddress parameter has been added to the DiscreteParty data type in the Expere Document Services DocServices WSDL. The email address associated to each Discrete Party will be returned in the response in a future release. Adding the email address to Discrete Party opens up the opportunity to better integrate with electronic delivery products, like Wolters Kluwer E-Sign (WKES).
Implementation Notes: This feature is available in the September release of Hosted Expere / Expere Document Services.
EZ Config Transaction functionality updated to accept multiple products
Summary: We have enhanced our EZ Config Transaction service to now support multiple product selection when selecting Deposit products. After selecting your Organization, select any number of products in the Available Products pane to move to the Selected Products pane.

Additionally, the Organization dropdown has been updated to include the ID after the ORG name to distinguish between multiple organizations that have the same name.

Implementation Notes: This enhancement is available in the 2020 Release Two of Document Generation ServicesSeptember release of Hosted Expere / Expere Document Services.

August

Implementation Strategies documentation updated with Logo information
Summary: The Expere Document Services Implementation Strategies online help documentation now contains additional guidance on when logos can/cannot be applied through an ancillary output. For more information on rules for using or not using logos, see Implementation Strategies: Logos > Situations where logos are not applied.
Implementation Notes: This enhancement is available in the August release of Hosted Expere / Expere Document Services.

Expanded July Release

Note: The expanded June release will occur in the CT environment on 7/22; production deployment is 8/9.
eNote creation process enhanced - Signers
  • Type: Enhancement
  • Reference: PBI 616860
  • Compliance Impacts: This item is not a compliance or regulatory issue.
  • Documentation Impacts: eOriginal Quick Guide available by request
Summary: We have enhanced our process for creating Signers on the eNote within eOriginal. The following Signer types are supported:
  • /Txn/CoSigners/CoSigner
  • /Txn/Borrowers/Borrower
  • /Txn/CoSigners/CoSigner/Signers/Signer
  • /Txn/Borrowers/Borrower/Signers/Signer
  • /Txn/Borrowers/Borrower/RepresentativeEntities/RepresentativeEntity/Signers/Signer
  • /Txn/Borrowers/Borrower/RepresentativeEntities/RepresentativeEntity/RepresentativeEntities/RepresentativeEntity/Signers/Signer
  • /Txn/Borrowers/Borrower/RepresentativeEntities/RepresentativeEntity/RepresentativeEntities/RepresentativeEntity/RepresentativeEntities/RepresentativeEntity/Signers/Signer
  • /Txn/CollateralItems/Collateral/Owners/Owner/Trustees/Trustee /Txn/CollateralItems/Collateral/Owners/Owner/Trustees/Trustee/Signers/Signer
Note: The following elements are required for each Party on the eNote:
  • FirstName
  • LastName
  • SSN
  • EmailAddress
  • RembrandtID or SignerID
Implementation Notes: This enhancement is available in the expanded July release.
eNote Destruction process enhanced
  • Type: Feature
  • Reference: PBI 626572
  • Compliance Impacts: This item is not a compliance or regulatory issue.
  • Documentation Impacts: eOriginal Quick Guide: eNote Destruction Workflow Outline (eOriginal Quick Guide available by request)
Summary: Previously in PBI 560985, we expanded eOriginal support for the Destruction workflow. In this PBI, we have modified the Destruction workflow to run when the Txn/EOriginalDestructionType is passed in with a value of 1, 2, of 3.

The possible enumerated values for Txn/EOriginalDestructionType are defined as follows:

  • 0 = Do NOT execute
    • Destruction logic within eOriginalwill NOT be run.
  • 1 = Destruct managed doc profiles only
    • Documents previously uploaded to eOriginal by Expere, including the eNote, will be destructed.
  • 2=Destruct ALL doc Profiles
    • Documents previously uploaded by Expere,including the eNote,as well as any manually uploaded documents through eOriginal Command Centerwill be destructed.
  • 3 = Destruct Transaction
    • Removes the entire transaction from eOriginal.Note: If Txn/EOriginalDestructionType is NOT included in the request it is treated the same as a '0'.
Implementation Notes: This feature is available in the July expanded release of Hosted Expere / Expere Document Services.
MergedPDF enhancements with Adobe Acrobat Accessibility Checker
  • Type: Enhancement
  • Reference: PBI 628336
  • Compliance Impacts: This item is not a compliance or regulatory issue.
  • Documentation Impacts: No documentation impact
Summary: Users reported that generating a MergedPdf with either a format of Tagged PDF or Tagged PDF Embedded Fonts resulted in the Adobe Acrobat Accessibility Checker flagging the Title and Primary Language as non-WCAG 2.0 compliant (displaying as Failed in the Accessibility Checker).


We have enhanced this behavior to reflect the following changes:

  • The Title name now defaults to the packet, which typically display as Default
  • The language is set to English
Implementation Notes: This enhancement is available in the July expanded release of Hosted Expere / Expere Document Services.
Sequencing behavior enhanced
  • Type: Enhancement
  • Reference: PBI 626223
  • Compliance Impacts: This item is not a compliance or regulatory issue.
  • Documentation Impacts: No documentation impact
Summary: Users reported that sequencing for initials was ordered incorrectly: some initial lines were sequenced after the signature line for the same email address (or recipient), which caused issues when signing within our WKES signing application. The WKES signing application requires that the signature be sequenced last.


This behavior has been enhanced: signature line and date fields are sequenced last for the same email address.

Implementation Notes: This enhancement is available in the July expanded release of Hosted Expere / Expere Document Services.
Missing initial lines behavior enhanced
  • Type: Defect
  • Reference: PBI 625632
  • Compliance Impacts: This item is not a compliance or regulatory issue.
  • Documentation Impacts: No documentation impact
Issue: It was reported that the borrower and additional borrower initial lines did not appear on the Uniform Residential Loan Application document in the lower right corner for certain pages. Instead, only the additional borrower initial line appeared. The initial lines are linked to the specific email addresses of the borrowers.


Solution: This issue has been resolved; both borrower and additional borrower initial lines appear in the document.
Implementation Notes: This defect correction is available in the July expanded release of Hosted Expere / Expere Document Services.

July

WKFS_StyleGuide.xml now excludes SignerEmail for older versions of content
  • Type: Defect
  • Reference: PBI 624666
  • Compliance Impacts: This item is not a compliance or regulatory issue.
  • Documentation Impacts: No documentation impact
Issue: It was determined that using older content versions that did not support the SignerEmail resulted in a null pointer error and failure of certain documents to generate, such as the Fannie Mae 1003 Freddie Mac 6 URLA Continuation Page. The Expere engine has been updated to not require a signer email when content has not been updated to use one.
Implementation Notes: This defect correction is available in the July release of Hosted Expere / Expere Document Services.
eOriginal Loan Identifier updated for CreateTransaction
  • Type: Enhancement
  • Reference: PBI 625098
  • Compliance Impacts: This item is not a compliance or regulatory issue.
  • Documentation Impacts: No documentation impact
Summary: It was determined that eOriginal transactions were using XPaths containing the LoanIdentifier data point for the Loan Origination and Loan ID that were not intended for those respective values. As a result, we have updated Txn/Note/Note[1]/LoanIdentifier to be used with the Loan Origination ID and Loan Number when creating eOriginal transactions.
Implementation Notes: This enhancement is available in the July release of Hosted Expere / Expere Document Services.
Organization / policy merge transaction behavior enhanced
  • Type: Enhancement
  • Reference: PBI 623479
  • Compliance Impacts: This item is not a compliance or regulatory issue.
  • Documentation Impacts: No documentation impact
Summary: It seemed that there isolated incidents when copying organizations and policies from one set of content to another. Users were unable to merge the transaction using the copied organization or policy. It seemed that some data items in the .REQ files had a predicate in the PTR (for example: PRINT /Txn/OrgAddresses/OrgAddress[1]). As a result, the convertToDefaultSchema removed the predicate when creating the XPath values. In the Organization .REQ files, the predicates were removed causing errors to occur stating that conflicting values existed for the same XPath.

It was determined that convertToDefaultSchema removed the predicates when white space was present in the transaction .XML file. As a result, we have enhanced convertToDefaultSchema to now return predicates when whitespace is present in the transaction .XML file.

Note: It should be stressed that most users may never enounter this issue. Consult this changelog in the unlikely event that it does occur.
Implementation Notes: This enhancement is available in the July release of Hosted Expere / Expere Document Services.
New NotaryStamp options added
Summary: The Expere schema has been updated with new FieldTypeEnum value of NotaryStamp. This new enum value is being added in anticipation of Expere content updates to support eNotary. Adding this value will allow integrators to use the Expere response to determine what field(s) on the document are intended for notary use. Electronic signing partners will then be able to appropriately assign signer roles based on the FillableFieldType. Additionally, we have added a new SignatureUniqueIdentifier element that is used to asssociate the FillableField to the applicable SignatureField.
Implementation Notes: This feature is available in the 2020 Release Two of the Expere Engine2020 Release Two of Document Generation ServicesJuly release of Hosted Expere / Expere Document Services.
<InstancePageCount> and <InstancePageSize> elements now return values
  • Type: Enhancement
  • Reference: PBI 616574
  • Compliance Impacts: This item is not a compliance or regulatory issue.
  • Documentation Impacts: No documentation impact
Summary: When conducting extensive internal testing, we noticed discrepancies in the values that the <InstancePageCount> and <InstancePageSize> elements were returning for the eNote from eOirginal.
  • <InstancePageCount> did not return a value; it should return any page number value other than "0"
  • <InstancePageSize> returned a value; expected values were either "letter" or "legal"

<InstancePageCount> and <InstancePageSize> elements now return expected values for the eNote.
Implementation Notes: This feature is available in the June release of Hosted Expere / Expere Document Services.

Expanded June Release

Note: The expanded June release will occur in the CT environment on 6/18 and in production on 6/24.
eOriginal Quick Guide updated
  • Type: Enhancement
  • Reference: PBI 619087
  • Compliance Impacts: This item is not a compliance or regulatory issue.
  • Documentation Impacts: eOriginal Quick Guide available by request
Summary: We have updated the eOriginal Quick Guide to include new Destruction/Redraw and Upload workflows. This guide is available by request; reach out to your Professional Services contact.
Note: The Upload functionaility is not currently supported; as a result, the Txn/EOriginalUploadType transaction indicator should not be submitted at this time in your request. Including this transaction indicator in your request will result in a transaction failure. However, it will be supported in a near-future release.
Implementation Notes: This feature is available in the June release of Hosted Expere / Expere Document Services.
eNote destruction process added
  • Type: Feature
  • Reference: PBI 560985
  • Compliance Impacts: This item is not a compliance or regulatory issue.
  • Documentation Impacts: eOriginal Quick Guide available by request
Summary: We continue to expand our eOriginal integration to support additional use cases and workflows. We have recently expanded our workflow to support eNote redraws and destruction.

What is eNote redraw and destruction? After an eNote has been generated, it is determined that a revised version of the eNote is required, or an eNote is no longer applicable. Redraw or Destruction will be executed based on transaction parameters provided in the request. Based on the transaction parameters the eNote will be redrawn, replacing the original eNote previously generated, or the eNote will be removed (destructed), and replaced with a paper note.

Implementation Notes: This feature is available in the June release of Hosted Expere / Expere Document Services.
June
Fillable fields in FooterNotice not applied to subsequent middle pages
  • Type: Defect
  • Reference: PBI 613852
  • Compliance Impacts: This item is not a compliance or regulatory issue.
  • Documentation Impacts: No documentation impact
Issue: It was reported that Initials fields did not appear as fillable fields in pages between the first and last pages of a PDF document. When authored as fillable fields with a MiddlePages attribute in a FooterNotice element, the fillable fields appeared only on the second page of the document; all subsequent pages with the exception of the last page do not display fillable fields in the FooterNotice.
Solution: Fillable fields in FooterNotice are applied to additional middle pages, specifically the Initials fields.


Implementation Notes: This defect correction is available in the 2020 Release Two (2) of the Expere EngineJune release of Hosted Expere / Expere Document Services.
WSDL updated for new NotaryStamp attribute value
Summary: The Expere Document Services WSDL has been updated with new FillableFieldTypeEnum value of NotaryStamp. This new enum value is being added in anticipation of Expere content updates to support eNotary. Adding this value will allow integrators to use the Expere response to determine what field(s) on the document are intended for notary use. Electronic signing partners will then be able to appropriately assign signer roles based on the FillableFieldType.
Technical Notes: The corresponding response file will be available in the July release of Hosted Expere / Expere Document Services.
Implementation Notes: This feature is available in the June release of Hosted Expere / Expere Document Services.
Documentation updated with system requirement information
Summary: We have added a new System Requirements section in the DocViewer User Guide / DocViewer Web Services GuideExpere Document Services Web Services Guide.
Implementation Notes: This enhancement is available in the June release of DocViewerHosted Expere / Expere Document Services.

Expanded May Release

Note: The expanded May release will occur in the CT environment on 5/21 and in production on 5/28.
lifetimeFloorPercent datapoint added
  • Type: Enhancement
  • Reference: PBI 617785
  • Compliance Impacts: This item is not a compliance or regulatory issue.
  • Documentation Impacts: eOriginal Quick Guide available by request
Summary: Our eOriginal integration has been updated to include the floor interest rate datapoint for ARM loans. This is in follow up to eOriginal adding a new lifetimeFloorPercent datapoint to their schema. As a result the floor interest rate for a loan will now be populated on ARM eNotes, generated through eOriginal. Please reference the eO Quick Guide for details on this mapping.
Implementation Notes: This enhancement is available in the May release of Hosted Expere / Expere Document Services.
MaximumLateAmount mapping updated
  • Type: Enhancement
  • Reference: PBI 617784
  • Compliance Impacts: This item is not a compliance or regulatory issue.
  • Documentation Impacts: eOriginal Quick Guide available by request
Summary: During our initial development and subsequent release, we included the MaximumLateAmount for all loan types, even if a value did not exist in the transaction XML. It was determined that including either a "null" or "0" value for MaximumLateAmount was causing transactions to fail in eOriginal. As a result, we have modified functionality so that if MaximumLateAmount contains either a value of "null" or "0" it is not included in the request to eOriginal.
Implementation Notes: This enhancement is available in the May release of Hosted Expere / Expere Document Services.

Expanded May Release

Note: The expanded May release will occur in the CT environment on 5/5 and in production on 5/14.
New data items added to eoCreateTransaction call
  • Type: Feature
  • Reference: PBI 615219
  • Compliance Impacts: This item is not a compliance or regulatory issue.
  • Documentation Impacts: eOriginal Quick Guide available by request
Summary: Our eOriginal integration has been enhanced with the following two transaction mappings.

The <Txn/EOriginalTransactionTypeName> has been added to the Expere Txn Schema as a new data point for collecting the eOriginal Transaction Type. The transactionTypeName is a parameter used when creating the transaction in eOriginal. It is a ‘string’ value which is preconfigured within eOriginal. Please work with your eOriginal Implementation Consultant if you are unsure what this value is.

In addition to adding the new data point above, we have updated our mapping for <LoanOriginationId>. This data point was already being mapped to the eNote within eOriginal. This has been further enhanced to now set the <LoanOriginationId> as the Loan ID for the eO Transaction within the eOriginal Command Center.

Implementation Notes: This feature is available in the May release of Hosted Expere / Expere Document Services.
maxBytesPerRead updated in web.config files
  • Type: Enhancement
  • Reference: PBI 616466
  • Compliance Impacts: This item is not a compliance or regulatory issue.
  • Documentation Impacts: No documentation impact
Summary: A user reported receiving SOAP errors on select transactions when attempting to generate a package and were receiving a maximum bytes per Read operation message. As a result, we have increased the maxBytesPerRead value to 10000000 in the corresponding EDS and DGS web.config files.
Implementation Notes: This enhancement is available in the May release of Hosted Expere / Expere Document Services.
<PackageDocs> element now appears
  • Type: Enhancement
  • Reference: PBI 616051
  • Compliance Impacts: This item is not a compliance or regulatory issue.
  • Documentation Impacts: No documentation impact
Summary: We received an enhancement request to include the <PackageDocs> element when selecting a subset of documents for a package. Previously, the <PackageDocs> only appeared when using a SELECT and GENERATE call. Users of the GENERATE call will notice that the <PackageDocs> element will now notice the <PackageDocs> element, and its child elements, are included in the Expere response file.
Technical Notes: Sample <PackageDocs> element and child elements in the response file:
"PackageDocs": [
      {
        "DocDescriptor": {
          "DocID": "PKGD.AddendumToLoanApplication-HE",
          "DocType": {
            "Enum": "Dynamic"
          },
          "DocDisplayName": "Addendum to Loan Application",
          "DocRootEntityName": "INS.AddendumToLoanApplication-HE",
          "DocRequiresSignature": false,
          "DocCustomDataItems": [],
          "DocumentClass": null,
          "DocumentTypeDescription": null,
          "NegotiableInstrumentFlag": false,
          "RecordableFlag": false,
          "FormNumber": null
        },
        "DocWorkOrder": null
      },
Implementation Notes: This enhancement is availabie in the May release of Hosted Expere / Expere Document Services.

May

Note: The May release will occur in the CT environment on 4/30 and in production on 5/14.
eoConfigureRoles and eoConfigureSortOrder APi's implemented
  • Type: Feature
  • Reference: PBI 612832
  • Compliance Impacts: This item is not a compliance or regulatory issue.
  • Documentation Impacts: No documentation impact
Summary: We have updated our integration to eOriginal to now call eoConfigureSortOrder and eoConfigureRoles in support of electronically signing the eNote through eOriginal. The eOConfigureSortOrder API is used to sort the document order; if successful, the eOConfigureRoles API is used to determine the document signing party. After both API's are called, users can electronically sign the eNote document through the eOriginal Closing Center.

eoConfigureSortOder and eoConfigureRoles is called for eOriginal transactions when Txn/EOriginalEsignInd = True

Note: There is no WSDL change associated with this new feature.
Implementation Notes: This feature is available in the May release of Hosted Expere / Expere Document Services.
MergedCopyPDF signature behavior enhanced
  • Type: Defect
  • Reference: PBI 607955
  • Compliance Impacts: This item is not a compliance or regulatory issue.
  • Documentation Impacts: No documentation impact
Issue: An issue was reported where requests made with MergedCopyPDF and either eSignaturesAndFillableFieldSupport = True OR WKES eSignature = True, resulted in the PDFs containing regular fillable fields for the signature(s) instead of the expected electronic signature fields.
Solution: This issue has been resolved; when electronic signature fields are requested with MergedCopyPDF as the ancillary output, the resulting PDFs contain the expected electronic signature fields.
Implementation Notes: This defect correction is available in the May release of Hosted Expere / Expere Document Services.
Expere updated to honor of copies in package document (PKGD)
  • Type: Enhancement
  • Reference: PBI 606934
  • Compliance Impacts: This item is not a compliance or regulatory issue.
  • Documentation Impacts: No documentation impact
Summary: Expere now honors the number of copies for a given document when authored in an .REQ file. When working with number of copies in EZ Config Packages and Packets, the number of copies specified within EZ Config Packages and Packets will be honored in addition to the number of copies specified in the .REQ file. For example, a document authored with three copies in the .REQ file and two copies in EZ Config Packages and Packets will result in six copies of the document. The document file names are incremented with (1), (2), (3), etc. to identify multiple copies.
Implementation Notes: This enhancement is available in the April release of Expere Document Services / Hosted ExpereExpere Engine 2020 Release One (1).
Processing enhanced
  • Type: Enhancement
  • Reference: PBI 612138
  • Compliance Impacts: This item is not a compliance or regulatory issue.
  • Documentation Impacts: No documentation impact
Summary: We continually strive to to enhance any processes that impact our customers. For the May release, we have updated our print fulfillment callback method from a single-threaded process to a multi-threaded process. Implementing this change will improve our callback processing time, resulting in customers receiving their print fulfillment status updates more quickly.
Implementation Notes: This enhancement is available in the May release of Hosted Expere / Expere Document Services.
Duplicate documents with inline package issue resolved
  • Type: Defect
  • Reference: PBI 612168
  • Compliance Impacts: This item is not a compliance or regulatory issue.
  • Documentation Impacts: No documentation impact
Issue: A user reported that unwanted duplicate documents were being generated when using a customized inline package document.
Solution: This issue has been resolved; duplicate documents only appear in the package when they have been deliberately specified to generate more than once.
Implementation Notes: This defect correction is available in the May release of Hosted Expere / Expere Document Services.

April

Duplex even number printing issue resolved
  • Type: Defect
  • Reference: PBI 610128
  • Compliance Impacts: This item is not a compliance or regulatory issue.
  • Documentation Impacts: No documentation impact
Issue: It was reported that when using the Duplex ancillary output option with a package that contained a even number page count, an error occurred resulting in no document generation.
Solution: This issue has been resolved; Duplex now functions as expected regardless of even or odd page numbering.
Implementation Notes: This defect correction is available in the April release of Expere Document Services / Hosted Expere.
Special character values supported
  • Type: Enhancement
  • Reference: PBI 429547
  • Compliance Impacts: This item is not a compliance or regulatory issue.
  • Documentation Impacts: No documentation impact
Summary: As part of a dedicated long term effort to support previously-unsupported Unicode characters when generating static documents, we now support the following special characters in this release through the Arial font character map:
Code Description Replacement Value
8239 Narrow no break space Space character (32)
8226 Bullet Black circle (183)
8242 Prime symbol Single quote (39)
8203 Zero width space Character removed
65292 Full width comma Comma (44)
8206 Left-to-right mark Character removed
8208 Hyphen Minus character (45)
750 Modifier Letter Double Apostrophe Double quote (34)
730 Ring Above Degree symbol (176)
Implementation Notes: This enhancement is available in the April release of Expere Document Services / Hosted ExpereExpere Engine 2020 Release One (1).
Barcode printing behavior resolved with URLA document tagline
  • Type: Defect
  • Reference: PBI 607603
  • Compliance Impacts: This item is not a compliance or regulatory issue.
  • Documentation Impacts: No documentation impact
Issue: A user reported an issue where the barcode printed over the document tagline on the and the Uniform Residential Loan Application and Uniform Residential Loan Application - Lender Loan Information document (see example below of barcode partially obscuring the "Page 1 of 2" text). This issue appeared when using a 2D barcode.


Solution: When generating the URLA with a 2D barcode, the barcode no longer prints over the footer information, specifically the document tagline.
Implementation Notes: This defect correction is available in the April release of Expere Document Services / Hosted Expere.
Signature issue resolved in Fannie Mae/Freddie Mac Uniform Residential Loan Application
  • Type: Defect
  • Reference: PBI 589263
  • Compliance Impacts: This item is not a compliance or regulatory issue.
  • Documentation Impacts: No documentation impact
Issue: It was reported that when electronically signing the Fannie Mae/Freddie Mac Uniform Residential Loan Application, the signature was appearing above the X on the form (see example below). The correct behavior should consist of the X appearing to the left of the electronic signature (Borrower's Signature: and Co-Borrower's Signature) and Date fields.


Solution: This issue has been resolved; the X now appears to the left of the electronic signature (Borrower's Signature: and Co-Borrower's Signature) and Date fields in the Fannie Mae/Freddie Mac Uniform Residential Loan Application.
Implementation Notes: This defect correction is available in the April release of Expere Document Services / Hosted Expere2020 Release One (1) of the Expere Engine.
FillableText elements now yield values in response file
  • Type: Enhancement
  • Reference: PBI 604430
  • Compliance Impacts: This item is not a compliance or regulatory issue.
  • Documentation Impacts: No documentation impact
Summary: Previously in PBI 604497, we updated the Expere Document Services WSDL to include four new elements in the <FillableText> data type: <FieldText>, <HorizontalAlignment>, <Underline>, and <MultiLine>. This modification to the WSDL was deployed with our March release. In this PBI, the response file now returns values for these elements:
  • <FieldText> (returns a value if text string is present; if not it will return a "nil" value)
  • <HorizontalAlignment> (values are "left," "center," or "right")
  • <Underline> (either "true" or "false" value)
  • <MultiLine> (either "true" or "false" value)
Technical Notes: The following response file sample displays an updated <FillableText/> element with new parameters (in bold): 
<r:FillableText>
    <r:FieldName>Lender.FullNameStreetCityStateZip_1</r:FieldName>
    <r:ToolTip>Lender.FullNameStreetCityStateZip_1</r:ToolTip>
    <r:Width>203.22</r:Width>
    <r:Height>40.96997</r:Height>
    <r:XCoordinate>39.98</r:XCoordinate>
    <r:YCoordinate>905.7</r:YCoordinate>
    <r:Sequencing>1</r:Sequencing>
    <r:FontName>Courier</r:FontName>
    <r:FontSize>10.0</r:FontSize>
    <r:NumberOfCharacters>0</r:NumberOfCharacters>
    <r:FieldText>Sample Text</r:FieldText>
    <r:HorizontalAlignment>Left</r:HorizontalAlignment>
    <r:Underline>false</r:Underline>
    <r:PageNumber>1</r:PageNumber>
    <r:MultiLine>true</r:MultiLine>
</r:FillableText>
Implementation Notes: This enhancement is available in the April release of Hosted Expere / Expere Document Services.

March Out of Band

Note: We found an issue when signing through an electronic document. We determined that resolving the issue prior to the April release was critical in ensuring that our customers can continue to generate documents without interruption. These changes will be available after the production deployment on 4/10 from 12:00 am to 4:00 am.
Wolters Kluwer E-Sign naming convention updated to sequence numbers
  • Type: Enhancement
  • Reference: PBI 612334
  • Compliance Impacts: This item is not a compliance or regulatory issue.
  • Documentation Impacts: No documentation impact
Summary: In a continued effort to support the new Paycheck Protection Program supported through TSoftPlus offered by the SBA, a new scenario within Wolters Kluwer E-Sign had been identified. Initial fields offered for entry prior to eSignature fields caused a sequencing issue where Wolters Kluwer E-Sign could not apply the initials in the final document. To support this new scenario, Expere was updated to sequence fillable fields throughout the document without repeating the same sequence number and incrementing to ensure proper signing order.
Implementation Notes: This enhancement is available in our February Out of Band release, scheduled for March 9.

March

iText 7 enhancement for use with Duplex ancillary option
  • Type: Enhancement
  • Reference: PBI 592830
  • Compliance Impacts: This item is not a compliance or regulatory issue.
  • Documentation Impacts: No documentation impact
Summary: Previously, Expere utilized iText 5.5; however, we made a determination that we needed to update our technology to optimize our PDF rendering. As a result, we have upgraded Expere to utilize iText 7 when Duplex is applied through the ancillary output options.
Implementation Notes: This enhancement is available in the March release of Hosted Expere / Expere Document Services.
DocDescriptor/DiscreteParty element order updated
  • Type: Enhancement
  • Reference: PBI 604817
  • Compliance Impacts: This item is not a compliance or regulatory issue.
  • Documentation Impacts: Expere Document Services Web Services Guide: DocDescriptor; DiscreteParty
Summary: In order to enhance consistency across our Java and .NET applications, we made the following updates:
  • DocDescriptor: the <LogoSupport/>, <DocumentList/>, and <ESignatureDocument/> elements now appear in this exact order at the bottom of the <DocDescriptor/> data type.
  • DiscreteParty: the <ForeignAddress/> element now appears before <BusinessName/> in the <DiscreteParty/> data type.
Implementation Notes: This enhancement is available in the April release of Expere Document Services / Hosted Expere.
WSDL updated with new FillableText elements
Summary: After determining that some inconsistencies existed regarding fillable text functionality within our Expere products, we have added the following elements to the <FillableText/> data type in the Document Generation ServicesExpere Document Services WSDL:
  • <FieldText>
  • <HorizontalAlignment>
  • <Underline>
  • <MultiLine>
Note: The response file will display these elements and populate values in the April deployment.
Technical Notes: Sample <FillableText/> element with new parameters (in bold): 
<r:FillableText>
    <r:FieldName>Lender.FullNameStreetCityStateZip_1</r:FieldName>
    <r:ToolTip>Lender.FullNameStreetCityStateZip_1</r:ToolTip>
    <r:Width>203.22</r:Width>
    <r:Height>40.96997</r:Height>
    <r:XCoordinate>39.98</r:XCoordinate>
    <r:YCoordinate>905.7</r:YCoordinate>
    <r:Sequencing>1</r:Sequencing>
    <r:FontName>Courier</r:FontName>
    <r:FontSize>10.0</r:FontSize>
    <r:NumberOfCharacters>0</r:NumberOfCharacters>
    <r:FieldText>Sample Text</r:FieldText>
    <r:HorizontalAlignment>Left</r:HorizontalAlignment>
    <r:Underline>false</r:Underline>
    <r:PageNumber>1</r:PageNumber>
    <r:MultiLine>true</r:MultiLine>
</r:FillableText>
Implementation Notes: This enhancement is available in the March release of Expere Document Services / Hosted Expere2020 Release Two (2) of Document Generation Services.
eSignature field enhancement for URLA Continuation Sheet
  • Type: Enhancement
  • Reference: PBI 598270
  • Compliance Impacts: This item is not a compliance or regulatory issue.
  • Documentation Impacts: No documentation impact
Summary: A user reported that the eSignature fields on the second page of the continuation sheet did not allow for any actual eSignatures. Typically in Adobe Acrobat, eSignature fields are highlighted in blue; the screen shot below displays the second page of the continuation page without the presence of eSignature fields for Borrower's Signature, Co-Borrower's Signature as well as the corresponding Date fields.


We have enhanced this functionality; eSignatures are properly created on all signature areas of the URLA continuation sheet.
Implementation Notes: This enhancement is available in the March release of Expere Document Services / Hosted Expere.
Response file enhanced to better handle NumberOfCharacters element
  • Type: Enhancement
  • Reference: PBI 588517
  • Compliance Impacts: This item is not a compliance or regulatory issue.
  • Documentation Impacts: No documentation impact
Summary: It was reported that the NumberOfCharacters element was returning a value of ‘0’ in the Expere Response, when a value was not authored in content. Returning a value of ‘0’ could result in a signing software inappropriately restricting data entry in fillable fields

We have updated our functionality to return a ‘nil’ value for the NumberOfCharacters element in the Expere Response, when one is not authored.

We have updated our response to not include NumberOfCharacters in the response, when a value has not been authored in the content.

Sample reponse before enhancement:

<r:FillableFieldSet>
    <r:FillableText>
        <r:Id>*</r:Id>
        <r:EmailAddress>*</r:EmailAddress>
        <r:FieldName>Field3</r:FieldName>
        <r:ToolTip>Field3</r:ToolTip>
        <r:Width>547.2</r:Width>
        <r:Height>40.0</r:Height>
        <r:XCoordinate>37.0</r:XCoordinate>
        <r:YCoordinate>510.32</r:YCoordinate>
        <r:FontName>ArialMT</r:FontName>
        <r:FontSize>10.0</r:FontSize>
        <r:NumberOfCharacters>0</r:NumberOfCharacters>
        <r:FieldText/>    
        <r:HorizontalAlignment>Left</r:HorizontalAlignment>
        <r:Underline>false</r:Underline>
        <r:PageNumber>1</r:PageNumber>
        <r:MultiLine>true</r:MultiLine>    
    </r:FillableText>
</r:FillableFieldSet>

</r:FillableFieldSet>

We have updated our functionality to enhance thie behavior: if no content is added to either the ToolTip or NumberOfCharacters elements, neither element appears in the response file.

Implementation Notes: This enhancement is available in the 2020 Release Two (2) of Document Generation ServicesMarch release of Expere Document Services / Hosted Expere.
Response now includes all fillable checkboxes with GroupID's
Summary: We have enhanced the functionality concerning the use of GroupID's and fillable checkboxes: the Expere response file now includes all fillable checkboxes that contain GroupID's with their corresponding XY coordinates. Previously, the generated PDF document contained the created radio buttons and the corresponding XY coordinates for the first fillable checkbox of the group.

When fillable checkboxes are authored in the REQ with a GroupID, and the request is for eSignature and Field Support with NonSignatureFieldCoordinatesOnly set to ‘True’:

  • The Radio button grouping is named using the GroupID
  • The response includes ALL radio button options with XY Coordinates for each radio button option, as well as the GroupID.
Technical Notes: Sample Expere response below:
<r:FillableCheckbox>
                  <r:Id>BorrID</r:Id>
                  <r:EmailAddress>test@email.com</r:EmailAddress>
                  <r:FieldName>yes</r:FieldName>
                  <r:ToolTip>yes</r:ToolTip>
                  <r:Checked>true</r:Checked>
                  <r:PageNumber>1</r:PageNumber>
                  <r:XCoordinate>154.29</r:XCoordinate>
                  <r:YCoordinate>661.22</r:YCoordinate>
                  <r:GroupID>Group1</r:GroupID>
                  <r:Mandatory>No</r:Mandatory>
Implementation Notes: This feature is available in the 2020 Release One (1) of the Expere EngineFebruary release of Expere Document Services / Hosted Expere.

February - Out of Band

Note: We found that our ongoing iText upgrades were causing some transactions to fail. We determined that resolving the issue prior to the March release was critical in ensuring that our customers can continue to generate documents without interruption. These changes will be available after the production deployment on 2/25 at 10:00 pm.
Intermittent transaction failures resolved
  • Type: Enhancement
  • Reference: PBI 605233
  • Compliance Impacts: This item is not a compliance or regulatory issue.
  • Documentation Impacts: No documentation impact
Summary: After our update to production on 2/21, internal monitoring discovered that some transactions were periodically failing. It was determined that our ongoing efforts to upgrade iText from 5.5 to 7, and using both versions simultaneously, was the source of these failed transactions.

We have updated Expere to better accommodate utilizing both versions of iText. As a result, until all Expere components using iText are upgraded to version 7, the PDF will indicate an APGL license, but the Wolter Kluwer license still applies.

Implementation Notes: This enhancement is available in our February Out of Band release, scheduled for February 25.

February

OPPSA printing behavior enhanced
  • Type: Defect
  • Reference: PBI 592245
  • Compliance Impacts: This item is not a compliance or regulatory issue.
  • Documentation Impacts: No documentation impact
Issue: A customer reported that when sending an Expere request with multiple accounts, OPPSA data appeared multiple times on the Reg E - Disclosure and Limits and Fees documents when the data should have appeared only once. After internal research, it was determined that an issue existed with the Expere Engine.
Solution: The Expere Engine has been updated so that OPPSA data appears only once unless otherwise specified.
Implementation Notes: This defect correction is available in the January release of Expere Document Services requires a 2020 Release One Expere Engine update. .
"&" symbol now allowed in certain elements
  • Type: Enhancement
  • Reference: PBI 599080
  • Compliance Impacts: This item is not a compliance or regulatory issue.
  • Documentation Impacts: No documentation impact
Summary: A customer reported failed transactions; after internal analysis, it was determined that the "&" character in the Mailing Address 2 line (<MailingAddressStreetAddr2>Test &amp; Business name </MailingAddressStreetAddr2>) was causing this particular transaction to fail.

This behavior has been enhanced. We have updated Expere to escape the "&" when it is submitted in a request; Expere now serializes this special character and returns it in the response file successfully.

Implementation Notes: This enhancement is available in the February release of Expere Document Services / Hosted Expere2020 Release One (1) of the Expere Engine.
Fillable field/checkbox size modified with dynamic documents
  • Type: Enhancement
  • Reference: PBI 595023
  • Compliance Impacts: This item is not a compliance or regulatory issue.
  • Documentation Impacts: No documentation impact
Summary: A customer reported that the size of our fillable checkboxes were smaller than its non-fillable counterpart for dynamic documents; subsequently, issues occurred in their scanning process. After internal assessment, it was determined that Expere was decreasing the size of checkboxes when making them fillable.

As a result, we have enhanced the size of our fillable fields and checkboxes to match those of their non-fillable counterparts.

Implementation Notes: This enhancement is available in the 2020 Release One (1) of the Expere EngineFebruary release of Expere Document Services / Hosted Expere2020 Release Two (2) of Document Generation Services.
iText 7 enhancement for use with ancillary options
  • Type: Enhancement
  • Reference: PBI 588118 / 592823 / 592830
  • Compliance Impacts: This item is not a compliance or regulatory issue.
  • Documentation Impacts: No documentation impact
Summary: Previously, Expere utilized iText 5.5; however, we made a determination that we needed to update our technology to optimize our PDF rendering. As a result, we have upgraded Expere to utilize iText 7 with the following ancillary options:
  • Barcodes
  • Watermarks
  • Duplex
Implementation Notes: This enhancement is available in the 2020 Release One (1) of the Expere EngineFebruary release of Expere Document Services / Hosted Expere.
Additional guidance provided for using mutually exclusive checkboxes and GroupID's
Summary: We have added supplemental guidance on using mutually exclusive checkboxes and GroupID's, consisting of various scenarios and code sample. Please refer to the link above for more information.
Implementation Notes: This enhancement is available in the February deployment of Expere Document Services / Hosted ExpereExpere Engine 2020 Release One (1).

January

Default document margin behavior enhanced for use with barcodes
  • Type: Enhancement
  • Reference: PBI 591870
  • Compliance Impacts: This item is not a compliance or regulatory issue.
  • Documentation Impacts: No documentation impact
Summary: It was reported that when a document (.REQ file) did not contain predefined margins and utilized a barcode in the tagline, the barcode appeared over the tagline information.

As a result, Expere now uses .5 inch default document margins when they have not been authored in the document and when using either barcodes or logos.

Note the following:
  • If all margins have been defined, Expere will honor the defined margins in the document.
  • If some, but not all, margins have been defined, Expere will honor the defined margins and set the remaining margins to .5 inches.
Implementation Notes: This enhancement is available in the 2020 Release One (1) of the Expere EngineJanuary release of Expere Document Services / Hosted Expere.
Document retry behavior enhanced between Expere Document Services and Document Generation Services
  • Type: Enhancement
  • Reference: PBI 589821
  • Compliance Impacts: This item is not a compliance or regulatory issue.
  • Documentation Impacts: No documentation impact
Summary: A customer initially reported that a hosted Expere transaction failed. After performing additional research and investigation, it was determined that a unique timing issue occurred between Expere Document Services (EDS) and our document library/queuing platform, Document Generation Services (DGS). Specifically, EDS requested the documents from DGS but because the documents were not yet saved to the database, no documents were returned. As a result, EDS failed to return the documents in the response to the customer and failed the transaction.

We have updated EDS to implement new retry logic; which will now attempt three retries before failing the EDS response.

Implementation Notes: This enhancement is available in the January release of Hosted Expere / Expere Document Services.