DocPrep Change Log

These change log entries are specific to changes made to DocPrep for the 2016.13 release. The effective date for all products within the scope of this document for this release is October 13th for the UAT environment and October 20th for the Production environment.

Barcode Issue Resolved

Reference: 408651
Compliance Impacts: This defect correction is not a compliance or regulatory issue.
Documentation: No document impact.

Previously, the barcode on the Non-Refundable Fee Disclosure (page 31 in the PDF) began with 0014417 instead of 0000NRF as intended.

We have updated the barcode to its intended numerical characters, and it now generates correctly.

Transaction data flag added

Reference: 408226
Compliance Impacts: This enhancement is not a compliance or regulatory issue.
Documentation: No document impact.

Previously when the suppressworkflowprocessor flag was set to "True," the billing data used for invoicing was not saved to the billing table; as a result, those transactions were not assigned an SAP material ID nor description.

We have modified the way we handle the suppressworkflowprocessor flag when set to "True." We have created a new property value, SuppressWorkflowBillingOverride, that designates specific accounts to use "True" with suppressworkflowprocessor. If transactions contain both suppressworkflowprocessor and SuppressWorkflowBillingOverride flags set to "True," the DocPrep workflow is utilized before proceeding to Document Generation Services.

PDF Bookmark behavior enhanced

Reference: PBI 406395
Compliance Impacts: This enhancement is not a compliance or regulatory issue.
Documentation: No documentation impact.

With the recent upgrade to PDF4NET, bookmark expansion and counts were affected due to a method change. This issue has now been resolved; bookmarks expand as expected and the number of counts update correctly.

General Stability Improvements

Reference: PBI 379849
Compliance Impacts: This item is not a compliance or regulatory issue.
Documentation Impacts: No document impact.

We have implemented general system improvements based on an internal enhancement that was implemented. This enhancement improves the way DocPrep handles unused columns from the Loans table. Users can expect no interruption to the DocPrep application.

These change log entries are specific to changes made to DocPrep for the 2016.12 release. The effective date for all products within the scope of this document for this release is September 8th for the UAT environment and September 15th for the Production environment.

General Processing Improvements
Reference: PBI 402674 Compliance Impacts: This item is not a compliance or regulatory issue. Documentation Impacts: No documentation impact
Summary/Issue: We have implemented general improvements based on processing enhancements that were implemented. This enhancement improves the way DocPrep separates Document Generation Services processing from DocEngine processing. Users can expect no interruption to the DocPrep application.

Server name now appears in transaction details
Reference: PBI 370306 Compliance Impacts: This item is/is not a compliance or regulatory issue. Documentation Impacts: No documentation impact
Summary/Issue: The DocPrep Support Tool now displays the server name in the last event of the transaction details for a specific transaction. This allows users to identify the server experiencing issue or outages for escalation to the ASM group. See the following example below: Incident: INC0033030 (CREATED): [SEV: 2 - Urgent] DocPrep/PROD Description: At 11:19AM CDT the BP01 server was deemed to still be failing loans and was removed from the active pool of LP tier servers.

Server name now appears in transaction details

Reference: PBI 370306
Compliance Impacts: This item is/is not a compliance or regulatory issue.
Documentation Impacts: No documentation impact

Summary/Issue: The DocPrep Support Tool now displays the server name in the last event of the transaction details for a specific transaction. This allows users to identify the server experiencing issue or outages for escalation to the ASM group. See the following example below:

Incident: INC0033030 (CREATED): [SEV: 2 - Urgent] DocPrep/PROD
Description: At 11:19AM CDT the BP01 server was deemed to still be failing loans and was removed from the active pool of LP tier servers.

General Stability Improvements
Reference: PBI 396638 Compliance Impacts: This defect correction is not a compliance or regulatory issue. Documentation: No document impact.
Summary/Issue: We have implemented general system improvements based on an internal enhancment that was implemented. This enhancement improves the way DocPrep creates filenames. Users can expect no interruption to the DocPrep application.

These change log entries are specific to changes made to DocPrep for the 2016.11 release. The effective date for all products within the scope of this document for this release is August 11th for the UAT environment and August 18th for the Production environment.

TRID documents now support Issue Date Acroform field
Reference: PBI 395691 Compliance Impacts: This enhancement is a compliance or regulatory issue. Documentation: No document impact.
Summary/Issue: TRID documents from Expere Document Generation Services now support Acroform fields including "Issue Date."

These change log entries are specific to changes made to DocPrep for the 2016.10 release. The effective date for all products within the scope of this document for this release is July 14th for the UAT environment and July 21st for the Production environment.

General System Improvements
Reference: PBI 389327 Compliance Impacts: This enhancement is not a compliance or regulatory issue. Documentation: No document impact.
Summary/Issue: We have implemented general system improvements based on an internal enhancment that was implemented. This enhancement includes additional logging to improve troubleshooting. Users can expect no interruption to the DocPrep application.

These change log entries are specific to changes made to DocPrep for the 2016.8 release. The effective date for all products within the scope of this document for this release is June 9th for the UAT environment and June 16th for the Production environment.

Image Changes
Issue: Logos/images supported on documents Reference: PBI 384943 Compliance Impacts: This enhancement is not a compliance or regulatory issue.
Summary/Issue: This enhancement allows DocPrep customers to have personalized logos or images placed within their documents, for personalizing the documents to their institution. These enhancements are exclusive to image updates (glyph files) representing logo images or visual indicators (arrows, text shading) requested to support branding and other design requirements. Added one image: Wolters Kluwer Financial Services received a request from an institution to add two images to match the current model forms. A total of two (2) images were added.

Image Changes

Issue: Logos/images supported on documents
Reference: PBI 384943
Compliance Impacts: This enhancement is not a compliance or regulatory issue.

Summary/Issue: This enhancement allows DocPrep customers to have personalized logos or images placed within their documents, for personalizing the documents to their institution. These enhancements are exclusive to image updates (glyph files) representing logo images or visual indicators (arrows, text shading) requested to support branding and other design requirements.

Added one image: Wolters Kluwer Financial Services received a request from an institution to add two images to match the current model forms.

A total of two (2) images were added.

These change log entries are specific to changes made to DocPrep for the 2016.7 release. The effective date for all products within the scope of this document for this release is May 12th for the UAT environment and May 19th for the Production environment.

Image Changes
Issue: Logos/images supported on documents Reference: PBI 377003 Compliance Impacts: This enhancement is not a compliance or regulatory issue.
Summary/Issue:This enhancement allows DocPrep customers to have personalized logos or images placed within their documents, for personalizing the documents to their institution. These enhancements are exclusive to image updates (glyph files) representing logo images or visual indicators (arrows, text shading) requested to support branding and other design requirements. Added one image: Wolters Kluwer Financial Services received a request from an institution to add an image. A total of one (1) image was added.

Image Changes

Issue: Logos/images supported on documents
Reference: PBI 377003
Compliance Impacts: This enhancement is not a compliance or regulatory issue.

Summary/Issue:This enhancement allows DocPrep customers to have personalized logos or images placed within their documents, for personalizing the documents to their institution.

These enhancements are exclusive to image updates (glyph files) representing logo images or visual indicators (arrows, text shading) requested to support branding and other design requirements.

Added one image: Wolters Kluwer Financial Services received a request from an institution to add an image.

A total of one (1) image was added.

These change log entries are specific to changes made to DocPrep for the 2016.5 release

Image Changes
Issue: Logos/images supported on documents. Reference: PBI 374182 Compliance Impacts: This is a compliance or regulatory issue.
Summary/Issue: This enhancement allows DocPrep customers to have personalized logos or images placed within their documents, for personalizing the documents to their institution. These enhancements are exclusive to image updates (glyph files) representing logo images or visual indicators (arrows, text shading) requested to support branding and other design requirements. Added one image: Wolters Kluwer Financial Services received a request from an institution to print an image. A total of one (1) image was requested and now supported.

Image Changes

Issue: Logos/images supported on documents.
Reference: PBI 374182
Compliance Impacts: This is a compliance or regulatory issue.

Summary/Issue: This enhancement allows DocPrep customers to have personalized logos or images placed within their documents, for personalizing the documents to their institution.

These enhancements are exclusive to image updates (glyph files) representing logo images or visual indicators (arrows, text shading) requested to support branding and other design requirements.

Added one image: Wolters Kluwer Financial Services received a request from an institution to print an image.

A total of one (1) image was requested and now supported.

Error message handling enhanced
Reference: PBI 376597 Compliance Impacts: This enhancement is not a compliance or regulatory issue. Documentation: No document impact.
Summary/Issue: It was previously reported that DocPrep would not provide enough information when a transaction did not process completely, or when an error in the system prevented transactions from processing. DocPrep has been enhanced to provide better messaging when TRIDs are involved, including the following: When transaction do not produce TRID documents Internal system errors occur Incorrect content information is provided
Technical Notes/Solution:
Implementation Notes: This feature requires a XXXXX update.

Internal System Improvements
Reference: PBI 369690 Compliance Impacts: This defect correction is not a compliance or regulatory issue. Documentation: No document impact.
Summary/Issue: We have improved the system's ability to recover after communication failures. This will help prevent loans from becoming locked when a communication failure occurs.

SDX TRID Enhancement
Reference: PBI 373961 Compliance Impacts: This enhancement is a compliance or regulatory issue. Documentation: See DocPrep sendPackage TRID API Overview/Complex Type: TRID.
Summary/Issue: Previously if the Absolute Expiry DateTime field was left blank, SDX could not calculate the expiry date used in the TILA/RESPA Package Details section. As a result, no mailing was sent to the recipient. DocPrep was modified to send a null value if AbsoluteExpiryDateTime was blank or missing. SDX then calculates the Absolute Expiry DateTime value based off the application date. This results in SDX sending a follow up mailing after the TRID timing configuration was engaged (for example: two days).

SDX TRID Enhancement

Reference: PBI 373961
Compliance Impacts: This enhancement is a compliance or regulatory issue.
Documentation: See DocPrep sendPackage TRID API Overview/Complex Type: TRID.

Summary/Issue: Previously if the Absolute Expiry DateTime field was left blank, SDX could not calculate the expiry date used in the TILA/RESPA Package Details section. As a result, no mailing was sent to the recipient.

DocPrep was modified to send a null value if AbsoluteExpiryDateTime was blank or missing. SDX then calculates the Absolute Expiry DateTime value based off the application date. This results in SDX sending a follow up mailing after the TRID timing configuration was engaged (for example: two days).

sendPackageTRID Integration Guide enhanced - Package Types
Reference: PBI 372949 Compliance Impacts: This enhancement is not a compliance or regulatory issue. Documentation: DocPrep sendPackageTRID Integration Guide.
Summary/Issue: The DocPrep sendPackageTRID Integration Guide has been updated to include the following Package Types: Loan Estimate Initial Loan Estimate, consisting of No Waiver and Waiver. Revised Loan Estimate, consisting of Rate Lock; No Rate Lock, Waiver; No Rate Lock, No Waiver; Technical Correction. Closing Disclosure Initial Closing Disclosure Revised Closing Disclosure, consisting of Technical Correction and Post Consummation. Miscellaneous

sendPackageTRID Integration Guide enhanced - Package Types

Reference: PBI 372949
Compliance Impacts: This enhancement is not a compliance or regulatory issue.
Documentation: DocPrep sendPackageTRID Integration Guide.

Summary/Issue: The DocPrep sendPackageTRID Integration Guide has been updated to include the following Package Types:

Loan Estimate
- Initial Loan Estimate, consisting of No Waiver and Waiver.
- Revised Loan Estimate, consisting of Rate Lock; No Rate Lock, Waiver; No Rate Lock, No Waiver; Technical Correction.
Closing Disclosure
- Initial Closing Disclosure
- Revised Closing Disclosure, consisting of Technical Correction and Post Consummation.
Miscellaneous

These change log entries are specific to changes made to DocPrep for the 2016.4 release.

The effective date for all products within the scope of this document for this release is March 10th for the UAT environment and March 17th for the Production environment.

Image Changes
Issue: Logos/images supported on documents. Reference: PBI 366180 Compliance Impacts: This enhancement is not a compliance or regulatory issue.
Summary/Issue: This enhancement allows DocPrep customers to have personalized logos or images placed within their documents, for personalizing the documents to their institution. These enhancements are exclusive to image updates (glyph files) representing logo images or visual indicators (arrows, text shading) requested to support branding and other design requirements. Added one image: Wolters Kluwer Financial Services received a request from an institution to add a new image.

Image Changes

Issue: Logos/images supported on documents.
Reference: PBI 366180
Compliance Impacts: This enhancement is not a compliance or regulatory issue.

Summary/Issue: This enhancement allows DocPrep customers to have personalized logos or images placed within their documents, for personalizing the documents to their institution.

These enhancements are exclusive to image updates (glyph files) representing logo images or visual indicators (arrows, text shading) requested to support branding and other design requirements.

Added one image: Wolters Kluwer Financial Services received a request from an institution to add a new image.

New API created for use with SDX sendPackageTRID Web Service Method
Reference: PBI 366953 Compliance Impacts: This new feature is not a compliance or regulatory issue. Documentation: DocPrep sendPackageTRID Integration Guide
Summary/Issue: A new DocPrep sendPackageTRID web service method has been implemented for use with SDX; this new method is TRID-compliant. Users can now submit TRID packages to SDX, which will calculate the expiration date/time. Note: The sendPackageEx3 web service method will continue to be supported. See DocPrep sendPackageTRID Integration Guide above for detailed integration information.

These change log entries are specific to changes made to DocPrep for the 2016.3 release.

The effective date for all products within the scope of this document for this release is February 4th for the UAT environment and March 1 for the Production environment.

Transaction Issues Addressed
Reference: PBI 364436 Compliance Impacts: This defect is not a compliance or regulatory issue Documentation: No document impact.
Summary/Issue: Loan transactions failed during UAT testing when forms exceeded 25 pages and utilized barcodes. The form programming was revised to correctly map the barcode to the appropriate pagination requirements of the form based on the number of totals pages generated in the print output (which is derived, in part, by the number of borrowers identified on the loan). The result is that transactions containing a barcode, and exceeding 25 pages on the print output successfully process.

Transaction Issues Addressed

Reference: PBI 364436
Compliance Impacts: This defect is not a compliance or regulatory issue
Documentation: No document impact.

Summary/Issue: Loan transactions failed during UAT testing when forms exceeded 25 pages and utilized barcodes.

The form programming was revised to correctly map the barcode to the appropriate pagination requirements of the form based on the number of totals pages generated in the print output (which is derived, in part, by the number of borrowers identified on the loan). The result is that transactions containing a barcode, and exceeding 25 pages on the print output successfully process.

MyDocPrep: Billing Report enhanced
Reference: PBI 357915 Compliance Impacts: This defect is not a compliance or regulatory issue Documentation: No document impact.
Summary/Issue: Previously, the MyDocPrep Billing Report would not return the reports for a full month. This issue occurred when the monthly report contained a large amount of transactions. This issue has been resolved; the MyDocPrep Biling Report now returns monthly reports containing over 250,000 transactions.

DocPrep Workflow Processer enhanced
Reference: PBI 351154 Compliance Impacts: This defect is not a compliance or regulatory issue. Documentation: No document impact.
Summary/Issue: When the DocPrep database appeared to be overworked, timeouts occurred when calling GetNextLoansEx and GetActiveLoans stored procedures. When this exception was encountered, it immediately called the database again. This increased the total number of active processes within the database.This issue has been resolved in the 2016.3 release.