Doc Prep 2016 Change Log

Current New Features, Enhancements, and Defect Corrections - January release

These change log entries are specific to changes made to DocPrep for the November release. The effective date for all products within the scope of this document for this release is November 7th for the UAT environment and November 17th for the Production environment.

Stability and Infrastructure

This release includes a number of stability and infrastructure improvements.

Billing Reports Issue Resolved

Billing reports can now be generated from the MyDocPrep application for any given customer. This issue was resolved in an earlier deployment.

These change log entries are specific to changes made to DocPrep for the October release. The effective date for all products within the scope of this document for this release is October 13th for the UAT environment and November 17th for the Production environment.

Barcode Issue Resolved

Previously, the barcode was rendering incorrectly when generating two of the same document for different parties due to the bookmark functionality in the PDF viewer; for example: the barcode on the Non-Refundable Fee Disclosure (page 31 in the PDF) began with 0014417 instead of 0000NRF as intended.

We have corrected the bookmark functionality and the barcodes are now rendering as expected on all documents throughout a package.

Transaction data flag added

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

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

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.
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. The following image enhancements are being released concurrently with the PROD release. 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.
  • PBI 384943 (DDCI-32305) Added one image: Wolters Kluwer Financial Services received a request from VMP to add VMP210NY and VMP240NY images to match the current model forms for SONYMA.These changes include the addition of the New York State of Opportunity logo.

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.

The following image enhancements are being released concurrently with the PROD release. 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.

  • PBI 377003 (DDCI-32042) Added one image: Wolters Kluwer Financial Services received a request from Virginia Credit Union Logo to add the Virginia Credit Union Logo image on includeImages.xsl .

A total of one (1) image was added.

MyDocPrep Billing Report error resolved
  • Reference: PBI 372160
  • Compliance Impacts: This defect correction is not a compliance or regulatory issue.
  • Documentation: No document impact.
Summary/Issue: Previously, users could not create the MyDocPrep production Billing Report due to the volume of transactions: all of the transaction records were retrieved from the database; as a result, this significantly increased memory usage and caused issues with the export file. This issue has been resolved; users can now successfully create the MyDocPrep production Billing Report by ‘All’ customers or by selecting a ‘Specific’ customer no matter the date or date range.
Priority implemented for loans in processing queue
  • Reference: PBI 376695
  • Compliance Impacts: This enhancement is not a compliance or regulatory issue.
  • Documentation: No document impact.
Summary/Issue: Previously, any loans that transitioned to a LP_DGS_CALLBACK state were taken out of the processing queue to wait for the Document Generation Services callback. After the callback was inititated, these loans were added back to the end of the processing queue. These loans should have maintained a higher priority than newly-submitted loans. DocPrep has established a priority for loans queued for processing. Loans that were submitted then removed from the queue while waiting for the Document Generation Services callback retain their priority when added back to the queue.
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.

The following image enhancements are being released concurrently with the PROD release. 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.

  • PBI 374182 (DDCI-31909) Added one image: Wolters Kluwer Financial Services received a request from Crestar on behalf of SunTrust to print the Crestar Mortgage Logo image on a form in the SunTrust package.

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).
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.
Billing export process with multiple calls
  • Reference: PBI 369077
  • Compliance Impacts: This enhancement is not a compliance or regulatory issue.
  • Documentation: No document impact.
Summary/Issue: Previously, ERP was having an issue accepting the size of the file that DocPrep was sending for month end billing due to the number of records.

The following enhancements have been implemented:

  • The application will make multiple calls to ERP with the billing data, 1 call per Sold To Party
  • Added the ability to resend remaining data if the process fails in the middle of a call
  • DocPrep will update the export dates when ERP sends receipt confirmation
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.

The following image enhancements are being released concurrently with the PROD release. 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.

  • PBI 366180 (DDCI-31678 ) Added one image: Wolters Kluwer Financial Services received a request from FNMA to add a new image to forms VMP1583.
DocPrep Administration updated for use with SDX sendPackageTRID API
  • Reference: PBI 288659
  • Compliance Impacts: This enhancement is not a compliance or regulatory issue.
  • Documentation: DocPrep Administration Guide
Summary/Issue: DocPrep Administration has been updated to allow users to select an SDX TRID transaction through the Enable SDX dropdown on the Information tab of the Broker page. The default value is No. For more information, see the DocPrep Administration Guide.
New API created for use with SDX sendPackageTRID Web Service Method
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 2016.3.1 release.
The effective date for all products within the scope of this document for this release is March 8th for the UAT environment and March 12th for the Production environment.
Logging and locked loans enhanced
  • Reference: PBI 372109
  • Compliance Impacts: This enhancement is not a compliance or regulatory issue.
  • Documentation: No document impact.
Summary/Issue: Previously, DocPrep did not always have a chance to log callbacks from DGS due to timing which caused LP_DGSRENDER_FAILED status on some transactions. The DocPrep log files did not contain enough detailed information to identify the full issue. Callbacks that fell into the timing issue produced the following error: 
LP_DGSRENDER_CALLBACK changed to LP_DGSRENDER_FAILED (15 minutes old)

The following enhancements have been implemented:

  • The DocPrep log file has been enhanced to log exceptions when the callback has been dropped.
  • The DocPrep callback service locks loans and update status appropriately.
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.
Orphaned Data Resolved
  • Reference: PBI 362420
  • Compliance Impacts: This enhancement is not a compliance or regulatory issue.
  • Documentation: No document impact.
Summary/Issue: Previously, if a Loan Program was removed that contained aliases for a Lender, those aliases could not be assigned to another Loan Program until they were manually removed from the database.

This issue has been resolved; the following enhancements have been implemented:

  • The application has been modified to clean up orphaned aliases
  • Users are alerted if an alias is used by another loan program
  • Assign aliases that previously belonged to a deleted loan program.
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.
WKFS