# Expere Engine and Tools Change Log Entries

Expere Engine Release: 2017.1External release date is TBD. Expere Engine build number is: 2017.1.0.4369

Expere now updated to support latest versions of Microsoft Windows and SQL
Type: Enhancement Reference: PBI 451614 Compliance Impacts: This item is not a compliance or regulatory issue. Documentation Impacts: Expere System Requirements guide: Windows Environment Software Requirements
Summary: The Expere Engine has been tested to validate that it functions properly with Windows Server 2016 and SQL 2016.
Implementation Notes: This feature requires a 2017.1 Expere Engine update. For more information, consult the Expere System Requirements guide: Windows Environment Software Requirements.

Package functionality added to Select, SelectAndGenerate, and Generate API's
Type: Enhancement Reference: PBI 444150 Compliance Impacts: This item is not a compliance or regulatory issue. Documentation Impacts: SelectRequest, SelectAndGenerateRequest; GenerateRequest; InlinePackage.
Summary: We have enhanced the `Select`, `SelectAndGenerate`, and `Generate` API's to accept custom packages through a new `<InlinePackage/>` parameter within each of these API's. This allows users to create or modify one or multiple custom packages for a particular line of business or precedence unit by selecting documents from one or more package or autoselection rules.
Implementation Notes: Consider the following: This enhancement requires picking up the Expere Engine 2017.1 release. Users must select one of the following: PackageID LOBPhase InlinePackage See SelectRequest, SelectAndGenerateRequest; GenerateRequest; InlinePackage for more information.

eSignature Field Order enhancement
Type: Enhancement Reference: PBI 444854 Compliance Impacts: This item is not a compliance or regulatory issue. Documentation Impacts: No documentation impact
Summary: We modified the method for applying enumerated values to the `<eSignature/>` fields so that the sequencing method always assigns the highest value in the sequence of each signer to their respective `<Type>Signature</Type>` fields, hence making the Signature field the last field in the order.
Technical Notes: Here is an example response:
    -<r:SignaturePointSet>
      -<r:Signer>
        <r:Id>null</r:Id>
        <r:SignerEmail>firstlast@test.com</r:SignerEmail>
        <r:Description>null</r:Description>
        -<r:SignaturePoints>
          -<r:SignaturePoint>
            <r:IncludeDate>true</r:IncludeDate>
            <r:PageNumber>1</r:PageNumber>
            <r:PageOrder>null</r:PageOrder>
            <r:Height>36.0</r:Height>
            <r:Width>198.0</r:Width>
            <r:SignatureText>null</r:SignatureText>
            <r:XCoordinate>36.0</r:XCoordinate>
            <r:YCoordinate>566.84</r:YCoordinate>
            <r:Type>Signature</r:Type>
            <r:FieldName>WKES_Signaturefirstlast@test.com_2</r:FieldName>
            <r:Sequencing>2</r:Sequencing>
          </r:SignaturePoint>
          -<r:SignaturePoint>
            <r:IncludeDate>false</r:IncludeDate>
            <r:PageNumber>1</r:PageNumber>
            <r:PageOrder>null</r:PageOrder>
            <r:Height>36.0</r:Height>
            <r:Width>50.0</r:Width>
            <r:SignatureText>null</r:SignatureText>
            <r:XCoordinate>238.0</r:XCoordinate>
            <r:YCoordinate>566.84</r:YCoordinate>
            <r:Type>Date</r:Type>
            <r:FieldName>WKES_Datefirstlast@test.com_1</r:FieldName>
            <r:Sequencing>1</r:Sequencing>
          </r:SignaturePoint>
        </r:SignaturePoints>
      </r:Signer>
      -<r:Signer>
        <r:Id>null</r:Id>
        <r:SignerEmail>_first_last@test.com</r:SignerEmail>
        <r:Description>null</r:Description>
        -<r:SignaturePoints>
          -<r:SignaturePoint>
            <r:IncludeDate>true</r:IncludeDate>
            <r:PageNumber>1</r:PageNumber>
            <r:PageOrder>null</r:PageOrder>
            <r:Height>36.0</r:Height>
            <r:Width>198.0</r:Width>
            <r:SignatureText>null</r:SignatureText>
            <r:XCoordinate>309.6</r:XCoordinate>
            <r:YCoordinate>566.84</r:YCoordinate>
            <r:Type>Signature</r:Type>
            <r:FieldName>WKES_Signature_first_last@test.com_2</r:FieldName>
            <r:Sequencing>2</r:Sequencing>
          </r:SignaturePoint>
          -<r:SignaturePoint>
            <r:IncludeDate>false</r:IncludeDate>
            <r:PageNumber>1</r:PageNumber>
            <r:PageOrder>null</r:PageOrder>
            <r:Height>36.0</r:Height>
            <r:Width>49.99997</r:Width>
            <r:SignatureText>null</r:SignatureText>
            <r:XCoordinate>511.6</r:XCoordinate>
            <r:YCoordinate>566.84</r:YCoordinate>
            <r:Type>Date</r:Type>
            <r:FieldName>WKES_Date__first_last@test.com_1</r:FieldName>
            <r:Sequencing>1</r:Sequencing>
          </r:SignaturePoint>
        </r:SignaturePoints>
      </r:Signer>
    </r:SignaturePointSet>
Implementation Notes: This enhancement requires picking up the Expere Engine 2017.1 release. and setting the `<eSignatureWKES/>` option to "true."

WKES Sign Date Naming Convention
Type: Enhancement Reference: PBI 442435 Compliance Impacts: This item iis not a compliance or regulatory issue. Documentation Impacts: No documentation impact
Summary: The WKES Sign Date fillable field naming convention has been updated from WKES_date to WKES_signdate.
Implementation Notes:No user action is required.

eSignature Enhancements
Type: Defect Reference: PBI 440808 Compliance Impacts: This item is not a compliance or regulatory issue. Documentation Impacts: No documentation impact
Issue: We have updated the field name elements for the eSignature and eSignatureDate within the PDF and ExpereResponse file as part of the SignaturePointSet element. The eSignature field name has been updated to no longer include the borrower name, additionally, the eSignatureDate field name for Static content has been updated to be consistent with Dynamic content.
Solution: The specific changes to the eSignature and eSignatureDate field names are captured below. Before: eSignature Field Name: SIG_Borrower_1_1_true_1_BobbyBorrower_BW1Name.eSig eSignatureDate Field Name: BW1Name.eSig.eSigDate After: eSignature Field Name: SIG_Borrower-1_1_true_1_BW1Name.eSig eSignatureDate Field Name: SIG_Borrower_1_1_true_1_BW1Name.eSig.eSigDate
Implementation Notes:No user action is required.

EnableEsignatureManifest Added to BSI.Properties
Type: Enhancement Reference: PBI 440811 Compliance Impacts: This item is not a compliance or regulatory issue. Documentation Impacts: No documentation impact
Summary: As a means to enable or disable the esignature manifest file we have added a flag, EnableEsignatureManifest, to BSI.Properties. With the default of FALSE, Expere does not look for the esigmanifest file as part of the content. When set to TRUE, the esigmanifest file is expected to be in the content repository.
Implementation Notes:No user action is required.

Version Number Added to Schemas
Type: Enhancement Reference: PBI 442215 Compliance Impacts: This item is not a compliance or regulatory issue. Documentation Impacts: No external-facing tools user documentation; all Expere request and response schemas.
Summary: We have included a version number in all Expere request and response schemas, such as `ApiTypes.xsd` and `PackageAndDocSet.xsd`; this will help users identify the version of schema with which they are working. Note: The schema version number is synonymous with the Expere Engine version number.
Technical notes: A sample version number resembles the following (see version= below):
    <xs:schema
    xmlns="http://schemas.bankerssystems.com/2004/ExpereAPI/ExpereIEServices"
    xmlns:xs="http://www.w3.org/2001/XMLSchema"
    targetNamespace="http://schemas.bankerssystems.com/2004/ExpereAPI/ExpereIEServices"
    elementFormDefault="qualified" attributeFormDefault="unqualified"
    version="17.1.0.4255">
Implementation Notes: No user action is required.

New ApplyPoliciesAndReturnTransaction API introduced
Type: New Feature Reference: PBI 432140 Compliance Impacts: This item is not a compliance or regulatory issue. Documentation Impacts: ApplyPoliciesAndReturnTransaction
Summary: The `ApplyPoliciesAndReturnTransaction` API has been implemented to update the provided transaction with the provided Product information. This allows users to pass the updated returned transaction (which includes the Product information) into our DocViewer application, as well as the ability to use `Select`, `SelectAndGenerate`, or `Generate` API's to generate documents with product data.
Implementation Notes: See ApplyPoliciesAndReturnTransaction for detailed information on using this new API.

Ancillary Barcodes Not Rendering on Dynamic Documents
Type: Defect Reference: PBI 443195 Compliance Impacts: This item is not not a compliance or regulatory issue. Documentation Impacts: No documentation impact
Issue: Ancillary barcodes contained in a request would not render on dynamic documents.
Solution: This did not impact static documents. This has been repaired so requests with ancillary barcodes will render as expected on dynamic documents.
Implementation Notes: No user action is required.

Expere Engine: Pinyon Script added to JetFonts.xml
Type: Enhancement Reference: PBI 437588 Compliance Impacts: This item is not a compliance or regulatory issue. Documentation Impacts: No documentation impact
Summary: We have added Pinyon Font to the `jetfonts.xml` file within our Expere Engine. This will allow users to generate a static document with a script font.
Implementation Notes: No user action is required.

Text string area message enhanced
Type: Enhancement Reference: PBI 406465 Compliance Impacts: This item is not a compliance or regulatory issue. Documentation Impacts: No documentation impact
Summary: Previously if a `<Text/>` element's text string contained more characters than what was allowed, an error message was logged. We have updated the logging level for this message to be WARN instead of ERROR.
Implementation Notes: No user action is required.

Logging levels updated
Type: Enhancement Reference: PBI 432256 Compliance Impacts: This item is not a compliance or regulatory issue. Documentation Impacts: No documentation impact
Summary: Previously, all exceptions that appeared in our log files were reported as errors. This did not reflect the nature nor severity of the exception being logged.
Technical Notes: We have modified our level of logging to consist of the following: Fatal: major system outage or SQL exception Error: system error that does not set off an alert; retries; ongoing system issue Warning: transactions with invalid GUID format, permissions issues, invalid characters being passed in, invalid transaction xml, etc
Implementation Notes: No user action is required.

Upgrade action required to stabilize performance
Type: Enhancement Reference: PBI 426337 Compliance Impacts: This item is not a compliance or regulatory issue. Documentation Impacts: No documentation impact.
Summary: It was discovered that a cache issue had impacted Expere file system performance. As a result, we are advising users to reset the six individual Expere caches as part of the latest Document Generation Services release.
Implementation Notes: Users need to open the Expere Cache Manager to reset the following caches: ContentCompiledObject FontCache FontConfigCache ContentRepository Javascript Image

Fillable Fields now support XML special characters
Type: Enhancement Reference: PBI 429006 Compliance Impacts: This item is not a compliance or regulatory issue. Documentation Impacts: No documentation impact
Issue: Users reported an issue when sending a transaction data value containing a special character in a pre-populated fillable text field. As a result, the document would not assemble due to the special character.
Summary: Fillable fields and Signature Point Set's now support XML special characters (as long as they are escaped) and render the PDF and the XML response file properly. The list of XML 1.0 special characters consist of the following: quot: " amp: & apos: ' lt: < gt: >
Implementation Notes: No user action is required.

`<SaveInDatabase/>` behavior modified
Type: Defect Correction Reference: PBI 423040 Compliance Impacts: This item is not a compliance or regulatory issue. Documentation Impacts: No documentation impact
Summary: We have enhanced the `<SaveInDatabase/>` element behavior for Select API calls.
Technical Notes: We have changed the default value from "true" to "false" for the `<SaveInDatabase/>` element in Select API calls. With this change, Select requests by default are no longer saved in the database.
Implementation Notes: Users should change the `<SaveInDatabase/>` element value to "true" to save Select requests in the database.

eSequence fields behavior enhanced
Type: Enhancement Reference: PBI 424154 Compliance Impacts: This item is not a compliance or regulatory issue. Documentation Impacts: Expere Developer Guide: Sequencing
Summary: We have enhanced the behavior of sequencing fillable fields and signature points, to ensure that sequencing is implemented when the PDF is being merged or if the XML contains duplicate Names.
Implementation Notes: A combination of the `<WKES/>` element `<MergePDF/>` element settings determine sequencing behavior. The Expere Developer Guide: Sequencing contains extensive details on this enhanced sequencing behavior.

Expere Engine: ability to merge closing disclosures with addendum
Type: Enhancement Reference: PBI 416499 Compliance Impacts: This enhancement is not a compliance or regulatory issue. Documentation: MergeTRIDDocs flag - PDF - Expere Developer Guide
Summary: We have implemented a new `<MergeTRIDDocs/>` element that allows users to merge the following TRID documents through the request file: ClosingDisclosure ClosingDisclosureAddendum ClosingDisclosure-SellerOnly ClosingDisclosure-SellerOnly-Addendum
Technical Notes: With this enhancement, if the `<MergeTRIDDocs/>` flag is set to "true" in the Expere request, the addendums above are merged with the associcated closing disclosure into a single standard PDF file. As a result, the closing disclosure, merged with the addendum, is returned in the response with the normal closing disclosure instance name and the addendum instance is removed from the response.
Implementation Notes: For more information, see MergeTRIDDocs flag - PDF in the Expere Developer Guide

Caching database organizations configurable
Type: Enhancement Reference: PBI 423298 Compliance Impacts: This enhancement is not a compliance or regulatory issue. Documentation: Important: This enhancement impacts those users who utilize OPPSA organizations.
Summary: Previously, all organizations were cached together, including OPPSA organization. This presented an issue when multiple Expere instances were used, including the hosted OPPSA application. Expere cleared the `AllOrganizationsList` object from the database whenever OPPSA changed, but this was insufficient.
Technical Notes: We have implemented an enhancement to our database caching capabilities: `com.bankerssystems.database.organization.caching` was added to the `bsi.properties` file.
    ## When set to false the organization structure from the database, which includes the OPPSA organizations won't be cached.
    ## Set this to false if there will be more than one Expere server in an OPPSA environment
    ## The default is true if this key isn't found
    com.bankerssystems.database.organization.caching=true
Implementation Notes: By default the value is set to "true" but should be set to "false" when Expere installed with Document Generation Services. Users can modify the `<ENABLE_ORGANIZATION_CACHE/>` element within the transform.xml file. See Appendix: Sample Transforms.xml file for more information.

Expere Engine: Ability to produce merged disclosures for either PDF or PDF/A documents
Type: Enhancement Reference: PBI 416499 / 420185 / 421946 / 427156 Compliance Impacts: This enhancement is a compliance or regulatory issue. Documentation: RequestUCD flag - PDF/A - Expere Developer Guide
Summary: Previously in PBI 416188, we enhanced Expere to support the following documents in PDF/A format: ClosingDisclosure ClosingDisclosureAddendum ClosingDisclosure-SellerOnly ClosingDisclosure-SellerOnly-Addendum
Technical Notes: The request file contains a new `<RequestUCD/>` element that, when set to "True," produces the documents below in a PDF/A format, and if the addendum is produced, merges it with its respective closing disclosure. The merged document is returned in the response as the closing disclosure instance and the addendum instance is removed. If not setting the flag, documents are produced using the standard PDF format and the documents are not merged.
Implementation Notes: For more information, see RequestUCD flag - PDF/A in the Expere Developer Guide.

PDF Merge enhanced to include SignaturePointSet
Type: Enhancement Reference: PBI 421260 Compliance Impacts: This enhancement is not a compliance or regulatory issue. Documentation: No document impact.
Summary: We recently included support for PDF Merge functionality with Expere whereby a `</SignaturePointSet>` element is now returned in the response when at least one document has fields and PdfMerge is requested.
Implementation Notes: No user action is required.

PDF/a now available in Expere
Type: New Feature Reference: PBI 416188 Compliance Impacts: This new feature is not a compliance or regulatory issue. Documentation: Expere Developer Guide - PDF/A
Summary: Expere users can now produce the following documents in PDF/A format: ClosingDisclosure ClosingDisclosureAddendum ClosingDisclosure-SellerOnly ClosingDisclosure-SellerOnly-Addendum
Technical Notes: The request file now contains a new `<RequestUCD/>` element that, when set to "True," produces the documents above. If not setting the flag, documents are produced using the standard PDF format.
Implementation Notes: What is PDF/A format? It is an ISO 19005 compliance PDF file used for archiving and long-term preservation of electronic documents. For more information, see the following: ISO 19005-1:2005 ISO 19005:2:2011 ISO 19005:3:2012

BSI.properties file updated to include new eSignature PDF Merge flag in Expere installer
Type: Enhancement Reference: PBI 422704 Compliance Impacts: This enhancement is not a compliance or regulatory issue. Documentation: No document impact.
Summary: We have updated the `BSI.properties` file for the Expere Wildfly installer to include the following lines:
    ## Indicates whether the ESignatures and MergePDF output is enabled
    com.bankerssystems.expere.model.ESigPdfMerge=true
This enables eSignature and PDF Merge functionality for Expere.
Implementation Notes: No user action is required.

Fillable field checkboxes behavior enhanced for all documents
Type: Enhancement Reference: PBI 420627 Compliance Impacts: This enhancement is not a compliance or regulatory issue. Documentation: No document impact.
Summary: In a previous release, we implemented enhancements that return XY coordinates for all fillable fields (Expere Engine: continued enhancement of eSignatureAndFieldSupport and SignaturePointSet elements; Expere Engine: SignaturePointSet and eSignatureAndFieldSupport element changes). In this release, checkboxes associated with fillable fields now appear on all documents even if requesting X/Y coordinates. Note the following guidelines: When X/Y coordinates is "True" in a request, the fillable field checkboxes are rendered on the form but are not fillable checkboxes; the fillable field checkboxes appear on the form as an empty checkbox (with no blue shading). When X/Y coordinates are not requested, fillable field checkboxes are rendered on the form with blue shading designating it is a fillable field and appear as a checked checkbox.
Implementation Notes: For more information, see Using eSignature and Acroform fields.