# DocPrep Change Log

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.

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.

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: 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: 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
The effective date for all products within the scope of this document for this release is April 14th for the UAT environment and April 21st for the Production environment.

## Image Changes

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

Summary: 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.

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

## Internal System Improvements

- Reference: PBI 369690
- Compliance Impacts: This defect correction is not a compliance or regulatory issue.
- Documentation: No document impact.

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.

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.

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: 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

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.

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.

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.

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.