Document Generation Services Change Log Entries

MayThe effective date for all products within the scope of this document for this release is May 9 for the CT environment and May 18 for the Production environment.

Note: There were no external-facing changes for this release.

AprilThe effective date for all products within the scope of this document for this release is April 13 for the CT environment and April 20 for the Production environment.

Logging levels updated
  • Type: Enhancement
  • Reference: PBI 434757
  • 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.

MarchThe effective date for all products within the scope of this document for this release is March 9 for the CT environment and March 16 for the Production environment.

Implementation Strategies section added to webhelp
  • Type: Enhancement
  • Reference: PBI 431695
  • Compliance Impacts: This item is not a compliance or regulatory issue.
  • Documentation Impacts: Implementation Strategies
Summary: To better enhance our users' webhelp experience, we have organized existing Ancillary Outputs (Post-Processing), RequestUCD flag - PDF/A, and MergeTRIDDocs flag - PDF help content into a new Implementation Strategies section.
Implementation Notes: No user action is required.

FebruaryThe effective date for all products within the scope of this document for this release is February 9 for the CT environment and February 16 for the Production environment.

Document/transaction expiration behavior modified
Summary: Users can now identify the number of days to retain transaction data and documents on a transaction by transaction basis or at an Account level; when the default (7 days) does not meet their needs.
Implementation Notes: We have repurposed the <DaysToPersistInLongTermStorage/> element in the SelectAndGenerateRequest and GenerateRequest API methods to support setting a number of days to retain if something other than the default is desired.
Note: If interested in this functionality please contact your Professional Services representatives.
Ability to merge closing disclosures with addendum
  • Type: New Feature
  • Reference: PBI 419537
  • Compliance Impacts: This new feature is not a compliance or regulatory issue.
  • Documentation Impacts: MergeTRIDDocs flag - PDF.
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 a Select and Generate or Generate 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.