# Change Log Entries

AugustThe effective date for all products within the scope of this document for this release is August 8 for the CT environment and August 17 for the Production environment.

Callback timeout reduced to 15 seconds
Type: Enhancement Reference: PBI 455882 Compliance Impacts: This item is not a compliance or regulatory issue. Documentation Impacts: DeliveryResponse Overview: Additional information - failed transactions and timeouts
Summary: Callbacks previously timed out after one minute. However, after analysis it was determined that a majority of calls are completed in one to two seconds. Now, any call that exceeds 15 seconds results in the callback being retried and a warning being logged.
Implementation Notes: This enhancement is available in the August release of Expere Document Services.

Passthrough Identifier logging behavior enhanced
Type: Enhancement Reference: PBI 455779 Compliance Impacts: This item is not a compliance or regulatory issue. Documentation Impacts: No documentation impact
Summary: We have modified how we log Passthrough Identifiers in our transactions. Previously, when a Passthrough Identifier ("Passthrough Id") was passed in with no match to an existing record in Expere Document Services we made multiple log entries detailing the same exception, causing a redundant abundance of the same exception. Now, when a Passthrough Identifier does not match any existing record they are no longer logged; however, all transactions containing matching Passthrough Identifiers will continue to be logged.
Implementation Notes: This enhancement is available in the August release of Expere Document Services.

SUPPORT Page: DGS ID and Callback Status column removed
Type: Enhancement Reference: PBI 463283 Compliance Impacts: This item is not a compliance or regulatory issue. Documentation Impacts: SUPPORT Page
Summary: We have removed the DGS ID and Generate / Delivery Callback Status columns from the SUPPORT Page search results table; however, users can still search for transactions by DGS ID and either Generate Callback Status or Delivery Callback Status.
Implementation Notes: This enhancement is available in the August release of Expere Document Services.

Tool Suite: Package Type column enhanced
Type: Defect Reference: PBI 461128 Compliance Impacts: This item is not a compliance or regulatory issue. Documentation Impacts: SUPPORT Page
Issue: In a previous PBI, we enhanced the SUPPORT page to allow users to search and view the package type. However, it was determined that the Package Type column was not set to a fixed width. As a result, if a package name exceeded the width of the column, it extended the width of the column, subsequently forcing the columns to the right off the screen.
Solution: This behavior has been enhanced; the Package Type column has been set to a fixed width. If a package name now exceeds this fixed width, the text wraps to a subsequent line within the column.
Implementation Notes: This defect correction is available in the August release of Expere Document Services.

Tool Suite: Barcode justification dropdown value set to Right
Type: Enhancement Reference: PBI 459411 Compliance Impacts: This item is not a compliance or regulatory issue. Documentation Impacts: Select Generate Deliver; Select And Generate; Select / Generate
Summary: Previously, the Barcode Justification dropdown option was set to "Left," however the default option was "Right" if users submitted requests without specifying a justification option. As a result, we have enhanced the Select Generate Deliver, Select And Generate, and Select / Generate pages in the Tool Suite to display "Right" as the default option in the Justification dropdown.
Implementation Notes: This enhancement is available in the August release of Expere Document Services. The Select Generate Deliver; Select And Generate; Select / Generate help topics have been updated to note that "Right" is the default option in the Barcode Justification dropdown.

Attachment order functionality enhanced
Type: Enhancement Reference: PBI 454593 Compliance Impacts: This item is not a compliance or regulatory issue. Documentation Impacts: Expere Document Services: Attachments
Summary: Integrators: we have enhanced our PDF Attachment functionality to give users the ability to specify if they want each of their attached document(s) to be placed at either the “beginning” or “end” of the documents generated by Expere. Today, when attaching PDF(s) to be returned with the Expere generated documents, users are limited to specifying beginning or end for the assembled group of documents being attached. With the enhanced functionality, users can now use the `<AttachmentPosition/>` element to specify the position of each individual PDF being attached, in relation to the Expere-generated documents. For more information, see the `AttachementPosition` parameter in the Expere Document Services: Attachments data type. Tool Suite users: Users can specify whether to attach documents at the Beginning or End of Expere-generated documents on the Select Generate and Deliver and Select and Generate pages. See Select Generate and Deliver and Select and Generate for more information.
Technical Notes: A sample request with this enhanced functionality would resemble the following:
    <data:Attachments>
    <data:AttachmentDoc>JVBERi0xLg==</data:AttachmentDoc>
                   <data:DisplayName>Mustafa</data:DisplayName>
                   <data:AttachmentPosition>End</data:AttachmentPosition>
    </data:Attachments>
Implementation Notes: This feature is available in the July release of Expere Document Services.

Tool Suite: Content URI Generate option enhanced
Type: Defect Reference: PBI 458013 Compliance Impacts: This item is not a compliance or regulatory issue. Documentation Impacts: No documentation impact
Issue: It was determined that the Tool Suite generated Content URI's in an invalid GUID format by placing a period (".") in the URI rather than a forward slash ("/"). Incorrect format: `expere://Bank201701x20170630.PKG.PackageName`, noting the period between `Bank201701x20170630` and `PKG.Packagename`. Correct format: `expere://Bank201701x20170630/PKG.PackageName`, where a forward slash now exists between `Bank201701x20170630` and `PKG.Packagename`.
Solution: This issue has been resolved; the Tool Suite now maintains the correct format when generating a Content URI.
Implementation Notes: This defect correction is available in the August release of Expere Document Services.

MergedCopyPDF behavior resolved
Type: Defect Reference: PBI 459804 Compliance Impacts: This item is not a compliance or regulatory issue. Documentation Impacts: No documentation impact
Issue: It was reported that the Ancillary Output MergedCopyPDF option did not return single PDF's with merged PDF's.
Solution: This behavior has been resolved; now when using the Ancillary Output MergedCopyPDF option, both single and merged PDF's are returned.
Implementation Notes: This defect correction is available in the July release of Expere Document Services.

Insert failures now logged with a FATAL classification
Type: Enhancement Reference: PBI 451513 Compliance Impacts: This item is not a compliance or regulatory issue. Documentation Impacts: No documentation impact
Summary: Previously, multiple SQL insert failures that were the result of a timeout were not being logged as errors. Now, all SQL insert failures involving a timeout are now logged as a FATAL error. This logging classification change was incorporated in an effort to proactively monitor and remediate fatal database errors.
Implementation Notes: This enhancement is available in the August release of Expere Document Services.

Tool Suite: Recipient Information dialog updated
Type: Enhancement Reference: PBI 455500 Compliance Impacts: This item is not a compliance or regulatory issue. Documentation Impacts: Select Generate Deliver
Summary: We have updated the Recipient Information dialog on the Select Generate Deliver page, consisting of the following changes: CASS, Form 387, and Affidavit now appear in a separate groupbox called Additional Services below the Mail Type groupbox. The MailType groupbox has been renamed to Mail Type. If selecting only the CASS, Form 387, or Affidavit option without selecting a Mail Type option and then attempting to save, an error will appear highlighting the Mail Type groupbox and disallowing the parameters.
Implementation Notes: This enhancement is available in the August release of Expere Document Services.

Tool Suite: ability to re-arrange placement of individual attachments in relation to generated PDF's
Type: Enhancement Reference: PBI 442665 Compliance Impacts: This item is not a compliance or regulatory issue. Documentation Impacts: Select Generate and Deliver, Select and Generate, Select / Generate
Summary: Users can now place documents before or after Expere-generated documents ("Expere Documents") in the Expere Document Services Tool Suite. This enhancement impacts the Select Generate and Deliver, Select and Generate and Select / Generate API's.
Implementation Notes: This enhancement is available in the August release of Expere Document Services.

JulyThe effective date for all products within the scope of this document for this release is July 11 for the CT environment and July 20 for the Production environment.

New color element added
Type: New Feature Reference: PBI 445207 Compliance Impacts: This item is a compliance or regulatory issue. Documentation Impacts: DocInstance
Summary: A new child element, `<ColoredPaper/>`, has been added to the `<DocInstance/>` element of the Expere Document Services Response. The new element `<ColoredPaper/>` will be included in the Expere Document Services response and set to ‘True’ when a selected form is authored with a color paper attribute. If the form(s) are not authored with the color paper attribute, the `<ColoredPaper/>` element will not be included in the Expere Document Services response.
Solution/Technical Notes: A sample response file could consist of the following:
    <r:DocInstance DocIDRef="PKGD.AuthorizationDocumentAccounts_Copy">
    		<r:SignaturePointSet>
    			<r:Signer>
    				<r:Id>S3</r:Id>
    				<r:Description>Account Holder</r:Description>
    				<r:SignaturePoints>
    					<r:SignaturePoint>
    					<r:IncludeDate>false</r:IncludeDate>
    					<r:PageNumber>2</r:PageNumber>
    					<r:PageOrder>2</r:PageOrder>
    					<r:Height>36.0</r:Height>
    					<r:Width>198.0</r:Width>
    					<r:SignatureText>S3</r:SignatureText>
    					<r:XCoordinate>37.0</r:XCoordinate>
    					<r:YCoordinate>341.5</r:YCoordinate>
    					<r:Type>Signature</r:Type>
    					<r:FieldName>SIG_Account Holder_S1_S3_true_2</r:FieldName>
    				       </r:SignaturePoint>
    				</r:SignaturePoints>
    			</r:Signer>
    		</r:SignaturePointSet>
    		<r:ColoredPaper>True</r:ColoredPaper>
    	</r:DocInstance>
Implementation Notes: This feature requires a June update of Expere Document Services.

Duplexing now available as Ancillary Output Option
Type: Enhancement Reference: PBI 446254 Compliance Impacts: This item is not a compliance or regulatory issue. Documentation Impacts: AncillaryOutputTypeEnum
Summary: A new`<OutputType/>` element has been added as an ancillary output type in the request. Expere scans .REQ files for a particular transaction to determine if the `<OutputType/>` element is set to "Blank," "Simplex," "Duplex," or "Does Not Exist." If set to "Duplex" and if the page total is set to "Odd," a blank page is inserted at the end of the document. If the request does not include "Duplex," no duplexing logic is applied.
Technical Notes:
    <AncillaryOutput>
                <AncillaryOutputOption>
                   <OutputType>Barcode</OutputType>
                   <Barcode>
                      <Type>barcode128</Type>
                      <Pattern>barcode</Pattern>
                      <UseCoverPage>true</UseCoverPage>
                      <FirstPageOnly>true</FirstPageOnly>
                   </Barcode>
                   <OutputType>Watermark</OutputType>
                   <Watermark>
                      <Text>Test PBI</Text>
                      <Rotate>true</Rotate>
                      <Location>center</Location>
                   </Watermark>
                   <OutputType>Duplex</OutputType>
                </AncillaryOutputOption>
             </AncillaryOutput>
Implementation Notes: This feature is available in the June release of Expere Document Services.

Default watermark added to Tool Suite functionality
Type: Enhancement Reference: PBI 434684 Compliance Impacts: This item is not a compliance or regulatory issue. Documentation Impacts: Select, Generate, and Deliver; Select and Generate; Select/Generate
Summary: We have incorporated a default watermark that applies to all documents generated by an External user of the Expere Document Services toolsuite using Select Generate and Deliver, Select and Generate, and Select / Generate API calls. This signifies that all generated documents are non-recordable.
Implementation Notes: This feature is available in the July release of Expere Document Services.

Download Scrubbed TXN button added to Transaction Details
Type: New Feature Reference: PBI 428873 Compliance Impacts: This item is not a compliance or regulatory issue. Documentation Impacts: SUPPORT Page: Downloading Transaction Data
Summary: Users can now download the scrubbed request .XML for a particular transaction through a new Download Scrubbed TXN option in the EDS Request Details section for a transaction. Users may still download the request as JSON data through the View JSON Data option on the EDS Request Details page.
Implementation Notes: This feature is available in the July release of Expere Document Services.

Ability to search and sort by Package Type now available
Type: New Feature Reference: PBI 437725 Compliance Impacts: This item is not a compliance or regulatory issue. Documentation Impacts: SUPPORT Page
Summary: Users may now search and sort by package type in the Expere Document Services Tool Suite, SUPPORT Page using a new Package Type field. This new text field is searchable using general search terms. Search results appear in a new Package Type column in the Transaction Results section.
Implementation Notes: This feature is available in the July release of Expere Document Services.

Tool Suite now available for our external users
Type: New Feature Enhancement Reference: PBI 446023 Compliance Impacts: This item is not a compliance or regulatory issue. Documentation Impacts: Expere Document Services Tool Suite
Summary: The Expere Document Services Tool Suite is now available for our external users. Certain functionality is restricted to internal use only: SETUP Page, REPORT Page, Integrators: Print Fulfillment Setup, Delivery History, and Resubmit Transaction.
Implementation Notes: This feature is available in the July release of Expere Document Services.

TM_INVALID_CHARACTER updated to WARN (previously ERROR)
Type: Enhancement Reference: PBI 442242 Compliance Impacts: This item is not a compliance or regulatory issue. Documentation Impacts: No documentation impact SUPPORT Page
Summary: We have updated the TM_INVALID_CHARACTER ERROR to now be logged as a Warning (WARN), instead of an ERROR. We have also updated Expere Document Services Tool Suite to include `INVALID_CHARACTER` as a searchable option from the Reason Failed dropdown on the SUPPORT page. If a transaction has failed due to an invalid character it displays ‘Invalid_Character’ below the ‘Failed’ State status.
Implementation Notes: This feature is available in the July release of Expere Document Services.

Tool Suite: OPPSA functionality enhanced for internal use only
Type: Enhancement Reference: PBI 445899 Compliance Impacts: This item is not a compliance or regulatory issue. Documentation Impacts: Expere Document Services Tool Suite webhelp
Summary: As the Expere Document Services Tool Suite will be available for external consumption in the near future, it was determined that the OPPSA Merge Product Data page and OPPSA Required checkbox will not appear for external users. Only those internal users with either the View All accounts or Edit all accounts permission can use this functionality.
Implementation Notes: No user action is required; see Expere Document Services Tool Suite webhelp for more information.

Barcode enhancement: additional location options for integrators
Type: Enhancement Reference: PBI 443544 Compliance Impacts: This item is not a compliance or regulatory issue. Documentation Impacts: Barcode
Summary: Expere Document Services users may now specify their barcode location in their request by selecting one of the following optional justification parameters using the `HorizontalAlignment` parameter: Left Center Right These barcode adjustment options affect the following API's: Select, Generate, and Deliver Select and Generate Generate
Technical Notes: If a barcode justification parameter is not specified in the request, the default location of the barcode will be set to the right of the page. Sample request consists of the following:
    <xs:element name="HorizontalAlignment" minOccurs="0">
              <xs:annotation>
                <xs:documentation>Identifies how the barcode aligns within the form.  Possible values are "Left", "Right", or "Center".</xs:documentation>
              </xs:annotation>
              <xs:simpleType>
                <xs:restriction base="xs:string">
                  <xs:enumeration value="Left">
                  </xs:enumeration>
                  <xs:enumeration value="Center">
                  </xs:enumeration>
                  <xs:enumeration value="Right">
                  </xs:enumeration>
                </xs:restriction>
              </xs:simpleType>
            </xs:element>
Implementation Notes: This feature is available in the July release of Expere Document Services.

Tool Suite: <DocIDRef> Available in Generate Results
Type: Enhancement Reference: PBI 440694 Compliance Impacts: This item is not a compliance or regulatory issue. Documentation Impacts: SUPPORT Page No documentation impact.
Summary: `<DocIDRef>` has been added to the `<DocInstance>` element for Generate results. This addition provides the ability to parse for documents and simplifies matching up Generate results to the Select results.
Implementation Notes: No user action is required For more information, see SUPPORT Page.

Tool Suite: Generate page removed
Type: Enhancement Reference: PBI 443385 Compliance Impacts: This item is not a compliance or regulatory issue. Documentation Impacts: SERVICES Page; Select / Generate
Summary: Recently, we created the Select / Generate page within the Expere Document Services Tool Suite to contain the functionality of a Generate API call. This allows users to perform a Generate API call and determine the documents needed in the final package. As a result, we have removed the Generate page from the Tool Suite as well as the supporting webhelp documentation.
Implementation Notes: The Generate page will not appear in the July release of Expere Document Services. See Select / Generate for detailed information on using this API call.

Barcode enhancement: additional location options for Tool Suite users
Type: Enhancement Reference: PBI 440791 Compliance Impacts: This item is not a compliance or regulatory issue. Documentation Impacts: Select Generate and Deliver, Select and Generate, Select/Generate, and Barcodes
Issue/Summary: Tool Suite users can now customize the justification parameters of the generated barcode by placing the barcode at a desired location within the reserved barcode area in the lower margin of documents. This applies to Select Generate and Deliver, Select and Generate, and Select/Generate requests whereby users can select from one of the following justification options: Left Right Center
Implementation Notes: This feature is available in the July release of Expere Document Services. For more information, see the following: Select Generate and Deliver Select and Generate Select/Generate Barcodes

Data verification enhanced
Type: Enhancement Reference: PBI 440009 Compliance Impacts: This item is not a compliance or regulatory issue. Documentation Impacts: SUPPORT Page - State
Summary: We have implemented an enhancement where Expere Document Services now validates the following field values exist in the Select Generate and Deliver and Deliver API requests: Recipient City State Zip Code Address Mail Type This prevents transactions from advancing to Document Generation Services and Print Fulfillment only to fail due to missing or empty data.
Technical Notes: If a transaction fails due to missing or empty, the delivery status appears as Error and is categorized under Field_Erroron the SUPPORT Page.
Implementation Notes: This feature is availabe in the July release of Expere Document Services. See SUPPORT Page - State for more information.

JuneThe effective date for all products within the scope of this document for this release is June 13 for the CT environment and June 22 for the Production environment.

Scheduled task enhancement
Type: Enhancement Reference: PBI 439889 Compliance Impacts: This item is not a compliance or regulatory issue. Documentation Impacts: SERVICES Page; DeliveryResponse Overview
Summary: We have created a scheduled task that looks for any Expere Document Services transactions residing in an Incomplete status exceeding ten (10) minutes. This scheduled task runs in five minute intervals. Tool Suite users can search for any Timed_Out transactions in the Reason Failed field on the SERVICES Page.Integrators should note that if a failed transaction includes a callback URL, a callback is sent to the user indicating that the transaction has failed; see DeliveryResponse Overview for more information.
Implementation Notes: This enhancement is available in the June release of Expere Document Services. Additionally, see PBI

Scheduled task console Wix installer created
Type: Enhancement Reference: PBI 450716 Compliance Impacts: This item is not a compliance or regulatory issue. Documentation Impacts: No documentation impact
Summary: As a companion PBI to Scheduled task enhancement above, we created a Wix installer for a Management Service server application that checks for any Expere Document Services transactions residing in an Incomplete status exceeding ten (10) minutes.
Implementation Notes: This feature is available in the June release of Expere Document Services.

Billing Administration: Popups Added for New Customer and New Material Override Data Entry
Type: Enhancement Reference: PBI 446179 Compliance Impacts: This item is not a compliance or regulatory issue. Documentation Impacts: The Billing Administration User Guide webhelp has been updated.
Summary: To improve workflow on the Customer Administration page, when you click +Customer a new popup window will open for you to use to enter the details about the new customer. After filling out the page, click Save to add the new customer information to the Customer table. Similarly, on the SAP Overrides page, when you click +Material Override a new popup window will open for you to use to enter the details about the new material override. After filling out the page, click Save to add the new material override information to the SAP Overrides table.
Implementation Notes: This enhancement is available in the June release of Expere Document Services.

New Ancillary Output Type of Duplex
Type: Enhancement Reference: PBI 446254 Compliance Impacts: This item is not a compliance or regulatory issue. Documentation Impacts: Select Generate And Deliver, Select And Generate and Generate.
Summary: A new Ancillary Output Type of Duplex has been added to the Expere Request. The new Duplex checkbox has also been added under Ancillary Outputs on the SERVICES Page for SelectGenerateAndDeliver, SelectAndGenerate and Generate in Tool Suite.
Implementation Notes: This enhancement is available in the June release.

Tool Suite: global interface change
Type: Enhancement Reference: PBI 449547 Compliance Impacts: This item is not a compliance or regulatory issue. Documentation Impacts: Expere Document Services Tool Suite webhelp
Summary: We have implemented the following changes to the Expere Document Services Tool Suite: The header on each page has been updated to display as Expere Document Services ®. The Get Generate Results page is now the Generate Results page. The Get Select Results page is now the Select Results page. The Add Recipients dialog have been enhanced to display the Recipient and Mail Type information in a more readable format.
Implementation Notes: This enhancement is available in the June release; no user action is required. For more information, see the Expere Document Services Tool Suite webhelp.

Tool Suite: new roles and permissions implemented
Type: Enhancement Reference: PBI 437713 Compliance Impacts: This item is not a compliance or regulatory issue. Documentation Impacts: Consult Administration webhelp for detailed information.
Summary: New Toolsuite Expere Document Services roles have been created for external Expere Document Services users, consisting of the following permissions: Toolsuite Access Permissions: allow access to the Tool Suite Deliver Call Access Permissions: allow access to the following API's: Select Generate and Deliver Delivered Images Delivery History Deliver Note: External users will not have access to the following pages regardless of their permissions: Setup Page Report Page Resubmit Transactions Page
Implementation Notes: This enhancement is available in the June release.

Get Delivery History load issue resolved
Type: Defect Reference: PBI 449883 Compliance Impacts: This item is not a compliance or regulatory issue. Documentation Impacts: No documentation impact
Issue: Previously when entering a transaction ID and clicking the Get Delivery History button on the Get Delivery History page, an indefinite ‘Loading, please wait…’ message appeared, and the Tool Suite did not return a result.
Solution: From the Get Delivery History page, users can now successfully view delivery information for a specific transaction when clicking the Get Delivery History button.
Implementation Notes: This defect correction is available in the June release.

Tool Suite dialog/window issue resolved
Type: Defect Reference: PBI 448323 Compliance Impacts: This item is not a compliance or regulatory issue. Documentation Impacts: No documentation impact
Issue: Previously, an issue existed with the Add Recipient and Generate pop-up dialog boxes in the Tool Suite whereby clicking on the title bar displaced the cursor away from the pop-up dialog box. As a result, users could not reposition these dialog boxes.
Solution: The cursor now remains in the same position when clicking on the title bar of the Add Recipient and Generate pop-up dialog boxes.
Implementation Notes: This defect correction is available in June release of Expere Document Services.

Select / Generate API option added to Expere Document Services Tool Suite
Type: New Feature Reference: PBI 446010 Compliance Impacts: This item is not a compliance or regulatory issue. Documentation Impacts: Select / Generate in the Tool Suite guide.
Summary: Previously, when making a Select and Generate API call, an entire library or documents were generated even if the user only needed a select set of documents. As a result, we have added a new Select / Generate option and have removed the Select - Synchronous option from the Tool Suite. The Select / Generate option consists of two separate API calls: Select and Generate. The Select call runs with user-provided parameters and allows users to select from a list of autoselected documents that are part of a package. Upon selecting these documents, users use the Generate call to create the final package.
Implementation Notes: See Select / Generate in the Tool Suite guide for more information.

Barcode Functionality Enhanced
Type: Enhancement Reference: PBI 434931 Compliance Impacts: This item is not a compliance or regulatory issue. Documentation Impacts: Barcode Types (Fonts) and Patterns Barcode Types (Fonts) and Patterns; Select Generate and Deliver; Select and Generate.
Summary: We have enhanced the Barcode option in the Select Generate and Deliver and Select and Generate pages of the Tool Suite SERVICES section. We have added a help link in the form of a "?" icon next to the text field.
Implementation Notes: See Barcode Types (Fonts) and Patterns Barcode Types (Fonts) and Patterns, Select, Generate, and Deliver, and Select and Generate for more information.

Tool Suite: Content URI Enhancement
Type: New Feature Reference: PBI 434926 Compliance Impacts: This item is not a compliance or regulatory issue. Documentation Impacts: Content URI
Summary: Users will now be provided with the option to generate a Content URI by selecting from a list of aliases and packages that are pertinent to their account via a pop-up window that can be navigated to from the toolsuite. This is available in addition to the currently available option of entering their desired Content URI into a textbox in the form of an expression.
Technical Notes: The Generate button allows users to access a user interface from which users are able to select an alias and a package from which the application will generate a content URI to be used for the transaction.
Implementation Notes: See Content URI for more information.

OPPSA help topics and change log removed from Expere Document Services
Type: Enhancement Reference: PBI 443974 Compliance Impacts: This item is not a compliance or regulatory issue. Documentation Impacts: Expere Document Services webhelp updated: http://documentation.wolterskluwerfs.com/Help/EDS/
Summary: We have removed the following OPPSA help topics from the Expere Document Services change log: Change log OPPSA user guide appendix Web services
Implementation Notes: No user action is required.

Billing Administration tool
Type: New Feature Reference: PBI 436044 Compliance Impacts: This item is not a compliance or regulatory issue. Documentation Impacts: No documentation impact
Summary: We are currently developing a new application called Billing Administration to replace MyDocPrep that would manage Billing Reports, Customer information, SAP information and SAP package mapping.
Implementation Notes: We will continue to provide updates on when this tool will be available for internal use.

Enhanced SUPPORT Page Function
Type: Enhancement Reference: PBI 439634 Compliance Impacts: This item is not a compliance or regulatory issue. Documentation Impacts: SUPPORT page
Summary: The SUPPORT page within the Expere Document Services Tool Suite has been enhanced to more closely match the SUPPORT page function within the Document Generations Services Tool Suite. Below is a detailed list of what has been updated: When initially opening the SUPPORT page: All search criteria fields are immediately available. Previously users were required to select a specific account prior to performing any searches. Now searches can be performed across ALL accounts and are not limited to one specific account. A list of most recent transactions is populated within the results table. Previously users were required to select an account to populate the list of transactions. Showing this list of most recent transactions for ALL accounts allows for a quick visual on the status of transactions being submitted through Expere Document Services. Note: Users can still limit their search to a specific customer account; simply select the desired account from the Account List above. To get back to searching all accounts, after choosing one account from the list, select the Clear button at the bottom of the search criteria fields. Account ID has been added to the results table: The column heading appears as Acct ID and is stacked below the EDS ID within the table. When selecting the column heading EDS ID Acct ID for sorting, the column is sorted on the EDS ID. To see transactions by Account, users should select the desired Account from the Account list at the top of the screen.
Technical Notes: Users with View All Accounts and/or Edit All Accounts permissions will see this enhanced function when opening the SUPPORT page. Users without these permissions will see old behavior; where they are required to select an account prior seeing the list of recent transactions or performing any searches. This is limited for security purposes.
Implementation Notes: See SUPPORT page for more information.

AprilThe effective date for all products within the scope of this document for this release is April 11 for the CT environment and April 20 for the Production environment.

OPPSA merge transaction issue resolved with Internet Explorer 11
Type: Defect Reference: PBI 433393 Compliance Impacts: This item is not a compliance or regulatory issue. Documentation Impacts: No documentation impact
Issue: Users were unable to download OPPSA merged transactions in Internet Explorer 11. Google Chrome users were unaffected.
Solution: This issue has been resolved; users can now download OPPSA merged transactions in Internet Explorer 11.
Implementation Notes: No user action is required.

Admin Link Functionality Changed
Type: Enhancement Reference: PBI 425136 Compliance Impacts: This item is not a compliance or regulatory issue. Documentation Impacts: Admin Link and SETUP Page
Summary: The ADMIN link available from the main Tool Suite page formerly took you to User setup with Add/Update Callback Info and Delete Callback Info functionality. The functionality of the ADMIN link has been changed and clicking it will now bring you to the standard WKFS Admin screen, assuming you have admin permissions, as happens with other products.
Enhanced behavior: The Add/Update Callback Info and Delete Callback Info functionality have been moved into the SETUP Page menu. The top portion of the SETUP Page has the existing list of Acccount information. Below that you will find a new section named User Setup which now contains the Callout Information functionality formerly seen under the ADMIN link. None of this functionality is new and it has not been changed; it has just been moved to this new location.
Implementation Notes: No user action is required; for more information, see SETUP Page.

ToolSuite: New REPORT Page Available for Delivery Callbacks
Type: New Feature Reference: PBI 428875 Compliance Impacts: This item is not a compliance or regulatory issue. Documentation Impacts: REPORT Page
Summary: In an effort to help our customers ensure they are receiving Images for their packages we have implemented a new REPORT area for Delivery Callbacks. This newly added REPORT page can be used in many different ways; for example to search for packages where the Mailed Callback has failed. This would indicate the customer did not receive the callback for the given package(s) and as a result of the Failed callback would not know if the package was in-fact Mailed and that they could request the images for the given package(s). Users can also run a report for packages where the Mailed callback was successfully sent but the GetDeliverImages request has either Failed or was NotRequested.
Implementation Notes: For more information, see REPORT Page.

Help Button Added to Tool Suite
Type: Enhancement Reference: PBI 297927 Compliance Impacts: This item is not a compliance or regulatory issue. Documentation Impacts: No documentation impact.
Summary: A Help button has been added to the user interface.
Technical Notes: The Help button allows users to access the webhelp for the EDS Tool Suite User Guide. When the Help button is clicked, the webhelp displays in a new tab.

Generate Results messaging enhanced
Type: Enhancement Reference: PBI 431748 Compliance Impacts: This item is not a compliance or regulatory issue. Documentation Impacts: No documentation impact
Summary: We have enhanced Generate Results for a transactions to display a message when using a service against a transaction that has been deleted from Expere Document Services.
Technical Notes: When a user enters a Transaction ID, where the corresponding Document Generation Services record has been previously deleted, the response is returned in the Status Description that states the following: "Document(s) does not exist."
Implementation Notes: No user action is required.

Tool Suite: Support Page callback enhancements
Type: Enhancement Reference: PBI 428967 Compliance Impacts: This item is not a compliance or regulatory issue. Documentation Impacts: SUPPORT Page
Summary: We have implemented the following enhancements to the SUPPORT page with respect to callback functionality: We have updated the term Transaction ID throughout the tool and renamed it to EDS ID. We have renamed the Callback Status column to Generate/Delivery Callback Status in the Transaction list. Users may now search by Generate Callback Status or Delivery Callback Status. The DGS ID now appears on the EDS Details page for the transaction.
Implementation Notes: For more information, see SUPPORT Page.

Tool Suite: Support Page enhancement for failed transactions
Type: Enhancement Reference: PBI 432240 Compliance Impacts: This item is not a compliance or regulatory issue. Documentation Impacts: Advanced Transaction Results; SUPPORT Page - Transaction list features
Summary: We have implemented the following enhancements on the SUPPORT page regarding failed transactions: We have added a Reason Failed field that allows users to search for any failed transactions based on the following criteria: No_Docs Content_Error Uncategorized Note: • This description is used when the transaction failed due to something other than No_Docs or Uncategorized. We have enhanced the State column on the SUPPORT page to provide additional details for why a transaction failed. As a result, the State column now displays one of the types above in addition to the initial Failed state.
Implementation Notes: For more information, see Advanced Transaction Results and SUPPORT Page - Transaction list features.

Overview page URL change
Type: Enhancement Reference: PBI 435497 Compliance Impacts: This item is not a compliance or regulatory issue. Documentation Impacts: Change Log Overview and Important Notifications
Summary: We have refactored the Expere Document Services Change Log Overview and Important Notifications page. As a result, the URL has changed in the resulting webhelp.
Implementation Notes: As the URL for this refactored Change Log Overview and Important Notifications page has changed, users should update their favorites or bookmarks.

Logging levels updated
Type: Enhancement Reference: PBI 434758 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: No user action is required. 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.

Loan Number added to SUPPORT page
Type: Enhancement Reference: PBI 425507 Compliance Impacts: This item is not a compliance or regulatory issue. Documentation Impacts: SUPPORT Page
Summary: Users can now view and search for transactions based on the loan number on the SUPPORT Page. We have implemented a new column called Loan Number.
Implementation Notes: No user action is required; for more information, see the SUPPORT Page.

Implementation Strategies section added to webhelp
Type: Enhancement Reference: PBI 431602 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.

Internal tool suite webhelp enhanced
Type: Enhancement Reference: PBI 431698 Compliance Impacts: This item is not a compliance or regulatory issue. Documentation Impacts: Expere Document Services Tool Suite User Guide
Summary: We have enhanced the internal Expere Document Services webhelp to contain a dedicated Tool Suite section. Previously, the help topics existed separately and were not organized in a consistent fashion.
Implementation Notes: Expere Document Services Tool Suite User Guide

Tool Suite: Request Details and Viewing JSON Information
Type: Enhancement Reference: PBI 382264 Compliance Impacts: This item is not a compliance or regulatory issue. Documentation Impacts: Viewing JSON Data
Summary:The Support tab has been updated to allow users the ability to view requested transaction details in addition to viewing JSON data for a selected transaction. A View JSON button has been added to the newly added Request Details page; clicking View JSON opens the JSON data in a separate browser window.
Technical Notes: The Request Details page identifies details suchs as the ContentURI, RequestID, Account, Date, etc. Additionally, users are able to view messages pertaining to the transaction, such as errors, completion details, and timestamps of events. The View JSON button on the Request Details page opens the JSON data in a separate browser window.
Implementation Notes: The Viewing JSON Data section in the Tool Suite webhelp has information on using this new function.

Callback behavior enhanced to include transaction detail audit trail
Type: New Feature Reference: PBI 425950 Compliance Impacts: This item is not a compliance or regulatory issue. Documentation Impacts: SUPPORT Page - Delivery Audit Log
Summary: Internal Expere Document Service users can now review the status and time stamps for callbacks initiated with a transaction. After generating a transaction using a Select Generate and Deliver or Deliver action, users can track the status of the callback(s) using a new Delivery Audit Log available on the SUPPORT Page.
Technical Notes: The Delivery Audit Log consists of the following Call Types/Status Types: Call Type: Processing Printed Mailed Canceled Error Image Delivered Tracking Number Call Type Status: NotRequested Successful Failed
Implementation Notes: The SUPPORT Page - Delivery Audit Log section in the Tool Suite webhelp has detailed information on using this new feature.

Resubmit Behavior enhanced
Type: Defect Correction Reference: PBI 429762 Compliance Impacts: This item is not a compliance or regulatory issue. Documentation Impacts: No documentation impact
Issue: Internal users reported that when resubmitting a large amount of transactions in the Expere Document Services Tool Suite, entering an account and transaction ID and clicking Submit did not function properly.
Solution: We have implemented the following enhancements: Users may now enter an account and transaction ID and click Submit on the Resubmit Transaction page. Search functionality using Account Name/Customer number was also updated.
Implementation Notes: No user action is required.

Document/transaction expiration behavior modified
Type: Enhancement Reference: PBI 422732 Compliance Impacts: This item is not a compliance or regulatory issue. Documentation Impacts: SETUP Page; Select Generate And Deliver Select And Generate; Generate; SelectAndGenerateRequest; GenerateRequest.
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: To specify a unique number of days to retain this data at an Account level (all transactions submitted under the account will be impacted) the Days to Expire field under the SETUP page should be used. If the default (7 days) is applicable there is no need to update/visit the SETUP page. To specify a unique number of days to retain this data by transaction, the Select Generate and Deliver, Select And Generate, and Generate pages have been updated with a Days To Expire field. Lastly we We have repurposed the `<DaysToPersistInLongTermStorage/>` element in the SelectGenerateDeliverIn SelectAndGenerateIn and GenerateIn API methods to support setting a number of days to retain if something other than the default is desired.

Ability to merge closing disclosures with addendum
Type: New Feature Reference: PBI 428212 Compliance Impacts: This new feature is not a compliance or regulatory issue. Documentation Impacts: MergeTRIDDocs flag - PDF Select and Generate; Generate.
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. In the Tool Suite, selecting the TRID Merge checkbox on either the Select and Generate or Generate page merges the above the documents.
Implementation Notes: For more information, see MergeTRIDDocs flag - PDF. Internal users should also consult Select and Generate and Generate in the DGS webhelp.

Tool Suite: ability to call MergeProductData Method
Type: New Feature Reference: PBI 425297 Compliance Impacts: This item is not a compliance or regulatory issue. Documentation Impacts: OPPSA Merge Product Data
Issue/Summary: We have identified a need to assist in troubleshooting and testing the MergeProductData OPPSA integration method.
Solution/Technical Notes: We have added a new action on the Document Generation Services Tool Suite SERVICES page, titled OPPSA Merge Product Data. Upon accessing this action, users will enter their OPPSA login credentials and submit a transaction .xml file to call the `MergeProductDataUI` integration method.
Implementation Notes: For detailed information on using this new action, see OPPSA Merge Product Data.

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.

Webhelp enhancements - Request and Response samples enhanced
Type: Enhancement Reference: PBI 365494 Compliance Impacts: This item is not a compliance or regulatory issue. Documentation Impacts: Appendix: Request and Response Samples
Issue/Summary: We have enhanced our request and response samples for the various DocServices API methods to contain actual data; this will replicate what users would see in their requests and responses.
Implementation Notes: No user action is required.

Webhelp enhancements - DocViewer
Type: Enhancement Reference: PBI 360045 Compliance Impacts: This enhancement is not a compliance or regulatory issue. Documentation Impacts: Getting Started, BeginSession, EndSession, and PreCachSession.
Issue/Summary: We have updated the Expere Document Services webhelp to reflect several enhancements, primarily around using the `SecurtiySessionSvc`; we have added a new Getting Started section that discusses using the WSDL and SOAP; we have also updated the the request and response samples for BeginSession, EndSession, and PreCachSession.
Implementation Notes: No user action is required.

DocServices log enhancements
Type: Enhancement Reference: PBI 411399 / 411403 Compliance Impacts: This enhancement is not a compliance or regulatory issue. Documentation Impacts: No documentation impact
Issue/Summary: We have implemented the following DocServices log enhancements: Incorrect ID appearing in the DocServices log file: Previously, the wrong Expere Document Services ID's were logged in some instances in the DocServices log file, typically with the DeliveryResponseService. This behavior has been enhanced to now display the correct Expere Document Services ID's. Missing ID message enhanced: Previously, when submitting a `GetDeliveredImagesRequest` for a reference ID that did not exist it would result in an exception being thrown. For example:
    ERROR 2016-10-14 10:16:05,120 DocServices.Services.Import.V2.EDocService - [209607] [erprod@csc.com]
    [] An exception occurred while processing a GetDeliveredImagesRequest for [209607] System.ServiceModel.FaultException`1
    [System.ServiceModel.ExceptionDetail]: Permission denied for transaction identifier 209607 (Fault Detail is equal to An ExceptionDetail, likely created by IncludeExceptionDetailInFaults=true, whose value is: System.UnauthorizedAccessException: Permission denied for transaction identifier 209607 at DeliveryService.Services.V1.Delivery.GetDeliveredImage(
    String transactionId, ImageType imageType) at SyncInvokeGetDeliveredImage(
    Object , Object[] , Object[] )
Solution/Technical Notes: Now when submitting a `GetDeliveredImaagesRequest` for a reference ID that does not exist we return a message stating the ID does not exist.
Implementation Notes: No user impact.

eSignature and Field Support checkbox selections enhanced to save in database
Type: Defect Correction Reference: PBI 402443 Compliance Impacts: This defect correction is not a compliance or regulatory issue. Documentation: No document impact.
Issue/Summary: Previously, eSignature and Field Support settings from a transaction were not retained when resubmitting that same transaction. As a result, users were required to reenter these settings.
Solution/Technical Notes: The following eSignature and Field Support settings are saved in the database, regardless if "True," "False," or "NULL:" Esignature Coordinates Only Esignature Tooltip Esignature Date Support Esignature Initials Tooltop Non-Signature Field Coordinates Only
Implementation Notes: No user action is required.

Integrators: Callback statuses added to GetRequestStatus API Ability to filter on Callback Status added to Support Page
Type: Enhancement Reference: PBI 382260 Compliance Impacts: This enhancement is not a compliance or regulatory issue. Documentation: RequestStatusIn, RequestStatusOut, GetRequestStatus Support Page
Issue/Summary: The GetRequestStatus API now contains a `</CallbackStatus>` element that informs the user whether a callback was successful, failed, or not requested. This allows users to know the status of their transaction when submitted. See RequestStatusIn RequestStatusOut GetRequestStatus for more information.Users can now filter search results on the Support Page based on the callback status. See Support Page for more information.
Solution/Technical Notes: The list of callback statuses consists of the following: Successful Failed NotRequested
Implementation Notes: No user action is required.

Integrators: API updates to include OPPSA parameters
Type: Enhancement Reference: PBI 404746 Compliance Impacts: This enhancement is not a compliance or regulatory issue. Documentation: SelectGenerateAndDeliverIn, SelectAndGenerateIn, GenerateIn
Issue/Summary: This enhancement allows Expere Document Services to return OPPSA organization and production information to OPPSA users.
Solution/Technical Notes: We have added OPPSA Organization and OPPSA Product parameters to the following API's:
Implementation Notes: No user action is required.

Tool Suite now displays OPPSA organizations and products
Type: Enhancement Reference: PBI 404909 Compliance Impacts: This enhancement is not a compliance or regulatory issue. Documentation: Select, Generate, and Deliver, Select and Generate, Generate
Issue/Summary: Expere Document Services Tool Suite users can now access all available and licensed OPPSA organization and product information through the Select, Generate, and Deliver, Select and Generate and Generate actions.
Implementation Notes: No user action is required.

JanuaryThe effective date for all products within the scope of this document for this release is January 12 for the CT environment and January 19 for the Production environment.

Webhelp enhancements
Type: Enhancement Reference: PBI 360045 Compliance Impacts: This item is/is not a compliance or regulatory issue. Documentation Impacts: Appendix: Request and Response Samples; WSDL Overview, SOAP Transaction Overview, Authentication and Authorization.
Summary: As we continually improve our customer documentation experience, we have implemented updates to our Expere Document Services webhelp.
Implementation Notes: We have updated the request and response samples here and have added information around using the WSDL, SOAP, and Authentication and Authorization features.

eSignature and Field Support checkbox selections enhanced to save in database
Type: Defect Correction Reference: PBI 402443 Compliance Impacts: This item is/is not a compliance or regulatory issue. Documentation Impacts: No documentation impact
Issue: Previously, eSignature and Field Support settings from a transaction were not retained when resubmitting that same transaction. As a result, users were required to reenter these settings.
Solution: The following eSignature and Field Support settings are saved in the database, regardless if "True," "False," or "NULL:" Esignature Coordinates Only Esignature Tooltip Esignature Date Support Esignature Initials Tooltop Non-Signature Field Coordinates Only
Implementation Notes: This feature requires a Requirements and Content Editor Tool / Expere Engine / Content Style Sheets / Expere Server Tools (choose one: Expere Administration Tool/Customer Facing Outlines/Build Doc Previews/Data Dictionary Builder) update.

Integrators: Callback statuses added to GetRequestStatus API Ability to filter on Callback Status added to Support Page
Type: Enhancement Reference: PBI 382260 Compliance Impacts: This item is/is not a compliance or regulatory issue. Documentation Impacts: RequestStatusIn, RequestStatusOut, GetRequestStatus Support Page
Summary: The GetRequestStatus API now contains a `</CallbackStatus>` element that informs the user whether a callback was successful, failed, or not requested. This allows users to know the status of their transaction when submitted. See RequestStatusIn RequestStatusOut GetRequestStatus for more information.Users can now filter search results on the Support Page based on the callback status. See Support Page for more information.
Technical Notes: The list of callback statuses consists of the following: Successful Failed NotRequested

Integrators: API updates to include OPPSA parameters
Type: Enhancement Reference: PBI 404746 Compliance Impacts: This item is/is not a compliance or regulatory issue. Documentation Impacts: SelectGenerateAndDeliverIn, SelectAndGenerateIn, GenerateIn
Summary: This enhancement allows Expere Document Services to return OPPSA organization and production information to OPPSA users.
Technical Notes:
Implementation Notes: We have added OPPSA Organization and OPPSA Product parameters to the following API's: SelectGenerateDeliver SelectAndGenerate Generate

Tool Suite now displays OPPSA organizations and products
Type: Enhancement Reference: PBI 404909 Compliance Impacts: This item is/is not a compliance or regulatory issue. Documentation Impacts: Select, Generate, and Deliver, Select and Generate, Generate
Summary: Expere Document Services Tool Suite users can now access all available and licensed OPPSA organization and product information through the Select, Generate, and Deliver, Select and Generate and Generate actions.