# What's New for Manual Center

The following release table lists key enhancements and important changes made to the application.

Release | Date | Description
--- | --- | ---
2016.6 | July 2016 | New Features: Reverse Geocode (Flood Info, Resolve Dispute) - With this release, when a user is entering flood information or resolving a dispute, a feature has been added allowing users to GeoCode the manual latitude/longitude to populate the address and flood information so information doesn’t have to be manually entered. ‘Assign to Available’ and ‘Discrepancy’ options for Contracted Mapper Role - With this release, the ‘Assign to Available’ and ‘Discrepancy’ options for an order have been made available for users with the contracted mapper role. Attaching Multiple Files - With this release, when attaching multiple files, users will select one file at a time when adding to the attachments screen. Once each file has been added individually, all files can be uploaded at the same time. Edit > Move Order Error - With this release, users have the ability to move a single order without getting an error.
2016.5 | June 2016 | New Features: Attachment Type from FDS Displayed - With this release, when an FDS user attaches a document and chooses an attachment type, Manual Center users will see what type of document was attached by the FDS user. Attachment Type Dropdown - With this release, users have the ability to define the type of attachment they are uploading using the dropdown list next to the file being attached. Options in the dropdown include: Appraisal Deed Email Legal Description Overlay Plat Map/Survey Other Life of Loan Parcel Number - With this release, when orders are being processed for LOL updates, the parcel number entered in the "Matched Address" section will now display on the latest determination for the customer or mapping analyst to view. Mapper Comments on LIfe of Loan Updates - With this release, when a Life of Loan is auto-completed, mapper comments will be removed from the comments section and placed in Order History. 'My Work' Queue - With this release, user’s My Work queue will be ordered by the Order History "Assignment" date instead of the enter date. LOMC Date Search Field - With this release, users have the ability to search by a LOMC date to identify certificates with LOMC's that have that date. Error Handling for New Order Batch - With this release, when a new batch is uploaded to process, if errors are found in the batch file, they will be displayed and the user will not be permitted to proceed with the batch process until errors are resolved. Coordinates Resource Field - With this release, users have a specific resource option for coordinates. A Coordinates check box and text field has been added to the Resources option under Edit in the Manual Center. Geocoding Data Update - With this release, the 2016 Q1 and Q2 Geocoding Data is available
2016.4 | May 2016 | New Features: Stored Procedures - CANCEL orders that customers did not respond to via RFI - With this release, all active orders that are unable to be completed because the customer did not respond to a RFI within 60 days, will be removed from the queue and cancelled so that the queue reflects active work in progress. This will include new in-progress orders only. New Order Batch Results Report - With this release, users have the ability to run a report for new batch orders, once the batch has been processed. The report will show the progress of all the orders. “Processing – Please Wait” Message on History Tab - With this release, the “Processing – Please Wait” message will display any time a user selects one of the following from the History Tab. The message will disappear once the process is complete. Add Edit Dispute Back to Search Process Order RFI
2016.3 | April 2016 | New Features: Batch User Interface Changes - With this release, all functionality relating to Batch Operations has been arranged accordingly in the Batch dropdown menu. As a result, some features have been relocated from the Admin tab to the Batch tab. The batch tab submenus have been revised to the following: Batch Order Place Orders for Customers Edit Queue Queue Results Batch Downgrade Batch Downgrade Edit Queue Queue Results Batch Disputes Batch Disputes Queue Results Batch Transfer Transfer Orders Queue Results Batch Cancel Cancel Orders Queue Results Payoff Orders Payoff Orders Queue Results Move Orders Move Order Edit Queue Queue Results Portfolio Assumptions Upload Portfolio Batch Edit Queue Queue Results Sample File Download Display Account ID and Lender Contact ID - With this release, users who have access to FDS Admin and FDS User Defaults can view the Account ID and Lender Contact ID. Processor Name Editable - With this release, the Processor Name that prints on the FEMA form can be edited by going to the History>Edit tab and selecting Processor. This option is available on all orders except Paid and Cancelled. The following users will have access to this feature: Flood MC Customer Service Flood MC Supervisor Flood MC Manager Batch Disputes - With this release, a new feature for batch disputes is available. Users can enter multiple disputes by submitting a .csv file from this screen. All disputes will be marked as an ‘Internal Dispute.’ This feature is available for users with the role of Supervisor, Customer Support, and Internal Mapper. Batch Disputes Queue Results - With this release, users who have the Batch tab will have a new option to view the Batch Dispute Queue Results. The results page will display Order Count, Requesting User, Requested Date, Description, and a link to download the results in spreadsheet format. Batch Cancel Queue Results - With this release, users who have the Batch tab will have a new option to view the Batch Cancel Queue Results. The results page will display Order Count, Successfully Processed, Requesting User, Requested Date, and Description. Batch Transfer Enhancement - With this release, the following enhancements have been made to the Batch Transfer functionality: Description Textbox – A standard description textbox has been added. Descriptions are visible as a history item similar to other batch operations. New Loan ID Column – A column has been added to the .csv file for New Loan IDs. Users enter new loan IDs in this column, which will update the Loan IDs of those orders upon transfer. The updated loan IDs will display in the downloadable spreadsheet. Batch - Queue Completed Results - With this release, users with the role of Manager, Supervisor, Customer Support, and Internal Mapper will have access to view completed queue results for: Batch Transfers Paid Off Batches Batch - Assumptions Queue Results - With this release, users with the role of Manager, Supervisor, Customer Support, and Internal Mapper will have access to view completed queue results for Portfolio Assumptions. The completed queue will show the following: Hyperlink to download: The Completed Log. Order Count: How many orders were processed. User: Username under which the orders are to be processed. Requesting User: The MC user who uploaded the batch. Requested Date: Date of upload. Account: Account under which the assumptions order is to be processed. Lender Contact: The Lender contact under which the assumptions orders will be processed. Description: The description obtained from the MC user when the uploaded the batch. Error Processing Queue - The Error Log file is a generated .csv file of any assumptions orders that have an error. The file can be downloaded and will show all errors in the order. New Warning Message when Deleted Attachments - With this release, a warning message will display when users delete attachments from orders. Update System to use New Geocode Data - With this release, Settlement Services has been updated with the latest Geocoding data. Edit Portfolio Batch Queue - With this release, users will have access to a new submenu under Portfolio Assumptions in the Batch menu. Here, users can delete a batch of portfolio assumptions orders before they start processing. When the SSIS package begins processing the batch, the order will not be seen in the queues. The submenu has the following requirements: UI Label: Edit Queue Action: Open the Edit Portfolio Batch Queue page Description field added to Batch: Payoff Orders - With this release, a description field has been added to Batch Payoff Orders. Information entered in this description will also be included in the Order History.
2016.2 | February 2016 | New Features: Ability to Save Order Without Validation - With this release, Manual Center users working with an order will have the ability to enter some or all of the information into the Flood Info screen and save without getting validation errors that prohibit processing the order. Upon clicking Save for an in progress New Order or in progress Life of Loan Update: If a field is blank – no validation If a field is NOT blank – validate that the field is populated with the correct requirements If a field is a Drop down - no validation Dispute RFI Functionality Added - With this release, users have the ability to add an RFI to an order that is in an "open dispute." When RFI is selected from the Dispute dropdown, the RFI screen will open and users can send an RFI about the disputed order. Outsource Supervisor and Outsource Mapper roles will not have access to this feature. Ropen Dispute - With this release, user have the ability to re-open a dispute by clicking the magnifying glass icon next to the dispute in the Completed Dispute list. Once re-opened, the dispute will be assigned to available and placed in the “Open Dispute” queue. REPORTS RFI Report - With this release, a new RFI report is available under Admin > Reporting. Users can enter search criteria to generate the report content. All search criteria fields have a NULL checkbox. When selected, the field will be open for editing. The final RFI report is generated in the form of an Excel Spreadsheet. Certificate History Log Report - With this release, Manual Center users with the role of Manager/Supervisor will have the ability to generate a report (Operation Report – History Log) to print out the history log of a particular certificate number, which can be used, if needed, for escalation issues or potential claims. Certification Determination Log Report - With this release, Manual Center users with the role of Manager/Supervisor will have the ability to generate a report (Operation Report - Determination Log) to print out the log of a particular certificate number, which can be used, if needed, for escalation issues or potential claims. PORTFOLIO ASSUMPTIONS Order Maintenance - With this release, Manual Center users have the ability to search for Portfolio orders by non-WKFS certificate numbers. Search results will show the WKFS generated cert number to the portfolio account in the search results Batch - Link to CVS File - With this release, Manual Center users who have access to Batch will be able to retrieve the most current Assumptions CSV file to send to a customer so they always have the most current version. This feature can be accessed in Batch Operations. FEMA Form - With this release, the FEMA form of a portfolio order will display as follows: Comments Section Warranty Status: Not warranted by Wolters Kluwer Financial Services Assumed Cert Number: <Portfolio Certificate Number> Watermark A watermark across the FEMA form will read: Assumed If a Portfolio Order is recertified, the FEMA form will display as follows Comments Section Assumed Cert Number: <Portfolio Certificate Number> Watermark No watermark Internal Mappers - Batch Tab - With this release, Manual Center user with the internal mapper role will have access to the Batch tab and be able to perform all batch operations. RFI Screen - Display Borrower Name & Loan ID - With this release, Manual Center users can view the Borrower Name & Loan ID in the RFI request screen under "Certificate Info." Note: Outsource Supervisor and Outsource Mapper will not have access to this area.
2016.1 | January 2016 | New Features: Ability to Delete a Clean Address - With this release, users have the option to delete a clean address. The following changes have been made on the Edit Clean Address screen to accommodate the new feature: A checkbox next to each clean address line has been added. Users select the checkbox to pick which clean address to delete. A Delete button The delete button will delete the clean addresses selected using the checkboxes. When a clean address is deleted, all orders that used this address as a clean address, no longer have the 'clean address' box checked on their certs. The address will be removed from the clean address table. When an order is completed by a MC user, display the username in Completed By - With this release, usernames will display in the Completed By field of an Order Determination. This field will be populated based on the following: Completed orders through Process Order > Flood Info for new orders, life of loan updates, or discrepancies. Resolving/Completing a Dispute through Overturn, Not Overturn, and Save. History Item Added when an Order is Completed - With this release, when an order is completed through an auto-hit or manually completed, an order history item will be created. For auto-hit, the following will be stored in History: Activity: Order Completed Username: SYSTEM Date: <Date><Time> Description: Order auto completed For manual orders, the following will be stored in History: Activity: Order Completed Username: <username of the person who completed the order> Date: <Date><Time> Description: Order manually completed
2015.9 | December 2015 | New Features: Entering Certificate Number in Flood Info Screen - With this release, users have the ability to search using a certificate number when selecting the ‘search previous’ feature in the Flood Info screen. Change Loan ID on a Transferred order within 90 days of Transfer date - With this release, users have the ability to change the Loan ID on a TRANSFERRED order if it is within 90 days of the TRANSFER date.
2015.8 | November 2015 | New Features: Notice_in.pdf Replaced with Two New Forms - With this release, two forms will be generated in place of the previous notice_in.pdf form. The 2 forms will be generated based on whether the community is a participating community or not a participating community. The two new forms are: VMP1525P (Participating Community) VMP1525N (Not a Participating Community)
2015.7 | November 2015 | New Features: Downgrade Orders - With this release, users will have the ability to process a batch downgrade of multiple orders. This option is available in Batch Operations. Upon submitting a batch downgrade, an Excel spreadsheet of the processed orders will be available. A batch downgrade will not be possible if: The order is Paid Off The order is Cancelled The order is placed by a user whose account has no access to Residential Basic The order is already in the Basic status Downgrade Report - With this release, users will have the ability to view a report of all Batch downgrades and be able to download a .CSV spreadsheet containing records that were downgraded with any errors that happened during the process. The report can be accessed through the Admin tab by selecting Downgrade Order Queue Results. 'Other Inquiry(s)' Checkbox - With this release, users will have the ability to select 'Other Inquiry(s)' when requesting additional information for a certificate from the RFI screen. This checkbox can be used to explain in further detail what the user is looking for. User Option to Pick Email Address - With this release, users submitting an RFI have the option to pick the email address(es) to which the RFI will be sent. RFI Email - The RFI email address(es) on the account LOL Email - The LOL email address(es) on the account Username - The email address of the user who submitted the determination In addition, the LOL email address will be checked by default if the determination is a Life of Loan. For any other order type, RFI email will be selected by default. Show LOL Contact Email Address(es) - With this release, users have the ability to view the LOL Contact Email Address(es) pertinent to the account of the determination that is being reviewed. Display Processor Email - With this release, Manual Center users have the ability to view the email address of the processor who entered the order via FDS. The user will enter the processor email in FDS and this field will be displayed in MC under Order Info. Bug Fixes: Account Dropdown Limited to 100 Accounts - Previously, when placing a batch order, only the first 100 accounts were displaying in the account drop down. With this release, all accounts will display
2015.6 | September 2015 | New Features: Prompt before Batch Cancel - With this release, users with Batch functionality are able to upload a .CSV file to cancel a batch and view the uploaded list before actually cancelling the orders. A column has been added for users to enter notes to be inserted into the 'Description' of the order history entry. Number of Acreage - With this release, users will have the ability to view the number of acres entered by the user who entered an order in FDS. 'Back to Search' Results Functionality - With this release, user have the ability to return to search results in History from an order. New drop-down menu with lender contacts to process batch orders - With this release, when users submit a Batch order they are able to pick the Lender Contact under which the batch order is to be processed. Bug Fixes Account drop down limited to 100 accounts - Previously, when placing a batch order, only the first 100 accounts were displaying in the account drop down. With this release, all accounts will display.
2015.1.5 | August 2015 | New Features: Display Borrower Name on Order Details - With this release, the Borrower Name will display on the Order Details page for All Outsourced Roles (Outsource Mapper and Outsourced Supervisor). New Flood Role (Contracted Mapper) - With this release, a new role has been added, Contracted Mapper. With this new role, Contracted Mappers will have access to the following: My Work > Retrieve (New Orders, Life of Loan Updates, Open Disputes & Discrepancies) History Tab Display Client Entered Dispute Contact Information - With this release, the following has been added to Open Dispute in Manual Center: Users can view information about the user who submitted a dispute by referring to the Requested By field Number of Structures - With this release, Manual Center users can view the ‘Number of Structures’ in the 'Order Info" section. Bug Fixes Save Dispute Button Resolves Dispute - With this release, after a Manual Center user enters information to Resolve a Dispute, the following will occur upon clicking the Save button. Save the information Resolve the dispute Change determination status to Resolved Watermarks Not Generating on Documents - With this release, watermarks will now display on the following documents: The Cancel watermark will display when a user cancels an order. The Paid Off watermark will display on the document when a user pays off an order. RFI Status to No on Assign To Available Option - With this release, when a Manual Center user selects the Assign To Available option from History on a certificate, the RFI of that order will change to No. Edit Address on Disputed Orders - With this release, the following changes have been made to disputed orders. The Edit drop down in MC on a Disputed order now shows Edit>Address Users are able to edit an address on a disputed order There will be an order history entry for edit address
2015.1.4 | June 2015 | New Features: Dispute Finctionality Added - With this release, edit & resolve dispute functionality has been added for the CSR role. For the Outsource Supervisor role, add, edit & resolve dispute functionality has been added. Edit Address Functionality Added - With this release, edit address (now includes address 1 and 2) has been added for CSR, Supervisor, Manager, and Internal Mapper roles. Claimed Orders in Outsource New Order Quiue changes to New Order - With this release, when an order that is in the "Outsource New Order" queue is claimed by an Internal Mapper, it will appear in the "New Order" queue. When an order that is in the "Outsource Life of Loan Updates" queue is claimed by an Internal Mapper, it will appear in the "Life of Loan Updates" queue. Added ability to edit clean address, access managed work, edit resources - With this release, Internal Mappers will have the ability to: Edit a clean address (under the admin tab) Access all of Manage work Edit resources (under history) Certificate Number and Input Address on RFI Screen - With this release, the Certificate Number and Input Address will be displayed on the RFI screen so that they are readily available for reference when working on an RFI. Add, Edit, Remove +4 of Zip Code - With this release, Manual Center users have the ability to add, edit, and remove the +4 of a zip code while resolving a dispute. Identifying Orders Placed through the Website or Via XML - With this release, the order detail screen of an order has a field that identifies how the order was placed (either via XML or website). The following is a list that will display in the Order Placed By field: Website Webservice Batch Legacy OPC XML 2.1 XML 2.4 XML 2.3.1 LOL Update Individual Orders - With this release, a checkbox titled "Life of Loan Update" has been added to the Resolve Dispute Screen. Upon submitting the dispute, the following will occur: The Determination Date will be changed to the date and time of the submit Notifications will be sent The flag LIfeOfLoanUpdate in Flood Determination will be set to TRUE. Note: This option is not available for Residential Basic. Modification to Roles – CSR, Outsource Supervisor, and Internal Mapper roles will have Resolve Dispute access. Users can view order history to ensure the process has been completed. All FDS and Manual Center reports will reflect the order is an LOL Update New ‘Assign to Available’ Option - With this release, Manual Center users (Supervisor, Manager, and Customer Support Representative) have a new option when processing orders called Assign to Available. This gives users the ability to assign an order that is currently assigned to a mapper back on the 'new order' queue and 'assigned to' name removed. Actions taken will display as follows in History. Activity: Reassign Username: <User performing the action> Date: <Date & Time of reassignment? Description: Reassigned from XXXXXX to Available Bug Fixes Re-Architect Create New Orders - With this release Manual Center Users (Manager, Supervisor, or Customer Service Representative); the following changes have been made to the process of creating a batch of new orders Batch orders will not duplicate Batch order will not time out Turn around time (24 hourse) for clients Production batches will be scheduled for the following Central Times: 9 AM, 12 PM, 3 PM, & 6 PM (weekdays) The following changes have been made to the process of creating a batch under the Batch Tab Userr can enter a description for the batch that will be used for order history, edit queue, and results Batches are not limited to 1000 Uder the Admin Tab a new option titled "Edit Batch Order Queue" has been added. Items found in the batch: User, Requesting User, Requested Date, Order Count, Contact, Descrpiption
2015.1.3 | April, 2015 | New Features: Move order from one username to a different username (1) Flood MC - Supervisor or (2) Flood MC Customer Service Representative Roles – Users can move orders from one username to a different username within the same account as well as within a different account. Search - When searching for a user - active, paid off, cancelled, and transferred orders are included. When searching for a user that does not exist - an error message will display. When a user is found with no orders - an error message will display. Search Results - When a user with orders is found - breakout per Lender Contact, Account and Order Count. Mover Orders To - Once a lender contact grouping has been selected, manual center users can view and select (1) the New Account for the orders (2) the New User for that Account (3) the new Lender Contact for the selected new user & (4) allow the user custom text. Order History – Users can see a line item in order history for a certificate that has been moved. Move Order Results Queue With this release, the Move Order Results queue has been added. The results to display on the More Order Results Report are; Requesting User, Requested Date, Order Count, Previous Account, Previous User, Previous COntact Lender, Updated Order Count, New Account, New User, New Lender Contact, and Description. Results will remain for 90 days. Ability to CHange Loan ID on Transfers - With this release, users can view (defaulted to the loan number from the certificate) and edit the Loan Number. It is not a required field. If the Loan number changes, there will be an entry in order history indicating activity/username/date/description updated laon number/username/date/loan number changed from xxxxxx Outsource Provider added to Determination Information - With this release, users have the option to view the Outsource Provider in the Determination Information Section of the Order. After the title “Outsource Provider,” the manual center user will be able to determine what party (WKFS, Corelogic, or LPS) performed the geocoding. New Fields added to History Results - The following bolded fields have been added to History, in results display (in below order). Certi # Loan Status Username (NEW) Borrower Loan # Address City State (NEW) Zip Entered Date Determination Date Zone Assigned To Service Level (NEW) Determination Type - Auto, Manual, or In Progress (NEW) New Field Added to Manage Work Results - The 'Service Level' field has been added to Manage Work Results. Updates: Lender Contact Pairing not updating when contact is changed - Previously, when updating a Contact in EA, the updated information was not passed through to the FDS Defaults display to ensure that the new contact information was getting paired. With this release, as an Admin user attempting to edit a contact in EA, updated information (contact name) in the FDS Defaults Lender Contact pairing will display. Individual Contacts are 'blanked' when they should be "removed" from the user default pairing - The issue of displaying blanks for individual contacts instead of removing them from the display has been resolved. Individual contacts will no longer display on the Lender Contact to Pair section of the screen. The display will show only entity contacts.
2015.1.2 | February, 2015 | New Features: New Filters on "My Work" & "Manage Work" Tabs RMSI is now available for LOL orders Updates: Parcel Number field added on 'Edit Clean Address' screen Create a Batch Order with a Username that falls below the 100 limit Manual Notification Email - users can view and update the email address that resides in the database (table: flood order info) for manual notifications. This can be done under the Edit Menu for all the roles with the exception of Outsource Mapper & Outsource Supervisor. Recertification History for CT Lien issue has been resolved Sorting historical data is now available in My Work and Manage Work
2015.1.1 | January, 2015 | Updates: FEMA Form: Collect Parcel Number (Phase 1) Fields in Manual Center, FDS, and Web Service previously containing "NA" now contain "NOT MAPPED." Recertification History Note issue was resolved