Updates, Enhancements and Bug Fixes
Summary
This release enhances Collect with features like session-persistent selections, improved balance adjustment processes (including interest tracking and clearer validations), payment source visibility, and native portfolio splitting. Post-Placement Requests were expanded with new options, including bulk SFTP handling. The Control Panel received a major notification management update with full user control and auditing. Some bugs were fixed across modules, and automated tests were executed to validate major flows.
Market
Fixed Bugs in Market
- We’ve fixed the display order of Approved NDAs in the Market > Portfolio Details Page > Unmasked Data > Display Approved NDAs section.
- Resolved an issue that prevented internal users from viewing or updating bid values—these actions are now fully functional.
- Fixed a bug where system-generated error sheets were missing header filters.
- We fixed an issue that blocked the e-signature process during PSA/BOS flows when using the e-sign simulation.
Collect
- The “Select a Placer/Creditor” boxes were enhanced to retain user selections throughout their session, even across different pages within Collect, improving efficiency and creating a more convenient workflow.
- We updated the SFTP Balance Adjustment process and template. Users can now directly add new interest amounts during the adjustment. Previously, users could only adjust balances without including interest, which limited flexibility in certain financial corrections. Additionally, we added and updated several columns in the template (e.g., TotalPaymentAmount, InterestID, TotalPaymentReversal, and NewFeeReversal). Users can now enter valuable information into their accounts and manage adjustments more efficiently in one step, saving time and reducing the risk of errors.
- Improved payment tracking: on the Account Details page in Collect, within the Account Ledger component, you can now clearly see the payment log for the account. It explicitly indicates whether payments were made directly to the Placer (“Direct Payment”) or to the Vendor (“Payment”).
- We updated the Post-Placement Information Requests flow in Collect. We enabled requests to be closed, withdrawn, or resubmitted based on the recipient’s provided reason. Additionally, we added support for sending Post-Placement Recall, Return, and Info Answer requests via SFTP. We also enhanced the Withdrawn feature to support bulk withdrawal of requests through SFTP. This adds more accuracy, security and clarity to communication and process, reducing confusion and streamlining interactions.
- Portfolio splitting can now be performed directly within Collect before sending to Market, optimizing the portfolio management process.
- We’ve enhanced Balance Adjustment validations in Collect by introducing new checks and clearer error messages. The system now pinpoints specific issues in uploaded reports — for example, flagging when “Credit ID is empty, but credit values are filled”, or when “the result of the operation does not match the provided updated total account balance”. With these more precise messages, users can quickly identify and fix issues, saving time and reducing frustration.
Fixed Bugs in Collect
- Fixed a bug that prevented the filters from loading correctly on the Post Placement Manager page in Collect.
- Resolved an issue where vendors could incorrectly see the charge-off button in Collect. The button no longer appears to them, aligning with the original design.
- We fixed the bulk selection button in the Collect Resting Area so its options box now opens reliably, and users can consistently select or unselect all rows of the Resting Area.
Control Panel
- We’ve updated the Comply notifications system. Now, inside the Comply Section, both internal users and clients (Sellers, Buyers, Agencies and Servicers) can control which types of notifications they wish to receive. Internal users (Internal Users > Notifications) and Clients (Client Profiles > Detailed Client View > Business > Detailed Business > Notifications) can toggle notification for new licenses, expiring, accepted or rejected documents, additional requests, started or completed certification and SOP access. We also added a log (Control Panel > Audit) which records all changes made to notification settings. This log includes details about which notifications were toggled and when. This gives users autonomy to manage relevant notifications and ensures traceability of changes, improving clarity and focus.
Automated Tests
- Executed a series of automated tests:
- Create Recall/Return requests post-placement flow.
- Add more headers to Recover and change header order in the template
- Create Recall/Return requests post-placement flow automated p2
Release Note 20250401