Collateral Investigate™
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July 2026
Production release
Invoice Detail and Attachment Naming Enhancements
Collateral Investigate™
Configurable CMS Dashboard with Pinned Orders, Combined Revision Request Messaging, and Auto-Populated Reviewer Info
UAD 3.6
Production release
Customizable Vendor Order Columns, ROV Disclosure Controls, and UAD 3.6 Reporting
UAD 3.6
UAT release
UAT Preview: Customizable Order Columns, ROV Disclosure Controls, and New Reporting Module
Collateral Investigate™
Checklist Data Now in Review Events and PDFs, Infinite Scrolling for Lists, and Non-Fatal UAD Rules Disabled
Collateral Investigate™
New "Revision Needed" Flag for Manual Findings, Per-Version Disposition Tracking, and Rule Evaluation Fixes
June 2026
Collateral Investigate™
New UAD Data Extraction Fields, Flexible Assignment Routing, and Cross-Environment Rule Migration Land in UAT
Collateral Investigate™
Checklist-to-Tier Assignment, Expanded GetNext Prioritization, and New Document Types Land in UAT
Collateral Investigate™