October 23 UAT release: PDF workflows, reconciliation context, and UAD configuration

This October 23, 2026 UAT release expands support for PDF-based appraisal workflows, improves visibility into assignment and reconciliation, and adds UAD configuration capabilities. It also includes important fixes for appraisal data synchronization and rule evaluation, along with continued improvements to rule quality and user experience.

What's new

PDF order workflow enhancements

• PDF orders can now progress through standard review and finalization workflows, providing a more consistent experience across supported appraisal formats.

• Added support for generating PDF artifacts for PDF-based orders.

Reconciliation enhancements

• Added Order ID and Appraiser name to the Reconciliation screen, providing reviewers with additional context and making it easier to identify the appraisal being reviewed.

UAD configuration enhancements

Added configurable package validation capabilities, allowing UAD package checks to be enabled for designated clients.

What's changed or improved

Assignment and workflow improvements

• Expanded assignment processing to support direct platform assignment as an assignment type.

• Reviewer assignment events are now sent when applicable orders are tiered, improving synchronization between Collateral Investigate and integrated platforms.

Rule quality improvements

• Updated the subject bedroom count rule to improve evaluation accuracy.

• Corrected rule wording and variable mappings to provide more accurate and understandable findings.

• Continued analysis and remediation of rules that were not firing as expected, including external data and sales comparison adjustment rules.

Platform and user experience improvements

• Continued frontend quality improvements to enhance stability, maintainability, and the overall user experience.

What's fixed

• Fixed an issue where appraisal data could become out of sync when a new appraisal submission was received.

• Fixed rule evaluation behavior related to subject bedroom counts.

• Fixed incorrect wording and variable mappings within applicable review rules.

• Fixed rule execution issues identified through ongoing analysis of external data rules.

• Fixed rule execution and coverage issues identified in sales comparison adjustment percentage rules.

• Addressed workflow issues to ensure PDF orders can successfully progress through standard review and finalization processes.

• Fixed various frontend quality and reliability issues to improve overall platform stability.

Recommended UAT focus areas

For this release, we recommend focusing validation on:

1. ROV workflows, particularly checklists, findings, reviewer assignments, and tier selection.

2. Checklist configuration, including multi-column sections, preview, and PDF output.

3. Assignment logic, particularly the new Require any date option and tier-priority behavior.

4. PDF orders, including order identification, Order details, and artifact generation.

5. Finalization, including the 1–5 appraiser rating and CU score display.

6. Artifacts, particularly Category filtering, decimal appraisal values, and findings/comments across versions.

7. Associated files, including Uploaded by values and sorting behavior.

8. Rules, including expected firing behavior and Form viewer highlighting.

Support

If you encounter any issues or have feedback during UAT testing, please submit a ticket here.

New feature screenshots

None for this release.