Compliance Safety Net Release Notes

The release notes for Compliance Safety Net have been moved to this page:

https://trustagecompliancesolutions.clickhelp.co/articles/#!technical-documentation/compliance-safety-net-release-notes

This document notes the major software developments for Compliance Safety Net from version 1.4 to 2.248.

Credit insurance update (2.248)

A new optional field has been added to Compliance Safety Net to define the debt protection calculation when multiple plans are grouped under a single protection calculation account. If only one plan is associated with the account, no value is needed. For accounts with multiple plans, the field determines the correct calculation based on the plan type (1 = death, disability, and involuntary unemployment, 2 = death and disability, 3 = death). This field is required only for certain clients’ calculation files. If you’re unsure if this applies to you, please refer to your credit insurance training materials. Reference: CHANGE-8034

Fee deletion issue (2.247, 2.241.3)

Compliance Safety Net has been updated to address an issue where fees could not be deleted in the application. Reference: CHANGE-8220

Text overlap issue (2.247, 2.241.3)

Compliance Safety Net has been updated to address an issue where text and fields would overlap in the application for the 777HI Notice of Mortgage, Pledge or Purchase document. Reference: CHANGE-8217

Usury feature update (2.247)

Compliance Safety Net has been updated so that the usury feature appears correctly for clients licensed to use the functionality. Clients who are licensed for usury analysis can toggle the usage of the functionality in the user interface. Reference: CHANGE-8151

Borrower Authorized Signer capacity update (2.247)

Compliance Safety Net has been updated to preserve data related to Borrower Authorized Signer capacity when resuming a session so data does not have to be re-entered. Reference: CHANGE-8118

Static document update (2.246)

Compliance Safety Net has been updated to address an issue where static documents were not always being included in Session API calls. Reference: CHANGE-7866

Static data mapping update (2.246)

Compliance Safety Net has been updated so that several datapoints for the 250VA Virginia Application for Transfer and Supplemental Liens document are prepopulated as expected. Reference: CHANGE-7792

Business Loan Application update (2.246)

Compliance Safety Net has been updated so that Business Loan Application data appears on logical tabs in the application. Reference: CHANGE-7779

North Carolina static document update (2.245)

Compliance Safety Net has been updated to address an issue where secondary collateral data was not always rendering correctly on the 250NC Notice of Lien for Watercraft document. Reference: CHANGE-8058

Session call update (2.244)

Compliance Safety Net has been updated to address an intermittent issue where attempting to use the Session API call to process a loan without the use of Compliance Safety Net would result in an error. Reference: CHANGE-8161

Custom Provision display update (2.244)

Compliance Safety Net has been updated to address an issue where Custom Provision text that used format script tags would not always render on documents correctly. Reference: CHANGE-8033

Rolodex functionality improvements (2.244)

Our rolodex functionality allows users to provide a list of items in Configuration that can be used as a list of items to select from for a field in Compliance Safety Net. This functionality has been updated to address missing labels for Customer Identification Verification Program information. Reference: CHANGE-8008

Performance improvement (2.243)

Compliance Safety Net has been updated to improve the performance of the process used to check for published Configuration data in the cloud. Reference: CHANGE-8103

Visual Entity Tree update (2.243, 2.241.2)

Compliance Safety Net has been updated so that the Visual Entity Tree honors links between resolving party relationships. Reference: CHANGE-8035

Duplicate field issue (2.242, 2.241.1)

Compliance Safety Net has been updated to address an issue where the Interest rate loan option selected field would display more than once on the Farm Credit Disclosures tab. Reference: CHANGE-8044

Static data mapping update (2.241)

Compliance Safety Net has been updated so that several datapoints for the 247LA Louisiana Vehicle Application document are prepopulated as expected. Reference: CHANGE-7402

Angular 18 update (2.240)

Compliance Safety Net has been updated to the Angular 18 framework. Reference: CHANGE-7988

Resolving party certifier authorized signer issue (2.240)

Compliance Safety Net has been updated to address an issue where the manager capacity description was missing on the Resolutions tab for resolving party certifier authorized signers. Reference: CHANGE-7288

Entity information issue (2.239)

Compliance Safety Net has been updated to address an issue where the General Information and Transaction Information tabs did not always display entity information reliably. Reference: CHANGE-7922

Payment Calculations update (2.238)

The Payment Calculations workflow of Compliance Safety Net has been updated to perform the threshold calculations to determine if High Cost Mortgage rules apply to HELOC loans. Reference: CHANGE-7783

Credit insurance certificate updates (2.238)

Compliance Safety Net has been updated to incorporate several data element and calculation changes for use on credit insurance certificates. Reference: CHANGE-7547

Collateral modification support added (2.238)

A Collateral Modification tab has been added to the Loans workflow of Compliance Safety Net to allow users to identify collateral being impacted in collateral modification transactions. Reference: CHANGE-7495

Lock/hide checkbox list items (2.236)

Compliance Safety Net has been updated so that checkbox list items defined in the Lending Common Settings data set of Configuration can be locked and/or hidden at transaction time. Reference: CHANGE-7692

Farm Product Potential Buyer Authorized Signer role update (2.235)

Compliance Safety Net has been updated so that the Farm Product Potential Buyer Authorized Signer role is only required when it is linked to an entity. Reference: CHANGE-7830

Document rendering issue (2.235)

Compliance Safety Net has been updated to address an issue where the last name of the Account Owner was not always rendering on documents correctly. Reference: CHANGE-7776

Static custom document checkbox support added (2.235)

Compliance Safety Net has been updated to add support for the use of checkboxes in static custom documents. Reference: CHANGE-7763

Payment Calculations updates (2.235)

Several minor updates were made to the Payment Calculations functionality in Compliance Safety Net. Reference: CHANGE-7677

Multiple notary issue (2.234)

Compliance Safety Net has been updated to resolve an issue where multiple notary functionality did not always function as expected. Reference: CHANGE-7765

Entity/Role identification description duplication issue (2.233)

Compliance Safety Net has been updated to resolve an issue where identification description data was displayed multiple times in scenarios involving entities with multiple roles in a transaction. Reference: CHANGE-7769

Null handling issue (2.231)

Compliance Safety Net has been updated to address an issue related to null values being passed in when launching a new session. Reference: CHANGE-7693

TXL merge order update (2.231)

Compliance Safety Net has been updated to improve the way TXL data from the partner platform and Configuration is handled and merged when launching a new session. Reference: CHANGE-7683

Visual Entity Tree signing agent update (2.231)

The Visual Entity Tree functionality of Compliance Safety Net has been updated to fully support signing agents for lending transactions. Reference: CHANGE-7637

HTML tag display issue (2.231)

Compliance Safety Net has been updated to address an issue where HTML tags would display on UI labels. Reference: CHANGE-7243

Document rendering issue (2.229)

Compliance Safety Net has been updated to address an issue where documents would not always render when using certain document library versions. Reference: CHANGE-7718

HTML tag display issue (2.229)

Compliance Safety Net has been updated to address an issue where HTML tags would display on UI labels. Reference: CHANGE-7206

Lending Entity Defaults support modified (2.228, 2.227.1, 2.219.4)

CHANGE-7042 added support for the use of the new Lending Entity Defaults tab in Configuration. This functionality is being temporarily removed from Compliance Safety Net. Reference: CHANGE-7684

Visual Entity Tree dialog box display issue (2.228)

Compliance Safety Net has been updated to address an issue where dialog boxes were not always displayed correctly when using the Visual Entity Tree. Reference: CHANGE-7601

Borrower/Owner role linking update (2.228)

Compliance Safety Net has been updated to support role linking between non-individual borrowers and owners. Reference: CHANGE-7508

Power of Attorney - Watercraft update (2.227)

Compliance Safety Net has been updated so that the Florida version of the Power of Attorney - Watercraft document prepopulates with the correct Vessel Year information. Reference: CHANGE-7664

Static data mapping tool update (2.227)

Compliance Safety Net has been updated to address an issue where changes made to mapped datapoints for static documents were not always being prepopulated on documents as expected. Reference: CHANGE-7640

Lending Entity Defaults support added (2.227, 2.219.2)

Compliance Safety Net has been updated to add support for the use of a new Lending Entity Defaults workflow in Configuration. This workflow allows users to set up entities with the following roles for defaulting in Compliance Safety Net sessions: Deed of Trust Trustee, Financial Institution Authorized Signer, Insurance Company, Notary, Recordable Document Preparer, Recordable Document Return to Party, and Attorney in Fact. Reference: CHANGE-7042

Signing agent updates (2.226)

Compliance Safety Net has been updated to extend signing agent functionality to authorized signers. Additionally, signing agent functionality has been improved so that signing agent entities can have additional roles in transactions. Please note that this update requires the use of IntelleDoc Solutions version 9.93 or above. Reference: CHANGE-6944

Static data mapping update (2.225)

Compliance Safety Net has been updated so that the mapped address datapoints for several static documents are prepopulated as expected. Reference: CHANGE-7402

TXL conversion update (2.225, 2.223.1, 2.219.3)

Compliance Safety Net has been updated so that base64 encoded TXLs are converted to UTF-8 instead of ASCII during the decoding process. This change was made to address issues related to the use of special characters. Reference: CHANGE-7307

Visual Entity Tree error (2.224)

Compliance Safety Net has been updated to address an issue where attempting to download a TXL after supplying information for the Visual Entity Tree and Notary tab would result in an unhandled exception. Reference: CHANGE-7562

Real Property Recordation and Transfer Tax Form update (2.224)

Compliance Safety Net has been updated so that the Washington, D.C. version of the Real Property Recordation and Transfer Tax Form document includes mapped Grantor and Grantee names. This change was made so that Grantor and Grantee names do not have to be overridden using DocumentDataValues. Reference: CHANGE-7340

TFA error (2.224)

The TFA workflow of Compliance Safety Net has been updated to address an issue where errors would occur in certain situations. Reference: CHANGE-7168

Balloon loan update (2.223)

Compliance Safety Net has been updated to address issues with certain balloon loan scenarios. Reference: CHANGE-7413

Added support for promptable collateral descriptions on the UCC-1 (2.223)

Compliance Safety Net has been updated to add support for the creation of promptable UCC-1 descriptions. If these descriptions are defined in Configuration, they will appear on the UCC tab in Compliance Safety Net. Reference: CHANGE-7015

Certificate of Title for North Carolina data display update (2.222)

Compliance Safety Net has been updated to address an issue where the North Carolina version of the Certificate of Title document did not display collateral information in the Vehicle section as expected. Reference: CHANGE-7403

Document render issue (2.221, 2.219.1)

Compliance Safety Net has been updated to address an issue where static documents did not always load completely. Reference: CHANGE-7522

Document reference support added (2.220)

A Referenced Security Documents tab has been added to the Loans workflow of Compliance Safety Net to capture document references. When automated reference functionality is used, only a single freeform data element will appear to capture manual references. Reference: CHANGE-7019

Date picking field issue (2.219)

Compliance Safety Net has been updated to address an issue where the function used for date picking was not positioned in a static way. Reference: CHANGE-7405

Missing Trust/Trustee link issue (2.219)

Compliance Safety Net has been updated to address an issue where the system would incorrectly report missing required links related to trust entity information. Reference: CHANGE-7399

Trust certification update (2.219)

Compliance Safety Net has been updated to improve the performance of processing information related to trust certification. Reference: CHANGE-7294

Control Agreement Institution/collateral link update (2.219, 2.216.2, 2.208.4)

Compliance Safety Net has been updated to support linking between a Control Agreement Institution and collateral to match a recent document library change. Reference: CHANGE-7245

Credit insurance mapping updates (2.219)

Compliance Safety Net has been updated to incorporate several mapping updates related to credit insurance data. Reference: CHANGE-6948

Partner configuration update (2.218)

Compliance Safety Net has been updated so that the partner configuration settings correctly honor CanBeEmpty parameters. Reference: CHANGE-7381

Static document association issue (2.218, 2.216.1, 2.213.2, 2.208.3)

Compliance Safety Net has been updated to address an issue where static documents were not always rendering correctly. Reference: CHANGE-7367

Configurable banner update (2.217)

Compliance Safety Net has been updated so that the configurable, informative banner at the top of the screen can be dismissed. Reference: CHANGE-7253

Entity links/relationships update (2.216)

CHANGE-7058 updated Attestor/Corporate Mortgagor links in Compliance Safety Net. Additional work has been completed to address an issue where incorrect data related to entity linking/relationships was getting cached at the document library level. Reference: CHANGE-7320

Deprecated data element update (2.215, 2.213.1, 2.208.2)

Compliance Safety Net has been updated to address an issue related to a deprecated data element that caused transactionDataComplete to be returned as false. Reference: CHANGE-7263

startSession modification (2.215)

Compliance Safety Net has been updated so that the redirectUrl and notificationUrl included in the startSession API call are anonymized in diagnostic files. Reference: CHANGE-7036

Visual Entity Tree update (2.214)

The Visual Entity Tree functionality of Compliance Safety Net has been updated to improve the layout/appearance of optional signers. Reference: CHANGE-7141

Attestor/Corporate Mortgagor link update (2.214)

Compliance Safety Net has been updated to optionally add an Attestor signature section to the Commercial RESI or Consumer RESI when the collateral is located in D.C. and when the Mortgagor is a Corporation. Reference: CHANGE-7058

Package updates (2.214)

Some third-party packages were updated to improve the performance of Compliance Safety Net. Reference: CHANGE-6826

Visual Entity Tree update (2.213)

Compliance Safety Net has been updated to address an issue related to the Architectural Firm Authorized Signer role. Reference: CHANGE-7218

Notary tab display update (2.213)

Compliance Safety Net has been updated to improve the way required information is displayed on the Notary tab. Reference: CHANGE-6442

Signing relationship update (2.212)

Compliance Safety Net has been updated to address an issue where signing relationship functionality was not always working as expected. Reference: CHANGE-7188

Visual Entity Tree update (2.211, 2.210.1)

Compliance Safety Net has been updated to address an issue where the application would attempt to pull in data related to the Visual Entity Tree, even when it was disabled by partner configuration. Reference: CHANGE-7162

Static document data sort update (2.210, 2.208.1)

Compliance Safety Net has been updated so that the data used on static documents is sorted by suffix/entity ID. Reference: CHANGE-6746

Static data mapping update (2.210, 2.208.1)

Compliance Safety Net has been updated so that the mapped address datapoints for the 371NE Effective Financing Statement and 372NE Effective Financing Statement Continuation/Termination static documents are prepopulated as expected. Reference: CHANGE-6847

Deprecated datapoint update (2.210, 2.208.1)

Compliance Safety Net has been updated to clean up deprecated data related to notary expiration date. Reference: CHANGE-7046

Security upgrade for session URLs (2.210, 2.208.1)

Compliance Safety Net has been updated to increase the length of session URLs. This update improves the security of transactions. Reference: CHANGE-7133

Payment Calculations issue (2.210, 2.208.1, 2.206.3, 2.202.4)

The Payment Calculations workflow of Compliance Safety Net has been updated to address an issue where the application would sometimes reference a data element that did not exist in the transaction, resulting in an error. Reference: CHANGE-7163

Sherman error handling (2.210)

Compliance Safety Net has been updated to provide better error messaging for Sherman XML errors. Reference: CHANGE-7171

Notary tab issue (2.209, 2.208.1, 2.206.3)

Compliance Safety Net has been updated to address an issue where the Notary tab did not display the indicator for required data for witness information as expected. Reference: CHANGE-7128

Existing Mortgagee display update (2.209, 2.208.1)

Compliance Safety Net has been updated to display Existing Mortgagee information in the Consumer Real Estate Entity Links section displayed on the Collateral tab. Reference: CHANGE-7114

Visual Entity Tree support added (2.209)

Compliance Safety Net has been updated to add support for an upcoming UI change. The Visual Entity Tree will allow users to manage role assignment and entity links in one space, rather than being required to navigate between various subtabs to establish relationships in a transaction. Reference: CHANGE-6980, CHANGE-6020, CHANGE-2993

.NET 6.0 update (2.208)

Compliance Safety Net has been updated to version 6.0 of the Microsoft .NET framework. Reference: CHANGE-7087

Financial reporting covenant data update (2.208, 2.206.2, 2.202.3)

Compliance Safety Net has been updated so that financial reporting covenant data is grouped in a more intuitive way. Reference: CHANGE-7050

Data deletion update (2.208)

Compliance Safety Net has been updated so that reporting covenant, prepayment penalty, and partial prepayment penalty data can be deleted collectively. Reference: CHANGE-6445

Configuration TXL upload issue (2.207, 2.206.1)

Compliance Safety Net has been updated so that an error is no longer thrown when a TXL uploaded in Configuration has no datavalue elements. Reference: CHANGE-7101

Data usage update (2.207)

Compliance Safety Net has been updated so that several documents make use of a general application date or transaction date unless an existing document, note, or disclosure date is supplied. These dates most often appear at the top of a document in a table or in a recital section. Documents will also make use of a general principal amount unless an existing, document-specific principal amount is supplied. Existing and document-specific data will override general data. This update also provides users with greater blank field controls related to this data. Reference: CHANGE-6917

TCPA Consent to Contact support added (2.207)

Compliance Safety Net has been updated to add support for TCPA Consent to Contact language to be used on consumer lending documents, based on existing language from the TruStage Compliance Solutions Classic product. Reference: CHANGE-6869

Role Assignment tab update (2.207)

Compliance Safety Net has been updated to ensure that Trust related data only appears for Trust entities on the Role Assignment subtab. Reference: CHANGE-5763

Static document display error (2.206)

Compliance Safety Net has been updated to address an issue where attempting to display static documents could result in an error. Reference: CHANGE-7069

Data handling update (2.206, 2.202.2)

Compliance Safety Net has been updated so that the application can handle transactions marked as secured with no valid collateral defined. Reference: CHANGE-7060

Compliance evaluation update (2.206)

Compliance Safety Net has been updated so that compliance evaluation is performed before switching workflows, regardless of whether the Compliance Evaluation toggler is set to Automatic or Manual. Reference: CHANGE-7026

Field attribute update (2.206)

Compliance Safety Net has been updated to allow Configuration users to make certain optional fields required. Reference: CHANGE-6435

Job aid and Compliance Safety Net online help links updated (2.205, 2.202.2)

Compliance Safety Net has been updated to provide new job aid links and the Compliance Safety Net Assistance link in the footer of the application. Reference: CHANGE-7021

New cover sheets added (2.205, 2.203.2, 2.202.1)

Compliance Safety Net has been updated to support the use of new cover sheet documents to go along with recordable documents in Missouri and Washington. Reference: CHANGE-7016

Payment Calculations updates (2.205, 2.202.2)

The Payment Calculations workflow of Compliance Safety Net has been updated to address several minor bugs related to the user interface. Reference: CHANGE-6996

Liabilities tab update (2.205)

Compliance Safety Net has been updated so the account information that appears on the Liabilities subtab is grouped in a more logical way. Reference: CHANGE-6900

Authorization for Payoff update (2.205)

Internal logic has been updated related to the credit accounts paid off by the proceeds of a loan that are displayed on the DL6028 Authorization for Payoff document. Additionally, a new document was created, the DL6623 Notice of Payoff document. Reference: CHANGE-6712

Resolution relationship removal support added (2.205)

Compliance Safety Net has been updated to add support for the removal of relationships related to resolutions. Reference: CHANGE-6552

Credit insurance mapping updates (2.205)

Compliance Safety Net has been updated to incorporate several mapping updates related to credit insurance data. Reference: CHANGE-6412

Save/Submit button issue (2.204, 2.203.1)

Compliance Safety Net has been updated to correct an issue where the Save/Submit button was disabled. Reference: CHANGE-7006

Demographic data collection support added (2.204)

Compliance Safety Net has been updated to support demographic data collection required under the recent amendments to Regulation B that is used on the DL4047 Government Monitoring Information for Small Business document. Reference: CHANGE-6849

Added support for Third Party Lender SBA 504 loans (2.203)

Compliance Safety Net has been updated to support upcoming FXL changes related to Third Party Lender SBA 504 loans. Reference: CHANGE-6858

Deed of Trust Trustee linking issue (2.202, 2.198.2, 2.190.2)

CHANGE-6398 added support for role linking involving various Deed of Trust Trustee roles and collateral. Issues were discovered related to this change and the functionality has been temporarily removed. Reference: CHANGE-6945

Version display issue (2.202)

Compliance Safety Net has been updated to address an issue where the application version was not always displayed as expected when the application starts. Reference: CHANGE-6933

Payment Calculations issue (2.202)

Compliance Safety Net has been updated to address an intermittent issue where the system would attempt to launch the Payment Calculations workflow when it was not required by a transaction. Reference: CHANGE-6924

Package updates (2.202)

Some third-party packages were updated to improve the performance of Compliance Safety Net. Reference: CHANGE-6912

Added support for hiding undefined fields (2.202)

Compliance Safety Net has been updated to allow users to hide optional fields in the application that are not defined in Configuration. Reference: CHANGE-6434

Invalid character warning message (2.201)

Compliance Safety Net has been updated to address an issue that resulted in an invalid character warning message. Reference: CHANGE-6921

Static data mapping update (2.201)

Compliance Safety Net has been updated so that the mapped datapoints for the 253MS Mississippi Motor Title Application static document are prepopulated as expected. Reference: CHANGE-6831

Payment Calculations issue (2.200, 2.198.1)

CHANGE-6822 enabled functionality to not require users to switch to the Payment Calculations workflow by default in the application. Compliance Safety Net has been updated to resolve some data scenarios where clients were using a license key that had this functionality enabled, but the partner configuration did not allow users to switch workflows. Reference: CHANGE-6911

Diagnostic file update (2.199)

Compliance Safety Net has been updated to address an issue where the diagnostic file did not always contain complete information. Reference: CHANGE-6878

Missing required data update (2.199)

Compliance Safety Net has been updated to identify and store a list of data that is required for a transaction for collection by the end user. Reference: CHANGE-6680

Payment Calculations update (2.198)

Compliance Safety Net has been updated so that the behavior to not require users to switch to the Payment Calculations workflow (see CHANGE-6226 and CHANGE-6711) is enabled by default in the application without the need to update partner configuration settings. The option to opt-out of this behavior has also been implemented. Reference: CHANGE-6822

Broker/Agent role linking update (2.198)

CHANGE-6362 added support for role linking involving several broker and agent entity types. Additional changes have been made to correct an issue where role linking was required erroneously. Reference: CHANGE-6766

Rolodex functionality improvements (2.198)

Compliance Safety Net has been updated to address an issue where using our rolodex functionality would sometimes cause promptable provision selections to disappear and script tags to display on documents. Reference: CHANGE-6292

Static data mapping update (2.197)

Compliance Safety Net has been updated so that the mapped datapoints for the newly added 1101BA UCC Financing Statement static document are prepopulated as expected. Reference: CHANGE-6841

Guarantor/Guarantor Spouse linking update (2.196)

Compliance Safety Net has been updated to improve the logic related to guarantor/guarantor spouse links. Reference: CHANGE-6442

Notary tab navigation error (2.195)

Compliance Safety Net has been updated to address an issue where navigating away from the Notary tab could result in an error. Reference: CHANGE-6767

Preview document support update (2.194)

Compliance Safety Net has been updated to support rendering preview documents in Underwriting status. Reference: CHANGE-6774

Diagnostic file update (2.194)

Compliance Safety Net has been updated so that encrypted client FXL files are included with diagnostic data to streamline the troubleshooting process. Reference: CHANGE-6773

User interface update (2.194)

Compliance Safety Net has been updated to reflect current branding standards. All references to “TruStage Compliance Solutions” have been changed to “TruStage Compliance Solutions” and all references to Compliance Safety Net have been changed to “Compliance Safety Net”. Reference: CHANGE-6600

Recording data update (2.194)

Compliance Safety Net has been updated to address an issue where recording data was not always displayed as expected. Reference: CHANGE-6443

Payment Calculations update (2.194)

The Payment Calculations workflow of Compliance Safety Net has been updated to allow for the calculation of consumer loans with seasonal or other irregular paydowns of principal in addition to the regular installment amounts to the loan. Reference: CHANGE-6375

Signature Block Overrides tab display issue (2.193, 2.190.1)

Compliance Safety Net has been updated to address an issue where the content on the Signature Block Overrides tab was not appearing as expected. Reference: CHANGE-6772

Entities tab update (2.192)

Compliance Safety Net has been updated so the collateral information that appears on the Transaction Information subtab is grouped in a more logical way. Reference: CHANGE-6692

Rolodex functionality improvements (2.192)

Our rolodex functionality has been updated to address an issue where the Other option was not appearing in the drop-down list as expected. Reference: CHANGE-6565

Payment Calculations update (2.191)

Compliance Safety Net has been updated at the partner level so that users are no longer required to enter the Payment Calculations workflow when all required data has already been mapped from the partner, entered in Configuration, or entered in a prior Runtime session that has been saved. Reference: CHANGE-6711

Multiple notaries update (2.191)

Compliance Safety Net has been updated to address an issue where notary venue state was not required when a notary was added on the Entities tab. Reference: CHANGE-6682

Credit insurance mapping updates (2.191)

Compliance Safety Net has been updated to incorporate several mapping updates related to credit insurance data. Reference: CHANGE-6618

Tenant/Collateral linking update (2.191)

Compliance Safety Net has been updated to address an issue where tenant/collateral links were not always honored. Reference: CHANGE-6604

Signing agent linking update (2.190)

Compliance Safety Net has been updated to remove the prompt for signing agents in a transaction to be linked to a parent entity. Reference: CHANGE-6697

Missing data alert (2.190)

Compliance Safety Net has been updated to provide a mechanism to alert users when there is data missing from the transaction that cannot be collected in the application. Reference: CHANGE-6349

Theme improvement (2.189)

Compliance Safety Net has been updated to improve the theme appearance consistency for a specific business partner. Reference: CHANGE-6678

Theme display issue (2.189)

Compliance Safety Net has been updated to address an issue where the theme displayed was not always correct for some users. Reference: CHANGE-6677

Automatic compliance evaluation issue (2.188, 2.185.2, 2.181.4)

Compliance Safety Net has been updated to address an issue where automatic compliance evaluation did not always process data after entry. Reference: CHANGE-6656

Theme improvement (2.188)

Compliance Safety Net has been updated to improve the theme appearance consistency for a specific business partner. Reference: CHANGE-6654

Entity link duplication issue (2.188, 2.185.2, 2.181.4)

Compliance Safety Net has been updated to address an issue where entity relationships were being duplicated. Reference: CHANGE-6646

Guaranty date issue (2.188)

Compliance Safety Net has been updated to address an issue where the guaranty date would always auto-populate to the transaction date. Reference: CHANGE-6563

Land Trust role linking update (2.188)

Compliance Safety Net has been updated to support role linking from a LandTrust entity to a LandTrustTrustee or LandTrustBeneficiary entity. Reference: CHANGE-6539

Broker/Agent role linking update (2.188)

Compliance Safety Net has been updated to support role linking involving several broker and agent entity types. Reference: CHANGE-6362

TFA logic update (2.187, 2.185.1, 2.181.3)

The TFA workflow in Compliance Safety Net has been updated so that the Requestor tab is available when completing a Beneficiary Options transaction and the plan is not inherited. Reference: CHANGE-6605

Angular optimization issue (2.187)

Compliance Safety Net has been updated to remove an Angular optimization that sometimes caused the UI to load incorrectly. Reference: CHANGE-6579

Missing icon issue (2.186, 2.181.2)

Compliance Safety Net has been updated to address an issue where some icons did not display as expected. Reference: CHANGE-6580

Multiple notaries support (2.186, 2.185.1, 2.181.3)

Compliance Safety Net has been updated to add support for multiple notaries in lending transactions. Reference: CHANGE-5860

StartSessionResponse issue (2.185, 2.181.2)

Compliance Safety Net has been updated to ensure that the StartSessionResponse includes all copies of documents with the correct associations in place. Reference: CHANGE-6571

Security upgrade (2.185)

Some third-party upgrades were performed to improve the security of Compliance Safety Net. Reference: CHANGE-6548

Static document data mapping updates (2.185)

Compliance Safety Net has been updated to incorporate several static document data mapping updates. Reference: CHANGE-6467

TFA data update (2.185, 2.181.2)

Compliance Safety Net has been updated to add new TFA data for applicable transactions. Reference: CHANGE-6466

Deed of Trust Trustee linking update (2.185)

Compliance Safety Net has been updated so that the link from various Deed of Trust Trustee roles to collateral is only required when our document logic requires such a link. Reference: CHANGE-6398

Theme improvement (2.184)

Compliance Safety Net has been updated to improve the theme appearance consistency for a specific business partner. Reference: CHANGE-6531

Document Preview update (2.184, 2.181.1)

Compliance Safety Net has been updated to address an issue where the Document Preview option was available before all required data was provided. Reference: CHANGE-6499

Foreign address data grouping update (2.183)

Compliance Safety Net has been updated to improve the grouping for foreign address data. Reference: CHANGE-6414

Image addition and deletion issue (2.183)

Compliance Safety Net has been updated to resolve issues with adding and deleting images. Reference: CHANGE-6376

Transaction date update (2.182, 2.181.1)

Compliance Safety Net has been updated so that transaction dates passed in are honored and not overwritten. Reference: CHANGE-6383

Data grouping update (2.182)

Compliance Safety Net has been updated to improve the grouping for entity name data. Reference: CHANGE-5746

Iterative data issue (2.181)

Compliance Safety Net has been updated so that multiple iterations of the L_GNL_ADDL_SECU_HAGUniqueSecurityToNoteDescription data element appear on the correct entity tab. Reference: CHANGE-6327

Deal Maker export feature update (2.180)

Compliance Safety Net has been updated to remove the Deal Maker export feature from the Payment Calculations workflow. Reference: CHANGE-6393

Data grouping update (2.180)

Compliance Safety Net has been updated to improve the grouping for FinancialCovenantReportingParty data. Reference: CHANGE-6107

Mortgagor data update (2.179)

Compliance Safety Net has been updated to automate the assignment, entry, and linking of certain mortgagor data. Reference: CHANGE-6049

Signature block updates (2.178)

Compliance Safety Net has been updated so that entity and required linking errors are cleared when configuring a signature block. Reference: CHANGE-6306

SECURE Act updates (2.178)

Compliance Safety Net has been updated to reflect SECURE Act beneficiary options. Reference: CHANGE-6247

Payment Calculations update (2.178)

Compliance Safety Net has been updated so that users are no longer required to enter the Payment Calculations workflow in Compliance Safety Net when all required data has already been mapped from the partner, entered in Configuration, or entered in a prior Runtime session that has been saved. Reference: CHANGE-6226

TRID loan modification update (2.178)

Compliance Safety Net has been updated so that the Payment Calculations can be used to perform a TRID loan modification without redisclosing TRID documents. Reference: CHANGE-6103

Credit insurance certification updates (2.178)

Compliance Safety Net has been updated to add new data for use on credit insurance certificates. Reference: CHANGE-6088

Check box list issue (2.177)

Compliance Safety Net has been updated to address an issue where making multiple choices from a check box list would result in the check box list being duplicated. Reference: CHANGE-6048

Compliance Safety Net online help link updated (2.176)

Compliance Safety Net has been updated to update the Compliance Safety Net Assistance link in the footer. This link sends users to online help for Compliance Safety Net in a new browser tab. Reference: CHANGE-6346

Loan Summary issue (2.176)

Compliance Safety Net has been updated to address an issue where personally identifiable information was rendering on the Loan Summary when it was not expected. Reference: CHANGE-6310

Promptable Provisions issue (2.176, 2.174.1)

Compliance Safety Net has been updated to address an issue where using Promptable Provisions would cause the application to freeze. Reference: CHANGE-6292

Deposit workflow issue (2.176)

The Deposit workflow in Compliance Safety Net has been updated so that required questions are presented as expected when automatic compliance evaluation is in use. Reference: CHANGE-6287

Entities sidebar logic update (2.175)

Compliance Safety Net has been updated so that the entities sidebar only appears on the Entities and Collateral tabs and subtabs. Reference: CHANGE-6300

TXL data handling rollback (2.174)

Compliance Safety Net has been updated to revert a recent change due to unexpected impact to IntelleDoc Solutions. Reference: CHANGE-6256

Script tag issue (2.173)

Compliance Safety Net has been updated to address an issue where script tags would display when replacing language in the Payment Calculations workflow. Reference: CHANGE-6125

Collateral logic update (2.172, 2.171.2)

Compliance Safety Net has been updated to correct a logic error that prevented commercial collateral from being used in consumer transactions. Reference: CHANGE-6126

Partner TXL data handling improvement (2.172)

Compliance Safety Net has been updated to improve the behavior of hidden and locked data as it relates to the Partner TXL. Reference: CHANGE-5963

WXL data update (2.172)

Compliance Safety Net has been updated to add a new RoleKey for WXL files. Reference: CHANGE-5952

TFA logic improvement (2.172)

The TFA workflow of Compliance Safety Net has been updated to address an issue where users were prompted to supply the transaction type more than once when performing a request transaction. Reference: CHANGE-5864

State withholding data issue (2.171)

Compliance Safety Net has been updated to address an issue where state withholding questions were not appearing as expected. Reference: CHANGE-6123

Notary role improvement (2.171)

Compliance Safety Net has been updated so users can assign both the Notary and Subordination Notary roles to a blank entity. Reference: CHANGE-5859

Static document data mapping updates (2.170)

Compliance Safety Net has been updated to incorporate several static document data mapping updates. Reference: CHANGE-6105

Static document tab improvements (2.169, 2.168.1)

Compliance Safety Net has been updated to display static documents correctly when the corresponding static document tabs in the application are clicked. Reference: CHANGE-6056

Partner theme added (2.169)

Compliance Safety Net has been updated to add a new theme for a specific business partner. Reference: CHANGE-6051

Request for Documentation improvements (2.169)

Transactions that include Maintenance and Request for Documentation activities now allow for the manual selection of Request for Documentation events in Compliance Safety Net. Reference: CHANGE-6046

startSession modification (2.169)

Compliance Safety Net has been updated so that the startSession API call checks for datavalues and schema paths. Reference: CHANGE-6021

TFA updates (2.169)

The TFA workflow of Compliance Safety Net has been updated so that the Withholding Notice and Election section of TFA documents follows the W-4R model. Reference: CHANGE-5985

Credit insurance certification updates (2.169)

Compliance Safety Net has been updated to add new data for use on credit insurance documents. Reference: CHANGE-5950

Role linking update (2.169)

Compliance Safety Net has been updated so users can link certifiers or signers to other entities with appropriate roles directly from the certifier or signer’s role subtab. Reference: CHANGE-5723

Delta TXL update (2.168)

Compliance Safety Net has been updated so that the Runtime Delta TXL only includes datavalues that were been updated or set in the application. This update was made to prevent situations where data would have to be re-entered when it was not necessary. Reference: CHANGE-5878

Commercial credit insurance calculations added (2.167)

Compliance Safety Net has been updated to add support for commercial credit insurance calculations. Reference: CHANGE-5889

DocumentDataValues display issue (2.167)

Compliance Safety Net has been updated to address an issue where document-specific values in DocumentDataValues would display on all documents instead of only the expected documents. Reference: CHANGE-5849

Credit insurance certification updates (2.166)

Compliance Safety Net has been updated to add new data for use on credit insurance documents. Reference: CHANGE-5637

Angular 13 update (2.165)

Compliance Safety Net has been updated to the Angular 13 framework. Please note that this update ends all support for Internet Explorer 11. Reference: CHANGE-5923

Entity type issue (2.164, 2.163.1)

Compliance Safety Net has been updated to address an issue where a financial institution was sometimes assigned an entity type of Individual. Reference: CHANGE-5968

Role initialization improvement (2.163)

Compliance Safety Net has been updated to improve role initialization, so it now operates in a threadsafe manner. Reference: CHANGE-5945

DocumentDataValues improvement (2.162)

Compliance Safety Net has been updated to improve the way DocumentDataValues are handled when multiple TXLs are involved in a transaction. Reference: CHANGE-5877

Data deletion issue (2.162)

Compliance Safety Net has been updated to correct an issue where promptable provision data could not always be deleted as expected. Reference: CHANGE-5858

Repayment Language tab performance improvement (2.161)

The Payment Calculations workflow of Compliance Safety Net has been updated so that the modules displayed on the Repayment Language tab are only reloaded when a DCL call is made. Reference: CHANGE-5868

Wrench icon value issue (2.160)

Compliance Safety Net has been updated to address an issue where clicking the wrench icon for a datapoint displayed the values in descending order instead of ascending order as expected. Reference: CHANGE-5806

Numeric data issue (2.159, 2.157.1, 2.153.3)

Compliance Safety Net has been updated to address an issue where values of zero were not valid for certain TRID UI fields. Reference: CHANGE-5827

Theme improvement (2.158)

Compliance Safety Net has been updated to improve the theme appearance consistency for a specific business partner. Reference: CHANGE-5748

Entity/Role functionality improvements (2.158)

Compliance Safety Net has been updated so that: (1) When an Account Owner is not defined, a prompt is displayed in the Missing Roles section of the Entities pane (2) When the main entity is a Trust with the linked Trustee(s) already established, the checkboxes for any additional roles assigned to that entity are automatically selected.

Reference: CHANGE-5516

Trust Certification question update (2.157)

Compliance Safety Net has been updated so that the question “Is a Trust Certification required?” is only present and required for Trust entities with a role of Borrower, BorrowerAuthorizedSigner, Guarantor, GuarantorAuthorizedSigner, Hypothecator, or HypothecatorAuthorizedSigner. Reference: CHANGE-5789

Authorized Signer/Trustee linking update (2.157)

Compliance Safety Net has been updated to require that any Trust parent entities, including those acting as a BorrowerAuthorizedSigner, GuarantorAuthorizedSigner, HypothecatorAuthorizedSigner, or other AuthorizedSigner role in a transaction, be linked to a Trustee entity. Reference: CHANGE-5783

Job aid link updates (2.157)

Compliance Safety Net has been updated to include revised URLs for the available lending job aids. Reference: CHANGE-5775

Entity Type list update (2.156)

Compliance Safety Net has been updated so that the Entity Type drop-down list available when creating or modifying an entity is pulled from the contents of the document library instead of hard-coded in the application. Reference: CHANGE-5313

Added trustee entity type update (2.155)

Compliance Safety Net has been updated so that any entity created with the Add Entity or Create Entity button displays all valid entity types available for selection. Reference: CHANGE-5754

Numeric data formatting issue (2.155, 2.153.2)

Compliance Safety Net has been updated so that numeric data defaults to formatting without commas unless otherwise specified. Reference: CHANGE-5749

Payment Protection module support (2.155)

The Payment Calculations workflow in Compliance Safety Net has been updated to add support for a Payment Protection Details module. The associated information appears on the Consumer Loan Agreement and related mapped static documents. Reference: CHANGE-5719

Trust/Trustee linking requirement update (2.155)

Compliance Safety Net has been updated to eliminate Authorized Signer links from displaying as a proper Trustee/Trust link, since links of that type do not satisfy requirements. Reference: CHANGE-5515

Trust/Trustee linking enhancement (2.155)

Compliance Safety Net has been updated to ensure that a signer is required for non-individual trustees. As a result of this update, in situations where an entity has a Trustee role assigned and is not linked to a Trust entity, informative messaging is displayed for users. Reference: CHANGE-5514

Performance improvements (2.154, 2.153.1)

Internal logic has been modified to improve the performance of Compliance Safety Net. Reference: CHANGE-5713

Trust/Trustee linking update (2.153)

Compliance Safety Net has been updated to revise the links that are available for Trusts and Trustees. Reference: CHANGE-5702

Null reference exception issue (2.153)

Compliance Safety Net has been updated to address a null reference exception that was reported in logs. Reference: CHANGE-5697

Payment Calculations debug issue (2.153, 2.151.1)

Compliance Safety Net has been updated to address an issue where datapoint debug information did not appear in the Payment Calculations workflow as expected. Reference: CHANGE-5674

Error messaging/logging updates (2.153)

Compliance Safety Net has been updated to provide better error messaging and more informative logging. Reference: CHANGE-5671

Static document data mapping updates (2.153)

Compliance Safety Net has been updated to incorporate several static document data mapping updates. Reference: CHANGE-5636

High Cost Mortgage and Higher Priced Mortgage Loan support added (2.153)

The Payment Calculations workflow in Compliance Safety Net has been updated to support High Cost Mortgage and Higher Priced Mortgage Loan qualification analysis. Reference: CHANGE-4263

Session load error message improvements (2.152)

Compliance Safety Net has been updated to improve error messaging when a session fails to load. Reference: CHANGE-5661

Security upgrade (2.152)

Some third-party upgrades were performed to improve the security of Compliance Safety Net. Reference: CHANGE-5608

Subordinator/Witness linking update (2.152)

Compliance Safety Net has been updated to allow users to link a Subordinator to the SubordinatorFirstWitness and SubordinatorSecondWitness. Reference: CHANGE-5518

Trust/Trustee linking update (2.152)

Compliance Safety Net has been updated to only allow entities with a Trustee role to be linked to a Trust entity. Reference: CHANGE-5513

Make blank line issue (2.151)

Compliance Safety Net has been updated to address an issue where checking the Make blank line checkbox would mark data as deleted and resulted in an error. Reference: CHANGE-5639

Mortgage and trust data moved (2.151)

Compliance Safety Net has been updated to move several pieces of data related to mortgages and trusts so this information is now grouped in a more intuitive way. Reference: CHANGE-5512

Marital StatusType issue (2.150)

Compliance Safety Net has been updated to address an issue where a session could not be launched and an error was thrown when a TXL file contained a marital StatusType that included emptyvalue=“ignoreValue”. Reference: CHANGE-5610

Static document data mapping updates (2.150)

Compliance Safety Net has been updated to incorporate several static document data mapping updates. Reference: CHANGE-5544

Swagger improvements (2.150)

Compliance Safety Net has been updated to improve the way API endpoint data is grouped in Swagger, a third-party API development toolset. Reference: CHANGE-5148

Security upgrade (2.149)

Some third-party upgrades were performed to improve the security of Compliance Safety Net. Reference: CHANGE-5589

Payment Calculations issue (2.149, 2.147.2)

Prior to this update, when a user entered the Payment Calculations workflow in Compliance Safety Net and attempted to replace the default Payment Schedule provision language on the Repayment Language tab, the supplied text would not save. As a result of this update, the user-supplied text saves as expected. Reference: CHANGE-5564

Document preview issue (2.149)

Compliance Safety Net has been updated to address an issue where the document preview modal would remain open after a session timed out. Reference: CHANGE-5543

Edit entity name issue (2.149)

Compliance Safety Net has been updated to address an issue where attempting to remove the middle initial from an entity name would not retain the change as expected. Reference: CHANGE-5536

Credit insurance certification updates (2.149)

Compliance Safety Net has been updated to add new data for use on credit insurance certificates. Reference: CHANGE-5511

Remove image option added (2.149)

Compliance Safety Net has been updated to include a remove image option. Reference: CHANGE-5506

Document Limiter error (2.148)

Compliance Safety Net has been updated to address a RealizedSuffix error with the Document Limiter functionality that resulted in a null exception. Reference: CHANGE-5535

Distributions tab information display issue (2.148, 2.147.1)

Prior to this update, there were times where a user would upload a TXL file that included completed information that appears on the Distributions tab, but the tab erroneously showed that missing required data was needed for the transaction. This issue has been resolved. Reference: CHANGE-5534

Signature anonymization handling update (2.148, 2.147.1, 2.146, 2.144.1)

Compliance Safety Net has been updated to improve the handling of the anonymization of digital signature data. Reference: CHANGE-5524

Document SubStatus functionality support added (2.148)

Compliance Safety Net has been updated to include Document SubStatus functionality by adding a Document Limiter button to support partial document return. Reference: CHANGE-5455

Prevent UCC-1 e-filing error message (2.148)

Compliance Safety Net has been updated to prevent an error messaging from appearing when using a UCC-1 e-filing license. This update was made to support upcoming FXL changes. Reference: CHANGE-5282

Tab display logic optimization (2.148)

Compliance Safety Net has been updated to address a display issue where tab navigation would sometimes overlap in an unexpected way. Logic has been updated so expand/collapse behavior for tab navigation now functions as expected. Reference: CHANGE-4889

DCL call limitation update (2.147, 2.144.1)

Compliance Safety Net has been updated to remove the limitation on the number of DCL calls that can be made while switching workflows. Reference: CHANGE-5494

Static insurance mapping updates (2.147, 2.144.1)

Compliance Safety Net has been updated to incorporate credit insurance certification mapping updates. Reference: CHANGE-5464

Duplicate entity identifier issue (2.147)

Compliance Safety Net has been updated to address an issue with the linking consistency of the numeric duplicate entity identifier. Reference: CHANGE-5284

Rolodex functionality improvements (2.147)

Our rolodex functionality allows users to provide a list of items in Configuration that can be used as a list of items to select from for a field in Compliance Safety Net. This functionality has been expanded so lease data is grouped in a more intuitive way. Reference: CHANGE-5245

Tab key behavior update (2.147)

Prior to this update, pressing the Tab key to move between fields would include text formatting attributes. Pressing the Tab key now excludes text formatting attributes and increases user efficiency. Reference: CHANGE-3657

Security upgrade (2.145)

Some third-party upgrades were performed to improve the security of Compliance Safety Net. Reference: CHANGE-5430

Role Assignment functionality update (2.144)

Compliance Safety Net has been updated to address an issue where the Role Assignment functionality on the Entities tab was not always working as expected. Reference: CHANGE-5421

URL endpoint behavior update (2.144)

Compliance Safety Net has been updated so a full-page refresh occurs if there is a change in the URL endpoint. Reference: CHANGE-5361

Beneficial Owner logic update (2.143)

Compliance Safety Net has been updated to address an issue where the Beneficial Owner Certifier and Beneficial Owner Manager roles were required for a transaction, even in situations when the DG9080 Certification of Beneficial Owner of Legal Entity Customer document was being suppressed from the transaction. Reference: CHANGE-5291

Angular 12 update (2.143)

Compliance Safety Net has been updated to the Angular 12 framework. Please note that this update deprecates support for Internet Explorer 11. Reference: CHANGE-5275

Rolodex functionality improvements (2.142, 2.141.1)

Our rolodex functionality allows users to provide a list of items in Configuration that can be used as a list of items to select from for a field in Compliance Safety Net. This functionality has been expanded so users can select Other as an option for applicable data elements. Reference: CHANGE-5252

Static insurance mapping updates (2.142, 2.141.1, 2.138.1, 2.135.1)

Compliance Safety Net has been updated to incorporate mapping changes for translating transaction data to static documents related to credit insurance certification. Reference: CHANGE-5152

Static document data mapping updates (2.141)

Compliance Safety Net has been updated to incorporate several static document data mapping updates. Reference: CHANGE-5244

New Session page update (2.141)

The New Session page for the Dev/Test environments has been updated to hide certain content unless CSi Debug mode is selected for a transaction. Reference: CHANGE-5207

Performance optimization (2.141)

Compliance Safety Net has been updated to reduce unnecessary cache calls. Reference: CHANGE-5162

Rolodex functionality improvements (2.141)

Our rolodex functionality allows users to provide a list of items in Configuration that can be used as a list of items to select from for a field in Compliance Safety Net. This functionality has been expanded so users can select multiple provisions for certain documents called in a transaction. Reference: CHANGE-5113

About Compliance Safety Net modal update (2.140)

Compliance Safety Net has been updated to display Selected Configuration Groups in the About Compliance Safety Net modal. Reference: CHANGE-5205

Security upgrade (2.140)

Some third-party upgrades were performed to improve the security of Compliance Safety Net. Reference: CHANGE-5203

TFA logic update (2.140, 2.138.1, 2.135.1)

Internal logic has been modified so that TFA data is grouped in a more intuitive way. Reference: CHANGE-5098

Document Usage feature update (2.139)

Compliance Safety Net has been updated to address an issue where the Document Usage feature would display in unrelated help windows. Reference: CHANGE-5138

New roles added (2.139)

The roles of BusinessLoanAgreementSignatory and ChangeInTermsAgreementSignatory have been added to Compliance Safety Net to support the implementation of an upcoming change. Reference: CHANGE-5052

Alternate address information update (2.139)

Compliance Safety Net has been updated to allow users to provide an alternate description of the entity’s homestead address to render in place of the entity’s primary address on the DL2014 Affidavit of Non-Homestead Property document. Reference: CHANGE-5027

Repayment Language tab display issue (2.138)

Compliance Safety Net has been updated to address an issue where the Repayment Language tab in the Payment Calculations workflow would not always display complete repayment information as expected. Reference: CHANGE-5088

Security upgrade (2.137)

Some third-party upgrades were performed to improve the security of Compliance Safety Net. Reference: CHANGE-5084

Entities tab improvement (2.137)

Compliance Safety Net has been updated to address an issue where the sidebar on the Entities tab could not always be collapsed as expected. Reference: CHANGE-5030

Theme improvement (2.137)

Compliance Safety Net has been updated to improve the theme appearance consistency for a specific business partner. Reference: CHANGE-5005

Make blank line improvements (2.136)

Compliance Safety Net has been updated to improve the behavior of the Make blank line checkbox. Reference: CHANGE-5018

Export Documents functionality extended (2.136)

Compliance Safety Net has been updated to extend the Export Documents modal for partners using the redirectUrl property so that exporting documents also saves the session. The option to extend the modal functionality is available in the partner configuration settings of the system. Reference: CHANGE-4982

Alternate vesting information update (2.136)

Compliance Safety Net has been updated so that existing data elements used to capture, Notary acknowledgment alternate vesting information appears on the General Information tab for any non-individual mortgagor when the recordable documents are returned in a consumer or commercial transaction. Reference: CHANGE-4602

Improved exception handling (2.135)

Internal logic has been updated to improve the way Compliance Safety Net handles certain null exceptions. Reference: CHANGE-5014

Security upgrade (2.135)

Some third-party upgrades were performed to improve the security of Compliance Safety Net. Reference: CHANGE-4973

Workflow logic update (2.134)

Compliance Safety Net has been updated to address an issue where users would be forced to switch from the Tax Favored Account workflow to the Deposit workflow when there was no remaining data collection required. Reference: CHANGE-4790

Entity linking availability update (2.133)

Compliance Safety Net has been updated to make the GeneralContractorOrBuilderAuthorizedSigner entity available for linking. Reference: CHANGE-4947

Signature anonymization handling update (2.133)

Compliance Safety Net has been updated to improve the handling of the anonymization of digital signature data. Reference: CHANGE-4908

Date picking logic enhancements (2.133)

Compliance Safety Net has been updated to improve the logical behavior of the function used for date picking. Reference: CHANGE-4907

DocumentDataValues modifications (2.132)

Compliance Safety Net has been updated to fully support the use of DocumentDataValues. Reference: CHANGE-4941

Performance optimization (2.132)

Third-party code refactoring was completed to improve the performance of Compliance Safety Net. Reference: CHANGE-4866

Static document data mapping updates (2.131)

Compliance Safety Net has been updated to incorporate several static document data mapping updates. Reference: CHANGE-4806

UCC-1 e-filing enhancements (2.131)

Several enhancements were made to the new UCC-1 e-filing feature to improve the user experience. Reference: CHANGE-4805

Rolodex functionality improvements (2.131)

Our rolodex functionality allows users to provide a list of items in Configuration that can be used as a list of items to select from for a field in Compliance Safety Net. Several enhancements have been made to this functionality to prepare for future document changes. Reference: CHANGE-1865

Performance optimization (2.130)

Compliance Safety Net has been updated to reduce the loading times of license key information. Reference: CHANGE-4827

Date picking theme enhancements (2.130)

Compliance Safety Net has been updated to improve the theme behavior of the function used for date picking. Reference: CHANGE-4794

TFA updates (2.130)

Compliance Safety Net has been updated so that the new data that collects whether plan owners have reached the age of 70 ¹⁄₂ prior to December 31, 2019 now renders on the Plan Owner tab when completing a Required Minimum Distribution Notice or a Required Minimum Distribution Notice and Election. Reference: CHANGE-4728

Commercial credit card support added (2.130, 2.128.1, 2.128)

Compliance Safety Net has been updated to add support for business credit card transactions. Reference: CHANGE-4722

Static document enhancements (2.129)

Compliance Safety Net has been updated to address an issue where automated DocumentDataValues mapping for static documents was not always functioning as expected. Reference: CHANGE-4793

Date checking validity enhancements (2.129)

Compliance Safety Net has been updated to improve the consistency of the function used for checking date validity. Reference: CHANGE-4783

Security upgrade for session URLs (2.129)

Compliance Safety Net has been updated so that session URLs can only be used one time. This update improves the security of transactions. Reference: CHANGE-4762

Session launch issue (2.128, 2.126.1)

There was an issue some users were experiencing where attempting to start a session would fail without any kind of error messaging. This issue has been corrected. Reference: CHANGE-4789

Financial institution data issue (2.128)

Compliance Safety Net has been updated to address an issue where defaulted financial institution data would not always be pulled into the transaction from Configuration as expected. Reference: CHANGE-4742

General Resolutions updates (2.128)

Updates have been made to allow the DG9079 General Resolutions document to function properly in Compliance Safety Net for credit card transactions. Reference: CHANGE-4721

Trust Certification update (2.128)

Updates have been made to allow the DG9132 Trust Certification document to function properly in Compliance Safety Net for credit card transactions. Reference: CHANGE-4720

Anonymization improvements (2.127)

CHANGE-4540 attempted to improve the way data is anonymized. Additional work was completed to incorporate this functionality as intended. Reference: CHANGE-4769

Improved exception handling (2.127, 2.126.1)

Internal logic has been updated to improve the way Compliance Safety Net handles certain null exceptions. Reference: CHANGE-4767

Diagnostic bundle enhancement (2.127)

Internal logic has been updated to change the extension for diagnostic bundles. Reference: CHANGE-4766

Preview performance optimization (2.127)

Compliance Safety Net has been updated to decrease preview load times. Reference: CHANGE-4757

Security upgrade (2.127)

Some third-party upgrades were performed to improve the security of Compliance Safety Net. Reference: CHANGE-4700

New role added (2.127)

Several data elements have been added in Compliance Safety Net related to a new role, Signature Card Signer. Reference: CHANGE-4413

UI Enhancement (2.127)

Compliance Safety Net has been updated to incorporate a toggle where users can choose to hide all optional fields, as well as any fields previously completed in the partner platform or Configuration. Reference: CHANGE-3077

DocumentDataValues update (2.126)

Compliance Safety Net has been updated to honor the DocumentDataValues provided for each document when presented as a defaultable TXL file. Please note that this behavior is not applicable when a mapping path is provided; mapping path values take precedence over datapoint values. Reference: CHANGE-4605

Static document data mapping updates (2.126)

Compliance Safety Net has been updated to incorporate several static document data mapping updates. Reference: CHANGE-4536

Trust enhancements (2.126)

Compliance Safety Net has been updated to incorporate several enhancements to functionality related to Trusts and Trust Certification.

(1) The role of Trust Director is available for selection.

(2) When using the Trust Certification functionality, the Trust entity is available for linking.

(3) New data collection questions are available for the Trust entity.

Reference: CHANGE-4492

Alternate address support (2.126)

Compliance Safety Net has been updated to support an alternate physical address for the Legal Entity Customer, Beneficial Owner, Beneficial Owner Manager, and Customer Identification Program Party in lending transactions. If an alternate physical address is provided, it will appear instead of the primary address on the DG9104 Customer Identification Program and Verification document and the DG9080 Certification of Beneficial Owners of Legal Entity Customers document. Reference: CHANGE-4472

Alternate vesting information support (2.126)

Compliance Safety Net has been updated to support the collection of alternate vesting information, which is used to override the non-individual mortgagor signature lead-in language on recordable documents. Reference: CHANGE-4352

Additional static insurance mapping updates (2.125, 2.123.2)

CHANGE-3717 incorporated credit insurance certification mapping updates. Additional work was completed to incorporate this functionality as intended. Reference: CHANGE-4673

Loan transaction information improvements (2.125)

CHANGE-4047 added the loan number of the transaction next to Runtime-Loans in the header of the page. It was discovered that there were times when this information would not display completely, and this issue has been corrected. Reference: CHANGE-4642

Authorized Signer improvements (2.125)

Internal logic has been updated and Authorized Signer links are no longer required for owners in consumer ownerships. Reference: CHANGE-4626

Performance upgrade (2.125)

Some third-party upgrades were completed to improve the performance of Compliance Safety Net. Reference: CHANGE-4453

Payment Calculations suffixed data issue (2.124)

Internal logic has been modified to improve the handling of suffixed data when using the Payment Calculations workflow. Reference: CHANGE-4603

Anonymization improvements (2.124)

Internal logic has been modified to improve the way data is anonymized. Reference: CHANGE-4540

Logging performance improvements (2.124)

Internal logic has been modified to improve logging capabilities. Reference: CHANGE-4325

Static insurance mapping updates (2.124, 2.123.1)

Compliance Safety Net has been updated to incorporate credit insurance certification mapping updates. Reference: CHANGE-3717

Product association error (2.123)

In some situations, an error message would appear that was caused by a product type not being correctly associated with an account. Internal logic has been improved to correct this issue. Reference: CHANGE-4567

Improved exception handling (2.123)

Internal logic has been updated to address an issue where switching between workflows would sometimes cause Compliance Safety Net to become unresponsive. Reference: CHANGE-4564

Entity Type improvements (2.123)

In some transactions, the name of an entity would appear as blank when it was not expected. Compliance Safety Net has been updated to resolve this issue. Reference: CHANGE-4553

Incorrect workflow attribute issue (2.123)

Compliance Safety Net has been updated to address an issue where some TXL files would contain attributes for incorrect workflows. For example, some lending TXLs contained attributes related to deposit transactions. Reference: CHANGE-4552

Signature Block Override updates (2.122)

Several user interface modifications have been made to the Signature Block Override tab in Compliance Safety Net.

(1) For transactions including Individual Resolving Party Certifiers, the Signing Agent section has been disabled and the following message is displayed: Signing Agents for Individual Resolving Party Certifiers are not currently supported.

(2) For each individual main entity (Borrower, Guarantor, Hypothecator, etc.), if no Signing Agent role is assigned, a message is displayed under the Authorized Signer section: There are no available entities to display. You may add an entity on the Entities Tab.

(3) For each non-individual main entity (Borrower, Guarantor, Hypothecator, etc.), if no Authorized Signer role is assigned, a message is displayed under the Authorized Signer section: There are no available entities to display. You may add an entity on the Entities Tab.

Reference: CHANGE-4467

Multiple accounts support (2.121)

Compliance Safety Net has been updated to support opening multiple deposit accounts in a single transaction. Reference: CHANGE-3315

Improved exception handling (2.120)

Internal logic has been updated to improve the way Compliance Safety Net handles certain null exceptions. Reference: CHANGE-4476

Diagnostic anonymization issue (2.120, 2.119.1, 2.110.3)

In some situations, diagnostics for starter TXL files contained an error message stating that data could not be anonymized for an unknown reason. This issue has been resolved. Reference: CHANGE-4469

Disappearing entity data issue (2.120)

There were some situations where an entity created in Compliance Safety Net would no longer appear in transaction data after a session was saved and reloaded. Reference: CHANGE-4451

Missing data detection improvements (2.119)

Internal logic has been updated to improve the detection of missing data related to entities. Reference: CHANGE-4418

Resolution data linking improvements (2.119, 2.117.1)

Data linking functionality has been improved for transactions that involve resolutions. Reference: CHANGE-3698

Payment Calculations update (2.118)

Compliance Safety Net has been updated so that sessions originated in the Payment Calculations workflow can no longer be switched to the Lending workflow. Reference: CHANGE-4405

Deal Maker file name improvements (2.118, 2.117.2, 2.110.2)

Compliance Safety Net has been updated to address an issue where files generated by Deal Maker could not be opened or used. This issue was caused by file names exceeding a certain character limit and has been corrected. Reference: CHANGE-4400

Payment Calculations issue (2.118)

Compliance Safety Net has been updated to address an issue where switching between the Lending and Payment Calculations workflow could cause the indicator for required data to behave in a way that was not expected. Reference: CHANGE-4388

Duplicate warning message issue (2.117)

Compliance Safety Net has been updated to remove duplicate warning messages from PDF previews. Reference: CHANGE-4372

Transaction metadata added (2.117)

Compliance Safety Net has been updated to add additional metadata to the transaction details to indicate how many data elements were updated during a session. Reference: CHANGE-4361

Session API issue (2.117)

Compliance Safety Net has been updated to address an issue where posting a Session API request would not always honor the selection made for fullTransactionData. Reference: CHANGE-4335

Configuration data issue (2.116)

Compliance Safety Net has been updated to address an issue where defaulted data would not always be pulled into the transaction from Configuration as expected. Reference: CHANGE-3734

Session API call issue (2.115.1)

Prior to this update, there were times when attempting to retrieve session data with the Session API call would result in a null reference exception. This issue occurred when DocumentDataValues had at least one empty data element and has been corrected. Reference: CHANGE-4337

Payment Calculations module name update (2.115)

Compliance Safety Net has been updated to change the name of a module in the Payment Calculations workflow to ensure that data conflicts would not occur with a similarly named document. Reference: CHANGE-4318

Funds transfer party data issue (2.115, 2.112.1, 2.110.1)

Prior to this update, funds transfer party data did not always render on the Funds Transfer Payment Order document correctly. Internal logic has been updated and this issue has been corrected. Reference: CHANGE-4316

Script tag issue (2.115)

Prior to this update, some script tags needed for a transaction were being removed from partial TXLs erroneously. This issue has been corrected. Reference: CHANGE-4273

Trust Certification support added (2.115)

Compliance Safety Net has been updated to add support for Trust Certification in deposit, consumer lending, and commercial lending transactions. A new document has been created to confirm the authority of the trustee to act on behalf of a Trust in a transaction. Please note that this update requires the use of document library 2021.165.0 or higher. Reference: CHANGE-3625

Data handling improvements (2.114)

Compliance Safety Net has been updated to address issues that prevented the General Assignment to function as expected. This included data not presenting on the Entities tab with the Obligor associated with the General Assignment. Reference: CHANGE-4221

Logging updates (2.114)

Compliance Safety Net has been updated to improve logging capabilities. Reference: CHANGE-4040

Static document loading issue (2.113)

Compliance Safety Net has been updated to address an issue where static documents would sometimes load with an error. This issue was caused by overlapping fields and has been corrected. Reference: CHANGE-4234

Insurance company UI label added (2.113)

Compliance Safety Net has been updated to include the name of the insurance company linked to collateral to the Insurance Policy information displayed on the Collateral tab. Reference: CHANGE-3485

Calculation status reporting enhancement (2.112)

Compliance Safety Net has been updated to improve the reporting of calculation statuses. Reference: CHANGE-4222

Preview enhancements (2.112)

Compliance Safety Net has been updated to improve the behavior related to rendering previews that include nullable lists. Reference: CHANGE-4216

Performance optimization (2.112)

Compliance Safety Net has been updated to reduce unnecessary object instantiation. Reference: CHANGE-4213

Credit Insurance Signer Role enhancement (2.112)

Prior to this update, Compliance Safety Net only allowed two entities to have the role of Credit Insurance Signer. As a result of this update, Compliance Safety Net no longer restricts the number of entities with the role of Credit Insurance Signer. Reference: CHANGE-4182

New API endpoints available (2.110)

New API endpoints have been made available for startSession API calls to address some clients experiencing large response sizes. Reference: CHANGE-4159

Editable document flags (2.109.1)

Compliance Safety Net has been updated to include flags to show that certain static documents are editable. Reference: CHANGE-4170

DocumentDataValues issue (2.109.1)

Compliance Safety Net has been updated to address an issue where DocumentDataValues for custom dynamic documents were being removed from starter TXL files. Reference: CHANGE-4150

Deal Maker document conversion issue (2.109.1)

Compliance Safety Net has been updated to address an issue where attempting to convert documents from PDF to Microsoft Word using Deal Maker would result in an error. Reference: CHANGE-4147

Improved warning behavior (2.108)

Compliance Safety Net has been updated to address an issue where unexpected warnings could appear, even when all data was supplied. Additionally, these warnings would not always clear when they were expected to do so. Reference: CHANGE-4120

Configurable static document mapping (2.108)

Compliance Safety Net has been updated to allow static document mapping to be turned off. This is available in the partner configuration settings of the system. Reference: CHANGE-4057

Error appearance issue (2.108)

CHANGE-2268 modified internal logic to use a third-party for memory storage instead of local memory caching. This change caused some errors to not appear when they were expected to do so. This issue has been corrected. Reference: CHANGE-4008

Signature Block Override updates (2.107, 2.105.1, 2.100.4)

CHANGE-3689 added a Signature Block Override feature for Commercial Lending users. Updates have been made and this feature can now be suppressed. Additionally, to improve the experience of users incorporating the Signature Block Override feature, a job aid has been added. Reference: CHANGE-3913

Data deletion issue (2.107)

Compliance Safety Net has been updated to correct an issue where some data could not be deleted as expected. Reference: CHANGE-3911

Loan transaction information added to header (2.106)

Compliance Safety Net has been updated to improve the user experience by adding the loan number of the transaction next to Runtime-Loans in the header of the page. Reference: CHANGE-4047

Lending job aids re-added (2.106)

CHANGE-4045 temporarily removed several lending job aids from Compliance Safety Net due to system performance issues. It has been confirmed that the job aids no longer affect system speed, so they have been re-added. Reference: CHANGE-4046

Temporary removal of lending job aids (2.105, 2.103.2, 2.100.3)

CHANGE-3477 added several lending job aids to Compliance Safety Net. This enhancement inadvertently caused a significant degradation in speed for many users. These job aids have been temporarily removed; we will add them back when it is confirmed they no longer affect system performance. Reference: CHANGE-4045

Right of Rescission Date calculator added (2.105, 2.103.2, 2.100.3)

Compliance Safety Net has been updated to add a Right of Rescission Date calculator to the Truth In Lending tab.

Reference: CHANGE-3992

Make blank line improvements (2.105)

Compliance Safety Net has been updated to allow users to manually enter a notary expiration date or use the calendar icon when the Make blank line checkbox for the notary expiration date is unchecked. Reference: CHANGE-4042

Static document data mapping updates (2.104)

Compliance Safety Net has been updated to incorporate several static document data mapping updates. Reference: CHANGE-3814

Attribute settings issue (2.103.1, 2.100.2)

Compliance Safety Net has been updated to address an issue where hide/show attributes applied to data elements from Configuration settings were not always honored. Reference: CHANGE-3955

Payment Calculations tab issue (2.103.1)

Compliance Safety Net has been updated to address an issue where the Payment Calculations tab would sometimes display for clients who were not licensed to use the product. Reference: CHANGE-3583

Remote online notarization support (2.102, 2.100.1)

Compliance Safety Net has been updated to add support for remote online notarization. Reference: CHANGE-3189

Miscellaneous tab logic update (2.101)

Internal logic has been updated to remove a specific datapoint from the Miscellaneous tab in Compliance Safety Net when it was not needed for a transaction. Reference: CHANGE-3892

Data deletion issue (2.100)

Compliance Safety Net has been updated to address an issue where some disbursement data could not be deleted as expected. Reference: CHANGE-3902

Payment stream issue (2.100)

Compliance Safety Net has been updated to address an issue where attempting to remove a payment stream would sometimes result in the UI hanging. Reference: CHANGE-3894

Partner Support functionality issue (2.100)

Compliance Safety Net has been updated to address an issue where the functionality of the Partner Support tab was not working. Reference: BUG-9788

Signature Block Override feature added (2.99)

Compliance Safety Net has been updated to add a Signature Block Override feature for Commercial Lending users. This feature is available for primary entity roles of Borrower, Guarantor, Hypothecator, and Resolving Party Certifier. This functionality allows users to configure how a signature block for an entity should appear if the current entity relationship structure is not meeting the needs for multi-depth signers.

A new, optional Signature Block Overrides tab is available immediately before the Miscellaneous tab. The primary entity roles appear in a collapsed list and can be expanded to show all entities in a particular category. Once a category is expanded and an entity is selected to configure, the related entities with signing roles (Authorized Signer or Signing Agent) become available at the bottom of list. If names are not available on this list, you must return to the Entities tab and ensure the role of either Authorized Signer or Signing Agent is selected for the missing entity.

Please note that this update requires the use of document library 2020.359 or higher.

Reference: CHANGE-3689

Static document data mapping updates (2.98, 2.96.2, 2.93.6)

Compliance Safety Net has been updated to incorporate several static document data mapping updates. Reference: CHANGE-3693, CHANGE-3840

Cosigner UI label added (2.98)

Compliance Safety Net has been updated to add a UI label to indicate a cosigner in a transaction. Reference: CHANGE-3866

Duplicate notification issue (2.98)

Prior to this update, there was an issue where certain notification messages were being duplicated. This issue has been corrected. Reference: CHANGE-3862

Improved error messaging (2.98)

Compliance Safety Net has been updated to provide more informative error messaging related to missing datapoints. Reference: CHANGE-3827

Partnership value error (2.97)

Compliance Safety Net has been updated to address an issue where an error message related to a missing partnership name would display even when the information was provided, and no data was actually required. Reference: CHANGE-3822

Copy/paste improvements (2.97)

CHANGE-3486 attempted to address an issue where copying and pasting text would sometimes result in duplicated data. Sporadic issues were discovered related to this update and additional updates have been made to correct this issue. Reference: CHANGE-3749

Error message update (2.97)

Compliance Safety Net has been updated to modify the error message displayed when the supplied license key and corresponding published Configuration data for a document library version do not align. Reference: CHANGE-3701

TFA updates (2.93.5)

The TFA workflow of Compliance Safety Net has been updated to include SECURE Act changes, cost-of-living adjustments for 2021, and other regulatory guidance. Reference: CHANGE-3764

DocumentDataValues issue (2.96.1)

Compliance Safety Net has been updated to address an issue where DocumentDataValues were being removed from starter TXL files. Reference: CHANGE-3785

Payment Calculations update (2.96)

Several changes have been made to allow additional flexibility in describing how interest will accrue on a commercial loan. Reference: CHANGE-3680

Lending job aids added (2.96)

Compliance Safety Net has been updated to add several lending job aids. (1) When a job aid relevant to the current transaction is available, an Information icon appears. (2) When users click this icon, a job aid link is displayed in a pop-up window. This pop-up window looks similar to the pop-up window that is displayed when users click a Help icon in Compliance Safety Net. When users click the link, the job aid is displayed in a new tab or window.

(1) An Information icon is displayed for a missing role in this transaction.

(2) Click the Information icon to display helpful links related to this missing role.

Reference: CHANGE-3477

Renew session issue (2.95)

Compliance Safety Net has been updated to address an issue where attempting to renew a session would not behave as expected. Reference: CHANGE-3752

Copy/paste improvements (2.95)

Compliance Safety Net has been updated to address an issue where copying and pasting text would sometimes result in duplicated data. Reference: CHANGE-3486

Static document automated mapping update (2.95)

Compliance Safety Net has been updated to enhance the automation of static document data mapping. Reference: CHANGE-3116

Collateral sidebar issue (2.94)

Compliance Safety Net has been updated to address performance and UI issues with the Collateral sidebar. Reference: CHANGE-3737

Business Loan Agreement covenant changes (2.94)

Compliance Safety Net has been updated to incorporate several changes to the Covenants tab which appear on the Business Loan Agreement. Reference: CHANGE-3627

Suffixed data support (2.94)

Compliance Safety Net has been updated to add support for suffixed data in the Deposit workflow. Reference: CHANGE-3281

Payment Calculations issue (2.93.4)

Compliance Safety Net has been updated to address an issue where the Calculating Cash To Close table, located on the Closing Cost Details tab, was not functioning as expected. Reference: CHANGE-3724

Printline issue (2.93.3)

CHANGE-3656 attempted to address an issue where printlines would not always behave as expected. Additional updates have been made to correct this issue. Reference: CHANGE-3668

Notary Venue State issue (2.93.3, 2.92.5)

Compliance Safety Net has been updated to address an issue where changes made to Notary Venue State would not always be retained. Reference: CHANGE-3614

Data entry fix (2.93.2, 2.92.5)

Compliance Safety Net has been updated to address a specific data entry issue that occurred when an entity was designated as a non-profit organization. Reference: CHANGE-3692

Rendering preview issue (2.93.1, 2.92.4)

Prior to this update, there was an issue where attempting to render preview documents would sometimes result in an error. This issue was due to a document reporting a required data element as optional and has been corrected. Reference: BUG-9159

Printline issue (2.93)

Compliance Safety Net has been updated to address an issue where printlines would not always behave as expected. Reference: CHANGE-3656

UI enhancement (2.93)

Compliance Safety Net has been updated to make several changes to the DCL call toggler: (1) the toggler has been renamed to Compliance Evaluation, (2) the toggles have been renamed to Automatic and On Demand, and (3) helpful information has been added for the toggler as well as when a user hovers over each toggle. Reference: CHANGE-3601

UI performance optimization (2.93)

Compliance Safety Net has been updated to address some performance concerns related to the user interface. Reference: CHANGE-3597

Script tag issue (2.93)

Compliance Safety Net has been updated to address an issue where script tags were being displayed when they were not expected. Reference: CHANGE-3563

Alternate Vesting Description modification (2.93)

Compliance Safety Net has been updated to add the collateral address to the Alternate Vesting Description for transactions with multiple pieces of real estate collateral. Reference: CHANGE-3560

Performance optimization (2.93)

Compliance Safety Net has been updated to optimize performance and address some intermittent slowness concerns. Reference: CHANGE-3551

Effective Interest Rate Disclosure modification (2.93)

Compliance Safety Net has been updated so that the Interest Rate options set up for the Effective Interest Rate Disclosure document in Configuration appear in a drop-down list in Compliance Safety Net-Loans. Reference: CHANGE-3370

User feedback support added (2.93)

Compliance Safety Net has been updated to include support for gaining user feedback. Reference: CHANGE-3153

Mortgagor party type update (2.93)

Compliance Safety Net has been updated so that the mortgagor party type may be changed after it is entered and the entity has been linked to collateral. Reference: CHANGE-3055

Expanded Illinois Land Trust functionality (2.93)

Compliance Safety Net has been updated to support multiple Illinois Land Trusts in a single transaction. Please note that this update requires the use of document library 2020.262.0 or higher. Reference: CHANGE-1549

Intermittent Deal Maker issue (2.92.3, 2.89.5)

CHANGE-3350 addressed an issue where users with a specific configuration could not always export documents using the Deal Maker functionality in Compliance Safety Net. This fix has been patched to the 2.92 and 2.89 versions of Compliance Safety Net. Reference: CHANGE-3660

Financial Covenant issue (2.89.5)

CHANGE-3447 addressed an issue where required fields for data related to Financial Covenants would sometimes appear in places that were not expected. This fix has been patched to the 2.89 version of Compliance Safety Net. Reference: CHANGE-3648

Collateral type error (2.92.2)

Compliance Safety Net has been updated to address an isolated issue where uploading a TXL file would pull extra collateral data into the transaction and resulted in an error. Reference: CHANGE-3651

Internal setting override (2.92.2)

An internal indirect lending setting has been updated to allow an override for Dealer Information to display on the Notice of Credit Decision document. Reference: CHANGE-3640

Make blank line issue (2.92.1, 2.89.4)

Compliance Safety Net was updated to address an issue where checking the Make blank line checkbox would not always be saved in transaction data. Reference: CHANGE-3581

Assumed/DBA Name edit issue (2.92.1, 2.89.4)

Compliance Safety Net was updated to address an issue where certain document library versions would not retain changes made to Assumed/DBA Name. Reference: CHANGE-3570

New TFA data added (2.92.1)

Compliance Safety Net has been updated to add data related to allowing a financial institution receiving a request to define a specific branch location and phone number. Reference: CHANGE-3503

Borrower spouse linking issue (2.92.1)

Compliance Safety Net has been updated to address a specific scenario where only non-individual entities were available to link as a borrower’s spouse. Reference: CHANGE-3475

Time out issue (2.92)

Compliance Safety Net has been updated to address an issue where transactions with a large number of entities and collateral owners would time out. Reference: CHANGE-3545

Performance optimization (2.92)

Compliance Safety Net has been updated to optimize performance and address some intermittent slowness concerns. Reference: CHANGE-3542

startSession performance issues (2.92)

A performance issue was discovered where the startSession API call was sometimes slower than expected. This issue has been corrected. Reference: CHANGE-3529

Button enhancements (2.92)

CHANGE-3308 provided improved indicators for some entity buttons to show users that they are interactive. The same styling has been applied to the Expand, Collapse, and Add Entity buttons. Reference: CHANGE-3431

Payment Calculations tab issue (2.92)

Compliance Safety Net has been updated to address an issue where reloading a session would potentially cause the Switch to Runtime – Payment Calculations tab to show that required data was missing when no data was actually required. Reference: CHANGE-3402

Performance issues (2.91, 2.89.3)

Compliance Safety Net has been updated to address performance issues that were causing intermittent slowness for some users. Reference: CHANGE-3525

Entity population issue (2.91)

Prior to this update, there were times when providing Mortgagor Spouse data would populate for both Mortgagor and Mortgagor Spouse on document previews. Reference: CHANGE-3514

Duplicate input request issue (2.91)

Prior to this update, there were times when entering hypothecator information would result in a duplicate unique description text box appearing. Reference: CHANGE-3513

Incorrect startSession status response issue (2.91)

Compliance Safety Net has been updated to address an issue where the startSession status response for runtimeDataCollectionStatus would report dslComplete as false, even when all necessary documents had been selected. Reference: CHANGE-3510

New role added (2.91)

Several data elements have been added in Compliance Safety Net related to a new role, Disregarded Entity Taxpayer. Reference: CHANGE-3386

New role added (2.91)

The role of Alternate Voting Representative may now be assigned in farm credit transactions on the Entities tab in Compliance Safety Net. Reference: CHANGE-3371

New role added (2.91)

The role of Trust Creator may now be assigned in commercial lending transactions on the Entities tab in Compliance Safety Net. Reference: CHANGE-3317

Late rollover/conversion support (2.91)

The TFA workflow of Compliance Safety Net has been updated to support late rollovers and conversions. Reference: CHANGE-3263

Recordable document update (2.91)

Compliance Safety Net has been updated to allow users to provide the names, addresses, and related information for mortgagors and grantors in recordable documents. Reference: CHANGE-3027

Configuration data enhancements (2.91)

Compliance Safety Net has been updated to better inform users about the data that is being pulled into the transaction from Configuration. If no data is pulled in from Configuration, an error message displays, and the user is unable to start a session. Reference: CHANGE-2693

Hidden data issue (2.90)

Prior to this update, there were times when Compliance Safety Net data was hidden when it was expected that partner platform data would be hidden. This issue has been corrected. Reference: CHANGE-3466

Financial Covenant Issue (2.90)

Prior to this update, there were times when required fields for data related to Financial Covenants would appear in places that were not expected. This issue has been corrected. Reference: CHANGE-3447

Cookie handling (2.90, 2.89.2, 2.87.2, 2.71.14)

Compliance Safety Net has been updated to change cookie handling for compatibility with Google Chrome’s updated SameSite requirements. Reference: CHANGE-3440

Optional TRID calculations added (2.89.1)

Compliance Safety Net has been updated to add optional TRID calculations for partners licensed for Payment Calculations. These new calculations may be enabled in Configuration and include the amounts of Closing Costs Financed, Down Payment/Funds From Borrower, and Funds For Borrower. Reference: CHANGE-3327

Customer Identification Verification Program tab added (2.89.1)

Compliance Safety Net has been updated to include a Customer Identification Verification Program tab in the Runtime-Loans workflow. Reference: CHANGE-2919

User-defined list support (2.89.1)

Compliance Safety Net has been updated to allow the creation of user-defined lists of data element options in Configuration. Reference: CHANGE-2415

Assignment of Leases and Rents document enhancements (2.89.1)

Several enhancements were made to the Assignment of Leases and Rents document. Reference: CHANGE-2347

Consumer Loan Application rendering issue (2.89.1, 2.71.13)

Compliance Safety Net has been updated to address an issue where an erroneous Creditor ID was created, and the Consumer Loan Application would fail to render. Reference: CHANGE-3425

Static custom document data flow support (2.87.1)

Compliance Safety Net has been updated to support data flow to static custom documents in the same way as static stock documents. Reference: CHANGE-2983

Signing agent support (2.87.1)

Compliance Safety Net has been updated to add signing agent support for individual borrower, guarantors, and hypothecators. Please note that this update requires the use of document library 2020.199.0 or higher. Reference: CHANGE-2494

Agreement To Provide Insurance rendering issue (2.87.1, 2.83.7, 2.71.12)

CHANGE-3179 attempted to address an issue where the Agreement To Provide Insurance would not render with the insurance policy details. Additional updates were made to correct this issue. Reference: CHANGE-3473

Entities scrollbar issue (2.87)

CHANGE-3409 attempted to address an issue where tab navigation was hidden behind other elements on the screen in certain scenarios. It was discovered that for some users, the Entities scrollbar was not available and additional updates have been made to correct this issue. Reference: CHANGE-3436

Uneditable default responses issue (2.87, 2.83.6, 2.71.11)

Updates have been made to address an issue where some set default responses in Configuration could not be edited in Compliance Safety Net. Reference: CHANGE-3433

APY field update (2.86)

Compliance Safety Net has been updated to lock certain APY calculator fields to prevent users from modifying data, since this could result in compliance violations. Reference: CHANGE-3343

Entity text box and linking issue (2.86, 2.83.5)

Compliance Safety Net has been updated to address issues where some entity-related text boxes would not allow text entry and collateral could not always be linked to an entity. Reference: CHANGE-3422

Notary Display Type issue (2.86, 2.83.5, 2.71.10)

Compliance Safety Net has been updated to address an issue where the Notary Display Type could not be changed and would revert automatically to the value pulled in from Configuration. Reference: CHANGE-3415

Entity deletion issue (2.71.10)

Compliance Safety Net has been updated to address an issue where entities could not always be deleted when expected. Reference: CHANGE-3421

Tab navigation issue (2.83.4)

Compliance Safety Net has been updated to address an issue where tab navigation was hidden behind other elements on the screen in certain scenarios. Reference: CHANGE-3409

Resolution document enhancements (2.83.3)

Several enhancements were made to resolution documents to enhance the user experience. Reference: CHANGE-2765

MortgagorType issue (2.83.2)

Prior to this update, there were some situations where Compliance Safety Net would alter the MortgagorType, which caused some documents to render incorrectly or were erroneously removed from the transaction. Reference: CHANGE-3384

Resolution data issue (2.83.1, 2.71.8)

Compliance Safety Net has been updated to address an issue where some resolution data would not register as being answered. Reference: CHANGE-3365

Rich text box issue (2.83)

Prior to this update, there were several issues related to rich text boxes. There were times where (1) text could not always be pasted into rich text boxes; (2) HTML tags showed up in UI labels; and (3) descriptions that included script tags would render as a blank line. Reference: CHANGE-3314

Entity button enhancement (2.83)

Compliance Safety Net has been updated to provide improved indicators for some entity buttons to show users that they are interactive. Reference: CHANGE-3308

Entity icon update (2.83)

Compliance Safety Net has been updated to move the Edit Entity and Delete Entity buttons to improve the user experience. Reference: CHANGE-3278

Signer support added (2.83)

Compliance Safety Net has been updated to add support for an authorized signer or beneficial owner manager/certifier to sign in unique capacities on behalf of multiple nonindividual entities. Reference: CHANGE-2233

Tab selection criteria update (2.82)

Tab selection criteria in Compliance Safety Net has been updated so that (1) the Designated Beneficiary and Responsible Individual tabs appear in the workflow when removing all death beneficiaries in an ESA transaction and (2) the Requestor tab appears in the workflow when the recipient requestor is Representative of Estate. Reference: CHANGE-3273

Configurable banner added (2.82)

Compliance Safety Net has been updated to include a configurable, informative banner at the top of the screen. This banner is intended to include information about system updates and updated features. Reference: IR-20279

Payment preview module rendering issue (2.81)

Compliance Safety Net has been updated to address an issue where attempting to render HTML payment preview modules could result in an error. Reference: CHANGE-2854

Error messaging issue (2.80)

There were some situations where users could receive error messaging during a transaction that did not always match the transaction type. This issue has been corrected. Reference: CHANGE-3249

Intermittent Deal Maker issue (2.71.7)

Prior to this update, there were some scenarios where users with a specific configuration could not always export documents using the Deal Maker functionality in Compliance Safety Net. This issue has been corrected. Reference: CHANGE-3350

Numeric text box validation update (2.71.7)

CHANGE-2481 updated data validation rules for numeric text boxes. Additional updates have been made to allow numbers, commas, and periods to be entered and values that start or end with 0 (zero) are preserved as entered. Reference: CHANGE-3283

Transaction request issue (2.71.6)

In the previous version of Compliance Safety Net (only released to the TEST environment), there was an issue where sending a Transaction request only returned a single PDF file. This issue has been corrected and sending a Transaction request now returns all PDF files. Reference: CHANGE-3339

Make blank line issue (2.71.6)

Compliance Safety Net has been updated to correct an issue where checking the Make blank line checkbox would not always work as expected. Reference: CHANGE-3322

Save button issue (2.71.6)

Compliance Safety Net has been updated to correct an issue where the Save button was disabled, even when a notificationUrl was provided in the startSession API call. Reference: CHANGE-3318

Debug mode issue (2.71.5)

CHANGE-3277 attempted to address an issue where Debug mode functionality would not always appear when expected. Additional changes were made to correct this issue. Reference: CHANGE-3303

New information in customer status API response (2.71.4)

To enable faster troubleshooting, simplicityDataPublished information has been added to the api/customer/status response and returns a collection of document library versions that have published data. Reference: CHANGE-3299

Partner Support tab added (2.71.4)

Compliance Safety Net has been updated to include a Partner Support tab that allows partners to decrypt diagnostic files for triaging purposes. Reference: CHANGE-3297

Downloadable diagnostic file issue (2.71.3)

Compliance Safety Net has been updated to address an issue where the downloadable diagnostic file would not always include complete information. Reference: CHANGE-3280

Payment calculations data handling error (2.71.3)

Compliance Safety Net has been updated to address a data handling error when attempting to use the Payment Calculations workflow. Reference: CHANGE-3279

Debug mode issue (2.71.3)

Compliance Safety Net has been updated to address an issue where Debug mode functionality would not always appear when expected. Reference: CHANGE-3277

Change in Terms Agreement update (2.71.1)

Several logic and language modifications were made to the Change in Terms Agreement to enhance the user experience. Reference: CHANGE-3131

HELOC fee issue (2.71)

Compliance Safety Net has been updated to address an issue where HELOC fees could not be changed and would revert automatically to the values pulled in from Configuration. Reference: CHANGE-3205

Automated testing tool update (2.71)

Internal logic has been updated to improve the automated testing tool used by TruStage Compliance Solutions. Reference: CHANGE-3133

Improved error messaging (2.71)

Compliance Safety Net has been updated to provide more informative error messaging related to several glitches in TXLs. Reference: CHANGE-2422

Anti Coercion Statement rendering issue (2.71)

Compliance Safety Net has been updated to address an issue where the Anti Coercion Statement document was not always rendered as expected. Reference: CHANGE-2262

SBA Paycheck Protection Program updates (2.70)

Compliance Safety Net has been updated to support the SBA Paycheck Protection Program Lender’s Application for 7(a) Loan Guaranty (SBA Form 2484) and SBA Paycheck Protection Program Application (SBA Form 2483). Reference: CHANGE-3204

Static document display issues (2.70)

Prior to this update, there were some situations where data elements on static documents would overlap. This issue has been corrected. Reference: CHANGE-3197

JSON support (2.70)

Compliance Safety Net has been updated to support JSON in startSession and Session API requests. Reference: CHANGE-3190

Agreement To Provide Insurance rendering issue (2.70)

Prior to this update, there were times where the Agreement To Provide Insurance would not render with the insurance policy details. This was due to issues with entity suffixing and has been corrected. Reference: CHANGE-3179

Consumer Loan Settlement Statement updates (2.70)

The Consumer Loan Settlement Statement document has been updated to correct the title capitalization style and internal mappings from HELOC third-party fees. Reference: CHANGE-3151

Entity data issue (2.70)

Compliance Safety Net has been updated to address an issue where some entity data would not register as being answered. Reference: CHANGE-3139

Document Library version behavior update (2.70)

CHANGE-2960 modified the behavior when providing a document library version number. Additional updates have been made to improve this behavior. Reference: CHANGE-3138

Improved error handling (2.70)

Previously, there were times where Compliance Safety Net would encounter an error and hang. Internal logic has been updated to improve the way Compliance Safety Net handles these errors. Reference: CHANGE-3063

UI enhancements (2.70)

Several UI enhancements have been made to entities and roles in Compliance Safety Net to improve the user experience. Reference: CHANGE-2945

Security upgrade (2.70)

Some third-party upgrades were performed to improve the security of Compliance Safety Net. Reference: CHANGE-2870

Required TFA data issue (2.68)

Compliance Safety Net has been updated to address an issue where certain TFA data was showing as required and missing without a location to enter that data. Reference: CHANGE-3122

Farm Products data issue (2.68)

Compliance Safety Net has been updated to address an issue where Farm Products data was not appearing when it was expected. Reference: CHANGE-3103

New Compliance Safety Net workflow support (2.68)

Compliance Safety Net has been updated to support the addition of new workflows. Reference: CHANGE-2875

Duplicate entities issue (2.68)

Compliance Safety Net has been updated to address an issue where some entities would be duplicated after uploading a TXL into Compliance Safety Net. Reference: CHANGE-2483

Deprecated datapoint issue (2.67)

Compliance Safety Net has been updated to address an issue where a specific deprecated datapoint was appearing as required in some TFA transactions. Reference: CHANGE-3101

System instability issue (2.67)

There were some scenarios where commercial transactions involving several pieces of collateral would cause system instability, including long wait times or session timeouts in Compliance Safety Net. This issue has been corrected. Reference: CHANGE-3084

Data addition/deletion changes (2.67)

Prior to this update, when users added or deleted certain data, Compliance Safety Net would generate an error. Compliance Safety Net has been updated to no longer allow users to add or delete collateral data and certain activity data in transactions, since this information should be added or removed in the partner platform system. Reference: CHANGE-3050

Business Loan Application issue (2.66)

Compliance Safety Net has been updated to address an issue where only the name and address of an individual entity would appear on all iterations of the Business Loan Application when the name and address of a nonindividual entity was also expected. Reference: CHANGE-3047

Mortgagor role issue (2.66)

Compliance Safety Net has been updated to address an issue where the Mortgagor role was required in situations where it was not expected. Reference: IR-19935

Diagnostic information download issue (2.65)

Compliance Safety Net has been updated to address an issue where users could not always download diagnostic information. Reference: IR-20142

Erroneous required role issue (2.65)

There were some situations where a required role would come in to play erroneously. This issue has been corrected. Reference: CHANGE-3054

Letter of Credit transaction support (2.65)

Compliance Safety Net has been updated to support the use of demand promissory notes in Letter of Credit transactions and made enhancements to other relevant documents. Reference: CHANGE-3053

Beneficiary percentage error (2.65)

Compliance Safety Net has been updated to address an issue where users would receive error messaging about beneficiary share percentages totaling over 100%, even when the percentages added up to 100%. Reference: CHANGE-3038

Payment calculations update (2.65)

Compliance Safety Net has been updated to support custom accrual methods. Reference: CHANGE-3023

Spouse linking issue (2.65)

Prior to this update, there were times when Compliance Safety Net would require a spouse to be linked to an unmarried borrower. This issue has been corrected. Reference: CHANGE-2952

Configurable watermark text option (2.63)

Compliance Safety Net has been updated to allow a configurable watermark to display on preview documents. Preview documents can render with or without a watermark. This is available in the partner configuration settings of the system. Reference: CHANGE-3036

Fee deletion issue (2.63)

Prior to this update, when a transaction included one or more fees, the first fee could not be deleted. This issue has been resolved. Reference: CHANGE-2879

Editable entity name support (2.63)

Compliance Safety Net has been updated to support the ability to edit entity names. This update enhances functionality for several transaction scenarios, including: (1) entities passed in from the platform system that contain special characters, such as “ABC & DEF L.L.C.” that were wiped out when boarding to the core, but must contain these characters for document rendering purposes; (2) entities generated in Compliance Safety Net that could be modified in the session where they were generated were unable to be edited in subsequent Compliance Safety Net sessions; and (3) entities mapped in from the platform system as blankable, such as notary and insurance company, that then need to be edited in Compliance Safety Net once that entity information is known. Reference: CHANGE-2625

Security updates (2.62)

Some third-party packages were updated to improve the security of Compliance Safety Net. Reference: CHANGE-2917

Invalid license key request update (2.62)

Compliance Safety Net has been updated to improve the way invalid license key requests are processed, including more informative error messaging. Reference: CHANGE-2600

Multiple authorized accounts issue (2.60)

Prior to this update, there were issues when users attempted to designate multiple authorized accounts on the Resolutions tab. Internal logic has been updated and these issues have been resolved. Reference: CHANGE-2768

Foreign address issue (2.60)

Compliance Safety Net has been updated to correct an issue where Compliance Safety Net erroneously required a US State for addresses located in a foreign country or US Territory. Reference: CHANGE-2642

Memory storage update (2.59)

Internal logic has been updated so Compliance Safety Net uses a third-party for memory storage instead of local memory caching. Reference: CHANGE-2268

Collateral linking issue (2.59)

Internal logic has been updated to address an issue where subordinators were not properly linked to the real estate collateral they subordinate. Reference: CHANGE-1729

Document Library version behavior update (2.58)

Prior to this update, Compliance Safety Net would always use the latest retro version of a document library, regardless of what version number was provided. Internal logic has been updated so that providing all three parts of the document library version (2019.600.0) uses that specific version if it is available, while providing two parts (2019.600) uses the latest patched version. Reference: CHANGE-2960

Fee information issue (2.58)

Prior to this update, there were some scenarios where fee information would not appear in Compliance Safety Net after being published in Configuration. This issue has been resolved. Reference: CHANGE-2916

Commercial Security Agreement update (2.58)

Updates have been made to the Commercial Security Agreement so users can include an image and description of the branding used on livestock. Reference: CHANGE-2620

Data locking update (2.58)

Internal logic has been updated to lock certain data to prevent users from making certain changes in Compliance Safety Net instead of their partner platform system. Reference: CHANGE-2217

UI enhancements (2.58)

Compliance Safety Net has been updated to improve the user experience by addressing several issues and bugs in the UI. Reference: CHANGE-2143

Life insurance collateral support (2.58)

Compliance Safety Net has been updated to add support for transactions involving multiple pieces of life insurance collateral with multiple, distinct life insurance beneficiaries. Reference: CHANGE-1757

SBA Loan Prepayment issue (2.50.5)

Compliance Safety Net has been updated to address an issue where verbiage would not always render correctly on the Loan Prepayment section of the Commercial Note in SBA loans. This was caused by required questions on the Government Loan tab of the transaction that would not accept values of 0 as well as incorrect handling of singular vs. plural situations. Reference: CHANGE-3159

Cached files issue (2.50.4)

It was discovered that certain cached files were not being extended with a Compliance Safety Net session. This issue has been resolved. Reference: CHANGE-2948

Payment Calculations update (2.50.4)

A new optional data element has been added in Configuration that allows users to administratively turn off the ability to replace or append the interest rate and payment schedule language on the Commercial Promissory Note that appears on the Payment Calculations workflow in Compliance Safety Net. Please note that this update requires the use of document library 2020.17.0 or higher. Reference: CHANGE-2552

Script tag issue (2.50.3)

A previous fix to handling special characters (including characters needing to be encoded to be valid in XML) was completed in CHANGE-2862 (v2.50.2) but introduced a side effect issue where data with significant markup/formatting would render with script and other tags displayed on the document. Additional updates have been made in Compliance Safety Net so that data as described should render properly by interpreting the markup instead of rendering it as content. Reference: CHANGE-2920

Borrower Authorized Signer issue (2.50.2)

Previously, in situations where there was more than one Borrower Authorized Signer, Compliance Safety Net would only allow one linked individual. Additional individuals were erroneously removed after the first individual was linked. This issue has been corrected. Reference: CHANGE-2884

Improved error handling (2.50.2)

Previously, if an invalid workflow type was provided while posting a startSession API request, the call would return with a 500 error. Compliance Safety Net now handles this error in a more informative way. Reference: CHANGE-2873

Script tag issue (2.50.2)

There were some situations where collateral descriptions would render with script tags instead of special characters. This issue has been corrected. Reference: CHANGE-2862

Static document automated mapping (2.50.1)

Compliance Safety Net has been updated to automatically map data to static documents, including entity digital signature data.

The following types of data should be prepopulated on all static documents with this release:

Entity data will map for:

• Borrower/Collateral Owner (including digital signatures)
• Financial Institution (as Lender/Lienholder/Assignor)
• Notary (including digital signatures)

Collateral data will map for:

• Most Motor Vehicle information
• Some Watercraft, Aircraft, Manufactured Home, and Documented Vessel data will map when the static document uses specific elements for those collateral types

Transaction data will map for:

• Loan Number
• Today’s Date

Users should click on the individual tabs for the documents that are present in order to:

• Verify/modify/add to any mapped Borrower/Collateral Owner, Financial Institution, and Notary entity data as well as available collateral information.

In some fields, there are stacked elements for First Name and Full Name that will show bold or appear duplicated because both are being populated with the mapping. One of the fields should be deleted.

• Complete any additional data fields that are missing on the document.

When previewing the transaction where JSON format for a Signature Image is provided in the initial TXL, a box for the image for the associated Borrower/Collateral Owner and Notary signatures will appear, but there will be no image available for preview.

Additional efforts are underway to continue the prepopulated mapping effort to static documents in Compliance Safety Net to ensure all data captured in the transaction is mapped. This is a multi-phase project and updates will continue to be applied over the course of the next few months.

Reference: CHANGE-2751

Sidebar issue (2.50)

Prior to this update, was an issue where the Entities section of the sidebar was always maximized, even when users attempted to enter data in the Collateral section of the sidebar. This issue has been corrected. Reference: CHANGE-2822

Stop Payment Order Payee update (2.50)

Prior to this update, there was an issue where data related to the Stop Payment Order Payee would not appear on documents as expected. Internal logic has been updated and this issue has been corrected. Reference: CHANGE-2766

Entity linking functionality update (2.50)

Compliance Safety Net has been updated to include functionality to link the Spousal Consent Witness entity with the Non Owner Spouse entity on the Entities tab. Reference: CHANGE-1923

Copy/Paste issue (2.49, 2.47patch, 2.45patch, 2.41patch)

In some scenarios, copying and pasting special characters from legal descriptions would cause Compliance Safety Net to hang. This issue has been corrected. Reference: CHANGE-2803

EntityType issue (2.49)

Compliance Safety Net has been updated to address an intermittent issue where an EntityType would erroneously change during the data collection process. Reference: CHANGE-2809

Address data ordering issue (2.49)

There were some situations where Compliance Safety Net would collect entity address data in an illogical order. This issue has been corrected. Reference: CHANGE-2800

Blank screen issue (2.49)

Compliance Safety Net has been updated to address an intermittent issue where the UI screen would go blank during the data collection process. Reference: CHANGE-2793

PDF download/preview issues (2.49)

Compliance Safety Net has been updated to address issues related to downloading and previewing PDFs. Reference: CHANGE-2777

New status response in Session API (2.49)

Some additions were made to the Session API response. This response now returns the status of the TXL when it is retrieved from Compliance Safety Net, so the caller knows whether the TXL is complete. Reference: CHANGE-2732

Session API error (2.49, 2.41patch)

Compliance Safety Net has been updated to address an intermittent issue where posting a Session API request for fullTransactionData would result in a server error. Reference: CHANGE-2685

Data deletion issue (2.49)

Compliance Safety Net has been updated to correct an issue where some data could not be deleted as expected. Reference: CHANGE-2670

Configurable blank field underline option (2.49)

Compliance Safety Net has been updated to allow configurability of the way blank fields are displayed. Blank fields can render with or without underline. This is available in the partner configuration settings of the system. Reference: CHANGE-2498

Collateral data issue (2.49)

There was an issue where some collateral data elements that should have been optional were showing as required. This issue has been corrected. Reference: CHANGE-2492

Numeric text box validation (2.49)

Prior to this change, the TFA workflow of Compliance Safety Net would clear data out if non-numeric characters were entered into numeric text boxes. Compliance Safety Net has been updated to provide better data validation in similar situations. Reference: CHANGE-2481

UI screen sizing issues (2.47)

Compliance Safety Net has been updated to improve the user experience by addressing several issues and bugs in the UI related to screen sizing. Reference: CHANGE-2585

TIN formatting update (2.46)

The data element that asks whether the Tax Identification Number is a Social Security Number or an Employer Identification Number now appears as optional data on the Entities tab. Reference: CHANGE-2353

Witness entity issue (2.45)

Compliance Safety Net has been updated to correct an issue where witness entity IDs were erroneously populated below signature lines on RESI documents. Reference: CHANGE-2757

TXL metadata updates (2.45)

To enhance debugging and troubleshooting efforts, the following elements/attributes have been added to TXL metadata for all Compliance Safety Net workflows:

• Compliance Safety Net Version
• Compliance Safety Net URL
• Server Name

Previously, there was an issue where no metadata was available for the TFA workflow. This issue has been corrected and includes all existing and new metadata elements/attributes.

Reference: CHANGE-2721

UI enhancement (2.45)

Prior to this change, the Evaluating Compliance Impact… message would appear automatically every time a DCL call was made. Compliance Safety Net now features a toggler that supports automatic or manual DCL calls. Reference: CHANGE-2648

Diagnostic file update (2.45)

Compliance Safety Net has been updated to include Configuration data in the downloadable diagnostic file. Reference: CHANGE-2602

Disappearing data issue (2.45)

Compliance Safety Net has been updated to correct an issue where Stop Payment Order Payee information was disappearing and showing as missing and required. Reference: CHANGE-2511

UI enhancement (2.45)

CHANGE-1872 introduced a message that notifies users when new documents are selected for the transaction. Additional updates have been made in Compliance Safety Net so this message fades automatically 6 seconds after appearing. Reference: CHANGE-2291

Collateral property address update (2.45)

Prior to this change, the address for collateral property was required data on certain application documents. This data is now optional on those documents. Reference: CHANGE-2273

Invalid character error (2.44)

There were situations where users could see an unexpected error message about invalid characters in data value names. This issue has been corrected. Reference: CHANGE-2760

Compliance Safety Net online help (2.44)

Compliance Safety Net has been updated to include a Compliance Safety Net Assistance link in the footer. This link will send users to online help for Compliance Safety Net in a new browser tab. Reference: CHANGE-2678

Deposit workflow account data update (2.44)

Compliance Safety Net has been updated to address an issue where the Deposit workflow required account level data even when it was not relevant for the transaction. Reference: CHANGE-2356

Improved error handling (2.43)

Previously, if a DocumentLibraryVersion that does not exist was supplied in an API request, the call would return with a 500 error. Compliance Safety Net now handles this error in a more informative way. Reference: CHANGE-2686

Static document update (2.43)

CHANGE-1873 added support for the flow of data to static documents. Additional updates have been made in Compliance Safety Net to further support this flow of data. Reference: CHANGE-2333

Payment calculation caching issue (2.43, 2.41patch)

Compliance Safety Net has been updated to address a payment calculation caching issue that could interrupt data collection for consumer, closed-end transactions secured by real estate. Reference: CHANGE-2740, CHANGE-2752

Application of Certificate of Title field update (2.43, 2.37patch, 2.35patch)

Previously, the ELT Number field in the Application of Certificate of Title only supported 8 digits. This field has been updated to support 12 digits. Reference: CHANGE-2728

Beneficial Ownership Rendering Update (2.41, 2.35patch)

There was an issue where the Certification of Beneficial Ownership document was not rendering in certain scenarios due to an IntelleDoc association issue. This issue is now resolved. Reference: CHANGE-2699

Security updates (2.41)

Some third-party packages were updated to improve the security of Compliance Safety Net. Reference: CHANGE-2672

Data deletion issue (2.41)

Compliance Safety Net has been updated to correct an issue where some data could not be deleted as expected. Reference: CHANGE-2656

HTTP request issue (2.41)

A recently added HTTP request was inadvertently using the API session id in the URL. This has been corrected. Reference: CHANGE-2652

Amortization Table print button issue (2.41)

Compliance Safety Net has been updated to correct an issue where the print button on the Amortization Table tab in the Payment Calculations workflow was not working. Reference: CHANGE-2630

Disappearing data issue (2.41)

There were some situations where data supplied for one field would disappear after supplying data to another field. This issue has been corrected. Reference: CHANGE-2432

New Status Response in startSession API (2.41)

Some additions were made to the startSession response that may cause your JSON deserialization to fail if using a strict JSON serializer. The following additional structures are now being returned in the startSession API:

The new runtimeDataCollectionStatus object:

  "runtimeDataCollectionStatus": {
    "dataCollectionAvailable": true,
    "dataCollectionRequired": true,
    "reasons": {
      "dslComplete": true,
      "rmdComplete": true,
      "transactionDataComplete": false
    }
  }

Reference: CHANGE-2382

Bug Fix for selectedDocuments Response (2.41)

Previously, the selectedDocuments array was not always populated in cases where it should have been. For clarity, the new functionality is documented below:

The population of the selectedDocuments array: The content of the selectedDocuments array is optional. If enough information has not been provided to run the document selection then it will return an empty array (selectedDocuments[])

The content of the associations array within each document/form object is optional. If there are no associations to return then it will return an empty array (associations[])

The content of the attributes array within each document/form object is optional. If there are no attributes to return then it will return an empty array (attributes[])

  {
    "formId": "DL2036",
    "associations": [
      {
        "suffix": "1_043f12fe-02b6-e811-81ec-005056b40cdd",
        "associationType": "collateralOwner",
        "sourceType": "entityType"
      },
      {
        "suffix": "1_16451fa6-11d2-4359-8482-ac87dcf4e780",
        "associationType": "18",
        "sourceType": "collateralTypeId"
      },
      {
        "suffix": "1_043f12fe-02b6-e811-81ec-005056b40cdd",
        "associationType": "SupportingBorrower",
        "sourceType": "supportingEntityType"
      }
    ],
    "path": "ConsumerRealEstateSecurityInstrument.FXL",
    "formVersion": "2019.275.0.2",
    "attributes": [
      {
        "name": "IsStaticEditable",
        "value": "False"
      }
    ]
  },

Reference: CHANGE-2382

Text formatting support (2.41)

Compliance Safety Net has been updated to support basic text formatting (bold, italic, underline, and line breaks) for all free form text boxes. Reference: CHANGE-2211

Automated testing tool update (2.40)

Internal logic has been updated to improve the stability of the automated testing tool used by TruStage Compliance Solutions. Reference: CHANGE-2597

Additional field defaulting support (2.40)

Compliance Safety Net has been updated to configure a select number of fields to contain certain values by default to expedite and improve the user experience. These values can be overridden by users as necessary. Reference: CHANGE-2588

Google Analytics support (2.40)

Compliance Safety Net has been updated to support usage tracking via Google Analytics. It is important to note that this functionality only tracks basic information including current user activity and geolocation data and does not track any customer NPI data. Reference: CHANGE-2537

Account Owner Employer Information enhancement (2.40)

Employer information related to the Account Owner entity will now appear as a separate role on the Entities tab in Compliance Safety Net. This information was previously nested under the Entities tab on the Employer Information subtab. Reference: CHANGE-2486

Deposit workflow filtering issue (2.40)

There was an issue with event type filtering when starting in the TFA workflow of Compliance Safety Net. This issue has been corrected. Reference: CHANGE-2421

Payment Calculations updates (2.39)

Several updates were made in Compliance Safety Net to improve coverage and stability of the TRID data collection on the Closing Costs Details tab. Reference: CHANGE-2507

Missing data issue (2.39)

Prior to this change, Compliance Safety Net reported hidden or locked default data as missing data. Functionality has now been added to read these hidden or locked default data elements prior to returning a session response. Reference: CHANGE-2382

PDF output support (2.37)

Compliance Safety Net has been updated with a new product feature called Deal Maker. Deal Maker outputs documents in an unlocked PDF for editing by an institution’s counsel. This product is licensed separately from base Compliance Safety Net. Please contact TruStage Compliance Solutions for more information about licensing this product offering. Reference: CHANGE-2562

Beneficiary Claim issue (2.36)

There was an issue when completing a Beneficiary Claim form where the account number did not appear as required in Compliance Safety Net. This issue has been corrected. Reference: CHANGE-2496

Automatic Transfer issue (2.36)

There was an issue when completing a transaction with multiple automatic transfers where data did not always work as expected. This issue has been corrected. Reference: CHANGE-2484

Request for Information update (2.36)

When the activity type of Request for Information is selected on the General tab, only the necessary data that must be answered to return the document appears. Reference: CHANGE-1942

Compliance Safety Net logic updates (2.35)

Several data elements were not coming in to play in Compliance Safety Net as expected. Internal logic has been updated and this issue has been corrected. Reference: CHANGE-2330

Digital signature support update (2.35)

Compliance Safety Net has been updated to support digital signatures for entities created in the application. Reference: CHANGE-2308

Partnership linking update (2.35)

Compliance Safety Net has been updated to improve the consistency and linking of assigned partnerships, partners, and partnership assignors to the partnership interest being used as collateral. This change specifically improves transactions with multiple partnership interests. Reference: CHANGE-2244

Guam HELOC support (2.34)

Compliance Safety Net has been updated to support consumer home equity lines of credit (HELOC) secured by real estate in the US territory of Guam. Reference: CHANGE-2375

PDF preview update (2.33, 2.31patch, 2.19patch)

Document preview functionality has been modified in IE11 to increase the security of PDF data storage in Compliance Safety Net. Instead of previewing documents in the browser, users have the option to download a PDF to view documents. PDF security has been increased in other browsers as well, but with no associated user interface changes. Reference: CHANGE-2504

Questions Agency data issue (2.33)

There was an issue when assigning the Questions Agency role that caused Compliance Safety Net to get stuck on the Evaluating Compliance Impact… screen. This issue has been corrected. Reference: CHANGE-2162, CHANGE-2216

Compliance Safety Net logic update (2.33)

Compliance Safety Net has been updated to modify internal logic to enhance functionality for various transaction scenarios. Reference: CHANGE-1998

Static document issue (2.32)

There was an issue where static documents would render improperly and included scripting tags. This issue has been corrected. Reference: CHANGE-2512

RESI Mortgagor/Mortgagor Spouse data issue (2.32)

There was an issue where a non-owner mortgagor spouse was identified in Compliance Safety Net but a signature did not render on the RESI as expected. This issue has been corrected. Reference: CHANGE-2500

Payment Calculations workflow updates (2.32)

Several updates were made to the Payment Calculations workflow of Compliance Safety Net to improve the consistency and presentation of required data and the overall user experience. Reference: CHANGE-2424

Tax Favored Account workflow update (2.32)

A new data element has been added to the Tax Favored Account workflow of Compliance Safety Net that asks users if a recurring distribution from a plan is an interest only distribution. This new data element appears on the Distributions tab. Reference: CHANGE-2423

Tax Favored Account logic update (2.31)

Compliance Safety Net has been updated to modify the logic and conditions that require users to switch from the Deposit workflow to the Tax Favored Account workflow. CHANGE-2354

Rental property collateral issue (2.31)

Compliance Safety Net has been updated to address data link issues that could present when multiple pieces of real estate collateral in a consumer transaction are rental properties. Reference: CHANGE-1994

RESI modification data issue (2.31, 2.28patch, 2.25patch)

Compliance Safety Net has been updated to correct an issue where data elements related to RESI modifications were not appearing on the Collateral tab for data collection and causing missing text in the output documentation. Reference: CHANGE-2462

Safe Deposit Box Lease Payment Authorizer data issue (2.29)

There was an issue where data related to the Safe Deposit Box Lease Payment Authorizer would be entered and then not saved by Compliance Safety Net. This issue has been corrected. Data elements related to the Safe Deposit Box Lease Payment Authorizer, which previously appeared on the Safe Deposit Box tab in Compliance Safety Net, will now appear on the Entities tab. Reference: CHANGE-2346

Mortgagor Type data issue (2.28)

There were some situations where Compliance Safety Net was erroneously using outdated MortgagorType mapping paths. This caused related questions to be absent from the transaction and resulted in missing data errors. This issue has been corrected. Reference: CHANGE-2410

Application launch update (2.28)

Compliance Safety Net has been updated to prevent the application from launching if any fundamental information is missing from the transaction. Reference: CHANGE-2348

Closing Cost Details Tab (2.27)

The Payment Calculations workflow of Compliance Safety Net has been updated to include a Closing Cost Details tab. It applies to Consumer, Closed-End, Real Estate Secured transactions and replaces the prior TRID-related tabs with a set of dynamic tables. For more information, please see this reference guide. Reference: CHANGE-2381

Insurance/Collateral linking issue (2.25)

There was an issue where insurance and collateral were not being linked in Compliance Safety Net and prevented some documents from rendering. This issue has been corrected. Reference: CHANGE-2342

Payment Calculations updates (2.25)

Several updates were made in Compliance Safety Net to improve coverage and stability of the enhanced TRID data collection on the new Closing Costs Details tab. Reference: CHANGE-2331

Unsorted entities issue (2.25)

There were some situations where entities were erroneously appearing in an Unsorted category. This issue has been corrected. Reference: CHANGE-2306

Notary acknowledgment date issue (2.25)

There were some situations where clicking Make blank line for the notary acknowledgment date caused sessions in Compliance Safety Net to freeze or crash. This issue has been corrected. Reference: CHANGE-2141

Entity name parsing issue (2.25)

Compliance Safety Net has been updated to correct an issue where certain characters supplied to entity middle name/initial fields were not rendering in the output documentation. Reference: CHANGE-2139

Static document update (2.25)

Compliance Safety Net has been updated to support the flow of data to static documents. Reference: CHANGE-1873

Notary venue state issue (2.24, 2.22patch, 2.19patch)

There was an issue where notary venue state was not being collected in Compliance Safety Net when a notary entity was mapped in as blank. This issue has been corrected. Reference: CHANGE-2355

Unremovable text issue (2.24)

In some situations, if a user entered text in the Unique Description for the Hypothecation Agreement field (located on the Transaction Information tab on the Entities tab of the Hypothecator) and then came back to make changes, the text could not be removed. This issue has been corrected. Reference: CHANGE-2292

Repayment Language Preview issue (2.24)

There was an issue in the Payment Calculations workflow that prevented the Repayment Language Preview from rendering in a single pay commercial loan secured by real estate. This issue has been corrected. Reference: CHANGE-2235

TRID update (2.23)

Compliance Safety Net has been updated to include newly enhanced tables and supporting user interface elements for TRID data in the Payment Calculations workflow. Reference: CHANGE-1958

Fee duplication issue (2.22)

In some situations, duplicate fees were appearing on documents. This issue has been corrected. Reference: CHANGE-2310

Field width changes (2.22)

The Notice of Lien document has been updated to accommodate increased field widths. Reference: CHANGE-2265

Entity data anonymization issue (2.22)

In some situations, entity data was not being anonymized through the Anonymize checkbox. This issue has been corrected and was limited to the checkbox only; not the diagnostic file. Reference: CHANGE-2254

Amortization Table print button added (2.22)

Compliance Safety Net has been updated to include a print button on the Amortization Table tab in the Payment Calculations workflow. Reference: CHANGE-2119

Financial Institution Debited For Preauthorized Payment enhancement (2.22)

Data elements related to the Financial Institution Debited For Preauthorized Payment entity, which previously appeared on the Preauthorized Payments tab in Compliance Safety Net, will now appear on the Entities tab. Reference: CHANGE-2089

Session TXL entity issue (2.21)

In some situations, session TXLs were not exporting entities correctly. This issue has been resolved. Reference: CHANGE-2199

Role replacement update (2.21)

Compliance Safety Net has been updated so in deposit transactions, the DepositAuthorizedSigner role was replaced by AuthorizedSigner and the BusinessAccountHolder role was replaced by AccountOwner. Reference: CHANGE-2007

HELOC disbursement update (2.21)

Compliance Safety Net has been updated to remove the input data element for a specific disbursement to the borrower. This data element previously appeared as optional when it was not needed. Reference: CHANGE-1733

Functionality updates (2.20)

The trash can icon in Compliance Safety Net has been updated so it does not appear where information is required for a transaction. Additionally, the Document Usage feature was updated to display a more accurate document list. Reference: CHANGE-2237

Notary displaying on documents (2.20)

When rendering documents in Compliance Safety Net, there were times when “Notary” was appearing, even if blank attributes were applied to Notary information. This issue has been corrected. Reference: CHANGE-2232

Missing datapoint issue (2.20)

In some situations, documents would fail to render in Compliance Safety Net due to a missing ObligorEntityType. This issue has been corrected. Reference: CHANGE-2225

Compliance Safety Net Role logic update (2.20)

Compliance Safety Net has been updated to allow an entity to be assigned the role of both Guarantor or Hypothecator and GeneralContractorOrBuilder. This update also allows an entity to be the authorized signer for these roles. Reference: CHANGE-2193

Barcode issues (2.19)

There were times when barcodes would not render correctly on documents. This issue has been resolved. Reference: CHANGE-2226

Data deletion updates (2.19)

Additional updates have been made to Compliance Safety Net to support data deletion. Reference: CHANGE-2182

Datapoint requirement issue (2.19)

In some situations, datapoints that should have been required were showing as optional. This issue has been resolved. Reference: CHANGE-2170

New session during a transaction (2.19)

In some situations, Compliance Safety Net would display the New Session screen in the middle of a transaction. This issue was due to calendar fields and has been corrected. Users will notice a change to the calendar fields in Compliance Safety Net and will now be required to click on the calendar icon for the calendar picker to display. Users may still type in dates and numerical values to enter dates as well. Reference: CHANGE-2104

Deposit transaction issue (2.18)

Deposit transactions could not be completed after answering the valid resolution type and adding the role of Authorized Signer for Resolving Party. This issue has been resolved. Reference: CHANGE-2200

Configurable date validation (2.18)

Compliance Safety Net has been updated to allow date validation to be turned off. This is available in the partner configuration settings of the system. Reference: CHANGE-2189

Error handling/logging updates (2.18)

Compliance Safety Net has been updated to provide better error handling to prevent system failures and more informative logging. Reference: CHANGE-2039

Mortgagor/Mortgagor Spouse logic update (2.18)

Internal logic has been modified to simplify and improve consistency in the way mortgagors are linked to their spouse. Reference: CHANGE-1981

UI enhancements (2.18)

Several UI enhancements have been made to Compliance Safety Net. Users will see (1) which documents are called based on responses given at transaction time, (2) expanded help windows that show Document Usage for each data element, and (3) visual indicators to identify the source of data on preview documents.

(1) In the upper right corner of the screen, a message appears each time a new document is selected for the transaction.

At the bottom of the screen, a running list of the documents selected for the transaction is displayed and any newly selected documents will be highlighted.

(2) Click the question mark icon next to each field to show Document Usage data.

(3) On preview documents, platform data is highlighted in yellow and Compliance Safety Net data is highlighted in green.

Reference: CHANGE-1872

Collateral owner issues (2.17)

In some situations, there were UI issues when adding or removing collateral owners. This has been corrected. Reference: CHANGE-2183

Fee deletion issues (2.17)

There were some situations where fees were not appearing to be deleted. Additionally, there were times when the trash can icon had to be clicked multiple times for data to be deleted. These issues have been resolved. Reference: CHANGE-2174

Tax Favored Account updates (2.17)

Several small enhancements were made to the Tax Favored Account workflow in Compliance Safety Net. Reference: CHANGE-1925

Certification of Beneficial Ownership document rendering issue (2.16, 2.15patch)

Previously, the Certification of Beneficial Ownership document would not always render appropriately. This issue has been resolved. Reference: CHANGE-2165

Missing financial institution information (2.16, 2.15patch)

In some scenarios, the financial institution name and address would fail to render on the Authorization Agreement for Direct Payments document. This issue has been resolved. Reference: CHANGE-2155

Reanswering General tab questions (2.15)

In some scenarios, required questions on the General tab would not save after the Evaluating Compliance Impact… message and had to be answered more than once. This issue has been resolved. Reference: CHANGE-2151

Fee deletion and prompt (2.15)

Compliance Safety Net has been updated to allow the deletion of default fees. Previously, rendered documents would still include any fee values deleted in Compliance Safety Net. This issue has been resolved.

Users are prompted to confirm fee deletion and informed that deleted fees cannot be added back. This restriction applies to Consumer loans because adding additional fees at this point could impact the APR and compliance with Fair Lending Practices. Reference: CHANGE-2076

Various bug fixes (2.14)

Several miscellaneous bug fixes were aggregated into version 2.14 of Compliance Safety Net.

Downloadable diagnostic file (2.13)

Compliance Safety Net has been updated so that when the Simplicity by Compliance Systems footer is clicked on during an active session, a dialog will appear and prompt users to download a diagnostic file. This file assists TruStage Compliance Solutions representatives during the support process. Reference: CHANGE-2068

Special character issue (2.13)

Previously, when a payment calculation input field included a special character, it would render on documents incorrectly. This issue has been resolved. Reference: CHANGE-2028

Compliance Safety Net performance issue (2.12, 2.10patch, 2.7patch)

Previously, Compliance Safety Net (starting in version 2.7) was performing extremely slowly in some circumstances. This issue has been resolved. Reference: CHANGE-2065

Entity deletion issue (2.12)

Previously, when entities had the same name, attempting to delete one of the entities resulted in unexpected data preservation. This issue has been resolved. Reference: CHANGE-2063

Blank screen issue (2.12)

In Compliance Safety Net 2.10, in some limited scenarios, a blank screen would appear. This issue has been resolved. Reference: CHANGE-2035

Amortization Schedule modifications (2.11)

Compliance Safety Net has been updated to include a new data element which allows additional, custom language to appear below an amortization table. Reference: CHANGE-1973

Nonindividual trustee data element modifications (2.11)

Compliance Safety Net has been updated to ensure trusts and nonindividual trustees are properly linked to trusts. The application updates for this change are compatible with Document Library Version 2019.68.0 and above. Reference: CHANGE-1965

Safe Deposit Box Lease Agreement updates (2.11)

Language updates have been made to the Safe Deposit Box Lease Agreement regarding joint renters and periodic rental fees. Reference: CHANGE-1948

Rescindable Transaction Type update (2.11)

Compliance Safety Net has been updated to support document library 2019.65.0 where it will only show Rescindable Transaction Type on transactions where watercraft, documented vessel, or manufactured housing are used as collateral. Reference: CHANGE-1568

Data anonymization from the Session API (2.10)

Compliance Safety Net has been updated to include an option that allows for data anonymization when exporting TXL data via API session calls. To utilize this feature, add a property of anonymizeData with a value of true to your API session call. Reference: CHANGE-1776

Static Custom Document issue (2.9)

In Compliance Safety Net 2.7, custom static documents were not rendering properly and caused errors. This was due to Compliance Safety Net not handling custom static datapoints not having a Data Type. Reference: CHANGE-2011

Configurable Export Document option (2.9)

Compliance Safety Net has been updated to put a configuration option Export Document functionality so that it can be turned on or off. Reference: CHANGE-1991

Compliance Safety Net Role logic update (2.9)

Compliance Safety Net has been updated to allow borrowers to have Roles of General Contractor or Builder. Reference: CHANGE-1988

Fee deletion and prompt (2.9)

Compliance Safety Net has been updated with code that will allow the deletion of default fees in the near future. However, additional code changes are needed to realize this functionality. Therefore, full fee deletion functionality will be made available in an upcoming release and users should not expect to see a change in rendered documents with this version. Reference: CHANGE-1943

IE11 scroll bar issue (2.9)

Previously, there were times when the scroll bar in Internet Explorer 11 would not allow users to navigate to the bottom of the screen. This issue has been resolved. Reference: CHANGE-1887

Certain application images missing (2.8)

Previously, certain application images were missing from Compliance Safety Net. This was due to an incomplete CSS path and has been corrected. Reference: CHANGE-2001

Data collection bug fixes (2.8)

In Compliance Safety Net 2.7, a warning message was appearing and expected unanswered questions that were not appearing in the General tab until users answered required questions in the Entities tab. This issue has been resolved. Reference: CHANGE-1993

Expiring session notification (2.8)

Compliance Safety Net has been updated to include a notification informing users when their session is about to expire, allowing them to extend the session. Reference: CHANGE-1863

startSession response URL loses “HTTPS” (2.7)

In the 2.6 version (only released to the DEV environment), there was an issue where the URL in response to the startSession API call would return “HTTP” even if the actual protocol in use was “HTTPS”. This has been corrected. Reference: CHANGE-1974

Data entry locking issue (2.7)

In the config settings of the Compliance Safety Net Configuration ID, the TransactionDataLockStatus setting when set to “locked” was causing data collected in previous Compliance Safety Net sessions to be locked in addition to the Partner Platform supplied data. This has been corrected. Reference: CHANGE-1961

Static document data entry issues (2.7)

Previously, on certain specific static documents, data entry fields were missing and the user had no place to enter the data. This has been updated to ensure Compliance Safety Net does not omit necessary fields. Reference: CHANGE-1901

Capture all data before preview and save (2.6)

Previously, due to the rules of when Compliance Safety Net syncs new data to the server (“Evaluating Compliance Impact”), a user could click the Print Preview or Save button within Compliance Safety Net and have that run against incomplete data. This has been resolved for the buttons within the Compliance Safety Net application. TruStage Compliance Solutions continues to work to solve this situation when the Save or Preview functionality is within the Business Partner application. Reference: CHANGE-1955

Ensure Document Selection Logic is re-executed (2.6)

In certain scenarios, particularly when the Payment Calculation workflow is not in use, when certain Simplicity Config data was activated based on the selection criteria used, the Document Selection Logic (DSL) component was not always re-executed. This has been corrected. Reference: CHANGE-1886

Additional descriptive text added to Compliance Safety Net UI (2.6)

Text changes to the user interface have been made which state, “Transitioning to Compliance Safety Net…” upon launching a session to alert the user they are entering TruStage Compliance Solutions’ Compliance Safety Net application. Additionally, a TruStage Compliance Solutions copyright has been added to the footer. This messaging is intended to aide in troubleshooting purposes between the Business Partner platform system and Compliance Safety Net. Reference: CHANGE-1833

Ampersand double escaped (2.5)

In certain data elements, when a user entered an “&” (ampersand) the character was getting double escaped, so it appeared on rendered documents as “&” because the actual value was “&“. This has been corrected. Reference: CHANGE-1941

Gray screen issue (2.5)

Previously, in some scenarios, the gray background screen could get stuck when a newly required Role appeared. This has been corrected. Reference: CHANGE-1928

JavaScript error when deleting disbursements (2.5)

In the previous version of Compliance Safety Net, deleting a disbursement within the Payment Calculation workflow caused a JavaScript error. This has been corrected. Reference: CHANGE-1921

TFA Workflow General Tab (2.4)

The General tab in the Tax Favored Account workflow was not properly triggering a call to the server. This has been corrected. Reference: FLOW-4926

TIN data dropping for BeneficialOwnership (2.4)

In the prior version (2.3) a user could, after completing the Payment Calculation workflow, have TIN data drop related to the BeneficialOwnership Entity Role. This has been corrected. Reference: FLOW-4894

Data with @emptyvalue of “ignoreValue” not being output in TXL (2.4)

Previously, if the input TXL contained emptyvalue attributes set to “ignoreValue” and that data was left open for end user editing, the data would not properly be recognized as edited in Compliance Safety Net and would not be part of the output TXL. This has been corrected. Reference: FLOW-4882

Output TXL dropped static data (2.4)

The prior version (2.3) could drop static document collected data from the output TXL. This has been corrected. Reference: FLOW-4864

Certificate of Title for Alaska missing field (2.4)

The Certificate of Title document (AK version) was showing up in Compliance Safety Net missing a field for the name. This has been corrected. Reference: FLOW-4612

Account Owner/ESA Beneficiary State data shown as missing (1.27, 2.4)

Previously, in some scenarios the Account Owner/ESA Beneficiary State data was shown as missing. This has been corrected. Reference: FLOW-4898

Attorney in fact error messaging (1.27, 2.4)

In some situations where only a single Attorney-in-fact was present in the data, the Compliance Safety Net UI was reporting an error about multiple attorneys in fact. This has been corrected. Reference: FLOW-4827

Incorrect Deposit error messaging (1.27, 2.4)

In certain transactions, the Deposit workflow could report missing required data erroneously. This has been corrected. Reference: FLOW-4823

ResponsibleParty data erroneously removed (1.27, 2.4)

When utilizing multiple Compliance Safety Net sessions, the State and Tax ID number data values were getting dropped for the ResponsibleParty. This has been corrected. Reference: FLOW-4530

TFA Customization calculation question (1.27, 2.3)

When answering the calculation question in Configuration’s TFA Customization data set, a value of “No” was showing up in Compliance Safety Net as “Yes”. This has been corrected. Reference: FLOW-4818

Defaulted data Confirmation button (2.3)

Within Simplicity Config a user can set a value to require confirmation within the Compliance Safety Net interface so that Financial Institution staff are required to review and ensure the defaulted value is the correct value for the given transaction. Reference: FLOW-3369, FLOW-4698

TXL download allowed in all modes (2.3)

Previously, the TXL download was only available if the app was running in a debug mode. This is now available in all modes to support the implementation process with new Financial Institutions. Reference: FLOW-4411

Improved error messaging for common data problems (2.3)

Common issues being seen with end users not supplying required data are now being reported to the end users so that it is clear to them what needs to be resolved. Reference: FLOW-3860

Calculated data clearing and precedence change (1.25, 2.2)

Due to some issues related to loans spanning multiple Compliance Safety Net sessions with substantively changing financial terms, we have made the following change. Data which is output of the Payment Calculations workflow as calculated data is now tagged with a source attribute value of “csi-calculated”.

This allows two adjustments that were made in this release. The first is that calculated data now takes precedence over previously mapped data from the Platform system. This change applies to both the Compliance Safety Net and Compliance Service APIs. The second is that internal to the processing of Payment Calculations it will clear “csi-calculated” data to ensure that no data “hangover” situations occur where no longer relevant data is stuck in the session TXL. Reference: FLOW-4573

Data requirements bug fixes (2.1)

Several miscellaneous bug fixes are included to solve specific transaction scenarios where Compliance Safety Net was not properly notifying the end user that the data was required. These bugs have been resolved. Reference: FLOW-4630, FLOW-4628, FLOW-4615, FLOW-4595, FLOW-4500, FLOW-4460, FLOW-4446, FLOW-4400, FLOW-4379, FLOW-4103

Miscellaneous Deposit bug fixes (2.1)

A few miscellaneous issues identified by TruStage Compliance Solutions quality control processes were resolved in this release. Reference: FLOW-4616, FLOW-3022, FLOW-2672

IE11 dropping email address (2.1)

Previously, certain email addresses could be lost when entered in Internet Explorer 11. This was due to a MS format detection issue. We have worked around this and it should no longer occur. Reference: FLOW-4657

Tax Favored Account calculated totals (2.1)

Previously, certain calculated totals in the TFA workflow would not update on screen after a change to the inputs. This has been improved. Reference: FLOW-4349

TXL validation against the Schema XSD (2.1)

In the cloudversion 2.0 endpoints, the startSession API call will validate the TXL against the CSi Data Schema XSD for that document library version. If there is any invalid data in the TXL the session will still be started, but the API response will include a message in the form of “WARNING: Validation failed for the transaction data…” with specifics about what data did not validate. Reference: FLOW-3987

Limit Entities available for RecordableDocumentPreparer and RecordableDocumentReturnToParty (2.1)

Previously, the Entities available in the Missing Roles function for RecordableDocumentPreparer and RecordableDocumentReturnToParty included nonindividual entities. However, only Individuals can fill these Roles. This limitation has been matched in the UI in this version. Reference: FLOW-3936

Missing Role in ESA contribution (2.1)

When completing an ESA contribution, the recipient requestor type is defaulted to the Responsible Individual in Compliance Safety Net. When capturing the TXL from the session this Role was missing. This has been corrected in conjunction with the 2018.310.0 document library version. Reference: FLOW-3842

Payment Calculation workflow updates (1.24, 2.1)

Several reported bugs were fixed in conjunction with a document library patch to version 2018.259.x and new version 2018.325.0 (for cloudversion 2.0). Reference: FLOW-4592, FLOW-4589, FLOW-4556, FLOW-4529, FLOW-4503, FLOW-4325

Entity Type swap issue (1.24, 2.1)

Previously, in certain specific Entity Role combinations an Individual Entity could have its EntityType data swapped by Compliance Safety Net erroneously. This has been corrected. Reference: FLOW-4451, FLOW-4371

Deposit and TFA Filter issue (1.24, 2.1)

In prior versions of Compliance Safety Net, the data filters on valid values were not working. This has been fixed. Reference: FLOW-4511, FLOW-4506, FLOW-4504, FLOW-4477

MortgagorSpouse Role issues (1.24, 2.1)

Previously, the handling of the MortgagorSpouse Role data did not always prompt the user when that Entity was required. This has been corrected. Reference: FLOW-4528, FLOW-4502

TFA issues (1.24, 2.1)

A couple of bug fixes related to the Tax Favored Account (TFA) workflow have been completed in conjunction with a patch to document library 2018.166.x. Reference: FLOW-4497, FLOW-4114

Collateral Selection issue (1.24, 2.1)

Previously, if in Simplicity Config the selection criteria was the unsuffixed version of the Collateral Type, it could lead to an issue where a second instance of the same collateral appeared in the Compliance Safety Net UI. This has been corrected. Reference: FLOW-4362

Custom handling of CollateralOwnerEntityIDList (1.23)

If a Collateral Owner Entity is added within Compliance Safety Net but the CollateralOwnerEntityIDList is mapped in the TXL data from the Platform system, the original list of Collateral Owners will override the updated list from the Compliance Safety Net session. Custom behavior has been implemented in Compliance Safety Net and the Compliance Service to allow the addition(s) made in Compliance Safety Net to be reflected in the transaction. Reference: FLOW-4447

Error handling improvements (1.22)

A couple of updates were completed to provide better error messaging in specific scenarios. Reference: FLOW-4240, FLOW-4250

Lending and Payment Calculation updates (1.22)

Several bug fixes and enhancements related to the Lending workflow in Compliance Safety Net were completed. These are compatible with a patch update to document library 2018.141.0 (patch version .6) as well as 2018.224.0. Reference: FLOW-4356, FLOW-4320, FLOW-4310, FLOW-4263, FLOW-4251, FLOW-4229, FLOW-4226, FLOW-4221, FLOW-4186, FLOW-4184, FLOW-4173, FLOW-4170, FLOW-4149, FLOW-4132, FLOW-3955, FLOW-3954, FLOW-3452

Miscellaneous bug fixes (1.22)

A few smaller bug fixes were aggregated into the 1.22 version of Compliance Safety Net. Reference: FLOW-4328, FLOW-4316, FLOW-4261, FLOW-4241, FLOW-4192, FLOW-4095, FLOW-3837

@workflowhidden not being honored (1.22)

In the previous version, the “workflowhidden” attribute was not having the appropriate effect of hiding that data element in the UI. This has been corrected. Reference: FLOW-4242

Tax Favored Account filtering updates (1.22)

A bug fix to the Tax Favored Account (TFA) data filtering options has been implemented. Previously, these filters were not always working properly which would allow a user to enter invalid data combinations. The invalid data would be caught by error messaging, however, preventing the user from entering data incorrectly is the desired behavior. Reference: FLOW-4161

Data exchange handling (1.21)

We continue to find and fix areas where the exchange between your platform system and Compliance Safety Net incorrectly handles data merging, formatting, etc. Reference: FLOW-4188, FLOW-4185, FLOW-4143, FLOW-4135, FLOW-4106, FLOW-4089, FLOW-4088, FLOW-4053, FLOW-4029

Character encoding fix (1.21)

In certain circumstances, character encoding issues ended up displaying odd information (question marks for unrecognized characters, script tags, etc.) on the documents. This has been corrected including in the final render through the Compliance Service. Reference: FLOW-4162, FLOW-4127, FLOW-4109

Important Reminder: Currently Compliance Safety Net supports handling Bold, Italic and Underline formatting. Other CSi Script cannot be handled and those fields should be set to hidden using the “workflowhidden” attribute on the TXL data node.

Lending and Payment Calculation updates (1.21)

Several bug fixes and enhancements related to the Lending workflow in Compliance Safety Net were completed. These are compatible with a patch update to document library 2018.141.0 (patch version .5) as well as 2018.224.0. Reference: FLOW-4205, FLOW-4183, FLOW-4182, FLOW-4153, FLOW-4111, FLOW-4032, FLOW-4005, FLOW-3966, FLOW-4146

Deposit and Tax Favored Account updates (1.21)

A bug fix and a small enhancement were made to the Deposit and Tax Favored Account workflows in Compliance Safety Net. These updates are compatible with the newly released document library version 2018.224.0. Reference: FLOW-4140, FLOW-4131

Lending updates (1.20)

A few bug fixes and enhancements related to the Lending workflow in Compliance Safety Net were completed. Reference: FLOW-4087, FLOW-4003, FLOW-3497

Deposit and Tax Favored Account updates (1.20)

Several bug fixes and small enhancements were made to the Deposit and Tax Favored Account workflows in Compliance Safety Net. These updates are compatible with the newly released document library version 2018.205.0. Reference: FLOW-4068, FLOW-4043, FLOW-4008, FLOW-2890, FLOW-1578

General application updates (1.20)

Several miscellaneous tweaks and browser-specific bug fixes were completed. Reference: FLOW-3715, FLOW-3395, FLOW-3075, FLOW-2984

Client health check (1.20)

A new API was added to check if a particular financial institution is ready to use Compliance Safety Net. This checks key information such as do they have published content from Configuration for the given Document Library Version. The api call is available at “/api/customer/status”. Your POST request should look like the following:

{
  "documentLibraryVersion": "2099.123.0",
  "client": {
    "licenseKey": "03xyz=="
  },
  "configuration": {
    "id": "123abc"
  }
}

Data removal improvements (1.20)

Previously, in numerous scenarios, a trash can icon was available and yet the application would not let you remove the data. This has been corrected in most situations. Reference: FLOW-4053

API handling bad session ids (1.20)

In prior versions, if a bad session id was sent to the API session call, an unclear set of error messages were returned. This scenario will now return a specific error to alert your application that the session id is not valid. Reference: FLOW-3434

Deposit and Tax Favored Account updates (1.19)

Several bug fixes and small enhancements were made to the Deposit and Tax Favored Account workflows in Compliance Safety Net. These updates are compatible with the previously released document library version 2018.166.0. Reference: FLOW-4043, FLOW-4025, FLOW-4008, FLOW-4001, FLOW-3978, FLOW-3976, FLOW-3970, FLOW-3964, FLOW-3963, FLOW-3960, FLOW-3959, FLOW-3958, FLOW-3942, FLOW-3940, FLOW-3917, FLOW-3865, FLOW-3834, FLOW-3354, FLOW-2993, FLOW-2947, FLOW-2917, FLOW-2696, FLOW-2380

Lending updates (1.19)

Several bug fixes and small enhancements related to the Lending workflow in Compliance Safety Net were completed. Most were related to Entity data or links between entities. Reference: FLOW-4059, FLOW-4003, FLOW-4000, FLOW-3913, FLOW-3884, FLOW-3869, FLOW-3753, FLOW-3559

Payment Calculation updates (1.19)

Several updates were made to Payment Calculations in the patch document library 2018.141.4. Additionally, a few application level updates were made as well. Reference: FLOW-3969, FLOW-3950, FLOW-3862, FLOW-3846, FLOW-3845

General application updates (1.19)

Several miscellaneous tweaks and bug fixes were completed. Reference: FLOW-4015, FLOW-3985, FLOW-3949, FLOW-3930, FLOW-3912, FLOW-3899, FLOW-3896, FLOW-3881

Individual name handling (1.19)

In certain cases, due to the underlying document data structure, an Entity could have named parts (First, Middle, Last) or simply a full name field for different Roles. This could lead to incorrect data transformations. This is handled more seamlessly in this version. Reference: FLOW-3663

Deposit and Tax Favored Account updates (1.18)

Several bug fixes and small enhancements were made to the Deposit and Tax Favored Account workflows in Compliance Safety Net in conjunction with the document library version 2018.166.0. Reference: FLOW-3857, FLOW-3856, FLOW-3835, FLOW-3829, FLOW-3817, FLOW-3816, FLOW-3789, FLOW-3775, FLOW-3773, FLOW-3743, FLOW-3729, FLOW-3725, FLOW-3722, FLOW-3720, FLOW-3684, FLOW-3646, FLOW-3645, FLOW-3643, FLOW-3642, FLOW-3640, FLOW-3639, FLOW-3637, FLOW-3630, FLOW-3608, FLOW-3568, FLOW-3436, FLOW-3206, FLOW-3097, FLOW-3082, FLOW-3063, FLOW-3056, FLOW-3039, FLOW-3025, FLOW-2933, FLOW-2807, FLOW-2702, FLOW-475

Lending updates (1.18)

Several bug fixes related to the Lending workflow in Compliance Safety Net were completed. Reference: FLOW-3941, FLOW-3931, FLOW-3921, FLOW-3894, FLOW-3887, FLOW-3871, FLOW-3810, FLOW-3801, FLOW-3800, FLOW-3748, FLOW-3723, FLOW-3718, FLOW-3704, FLOW-3665, FLOW-3664, FLOW-3627, FLOW-3558, FLOW-3317

Payment Calculation updates (1.18)

Several updates were made to Payment Calculations in the patch document library 2018.141.3. Additionally, an update was made to the Compliance Safety Net application to better present Sherman Calculation Engine error messages as well as an update to provide the ability to default and calculate subsequent payment stream dates so a user doesn’t have to figure out when the next payment stream should start. Reference: FLOW-3649, FLOW-1807

Performance enhancements (1.18)

Some continued work on enhancing the speed of the system was completed in version 1.18. Additionally, TruStage Compliance Solutions is now monitoring the PROD and TEST environment performance on an hourly basis. Reference: FLOW-3819, FLOW-3792

Bug fixes for defaults (1.18)

The functionality to set defaults in Configuration that are utilized within Compliance Safety Net had a few bugs fixed. Reference: FLOW-3925, FLOW-3878, FLOW-3830

Miscellaneous enhancements (1.18)

Several small enhancements were included in this release to improve the display of print previews, as well as smooth out some transitions in the UI. Reference: FLOW-3874, FLOW-3714, FLOW-3548, FLOW-3015, FLOW-2823

Troubleshooting metadata (1.18)

TXL data from Compliance Safety Net will now include an XML section (in a comment) that displays helpful metadata about the versions in the system used to produce that TXL data. This should aid in the efficiency of troubleshooting problems. Reference: FLOW-2870

1.17 version patch updates

The following updates have been made as patch versions to Compliance Safety Net version 1.17

• Performance optimizations have been completed. Reference: FLOW-3770, FLOW-3833

• Previously, in certain situations, the Mortgagor Type data would not be requested when it was required. This has been corrected. Reference: FLOW-3757

• Based on user feedback, the Payment Calculation workflow tab has been moved to appear after the Collateral tab. Reference: FLOW-3446

• Some users were seeing degraded performance (primarily Lending) in version 1.17. A performance enhancement was completed and ported back to 1.17 to give some relief to this issue. Reference: FLOW-3746, FLOW-3747

• Previously, in some Loan Denial scenarios, a completed transaction would still encounter missing data when rendering PDFs. Reference: FLOW-3730

• The 1.17 version accidentally enabled the PDF preview button in the Payment Calculation workflow. This should only be available in the Lending workflow and that functionality has been restored. Reference: FLOW-3727

• An issue with pasting text into certain field types has been corrected. Reference: FLOW-3445

Payment Calculation workflow updates (1.17)

The Payment Calculation workflow has been updated for compatibility with document library version 2018.141.0. Reference: FLOW-3586, FLOW-3500, FLOW-2764

Commercial Lending workflow updates (1.17)

Significant work to handle all Entity relationships and document selection logic was completed in this update. These changes require document library version 2018.141.0. Reference: FLOW-3555, FLOW-3538, FLOW-3534, FLOW-3521, FLOW-3516, FLOW-3503, FLOW-3479, FLOW-3474, FLOW-3471, FLOW-3470, FLOW-3469, FLOW-3466, FLOW-3460, FLOW-3457, FLOW-3456, FLOW-3455, FLOW-3453, FLOW-3449, FLOW-3440, FLOW-3435, FLOW-3431, FLOW-3429, FLOW-3427, FLOW-3426, FLOW-3425, FLOW-3423, FLOW-3422, FLOW-3421, FLOW-3420, FLOW-3417, FLOW-3415, FLOW-3414, FLOW-3413, FLOW-3412, FLOW-3411, FLOW-3409, FLOW-3405, FLOW-3402, FLOW-3400, FLOW-3398, FLOW-3397, FLOW-3396, FLOW-3394, FLOW-3391, FLOW-3390, FLOW-3387, FLOW-3383, FLOW-3381, FLOW-3379, FLOW-3378, FLOW-3377, FLOW-3373, FLOW-3372, FLOW-3370, FLOW-3367, FLOW-3365, FLOW-3362, FLOW-3344, FLOW-3343, FLOW-3332, FLOW-3330, FLOW-3289, FLOW-3288, FLOW-3272, FLOW-3268, FLOW-3264, FLOW-2572

Consumer Lending workflow updates (1.17)

Several bug fixes and enhancements were made to the consumer lending workflow. Reference: FLOW-3631, FLOW-3623, FLOW-3619, FLOW-3611, FLOW-3571, FLOW-3442, FLOW-3386, FLOW-2785, FLOW-3572

Entity name no longer editable (1.17)

For UI clarity and to avoid any accidental changes, editing of Entity names that were sent in through the initial TXL data is no longer supported. Reference: FLOW-3458

1.16 version patch updates

The following updates have been made as patch versions to Compliance Safety Net version 1.16:

• Previously, there was an issue with the data regarding Assets and Liabilities being completed jointly (TXL node SelectIfAssetsLiabilitiesCompletedJointly). This was identified as a Compliance Safety Net application level bug and fixed. Reference: FLOW-3338

• A modification was made to the Lending DSL to fix an issue where Insurance information only relevant to Closing status was being requested at Application status. The change documentation is in the CSi Portal under version 2018.93.0. This has been released as a patch version in effect for document library 2018.84.0.

Presentation/Usability Updates (1.16)

Various enhancements have been made to the different workflows to more effectively present the data collection in ways that will be more usable and efficient for the end user. Reference: FLOW-2537, FLOW-2372, FLOW-2489, FLOW-2558, FLOW-2738, FLOW-3069, FLOW-3083, FLOW-3093, FLOW-3108, FLOW-3114, FLOW-3154, FLOW-3155, FLOW-3169, FLOW-3220

Payment Calculation workflow updates (1.16)

The Payment Calculation workflow has been updated for compatibility with document library version 2018.84.0. Reference: FLOW-1537, FLOW-2713, FLOW-2736, FLOW-2755, FLOW-3058, FLOW-3065, FLOW-3085, FLOW-3088, FLOW-3091, FLOW-3158, FLOW-3161, FLOW-3212, FLOW-3213

Static Document Updates (1.16)

Various enhancements have been made to static document functionality in the different workflows to more effectively present the data collection in ways that will be more usable and efficient for the end user. Reference: FLOW-2429, FLOW-2440, FLOW-3015, FLOW-3023, FLOW-3086, FLOW-3124

Administrative Level Defaulting Updates (1.16)

Various enhancements have been made to administrative level defaulting to make functionality more usable and efficient for the end user. Reference: FLOW-3079, FLOW-3117, FLOW-3144, FLOW-3159, FLOW-3166, FLOW-3214

Enhancements to Lending Workflow (1.16)

As part of this release, in depth testing across the latest commercial and consumer lending libraries was conducted. Several bugs were fixed and usability upgrades were added. Reference: FLOW-2523, FLOW-2592, FLOW-2753, FLOW-2804, FLOW-2858, FLOW-2951, FLOW-3084, FLOW-3087, FLOW-3099, FLOW-3115, FLOW-3140, FLOW-3188, FLOW-3203, FLOW-3207, FLOW-3281

Data association issues (1.16)

In some cases, where Entities (as well as Collateral for Lending) drive the data association there were issues with correctly displaying or collecting the data within the Compliance Safety Net UI. These are in the process of being corrected. Commercial Lending has been the focus of this release. Reference: FLOW-2554, FLOW-2754, FLOW-2765, FLOW-2766, FLOW-2778, FLOW-2905, FLOW-2946, FLOW-2962, FLOW-2965, FLOW-2966, FLOW-2967, FLOW-2973, FLOW-3048, FLOW-3059, FLOW-3101, FLOW-3129, FLOW-3130, FLOW-3136, FLOW-3153, FLOW-3171, FLOW-3174, FLOW-3177, FLOW-3183, FLOW-3184, FLOW-3185, FLOW-3189, FLOW-3192, FLOW-3193, FLOW-3194, FLOW-3196, FLOW-3197, FLOW-398, FLOW-3199, FLOW-3201, FLOW-3209, FLOW-3217, FLOW-3229, FLOW-3270, FLOW-3279

Internal data output correction (1.16)

Previously, in some scenarios, internal data was being presented in the output TXL. This internal data will no longer be included in the output TXL. Reference: FLOW-3240

Data exchange source attribute value correction (1.16)

Due to issues handling Entity Role data, especially in scenarios with multiple workflow sessions, certain data collected in Compliance Safety Net would be missing the source attribute in the output TXL. This has been corrected. Reference: FLOW-3119

Administrative Level Defaulting (1.15)

To increase performance and usability of Compliance Safety Net, several transaction level data elements have been added to CSi Simplicity to provide users the ability to default this data at an administrative level. This functionality is available in the Document Settings >> Lending Customization >> Common Settings section of Simplicity. This reduces the number of fields that require data entry within Compliance Safety Net and allows users the ability to complete transactions more efficiently. For each data element that has been supplied a value in Simplicity, the user may choose to display the data in Compliance Safety Net. If a user then chooses to display the element, a second attribute will appear that allows the user to indicate whether the field should be locked or editable at transaction time. These elements are then either hidden from Compliance Safety Net all together, displayed and open for editing or displayed and locked for editing. Informative help related to these attributes is available in CSi Simplicity by hovering over the icons next to each data element.

Performance Updates (1.15)

Several enhancements have been made in this sprint related to overall performance of Compliance Safety Net. Most notably, the user’s interaction with Compliance Safety Net has now changed so that server requests are limited. Server requests will only be made after all required data on a given tab is completed. When this request occurs, a user will now be prevented from continuing in the Workflow and entering additional data until the server has returned a response. When the request is being made, the Workflow user interface will dim and display a message stating, “Evaluating Compliance Impact…” until the response is returned. Additionally, the Entities slide out that presents missing entity data to the user while navigating through Compliance Safety Net no longer pops out while the user is attempting to complete missing data on other tabs. Instead, the Entities slide out now indicates if missing entity data exists and the user will now click on the section of the Entities slide out they wish to complete in order to enter this information. This enhancement is intended to make the Entities slide out less intrusive in a transaction while still providing the ability to capture missing entity data outside of the Entities tab. Reference: FLOW-1230, FLOW-2873, FLOW-2958

Note: Tax Favored Account filters (1.15)

Due to the performance updates, there are cases where the filtering of valid values in the user interface does not occur immediately. This will be addressed in a future update.

Presentation/Usability Updates (1.15)

Various enhancements have been made to the different workflows to more effectively present the data collection in ways that will be more usable and efficient for the end user. Reference: FLOW-2866, FLOW-2975, FLOW-2977, FLOW-2992, FLOW-3020, FLOW-3070, FLOW-3072

Payment Calculation workflow updates (1.15)

The Payment Calculation workflow has been updated for compatibility with document library version 2018.62.0. Reference: FLOW-3073, FLOW-3071, FLOW-3049, FLOW-2969, FLOW-2908, FLOW-2812, FLOW-2726, FLOW-2717, FLOW-2699, FLOW-2481, FLOW-2171

Lending data exchange issues (1.15)

Due to some issues with handling Entity Role data, especially in scenarios with multiple workflow sessions, certain data collected in Compliance Safety Net would be dropped in the output TXL. This has been corrected. Reference: FLOW-3055, FLOW-3046, FLOW-2956

Issues in Deposit and Tax Favored Account session (1.15)

In previous versions, there were some data handling issues when running a session that switches between the Deposit and Tax Favored Account (TFA) workflows. These issues have been corrected. Reference: FLOW-3007, FLOW-3008, FLOW-3010, FLOW-3019

Data editing settings not preserved between workflows (1.15)

Previously, the settings on showing/locking data elements within the workflow were getting lost when switching from the Lending workflow to the Payment Calculation workflow and back. This has been corrected. Reference: FLOW-2898

Static Document Support (1.15)

All static documents selected in a transaction will now appear as individual tabs within Compliance Safety Net and document fields are available for completion within these tabs. This functionality is in its beta stage and additional updates will be delivered in future deployments. Reference: FLOW-2694

Presentation/Usability Updates (1.14)

Various enhancements have been made to the different workflows to more effectively present the data collection in ways that will be more usable and efficient for the end user. Reference: FLOW-2940, FLOW-2932, FLOW-2847, FLOW-2840, FLOW-2830, FLOW-2759, FLOW-2737, FLOW-2724, FLOW-2680, FLOW-2665, FLOW-2655, FLOW-2635, FLOW-2633, FLOW-2630, FLOW-2603, FLOW-2591, FLOW-2582, FLOW-2532, FLOW-2491, FLOW-2486, FLOW-2484, FLOW-2381, FLOW-2219, FLOW-1989, FLOW-311, FLOW-169

Payment Calculation workflow updates (1.14)

The Payment Calculation workflow has been updated for compatibility with document library version 2018.41.0. Reference: FLOW-2856, FLOW-2826, FLOW-2795, FLOW-2776, FLOW-2772, FLOW-2771, FLOW-2712, FLOW-2641, FLOW-2634, FLOW-2627, FLOW-2626, FLOW-2617, FLOW-2578, FLOW-2575, FLOW-2571, FLOW-2566, FLOW-2520, FLOW-2513, FLOW-2394, FLOW-2369, FLOW-2348, FLOW-2329, FLOW-1714, FLOW-2647, FLOW-2326

Data handling updates (1.14)

Various scenarios across the different Workflow product lines had issues handling data both internally within the workflow session memory and with the output TXL data. Reference: FLOW-2925, FLOW-2893, FLOW-2878, FLOW-2861, FLOW-2793, FLOW-2763, FLOW-2749, FLOW-2744, FLOW-2725, FLOW-2671, FLOW-2670, FLOW-2654, FLOW-2646, FLOW-2607, FLOW-2580, FLOW-2547, FLOW-2542, FLOW-2444, FLOW-2435, FLOW-2360, FLOW-2351, FLOW-2278, FLOW-2122, FLOW-93

Enhancements to Deposit and Tax Favored Account workflows (1.14)

As part of this release, in depth testing was conducted across the latest Deposit and Tax Favored Account libraries. Several bugs were fixed and usability upgrades were added. This also includes support for a new document, the Affidavit Statement. Reference: FLOW-2881, FLOW-2880, FLOW-2816, FLOW-2815, FLOW-2814, FLOW-2810, FLOW-2806, FLOW-2802, FLOW-2800, FLOW-2792, FLOW-2775, FLOW-2761, FLOW-2750, FLOW-2742, FLOW-2734, FLOW-2731, FLOW-2729, FLOW-2727, FLOW-2710, FLOW-2708, FLOW-2706, FLOW-2705, FLOW-2700, FLOW-2697, FLOW-2681, FLOW-2674, FLOW-2667, FLOW-2662, FLOW-2659, FLOW-2657, FLOW-2656, FLOW-2645, FLOW-2625, FLOW-2598, FLOW-2492, FLOW-2273, FLOW-2165, FLOW-2116, FLOW-2040, FLOW-1996, FLOW-1820, FLOW-1778, FLOW-1760, FLOW-1734, FLOW-1681, FLOW-1623, FLOW-1590, FLOW-1559, FLOW-513, FLOW-508, FLOW-500, FLOW-483, FLOW-478, FLOW-468, FLOW-370, FLOW-336, FLOW-329, FLOW-327, FLOW-268, FLOW-265, FLOW-257, FLOW-224, FLOW-173, FLOW-96, FLOW-66, FLOW-2065

Patch updates (1.13)

The existing Compliance Safety Net 1.13 version has been updated with a patch build that includes the following updates:

January 29:

• Previously, certain scenarios would not hand off all calculated data when returning from the Payment Calculation workflow into the Lending workflow. This has been corrected. Reference: FLOW-2835

• Using data from a prior Compliance Safety Net session previously incorrectly handled Entity Role elements which were added in the Workflow. On a subsequent session these Roles were treated as if they were coming from the platform system and dropped on subsequent TXL output. This has been corrected. Reference: FLOW-2860

• Previously, the Print Preview feature could render most, but not all, of the documents without giving the appropriate error message for any documents that failed to render. This has been corrected. Reference: FLOW-2818

January 18:

• In certain scenarios, the Federal Tax Classification Type was being requested, even though the data was already present in the input TXL. This has been corrected. Reference: FLOW-2760

• To prevent redundancy, the value provided at this node in the TXL data structure /TransactionValues/TermsAndProvisions/Loan/TransactionDetails/Interest/RateStreams/RateStream/RateType will auto-fill /TransactionValues/DSL/LoanLevel/InterestAndPayments/LoanRateType, which is used by the Document Selection Logic. Reference: FLOW-2777

January 11:

• Previously, a Balloon Option Payment question was not being asked, even though the data was required. This has been corrected and is being defaulted by CSi. Reference: FLOW-2701

• In some Consumer Lending scenarios, the TXL data was not being generated properly, causing issues retrieving data and with print preview. This has been resolved. Reference: FLOW-2687

• In print previews, the barcode font was not rendering properly. This was a server deployment issue and has been corrected. Reference: FLOW-2660

• The Specific Collateral Description data element was previously becoming unlocked incorrectly after returning from the Payment Calculation workflow. This has been resolved. Reference: FLOW-2613

• Previously, certain date fields could disappear when supplied invalid values. This has been resolved. Reference: FLOW-2612

• The Repayment Language tab should now load the previews in all scenarios. Reference: FLOW-2611

January 4:

• Previously, the Debug mode option to download the TXL was not working in Internet Explorer. This has been resolved. Reference: FLOW-2610

• In some missing data scenarios (such as missing data that should come from CSi Simplicity), a blank error message was appearing due to a bug in handling that message. This has been resolved. Reference: FLOW-2614

• In the original deployment of this version, there was a minor issue with grouping and ordering information (the settings of where data appears within tabs in the Workflows). This has been corrected. Reference: FLOW-2616

Data ownership and exchange changes (1.13)

As detailed in the separate document “Data ownership, exchange, and persistence”, more clear-cut handling of data exchange between your Platform system and the Compliance Safety Net application is needed to ensure no stale data is present, especially when multiple workflow sessions are required. Within the Compliance Safety Net application, this involved a change where the API session calls will return only the data collected in the Compliance Safety Net. The full TXL response is still available by adding “fullTransactionData”: “true” to the request. Reference: FLOW-2392, FLOW-2423, FLOW-2390, FLOW-2042

Presentation/Usability Updates (1.13)

Various enhancements have been made to the different workflows to more effectively present the data collection in ways that will be more usable and efficient for the end user. Reference: FLOW-248, FLOW-330, FLOW-2367, FLOW-2500, FLOW-2480, FLOW-2385, FLOW-2375, FLOW-2296, FLOW-2185, FLOW-2135, FLOW-2129, FLOW-1719, FLOW-1688, FLOW-2452, FLOW-2436, FLOW-2299, FLOW-2252, FLOW-2125, FLOW-2104, FLOW-2309, FLOW-2160, FLOW-2208, FLOW-2260, FLOW-2413, FLOW-2276, FLOW-2320, FLOW-2433

Payment Calculation workflow updates (1.13)

The Payment Calculation workflow has been updated for compatibility with document library version 2017.354.0. Reference: FLOW-2543, FLOW-2502, FLOW-2416, FLOW-2528, FLOW-2535, FLOW-2501, FLOW-2546, FLOW-2544, FLOW-2516, FLOW-2518, FLOW-2494, FLOW-2519, FLOW-2509, FLOW-2483, FLOW-2503, FLOW-2504, FLOW-2386, FLOW-2464, FLOW-2461, FLOW-2403, FLOW-2398, FLOW-2397, FLOW-2368, FLOW-2379, FLOW-2139, FLOW-2377, FLOW-2275, FLOW-2230, FLOW-2052, FLOW-2041, FLOW-1963, FLOW-2081, FLOW-2522

Static document data collection support (1.13)

The first support for static document data collection is available within the Compliance Safety Net application. This feature will allow the end user to see a visual representation of the static document and enter data on the screen to be rendered as part of the final transaction. Reference: FLOW-1239, FLOW-2530, FLOW-2424

KNOWN ISSUE: For those using the Payment Calculation workflow, there is an issue where the Static Document data is not preserved when switching to the Payment Calculation workflow. For this version, users should wait to answer Static Document data until they have completed the calculation data.

Performance updates (1.13)

A few updates have been included to improve performance for end users. Reference: FLOW-2305, FLOW-2446, FLOW-2286, FLOW-2186, FLOW-2009.

Duplicate data issues resolved (1.13)

In some transaction scenarios certain data elements would appear multiple times. This has been corrected. Reference: FLOW-2178, FLOW-2105, FLOW-1112

Authorized Signer Enhancements (1.13)

Authorized Signers may now be linked to the parent entity instead of linking the parent entity to the authorized signer. Additionally, this link can now be made in the Entities slide out in addition to the Role Assignment sub-tab. Reference: FLOW-2298, FLOW-2291, FLOW-2182

Data locking bug fixes (1.13)

Data management update to ensure workflowlocked and workflowhidden attributes are working as expected in various scenarios. Reference: FLOW-2258, FLOW-1980

Miscellaneous bug fixes (1.13)

Various minor updates have been made based on issue reports. Reference: FLOW-2388, FLOW-2318, FLOW-2284, FLOW-2268, FLOW-2254, FLOW-2235, FLOW-2231, FLOW-2224, FLOW-2218, FLOW-2197, FLOW-2130, FLOW-2350, FLOW-2051, FLOW-2451

Debug option added for checking Simplicity data (1.13)

On the debug mode screen that allows launching a new session without using the API, a new button has been added allowing the user to download Simplicity published content for the given institution for debug purposes. Reference: FLOW-2428

Collateral data locking issue (1.13)

In certain Collateral data scenarios, the rules on data locking or hiding were not being honored by Compliance Safety Net. This has been corrected. Reference: FLOW-2053

Invalid Role display removed (1.13)

Previously, if an invalid Role value for an Entity was present, the Compliance Safety Net application would still display that role. This has been changed so that only legitimate Roles based on the CSi Data Schema for the given Document Library Version will be displayed. Reference: FLOW-1957

Content formatting from Simplicity preserved in Compliance Safety Net preview (1.13)

Any content from CSi Simplicity which has formatting applied will be preserved and displayed within Compliance Safety Net transaction previews. Additionally, basic support for formatting (bold, italic and underline only) within text fields has been added. Currently this is only available through key combinations. In a future version of Compliance Safety Net, an enhancement to add a contextual toolbar will be completed. Reference: FLOW-1765

Payment Calculation workflow updates (1.12)

The Payment Calculation workflow has been updated for compatibility with document library version 2017.325.0. There is a known issue you will notice with this version that does not substantively affect the updates. In Debug mode, you may see reference to a missing internal data element named DwellingSecuredFlag. This will be corrected in the 1.13 version.

Presentation/Usability Updates (1.12)

Various enhancements have been made to the different workflows to more effectively present the data collection in ways that will be more usable and efficient for the end user. Reference: FLOW-844, FLOW-922, FLOW-1054, FLOW-1069, FLOW-1576, FLOW-1768, FLOW-1969, FLOW-2013, FLOW-2034, FLOW-2046, FLOW-2099, FLOW-2100, FLOW-2117, FLOW-2121, FLOW-2132, FLOW-2133, FLOW-2147, FLOW-2169, FLOW-2173, FLOW-2175, FLOW-2184, FLOW-2198, FLOW-2199, FLOW-2215, FLOW-2250, FLOW-2257, FLOW-2282

Intermittent data display issue resolved (1.12)

Previously, on an intermittent data the UI would fail to update properly and temporarily display as if the session data was gone even though it was not. This issue has been resolved. Reference: FLOW-2335

Entity group UI enhancements (1.12)

Combined Entity Subtabs into more intuitive groups. The groups are defined as follows:

• Role Assignment – Role assignment for each entity.
• General Information – Information about the applicable entity, for example names, addresses, phone numbers, social security number.
• Transaction Information - Information about the entity’s relationship with the loan or deposit transaction, for example questions about what the entity is doing in the transaction.

Reference: FLOW-1997

Collateral Owner error messaging enhancements (1.12)

Enhanced error messaging for missing Collateral Owners to appear in the bottom of the page’s status bar. In addition, a red asterisk (”*“) will appear next to the “Select an Owner” field. Reference: FLOW-1703

UI change for adding data to collections of values (1.12)

Enhanced the UI display for data value collections. A user will now click a plus button, as shown below, to add values. Previously, a new empty field was displayed which caused some usability challenges with end users.

Reference: FLOW-1473

Duplicate data consistency (1.12)

In some cases, the underlying data of documents can have duplicate data elements for a single node in the CSi Data Schema. This is an issue that will be resolved over time at the document (FXL) level. However, as a temporary measure, when possible the values are kept in sync for the user automatically to avoid any inconsistencies. Reference: FLOW-943

Updates to Payment Calculation Workflow (1.11)

Various updates have been made to the Payment Calculation Workflow to improve overall functionality and usability. The Payment Calculation Workflow changes are synchronized with Document Library version 2017.311.0. Reference: FLOW-1793, FLOW-1826, FLOW-1929

Presentation/Usability Updates (1.11)

Various enhancements have been made to the different workflows to more effectively present the data collection in ways that will be more usable and efficient for the end user. Reference: FLOW-689, FLOW-758, FLOW-843, FLOW-1003, FLOW-1522, FLOW-1538, FLOW-1545, FLOW-1609, FLOW-1689, FLOW-1708, FLOW-1789, FLOW-1797, FLOW-1847, FLOW-2012, FLOW-2013, FLOW-2024, FLOW-2044, FLOW-2047, FLOW-2048, FLOW-2053, FLOW-2073, FLOW-2093, FLOW-2096, FLOW-2101, FLOW-2114, FLOW-2115

Superfluous data is not displayed (1.11)

Previously, if data was present at the start of a workflow session that was not actually in use on any document in the transaction, this data would display in the UI regardless. This has been corrected so that data only displays when in use within the given transaction. Reference: FLOW-2025

UI enhancements for Entity and Collateral data collection (1.10)

The collection of Entity data has been enhanced in the following manner:

Enhancements to the Entities Sidebar:

• The Entities sidebar now has search functionality so that a user can type in all or a portion of an entity’s name or role assigned to an entity to filter on and easily locate that entity.

• The Entities sidebar now organizes entities into 3 main subcategories: (1) Main Entities; (2) Related Entities, and (3) Ancillary Entities. A definition of each of these entities is available via a help icon.

• The entire Entities sidebar is expandable and collapsible.

Entities Sidebar on Other (non-Entities) Workflow tabs:

• The Entities sidebar is now available on every tab of the Lending and Deposit Workflows. This sidebar contains all entity information as it currently does in the Entities tab and follows the user through the Workflow so that it is always available for new roles, entities, and data to be added.

• On Workflow tabs except for Entities and Collateral, the Entities sidebar will alert a user when a new role or piece of data is in play with a red asterisk, and a user can enter a new entity or add a role to an existing entity from the sidebar. If additional information beyond a role is needed, a data collection screen will slide out to the right of the Entities sidebar to capture that additional information.

• Only new or relevant information is exposed on the data collection slide out.

Entities Sidebar on the Collateral tab:

• If new entity data becomes required for each piece of collateral in the transaction, required data will be indicated with a red asterisk on the Entities subtab in the sidebar. A user can assign any new roles to an existing entity or create a new entity to capture that information.

• Any additional information beyond the role and entity name is captured in a slide out screen to the right of the sidebar.

Reference: FLOW-1952

Updates to Payment Calculation Workflow (1.10)

Various updates have been made to the Payment Calculation Workflow to improve overall functionality and usability. The Payment Calculation Workflow includes changes that are dependent on an upcoming release of the underlying FXL files. These unfinished versions have been deployed for compatibility purposes. Reference: FLOW-1999, FLOW-2004

Presentation/Usability Updates (1.10)

Various enhancements have been made to the different workflows to more effectively present the data collection in ways that will be more usable and efficient for the end user. Reference: FLOW-144, FLOW-157, FLOW-167, FLOW-300, FLOW-307, FLOW-320, FLOW-641, FLOW-1544, FLOW-1556, FLOW-1558, FLOW-1630, FLOW-1658, FLOW-1689, FLOW-1693, FLOW-1785. FLOW-1801, FLOW-1822, FLOW-1828, FLOW-1874, FLOW-1882, FLOW-1959, FLOW-1966, FLOW-1972, FLOW-1978, FLOW-1993, FLOW-1995, FLOW-1998

Miscellaneous updates (1.10)

A question mark icon is now presented next to each role on the Entities sidebar so that a user can click on the icon and see an explanation of how the role is intended to be used in the transaction. Reference: FLOW-1210

Roles that have exceeded their allowable number of instances will no longer be able to be selected. For example, the Notary role is only allowed to be used once per transaction. After a role of Notary has been assigned once in the transaction, it will appear with a gray background in the workflow. Reference: FLOW-1234

The ability to enable or disable debug mode has moved from an application level configuration to a platform id configuration. Reference: FLOW-1911

The NewSession page now allows for multiple TXLs to be selected for upload. Reference: FLOW-1922

Performance Enhancements (1.10)

Various enhancements have been made to Compliance Safety Net to increase performance and speed of the Workflow. Reference: FLOW-2030

Presentation/Usability Updates (1.9.1)

Two minor enhancements have been made for the Payment Calculation workflow. These are being deployed in a version 1.9 Patch release. Reference: FLOW-2007, FLOW-2020

Updates to Payment Calculation Workflow (1.9)

Various updates have been made to the Payment Calculation Workflow to improve overall functionality and usability. The Payment Calculation Workflow includes changes that are dependent on an upcoming release of the underlying FXL files. These unfinished versions have been deployed for compatibility purposes. Reference: FLOW-1954, FLOW-1948, FLOW-1940, FLOW-1834, FLOW-1835, FLOW-1833, FLOW-1971, FLOW-1895, FLOW-1976, FLOW-1945, FLOW-1943, FLOW-1977

Presentation/Usability Updates (1.9)

Various enhancements have been made to the different workflows to more effectively present the data collection in ways that will be more usable and efficient for the end user. Reference: FLOW-1965, FLOW-1938, FLOW-1964, FLOW-241, FLOW-1813, FLOW-1705, FLOW-1903, FLOW-1758.

Multi-workflow data collection (1.9)

Compliance Safety Net now includes the ability to collect data from multiple workflows by allowing the user to switch between workflow types while maintaining the same data session. This Beta version of this feature contains the ability to Launch Payment Calculation Workflow from Lending Workflow.

Future planned multi-workflow paths include: 1. Launch Lending Workflow to get to Run Time Provisions Workflow and get back to Lending Workflow 2. Launch TFA Workflow to get to Deposit Workflow and get back to TFA Workflow 3. Launch Deposit Workflow to get to TFA Workflow and get back to Deposit Workflow

This feature is available through a configuration option.

Performance Enhancements (1.9)

Various enhancements have been made to Compliance Safety Net to increase performance and speed of the Workflow. Reference: FLOW-1953

Updates to Payment Calculation Workflow (1.8.1)

Various updates have been made to the Payment Calculation Workflow to improve overall functionality and usability. The Payment Calculation Workflow includes changes that are dependent on an upcoming release of the underlying FXL files. These unfinished versions have been deployed for compatibility purposes. Reference: FLOW-1817, FLOW-1816, FLOW-1804, FLOW-1808, FLOW-1631, FLOW-1859, FLOW-1841, FLOW-1848, FLOW-1829, FLOW-1824, FLOW-1862, FLOW-1860, FLOW-1880, FLOW-1851, FLOW-1881, FLOW-1856, FLOW-1827, FLOW-1849, FLOW-1950, FLOW-1949, FLOW-1944, FLOW-1942, FLOW-1937, FLOW-1935, FLOW-1933, FLOW-1930, FLOW-1928, FLOW-1927, FLOW-1926, FLOW-1924, FLOW-1923, FLOW-1921, FLOW-1919, FLOW-1918, FLOW-1916, FLOW-1913, FLOW-1806, FLOW-1771, FLOW-1728, FLOW-1636, FLOW-1858, FLOW-1854. FLOW-1853, FLOW-1846, FLOW-1810, FLOW-1886, FLOW-1884, FLOW-1883, FLOW-1877, FLOW-1869, FLOW-1867, FLOW-1866, FLOW-1863, FLOW-1912, FLOW-1910, FLOW-1909, FLOW-1908, FLOW-1906, FLOW-1905, FLOW-1904, FLOW-1902, FLOW-1897, FLOW-1894, FLOW-1893, FLOW-1891, FLOW-1890, FLOW-1889, FLOW-1888, FLOW-1887

Date display and selection updates (1.8.1)

Changed the format of all date fields to render as mm/dd/yyyy and provided users the ability to select a date from a calendar icon. Reference: FLOW-1713

Modifications to Start from Scratch Capability (1.8.1)

The Start From Scratch functionality now retains the last information entered including Workflow Type, Document Library Version, License Key, and Configuration. Reference: FLOW-1839

Presentation/Usability Updates (1.8.1)

Various enhancements have been made to the different workflows to more effectively present the data collection in ways that will be more usable and efficient for the end user. Reference: FLOW-1845, FLOW-1932, FLOW-1845

Updates to Payment Calculation Workflow (1.8)

Various updates have been made to the Payment Calculation Workflow to improve overall functionality and usability. The Payment Calculation Workflow includes changes that are dependent on an upcoming release of the underlying FXL files. These unfinished versions have been deployed for compatibility purposes. Reference: FLOW-1752, FLOW-969, FLOW-1631, FLOW-1771, FLOW-1728

Presentation/Usability Updates (1.8)

Various enhancements have been made to the different workflows to more effectively present the data collection in ways that will be more usable and efficient for the end user. Reference: FLOW-1823, FLOW-1802, FLOW-1791, FLOW-1759, FLOW-1758, FLOW-1775, FLOW-1751, FLOW-1712, FLOW-1534, FLOW-288, FLOW-123, FLOW-1743, FLOW-1670, FLOW-1772

Performance Enhancements (1.8)

Various enhancements have been made to Compliance Safety Net to increase performance and speed of the Workflow. Reference: FLOW-1653 FLOW-1641, FLOW-1194, FLOW-799, FLOW-1704

Default Partner Configuration ID (1.8)

Instead of providing a document library version in the web.config file a default partner configuration id is now provided in the web.config. Reference: FLOW-1790

Modifications to Start from Scratch Capability (1.8)

To allow the API to continue to support the Start From Scratch functionality and yet prevent rogue access the following changes have be made:

The Start From Scratch functionality will work when: a. The systems is in debug mode AND b. The request to workflow is a GET not a POST

In any other scenario, when a request is made with a session id that does not exist, a standard message is returned stating that the session does not exist. Reference: FLOW-1488

ClearSession Partner API Call Outside of Browser Request (1.8)

Access to ClearSession though a partner specific API has been implemented. Reference: FLOW-1468

Updates to Payment Calculation Workflow (1.7.1)

Various updates have been made to the Payment Calculation Workflow to improve overall functionality and usability. Reference: FLOW-1784, FLOW-1779, FLOW-1748, FLOW-1729, FLOW-1726, FLOW-1720, FLOW-1615, FLOW-1762, FLOW-1787, FLOW-1786

After all calculation input values are satisfied, a Repayment Language tab will now render which allows a user to preview the language that will render in the completed lending transaction documentation. For commercial lending transactions, the ability to configure this data by appending to or replacing it with custom language has also been added. Reference: FLOW-1552, FLOW-1756, FLOW-1746

Refined functionality allowing a user to lock or edit Simplicity data that is being passed into the Payment Calculation Workflow. Reference: FLOW-1763

Presentation/Usability Updates (1.7.1)

Various enhancements have been made to the different workflows to more effectively present the data collection in ways that will be more usable and efficient for the end user. Reference: FLOW-1712, FLOW-123

Updates to Payment Calculation Workflow (1.7)

Various updates have been made to the Payment Calculation Workflow to improve overall functionality and usability. The Payment Calculation Workflow includes changes that are dependent on an upcoming release of the underlying FXL files. These unfinished versions have been deployed for compatibility purposes:

Payment Calculation Workflow was inadvertently outputting the CSi Simplicity data. Reference: FLOW-1652

Additional data validation has been added to the Payment Calculation Workflow. Reference: FLOW-1505

A new Results tab, Amortization Schedule tab, and Repayment language tab have been implemented to render calculation output. Reference: FLOW-1504

Reference: FLOW-1731, FLOW-1732, FLOW-1727, FLOW-1736, FLOW-1701, FLOW-1723, FLOW-1717, FLOW-1514, FLOW-1702, FLOW-1657, FLOW-1700, FLOW-1735, FLOW-1721

Presentation/Usability Updates (1.7)

Various enhancements have been made to the different workflows to more effectively present the data collection in ways that will be more usable and efficient for the end user. Reference: FLOW-1656, FLOW-1618, FLOW-1567, FLOW-1646, FLOW-1648, FLOW-1475, FLOW-655, FLOW-1661, FLOW-1634, FLOW-1065, FLOW-1664, FLOW-1622, FLOW-1644, FLOW-1625, FLOW-1655, FLOW-1659, FLOW-1642, FLOW-1635, FLOW-1632, FLOW-1724, FLOW-1154

Performance Enhancements (1.7)

Various enhancements have been made to Compliance Safety Net to increase performance and speed of the Workflow. Reference: FLOW-1663, FLOW-1649, FLOW-1637, FLOW-1645, FLOW-1709, FLOW-1653, FLOW-1583, FLOW-1641, FLOW-1476

Document Library Version fully in effect (1.7)

The document library version that is supplied in the startSession request is now being fully utilized in the workflow and is no longer being overridden by the document library version in the partner configuration file. If the startSession request does not contain a document library version value, then the value supplied in the configuration file will be utilized by that session.

This utilization includes not only selecting the version of document FXLs from the standard library but additionally includes loading Simplicity published content for that document library version. Reference: FLOW-1706

Clearable Data Fields (1.7)

The ability to make certain fields that are not structurally required in any document clearable has been added to Compliance Safety Net. Fields that were once required to complete a transaction may now be indicated with a checkbox in the user interface and will no longer be required for document rendering.

The primary spot where this option will appear is data related to notarization which may need to be filled in on an already rendered document. Reference: FLOW-1665

Presentation/Usability Updates (1.6)

Various enhancements have been made to the different Workflows to more effectively present the data collection in ways that will be more usable and efficient for the end user. Reference: FLOW-1229, FLOW-1459, FLOW-1492, FLOW-1643, FLOW-1589, FLOW-1647, FLOW-1624, FLOW-1503, FLOW-104, FLOW-1586, FLOW-1633, FLOW-1600, FLOW-1596

Editing of Simplicity data (1.6)

Added the ability to control editing and overriding Simplicity data at transaction time within Compliance Safety Net. Currently this is only supported in the Payment Calculation Workflow. Reference: FLOW-1551

Document Library Version targeting (1.6)

Compliance Safety Net is now integrated to the CSi cloud content repository service so that it can support multiple document libraries. Initially target version 2017.213.0. Reference: FLOW-1550

Sending Workflow Event Notification to notificationUrl (1.6)

The event notification now sends a notification out to the Notification URL when an event is triggered if a value is assigned to the “notificationURL” argument in the StartSession call. If a value is not provided to a “notificationURL” then notifications are not sent. Reference: FLOW-1480

Resolution of base64 Encoding Errors (1.6)

Sending multiple TXLs in the StartSession request no longer results in an Object Reference error when the TXLs are base64 encoded. Reference: FLOW-1148

Creation of Payment Calculation Workflow (1.5)

A Payment Calculation Workflow has been created that currently supports Commercial Lending transactions. Reference: FLOW-1574, FLOW-1541, FLOW-1275

Simplicity Supplemental File Delineation (1.5)

Unique document library paths for each client have been created to ensure the appropriate Simplicity Supplemental files are being passed into the various Workflows. Reference: FLOW-1568

Basic core data locking (1.5)

Compliance Safety Net can now be configured to limit the addition of data that should only come from your Platform system. If this configuration is turned on, then the addition of Collateral is restricted. Also, specific roles (such as Borrower) can be restricted so that the end user cannot add entities or collateral (in a Lending context) that should only come from your UI. Reference: FLOW-1564

Presentation of buttons in various Workflow environments (1.5)

In Compliance Safety Net debug mode, a user will always the see the Preview, Download TXL, and Upload TXL buttons for testing and debugging purposes. In the Production mode, a user will never see the Download TXL (and other Download buttons) or Upload TXL buttons. The Preview, Save/Submit, and Clear buttons are now controlled by individual partner themes. Reference: FLOW-1540

Source attribute updated for changed values (1.5)

The source attribute now updates when a value that was provided in the initial TXL is changed in Compliance Safety Net. Reference: FLOW-1509

Base64 encoding on TXL output (1.5)

The output TXL can now be returned as base64 instead of raw XML and this is based on the type of request sent. Reference: FLOW-1477

(Demo) in Workflow Title (1.5)

The tile in Compliance Safety Net no longer reads, (Demo) when in Production mode. Reference: FLOW-1198

Presentation/Usability Updates (1.5)

Various enhancements have been made to the different workflows to more effectively present the data collection in ways that will be more usable and efficient for the end user. Reference: FLOW-1215, FLOW-1229, FLOW-1231, FLOW-662

Presentation/Usability Updates (1.4)

Various enhancements have been made to the different workflows to more effectively present the data collection in ways that will be more usable and efficient for the end user. Reference: FLOW-1527, FLOW-410, FLOW-337, FLOW-35, FLOW-319, FLOW-1497, FLOW-1501, FLOW-435, FLOW-302, FLOW-272, FLOW-1493, FLOW-360, FLOW-438, FLOW-371, FLOW-620, FLOW-1523, FLOW-1532, FLOW-1084, FLOW-1081, FLOW-1009, FLOW-726, FLOW-801, FLOW-1493, FLOW-980, FLOW-968, FLOW-729, FLOW-766, FLOW-1093, FLOW-1189, FLOW-1472, FLOW-1460, FLOW-1506, FLOW-1502, FLOW-874, FLOW-774, FLOW-1530, FLOW-1520

Merging of TXL data now combines Roles and datavalues instead of replacing (1.4)

The Compliance Safety Net accepts multiple TXLs in the data of a startSession API call. Previously, roles on the same entity were getting replaced instead of merged. Additionally, old datavalues nodes were getting overwritten. These issues have been corrected. Reference: FLOW-1508, FLOW-1512, FLOW-1542

Document library support (1.4)

In preparation for full support for targeting a document library, a temporary enhancement has been added that ties a specific document library to the configuration id. Reference: FLOW-1568

Cleanup of unwanted SigningAgent entity roles (1.4)

Previously, the TXL file after adding the SigningAgent role could contain empty, placeholder entity data. This has been corrected. Reference: FLOW-1548

Query String collision (1.4)

For the new redirectUrl property, an issue would occur if the URL used the HTTPS protocol AND already included a query string. If a query string is already present, the sessionId will be appended with an ampersand. Reference: FLOW-1539

URL path update (1.4)

In preparation for support for a general “cloud version” targeting, the Compliance Safety Net application has been updated to accommodate a version segment of the URL without impacting the API call functionality. Reference: FLOW-1533

Payment Calculation workflow now available (1.4)

See separate documentation for details if you are licensed for the use of this workflow type. Reference: FLOW-1531

Source attribute update (1.4)

If data provided in the initial TXL was edited within the Workflow, this now will accurately reflect the Source as the Compliance Safety Net. Reference: FLOW-1509

Resolutions scenario data persistence (1.4)

Previously, in some transactions where the Resolutions data was being collected, there was an issue with the persistence of that data in the user’s session. This has been corrected. Reference: FLOW-1495

Updates to notificationUrl and redirectUrl (1.4)

The following updates are present in this version:

• notificationUrl and redirectUrl are both now available on the startSession call.

• When a notificationUrl is supplied, that URL will be receive a post request with the session ID, event code and message when the user clicks the Save/Submit button. If the notificationUrl begins with “https” then a sessionId will also be passed as a URL query string parameter.

• When a redirectUrl is supplied, then the Save/Submit button will redirect to that URL.

• If both properties are supplied, the POST notification will occur first, and the redirect will occur after the POST is processed.

• If neither property is supplied, the submit button will be disabled.

Additionally, there is a NotificationButtonText configuration property that CSi can set for you in your configuration (specified through the configuration id in startSession) in order to override the default text of the button. Reference: FLOW-1445

Prevent user from selecting illegal entity role combination (1.4)

A single entity cannot have more than one of the following roles:

• Borrower
• Guarantor
• Hypothecator
• Cosigner
• CollateralCoOwner

Therefore, once one of these roles is assigned to an entity, we should lock the other roles so they cannot be added. Reference: FLOW-1116

Presenting additional data to further describe collateral (1.4)

When applicable, collateral can be given a custom description. This data will now be utilized in the Collateral tab to give the user additional context about each piece of collateral. Reference: FLOW-1085

The ResolvingParty role is now automatically set (1.4)

If for a Non-Individual entity the user has indicated the Resolution is not on file, the ResolvingParty role will be automatically added. Reference: FLOW-1058

Primary role quick view (1.4)

For increased usability, the Entity list will display labels highlighting entities with primary roles in the transaction. Reference: FLOW-931

Optional data removal (1.4)

In some cases, optional data could not be removed after it was added. This has been corrected. Reference: FLOW-789

Data elements repeated (1.4)

In certain cases when a data element was used across multiple documents in a transaction it would be erroneously requested of the user multiple times. This is corrected. Reference: FLOW-662