ICE Data & Document Automation and ICE Mortgage Analyzers 24.1.0.0 Release Notes

These are the release notes for the ICE Data & Document Automation and ICE Mortgage Analyzers 24.1.0.0 Release. They include a high-level overview of new features, feature and form enhancements, and fixed issues, followed by more detailed information and instructions where appropriate.

These release notes also provide information about updates to the 24.1 release that were made available on March 30, 2024.

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Release Highlights

Automated Data Extraction Updates

  • Standard ADE Learnset 24.1.0.0 is introduced

Automated Document Recognition Updates

  • Standard ADR Learnset 24.1.0.0 is introduced

  • ADR has been updated to support new document types, enhance recognition for existing document types, and provide ADR accuracy improvements

Document Delivery

  • ICE Data & Document Automation desktop application introduces delivery of source documents via FTP and email. Delivery packaging templates can be configured in the ICE Data & Document Automation Administration Portal to support delivery of source documents.

User Profile Update

  • Access to the user profile from folders, inboxes, and threads in the ICE Data & Document Automation desktop application

Indexing Validation Enhancements

The ICE Data & Document Automation web application introduces indexing validation enhancements:

  • Required applicants are supported for documents in indexing validation work items

  • Indexing validation work items cannot be completed if there any documents in these work items have unassigned required applicants. The Unable To Determine option is added to the Applicants and Complete dialog boxes.

  • New keyboard shortcuts are provided for document actions

  • Comments can now be added to documents without renaming

  • Missing documents can be copied from stacking orders using a button

  • Sections can be edited, merged, split and removed from documents in indexing validation work items

Annotation Update

  • Annotations can be added as external by default in the ICE Data & Document Automation desktop and web applications

  • External annotations are now editable

  • A privilege to add annotations as external by default can be added for a role in the ICE Data & Document Automation Administration Portal

Password Reset Enhancements

  • Password reset enhancements are introduced in the ICE Data & Document Automation desktop application, web application, and administration portal

Multifactor Authentication Update

  • MFA security challenge can be configured to be triggered after a certain number of days for site users and guest users, even if they are using the same device and browser

ADE Skip High Confidence Fields

  • Data & Document Automation administrators no longer need to manually enable or disable ADE skip high confidence fields for custom extraction sets; this setting will be enabled by default for all custom extraction sets

Encompass Integration Updates

  • Enhancements to suppress ingestion feature: changes are made to allow ingestion of documents when they are moved from a container not allowed for ingestion to a container allowed for ingestion

The ICE Data & Document Automation Administration Portal has been updated to support additional Encompass integration features:

  • Active Encompass integration configurations can be exported and imported on a new site

  • Encompass integration UI mode supports configuration of loan mirroring and rollout rules

  • Default document mirroring configuration can now be updated in UI mode

  • Configuration of default document assignment to eFolder is supported in UI mode

  • Encompass configuration status notification now displays in UI mode while configurations are being applied, indicating that further configurations need to wait

Mortgage Data Management

  • Ingestion coverage has been extended for automation quality data for a total of 981 fields from ADE output and 11 fields from MISMO 3.4 data sources

  • Support is provided for 23 new sources

  • MDM retains applicant association made in the data validation station

  • Robust administration of data mappings is supported

Mortgage Analyzers

  • Support of VA Benefits income in the Income Analyzer

  • Updates and enhancements in the Credit Analyzer and Business Association

  • Further integration of the Mortgage Analyzers with Encompass

Document Ingestion and Processing

  • Provided support for auto tagging and sectioning in the Index by Sender flow

  • Two parameters have been updated in the Trigger Data Audit rule

Next Section: ADE