Fixed Issues for Version 20.2.0.13 (Broker Edition)
This section describes the issues that have been fixed in this release.
This Encompass 20.2.0.13 January Service Pack Critical Patch 8 release includes updates to users' Encompass client machines (20.2.0.13).
Why we fixed these issues: This issue was fixed to improve usability and to help ensure Encompass is operating as expected. This issue was chosen to be fixed based on the severity of its impact to clients and client feedback.
Updates to the Encompass Client Machines
The Encompass 20.2 January Service Pack Critical Patch 8 includes the following items, which are client-side updates that are applied to users' Encompass client machines. These client updates can be controlled manually via the Encompass Version Manager tool. If the tool has been configured to always apply new releases to users’ computers automatically, users will receive these updates upon their initial log in of Encompass following the release.
Encompass Forms and Tools
An issue was resolved that caused changed circumstance forms to not be included when generating some redisclosure packages. This issue occurred when a user selected the Changed Circumstance checkbox (field IDs 3168 and CD1.X61) on the Loan Estimate or Closing Disclosure input form, and then click the Lookup (magnifying glass) icon next to the Changed Circumstance text box (field ID 3169 and CD1.X64) to open a pop-up window to select one or more reasons for the changed circumstance. This issue affected the following forms:
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Custom and standard forms configured to be added to document packages when a change circumstance was indicated. These documents are configured in the Criteria pop-up window in the Documents setting (Encompass > Settings > eFolder Setup > Documents).
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Forms related to a changed circumstance that were generated by the Encompass Docs Solution engine.
This issue has been resolved and the change circumstances forms are now being included in redisclosure packages when appropriate.
Workaround Information:
The following workaround was provided for this production issue and is no longer required for Encompass 20.2.0.13 and later.
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Manually type the reason in the Changed Circumstance text box on the Loan Estimate or Closing Disclosure input form.
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Add the required forms as additional documents when generating a document package.
DOCP-21413
An issue was resolved that caused the CoC forms (change of circumstance forms) to not be included in a redisclosure package when a Good Faith Fee Variance Violated alert was triggered and an Encompass user selected or manually entered a reason for the alert on the Good Faith Fee Variance Violated worksheet. This issue has been resolved and the CoC forms are now included in the redisclosure packages in the scenario described above.
CBIZ-38527
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