Fixed Issues for Version 22.1.0.2Server Patch 2 (Broker Edition)

This section describes the issues that have been fixed in this release.

Why we fixed this issue: 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 22.1 Critical Patch 2 release includes the following items, which are client-side updates that are applied to users' Encompass client machines (22.1.0.2). This client update 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 this update upon their initial log in of Encompass following the release.

An issue was resolved that affected the Green Check Mark, Blue Flag, or Red Flag icons that display for the Price Limit indicator (field ID QM.X384) in the General Qualified Mortgage column on the ATR/QM Eligibility tab on the ATR/QM Management input form.

This issue occurred because the logic for populate the Price Limit indicator icon was not updated when the other calculations in Encompass were adjusted for the 2022 thresholds. This resulted in an incorrect icon displaying for some loans that fell in a range between the 2021 and 2022 thresholds. This issue has been resolved and the following logic is now being used to populate the icons:

  • To determine the Consummation Date:

    • The Document Signing Date (field ID 1887) is used if it has a value.

    • If the Document Signing Date is blank, the Closing Date (field ID 748) is used.

    • If the Closing Date is blank, the Estimated Closing Date (field ID Field 763) is used.

  • If the Consummation Date is on or after 1/1/2022, then 2022 thresholds are used, otherwise apply 2021 thresholds are used.

CBIZ-45007

Update to the Encompass Server (i.e., Server Patch 2)

The Server Patch included with this release will be applied to the Encompass Server automatically and cannot be controlled manually via the Encompass Version Manager tool. The Server Patch includes updates to features available in Encompass Banker Edition only. The server patch updates are not applicable to Encompass Broker Edition.

 

Next Section: Change Log  
  Previous Section: New Features & Forms