The EPC 2.0 August ‘24 release is scheduled for August 17, 2024. With this release, we've included the following new features and improvements:

Platform updates

The following EPC platform updates are included in this release:

• Fixed resource.type for Appraisal report XML files [EPC-34658]: Prior to this release, non-supported file types were attached to the loan as a Loan Folder attachment, requiring lender users to communicate with partners for the specific name of the file. To bridge this gap, starting with this release, a new patch transaction resource type is being introduced: urn:ice:epc:partner:appraisal:report:version:Vx.x.x. Lenders can now identify the appraisal xml files within the transactions resources.
• outboundStatuses section added to findings [EPC-35094]: Findings' status now split into inbound and outbound sections
• Request side updates:
  • Resources support [EPC-34677]: Resources in product registration at transaction.request now supported
  • Documents mapping [EPC-34882]: Prior to this release, transaction service did not accept resource object with both type and assignedTo objects. This has been updated for the request workflow so that both objects are now accepted. [Validation for response resources remain unchanged/not impacted by this update].
• Migration to new EPC2 HA URLs for all products [EPC-34778]: All products now use the same HA URL - across Encompass desktop and web editions.
• Additional product URL support [EPC-31492]: Additional URLs can be added to product configurations.
  • The UI uses the additionalLinks.description as the header in the slide-in page if it exists.
  • The additionalLinks.altText is used as the tool tip for the URL if it exists else do not show tool tip.

"additionalLinks": [
    {
      "type": "ProductConfigurationUrl",
      "url": "",
      "description": "",
      "altText": ""
    }
  ]

• New action to support Get Buy/Sell Pricing for New Lock [EPC-34039]: New result action type: NO_REQUEST_LOCK_CONFIRM available with this release.
• Service events [EPC-35726]: Partners now can send service CREATE_SERVICE_EVENTS result action schema. For more information, see Service events.
• statusEvents response processing [EPC-33779, EPC-36057]: statusEvents lender transformations now applied during response processing.

Service events

• Partners now can send service CREATE_SERVICE_EVENTS result action schema [EPC-35726]: New schema for supporting serviceEvents result in transaction response available with this release:
  • Sender and provider fields in Create service events schema [EPC-36145]: 2 new fields added to sender and provider in Create service events schema. Sender and provider are optional and accept any string.

For more information, see

• Service Events Registration
• Create Service Events
• Service Events

Outbound Document Mapping updates

The following Outbound Document Mapping updates are included in this release:

• Document Mapping UI changes for Inbound and Outbound Mappings [EPC-35615]: The updated Document Mapping UI now separates the mapping, for Inbound documents received by lenders and Outbound files sent from lender to partner, for enhanced clarity and user experience. Encompass admins can now list inbound and outbound mapping values for a service provider separately.

• Document Mapping feature flags and validations [EPC-35758]: Partners will need to add feature flags to their product registrations to indicate your product’s use of the document mapping feature. This flag will be used to control access to the Document Mapping page in Services Management (starting with this release) and to the specific inbound or outbound sections being enabled or disabled. For detailed instructions on how to update the product with the feature flag, see Feature Flags.
• Delete Inbound and Outbound Document Mappings [EPC-35959]: Separate buttons for Delete All Inbound Mappings and Delete All Outbound Mappings added to the Document Mapping page footer.

• Import and export Outbound Document Mapping values [EPC-35760]: Separate Import and Export icons added in each section to import/export files in CSV format, along with an icon to download the mapping template(s).

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Additional resources

See Outbound Document Mapping.

New Document Groups dropdown

New Document Groups dropdown added to filter the selection of attachments in the File Picker modal. This enables users to view the list of attachments in the selected document group (for example, documents in an “Income” document group).

EPC-34034

Services Management: Expose application object in Partner Service Configuration page

Application object actions getPersonas and getRoles are accessible on the service ordering flow so that a partner can support configurations based on that data [existing functionality]. For a more streamlined user experience, these are now accessible from the Services Management > Partner Service Configuration page along with other service setup parameters. getInstanceIdand close actions have also been added so that partners can provide the means to close the integration.

Available actions list (provided to partners):

• getRoles: List of roles containing the following attributes:
  • roleAbbr
  • roleID
  • roleName
• getPersonas: List of personas containing the following attributes:
  • id
  • name
  • isInternal
  • isExternal
• getInstanceId: Object with following attribute:
  • instanceId
• close: Close integration

EPC-36076

Updated spinner

The multi-colored Encompass spinner (available prior to this release) has been updated to a new spinner (displayed during page/data loading delay) for consistency with Encompass UI.

EPC-31245