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Jun '20 Release 🎉

almost 4 years ago by Dana Soltani

The EPC 2.0 June 2020 release is now live in production! With this release, we've made a number of new features and improvements available:


Support for Order History in Encompass Desktop:

Encompass desktop provides to its users the capability to get service order updates via in-app alerts, and to understand the current status and history for service orders on a loan. For example, when a new service order is placed in the Encompass desktop client, a clock icon appears on the subject service category on the services side-nav, indicating that the order has been received by the partner and is being processed. Appearance of a paper clip icon for the category indicates that the partner has fulfilled the order. Encompass users can click on this icon to open a summary view for service orders of that category - optionally allowing them to open integration delivered files in the eFolder, or to launch an integration in the context of a specific service order.

With this release, EPC is enabling these features for partner integrations, providing lenders with the visual cues and order tracking functionalities that they are accustomed to working with when ordering services in the Encompass desktop client. EPC integrations will now support the clock, paperclip, and document icon as well as the order history experience out-of-the-box. There is nothing special that partners have to build into their EPC integration to enable these functionalities! They are managed under the hood by the EPC platform.


Support for Naming 1-click/Automated Transaction Template Definitions:

With this release, partners can take advantage of an update to the JavaScript API's transactionTemplate.save method - enabling lender administrators to assign a name to a transaction template for 1-click and automated orders.

Before this release, the name for these transaction templates were auto-generated. With this release, a partner integrations administrator-facing view can now prompt the lender administrator to provide a name for their transaction template - which they can then use to identify the template when associating it to a 1-click/automated order setup. Allowing lender administrators to assign specific names to these templates enables them to more easily identify an appropriate template when they are configuring 1-click/automated service ordering workflows for use in their organization.


If you have any questions or comments, you can send them to us at [email protected]. You can also post your questions and look for answers on our discussion board - which is actively tracked by a community of experts available to help as needed.