The EPC 2.0 March '25 release is scheduled for March 15, 2025. With this release, we've included the following new features and improvements:

Platform updates

The following EPC platform updates are included in this release:

• supportPreconfiguredOptions product feature flag [EPC-37569]: As a partner, you can now configure your product to support supportPreconfiguredOptions. Similar to other product feature flags that enable service management to tailor the admin experience, this feature flag supports partners with automated ordering preconfigured options. By default, this is set to true, i.e. you need to set it to false to disable the feature. When this flag is set to false:
  • Lender admin will not be prompted to configure Automated Options while configuring Automation Rules of your product
  • At runtime, first request type will be implemented for Easy Order and Automated flows
  • Impacted APIs:
    • POST, GET: v2/products
    • PATCH, GET: v2/products/{productId}

{
  "partnerId": "007001",
  "name": "Product Name",
  "partnerUrl": "www.partnerProductUrl.com",
  "interfaceUrl": "https://int-ha-2-showcase.ssf.epc.rd.elliemae.io/",
  "adminInterfaceUrl": "https://int-ha-2-showcase.ssf.epc.rd.elliemae.io/",
  "integrationType": "ASYNC",
  "feature": {
    "supportPreconfiguredOptions": true
}
}

For the UI impact of this feature, see the Partner Option Added to Disable Easy Order and Automated Option Configuration entry in the Encompass Web Interface Release Notes for the 25.1 Major Release.

• Stacking Template support in preConfiguredResources [EPC-37941]: Lender admins can now configure preConfiguredResources leveraging existing Encompass stacking templates. This enables lenders to apply the configured stacking template to partner documents when submitting the service order. For more information, see Use Stacking Template Document Option Added for Easy Order and Automated Order Setup entry in the Encompass (web interface) release notes for the 25.1 Major Release.
• Outbound doc mapping applied when WFE update service order rule fires for added attachments [EPC-36988]: Prior to this release, Workflow Engine (WFE) rules with Update Service Order action refreshed the loan data on the service order, without EPC firing any service rules. EPC only refreshed the transaction.request and
  uploaded new files and attached them to the transaction. With this release, outbound doc mapping is applied to new file uploads/transaction attachments. This is supported on WFE Update Service Order rule regardless of the initial serviceOrder type (automated, manual).
• New Disclosure Tracking schemas [EPC-36270, EPC-36271]:
  • DisclosureTrackingLog: Create/update Product now supports newly added schema in response entitlement (see Sample results below)
  • Available for patch transaction responses as well. Schemas of these action results and sample transaction patch payloads available on the following pages:
    • Create disclosure tracking log
    • Update disclosure tracking log

{
    "results": [
        {
            "action": "CREATE_DISCLOSURE",
            "formats": [
                "application/vnd.disclosure-create-1.0.0.json"
            ]
        },
        {
            "action": "UPDATE_DISCLOSURE",
            "formats": [
                "application/vnd.disclosure-update-1.0.0.json"
            ]
        }
    ]
}

• POST Transaction Request Refresh API [EPC-38331]: Prior to this release, there was no provision for EPC partners to refresh transaction request object, unless lender users updated the service order request. With this release, partners can request to update transaction.request by calling this API using a valid partner Token:
  POST: /partner/v2/transactions/:id/actions. Outcome of the this API call will be communicated as transaction webhook as usual.

{
    "type": "refresh",
    "request": {
        "loan": true, 
        "resources": {
            "loanSnapshot": true
        }
    }
}

Javascript Guest Library updates

The following Javascript Guest Library updates are included in this release for both web and desktop interfaces of Encompass:

• getEligibleServiceSetups action [EPC-38437]: New action that allows the user to obtain a list of eligible service setups for the current partner products on the current lender instance

[
    {
        "serviceSetupId": "a7b8d106-3a26-450f-8246-ab09e259a759",
        "productId": "b0e06042-ace0-41ba-b305-774536be73be",
        "productListingName": "Sample product listing name 1",
        "productName": "Product1",
        "category": "PRODUCTPRICING"
    },
    {
        "serviceSetupId": "b73cb539-c9ab-4552-8da8-6b8b88911e7b",
        "productId": "85e9093f-ffce-4614-9ff5-2691e65b1ba2",
        "productListingName": "Sample product listing name 2",
        "productName": "Product2",
        "category": "TITLE"
    }
]

• setContext action [EPC-39062, EPC-38443]: New action to switch current UI context to a specific partner product using serviceSetupId or productId

interface setContext {
  serviceSetupId:  string; 
  productId:       string 
 }

• getContext action [EPC-39720]: New action that allows the user to get information about the current UI context

{
    "productId": "b0e06042-ace0-41ba-b305-774536be73be",
    "serviceSetupId": "a7b8d106-3a26-450f-8246-ab09e259a759",
    "productName": "Product1",
    "category": "PRODUCTPRICING"
}

📘

Note

For more information, see the last three entries in Currently Supported Actions.