Summer 2022 Release Notes
1. Preface
This is a living document, and its contents may be updated often. Any changes to the contents of this document are listed in the Change Record section. Make sure that you have the latest version for use.
The contents of this document are applicable to all the customers who have installed the latest version of Q2 OriginationSummer'22 release for the first time or have upgraded from an earlier version. You can access the release notes of the previous releases from the Q2 Customer Portal.
1.1 Purpose of this Document
This document provides information on the following for the Summer'22 release:
1.2 Intended Audience
The audience of this document includes business users, implementers, and system administrators.
1.3 Prerequisites for Use
This document assumes a basic knowledge of the product concepts, the product release, and the Salesforce platform.
2. Introduction
These release notes may be updated after the first release. Any changes to the contents of these release notes are listed in the Change Record section.
3. Installation Information
Contact your Q2 Professional Services team or the Customer Success team for information on the package dependency and installation order of the packages required to install and set up the latest version of Q2 Origination.
4. Upgrade Considerations
For information on the upgrade steps, see release-related steps in the Q2 Product Upgrade Guide.
5. System Performance
To view the batch jobs performance statistics for Q2 Origination without customizations under test conditions, see the Q2 Performance Benchmarking Guide.
6. New Features and Enhancements
This section briefly describes the new features and enhancements added in the Summer'22 release of Q2 Origination.
For a detailed description of the new features and enhancements, see the following guides published over the Q2 Customer Portal:
Q2 Origination User Guide
Q2 Origination Administration Guide
6.1 Delete Collateral on Application(JIRA ID: GD-6518)
Feature Description
Q2 Origination has been enhanced to support the deletion of collaterals associated with an application. All the associated tasks, documents, policy conditions and all other associated records are rendered inactive from the application. All the UI references to the deleted collateral are also removed.
6.2 Rent Roll Upload (JIRA ID: GD-6813)
Feature Description
Q2 Origination has been enhanced to support the upload of a csv file for rent roll information. This CSV file is now associated to a document category. If rent roll csv is uploaded via Portal, it will display on the collateral page for the back-office user to map the fields from CSV into rent roll information for collateral.
6.3 Loan Team Messaging (JIRA ID: GD-6651)
Feature Description
Prior to this release, there was a hard-coded email template that was used to send email notifications to users tagged in the team messages on an application. Q2 Origination has now been enhanced to support the following:
Salesforce email templates are introduced, where the content of the email template can be modified during implementation.
There are two email templates seeded, one for internal users and another for portal users.
When the user clicks on add message and inputs '@', system will only display SF users and the community user associated with the parties in the application.
6.4 Document Management Enhancements (JIRA ID: GD-6546)
Feature Description
Q2 Origination has been enhanced to support the following in Document Management:
Support for capture of reason as part of the Edit Status on each document category.
Display of the last reason captured as part of Edit Status.
Display of reasons captured on the document UI along with status in the status column.
The file uploaded against the document category will be appended with date and time stamp and displayed on the UI.
History will be logged for all status changes for each document category along with date and time stamp.
6.5 Appraisal Management Enhancements (JIRA ID: GD-6651)
Feature Description
With Summer’22 release of Q2 Origination, appraisal administrator dashboard via the Launchpad has been enhanced to support the following:
Appraisal Admin will now be able to add appraisal bids manually on a collateral’s appraisal request. As part of the bid creation, user will be able to select authorised appraisers and specify an appraisal due date. Admin can also add additional notes.
An email notification is generated and sent to the appraiser notifying him/her about the appraisal request. The email template can be modified during implementations.
Modify the appraisal request due date and update appraisal bid amounts.
Accept bids after reviewing the various bids. An email notification is sent to the appraiser informing him/her about the appraisal bid selection.
Once the appraisal admin receives the appraisal report, he/she will be able to upload the report and also a provision to update the collateral value and value date from the dashboard is provided.
6.6 SKUID Redesign (JIRA ID:GD-5939)
Feature Description
The following pages in Origination have been redesigned in this release to align with the new UI theme:
Lease Dashboard
Manual Pricing- Lease
Rate Card Pricing -Lease
Fees – Lease
Equipment Master
Add New Equipment
Equipment
Account Dashboard and its related pages
7. Fixed Issues
For the issues fixed in a release, see the Post GA section of that release notes. For example, a fix released in a patch on the Summer release is listed in the Post GA section of the Summer RNs.
8. Known Issues
There are no known issues in the Summer’22 release of Q2 Origination.
9. New and Modified Objects
This section briefly describes the new and modified objects in the Summer'22 release of Q2 Origination.
For more details on the added and modified objects, see Q2 Origination Data Dictionaries Guide.
9.1 New Objects
The following table describes the objects added in the Summer'22 release of Q2 Origination.
| Object Name | Field Name | Description |
|---|---|---|
| Entity Fraud Check | Application | As part of the Alloy Integration development, this field is added to reference the Application. |
9.2 Modified Objects
The following table describes the objects modified in the Summer'22 release of Q2 Origination.
| Modified Object | Added/Modified Field | Field Description |
|---|---|---|
| Application | Other Purpose | This new field stores the details of the purpose if Other is selected as the purpose. |
| Appraisal Bid | Appraisal Bid Due Date | This new field represents the due date provided by the appraiser by when the appraiser will provide the appraisal report. |
| Appraisal Request | Note | This new field represents the additional comments /notes captured by the Appraisal admin that needs to be sent to appraiser/s as part of the Bid Invite. |
| CL Product | Ceiling Rate | This new field represents the maximum interest rate that will be charged for the application associated with the product. |
| CL Product | Days Convention | This new field stores the accrual method/day counting convention for the product. |
| CL Product | Rate Revision Frequency | This new field represents the default interest rate revision frequency in a Variable Rate loan. This field is applicable only if the Interest Rate Type is Variable. |
| Message | Message | message of object |
| Message | URL | URL |
| Document Category Status History | Document Category | This new field references the Document Category. |
| Document Category Status History | New Status | This new field stores the new status of the document category. |
| Document Category Status History | Other Reason | This new field stores the detailed reason for document re- upload. |
| Document Category Status History | Previous Status | This new field stores the previous status of the document category. |
| Document Category Status History | Reason | This new field represents the reason for reupload the document. |
| Identification Information | External Id | This new field represents the external ID of the Identification record. |
| Identification Information | Issuer | This new field represents the Issuer of the Identification document. |
10. New and Modified APIs
This section briefly describes the new and modified APIs in the Summer'22 release of Q2 Origination.
For more details on the added or modified APIs, see Q2 Origination REST APIs Guide.
10.1 New APIs
There are no APIs added in the Summer'22 release of Q2 Origination.
10.2 Modified APIs
There are no APIs modified in the Summer'22 release of Q2 Origination.
11. Global Methods
This section briefly describes the global methods that are added or modified in the Summer'22 release of Q2 Origination.
For more details on the added and modified global methods, see Q2 Origination Global Methods Guide.
11.1 New Global Methods
The following table describes the global methods added in the Summer'22 release of Q2 Origination.
| Class Name | Global Method Name | Description |
|---|---|---|
| AppraisalManagerImpl | createAppraisalRequestAndBid | This method is called from SKUID to create appraisal requests and appraisal bid records. |
| AppraisalManagerImpl | saveAppraisalRequestAndBids | This method is called from SKUID to save appraisal requests and appraisal bids records. |
| AppraisalManagerImpl | autoSelectBid | This method is called from SKUID to auto- select the appraisal bid record and change its status to Accepted. By default, this will call the Auto Select Bid Logic class, which will select the highest bid amount record. |
| AppraisalManagerImpl | sendAppraisalEmail | This method is called from SKUID to send the mail manually to an appraiser. |
| AppraisalManagerImpl | sendAppraisalEmailNotification | This method is used for sending emails using the notification framework. |
| SkuidApplicationCollateralctrlV1 | deactivateApplicationCollateral | This method is used to deactivate collateral by setting the Active flag of the collateral to false and archive tasks and policy conditions. |
| AppraisalFetchRecipients | fetchRecipientIds | When an appraisal request is created, the system sends emails to all the appraisers configured. This method fetches the information (account Id and email Id) about all the appraisers. When an appraisal bid is accepted, the system sends an acceptance email to the appraiser. This method fetches the information (account Id and email Id) about that accepted appraiser. |
| deactivateApplicationCollateral | This web service method is used to deactivate collateral by setting the Active flag of the collateral to false and archive tasks and policy conditions. |
11.2 Modified Global Methods
There are no Global Methods modified in the Summer'22 release of Q2 Origination.
12. Post GA Release
Follow this section for the details on the issues fixed in the patches on the Summer'22 release.
12.1 Issues fixed in the Februrary 28, patch
Fixed Version
This issue has been fixed in the following versions:
Q2 Origination: Summer'22 (3.9003.13)
12.1.1 New equipment is getting created for the Package Application instead of the child Application (Jira ID: GD-7302)
Issue Description
When trying to create new Equipment in a child Application of a Package Application, the system is creating it for the Package Application instead of creating it for the child Application.
For example, let's say an Application of the Record Type, Package, is created. Then, in this Application, let us say we create a child lease Application and then try to add New Equipment to this lease Application. The system is creating the new equipment in the Package Application, instead of creating it in the child lease Application.
Resolution
This issue is fixed and the system is now correctly creating the new equipment in a child Application.
13. Change Record
| Change Date | Description of Change |
|---|---|
| Oct 12, 2022 | Published the release notes for the Summer'22 General Availability release (3.9003.5). |
| Sep 1, 2022 | Published the release notes for the Summer'22 General Availability release (3.9003.5). |
| February 28, 2022 | Added section 12.1 |