Overview
Organization settings allow administrators to manage global preferences for all members. These configurations define baseline behavior for the platform, including finding visibility, communication constraints, and data retention policies.
Configure Organization Settings
The Organization settings control preferences for all members in your organization. Define global preferences, such as personal note visibility, message length limits, and data archival periods.
Access the Organization Settings:
Click the Settings icon in the toolbar to open the Settings menu.
Select Organization Settings from the menu.
Click the Edit settings button to open the configuration drawer.
Configure organization settings (Refer to the list below for a complete description of each setting.).
Click Save settings to save and apply your changes, or click Cancel to exit without saving.
Organization Settings Description | |
|---|---|
Findings bulk actions | Enable reviewers to select multiple findings and decisions, leave the same comment, escalate, request revisions, or share findings all at once with one interaction. Only low- and medium-severity findings can be decisioned in bulk findings because high-severity findings are typically insurability issues. You can still tag highs with bulk actions for escalates, revisions, and shared findings. |
Accept findings | Allows reviewers to accept findings without requiring a comment. This implies the findings were accurate but wouldn’t require further justification or don’t impact the overall collateral decision. |
Personal notes | Allows reviewers to create private personal notes that are visible only to them. Personal notes do not replace official review comments or attestations. Think of this feature as your reviewers’ scratch pad. |
Exclude weekends | Exclude weekends from the date thresholds defined in your assignment logic. |
Archive date limit | Defines how long records are retained before being archived. This date should match your archive date in the platform. It is your record retention time limit. |
Content character limit | Sets the maximum number of characters allowed in messages and finding commentary. |
Minimum length for summary comments | Requires reviewers to enter a minimum number of characters when completing summary comment sections such as Finalize Review, Request Revision, ROV Determination, and Reconciliation. |
Reason for decision | Define which enumerations appear in the dropdown on each status screen for Finalize review, Request revision, Determine if ROV is needed, and Reconciliation. |
Holistic date range priorities |
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Wordsearch management | Manages the words and phrases that trigger findings to be cleared by your reviewers. This helps ensure no disallowed commentary remains in the report. Review How to Configure Wordsearch Management for complete setup and configuration guidance. |
Platform reviewer assignment | Platform Reviewer Assignment is available only for clients who perform review assignments within their LOS. This setting can only be enabled by Cotality. |
Get Next | Get Next is enabled for all clients except those using Platform Reviewer Assignment, as review assignments are managed through your LOS. Reviewers click the Get next button in the queue to begin the highest-priority review. |
Default sharing | Set a default list of items to share with your vendor during a revision request. Without a default, reviewers can select what to share with each file. |
Outcome
You can now configure and maintain organization-wide settings on Collateral Investigate™ that govern finding management, data archival, and review requirements. Centralizing these preferences helps promote consistency, and operational efficiency across your organization.