Post Valuation Queries and Amending Reports

Opening a Query

We provide a requestValuationQuery() method for clients.

Within ValEx only allow one open query at a time - subsequent queries are appended as notes.

We would like to encourage our valuation firm users to implement a similar method in their soap services.

This will allow valuation firms to accept valuation queries in a meaningful way.

Resolving a Query

We provide a submitValuationQueryResponse(string xml, string resolution, string comment) method for indicating a resolution to a query.

We'd like all of our clients (to provide such a method in their soap service) and valuation firms (to send us responses) to consider implementing this.

The current resolutions within ValEx are:

  • agree

    Will amend report

  • disagree

    Query closed

Amending a report with no Open Query

We also allow valuation firms to send an amended report in some circumstances. This is documented here.

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Wording changes

We've tweaked the rendering behaviour to map "Agree" to "Supported" and "Disagree" to "Not supported".

LIXI behaviour remains unchanged.

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