Skip to Page Content | Skip to Site Navigation | Skip to Section Navigation

Heads Up: Customer Testing Updates for Investor Reporting Changes

November 10, 2017

Today, we’re updating our customer testing strategy supporting the Investor Reporting Change Initiative. We’re making these changes to provide a better, more flexible customer testing experience.

Today’s updates include:

  • Revising our Customer Testing Strategy document to give you greater control over the scope of testing and flexibility to test business scenarios that are most relevant to your portfolio.

  • Moving to a phased rollout for testing, which includes three “waves” of activities for various stakeholders – please see our strategy document for more info.

  • Publishing our Minimum Test Scenarios document, which captures important investor reporting changes for testing.

We encourage you and your service providers, if applicable, to test as many scenarios as necessary to meet our requirements.

If you have any questions or concerns, please contact us.

For more information on the Investor Reporting Change Initiative, visit our webpage.