Resources and Training
The tools you'll need to better understand and implement the remittance and reporting changes.
- Business Requirements: Developmental guidance so you can successfully implement the changes.
- Technical Specifications: New and updated data requirements, including file layout, data definitions and report mock-ups. – Updated as of August 30, 2017
- Frequently Asked Questions: You ask, we answer. Review the top questions we hear from you. – Updated as of August 30, 2017
- Future State Overview: A snapshot example of the future monthly investor reporting cycle.
- Customer Testing Strategy: Outlines our approach and provides details on customer testing activities to support the Investor Reporting Change Initiative – Updated as of November 10, 2017
- Minimum Test Scenarios: Important investor reporting changes to test. – New as of November 10, 2017
- Getting Ready Checklist: Are you on track for the May 2019 deadline? Use our interactive checklist as a tool to help you prepare. – Updated as of August 30, 2017
* Coming soon