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CSI Database Tool Update

CSI Database Tool Update. Content. CSI Online Tutorial Reporting and Data Subcommittee Update: Reporting requirements Data integrity Potential enhancements: Application upload feature Electronic signatures Updates and enhancements Suggestions?. CSI Online Tutorial.

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CSI Database Tool Update

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  1. CSI Database Tool Update

  2. Content • CSI Online Tutorial • Reporting and Data Subcommittee Update: • Reporting requirements • Data integrity • Potential enhancements: • Application upload feature • Electronic signatures • Updates and enhancements • Suggestions?

  3. CSI Online Tutorial Launched in September 2008 Goal: Introductory guide for Applicants to complete the Reservation Request form in the online CSI database http://www.filereview.net/yates/csi/tutorial_05.html

  4. Reporting and Data Subcommittee Update Reporting: • Creating custom internal and external reports that meet customer needs • New features allowing for more detailed Program analysis Data Integrity: • Program Administrators continue to review and update missing data fields • Verifying correct Installer and Seller • Calculating split incentives • Correcting application due dates

  5. Potential Enhancements Create feature to import applications Goal: Meet customer demand of integrating third party tools with PowerClerk Create upload feature for documents Goal: Continue to drive toward “paperless” applications • i.e. EPBB Calculator Electronic Signatures Goal: Go paperless Incorporate New Advice Filings Goal: Update db with new CSI requirements per approved Advice Fillings

  6. Suggestions?

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