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CSI Database Tool Update

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Content

• CSI Online Tutorial• Reporting and Data Subcommittee Update:

• Reporting requirements• Data integrity

• Potential enhancements: • Application upload feature• Electronic signatures• Updates and enhancements

• Suggestions?

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CSI Online Tutorial

Launched in September 2008Goal: Introductory guide for Applicants

to complete the Reservation Request form in the online CSI database

http://www.filereview.net/yates/csi/tutorial_05.html

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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

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Potential Enhancements

Create feature to import applicationsGoal: Meet customer demand of integrating third party tools with

PowerClerk

Create upload feature for documentsGoal: Continue to drive toward “paperless” applications

• i.e. EPBB Calculator

Electronic SignaturesGoal: Go paperless

Incorporate New Advice FilingsGoal: Update db with new CSI requirements per approved Advice

Fillings

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Suggestions?