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[Music] good afternoon and welcome to the state examination systems ses or as we call it ses new hampshire release tutorial my name is kyle thomas and i'll be uh leading today's tutorial along with alejandro krasnow and lindsey schmidt also here on the business services team at csbs this is our i think third release tutorial for the state examination system and as you've gathered we are naming our releases after state names this one happens to be the new hampshire release and we're very excited to give you an overview of the features and functions that we've developed since the last release which you're all using now called the kansas version these are tutorials they're not intended to be training obviously there's lots of features there's lots of changes and to get a full sense of all this functionality works and uh get a chance to use it and a better understanding of it we encourage you to take advantage of all the training content and material that our learning and development professionals have created for you so again this is not to replace any training this is just to give you kind of a passing glimpse of the features and functions that we've brought and give you a little bit of the business backstory on how some of these features came to be we've got a lot to go through today so i'm going to go ahead and get started we're going to be doing kind of a three-way presentation today me alejandra and lindsey so we'll be handing things off uh during the handoff periods are great times to ask questions as well as any uh any other time that something comes to mind and we'll be jumping back and forth between the actual application itself so ses and the training environment and we've got a few slides to help facilitate the discussion so to get us started what's included in the new hampshire release well this is uh two iterations worth of work and iterations may not mean anything to you but those are our increments of development and in those two iterations we've uh we've accomplished 60 enhancements over 60 enhancements new features a lot of which came from end user feedback there are 16 uh company-facing functions that are new or improved 43 for agencies so agencies by far have the lion's share of the new features and functions and then eight of them benefit everybody those are just kind of general enhancements and releases and benefits the full scope of what is included in this release can be found in our release notes and the website is on the right there www.csvs.org about scs that's a great place to go to just kind of get started into the whole world of scs resources if you can't find something maybe start there and hopefully you can navigate your way to finding the resources you need the release notes like i mentioned are available right on that page the things that we're going to talk about today and demo today are the new loan request and loan review functions tracking company onboarding requests outstanding onboarding requests suspending the document retention clock we made some changes to the scheduling module and primarily the change was combining the previous two scheduling methods we have added flexibility to the package assembly process this came from some feedback that at the end of the exam it was a little bit confusing to bundle up the examination package and ship it off and sometimes steps were getting missed so we made some flexibility and changes there and then we've added the ability to update in bulk your information request that came from feedback that sometimes companies request extensions to those information requests that you send them and that you needed the ability to grant that extension and apply a new due date to all your information requests and then last but not least we added a feature to export procedures also from feedback uh from many many examiners this is just a a small sample of the features that we are including in this release and i can mention i really encourage you to get familiar with the release notes they're written in a way that anyone can digest and understand them and they reference back different features and and tickets so it makes it easy if you have a question about something give us a call let us know we can reference those tickets and track down exactly where the feedback came from how we addressed it and hopefully answer your question pretty efficiently so get used to reading those release notes okay we're going to start out with the loan request and loan review workflow one of the items that we heard about in pilot and sense pilot is that for primarily mortgage and consumer finance exams one of the big pieces of those exams is reviewing loans and we didn't really have an efficient way in ses to facilitate that loan request and loan review process some folks figure it out because they use the information request process to kind of kind of work around the lack of this functionality in the system but we were missing this and had intended to be work intended to release it as soon as we could that day is finally here and this is what we've come up with one caveat about this whole set of functionality in sds is that one it's optional and that's important because it it it may not be appropriate for all industry types money service businesses for example you may you probably aren't reviewing loan files mortgages yes you're probably reviewing loan files consumer finance you probably review loan files so if that is part of your exam process use this functionality if it's not don't that's related to the second caveat that i think is very important to understand this process may not be appropriate for all companies and all exams this is we've gotten some feedback from early tests of this functionality that this might be most appropriate for smaller companies or exams where you're only requesting a handful of loan files a handful it's really your judgment call i think as you see how this works you'll you'll get a better picture of what when this may be appropriate for you to use or when it may not be larger companies you may need to uh we may need to do some more work on on making this efficient so the process in a nutshell and i'm going to demo this but i just want to give you an overview of the process you can kind of watch these steps that they play out as we created an sds the whole end-to-end loan request and review workflow is as such so the first starting from left to right the first white box the regulator will request the full loan list and these white boxes represent actions the regulator takes the darker boxes does the company take so regulator you request the loan list what sometimes you call the loan download or the transaction register whatever that full loan list is between your dates that you want you request that from the company using your existing information request process in whatever format you currently require it is our goal to in the future get to a standard uh format for that but today we don't have a standard so we're allowing you to request that from your company in whatever format you do today many of you do so in excel and you provide a template for them that still works next step company responds to that information request using today's existing functionality and you then have your full transaction list your full loan list uh in in ses once you get that now we're back on now we're on to the third the third box the white box there where you receive and analyze the loan list you will then take a look at that loan list just like you do today nothing has changed really uh in your process up to this point so if the company provides it to you in excel you'll use the excel tool to analyze slice and dice maybe identify those loans of their entire loan portfolio that you plan to look at maybe it's five maybe it's 10 maybe it's 50. but of the total loan portfolio this is where you've got to use the tools available to you today to slice and dice that loan portfolio and figure out which ones you want to select and ultimately request and request full documentation from the company let's move on to the next step once you've sliced and diced that you will then upload using a file that we provide you those selected loans into ses and then you send them off to the company and like i said this part is this is probably the the part of the process that's entirely new and and what you'll see in the demo today you'll let's say a file of 10 is the the number you selected you'll enter those 10 loans in a template that we provide you'll upload those into ses scs will validate that they're in the right format and then it will transmit those requests to the company as individual requests now we're on to the next box the dark one there where the company responds to each request and this is why my one caveat is important because this may mean companies do not have uh companies that have a large number of requests may not find this this is efficient as their old way of doing it but for smaller companies we think they will each borrower file that you request from the company becomes an individual request in sds just like the information request so if you are asking for 10 loan files the company has to individually provide you those 10 files back through our system it's a judgment call as i said on whether it's efficient for them to do that on an individual basis or to give you the full batch of files through another mechanism using scs is a big advantage in this part because it keeps the files organized you request the thomas file the company gives you the thomas file in response to that request you request the schmidt file they give you the schmidt file for that request they're not both lumped together in one disorganized zip folder and then last but not least the examiner receives those loan files from the company through the system you can review them document your findings in the system and one important note here is as you review and document your findings on a loan file you'll use whatever templates and forms your state agency uses today so if you have a workbook or an excel spreadsheet that helps you go through the different steps of analyzing a loan file you'll continue to use that same template and just upload it into ses as documentation if you wish so i'm going to hop over to the system and do the loan request demonstration i'm going to go ahead and make a loan request and show you how that process works give me a chance to hop over into our system so to demonstrate the loan request process i'm going to do so from the examiner's standpoint and as i set this up i have already scheduled an exam i've already scoped the exam and i've got this exam to the point where the company has already responded to the information request and given me my loan file so com exam number 952 is the exam i'm gonna i'm gonna follow in this flow and you'll see on the information request tab i have already come i've already completed the scope i've already sent these information requests to the company and i've gotten one back this one that i got back was the request to provide a list of retail and wholesale loans closed in the period for my exam if i open that information request i can see that the company provided a response yesterday and it was an excel document so i download that i download that loan request and this will be part of my normal process and i take a look at it now i realize this may not look like a loan request today obviously these this is dummy data and this probably isn't in your template that you use or your format that used today but bear with me this would be what you'd be looking at here would be the normal file you would receive from a company representing all of their loans this company has only originated 80 loans in the exam period which again is probably not very realistic but it gives you a sense of what you're doing so at this step you would follow the process that you normally follow today of identifying loans in their portfolio that you want to hand select for review so you would slice and dice you'd use filters in excel or whatever you do today to get to those loans that you ultimately want to send to the company and request documentation for so we're going to use a little bit of the cooking show philosophy here and pretend like all that has happened and let's just assume that i've sliced and diced that file and i've got it ready to go i've selected 10 loans for review so i'm going to hop over to the new tab in scs where all the new loan functionality is and that's in this loan request area so the first step in the process is to get loans get our loan requests into the system and to do that you click on upload loan request and here we provide you a template this template makes sure that you're uploading loan requests into the system in the format that ses is expecting so i've already done this in in true kind of cooking show form and i've got my request for 10 loans prepared and these are this is just an example of of my request and this is sparsely filled out to show that you don't need to fill out all of these fields only a few of them are required so these 10 loans are the loans i selected from the previous list that i had up earlier which was representing the full list of loans from the company i'm going to go back into scs and i'm going to upload that file and we built into scs a way to validate the different fields in the system are the different fields in your loan upload so i'm going to click upload loan request and the validation would display here so if there were issues identified in your um in your file you would see them here now this is not a great example of a dummy upload because probably one of the things you're going to need to provide to the institution or the company is this the property address the street address and and the city state and all that but this is showing you that you don't have to all that's really required is the loan and account the loan or account number and so from there if you've got that data in the system you're golden you can this is enough for scs to generate requests to the company so hopefully this makes sense maybe it's easier just to read it across one line the first loan here that in my request list is in cooper anderson here's the loan number there's the account number if i felt like adding or making a change to this you can click this edit button and enter in data as you wish and then save it now if that data had already been entered in my spreadsheet it would have imported here and i'd be i'd be good so again use that template to make sure your loan upload is is digestible by ses and then click on add the upload feature is just a quick way to get lots of loan files or excuse me loan requests uploaded into the system at one time you can also add individual loan requests so if you're only requesting a handful maybe you don't want to mess with that template maybe you want to use this ad loan request for expediency's sake i'm not going to demo that today it's very intuitive you just click add loan request the system guides you through the fields you need to enter and you're ready to go so now that i've got nine loan files in this are excuse me loan request in the system and ready ready to head off to the company i'm going to proceed and click send loan request this brings us to a very familiar screen hopefully which should look a lot like the information request send screen where you can assign a bulk due date i'm going to give them until august 7th to assemble these take a look one last time of all the loan files you're going to be requesting essentially what we're saying here to the company when i click submit is i need nine borrower files from you for this exam everything from the anderson file to the clark file click here to validate those requests this just allows fcs to do one last double check you can provide commentary to the company just like you can with the information request you can upload any files and also signal if you want to get a notification when these things come back and then hit send now what's happening on the company side is they're getting a notification you know they're already in this exam because they've already been working with the information requests and whatnot they get a notification that there are loan requ sts outstanding so the company staff sign into the system and they begin on a one by one basis filling out uploading files and providing you the necessary documentation for loan file review so that's uh not part of today's demo that's really uh going to be the subject of hopefully a future ses workshop where we go over the full set of this functionality and maybe greater detail but that's the process of transmitting a loan a set of loan requests you can see on the dashboard here these are all now sent to the company once they come back you'll see these response receive numbers go up and then once they're complete meaning i've reviewed them or a member of my exam team has reviewed them you'll see these this complete number increased so that is the process of requesting loan files from the company now i'd like to show you the process of reviewing loan files that you receive from the company so to do that i've got to use a different exam because i had to set this all up and have these things at different stages so to show you the process of reviewing a loan file we're going to use exam number 951 and this is on the same company but just it is a different exam and it's at a different stage this exam is at the stage that we really left off at the last one except the difference is the company in this exam has had a chance to respond to three of the loan files or three of the loan requests i should say so i click on this loan request tab and i can see this company has had a chance to transmit three of them back one thing to call out here because this is a design difference from previous versions of of the platform please always know that anytime you see kind of the the outline or the the look of two tabs you can click these two tabs and just get a different view of what you were looking at before so this is the loan summary which has a very helpful dashboard it gives you some metrics on your completion status which we think are really cool but if you just want to look at the details of the nine files that you submitted to the company and where they're at you can also look at this view it's just a different way of looking at the same data so i'm going to go back to the summary because i'd like that view there are three loans in this in this status meaning i the company has sent three of these loans back so these three are ready for an examiner to crack open these files and take a look at them so i'm going to start by opening one of them up and i'm glassing over some features here you do have the ability to assign out loan files for review by examiners you have the ability to do that just like you have on the information or the procedures set of functionality so all the kind of design and process around procedures applies the exact same way to the loan review process i'm not going to include that in the demo just to save a little time because we've got a lot more we want to show you so to get started reviewing this loan file this just gives you a glance of the basic information and and the fact that the company did respond to it you click on work the loan request and this section is really uh really designed to be flexible to meet whatever process you have in place today i think as ses evolves we'd like to include more standards here and find ways to make this more uniform but today the loan review process really happens agency by agency and you all have your own standards and your set of expectations and your work programs to guide loan review and we don't want to take that away and so we're allowing you to use those exact same tools and just document your findings here so the layout here once you click workload file is you've got a section where you can type your notes pretty common you've got a area where you can flag if there was a finding associated with this loan request or if there's a violation associated with this loan request and then last but not least probably the most important is an area where you can upload your internal or your agency's file for reviewing loan this being the new hampshire release i've got an excel file here where we can go ahead and upload that and this is my excuse me this is my uh completed template or my completed review of the cooper loan file last but not least on this page there's a record retention policy setting choice this is the first time in the system where you have a choice as how as to which record retention policy should apply we heard in our requirements gathering sessions that sometimes loan review documents need to be kept for a long period of time and sometimes loan requests and loan review documents need to be kept for a short period of time this gives you that option and so you can choose to put these in these documents remind you record retention is applying to documents at this point you can put these uh in either category a which is a six year retention period or category b which is a 90-day retention period i'm going to go ahead and click on six years and then if you are complete you can choose complete and confirm that decision so we've now just completed one of the three loans that have been submitted i went through that very quickly i'm assuming you kind of track how the process of reviewing alone works in your own state you know that you have to open your own templates and you have to do lots of work checking out um you know the the different disclosures the applications the appraisal and everything contained in that loan file obviously i did not uh go through all that today because we don't have time to cover all that but that's the essential process of receiving a file from the company working it reviewing any documentation that they have to review the documentation you can preview or you can download and in this way you can see i think clearly the type of hopefully this looks somewhat realistic got a residential mortgage loan application all the disclosures and so on and so forth from the company's file submission so i think that's really the that's really the uh majority of the loan request and loan review process remember the request process starts with just to kind of come back to our powerpoint slide starts with the process of using the information request like you do today send that request list over bring that file in slice and dice it choose the ones you want to review send those over to the company they send you the individual borrower files back you review them you document your findings and you're done so i think i'm going to pause there and take a look at our chat window to see what kind of questions that come in we're getting some questions about is there a way to default uh things at the system director level i'm not sure what things those would be i think it's probably referring to uh doc retention and whatnot the answer is no at this stage there is no way to do that at a user role level so just to kind of keep things moving i'm going to hand it over now to alejandra crasno and she's going to take us through a couple of the other ones this will give me a chance to review some of the chat questions that came in on this topic and then maybe at the end we'll round back and uh go from there so give us a second to hand off this presentation and i'll let ali take it away hi thank you kyle good afternoon everyone okay great i'm going to um share my screen with everyone i am going to talk about our new estate agency onboarding feature and also document retention suspension so prior to the new hampshire release agencies could only verify that a company had successfully onboarded in the system if after inviting that company to onboarding scs the company took action and and actually completed these steps to to be onboarded in ses if the company took no action there was no way for the agency to know that an attempt was made to onboard the company with a new hampshire release companies now are able to track prior and outstanding onboarding requests so let me show you how this looks in the system okay so i am in the training environment um i am um logged in as an agency and i uh pulled up this record of a company that i want to examine as you can see on this record there is no supervisory activity contact and so i am um assuming that i need to onboard the company contact so i'm going to go here to the initiate onboarding button and when i click on that button down here i can add the email address all the information about the contact uh who i wish to onboard in ses however with the new enhancement as you can see there is now this box across the screen that provides you with prior onboarding and outstanding attempts so as you can see justin trek uh who is a company representative received an invitation to onboarding to ses the request was sent by california staff director um which you know in in a real life senator you'd have a first name last name for the agency representative and um when the request was sent to to the company representative so it's important to note that the this this box here with that that tracks the prior ongoing attempts is tracking information across all state agencies so even even if say the arizona department of financial institutions try to onboard someone to to ses for this company you would be able to see those attempts as well so that's uh that's the um the new enhancement regarding the company onboarding with a new hampshire release are there any questions okay so now we're going to move on to document retention and i know um documentary retention suspension kyle just spoke about this a little bit about our document retention policies as you may recall in our prior release in the kansas release we implemented the provisions of the document retention policy after certain retention time frames which we're not going to get into right now but after the retention time frames documents that have been uploaded to ses are permanently deleted from the system with the new hampshire release agencies now have the option of suspending the document retention clock on a supervisory activity by suspending the document retention agencies are able to retain the documents that were uploaded during the supervisor activity in the system as long as needed even past the document retention time frames so for whatever reason this may be whether it's for investigative purposes legal or or other purposes this feature is available to staff users staff directors when they are closing and locking the supervisory activity if the agency decides to suspend document retention on a supervisory activity it's important to note that they have the ability to lift the suspension hold at any time and while the documented retention suspension is is on while that feature is enabled they are going to receive monthly reminders about those superv supervisor activities with the suspension hold it's also important to note that stuff users and staff directors can access a report on their home page that has the that tracks the essays on which they have selected or elected to suspend document retention and this report overall also keeps track of all the other supervisory activities that may be approaching a document retention time frame in the next 30 days so finally on this we encourage state agencies using scs to draft and implement their own policies and procedures around document suspension to determine provisions such as who will be responsible uh uh of turning this future on and on or off uh and and also who's going to be keeping track of the supervisory activities that have the suspension hold and those are the two features that i wanted to go over with everyone if there are no questions i'm gonna turn it over to kyle again great i had a chance while ellie was speaking there to address some of the questions in the chat bar uh just to kind of quickly go over one of the main questions on the loan review process we were i got a couple questions about whether or not a company can submit individual documents in response to a loan request or whether they can submit a folder containing all the documents for a particular borrower and the answer is they can do either one whichever their preference is back to our presentation the next enhancement we've made and this is a item for a future workshop so we're going to cover this very lightly is around the scheduling feature in the scheduling feature you provided feedback to us that your agency or most of your agencies look at some of the data points under the risk method and some of the data points under the cycle method for those who haven't been in the scheduling area we've provided kind of two paths forward through the scheduling process and one was called risk we presented some risk metrics on your companies one was called cycle we presented more calendar-based cycle-based metrics on those companies and the feedback was overwhelming that you you liked a combination of the two and our two paths did not allow for that so we did away with the choice of method and now we present the following fields on the scheduling selection screen the last exam composite rating by any agency so again that's if the last agency who examined that company entered a composite rating that will show as your scheduling that's an indication of risk the number of complaints also uh indication of risk and those would be complaints in the ses system uh complaints is under a pilot right now so there are actually several dozen complaints in the system so hopefully you'll start seeing those numbers grow and continue as we push that out nationwide in the not too distant future the next by the next field is the last exam date by any agency pretty self-explanatory the next field is the next exam due by date for your agency that was a primary data field that many folks liked in the cycle based method so we're displaying that of course and then an indicator whether there are open mras and an indicator whether there are already existing scheduling items for your agency on that company just so you don't accidentally schedule two exams or two investigations for that company that's about as far as we're going to go on this it's pretty self-explanatory when you get in there i encourage you to start using that scheduling method or scheduling module that's available to staff director and staff user level roles and for an in-depth workshop on that whole set of functionality join us on august 27th at 1 pm eastern where we'll be doing a similar webinar style deep dive into just that set of set of features and with that i'm going to hand it over to lindsay schmidt who will take us through the next set of features you sound great okay great let me share my screen here get to the right line okay so i have some small but i think impactful enhancements to go over with you today let me put my presentation into the presentation mode here okay so the first uh the first thing that we enhanced was changes to the report of exam and the assembly of the report before you're able to send it to the company so currently you upload versions of the reported exam and some agencies it goes through a review process and if in that process whether as the eic or as the reviewer of that report if you accidentally mark the report complete too soon there's unfortunately not a way in the system currently to kind of back out of that so there were reports in the system that had track changes and we needed to find a way to be able to allow the eic any reviewers as well as the package assembler to kind of remedy that situation so we've done two things the as you see in the solutions area here the eic the primary reviewer as well as the package assembler must confirm that the final version of the report that they're uploading is intended to be sent to the company so as you'll see on the the right hand side here we implemented a message that you actually have to click into to confirm that you are by completing the report this is the version of the report that you want to be shared with the company now if for some reason the eic all of your reviewers of the report have made this confirmation and they're still the wrong version of the report the package assembler as they're getting together the items that they want to be sent to the company also has that final ability to upload another version of their report um so we hope that helps this is a pain po nt for a few agencies so hopefully that will help allow you to be able to send the correct report of exam to the company the next item quickly is the ability to update a due date for information requests in bulk and so the eip on exams has the ability to go in and update dates in bulk it was important for us to be able to keep the original due date so that will be referenced so if you go in and update a due date the system will display both the original date and the date that you're updating it to as well as the company will get notified of the updated due date so in the system currently before this release you have to go into each information request one by one and update those dates and if you have an information request that's over a hundred items long it's a little cumbersome to have to go in and do that one by one if you get a request from a company for an extension and so this is going to allow you to do it uh just in in one swoop so to speak so i'm gonna hop out of the powerpoint and jump into the system let me just refresh my screen here and just quickly here i am in an exam that i've prepared i'm in the information request area and you'll notice here in the upper right hand corner you have the ability to update due date here this gives you the ability to designate what the new date is and so if you click on it you can extend i'll extend this to this upcoming monday if you want to update and bulk all of the information requests you can use this select all option if you just wanted to update a handful then you can select the rows that you want to update and then click update due date and so that one's pretty simple and so that that again updates the due date and communicate the company participants that the the extension that they've requested of you and then have been granted and they'd be able to see that in the system the the next thing uh and the last thing that i'm going to talk about is related to a an export that we're building the ability to do on the procedures grid so i'm going to hop over into the examination tab click on procedures and so this is available to the eic's on the supervisory activities there's the ability to if you scroll all the way down to the bottom so bear with me while i do that you'll see that there's a small little area here where you can export the procedures grid into excel and so this was a request that we received just from from agencies that have someone in more of a managerial role that want to take a look at the observations that their examiners have logged on these procedures and a few other metrics in excel as opposed to this grid i mean they can certainly use this grid but they wanted the ability to be able to kind of slice and dice this this data and so we're giving them the ability to go ahead and export that and the x this export option is available even on closed exams so really at any point if you scroll down to the bottom of this procedures area you'll the eic will have the ability to go ahead and export it when you export the uh this grid it will email you i'll bring up an example of that email this is an example it is in an attachment the email comes it's usually within a few minutes i mean it depends on on how much the system is exporting um but it's not like it will come within a few minutes it should and then once you double click on the attachment i'm going to bring up an example here this is an example of the export and the the data that's included in that export so you have the procedure id you have the library id you have the actual procedure text so this is what the examiner is actually conducting you have the area for review that it matches you have whether the procedure is core or non-core if this exam was a multi-state exam with multiple agencies you would have the ability you would see the agency that the procedure belongs to you also have the ability to see who the procedure could be assigned to and then you have probably most importantly the observations area here so if the examiner as they're conducting the procedure has typed in observations they have the ability here to to see all of that there's also some information that some audit information about who added the procedure when the procedure was last modified there's a helpful area here where you can see if there was an attachment uploaded by the examiner as part of completing that procedure and then lastly there's an area here where you can where it indicates that the procedure is done or not and so all of these you can again all the filters apply you can filter these however you need to and so i think that's all i wanted to cover were there any questions on any of the three items that i presented on and i can turn it back over to kyle all right so we always try to do this at the end honorable mentions some cool features that made it into this release that we didn't get the chance to talk about as you're probably experiencing we went really fast today uh that's deliberate this is like i said earlier this isn't supposed to be training uh so just some kind of some quick hits on some nice new features you can now add multiple documents for information requests and procedures in your library that was covered on last week's library tutorial the consumer complaint system got several enhancements i mentioned that is in pilot hopefully we'll be seeing that on a nationwide basis very soon and as i mentioned the year the several dozen complaints that are in there uh will now show up on the supervisory side library updates several to the library there's a new scope type selection for information requests and procedures this means your state agency can now tag your information requests and procedures by specific scope types so if you have some irs and procedures that only go with a limited scope you can do that if you've got some that go with a desk review you can tag those as desk review if they go to both limited and desk review you can tag both this is a really big feature and i hope uh meets the requirements from a number of state agencies who said we really want to predefine our scopes and the information request lists and procedures that get conducted on the different scope types for our agency also in the library we've made updates to over 85 information requests from nakara excuse me we've added 85 information requests from nikara in the debt business type those were added as non-core we can always switch those to core if that is the desire but for for now they're added as non-core and we also have new guides available very soon to help each of you select which areas for review to know uh to make sure all of the core information requests are added to the exam we've got those guides made for mortgage origination mortgage servicing debt and money service business and i believe consumer finance so those guys again are to help your examiners know which afr's to put on their exam so that all the core information requests populate as expected those are like i said a quick hit list of some good items that ended up in this release and again check the release notes for more ali i'll maybe just keep the presentation uh going but do you want to go ahead and talk about the final uh slide here before i provide some closing comments sure can you hear me yep you sound good okay great we we wanted to um make sure that you knew that there is training content that's actively being developed right now with regards to the new hampshire release it's going to be finalized very soon our training training team is working on that and the the new material around the new hampshire release the new training material is going to be shared with everyone on a post-new hampshire release communication and that should be going out in the next few days and this slide just is there to remind everyone that on thursday the training team hosts a call dedicated to current users that have questions about the system and it can be on any new current functionality so please know that those sessions are taking place on thursdays and it's a great way to answer some of those uh very in the weed questions that you may have about the system that's all thank you kyle thank you ellie before we open up the questions i just want to mention that this release the new hampshire release will go live on uh monday august 3rd ses will be down over the weekend and uh thank you very much for your time today i hope this uh is feeling like your system that we're listening to your feedback and turning those feedback items around quickly into enhancements that you're seeing in the system why don't we go ahead and open it up for questions that we have about 10 minutes left i will monitor the chat bot and also star 7 will unmute your line please feel free to speak up we'll happy happily show anything over again that you would like we got a question about the speed with which we went through these tutorials that it was good but like drinking from a water hose and we'll evaporate without practice we sympathize with you we do have to go fast to these because we you know we're spending so much of our time online anymore it's hard to keep people attend attention span for more than an hour that's why we record them and an email will go out as soon as we kind of process this recording giving you access to this recording and all the content in it also the training material for the system is really where you need to go to learn about how to use some of these new functions uh training can be found in scs itself on almost every page there's a need help link you click that it brings you to an article that will further link you or explain different features and functions relevant to that particular section of the system these are also housed in our in our in our portal our knowledge base and so uh once you have access to ses you have access to the knowledge base and then as ali mentioned there are weekly training q a sessions on thursdays from 2 30 to 3 30 that you can join uh once you kind of get into the system and going if you have specific questions that you need addressed so let us know if there's more of a need than that but so far we're finding that's been a pretty good pretty good coverage for for instructional materials we still have a few more minutes for questions feel free to to chime in with anything through the chat feature or against our seventh on mutual line hey kyle this is lindsay there's a question about is the record retention date based on the date you click on it or 90 days after the examination is completed that's a great question it is on the exam closure date or the date the last mra is closed so mra for those who aren't familiar is a term in ses related to matters requiring attention so if you put a mra out after you close your exam record those are follow-up items for the company and that mra has a 60-day period where it's outstanding and comes back that record retention clock starts ticking at the point the ladder of the exam record being closed or the mra being the final mra being closed and um kyle this is alex just want to add to that that if you would like to review the our documents retention policy you can go to the systems policy tab in ses and you you'll find a link on there and that's going to take you to the knowledge base that kyle was referencing and you can find our documentation policy on there and as well as our other policies the next question is is there an export function of irs for companies uh there is currently not but uh gee i didn't think we had any companies on the call today we we've gotten that request a number of times from from companies and we are taking a look at the development list and our system's capacity to handle that and hoping to be able to deliver that in an upcoming release that has come up enough times now where it seems to be a recurring need uh we just wanted to be very careful before putting that on because those exports are resource intensive on the system apparently and the ir list being quite large we were concerned that there could be some some bottlenecking going on but um again we have that on our on our list of of uh features to prioritize for a future release i hope to have that out to you soon there's another question here uh about the auto credit industry standards were provided to csbs during the pilot is there a project underway to add them a standard similar to the nikara standard and the csbs have the payday standard items as well i believe the auto are in so i'll confirm that after this call but if the the submitter doesn't mind just maybe shooting me an email i'll i'll happily go back and forth with you on that but i believe the auto industry standards are in because you're right they were provided to us and then um i don't believe we have the payday standard items but again if uh if you're the author of that question shoot me an email k thomas csvs.org that is a great plug for requests for standards we are trying through ses to standardize information requests and procedures wherever we can and we're finding great sources of them through places like necara and the mtra and then mmc so where those exist provide them to us and we'll maintain them in sds for you and they'll be available to all your examiners instantly and whatever maintenance process you go through today to keep them up to date and fresh you can continue using that just give us the updates and like i said we'll turn around those updates very quickly those are things actually that don't require a release for us so we can make we can make changes to those information requests and procedures on the fly as we need to kyle there was also a question about whether we have a directory of term abbreviations and the answer to the question is yes we do have that and you can find that in our in the customer portal in the knowledge base if you do a word search under ses glossary it should come up and that will provide you all of the terminology that we use in scs along with the any acronyms and and the definitions thanks sally i think for a future tutorial or one of our workshops we will give you a tour of how to get to that portal and how to navigate and search around in that portal because i realized we're using this term it may not be well known to everyone you can access that portal from the csbs.org about scs website that we had on the very first slide go back to that and show you where that would be the same the same website that has our release notes has other links to different areas where you can find more information one of those links is the portal so on that site that'll take you out there you may want to bookmark it but until then that's probably your best that's probably your best uh starting point or table of contents for ses type resources but uh for a future for future one of these calls i think would be a great thing to do to kind of give folks a tutorial of that and ali just put the customer portal link in the chat window so you're free to grab it from there and go ahead and bookmark that anyone who has access to ses has access to the portal automatically well i am showing the top of the hour now so we're going to go ahead and sign off again i want to thank you for your participation today at the end of this a survey is going to come out please respond to that survey let us know if these are working for you or if they're not working for you because we will adjust and we will make them we will make them work for you like we're hopefully making this system work for you at the end of the day this is your system we want you to own control and steer it and the same with these release calls so let us know how we can do better and again thank you for your participation all the questions we look forward to the next one take care be well thanks again