ACRIS e-Recording for Portal Companies

Next StepsOctober 9, 2013

10/09/2013

Topics

• Significant Decisions Made• High Level Timeline

- Beta / Release Candidate Deploy- UAT Next Week

• Follow Up Items on the Q&A Document- Answers to Questions for ClearTran- Open Items

10/09/2013

Significant Decisions Made• Data Currently Collected by Cover Page is Required• Existing Services / Existing Model will be Extended• Solution will be Common for All Portal Companies• Tax Form Creation via Web Services Optional

- Tax Trans ID Required for Transfers (Deeds, etc.)- While Optional, Tax Form Creation via Web Services is not recommended for

the first phase due to timeline / resource constraints• ACH is not currently available, but is being considered. Echeck payment for multiple

transactions is supported. Payment can be made any time of the day. • Transactions will not be recorded until paid in full.• Electronic Submissions will be Performed under Portal Company Account and not

under an individual’s Customer Account.• ACRIS Transaction transfer functionality will NOT be added to the first release of

the ACRIS Esubmission Web Services.• Other enhancements will be considered after the first release.

410/09/2013

High Level TimelineStart Dates of EtaxCoverPageWs EpaymentsWs EsubmissionWs

Environment for Dev / Test 9/20/2013 9/20/2013 9/20/2013

Initial Design 8/8/2013 8/9/2013 8/5/2013

Draft Specification 8/12/2013 8/12/2013 8/7/2013

Specification Public Review 8/23/2013 8/23/2013 8/23/2013

Finalize Specification 8/30/2013 8/30/2013 8/30/2013

Release Specification / Guide 9/20/2013 9/20/2013 9/20/2013

Development 8/26/2013 8/26/2013 8/26/2013

Alpha Deploy 9/20/2013 9/20/2013 9/20/2013

System Integration Testing 9/23/2013 9/23/2013 9/23/2013

Beta Deploy 10/4/2013 10/4/2013 10/4/2013

Second Beta / Release Candidate Deploy 10/11/2013 10/11/2013 10/11/2013

User Acceptance Testing 10/14/2013 10/14/2013 10/14/2013

Third Beta Deploy TBD (as needed) TBD (as needed) TBD (as needed)

Performance Testing 10/28/2013 10/28/2013 10/28/2013

Deployment 11/4/2013 11/4/2013 11/4/2013

EtaxCoverPageWs

EsubmissionWsEpaymentsWs

Portal Companies

10/09/2013

Follow Up Items on the Q&A DocumentThe following items need additional discussion

• Original Submission and Processed XML- After Processing Submitted XML is Returned as Processed XML

with each Document Identified as Compliant or Non-Compliant- Processed XML provides:

= Document Level Errors= Document IDs

• Re-submission of Cover Page Details- Management of Documents within a Transaction- Releasing a Tax Transaction for Editing- Documentation of Suggested Practices- Impact on Timeline

610/09/2013

Follow Up Items on the Q&A DocumentThe following items need additional discussion

• Multiple Payments per Transaction - Current Payment Interface does NOT Support Partial Payments- Need for the ability to make partial payments?- As needed might be able to add in time for 11/4 deploy

710/09/2013

Open Discussion & NotesThe following items / issues were discussed

9/25/2013• Preservation of the time line is preferential to adding transfer functionality; with this in mind

web service enabled transfer functionality will not be added at this time• Expectation is that in most cases all interaction will be managed through Portal Company

application

810/09/2013

Open Discussion & NotesThe following items / issues were discussed

10/09/2013• Single eCheck of Full Amount is Acceptable• There are still some outstanding questions regarding payment reconciliation• Federal Liens Documents are NOT currently supported by the ACRIS EtaxCoverPageWs

interface

910/09/2013