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Market Data Services Presentation to Risk and Executives (Where we started…
Market Data Services Presentation to Risk and Executives
Where we started
No procedures
No processes
No checks
no entitlement reports
Clients review our MDA but did not collect answers or employment info
Excel consolidator report that was prone to errors
User clean up actions
Initial clean up
Recent 2018 review
UCERT
Risks
API
Vague answers in the MDA
Users flagged as pro but really NP
Procedures to reduce risk
Audit expectations
Pull old audits for reference points
High initial assessments
Final settlment
what is our exposure
Allowing multiple points of access for quotes
Need to test this
Current confidence level
When audit comes higher temps to make outbound calls on employment
Development
MDA question mark bubbles
Ability to edit MDA's for the customer
Mass upload tool for middleware
Quote overhaul to be more accurate in our quote counting
Discovery data file
Audit trail
Future expectations
Get into an offensive posture
More customer centric
Explore 3rd party services to review our users
Automation
What is the real goal of the meeting? What do you want as an outcome?
Alert the team of the risks
Get addational attention and resources for our projects and development items
Make them aware of what we are working on
explain our challenges
educate them on the current process