The IRS posted updated Publication-590-B for Distributions from Individual Retirement Arrangements (IRAs). This publication provides guidance for taxpayers on IRA distributions to prepare their 2017 tax returns. Link to full ...
Workflow Services is one of our latest technology components. It provides our partners with information regarding the data that must be collected in their platform interface in order to fully ...
Data Collection Logic leverages the compliance rules and business intelligence built into our dynamic documents to help build data collection screens for user interfaces. Data Collection Logic not only ensures ...
CSi Simplicity™ expanded our configurable functionality and allows financial to designate custom language, default data, logos, bar codes, etc., to be applied to standard documents automatically. These were always a ...
Our Transaction Risk Management Solution, powered by our Simplicity technology and a suite of powerful technology components, equips your financial institution to mitigate the inherent business threats to which you ...
The CSi Data Schema is another example of development specifically intended to support our partner integration efforts. Years ago, we recognized the need to support the MISMO data schema ...
We piloted the development of Configurability™. Documents created with our technology are, by definition, dynamic and custom-generated for each transaction, so Configurability™ is a natural extension of our dynamic ...
The Compliance Engine is part of our core technology, and it’s at the heart of everything we do. It parses and analyzes data based on business rules and the output ...
We pushed the development of the first truly dynamic documents long before other providers saw a problem that required solving. In 2002, documents were static images that typically required ...
Designed as an intelligent data collection that provided compliance validation every step of the way, CLS allowed financial institutions to create and maintain their own product and policy disclosures, like ...