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ACRIS e-Recording for Portal Companies

Next StepsAugust 14, 2013

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Topics• Significant Decisions Made• High Level Timeline

- Highlights - DOF Expectations

• Dev/Test Environment• Interface Design • Demo of Existing Web Services

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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.

• Electronic Submissions will be Performed under Portal Company Account and not under an individual’s Customer Account.

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High Level TimelineStart Dates of EtaxCoverPageWs EpaymentsWs Esubmission

Environment for Dev / Test 8/12/2013 (current service) 8/12/2013 (current service) TBD (no later than alpha deploy)

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 Specificiation 8/30/2013 8/30/2013 8/30/2013

Release Specification / Guide 9/6/2013 9/6/2013 9/6/2013

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

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Timeline Highlights & DOF Expectations

• Test Environment- Current web services will be made available starting today- Expect that connectivity and credentials be validated over the next week or two

• Interface Design - Regular updates regarding progress and some of the design decisions made including some technical

details- Expect feedback on design decisions

• Specifications and Electronic Submitter User’s Guide- Released on 8/23- Expect verbal questions on 8/28 call- Expect written feedback by 8/30- Initial response to the feedback on 9/4 call- Release final specification and guide on 9/6

• Alpha Release- Release on 9/20 COB- Expect that connectivity and credentials be validated - Expect development to begin against these services- Expect feedback on any deficiencies found

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Timeline Highlights & DOF Expectations

• Beta Release - Released on 10/4 COB- Expect development to continue on 10/7- Expect feedback on any changes made in response to previous feedback

• Second Beta Release / Production Candidate Release- To be Released on 10/11 COB as needed- Expect this release to be used for UAT- Expect validation that environment is UAT ready

• User Acceptance Testing (UAT)- To begin on 10/14- Expect testing to be complete within two weeks; depending on process may involve two cycles- Expect feedback on any deficiencies found

• Production Deploy- Released on 11/4- Expect that accounts have been created and activation requests made and approved- Expect validation that environment is production ready8/14/2013

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Development / Test Environment• Plan for Monday 8/12; Validation by 8/16• Provide URLs to Existing Services• Provide Access Credential / Authorization• Provide CA certificate for servers in this environment• Provide existing resources as used by other

consumers of ACRIS services• Provide Test Payment Accounts

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Development / Test Environment URLS

ACRIS Main Menuhttp://acris.nyoss.com/cp

ACRIS eUCChttps://acrissds.nyoss.com/eUCCWebService/AcriseUccWs.svc

ACRIS EtaxCoverPageWshttps://acrissds.nyoss.com/ETaxCPWebService/ETaxCoverPageServices.svc

ACRIS EpaymentWshttps://acrissds.nyoss.com/EPaymentWebService/PaymentService.svc

ACRIS Web Services Resourceshttps://acrissds.nyoss.com/ACRIS_WS_Resources

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Next Step - Interface Design• Specifications / Guides

- EtaxCoverPage Web Service Guide- Esubmission Web Services Guide- Epayments Web Services Guide- Electronic Submitter User’s Guide

• Control Tables, EtaxCoverPageWs and Corresponding Web Methods- GetControlData

= Properties= Documents= States= Countries= HPDPropertyDescriptions= PropertyDescriptions

- GetDocumentDetails- GetDocumentSupplements- GetPropertyDetails

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ETaxCoverPage & EPayments Web Services Interaction – Demo steps

• ETaxCoverPage web service• FindAddress• FindBBL• GetControlData (to query ‘Properties’, ‘Documents’, ‘Countries’

etc).• SubmitXMLDataAndGetPDFForms (Perform two Cover Page

submissions. Set onProcessGetProcXML flag to true for the first submission and false for the next. Note down the submission IDs)

• GetStatus for both Cover Page submissions to retrieve ACRIS Cover Page transaction numbers (Use the previously extracted submission IDs. Note down the ACRIS transaction numbers)

• Launch Cover Page application and modify one transaction to update the document date

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ETaxCoverPage & EPayments Web Services Interaction – Demo steps

• EPayments web service• GetAmountDue for the two Cover Page transactions• GetConvenienceFee for the second Cover Page transaction• PayByCheck for the first Cover Page transaction• PayByCreditCard for the second Cover Page transaction (use

previously extracted Convenience Fee here. Not down the Payment Tracker ID)

• GetPaymentStatusByACRISTransactionNumber for the first Cover Page transaction

• GetPaymentStatusByTrackerID for the second Cover Page transaction (Use the previously extracted Payment Tracker ID)

• View payment status in the CoverPage application (this should now show that amount owed is 0)

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Open Discussion & NotesThe following items / issues were discussed

8/7/2013• Strong desire for ACH payment – Not currently available. Plans for the future.• Daily batch payments desired. May be able to mimic with single daily eCheck?

Yes, see responses below. • Limitations on eChecks

• Can we bundle transactions into single eCheck? Yes• Are there any restrictions on time of payment? No

• Workflow diagram? To be provided with ACRIS Electronic Submitter User’s Guide• Within a service• Orchestration between services

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Open Discussion & NotesThe following items / issues were discussed

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• Lookup info for indexing very helpful

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