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participant browser services pbs update

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participant browser services pbs update

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    1. 1 9/17/2011 [Classification] Participant Browser Services (PBS) Update DTC

    2. 2 [Classification] Agenda PTS Ticket Printing Screen Scraping and Downloads Deposit Tickets Future Enhancements PINS Replacement

    3. 3 [Classification] Reason for the initiative Clients seeking better technology options 3270 printer hardware not freely available DTCC averages 120,000 PTS messages printed per day Proposed Solution Develop a dynamic ticket print solution Leverage DTCCs current Smart Messaging application to provide the ability for customers to receive continuous PTS ticket printing to a local or Network printer

    4. 4 [Classification] Dynamic Ticket Printing-Requirements System Requirements To set up Dynamic Ticket Printing, you must have the following: Access to DTCCs PBS service Allow Java Applet download If you use JPTS, you already have an applet Internet Explorer, version 6.0 or higher Java Plug-in, version 1.5.0 or higher Local/Network PC printers configured to your PC Operations One or more authorized users can enable printer (s) Tickets will print just as they do today based on the existing info file Printer configuration and control given to customer - Set up once/ Update when necessary Monitoring of tickets by printer

    5. 5 [Classification]

    6. 6 [Classification]

    7. 7 [Classification] Required Information from the Firm RACF IDs that will need the new SMXD entitlement Pilot scheduled for October 2008

    8. 8 9/17/2011 [Classification] PBS Download Functionality Participant Browser Services

    9. 9 [Classification] Reason for the initiative Eliminate the need for customers to screen scrape PTS. Customer Satisfaction - Clients seeking better technology options via PBS Solution Leverage DTCCs current PBS application to provide the ability for customers to download data from the PBS ART function to a Excel Spreadsheet Requirements Have access to DTCCs PBS service Entitlement for PBS ART function Access to Excel on your desktop

    10. 10 [Classification] PBS ART Screen

    11. 11 [Classification]

    12. 12 [Classification] PBS Download Functionality Current Status On-line help created General Release Date 06/20/08 All firms/individuals with the required entitlement will have access to the functionality Future enhancements PEND function scheduled for release Q4 Currently exploring and defining a timeline for additional download capabilities for future functions Determine the scope of work for upload capabilities (DO function)

    13. 13 9/17/2011 [Classification] Deposit Bar Code Printing Participant Browser Services

    14. 14 [Classification] Deposit Bar Code Printing

    15. 15 [Classification] Deposit Bar Code Requirements

    16. 16 [Classification] Current Deposit Bar Code Ticket Printing Workflow

    17. 17 [Classification] Proposed Workflow Solution

    18. 18 [Classification] Current Status Business Requirements Approved Feasibility estimate completed Development October 2008 General release February 2009

    19. 19 9/17/2011 [Classification] PINS Replacement Participant Browser Services

    20. 20 [Classification] PINS Replacement Background The Participant Inquiry Notification System (PINS) allows Participants to notify DTC of differences between their records and ours In 2007, approximately 80,000 inquires were received and answered Objectives Modernize PINS interface Update interface customers use to submit inquiries and review their status in order to address existing usability issues Implement Self Service capabilities Provide On-line help allowing participants to obtain the information themselves Knowledge base of previous inquiries Map PINS inquiry types to corresponding DTCC data sources (e.g. PBS functions)

    21. 21 [Classification] PINS Replacement Benefits Streamlined internal processes Help firms reduce the number of PINS inquires and phone calls received Reduce the number of unnecessary inquires that are billable ($55.00 per unnecessary inquiry) Increase customer satisfaction

    22. 22 [Classification] PINS Replacement Recommendation - Phase I New Customer Inquiry Application Develop a secure web based inquiry mechanism for customers to submit and review the status of inquires Modernize the inquiry interface Map inquiry types to corresponding PBS functions Run new customer inquiry system in parallel with PBS/PTS PINS during initial migration Retire PBS/PTS PINS at appropriate time

    23. 23 [Classification] PINS Replacement Recommendation Phase II 2009 Initiatives Self Service Create self-service capabilities to reduce, deflect and eliminate inquiries as appropriate Knowledge base for storing previous customer inquiries and DTC answers True systematic automation access to DTC data sources

    24. 24 [Classification] PINS Replacement Current Status Front-end Development scheduled to begin in October Phase I General Release scheduled for March 2009

    25. 25 [Classification] Example PINS Menu

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