The review process was different than a CLIEDIS approval since there is no CITS implementation guide for these transactions. The CLIEDIS Executive Committee will separately determine the timing for the creation of a CITS guide, based on the maturity of this implementation. Through the review process, CLIEDIS ensured the following:
- Submitted test files were valid ACORD messages
- CITS Common Implementation Rules, when applicable, where incorporated
- Applicable data modeling concepts based on the CITS Advisor Screening Implementation Guide, when applicable, were followed
If you have any questions about APEXA, please contact Dylan Friedmann, VP Client & Partner Experience at firstname.lastname@example.org.