IRI has created an Operations and Technology tool to search for key documents, best practices, summaries, and other materials that are accessible by category or committee.
RMD Best Practice: DTCC Financial Activity Reporting (FAR)
This best practice provides guidance on the data elements that are needed in the DTCC…
Digital First for Annuities Dashboard
IRI’s Digital First for Annuities dashboard tracks active and planned implementations of digital-first initiatives.
Paperless Replacements Frequently Asked Questions (FAQ)
This document provides answers from the pilot carriers, DTCC, and IRI to frequently asked questions about DTCC’s Paperless Replacements Process.
Paperless Replacements High Level Risk Assessment
This document provides insights on the risk assessment measures taken by the Carrier-to-Carrier Paperless Replacements pilot carriers
Paperless Replacements Timeline
A timeline showing the efficiencies gained by implementing Carrier to Carrier Paperless Replacements.
Digital First for Annuities – Request for information
IRI distributed a Request for Information (RFI) that seeks to advance the Digital First for Annuities initiative.
Digital First Summary
The Digital First Summary highlights the Digital First for Annuities standard providing details on the opportunity, the problems, the cause, the solution and the future state.
Return on Investment (ROI) calculator
A helpful ROI tool to show the potential benefits of implementing transfer automation within a carrier.
Upfront Transfer Data Executive Summary
This executive summary discusses the objective, background, problem, and proposed solution for addressing upfront transfer data collection.