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.
Hackathon Journey Template
Template for Minimum Viable Products for the hackathon in February 2025
Hackathon Topics
Minimum Viable Products planned for the hackathon in February 2025.
IRI Baseline Values
A report of baseline values that is updated quarterly and is provided to help simplify…
IRI Baseline Values: Reference Guide
A reference guide to The IRI Baseline Values, a benchmark measurement of the accumulation and…
Transforming Retirement Planning
Annuities have historically been challenging to model in financial planning platforms. IRI worked with CANNEX…
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