Operations Breakout Details

The Operations breakout session will include four topics of discussion -- time permitting -- within the 90 minutes. The topics include (in order of discussion):

  1. Settlement Business Process
  2. Income Plans - Tax Withholding (AWD versus ad-hoc withdrawals)
  3. Error Corrections - Introduction of process standards
  4. Standardization of Support Entities (e.g. Investment Types, Address Types, Banking Types, etc.)