New York Life Insurance Agents Auditor Training for Document Management
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- 1. Welcome New York Life internal Auditor Access Training Paul
Conterio Corporate Presenter Trainer eFileCabinet New York Life
Agents
- 2. Access Auditors How to Provide New York Life Auditors Access
to Files The purpose of the eFileCabinet Online Auditor feature is
to grant access to New York Life Auditors so they can see the
documents they have requested to view. Scott Weinstein Vice
President NYL Compliance 212 576-3831
Scott_Weinstein@NewYorkLife.com
- 3. Auditors Access is Real Time 24/7 Access to Company Files
Located Anywhere Access Auditors
- 4. Auditors Access is Real Time 24/7 Access to Companys Files
Located Anywhere New York Life Agents Access Auditors Access NYL
Clients
- 5. Auditors Access to the New York Agents Account Auditors
Access is Real Time 24/7 Access to Companys Files Located Anywhere
Access Auditors
- 6. Agents Access NYL Clients
- 7. Agents Access Non NYL ClientsNYL Clients NYL Clients Non NYL
Clients
- 8. Agents Access Auditor Access NYL Clients NYL Clients
- 9. NYL Clients Personal Cabinet Cabinet As Many as You Want
Cabinets Please also grant auditor access to the location(s) of any
OBA files What When (outside of the New York Life cabinet).
- 10. NYLIFE Securities (Brokerage) Taylor, Paula NYL Clients
Cabinet Drawers Folders Documents
- 11. Taylor, Paula NYL Clients Cabinet Drawers
- 12. Drawers Taylor, Paula Folders Eagle Mainstay (Mutual Fund)
NYL Associated NYLIFE Securities (Brokerage) Other Life and Annuity
Non-NYL Customer Other Life and Annuity- NYL Customer Other Outside
Business Activities
- 13. How to Provide New York Life Auditors Access to your
Files
- 14. QuestionsCall 801 921-7368 or email
support@efilecabinet.com Thanks for Watching!
- 15. 15 eFileCabinet Background Since 2001 Over 149,000 users
Based in Lehi, Utah Lehi, UT
- 16. NYL Clients Personal Cabinet Cabinet As Many as You Want
Cabinets
- 17. NYLIFE Securities (Brokerage) Taylor, Paula NYL Clients
Cabinet Drawers Folders Documents
- 18. Taylor, Paula NYL Clients Cabinet Drawers
- 19. Drawers Taylor, Paula Folders Eagle Mainstay (Mutual Fund)
NYL Associated NYLIFE Securities (Brokerage) Other Life and Annuity
Non-NYL Customer Other Life and Annuity- NYL Customer Other Outside
Business Activities
- 20. What is the cloud and is it safe? 256-bit AES Storage
Encryption Verse 128 To give you an idea of just how secure this
is, it is over 2,000 times more secure than using 128-bit AES.
Breaking a symmetric 256-bit key by brute force requires 2128 times
more computational power than a 128-bit key. To break it, a brute
force attack would take 50 supercomputers over
3,000,000,000,000,000,000,000,000,000,000,000,000,000,000,000,000,000
years! (Wikiedia)
- 21. 23 Mobile Apple/Android Apps for eFCO and SecureDrawer
- 22. 24 Mary Martin is Vice President of Human Resources &
Accounting Mary because of her role in the company has access to
both employee medical and financial records The Benefit folders
contain employee personal health information (PHI)
- 23. 25 Bob Cratchit is Director of Accounting and reports to
Mary Martin Bob does not have access to the benefits folders
containing employee personal health information
- 24. 26 Bob Director Mary Vice President
- 25. There are 2 ways to log into eFileCabinet Online 1. By
opening a web browser and going to www.efilecabinet.com 2. By
downloading the small client software that provides access to the
eFileCabinet online server from your desktop.
- 26. 28 eFileCabinet Background Since 2001
- 27. InsuranceTax Clients Businesses Cabinets Folders Documents
Drawers AccountingTax Clients IndividualsPersonalProperty Adams,
TomBarton, CraigBringhurst, Scott Human ResourcesInvestment Files
Cook, MattCratchit, BobJensen, SteveMartin, MarySantoro,
JosephTaylor, Paula Home Insurance DocumentsBilling Statement Auto
InsuranceLife Insurance Subfolders Medical ExaminationLife
PoliciesAnnuities
- 28. Documents Taylor, Paula Cabinets Folders Drawers Subfolders
Insurance Annuities Life Insurance SearchPaula Taylor
Documents
- 29. Documents You Can Search by Name! You Can Search by
Profile! You Can Search by Indexing & OCR!
- 30. The Only Constant today is Change
- 31. 34 Technology Forces Change
- 32. 35 Technology Forces Change
- 33. Access Auditors Access is Real Time 24/7 Access to Company
Files Located Anywhere New York Life Agents Access Auditors
- 34. Agents Access NYL Clients NYL Clients
- 35. 38 Carbon Nanotubes
- 36. Access Enterprise Enterprise Access is Real Time 24/7
Access to Company Files Located Anywhere New York Life Agents
Access NYL Clients
- 37. Agents Access NYL Clients Non NYL Clients NYL Clients
- 38. Access Enterprise Enterprise Access is Real Time 24/7
Access to Company Files Located Anywhere New York Life Agents
Access NYL Clients
- 39. Your smile is your logo, your personality is your business
card, how you leave others feeling after an experience with you
becomes your trademark.