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ANSI ASC X12
Finance SubcommitteeNew Member Orientation
Program Overview
Introductions
History
ANSI ASC X12 Organization
X12 Finance
Officers/Voting/Constitution
Resources and Networking
Education
Task and Work Groups
The Process
The Future
Wrap Up and Questions
• History
ANSI ASC formed in 1979
Finance Project Team jointly managed by X12 & X9
Formal X12 Subcommittee Status in 1989
Manages over 40 X12 Transaction Sets
Task Groups & Work Groups Formed as Needed
• Mission
Define, develop and support new transaction sets and review
proposed changes to existing transaction sets that relate to the
request, initiation, processing, control, reporting and security of
financial transactions.
• Subcommittee Organization
ANSI
X12
Finance
Task Groups
Work Groups
ASC X12 Participation• Participate in a Committee with over 25 years of
experience and expertise in the development and implementation of electronic data exchange standards
• Proactively shape the most widely used X12 EDI standards in an open and neutral cross-industry environment
• Control what changes become part of the standard via a proven consensus-based infrastructure Gain access to the ASC X12 Tools for Members program, offering complimentary use of worldclass commercial software packages to aide in the development of X12 standards
• Members are eligible to vote on numerous technical and administrative ASC X12 issues. Subcommittee votes are conducted according to procedures in each subcommittee’s constitution. The first requirement to be eligible to vote is to have membership in that particular subcommittee
Substantial Savings on Products and Services Can Easily Offset Membership
Dues
Subcommittee Meetings & Sponsorship Opportunities• Receive free registration for unlimited organization
representation to all three ASC X12 face-to-face Committee meetings that take place every year and all interim standards development meetings (nonmembers pay $895 per meeting/per person)
• Showcase your products and services via a tabletop display at the ASC X12 meetings and take advantage of the various sponsorship opportunities
• Receive discounted pricing on education and training topics Web Site & Listservs• Receive early access to standards before they are approved
through the members-only section of the web site• Increase the visibility of your organization’s products and
services with a listing on the ASC X12 web site• Gain access to an extensive series of listservs where you receive
advice, learn what others are doing and discuss current issues with peers and e-business experts
Substantial Savings on Products and Services Can Easily Offset Membership
Dues(continued)
Standards & Publications
• Receive a discount on all ASC X12 standards and publications, a potential savings of thousands of dollars• Access X12 XML Schemas, freely downloadable and available for runtime validation
Networking• Access an international network of the industries’ top decision-makers and technology innovators who establish and implement electronic data exchangestandards
Substantial Savings on Products and Services Can Easily Offset Membership
Dues(continued)
• X12 Meetings Full Finance Meetings at 3 ASC X12
Trimester Meetings Task Group & Work Group Meetings Interim Meetings Wrap Ups Educational Sessions
Membership and Officers
Membership Characteristics
350+ Active Members
Many Industries / Disciplines
Oil / GasGovernmentInsuranceComputer ManufacturingAerospaceTelecommunicationsCredit Card ProcessingSoftware DevelopmentConsulting
• Officers
Officers responsible overall subcommittee management.
Task Group & Work Group Facilitators responsible for
their functional group.
Elections are Staggered.
• Administrative Positions
ChairVice ChairSecretary (3 positions by function)TAS Rep (2 positions incl. Alternates)PRB Rep (2 positions incl. Alternates)Liaisons (2 positions / N & C) as neededX12 Web Master Representative
• Subcommittee Voting
Task Groups strive for consensus of attendees
Formal votes require membership in X12 & Subcommittee
Task Groups record their single
disposition to Finance’s TG 10
Technical Assessment
2nd Consecutive Meeting
Constitution
www.x12.org
X12F:•Develops and maintains X12 EDI and XML standards including technical guidelines focusing on financial e-business models •Develops and maintains financial business models related to areas such as credit card processes, financial remittance delivery, invoice, and payment transactions. Real estate and mortgage lending messages are also developed and maintained using EDI and XML standards. •Develops payment systems architecture to include data security and data content management for financial standards •Promotes the use of X12 EDI and XML standards across the financial services industry
Resources and Networking
ASC X12 Finance Contact Lists
• Officer Roster includes Chair, Vice Chair, Recording Secretary, Logistics Secretary, Database Secretary, TAS Representative, PRB Representative and Task Group Chairs
• Phone Book includes all active participants
www.x12.org
• X12 Documents & Terms
Transaction Set (TS)
Data Maintenance (DM)
TAS
PRB
SD2
OPM
TR1
TR2
TR3
• Data Maintenance (DM) Package
Indexes
DM Listing
Impacted Standards
• Mentor Program
Provide new members with assistance with understanding the workings of X12 F
New members share the experience of a first meeting with those more
seasoned
Type Session Day Time Finance X 12 F New Member Orientation Sunday 5:00 - 6:00 Finance New Member Orientation Wrap Up Sunday 6:00 - 8:00 General How To Get Around An X12 Meeting Monday 8:00 - 8:30 General Introduction To X12 Standards Development Monday 8:30 - 10:30 General Introduction To Modeling For Standards
Setting Monday 10:30 - 11:00
General Introduction to X12 Mapping- An Overview Monday 2:00 - 4:00 General X12 Design Rules Tuesday 8:00 - 9:00
Typical Educational Schedule
• Task Groups & Work Groups
TG1 Financial Standards Development
TG1/WG1 Financial Implementation Guide Review
TG1/WG5 Financial XML Development
TG1/WG6 Reassociation Best Practices
TG1/WG7 XML Harmonization
TG2 Energy & Utility
TG2/WG1 XML Development
TG2/WG2 XML Development
TG2/WG3 X12 E Subcommittee Organization & Administration
TG10 Technical Assessment
X12F Transaction Sets
Business Credit Report156 Entitlement Payment Recipient
account Inquiry/Response248 Account Assignment & Service
Status810 Invoice811 Consolidated Invoice/Payment812 Credit/Debit Adjustment814 General Request, Response or
Confirmation819 Operating Expense Statement820 Payment Order/Remittance
Advice823 Lockbox824 Application Advice827 Financial Return Order/Return
Notice828 Debit Authorization829 Payment Cancellation Request831 Application Control Totals844 Product Transfer Account
Adjustment849 Response to 844880 Grocery Products Invoice
X12F Transaction Sets821 Financial Information Report
822 Account Analysis
197 Real Estate Title Evidence
198 Loan Verification Evidence
199 Real Estate Settlement Information
200 Mortgage Credit Report
201 Residential Loan Application
202 Secondary Mortgage Market Loan Delivery
203 Secondary Mortgage Market Investor report
205 Mortgage note
206 Real Estate Inspection
208 Income Proper Appraisal Report
209 Condominium Appraisal Report
245 Real Estate Tax Service
X12F Transaction Sets
246 Real Estate Listing Information
260 Application for Mortgage Insurance Benefits
261 Real Estate Information request
262 Real Estate Information report
263 Residential Mortgage Insurance Application Response
264 Mortgage Loan Default Status
265 Real Estate Title Insurance Service Order
269 Mortgage or Property Record Change Notice
775 Broker Price Opinion
833 Mortgage Credit Report Order
872 Residential Mortgage Insurance Application
In the General Finance meeting, held on Monday at our trimester meetings, all Work and Task Groups provide a status of ongoing efforts and discuss pending work efforts for the remainder of the week.
Future ??
Internet
CICA
XML
Cross Border Transactions
IFX
Cooperation with other Standards Bodies
Wrap Up
Close
WE TRAINED HARD ... but it seemed thatevery time we were beginning to form up
into teams we would be reorganized. I wasto learn later in life that we tend to meet any
new situation by reorganizing - and awonderful method it can be for creating the
illusion of progress while producingconfusion, inefficiency and demoralization.
PETRONIUS 210 B.C.