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Regulatory Update: NAIC Summer 2020 National Meeting

Data Matters

Annuity Suitability Working Group Drafting FAQ Document to Facilitate Uniformity in State Adoption of Revised Suitability in Annuity Transactions Model Regulation. A draft of the FAQ document was exposed for a 30-day comment period to seek feedback regarding whether additional topics should be included in the document.

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Regulatory Update: NAIC Summer 2021 National Meeting

Data Matters

NAIC Adopts FAQ Document to Facilitate Uniformity in State Adoption of Revised Suitability in Annuity Transactions Model Regulation . The NAIC adopted a frequently asked question (FAQ) document to address issues that are likely to arise as states adopt the 2020 revisions to the Suitability in Annuity Transactions Model Regulation (SAT).

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7 Benefits of Metadata Management

erwin

However, most organizations don’t use all the data at their disposal to reach deeper conclusions about how to drive revenue, achieve regulatory compliance or accomplish other strategic objectives. Metadata management is key to wringing all the value possible from data assets. What Is Metadata?

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Master Data Migration: Moving From Legacy MDM to Innovative MDM

Reltio

Since we’ve been getting a lot of questions about how to successfully execute a master data migration, I invited Ranga Iyengar, our Vice President of Expert Services to provide answers. This is particularly useful during peak times like the holidays for our retail and CPG customers as well as open enrollment for our healthcare customers.

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