2. ACRIS e-Recording for Portal Companies Next Steps August 07, 2013

3. Significant Decision Made Data Currently Collected by Cover Page is Required Existing Services / Existing Model will be Extended Solution will be Common for All Portal Companies Tax Form Creation is via Web Services Optional -Tax Trans ID Required for Transfers (Deeds, etc.) -While Optional, Tax Form Creation is via Web Services is not recommended for the first phase due to timeline / resource constraints

4. Topics ACRIS Team’s Vision High Level Timeline Details Dev/Test Environment Interface Design

5. ACRIS Team’s Vision EtaxCoverPageWs EsubmissionWsEpaymentsWs Portal Companies

6. EtaxCoverPage Web Services Current Web Methods: Function SubmitXMLData(ByVal customerNYCIDEmail As String, ByVal customerId As String, ByVal submissionType As SubmissionType, ByVal xmlFile() As Byte) As SubmitXMLDataResult Function GetStatus(ByVal customerNYCIDEmail As String, ByVal customerId As String, ByVal eSubmissionId As String) As GetStatusResult Function GetXMLData(ByVal customerNYCIDEmail As String, ByVal customerId As String, ByVal eSubmissionId As String) As GetXMLDataResult Function GetPDFForms(ByVal customerNYCIDEmail As String, ByVal customerId As String, ByVal eSubmissionId As String) As GetPDFFormsResult Function GetSubmissionIDByCustomerRefNo(ByVal customerNYCIDEmail As String, ByVal customerId As String, ByVal customerRefNo As String) As GetSubIDByCustomerRefNoResult

7. EtaxCoverPage Web Services Current Web Methods (cont’d): Function FindAddress(ByVal borough As Integer, ByVal block As Integer, ByVal lot As Integer) As FindAddressResult Function FindBBL(ByVal borough As Integer, ByVal streetNumber As String, ByVal streetName As String, ByVal addressUnit As String) As FindBBLResult Function SubmitXMLDataAndGetPDFForms(ByVal customerNYCIDEmail As String, ByVal customerId As String, ByVal submissionType As SubmissionType, ByVal xmlFile() As Byte, ByVal onSuccessGetProcXml As Boolean) As SubmitXMLDataAndGetPDFFormsResult Function GetControlData(ByVal controlDataRequested As ControlDataType) As GetControlDataResult Authentication: UsernameToken embedded in the SOAP header with NYCID Email as username with the appropriate password and Password Type: Text.

8. Epayments Web Services Current Web Methods: Function GetAmountDue(ByVal PaymentItems() As PaymentItem) As GetAmountDueResult Function PayByCheck(ByVal PaymentItems() As PaymentItem, ByVal CheckInformation As Check, ByVal ConvenienceFee As Decimal) As PayByCheckResult Function PayByCreditCard(ByVal PaymentItems() As PaymentItem, ByVal CreditCardInformation As CreditCard, ByVal ConvenienceFee As Decimal) As PayByCreditCardResult Function GetConvenienceFee(ByVal PaymentAmount As Decimal, ByVal PaymentMethod As PaymentType) As GetConvenienceFeeResult

9. Epayments Web Services Current Web Methods (cont’d): Function GetPaymentStatusByTrackerID(ByVal PaymentTrackerID As String) As GetPaymentStatusResult Function GetPaymentStatusByACRISTransactionNbr(ByVal EPayTransactionNbr As String) As GetPaymentStatusResult Function GetBankInformation(ByVal ABARoutingNumber As String) As GetBankInformationResult Function ValidateCreditCardNumber(ByVal CreditCardNumber As String, ByVal CreditCardType As CardTypes) As ValidateCreditCardNumberResult Authentication: UsernameToken embedded in the SOAP header with Customer Profile as username with the appropriate password (i.e. the password for the NYCID account to which the customer profile belongs) and Password Type: Text.

10. Esubmission Web Services Proposed Web Methods: Function GetDocumentChecklist(ByVal documentID as String) As DocumentChecklistResult Function UploadPDF(ByVal documentID as String, ByVal pdfType As PDFType, ByVal pdfArray() As Byte) As UploadPDFResult Function Preview(ByVal documentID As String) As PreviewResult Function ESubmit(ByVal transactionID As String) As ESubmitResult Authentication: UsernameToken embedded in the SOAP header with NYCID Email as username with the appropriate password and Password Type: Text.

11. Development / Test Environment Plan for Monday 8/12; Validation by 8/16 Provide URLs to Existing Services Provide Access Credential / Authorization Provide CA certificate for servers in this environment Provide existing resources as used by other consumers of ACRIS services Provide Test Payment Accounts

12. Next Step - Interface Design EtaxCoverPageWs & EpaymentWs Full Documentation of Existing Methods and XSD Feedback on Additions (and Changes?) Specification for Additions (and Changes?) Development EsubmissionWs Specification for Proposed Interface Feedback / Specification Changes Development

13. Tentative High Level Timeline Start Dates ofEtaxCoverPageWsEpaymentsWsEsubmission Initial Design8/8/20138/9/20138/5/2013 Draft Specification8/12/2013 8/7/2013 Specification Public Review8/23/2013 8/21/2013 Finalize Specificiation8/30/2013 Release Specification / Guide9/6/2013 Development Alpha Deploy System Integration Testing Beta Deploy User Acceptance Testing10/14/2013 Second Beta Deploy10/14/2013 Performance Testing10/28/2013 Deployment11/4/2013

14. Open Discussion & Notes The following items / issues were discussed Strong desire for ACH payment Daily batch payments desired. May be able to mimic with single daily eCheck? Limitations on eChecks Can we bundle transactions into single eCheck? Are there any restrictions on time of payment? Workflow diagram? Within a service Orchestration between services