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					           9/25/2011 12:02 AM                                                                     REPORT INDEX                                                                     1

                                                                                                                                            Priority
                                                                                                                                            1 = Have
              In                                                                                                                      CAV
                   Develop In Cavu                Source:                                                                                   to Have
            Scope:                                                                                                                    U
Business             er:    Contra                Vendor Binder   Binder                                                  OBRE Report       2=
             Yes                   Type                                     Title / Description                                       Rep             Comments            Action
Area               OBRE or    ct                  RFP Requirem.   page #                                                      ID            Negotiabl
              No                                                                                                                      ort
                    CAVU                          Other                                                                                     e
            Future                                                                                                                    ID
                                                                                                                                            3 = Don't
                                                                                                                                            Need


Mortgage                                                                    Residential Mortgage License Renewal
              Y     CAVU      Y   Letters         Vendor Binder   MB 03-8                                                 RENEW.RSL                  5 pages
Banking                                                                     Application
Mortgage
              Y     CAVU      Y   Labels          Vendor Binder   MB 10     Labels                                        none listed
Banking
Mortgage                                                                                                                  APPTRACK.
              Y     CAVU      Y   Basic Reports   Vendor Binder   MB 12     Application Tracking Report
Banking                                                                                                                      RSL
Mortgage                                                                                                                  ARCEXAM.R
              Y     CAVU      Y   Basic Reports   Vendor Binder   MB 13     Examination Archival Report
Banking                                                                                                                       SL
Mortgage                                                                                                                  BONDMSTR.
              Y     CAVU      Y   Basic Reports   Vendor Binder   MB 14     Bond Information
Banking                                                                                                                      RSL
Mortgage                                                                                                                  BONDTRAK.
              Y     CAVU      Y   Basic Reports   Vendor Binder   MB 15     Surety Bond Tracking Report
Banking                                                                                                                      RSL
Mortgage
              Y     CAVU      Y   Basic Reports   Vendor Binder   MB 16     Closed Branch Listing                         none listed
Banking
Mortgage                                                                                                                  BRANCHES.
              Y     CAVU      Y   Basic Reports   Vendor Binder   MB 17     Alphabetical by Licensee Name
Banking                                                                                                                      RSL
Mortgage                                                                                                                  BRNCONLY.
              Y     CAVU      Y   Basic Reports   Vendor Binder   MB 18     Licensee Institutions with Branches Only
Banking                                                                                                                      RSL
                                                                                                                                                     Jay did not
                                                                                                                                                     specifically state
                                                                                                                                                     CAVU would do
Mortgage                                                                                                                                             this report -
              Y     CAVU      Y   Basic Reports   Vendor Binder   MB 19     Examination Information                       none listed
Banking                                                                                                                                              contact Jay / Jay
                                                                                                                                                     said in email
                                                                                                                                                     CAVU would do
                                                                                                                                                     this report
Mortgage
              Y     CAVU      Y   Basic Reports   Vendor Binder   MB 20     Fiscal Year End with Financial Statement Date FYEND.RSL
Banking
Mortgage
              Y     CAVU      Y   Basic Reports   Vendor Binder   MB 21     Institution Master Data                       none listed
Banking
Mortgage                                                                                                                  PREEXAM.R
              Y     CAVU      Y   Basic Reports   Vendor Binder   MB 22     Pre Examination Worksheet
Banking                                                                                                                      SL
Mortgage                                                                                                                  PROBLEM.R
              Y     CAVU      Y   Basic Reports   Vendor Binder   MB 23     Institution Problem Shop Tracking Report
Banking                                                                                                                      SL
Mortgage                                                                    Certificate Inventory Control Report - Date                              3 / MB24, MB25,
              Y     CAVU      Y   Basic Reports   Vendor Binder   MB 24                                                   CERT.RSL
Banking                                                                     Range                                                                    MB26
Mortgage                                                                    Certificate Inventory Control Report -                                   3 / MB24, MB25,
              Y     CAVU      Y   Basic Reports   Vendor Binder   MB 25                                                   CERT.RSL
Banking                                                                     Certificate Range                                                        MB26
Mortgage                                                                    Certificate Inventory Control Report -                                   3 / MB24, MB25,
              Y     CAVU      Y   Basic Reports   Vendor Binder   MB 26                                                   CERT.RSL
Banking                                                                     Certificate Number Details                                               MB26

                                                                            All Current Licenses With Bond Information
Mortgage
              Y     CAVU      Y   Basic Reports   Vendor Binder   MB 27     but Expired Bond Date - REN, PEN, NEW         none listed
Banking
                                                                            STATUS in Bond Expiration Order

                                                                            All Current Licenses With Bond Information
Mortgage
              Y     CAVU      Y   Basic Reports   Vendor Binder   MB 28     but Expired Bond Date - REN, PEN, NEW         none listed
Banking
                                                                            STATUS in Institution # Order
           9/25/2011 12:02 AM                                                                     REPORT INDEX                                                                    2

                                                                                                                                             Priority
                                                                                                                                             1 = Have
              In                                                                                                                       CAV
                   Develop In Cavu                Source:                                                                                    to Have
            Scope:                                                                                                                     U
Business             er:    Contra                Vendor Binder    Binder                                                  OBRE Report       2=
             Yes                   Type                                     Title / Description                                        Rep             Comments          Action
Area               OBRE or    ct                  RFP Requirem.    page #                                                      ID            Negotiabl
              No                                                                                                                       ort
                    CAVU                          Other                                                                                      e
            Future                                                                                                                     ID
                                                                                                                                             3 = Don't
                                                                                                                                             Need


                                                                            All Current Licenses With Bond Information
Mortgage
              Y     CAVU      Y   Basic Reports   Vendor Binder    MB 29    but Expired Bond Date - REN, PEN, NEW           none listed
Banking
                                                                            STATUS in Institution Alphabetic Order

                                                                            All Licenses With Bond Information but
Mortgage
              Y     CAVU      Y   Basic Reports   Vendor Binder    MB 30    Expired Institution Date - REN, PEN, NEW        none listed
Banking
                                                                            STATUS in Institution # Order

Mortgage                                                                    All Licenses Without Bond Information - REN,
              Y     CAVU      Y   Basic Reports   Vendor Binder    MB 31                                                    none listed
Banking                                                                     PEN, NEW STATUS in Institution # Order

Mortgage
              Y     CAVU      Y   Web Page        Vendor Binder    MB 33    Notes about Licensee List.                      none listed
Banking
Mortgage                                                                    Licensee List - Alphabetical Listing with      WEBLIST.RS
              Y     CAVU      Y   Web Page        Vendor Binder    MB 34
Banking                                                                     Activity, Status, etc.                             L
Mortgage
              Y     CAVU      Y   Web Page        Vendor Binder   MB 35-36 Sources of Continuing Education                  none listed
Banking
Mortgage                                                                   Residential Mortgage License -Expiration
              Y     CAVU      Y   Web Page        Vendor Binder   MB 37-40                                                  none listed
Banking                                                                    Dates
Mortgage                                                                   Fines, Suspensions and Revocations Imposed
              Y     CAVU      Y   Web Page        Vendor Binder   MB 41-49                                                  none listed               dupe to MB 50-60
Banking                                                                    on Licensees
Mortgage                                                                   Fines, Suspensions and Revocations Imposed
              Y     CAVU      Y   Web Page        Vendor Binder   MB 50-60                                                  none listed               dupe of MB 41-50
Banking                                                                    on Licensees
Mortgage
              Y     CAVU      Y   Web Page        Vendor Binder   MB 61-64 Residential Mortgage License Surrenders          none listed
Banking
Mortgage                                                                                                                   IL581-0094
              Y     CAVU      Y   Licenses        Vendor Binder   MB 66-67 Illinois Residential Mortgage License
Banking                                                                                                                     (Rev 8-00)
Mortgage                          Screens /
              Y     CAVU      Y                   Vendor Binder    MB 69    Institution Problem Shop Condensed Report       none listed
Banking                           Reports
Mortgage                          Screens /
              Y     CAVU      Y                   Vendor Binder    MB 70    Cash Receivables - Quick Report                 none listed
Banking                           Reports
Mortgage                          Screens /
              Y     CAVU      Y                   Vendor Binder    MB 71    Time Reporting - Quick Report by Examiner       none listed
Banking                           Reports
Mortgage                          Screens /
              Y     CAVU      Y                   Vendor Binder    MB 72    Open Receivables - Quick Report                 none listed
Banking                           Reports
Mortgage                          Screens /
              Y     CAVU      Y                   Vendor Binder    MB 73    Entity Quick Report                             none listed
Banking                           Reports
Mortgage                          Screens /
              Y     CAVU      Y                   Vendor Binder    MB 74    Supervisory Condensed Quick Report              none listed
Banking                           Reports
Mortgage                          Screens /
              Y     CAVU      Y                   Vendor Binder    MB 75    Supervisory Quick Report                        none listed
Banking                           Reports
Mortgage                          Screens /
              Y     CAVU      Y                   Vendor Binder    MB 76    Entity Quick Report                             none listed
Banking                           Reports
           9/25/2011 12:02 AM                                                                        REPORT INDEX                                                                                   3

                                                                                                                                               Priority
                                                                                                                                               1 = Have
              In                                                                                                                         CAV
                   Develop In Cavu               Source:                                                                                       to Have
            Scope:                                                                                                                       U
Business             er:    Contra               Vendor Binder     Binder                                                    OBRE Report       2=
             Yes                   Type                                     Title / Description                                          Rep             Comments          Action
Area               OBRE or    ct                 RFP Requirem.     page #                                                        ID            Negotiabl
              No                                                                                                                         ort
                    CAVU                         Other                                                                                         e
            Future                                                                                                                       ID
                                                                                                                                               3 = Don't
                                                                                                                                               Need


                                                                            Also fitting into this category might be those
                                                                            reports which are a part of the Foundation
                                                                            System that have no other purpose than to                                   Deb's analysis of
Mortgage                                                                    provide a listing of what is in the present                                 reports - additional
                                  Reports        Tracking Binder    006                                                           n/a                                        11/20-Not Applicable
Banking                                                                     validation tables. At present there are 13                                  reports created for
                                                                            validation tables on the Foundation System. If                              users
                                                                            you wise, I can provide a list of these upon
                                                                            request.
Mortgage                                                                                                                                                what was this in
              Y     CAVU?         Letter         Tracking Binder    008     Officer's Questionnaire                           IL505-0426                                   11/20-part of EXTRANET
Banking                                                                                                                                                 response to

Mortgage                          Licensing                                                                                  IL581-0144 (2-             word doc letters
                                                 Tracking Binder    003     Approved source letter
Banking                           Letters                                                                                         99)                   forwarded to Jay

Mortgage                          Licensing                                                                                  IL505-0379 (3-             word doc letters
                                                 Tracking Binder    003     Congratulations letter
Banking                           Letters                                                                                         99)                   forwarded to Jay

Mortgage                          Licensing                                                                                   IL505-0485                word doc letters
                                                 Tracking Binder    003     FSO return letter
Banking                           Letters                                                                                       (06-00)                 forwarded to Jay

Mortgage                          Licensing                                                                                   IL505-0515                word doc letters
                                                 Tracking Binder    003     Incomplete filing letter
Banking                           Letters                                                                                       (09-00)                 forwarded to Jay

Mortgage                          Licensing                                                                                   IL505-0370                word doc letters
                                                 Tracking Binder    003     Interim license letter
Banking                           Letters                                                                                       (08-01)                 forwarded to Jay

Mortgage                          Licensing                                                                                   IL505-0371                word doc letters
                                                 Tracking Binder    003     Kit transmittal letter
Banking                           Letters                                                                                       (09-01)                 forwarded to Jay

Mortgage                          Licensing                                                                                  IL505-0390 (2-             word doc letters
                                                 Tracking Binder    003     License requirements letter
Banking                           Letters                                                                                         99)                   forwarded to Jay

Mortgage                          Licensing                                                                                  IL505-0389 (2-             word doc letters
                                                 Tracking Binder    003     License transmittal letter
Banking                           Letters                                                                                         99)                   forwarded to Jay

Mortgage                          Licensing                                                                                   IL505-0433                word doc letters
                                                 Tracking Binder    003     Request for information
Banking                           Letters                                                                                       (04-00)                 forwarded to Jay

Mortgage                          Licensing                                                                                   IL581-0146                word doc letters
                                                 Tracking Binder    003     Surrender letter
Banking                           Letters                                                                                       (08-99)                 forwarded to Jay

Mortgage                          Licensing                                                                                  IL505-0391 (2-             word doc letters
                                                 Tracking Binder    003     Unlicensed activity letter
Banking                           Letters                                                                                         99)                   forwarded to Jay

                                                                                                                                bmi-letr /
Mortgage                                                                                                                                                word doc letters
                                  Exam Letters   Tracking Binder    004     Examination Letter                                IL505-0527
Banking                                                                                                                                                 forwarded to Jay
                                                                                                                                 (09-00)
           9/25/2011 12:02 AM                                                                     REPORT INDEX                                                                                                4

                                                                                                                                                 Priority
                                                                                                                                                 1 = Have
              In                                                                                                                           CAV
                   Develop In Cavu               Source:                                                                                         to Have
            Scope:                                                                                                                         U
Business             er:    Contra               Vendor Binder     Binder                                                      OBRE Report       2=
             Yes                   Type                                     Title / Description                                            Rep             Comments              Action
Area               OBRE or    ct                 RFP Requirem.     page #                                                          ID            Negotiabl
              No                                                                                                                           ort
                    CAVU                         Other                                                                                           e
            Future                                                                                                                         ID
                                                                                                                                                 3 = Don't
                                                                                                                                                 Need


Mortgage                                                                                                                        IL581-0137                word doc letters
                                  Exam Letters   Tracking Binder    004     Examiner out-of-state travel report
Banking                                                                                                                           (12-97)                 forwarded to Jay

                                                                                                                               Examwp\bmil
Mortgage                                                                                                                                                  word doc letters
                                  Exam Letters   Tracking Binder    004     Late fee letter                                    atef / IL505-
Banking                                                                                                                                                   forwarded to Jay
                                                                                                                               0517 (09-00)

                                                                                                                                pearlform /
Mortgage                                                                                                                                                  word doc letters
                                  Exam Letters   Tracking Binder    004     Pre-examination alert requirements letter           IL505-0427
Banking                                                                                                                                                   forwarded to Jay
                                                                                                                                  (09-00)

Mortgage                                                                                                                        IL505-0535                word doc letters
                                  Exam Letters   Tracking Binder    004     Report of examination
Banking                                                                                                                           (12-00)                 forwarded to Jay

                                                                                                                               exmgrplt.sah /
Mortgage                                                                                                                                                  word doc letters
                                  Exam Letters   Tracking Binder    004     Yearly exam letter                                  IL505-0528
Banking                                                                                                                                                   forwarded to Jay
                                                                                                                                  (09-00)

                                                                            Automated statewide quarterly service
Mortgage                          Reports -                                                                                                               Deb - discovery        11/20-Jay and Deb will
                                                 Tracking Binder    006     agreement report…Right now I send the                   n/a
Banking                           Wishlist                                                                                                                documents              work on
                                                                            information and they plug it into a report form.

                                                                                                                                                          Deb's analysis of
Mortgage                                                                    Statewide quarterly service agreement report                                  reports - additional 11/20-Jay and Deb will
                                  Reports        Tracking Binder    006                                                             n/a
Banking                                                                     information                                                                   reports created for work on
                                                                                                                                                          users

                                                                            Examination reports that can be
Mortgage                          Reports -                                                                                                               Deb - discovery        Merge with report of
                                                 Tracking Binder    006     completed/printed by the examiners during the           n/a
Banking                           Wishlist                                                                                                                documents              licensees
                                                                            examination process.

                                                                                                                                                          Deb's analysis of
Mortgage                          Reports -                                                                                                               reports - additional 11/20-eliminated, no
              X       X       X                  Tracking Binder    006     Licensees missing mailing address information           n/a
Banking                           Wishlist                                                                                                                reports created for longer needed
                                                                                                                                                          users


                                                                                                                                                                                 11/20-CAVU can't do
                                                                                                                                                                                 breakdown by zip code.
Mortgage                          Reports -                                 Examination reports that can be broken down                                   Deb - discovery
                                                 Tracking Binder    006                                                             n/a                                          Can do by county.
Banking                           Wishlist                                  by zip code or district.                                                      documents
                                                                                                                                                                                 Needed by examiners for
                                                                                                                                                                                 scheduling.

                                                                                                                                                          Deb's analysis of      11/20-can labels be
Mortgage                          Reports -                                                                                                               reports - additional   exported into Word for use
                                                 Tracking Binder    006     1 Labels for #4 through #10                             n/a
Banking                           Wishlist                                                                                                                reports created for    with Avery templates?
                                                                                                                                                          users                  JAY WILL CHECK.
           9/25/2011 12:02 AM                                                                  REPORT INDEX                                                                                                  5

                                                                                                                                              Priority
                                                                                                                                              1 = Have
              In                                                                                                                        CAV
                   Develop In Cavu            Source:                                                                                         to Have
            Scope:                                                                                                                      U
Business             er:    Contra            Vendor Binder     Binder                                                      OBRE Report       2=
             Yes                   Type                                  Title / Description                                            Rep             Comments              Action
Area               OBRE or    ct              RFP Requirem.     page #                                                          ID            Negotiabl
              No                                                                                                                        ort
                    CAVU                      Other                                                                                           e
            Future                                                                                                                      ID
                                                                                                                                              3 = Don't
                                                                                                                                              Need



                                                                                                                                                                              11/20-a summary report
                                                                                                                                                                              like pre-exam with more
                                                                         Examination reports that provide historical                                                          information / information
Mortgage                          Reports -                              data of problems/complaints/bond                                              Deb - discovery        provided in standard
                                              Tracking Binder    006                                                           n/a
Banking                           Wishlist                               info/changes that may be associated with an                                   documents              reports / DIANE WILL
                                                                         individual licensee                                                                                  CHECK OUT / needs
                                                                                                                                                                              sample / pre-exam report
                                                                                                                                                                              enhanced


                                                                                                                                                       Deb's analysis of      can't do totals for previous
Mortgage                          Reports -                              Total number of active licenses and total                                     reports - additional   years / statewide report /
              Y               N               Tracking Binder    006                                                           n/a
Banking                           Wishlist                               number of branches as of a specific date                                      reports created for    ADD status reason and a
                                                                                                                                                       users                  date - NEW REPORT

                                                                         Report of licensees in a given area…city,                                                            11/20-NO, would be a
Mortgage                          Reports -                                                                                                            Deb - discovery
                                              Tracking Binder    006     county, district, zip code, etc. for a specific       n/a                                            NEW REPORT - include
Banking                           Wishlist                                                                                                             documents
                                                                         time period.                                                                                         examination reports
Mortgage                          Reports -                              Report of number of licenses issued to specific                               Deb - discovery        11/20 - NO, would be a
                                              Tracking Binder    006                                                           n/a
Banking                           Wishlist                               category for specific time period.                                            documents              NEW REPORT

                                                                                                                                                                              11/20-blend of several
                                                                         Report of number of applications in office, date
                                                                                                                                                                              reports; would be multiple
Mortgage                          Reports -                              license was mailed, license number, license                                   Deb - discovery
                                              Tracking Binder    006                                                           n/a                                            new reports; summary of
Banking                           Wishlist                               inventory control number for a specific time                                  documents
                                                                                                                                                                              MB12 in Vendor Binder
                                                                         period.
                                                                                                                                                                              DIANA will check out

Mortgage                          Reports -                                                                                                            Deb - discovery        11/20-NO, would be a
                                              Tracking Binder    006     Susan Hines has a spreadsheet                         n/a
Banking                           Wishlist                                                                                                             documents              NEW REPORT

                                                                                                                                                                              11/20-can do audit trail on
                                                                                                                                                                              contacts, credentials,
Mortgage                          Reports -                              Auditing/Historical tracking reports of who                                   Deb - discovery
                                              Tracking Binder    006                                                           n/a                                            enforcements; NO report
Banking                           Wishlist                               entered/changed information in the data fields.                               documents
                                                                                                                                                                              currently, report not
                                                                                                                                                                              needed


                                                                                                                                                       Deb's analysis of
Mortgage                                                                 Number of audits received by the MB office in                                 reports - additional 11/20-financial status, one
              X       X       X   Reports     Tracking Binder    006                                                           n/a
Banking                                                                  the past 30 days                                                              reports created for of the standard reports
                                                                                                                                                       users

                                                                                                                                                       Deb's analysis of
Mortgage                                                                                                                                               reports - additional
              X       X       X   Reports     Tracking Binder    006     Annual report of MB activities                        n/a                                          11/20-report eliminated
Banking                                                                                                                                                reports created for
                                                                                                                                                       users

Mortgage                          Reports -                                                                                                            Deb - discovery
                                              Tracking Binder    006     Enhancement of present cash reports.                  n/a
Banking                           Wishlist                                                                                                             documents
Mortgage                          Reports -                                                                                                            Deb - discovery
                                              Tracking Binder    006     Enhancement of present examination reports.           n/a
Banking                           Wishlist                                                                                                             documents
           9/25/2011 12:02 AM                                                                  REPORT INDEX                                                                                               6

                                                                                                                                             Priority
                                                                                                                                             1 = Have
              In                                                                                                                       CAV
                   Develop In Cavu            Source:                                                                                        to Have
            Scope:                                                                                                                     U
Business             er:    Contra            Vendor Binder     Binder                                                     OBRE Report       2=
             Yes                   Type                                  Title / Description                                           Rep             Comments              Action
Area               OBRE or    ct              RFP Requirem.     page #                                                         ID            Negotiabl
              No                                                                                                                       ort
                    CAVU                      Other                                                                                          e
            Future                                                                                                                     ID
                                                                                                                                             3 = Don't
                                                                                                                                             Need


                                                                                                                                                      Deb's analysis of      11/20-NEED TO SEE
Mortgage                                                                                                                                              reports - additional   LICENSEE NAMES
              Y     CAVU          Reports     Tracking Binder    006     Licensees with expired licenses                      n/a
Banking                                                                                                                                               reports created for    CAVU standard report
                                                                                                                                                      users                  needs some modification

                                                                                                                                                                             11/20-tracking exam and
                                                                         Enhancement of present supervisory reports
Mortgage                          Reports -                                                                                                           Deb - discovery        supervision, STANDARD
                                              Tracking Binder    006     from licensee perspective and OBRE                   n/a
Banking                           Wishlist                                                                                                            documents              report, wait until go-live
                                                                         response perspective.
                                                                                                                                                                             date to further develop

                                                                                                                                                      Deb's analysis of
Mortgage                                                                                                                                              reports - additional 11/20 - report not needed;
              X       X       X   Reports     Tracking Binder    006     Licensees missing bond information                   n/a
Banking                                                                                                                                               reports created for this is part of checklist
                                                                                                                                                      users

Mortgage                          Reports -                              Entity reports – Licensee vs. Entity; Entity vs                              Deb - discovery
              X       X       X               Tracking Binder    006                                                          n/a                                            Standard to system
Banking                           Wishlist                               Licensee                                                                     documents

                                                                                                                                                      Deb's analysis of
Mortgage                                                                                                                                              reports - additional
              Y       X       X   Reports     Tracking Binder    006     Licensees with expired bond information              n/a                                          11/20 - standard report
Banking                                                                                                                                               reports created for
                                                                                                                                                      users

                                                                                                                                                      Deb's analysis of
                                                                                                                                                                           11/20-make address a
Mortgage                                                                 Licensees with current bond information                                      reports - additional
              Y     CAVU          Reports     Tracking Binder    006                                                          n/a                                          MANDATORY checklist
Banking                                                                  missing addresses                                                            reports created for
                                                                                                                                                                           item
                                                                                                                                                      users

                                                                                                                                                                             11/20-part of workflow,
Mortgage                          Reports -                              Reports that monitor the licensee at various                                 Deb - discovery        may be a MANAGEMENT
              Y                               Tracking Binder    006                                                          n/a
Banking                           Wishlist                               steps of the process.                                                        documents              REPORT - DIANA WILL
                                                                                                                                                                             CHECK

                                                                                                                                                      Deb's analysis of
Mortgage                                                                 Licensees that had been fined and cash report                                reports - additional
                                  Reports     Tracking Binder    006                                                          n/a
Banking                                                                  to determine if fine had been paid                                           reports created for
                                                                                                                                                      users

Mortgage                          Reports -                              Reports that monitor incomplete applications                                 Deb - discovery        11/20-part of checklist,
              X       X       X               Tracking Binder    006                                                          n/a
Banking                           Wishlist                               and missing items.                                                           documents              eliminated report

                                                                                                                                                      Deb's analysis of
Mortgage                          Reports -                              Licensees that had renewed license but                                       reports - additional NEED report - develop
              Y                               Tracking Binder    006                                                          n/a
Banking                           Wishlist                               missing continuing education information                                     reports created for later after go-live date
                                                                                                                                                      users
           9/25/2011 12:02 AM                                                                   REPORT INDEX                                                                                          7

                                                                                                                                            Priority
                                                                                                                                            1 = Have
              In                                                                                                                      CAV
                   Develop In Cavu             Source:                                                                                      to Have
            Scope:                                                                                                                    U
Business             er:    Contra             Vendor Binder     Binder                                                   OBRE Report       2=
             Yes                   Type                                   Title / Description                                         Rep             Comments           Action
Area               OBRE or    ct               RFP Requirem.     page #                                                       ID            Negotiabl
              No                                                                                                                      ort
                    CAVU                       Other                                                                                        e
            Future                                                                                                                    ID
                                                                                                                                            3 = Don't
                                                                                                                                            Need



                                                                                                                                                                         11/20-part of the
                                                                                                                                                                         EXTRANET; if an
Mortgage                          Reports -                               Reports that monitor licensees that timed out                              Deb - discovery
                                               Tracking Binder    006                                                        n/a                                         incomplete application
Banking                           Wishlist                                in the licensing process.                                                  documents
                                                                                                                                                                         times out, it should be
                                                                                                                                                                         flushed / no report needed


                                                                          At present when the users create a report,
                                                                          they can create options based upon fields in
Mortgage                                                                                                                                             Deb's analysis of   11/20-eliminated, not
              X       X       X   Reports      Tracking Binder    006     the separate reports. This was mentioned by        n/a
Banking                                                                                                                                              reports             applicable
                                                                          OBRE in the meetings with CAVU but no
                                                                          definite answers were given.

Mortgage                                                                  Reports to be converted for Mortgage Banking                                                   11/20-eliminated, not
              X       X       X   Reports      Tracking Binder    006                                                        n/a
Banking                                                                   from Jay with Deb's analysis and response.                                                     applicable

Mortgage                                                                  Mortgage Banking Examination Billing                                       what was this in
                                  Report       Tracking Binder    007                                                        n/a
Banking                                                                   Summary Report                                                             response to
Mortgage                          screenshot                                                                                                                             11/20-eliminated,
              X       X       X                Tracking Binder    011     Foundation System Label Selection                  n/a
Banking                           (Label)                                                                                                                                previously addressed
Mortgage                                                                                                                                                                 11/20-eliminated, not
              X       X       X   Email        Tracking Binder    012     Foundation System Letters - criteria list          n/a
Banking                                                                                                                                                                  applicable
Mortgage                                                                  Open receivable reports, Cash receivable
                                  Email        Tracking Binder    013
Banking                                                                   reports details
                                                                          7/24 Jay's email asking for
                                                                          details of the options for each report
                                                                                                                                                                         Did Jay send Deb the
Mortgage                                                                  do reports create extract files
                                  Email        Tracking Binder     ?                                                         n/a                                         current list of standard
Banking                                                                   standard reports decision
                                                                                                                                                                         reports?
                                                                          Email, Deb - None of the reports create
                                                                          extract files.
Mortgage                                                                  9/25 email - Labels Report
              X       X       X   Email        Tracking Binder     F                                                         n/a                                         11/20-Not Applicable
Banking                                                                   10/21 email, Deb - labels details
                                                                                                                                                     MELANIE: THIS
                                                                                                                                                     PLEASE
                                                                          9/24 email, Deb - MB: Search for a name                                    DETERMINE IF
                                                                          change, based on Current Name, Old Name,                                   THIS IS A
                                                                          DBA.                                                                       DUPLICATE OR        11/20 - can't search on an
                                                                           (perhaps should also be for current name and                              SHOULD BE A         old name, issue that
Mortgage                                                                  DBA too even though these can be searched                                  PORTION OF AN       needs addressing; can
              Y       ?           Email        Tracking Binder     G                                                         n/a
Banking                                                                   from within the applicaton)                                                ALREADY             query database, create
                                                                          9/30 email, Jay: There is no capability at                                 DEFINED             NEW REPORT; develop
                                                                          present to search on an old name. You can                                  REPORT              after go-live date
                                                                          search on Current name, DBA. For old name                                  Answer: Not a
                                                                          you will probably need a report.                                           duplicate. Not
                                                                                                                                                     sure if part of a
                                                                                                                                                     defined report.
Mortgage
                                  Email        Tracking Binder     H      10/22 email - Additional Questions                 n/a                                         11/20-Not Applicable
Banking
           9/25/2011 12:02 AM                                                              REPORT INDEX                                                                                8

                                                                                                                                      Priority
                                                                                                                                      1 = Have
              In                                                                                                                CAV
                   Develop In Cavu        Source:                                                                                     to Have
            Scope:                                                                                                              U
Business             er:    Contra        Vendor Binder     Binder                                                  OBRE Report       2=
             Yes                   Type                              Title / Description                                        Rep             Comments   Action
Area               OBRE or    ct          RFP Requirem.     page #                                                      ID            Negotiabl
              No                                                                                                                ort
                    CAVU                  Other                                                                                       e
            Future                                                                                                              ID
                                                                                                                                      3 = Don't
                                                                                                                                      Need


Mortgage
                                  Email   Tracking Binder     I      10/23 email - Application Track Dates             n/a                                 11/20 - Deb and Jay issue
Banking
                                                                     Email, Deb - Able to negotiate with CAVU on
                                                                     their standard reports. Will make
Mortgage                                                             determination of what reports will be needed
                                  Email   Tracking Binder                                                              n/a
Banking                                                              with Diana and submit answer within 7
                                                                     working days of receiving the standard
                                                                     reports.

				
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