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All the Questions to Ask
Your Current or Prospective Data Exchange Provider
Making the right decision requires asking the right questions. Here's a comprehensive list of questions to ask your current or prospective Data Exchange provider. For speed, reliability, functionality, and price, we are certain you will find EqX™ from DataRose to be the compelling choice.
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| Questions to Ask EDI/EDM Provider | DataRose | Other |
| 1. | Do you transfer both data and documents? | Yes | |
| 2. | How frequently? | Constantly |
| 3. | Are the transferred data and documents automatically integrated within their respective account? | Yes | |
| 4. | Even if the software systems used by sender and receiver are different? | Yes | |
| 5. | And without having to write an interface to address the data format differences? | Yes | |
| 6. | Can I immediately view the transferred data and documents on-line? | Yes | |
| 7. | Do you provide notification to both sender and receiver that data and/or documents have been sent and received? | Yes | |
| 8. | Does it matter what Operating System is used by us or by the companies with whom we exchange data and documents? | No | |
| 9. | Can I use any current browser (Internet Explorer®, Mozilla®, Firefox®, Safari® etc.) to access and use your system? | Yes | |
| 10. | Do you support PDF, PFD, JPEG, TIFF, DOC, GIF, EPS, MOV, PNG, WMV, AIF, and other media formats? | Yes | |
| 11. | Are there any standard Internet transfer protocols that you don't support such as SFTP, HTTP, HTTPS? | No | |
| 12. | Does your system require Java, ActiveX or plug-ins in order to work? | No | |
| 13. | Can I edit and update account data on-line? | Yes | |
| 14. | Does your system have Accelerated Search Capabilities? | Yes | |
| 15. | Can I send immediate status updates to my clients automatically? | Yes | |
| 16. | Do you provide a Recovery Analysis Scorecard? | Yes | |
| 17. | Does your system have portfolio stratification capabilities? | Yes | |
| 18. | Does your system enable Real-time On-line Collaboration? | Yes | |
| 19. | Can each user of your system be assigned his/her own account and unique password for security reasons? | Yes | |
| 20. | Can you seamlessly handle PGP encrypted files? | Yes | |
| 21. | Do you have multiple "Tier 1" Connectivity? | Yes | |
| 22. | Do you use multiple, geographically separate Data Centers? | Yes | |
| 23. | Are your Data Centers both HIPAA and FISMA compliant? | Yes | |
| 24. | In the past year, were there any incidents of unscheduled down-time? | No | |
| 25. | What was the average and the longest duration of each unscheduled down-time incident? | N/A | |
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