Issue link: http://read.uberflip.com/i/1490792
● Historic asset management data (i.e., paid off loans) Nativ Deal Management Platform Workflow Integration In this phase, Built and Client will collaborate to integrate the requisite proprietary Excel and Word based templates to achieve the mutually agreed upon core implementation milestones. This will be further defined during Discovery and Alignment but may include: ● Define outputs from the model (e.g., memos) ● Define data structure of the model(s) ● Training on mapping and maintenance of the model and/or other report types ● Testing the model and outputs ● Iterative feedback loop ● Go-Live Third Party Data Integrations Third-party data integration is a critical step to connecting all requisite data sources to achieve a comprehensive and united database in Nativ Deal Management Platform to generate core implementation milestones and also feed downstream data resources for compliance purposes or broader firm reporting initiatives. Client and Built will work together to define the integrations required to achieve core implementation milestones - below outlines the key scoping points. ● Define the scope of data set (e.g., loan servicing transactions) ● Method of delivery of data (i.e., SFTP, API) ● Frequency and timing of data delivery ● Data mapping ● Testing and validation of integrated data feeds Acceptance Criteria The following Acceptance Criteria will be the acceptance criteria used to determine Implementation Project acceptance and completion by Client. Upon the completion of all the following, the Implementation Project will be deemed to be completed ("Implementation Project Completion"): ● Client has completed User Acceptance Testing ("UAT") activities based on agreed core implementation milestones. ● There are no outstanding Material Defects. "Material Defects" are defined as existing Nativ Deal Management Platform functionality that is not functioning as designed and there is no workaround. Material Defects do not include any product enhancement requests. Client User Training Ad hoc training is provided throughout the Implementation process. Training is role-based and broken out by user function. Built will supply the client with several methods of training: 1. Live training / workshops 2. Short training videos 3. Training guides and programs