Planned Full CAIS Technical Specification Updates

Planned Full CAIS Technical Specification Updates

Last Updated: 07/19/2024

#	Status	Summary	Publish Date	Spec Version	Effective Date Test	Effective Date Prod/Prod Mirror
1	Published	New error codes: Error Code 22543: Invalid combination of ein and tidType (When ein is populated, tidType must be ‘EIN’) Error Code 22544: Conflicting ein and tidValue (When ein is populated and tidType is ‘EIN’, the hashed version of the ein value must match the value populated in the tidValue field) Error Code 22546: Unknown attribute on Customer Record (The Customer Record contains an attribute that is not known under the reported schema version)	7/19/2024	2.2	9/16/2024	12/9/2024
2	Published	Include up to 10 firmDesignatedID associations in the Outstanding Material Inconsistencies Data Feedback File	7/19/2024	2.2	9/16/2024	12/9/2024
3	Published	Details regarding the FDID Refresh Report (The first FDID Refresh report will be delivered for compliance with the Periodic Customer & Account Information Refresh requirement no later than 5:00 p.m. Eastern Time on April 3, 2025)	7/19/2024	2.2	No later than 11/30/2024	12/9/2024
4	Published	Extend maximum length of firstName and middleName to 200 characters	7/19/2024	2.2	9/16/2024	12/9/2024

*Planned Technical Specification Updates are subject to approval by the CAT NMS Plan Operating Committee.