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Planned Full CAIS Technical Specification Updates

​Last Updated: 06/05/2024

#StatusSummaryPublish DateSpec VersionEffective Date TestEffective Date Prod/Prod Mirror

1

New-Open

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

New-Open

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

New-Open

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

New-Open

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.