Document Classification

1
Document Classification

• MISMO Document Classification Workgroup

Presented by Brian MacDonnell March 30, 2006
2
Why is Doc Classification Important?

• Trading images between lenders
• Today need to map each deal
• Multiple names for same documents
• Metadata included in document name
• Foundation for Smart Documents
• Smart Document header information
• Normalizing Document Metadata
• Removing the processing information from the
  document names.

3
Key Principles for Document Naming

• No Metadata in name where possible
• Clear business definitions
• Use Cases
• AKAs
• Required by

4
Illustrative ExampleDoc_Type Security
InstrumentDoc Sub-type ARM RiderRecorded
y/nExecuted y/n Creation Date and
Time mm/dd/yyy hhmmForm issuing entity form
identifier 3185 Applicable State Name Texas