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What’s New With Entity Management

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The right entity management software can transform your legal operations by centralizing your entity data, documents, and compliance events—and by automating key processes like visualizing structure charts, generating documents, and obtaining electronic signatures.

CSC Entity ManagementSM offers a clear view of governance and compliance activities and provides valuable insight into the health and status of entities, configurable exactly to your company’s needs. Furthermore, we’re excited to showcase our recent developments in CSC Entity Management, including our brand-new advanced document generation solution.

Webinar transcript

Disclaimer: Please be advised that this recorded webinar has been edited from its original format, which may have included a product demo. To set up a live demo or to request more information, please complete the form to the right. Or if you are currently not on CSC Global, there is a link to the website in the description of this video. Thank you.

Caitlin: Hello, everyone, and welcome to today's webinar, "What's New with Entity Management." My name is Caitlin Alaburda, and I will be your moderator.

Joining us today are David Jefferis and Andrea Jonaitis. David is a senior director of product Management for Global Compliance at CSC in the Wilmington, Delaware headquarters. David is responsible for driving the strategic direction of CSC's compliance solutions. With over 15 years, he has significant experience providing training, implementation, and consultative services to clients of CSC Entity Management. Andrea is a senior sales engineer in the Corporate and Legal Solutions Group at CSC. Since joining CSC in 2017, Andrea has specialized in global subsidiary management and entity management, working with prospects to present an accurate and clear scope of services, including helping subsidiaries stay in compliance as well as assisting with legalization, notarizations, apostilles, liquidations, new entity formations, dissolutions, and demonstrating CSC Entity Management.

And with that, I'd like to welcome David and Andrea.

David: Great, thanks.

Andrea: Hi, everyone. Thanks so much for joining us.

David: Yeah, thank you. We're really excited for today's webinar. We have a great turnout. In terms of folks that have registered, we see there's a lot of folks that are online with us, and so we want to jump right into today's content.

So let's go right into the agenda, and we're going to start by talking a little bit about CSC. We do recognize a fair number of folks on the call that currently work with CSC and utilize some of our services, which we appreciate that, but certainly there are folks that may not be as familiar with CSC as an organization. So we'll spend a moment to talk about CSC as a company. We're going to talk about entity management as kind of a discipline and really entity management software, which will be the focus today.

We're going to spend some time talking about recent enhancements within the CSC Entity Management software platform, and then we're going to do a little bit of a nod to what comes next. But there's so much new stuff that we're going to spend quite a bit of time covering the latest features. And then really I think the meat of today's presentation is the demo, where Andrea and I are going to kind of share, almost like a bicycle built for two we're going to do a demo together at the same time, we'll see how that goes, to highlight again some of the latest capabilities, including document generation, which is something that we're sort of in the process of fully rolling out to our clients.

And then, certainly there's the Q&A widget that Caitlin mentioned. But we'll try to make sure that if we're not able to get to all the questions during today's presentation, that we'll try to have some time at the tail end of the presentation to address some of that Q&A.

So without further ado, let's jump in, and I have the honor of talking about CSC. And so couple sort of quick facts about CSC as an organization, we are globally headquartered in Wilmington, Delaware. We're a privately held organization. Our roots go all the way back to 1899. So this year we're celebrating our 125th I don't know if it's a birthday or anniversary or what to call it, but we're very excited as an organization, and the plan is to be around for another 125 plus years.

We are perhaps best known to folks here on the stateside as the largest U.S. registered agent, but we are truly a global organization, which I'll speak to in just a moment. We are proud to say that over I should say 90% of the Fortune 500 utilize at least one service from CSC, and that includes if we talk about Entity Management specifically, our software platform that we're going to cover in detail, over 20% of the Fortune 500 utilize that application.

So I mentioned that CSC is not just a U.S. company, even though again many organizations may know us best for our registered agent services, but CSC recently completed an acquisition of the Intertrust Group. And together, as a combined organization, we're really a preeminent provider of global business administration and compliance solutions. We bring together a combined history of over 200 years when we add the companies together, and we deliver expertise in a range of service areas and we have superior client service. As one combined organization, we have over 7,500 employees, and we provide services in over 140 jurisdictions, so, again, a truly global provider with a global reach.

Within our part of the organization, we really focus on as a mission being an indispensable compliance partner, where we're combining solutions that integrate service, world-class technology, and provide clients with actionable data. And we hope that that really comes to the surface when we get into the technology demonstration a little bit later on in today's webinar.

So this is where I get to bring my good friend and colleague Andrea into the conversation, where we talk a little bit about entity management as a discipline and what does it really mean as a piece of software as well. So Andrea, I'll turn things over to you.

Andrea: Sounds good, David. Thank you. And I just want to say I have every confidence in our ability as a team to either ride a bike together or present Entity Management together, although probably not at the same time. So let's get into the content about entity management in terms of the definitions and drivers. Let's just start with what is entity management software.

So entity management software is really a specialized software that's designed to make managing your corporate portfolio easier, more streamlined, more centralized. So entity management software serves as your main source of truth for managing your entity data, tracking ownership records, and generating graphic or text-based org charts, being able to track officer and director information. And we kind of use that classification loosely, as you could track other appointments outside of officers or directors, like members, managers, partners, powers of attorney. You also can manage documents, electronic minute books or other documents inside of these systems. You're able to generate reports. You can receive alerts and reminders, events and deadline tracking. So entity management software is really kind of a one-stop shop for everything that's needed for keeping your portfolio and your entities in compliance and collaborating on those types of projects.

So why implement entity management software? It probably goes without saying, but the compliance landscape is so rapidly evolving and it has changed so much even in just the past few years, this changing landscape really makes entity management software more important than ever. Research is showing us that the discipline of entity management is really a growing space as more and more companies than ever are moving away from manual processes in favor of adopting a formal entity management software.

And it can be really difficult to keep up to date with regulatory changes and requirements. Certainly FinCEN's new CTA filing requirements have added an additional layer of complexity as companies are looking for better and more efficient ways of identifying reporting companies, being able to track beneficial owners or persons with significant control, being able to efficiently manage the data and the document requirements that come with those CTA filings. So entity management software, again, is going to be able to address those types of a need. And really it can help you to avoid pitfalls, unnecessary risks, maybe fines or reinstatement fees that might be necessary if your entities or portfolios go out of good standing. Really it's going to assist you in navigating through these various international, state, county, local filing requirements. And again, it provides that centralized and streamlined collaborative location, giving you efficient access to your documents and entity records that are up to date, complete, and accurate.

And more advanced entity management solutions can be so much more than just a landing place or holding tank or a repository for data and documents. Really the best solutions in the industry are going to be highly configurable. They'll provide you with tracking and advanced reporting specific to your organization's needs. They'll bring workflow to the table, streamlining your processes for filings, managing entity life cycles and entity life cycle events, enabling transparency throughout these various processes. And robust reporting and analytics can provide you with detailed, point-in-time analysis to give you critical insights for making business decisions and again kind of running your business more efficiently. Many software solutions also provide integrations with other third-party solutions so that you can seamlessly connect those two systems together for maximum efficiency.

David: So let's get into CSC Entity Management in a bit more detail. So far we've kind of talked about and I think Andrea did a great job of talking about entity management software in kind of a general sense in terms of some of the benefits and some of the pitfalls that it helps you avoid. But now let's sort of transition and talk more specifically about CSC Entity Management.

So the slide that everyone should now be seeing is meant to provide a little bit of an overview of what I would call the major sort of functions or modules within the application. And some of this is perhaps to be expected in terms of the ability to track entity vitals and officer and director and similar appointments, the ability to manage minute books and entity documents, the ability to generate structure charts or what we often call org charts, but there's really so much more.

Within our platform, you have the ability to create unlimited custom fields. There's a very robust reporting module that provides reports off the shelf. You can design your own reports. You can track DBA names. We have a new document generation feature that we're getting ready to roll out to all of our clients in the short term, which we're actually going to show folks today.

We have some pre-built integration. So Andrea talked about some of the kind of more advanced capabilities, where you can actually connect your entity management software with other systems. We have kind of a broad framework to do that, where we can support custom integrations with just about any system. But we also have some what we call pre-built or off-the-shelf integrations, where you can effectively press a button and say, "Yes, I want to be able to sign documents electronically using DocuSign." Or, "I am using Workday as my HR System, and I want to connect these two platforms so that I can get alerts if someone has a title change or a status change within Workday. And I want to make sure that I'm updating my corresponding officer and director records in real time or as close to real time as possible within CSC Entity Management."

So there is just a plethora of capabilities. A normal demonstration of our platform is about an hour, and even in those circumstances, we're sort of condensing things for time just to try to hit the highlights. So this, again, is a bit of a broad overview of the suite of capabilities within CSC Entity Management.

Now on the next slide, we're going to talk a little bit about what makes our platform different because it's more than just a collection of features that makes our platform unique and different and really valuable in the market. So the first thing that we want to hone in on and we probably can't state it enough is that, and this goes back to kind of our mission statement about wanting to combine world-class service and technology and putting them together.

And so when you're using CSC for our compliance services, like registered agent in the U.S., or using us for corporate secretarial services if you have a global portfolio, we often call that our Global Subsidiary Management offering, where we provide again cosec representation, maybe that's not the best term for it, but when we're providing cosec services for global entities, effectively the information that we collect through those services flows automatically into our technology platform.

So to use just a simple example, if we are acting as a cosec provider for a global entity or registered agent for a U.S. subsidiary, the name of that company, where it's formed, the entity type, the formation date, that essential record so to speak for the company flows into the system automatically. If you're engaging us to do a director change let's say for a global company, we'll update that information.

Our compliance calendar, this is also referenced here as the third bullet, is going to automatically create visibility into when there are annual filing obligations coming due, like annual reports or sort of equivalent global filings on an annual basis. And so there's a Knowledge Base and a rules engine that is autopopulating the creation of events within the technology. And as CSC handles those events on your behalf, if you're engaging us for global filings, or if you have us handle annual reports let's say for your domestic portfolio, we're automatically updating the status of those events in the calendar as well, so that not only can you see that I've got these compliance events coming due, but here's where CSC is in the process of completing those events for me. This is in process. This has been completed. This has been signed. This is complete. So again, there's really transparency into the intersection of the services and technology within the platform.

We also commonly hear, as the second bullet makes note of, that our platform is incredibly intuitive and easy to use. So we do provide free and unlimited training. And we do believe in the power of training and making sure that people are, again, familiar and comfortable with the system. But it's not a platform that's going to take weeks or months or years to try to learn. And so some of the systems on the market, while they're feature-rich and powerful, they're also sometimes a little bit convoluted and challenging to try to master. And so our platform, again, very easy to work in, not just for admins who are making updates, but also for more casual users that maybe are logging in less often and just maybe need to find who a list of signers are or find when an annual report is coming due or find a formation date or a tax ID. So very easy across the board for clients to use our capabilities.

I think also the second to last bullet, so to speak with the sub-bullets, talks about the inclusions that come with our subscription. So there is an annual subscription fee for access to CSC Entity Management, but it's a very inclusive fee. And so we provide the solution for an unlimited number of users, which could be internal or external users. So you might have a desire to permission people into the platform outside of your organization, which you can do. It includes every module or feature of the application, so we're not limiting you to what features you have access to.

As I mentioned, unlimited training is a part of that subscription, and then also all the enhancements, which is really the focal point of today's webinar. But typically, our cadence is about three to four times a year we'll have a major upgrade, and as those upgrades become available to our clients, it's instantly a part of the feature set that you have access to. So there's never an awkward conversation where you're not on the right version of the system, or sorry, you don't get this feature. Again, as features become available, all clients are able to immediately take advantage of them through their, again, annual subscription rate for access to the technology.

So that's a little bit about how we feel that our platform is unique and different in the marketplace itself. I don't want to go on and on about awards, but these are some noteworthy accolades that our platform has received over the years, and these are not awards that you can purchase. These are just sort of recognitions that we've received through surveys. And so there's a couple here on the screen.

I think the one that jumps out to me quite a bit is the survey. This is a couple years ago now, but CLOC and ACC, the Corporate Legal Operations Consortium and the Association of Corporate Counsel, two of the leading kind of industry groups in our compliance space, did a survey of I think it was over 200 global organizations, and CSC Entity Management was cited as the most used provider for entity governance and compliance. And so we're very proud of that recognition.

Now sort of the history of upgrades here, and it goes back further than that, but the platform has been on the market for over a decade. But we just wanted to focus on sort of about a five-year period, and really what we're trying to illustrate here is that we are very committed, from senior management on down, to this platform and how critical this solution is for our clients. And so it's an area that we have shown sustained investment in, in the form of these enhancements. I mentioned that about three to four upgrades per year, although over the past two years I think it's about a dozen upgrades that we've made. So we've been very busy.

And really what's worth noting is that we are very attentive to our clients and prospects as well. So when we're having conversations with folks that are evaluating the software or folks that are currently using the software, if someone asks for something that we can't do, we log it, we track it, and we keep a complete sort of running list of all the feature enhancement requests, who's asking for those capabilities. And when it's time to sit down, which we do quite often, and start talk about what are the next set of features that we might look to make available in the solution, the things that we're hearing the most often are going to sort of naturally percolate to the top of that list.

And so I won't sort of make people hear me recite these 17 enhancements over the past couple of years. But on the next series of slides, we're actually going to break down a few of these. And then the demo that we'll see in just a moment is going to kind of get into some of these capabilities in a little bit more detail. But again, this slide is meant to kind of illustrate the commitment to making new features available within the tech technology itself.

So Andrea, I think I've got this one, and then I'm going to hand it over to you to talk about a few of these before I come back into the conversation. But we wanted to highlight our electronic signature integration because it is very relevant as we're rolling out our document generation capabilities.

So talking specifically about electronic signature integration, we understand that a lot of organizations have a need to get documents signed on a regular sort of cadence, and in many cases you're able to have those documents signed electronically. And so what we did a few years ago at this point is we built an integration directly with DocuSign. So for organizations that specifically use DocuSign, you can log in to CSC Entity Management as a permissioned user. You also can control which of your users would or wouldn't be able to get to this area of the technology. But as an authorized user, you can log in to our electronic signature area, and effectively as a one-time provisioning step, which takes all of about a minute or two, you can really unlock, I would say, your DocuSign account within CSC Entity Management.

So now when you're working within CSC Entity Management, you can have documents that are uploaded into the platform, and you can take them through a workflow that will demonstrate where you effectively can define who the signers are, push them out through DocuSign, and all the native DocuSign capabilities kick in, where folks are getting email notifications that their signature is required, you're getting notifications when things are completed And then ultimately, when you have a fully-executed document, you can use our software to route that document to a minute book folder for sort of what I would call as permanent storage within the technology.

So again, this is an integration that is available in a pre-built fashion. If you're using DocuSign, you can unlock it and really get straight to work in terms of pushing documents out for signature electronically.

So Andrea, I'll kick things over to you to talk about the annual compliance events, which I alluded to, around global compliance events in our calendar.

Andrea: That's right. And I just answered a question that we had in chat about the compliance events. So as you know or you may know that when you are managing the global compliance of your global entities, the requirements are going to vary from jurisdiction to jurisdiction based on a couple different factors, so what the jurisdiction is and what's required from the business registry for the completion of those events. The entity type often plays a role in what events or requirements are in place at the business registry level. And CSC does provide corporate secretarial filing services in over 140 countries around the world.

When you engage our Global Subsidiary Management Services, that's going to include things like the maintenance and handling of all filings and requirements due to the global business registries. And we will also include an updating and upkeeping of the Good Standing Compliance Calendar within CSC Entity Management. So our team, as we complete those filings, those resolutions, the consents, as we generate meeting minutes, all documents populated in dual languages, we automatically populate CSC Entity Management in real time with the data elements and the corresponding documents from those filing services.

We also maintain those calendared events inside of the Good Standing Calendar of Entity Management so that you have complete visibility into the events, the completion status, any of the requirements that are due to the business registry, and you can always understand the current status of the CSC service team with the completion of those events through that that calendar. You'll also have communications with our service team between those calendar updates, but the calendar is always there in real time to help you understand the current completion of those events.

And I did highlight the examples of global compliance events. Annual general meetings, that actually is kind of whatever cadence is required by the jurisdiction. Some jurisdictions like India, for example, require more than just one meeting. So CSC is going to maintain all of those compliance obligations at whatever cadence or whatever is specifically required from each of those jurisdictions.

So let's move on to the next, and I think I'm tossing the mic back to you, David, to talk about the merger history workflow.

David: Sure. So the Merger History Workflow feature is really exciting because it really adds efficiencies into the process of managing when there are mergers that occur within your organization. And so the first thing that I'd mention is that certainly CSC offers a transactional filing services, where you could say, "I want to have CSC merge Entity B into Entity A." This is a simple example. "But B is the non-survivor. A is the survivor." And we will effect that filing, and A will remain active, B becomes inactive. We tie the filing evidence to the survivor. And that's a service that we've provided for many, many years.

But this particular feature, which is unique to the Entity Management solution, really enables an administrative user, someone with edit rights in this area to really kind of go beyond and create a full sort of history of the merger, where you can reflect whether you're looking at the survivor or the non-survivor, a grid where you can see: On this date this is the merger that occurred. Here's the survivor. Here's the non-survivor.

And then there's also really powerful I'd call it sort of cleanup capabilities, where if we think about the non-survivor, it may have active officer and director appointments that need to be expired. It may be part of an ownership structure where it's showing an active owner, and it might own other subsidiaries. And so, effectively, instead of having to navigate to various screens to clean up the officer and director records and the ownership records, in one sort of guided workflow you can say: Let's archive the directors and officers as of this day. Let's archive the owner. Maybe let's reassign the subsidiaries of the non-survivor. Maybe they become owned directly by the survivor or some other entity. So it's a guided flow where effectively there's a lot of cleanup that can occur.

Also, a lot of times when there's a merger, the survivor might go through a name change, and so there's also again sort of in this guided workflow an ability in one single sort of flow to also do a name change of the surviving entity as well. And so it's just a very powerful capability in terms of making sure that records are reflected with sort of that full history in mind and cleaning up information as needed for non-surviving entities. And again, I'm saying Entity B is the non-survivor. You could have more complex scenarios where there's multiple non-survivors as a part of a merger, and certainly that's supported within this technology as well.

So Workday integration, I think this one is me as well. I think I alluded to this briefly during the kind of general overview of the features within the technology. But this is one that we're really, really excited about. So when you talk about what are sometimes called human capital management platforms or HR platforms, which organizations use, Workday is often the most cited platform that we hear about, where effectively it's the source of truth for employee records. And certainly we understand that not all, but a small subset of those employees would be individuals that serve as officers, directors, or sort of similar appointments within your organization.

And so one of the challenges that we heard really for years from our clients was that there are, in many cases, changes that occur to individuals who have those types of officer and director appointments, and unfortunately the legal team or the folks that are responsible for keeping all the office and director records current are not hearing about it in a timely fashion. And so when we're talking about entities that are global, this becomes even more problematic because we, in most cases, have to do filings with registries to make sure that we're staying compliant with global entities.

And so the idea here and the way this behaves is it's like DocuSign. This is a pre-built integration. So if you're using Workday and you're using CSC Entity Management, you can very easily unlock this feature, and it effectively creates a secure connection between your Workday instance and your instance of CSC Entity Management. And what you're able to do is I'll use the term "link" the officer and directors that you're tracking in Entity Management with their corresponding employee record within Workday.

And so, effectively, our platform is listening for changes to those individuals. Is there a name change? Is there a title change? Is there a status change, a location change? And so if that type of change occurs within Workday, which is often the first place that it would be sort of recorded, it's the source of truth for a lot of that employee information, effectively our platform is listening and creates in-application alerts.

It can also provide email notifications to bring that proactively to your attention. And then within the Officer and Director module, there is a dedicated HR task area, where you can see here's all the changes that are coming from Workday, and then the ability right on screen to make the corresponding updates as necessary in Entity Management. I need to archive this individual. I need to change this person's title.

So again, it's all about providing that near real-time visibility to changes to employees that have the opportunity to impact the officer and director records that you're maintaining within the solution. So instead of finding out days, weeks, or months later, in some cases, there's all sorts of problems that organizations run into when they're of lagging behind in terms of their accuracy around this information, this is a very tight solution in terms of keeping you apprised of changes to individuals.

And again, there's not an additional fee for this capability. So if you are, again, using Workday as your HR solution, using CSC Entity Management, again, for no additional fee, you can unlock this capability and get that that visibility to those types of changes.

So Andrea, I think as we ping-pong back and forth, I think it's your turn to talk about the global heat map.

Andrea: That's right, David, and we were really excited to release the enhancement of the global entity heat map because customers were asking for a visual or a graphic of kind of a visualization of the portfolio, being able to understand the regions and locations that entities are in the portfolio, being able to hone in and have a direct linkage to those entities through this kind of visual dashboard. And you asked, and we answered.

So the global entity map on your CSC dashboard gives you that visualization through really a map, and we'll show this to you today. It's going to show you where your entities are formed globally. The heat map is color coded, and it depicts the regions and countries with the highest concentration of entities. So they will be different shades of colors so that you can understand where you have more entities in a particular region or country versus where you have less entities locationally.

Clicking on any of the locations on the map is going to zoom the map, and it's going to focus in on that particular region. And it also updates a map table on the side of your screen, which is going to show you entity count by region or by country. And then this detailed entity list from the map table also provides a direct navigation to the entity record within the Entity Management tool. So we've created some streamlined integrations between that visual graphic and getting right into the entity details page within the Entity Management software.

We also released a beneficial ownership visualization report to, again, really address this hot topic of the CTA filings and the FinCEN requirements for managing your reporting entities and your beneficial owners. CSC Entity Management is the perfect place for centrally managing all of the data and documents and items that you need for completing your FinCEN filings. Information about your reporting entities, like entity details, principal place of business, DBAs, FEIN details. You also can manage your beneficial owners or persons of significant control data, things like address information, driver's license or passport numbers, copies of those documents inside of the system.

The beneficial ownership visualization report that CSC recently released is going to aggregate data from these various modules within the system, and it's going to place it together in one consolidated data source, so that your team has an easier process to identify your direct and indirect beneficial owners and each of your reporting entities. Once that determination has been made as to who the beneficial owners are for your entities, the data from this visualization report can be easily copied into FinCEN's CTA filing form, or you could paste it into a filing request form for CSC to complete those filings on your behalf.

We also added a few standard fields into CSC's Entity Management for CTA tracking purposes. So you do not need to create custom fields within the system to track anything that's required by FinCEN. We did add a CTA classification field, which allows you to identify which of your entities are reporting entities. Or if they're exempt, you can even tie and select any of the 23 exempt reasons to each of your entity records. We also added FinCEN ID fields for your reporting companies and for your beneficial owners, as well as a field for tracking individual taxpayer identification numbers.

Now, with that said, Entity Management is highly configurable. So if there's other fields that you would like to add on top of those that we've already designed for FinCEN purposes, you can create an unlimited number of custom data fields within our technology to even further streamline that process or make that process of visualization much simpler for you.

Next we have David talking about our document generation feature, which we're going to demo for you today.

David: Wonderful. So this is the one that I'm super excited about. And so we have a new capability that we've rolled out to a handful of clients as kind of early adopters, that we're getting ready to sort of do a more broad launch probably towards the end of next month, around what we're calling document generation. And there's a couple of new features that are part of this suite.

And so it starts with what we call document templates. So we've talked to a lot of organizations that when they're going through things like elections or re-elections or other types of transactions, they typically have documents with some boilerplate language, but there is variables. This is where I want to insert the name of the company or the name of the officers that we're electing, their titles, their dates. So there's, again, a lot of boilerplate nature to the language, but then there's points within that template where I want to insert information.

And so what you're able to do is manage a library of templates within our technology and then intelligently merge, which we'll demonstrate in just a bit, data that you're storing in Entity Management into the templates to effectively create the document. And so it's a guided workflow that really takes you through that. And there are examples of what we'll call simple mapping and more complex mapping. We'll look to show you examples of that.

But it's a very, very feature-rich capability that is going to enable the generation of documents within the technology itself. And so instead of sort of having to do that merge process maybe outside of our system, it's a completely in-app experience. You're in the application the entire time through the creation of the template, the merging of the data, and then also we're building out a connection where you could say let's drop that right into the eSignature module, so if you are using DocuSign and you've generated a document that can be signed electronically, you can just get right into that workflow to get that newly generated document signed electronically. And then, as I noted before, once it is fully executed and signed, you could say let's take that fully executed, signed document and let's store it in the minute books or a similar document management area within the technology. So it's very much an end-to-end, integrated experience within our application for generating those types of documents, which we're very excited to show you.

So again, we showed you the slide of all the enhancements over the past several years. We've elected to highlight a few in a little bit more detail that we think are really notable.

The next slide we sort of can't resist. We're always working on something else. There's always something that we're kind of in the laboratory working on. And so the next slide just gives a little bit of a peek at some of the features that are sort of at the top of that roadmap for what's coming next beyond the features that we've already enabled within the solution. And I just want to talk about just a couple of these very quick because getting antsy. I want to get into the demo. I want folks to get to see the technology.

But I'll mention that we're designing and very close to the rollout of what we're calling a bulk import tool. And so as I mentioned earlier, one of the great strengths of our solution is that if CSC is a registered agent or a corporate secretarial partner, those entities flow automatically into the system. Having said that, when clients subscribe to CSC Entity Management, they also have the flexibility to add an unlimited number of companies that we are not a compliance partner for. And right now, there's a process where kind of one at a time you could add those companies in. But the first iteration of our bulk import tool would allow you to effectively create an Excel, file press a button, and magically import that data into the system.

That's something that we'll iterate on, where there'll be sort of a subsequent release, where you'd say, "Okay, now that I've got the entity in the system that I created through this very simple import, now I want to update vitals about that company, maybe including standard fields or custom fields that I've created." And so we're going to iterate over time and make more and more bulk import capabilities available to our clients, just to make it easier to get information into the system and more efficient.

We have a very robust API suite, we talked about this, where we've got this framework where we can take information in our system and share it with third-party solutions. But we're now getting very close to having a more general framework where people could also create integrations where the desire and the behavior is to bring information into Entity Management. So I have, let's say, an SAP code or a Yardi code, and I want to be able to capture that in Entity Management, but I don't want to have to type it in manually. I want to be able to basically pull it from the source system, where that information is really stored. And so we're, again, on the precipice of having the ability not just to be able to feed information out, which we have now, but to be able to kind of pull information in via inbound capabilities.

And then Companies House integration, this is a popular request for organizations that have entities with a presence in the UK. This is kind of the filing registry where we're going to build out an integration so that you can do things like file annual reports or sort of the equivalent of annual reports, entity formations, director changes. We're still sort of scoping through all the various transactions that would be in scope for that release. But it's going to be, again, like DocuSign, like Workday, a pre-built integration where if it's something that you want to leverage, you've got UK entities clearly in this scenario, you can just tap right into it and integrate directly with Companies House.