Development and Rollout plan Mark Hill

2 Front-End (ASP.NET) Business Layer (Middle Tier) Web services Database Layer Front-End (SPA) New Technology

 Performance  Ease of use  Modern Standards  Cross-browser  Future Proofing 3

 Agile Development  Daily Builds  Completion of complete sets of functionality per milestone  Architectural Refresh  Front-end replacement  Database performance improvements  Middle tier performance improvements  Release to production  Ongoing feature/functionality enhancements 4

 Server API:  MVC 4 – it’s used for all READ, CREATE, UPDATE and DELETE operations. Browser sends data to server using JSON format.  Signal R – provides data synchronizations between users. Example: if 1 user changes something on Business Rule page, the change will become visible for other users also without browser refresh (such thing is done on Facebook or Twitter) 5

 Tabbed approach  Flexible Field Settings  Evolution vs Revolution 6

 HTML5 – newest technology for rendering pages, used on every modern browser.  CSS3 – it’s newest technology for styles  SPA – single page application, with this technology page content will be changed without refreshing the whole page, like it’s done on gmail or facebook. Everything is done asynchronous. Brower history is also preserved so user can use BACK and FORWARD buttons. 7

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10 MilestoneTarget Date 3.01Complete 3.02Complete 3.03Complete 3.04May 3.05June 3.06July 3.07August 3.08September 3.09October 3.10 General ReleaseNovember InstallationsDecember-February 3.12 – General Release – Data centers February End of 2.9 SupportJune 2016

Milestone 3.01  Portal  Administration  Released with  Relationship File  Parties  Spreading  New Loan Request Part 1 Status: Complete 11 File page Add Delete Edit New Facility Delete Facility Request Tab Misc tab Terms tab Compliance tab Borrowers and Guarantors tab Fees tab Participations tab

Milestone 3.02  New Loan Request, Part 2  Covenant Setup/Edit  Required Docs Setup/Edit  Policy Exceptions Setup/Edit  Custom Mini-financials Designer in Admin (for 2.9.1)  Narratives  HTML  Microsoft Word Status: Complete 12 Closing tab Reserve account tab Letter of credit tab

Milestone 3.03  Collateral  WAM  Loan Review  Presentation Report  Status: Complete 13

 Database Architectural Changes  Refactor of facility and collateral “Snapshots”  Increased performance  Less data storage  Snapshot will only be created for locked files  User Defined Fields refactor  Reports adjustments  Status: Target completion: May 14

 CAR Page  Engagements  Correspondence  File Notes Target: June 15

Work Queues Exceptions Management Credit Bureau Integration Flood Integration Boarding Page Target: July 16

Risk Rating Calculator OFAC CRE Target: August 17

Approvals Leads and Pipeline Target: September 18

Polish Performance Tune BETA 1 Two beta customers Target: October 19

 Polish  Performance Tune  BETA 2  Additional beta customer Target: November 20

 Polish  Performance Tune  General availability to in-house customers by appointment Target: December 21

 Rollout to data center customers Target: February – End of development Target: June

 Rollout considerations  Training  Deployment  Tomorrow’s session 23

 Project Management:  Develop rollout plan  IT Infrastructure:  Install Chrome Browser  Install staging environment for 3.0  Training:  New User Guides  Training Guides  Free Training  Regional User Group in Fall 24

 IT Infrastructure:  Install Chrome Browser  Install staging environment for

 Worst-performing: 26