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Tigers Working Group. 4.x Schema review. Participants. Scott Mueller, Wisconsin Richard Rogers & JoAnn Costa, California Toraino Owens, Florida Penny Berman, Maryland Angela Gridley & Preston Barnett, Ceridian Jenine Hallings, PayChex Joyce Inouye, ADP Winston Stein, BSWA
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Tigers Working Group 4.x Schema review
Participants • Scott Mueller, Wisconsin • Richard Rogers & JoAnn Costa, California • Toraino Owens, Florida • Penny Berman, Maryland • Angela Gridley & Preston Barnett, Ceridian • Jenine Hallings, PayChex • Joyce Inouye, ADP • Winston Stein, BSWA • Faye Shea, Intuit
Meeting Goals • General Schema review, including alignment with MeF • Packaging • Support for FTP and. Web Services • Allow transmission packaging to support larger service providers • Support for Acknowledgements • Support for PDF attachments • The Question of a Manifest • New Hire and Contractor Reporting • Enrollment and Data Exchange Schema Updates • Gateway update • Need for new service to support Data Exchange Response • Progress on creating a Reference WSDL for use in developing a Web Service solution • Accompanying documentation • Including Standard Error messaging
4.x Alignment with MeF • WH, UI and Combined filings and payments review is complete • New Hire and Contractor reporting • Verified initial Schemas provided • Scott will evaluate latest version against 4.x standards – To be done before Orlando • Data Exchange and Enrollment • Verified alignment with MeF • Questions from Tucson meeting • TimeStamp – Concern that this may be a reserved word • Tag is used in MeF, and is also in the other filing schemas. • Team recommendation - Leave this tag as is and address all schemas if the decision is made to change it. • Length of tag names • Team recommendation - Tag names are consistent with MeF and other filing schemas
Packaging: One to Many Submissions per transmission • HTTPS/FTP • Transmission sent with Transmission and Transmission header • Include 1 to many submissions of Return State • Web Services • Each submission is a separate instance documents • Submissions can be zipped and transmitted together
Packaging – Acknowledgements • Support for Acknowledgements • Message Receipt for transmission • Each return has a submission id allowing acknowledgements for each submission
Packaging – PDF Attachments • Utilize existing MeF mechanism to provide support for Binary Attachments • Consists of 4 elements • Reference (Form & Line number) • Document Type (PDF) • Description (Text – for example POA) • Attachment Location (File Name, for example SubmissionId.pdf • 2 Folders inside zip file • Separate folders for XML and PDF • Naming Standards • xml • attachment • Example Enrollment1.xml • Enrollment1.pdf • … • Enrollment99.xml • Enrollment99.pdf
The Question of a Manifest • Purpose – IRS identification and minimal validation of state filings • Identify Jurisdiction • FEIN, Name Control Check • Determine Link v. Unlinked submission • Designed to allow IRS to read and react without reading state return • Team Recommendation • – No need for a manifest until FSET is included in MeF. We can add at that time.
New Hire and Contractor Reporting Added to Return State Structure
Enrollment Schema Updates • Modifications to Enumerated List • A,C,D to Add, Change, Delete • EML, FAX, USP to E-mail, Fax, USPS • Restructured to support: • Multiple Enrollment per transmission • Separate Acknowledgement for each enrollment • Support for PDF Attachments
Enrollment Schema • Support for FTP and. Web Services • Allow transmission packaging to support larger service providers • Support for Acknowledgements • Support for PDF attachments
Data Exchange Schema Update Categorization of Data • Requirement • Provide ability to send separate data exchange requests • This could be required for agencies with multiple back-end systems (Today CA has 3 separate data exchange formats), or for WH data vs. UI data • Proposal • Addition of 3 optional tags • EFT, Rates, and Applied for • If Agency chooses to use the tags, implementation documentation will provide instructions on how to populate this field and what fields will be returned for each option. • This also allows for one submission • All tags could be checked, or the tag could be omitted
Data Exchange Schema Update One v. Two Schemas • Requirement • Determine optimal schema format to allow: • Only required fields to request data to be sent to agency • Separate Request and Response elements • Allow for repetition of Request elements in Response – while minimizing complexity of maintenance (if the tags are changed in either it is changed for both) • Proposal • RequestExchangeDataState.xsd • Contains only the elements to be sent when sending a request • ResponseExchangeDataState.xsd • Includes RequestExchangeDataState.xsd as well as all possible response elements
Data Exchange Schema Update • Packaging • Support for FTP and Web Services • Allows for Transmission packaging to support larger service providers • Support for Acknowledgements • Support for PDFs? Is this required?
Gateway Methods • Recommended Gateway Services can be used for this new structure • SendSubmissions • GetAcks • GetNewAcks • ChangePassword • Additional Gateway Service required to Get Response for Data Exchange • GetResponse, GetNewResponse?
Gateway – Next Steps • Creation of ‘Reference’ WSDL for state use • Documentation for implementation • Update WSDL recommendation to reflect decisions • Include supported services • Name for new services • GetResponse, GetNewResponse • Document Mandatory vs Optional Services • For example ChangePassword may be optional • How to implement Gateway • Include flowchart of how the process works • Include ‘Lessons learned’ • Volunteers to work with Richard • Faye will help with documentation • Scott will help with technical part • Other volunteers welcomed!
Still To Be discussed . . . . • Recommendation for Standardized error messages • Recommendation for Supporting documentation
Actions from February Discussion • Open • State Contractor Schema name to long – can’t be longer than 30 • Verify persontype is consistent with other 4.x schemas in New Hire and contractor reporting • Location of submission id on various schemas • Working group to discuss, document both options and send with pros & cons for group vote • Closed • Packaging - folders • Recommendation included in this PPT • Is there a need for the gateway to handle submissions through one gateway to send to other agencies in the state • This will not be supported in Version 1 • We can reopen if the need arises • If we extend the gateway to support this, it may reopen the question of the manifest