OTCnet News and Updates
Complete the 2025 OTCnet User Feedback Survey!
Fiscal Service invites you to take OTCnet’s annual User Feedback Survey. By completing this quick survey, you will help improve OTCnet's ability in future releases to meet your business needs. The deadline to complete this three-minute survey is Monday, March 24, 2025.
Start the survey by selecting the following link: https://forms.office.com/r/pgystLHJnD. If you receive a Microsoft Office Security Notice after you select the survey link, please select Yes to continue to the survey.
OTCNet Refresher Series Webinar: Register Now!
Join us for our webinar series on the Over-the-Counter Channel Application that will address questions, offer training tips, and provide how-to instructions to help improve your use of OTCnet! The second webinar session in the series, on Tuesday, March 18, 2025 will focus on how to install the OTCnet Local Bridge and Check Processing Firmware. The webinar will also include tips to configure Card Processing settings and other key OTCnet applications tasks. Also, an open Q&A session will allow you to ask questions and receive expert advice from the OTCnet Team. Please refer to the Training Calendar to learn more about the upcoming webinar topics and register for the series!
Release 4.12: Update to the Audit Log Search Functionality
On Saturday, March 1, 2025, OTCnet was updated to Release 4.12 which includes an update to the Audit Log. OTCnet users that are assigned a Highest-Level Organization (HLO) will only be able to view the audit logs that are related to their specific HLO endpoint when searched through the default filter. Users must follow the below steps to view the audit logs related to their HLO child endpoints.
1. Click the magnifying lens icon and select the desired endpoint.
OR
2. Type the endpoint name in the “OTCnet Endpoint” field and select “Search.” The name must exactly match the endpoint title or else the user will be required to validate and select an endpoint from the results table.
OTCnet User Account “Lifetime Rule”
In OTCnet’s previous identity management solution (ISIM), Fiscal Service Security required that all user accounts be disabled after 120 consecutive days of inactivity. Now that the transition from ISIM to SailPoint IdentityIQ is complete, the “Lifetime Rule” has resumed. After a four-month period of inactivity, the user’s OTCnet entitlements will be automatically removed from their SailPoint identity. This will make the account inaccessible. To restore an impacted account, users should contact the OTCNet Customer Support Team.
OTCnet Training
OTCnet’s Training Site offers User Guides, step-by-step Printable Job Aids, and training tutorials for key OTCnet user roles to help Agencies, Financial Institutions (FIs), and the Federal Reserve Bank (FRB) with a wide range of topics and user tasks. The Training Resources website offers user-friendly guidance for onboarding, updates, and current training offerings.