Q-R

SES Glossary of terms, Q-R.

QuickIR

QuickIR allows a company to browse through the standard information requests (IRs) in the State Examination System (SES) and prepare responses to those IRs in advance of an upcoming examination.

QuickIR

QuickIR

Recommendation

A type of finding in SES. Offers an opportunity for the company to improve compliance or risk management posture with a statute, regulation, rule, company policy/procedure or other regulatory expectation.

References

Workpapers, templates, websites, and/or any other supplemental reference material that an agency may choose to use used to support the supervision process, and to better navigate SES.

references

Report Commentary

Feedback provided by the state regulatory agency participants on a supervisory activity to help put together the report of examination.

Report of Examination

A formal document provided to the examinee after the examination has been completed and the examiner reaches a determination regarding its evaluation of the company. It provides a summary of the findings and may include instructions for corrective actions that must be taken by the examinee.

Report of Examination (ROE)

ROE

Regulatory User Group

Regulatory User Group (RUG)

RUG