OBSI's new Firm Portal

Posted On Thursday September 26, 2019

OBSI is excited to announce the launch of our new Firm Portal. The Firm Portal provides OBSI’s 1400+ participating firms with a secure, web-based access point to a broad range of features and services including:

  • 24/7 live access to key data and statistics about their firm’s inquiries, active cases and closed cases, all searchable within user-specified date fields.
  • For active cases, firms can access key data, including the case opening date, product and issue classification, investigator contact information and the current investigative stage.
  • Secure document upload capability for case documents required for active investigations.
  • Aggregated historical case data for the firm’s sector to allow firms to analyse their case experience relative to their sector.
  • Intuitive firm information management functions, allowing firms to independently manage their contact and administrative profile updates.
  • Firms in certain sectors can manage their annual membership renewal, including calculating fees, generating and paying invoices, and viewing past invoices and payments.

Accessed through the OBSI website, the new portal is a secure interface that is integrated with OBSI’s case management, document management, accounting and reporting systems, improving internal efficiencies and providing immediate responsiveness to firm information changes.

Throughout the development of the Firm Portal, data security has been our top concern. Extensive and independent testing was conducted at multiple stages to ensure the security measures of this new platform provide appropriate data protections and meet the expectations of our participating firms. In addition to independent testing and validation, we have validated the portal’s security features by engaging with the IT departments of some of our largest participating firms.

We are pleased to provide our participating firms with easily accessible information related to their OBSI activities in real time through our new portal and we look forward to continuing to evolve our service delivery to meet current and future needs.

In 2020, we plan to launch a complementary Consumer Portal, which will give consumers using OBSI services similar on-demand access to key information about their cases.

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