What an examiner asks to see in the book
Two years of packs, private book included
The last exam a client described asked for two years of household packs with the private book included. They pulled them from Stonebook in an afternoon instead of rebuilding the files by hand.
Examiners do not ask for a score. They ask for the record: what you held, when the mark was dated, which file loaded, and who entered the private line.
What belongs in the book
The public book from the custodians. The private marks with as-of dates. The flags for files that failed. The household pack you actually sent.
For this piece, a usable exam book means you can pull those four things for a named household without opening a shared drive.
The gap is not the exam itself. The gap is assembling the book after the request lands.
Five things that slow an exam pull
Five patterns account for most of the late pulls we hear about. None of them require a new product. They require the book to already exist.
- Packs live in email. The household PDF was sent once and never filed. Two years later nobody can find it.
- Private marks sit in a side spreadsheet. The examiner asks for the private book and ops has to rebuild it.
- Failed files never printed. A missing Schwab load is invisible until the examiner asks why a household does not match the custodian.
- Dates missing on private lines. A mark without an as-of date looks current. The examiner will ask when it was set.
- One person holds the archive. When that person is out, the pull waits.
What firms that pass the pull do
They keep packs in the book. They print the private marks with dates. They print the failed-file flags. They share firm-level access so the pull is not a single inbox. And they do not rebuild after the letter arrives.