Rules and parameters that govern the operation of the System are set up at a Global Data level. Some of these are supplied with the System and others are set up by a high-level user.
This process includes the capture, update and enquiry for the following:
- System Entities
- System Data
- Process Structure
- Batch
- System Rules
- System Infrastructure
- System Management
Legislative Body
Capture, update and enquiry of legislative bodies with which products are required to be registered.
Administrator Structure
Capture, update and enquiry of administrator name and address, branches/divisions, bank account details, and administrator branch/division name and address and bank account details.
Corporate Client
Capture, update and enquiry of corporate entities with which any number of products interact, e.g. insurers, employers, pay centres, etc.
Capture, update and enquiry of bank account details, addresses, contact persons, facility details and where applicable, pay centres.
Intermediary Client
Capture, update and enquiry of intermediary entities with which any number of products interact, e.g. brokers, unions, employer provincial regions, etc.
Capture, update and enquiry of bank account details, addresses, contact persons and where applicable, pay centres.
Bank Structure
Capture, update and enquiry of banks, their branches and branch codes used in the administration of one or more products. The details of the actual accounts with any of these bank branches used by a product are set up in product administration.
Asset manager
Capture, update and enquiry of asset managers with which any number of products interact.
Capture, update and enquiry of bank account details, addresses, contact persons and where applicable, pay centres.
File Storage Company
Capture, update and enquiry of file storage companies from whom files documents may be scanned and uploaded to the system.
Document Templates
Capture, update and enquiry of re-usable document templates for benefit letters in which headers, paragraphs and tables are defined.
Disclaimers
Define a standard disclaimer message for benefits, switching or contact. The system will default the benefits and switching to this message if no disclaimer is defined at a product level.
Parameters
Rules and entities that are used across all products are set-up at an infrastructure level by a high-level user. These include the following:
Global type
Capture, update and enquiry of income types, benefit types, risk premiums and fees for selection for use by one or more products.
Income Types
e.g. employee contributions, employer contributions, employee voluntary contributions, transfer values, admin fees, etc., collected from employer or employee
Benefit Types
e.g. product benefit, group life assurance, permanent health insurance, accident death, partial disability, retirement, etc.
Risk Premiums
premiums for e.g. group life assurance, permanent health insurance, accident death, partial disability, etc., collected from employer or employee
Expenses Types
ad hoc product expenses, e.g. audit fees, trustee expenses, stationery, etc.
Fee Expenses
e.g. recurring admin fees, actuarial fees, etc., paid out of the product
Premium Expenses
recurring premiums for e.g. group life assurance, permanent health insurance, accident death, partial disability, etc., paid out of the product
Territory parameters
Capture, update and enquiry of parameters that apply to specific territories.
Global parameters
Capture, update and enquiry of factors for calculations used in the calculation of benefits, percentages for late contributions, benefit payments, and VAT where these rates are not defined at a product level.
Application parameters
Maximum number of months for capturing data in advance, Number of days before reporting of late contributions.
General
Types for Product Group, Service and Notes.
Scheme group types
Enquiry on criteria used to categorise and describe products, and their values.
Service type
Capture, update and enquiry of services that can be provided by the administrator for a product,, e.g. administration, investment switching, actuarial consulting, etc.
Note type
Definition of types of free text notes linked to products, members and accounting.
Benefits Maintenance
Capture, update and enquiry of benefit events e.g. resignation, retrenchment, retiral, death of member, etc.
Tax Tables
Capture, update and enquiry of tax tables to be applied during calculation of tax within the benefit payment process.
Currency Exchange Rates
Capture, update and enquiry of currency exchange rates.
Rate Tables
Capture, update and enquiry of rate tables to be used for the calculation of fees on several different bases.
BP Templates
Capture, update and enquiry of Business Process Templates to create the structures needed to provide flexible service level agreement (SLA) reporting from existing data.
Admin Structure
Capture, update and enquiry of the administrator structure for reporting purposes, whereby regional managers, admin managers and team leaders can be linked to an admin branch, and team leaders can be linked to an admin manager.
SLAStructure
Capture, update and enquiry of Service Level Agreements (SLA) associated with business process templates.
Reporting Structure
Capture, update and enquiry of particular reports linked to an administration branch.
Storage of parameters required by batch processes.
Authorisation rules
Capture, update and enquiry of number of authorisation rules per product, per accounting activity, for Benefit Payments or for accounting journals at a global level.
Switch Phasing Rules
Capture, update and enquiry of the rules for members who have elected to invest according to a life cycle investment strategy.
Distribution structure
Capture, update and enquiry of a set of rules governing the manner in which amounts are apportioned amongst members invested in a particular investment portfolio, e.g. dividends, surpluses, investment management fees, etc., or apportioned amongst members in the same group or employer.
Required registration
Capture, update and enquiry of legislative bodies with which products are required to be registered.
Benefit Rules
The global configuration of a template containing products, calculations and scales. This allows the set up of a benefit calculation that can be re-used in multiple product benefit packages, i.e. benefit rules can be copied to a new product.
Archiving
Capture, update, delete, enquiry and authorise archiving or data retrieval jobs triggered manually or executed via a schedule.
Performance Monitoring
Monitor and measure the performance of the system in order to determine when there is an application code problem or a user environment problem.
Batch Monitoring
Monitor the progress of batch runs.
System Logs
Monitor the progress of system log batch runs for the General Error Log, Income Master Log, Technical Log and Archive Log
Workflow Email Management
Manage all deleted Workflow emails.
Log in to the system from the Logon page.
Click infrastructure
The Welcome screen will be displayed.
The following menu options will be displayed on the left when selections are made from the top menu:
SYSTEM ENTITIES
SYSTEM DATA
PROCESS STRUCTURE
BATCH
SYSTEM RULES
SYSTEM MANAGEMENT
