Interface Enquiry (Products Additional Menu Options)

This screen lists the details of all income groups, participating employers, pay centres and investment portfolios defined for the product.

 

From the JU1BK List screen, select a product and then select Interface Enquiry from the sub-menu on the left.

 

 

The JU3AY Scheme Interface Enquiry screen will be displayed.

 

 

The following details are displayed on this screen:

 

Income Rules

 

FMG Grp TP

For Vendor internal use only

FMG Code

Fund Membership Group Code - the code identifying the scheme membership group

IT Code

Income Type Code – the code identifying the income type

% of Salary

Where income calculation type is based on percentage of salary, this is the percentage of salary used in the calculation of the expected income

Amount

Where income calculation type is a fixed amount, this is the amount used to calculate the expected income for

Contrib cease NRD

Indicates whether this income type continues to be paid or not after a member has reached normal retirement

date, but has deferred retirement

Participating Employers

 

Client Code

The unique identifier of the client

Eou Code

The code identifying the participating employer

Name

The name of the participating employer

Pay Centre

 

Client Code

The unique identifier of the client

CDS Code

The code identifying the pay centre

Name

The name of the pay centre

From Ref No

The starting number of a range of numbers for allocation to new members

To Ref No

The last number of a range of numbers for allocation to new members

Investment Portfolios

 

Org Unit Name

The name of the investment portfolio

Eou Name

The code identifying the investment portfolio

Inv Medium

The name of the investment medium

Name

The code identifying the investment medium

Portfolio

The name of the portfolio

IT Code

Income Type Code – the code identifying the income type

Inv Medium

The name of the investment medium

%

The percentage of income allocated to the investment medium