Process Overview

This section describes the following administration processes:

 

-          Infrastructure administration – maintenance of System parameters

-          System administration - maintenance of Administrator and System rules

-          Accounting administration - maintenance of accounting rules, processing manual accounting transactions and general accounting enquiries

-          Investment administration – maintenance of Investment structures

-          Product administration - maintenance of Product Rules and data

-          Security administration – maintenance of System access

-          Payroll Data - Recording of Person and Membership Details

-          Underwriting and Disability Claim Assessment administration – managing evidence of health requirements

-          Generating and recording Membership and Product Accounting transactions

-          Client administration – maintenance and enquiry on Person and Membership Details

-          Batch processing of Investment transactions:

-          Unitisation and re-unitisation

-          Monthly interest allocation

-          Annual interest allocation

-          Realisation

-          Switching

-          Distribution

-          Benefit administration - processing Benefit Payments

-          Regular Payments administration – maintenance of annuitant records and processing of recurring payments

-          Benefit Statements and Investment Statements.

-          Reporting and System Reporting