The launching of a product on the system involves capturing details relating to the following:
- Corporate Client
- Employer Pay Centres
- Investment Mediums
- Product Details
- Participating Employers
- Registrations
- Bank Accounts
- Bank Interfaces
- Membership Groups
- Membership Group Groupings
- Investment Portfolios
- Income
- Services / Fees
- Benefits
- Accounting Rule Set
- Bank Account Rules
- Diary
This document is intended to serve as an aid to the gathering of all the data prior to launching the product. It should be completed by someone
- who has had system’s training, or who has a working knowledge of the system; and
- who knows the detail of the information required.
When done comprehensively, the actual process of capturing the data onto the system becomes an efficient exercise, and can be done by anyone not necessarily having specific product (or even industry) knowledge.
The structure of this coding sheet follows the screens and sequences within the system, and spans the product launch process. It should be used in conjunction with appropriate reference to the User Manual.
One sheet should be used for each product to be launched.