Release 4.0.0

Index	Book	Sub-book (if applicable)	Topic	Details of change
CC30	All	All	All	The IN.pensions logo has been replaced wherever it appears.
CC40	Introduction		Navigation Principles	The web access menu has been added.
CC40	Introduction	Processes	Infrastructure Administration	Reference to "Conversion" has been removed.
CC40	Introduction	Processes	Reporting	A cross-reference has been added.
CC40	System Setup		Overview	A screen image has been changed.
CC61	System Setup	Global Data	Batch	Minor wording changes.
CC52	System Setup	Distribution	Overview	A heading "Distribution per investment medium" has been added.
CC61	System Setup	Batch Runs	Overview	Wording additions in the 2^nd paragraph.
CC70	System Setup	Batch Runs	Batch Parameters	Additional text has been written regarding the "Batch Parameters Maintain" screen.
CC61	System Setup	Batch Runs	Maintain Batch Schedule	A screen image has been changed, and screen images have been added. Minor wording changes. New headings "Report criteria" and "Batch selection criteria" have been added.
CC61	System Setup	Batch Runs	Batch Structure List	A screen image has been changed.
CC40	System Setup	Infrastructure	Overview	A screen image has been changed. The heading "Conversion" has been removed.
CC40	System Setup	Infrastructure	Conversion	This topic has been removed.
CC35	System Setup	Investments	Investment Mediums	A screen image has been changed.
CC62	System Setup	Investments	Unit Price	Wording changes and additions in the table of options at the end of the topic. A note has been added at the end of the topic.
CC50	Security	External User Registration	All	More has been written about the registration process. Minor wording changes.
CC45	Security	Web Access Maintenance		This new sub-book has been added.
	Scheme Launch Process	Infrastructure Requirements	Overview	Minor wording changes.
CC40	Scheme Launch Process	Infrastructure Requirements	New Corporate Client	Screen images have been changed.
CC34	Scheme Launch Process	Infrastructure Requirements	Investment Medium	Screen images have been changed. Minor wording changes.
CC52	Scheme Launch Process	Scheme Launch	Launching a Scheme	Screen images have been changed. Minor wording changes. Changes resulting from enhancement spec.
CC52	Scheme Launch Process	Scheme Launch	Linking Users to a Scheme	Screen images have been changed. Minor wording changes. Changes resulting from enhancement spec.
CC36	Scheme Launch Process	Scheme Update	Processing the Scheme Update	Screen images have been changed.
CC64	Scheme Launch Process	Scheme Update	Scheme Update Type: Contact Persons	A spelling error has been corrected.
CC48 CC69	Scheme Launch Process	Scheme Update	Scheme Update Type: Membership Group	The heading "Eligibility" has been changed to "Benefit membership group eligibility rules", and text has been changed. New sections headed "Validation of default membership groups", "Associate portfolio to investment membership group" and "Investment membership group income splits" have been added. Some screen images have been changed.
CC48	Scheme Launch Process	Scheme Update	Scheme Update Type: Income	Some screen images have been changed, and information about investment membership group income splits has been added.
CC58	Scheme Launch Process	Scheme Update	Scheme Update Type: Investments	Under the heading "Distribution", the "New Distribution" screen image has been changed. "Status" has been added to the table of distribution details. Minor wording changes.
CC57	Scheme Launch Process	Scheme Update	Scheme Update Type: Maintain Scheme Benefit Rules	Under the heading "Benefit Product", changes have been made to the definition of "Payable/Insured?" in the table of product details.
CC36	Scheme Launch Process	Additional Menu Options	Overview	A screen image has been changed.
CC36	Scheme Launch Process	Additional Menu Options	Scheme Membership Group Enquiry	A screen image has been changed.
CC36	Scheme Launch Process	Additional Menu Options	Scheme Interface Enquiry	A screen image has been changed.
CC37	Scheme Launch Process	Additional Menu Options	Investments	A note and cross-references have been added at the end of the topic.
CC58	Scheme Launch Process	Additional Menu Options	Reserve Distribution	Under the heading "Define new distribution type", the "Scheme Distribution Details" screen images have been changed. Changes have been made to the definition of "Status" in the table of distribution details. The "Authorise" function has been explained.
CC29	Scheme Launch Process	Web Set-Up	Overview	A note has been included after the first paragraph. Minor wording changes. The composite logo has been replace by a "log in" icon, and wording has been modified accordingly.
CC29 CC33 CC39	Scheme Launch Process	Web Set-Up	Initial Load	A note has been included after the first paragraph. Under the heading "Data setup wizard Step 2", the "Edit a PayCentre" screen image and the table below it has been changed. Under the heading "Pay centre reference numbers and payment method", the "Edit Reference Number Allocation and payment Method for a Pay Centre" screen has been changed, and a note has been included below it.
	Monthly Member Data and Contribution Cycle	Payroll Processing and Field Conversion	Payroll Processing	The "log in" icon has been replaced.
CC51	Monthly Member Data and Contribution Cycle	Capturing Membership Data	Overview	The composite logo has been replace by a "log in" icon and wording has been modified accordingly.
CC33 CC51	Monthly Member Data and Contribution Cycle	Capturing Membership Data	New Employees	A cross-reference has been added under the heading "Membership". The first two screen images under the heading "Membership" have been replaced. Descriptions in the "Membership Details" table have been changed.
CC51	Monthly Member Data and Contribution Cycle	Capturing Membership Data	Beneficiaries	The first screen image has been replaced.
CC51	Monthly Member Data and Contribution Cycle	Capturing Membership Data	Investment Splits	The first screen image has been replaced.
	Monthly Member Data and Contribution Cycle	Underwriting	Underwriting	The "log in" icon and some screen images have been replaced. The description of the screen has been changed.
	Monthly Member Data and Contribution Cycle	Income Administration	Various	Screen images have been changed.
	Monthly Member Data and Contribution Cycle	Income Administration	Checking Member Movements	The "Find" process has been rewritten. Some screen images have been changed.
CC69	Monthly Member Data and Contribution Cycle	Income Administration	Verifying Money Movements for Members	Some screen images (and related text) have been changed.
CC68	Monthly Member Data and Contribution Cycle	Income Administration	Billing for Outstanding Contributions	This new topic has been added.
CC47	Monthly Member Data and Contribution Cycle	Reports		This new sub-book has been added.
CC37	Capturing Bonus Rates and Unit Prices		Capturing Bonus Rates	A cross-reference has been added. Minor wording changes.
CC67	Capturing Bonus Rates and Unit Prices		Maintaining Unit Prices	Cross-references have been added under the headings "Unit price corrections" and "Re-unitisation". Minor wording changes.
CC55 CC63	Switching Process		Capturing of Switches	The topic name has changed to "Switching". The headings "Overview", "Switching Process:" and "Capture switch instructions" have been removed. The sections headed "Alternate navigation", "View Switches in Progress" and "View Switch History" have been removed. The "Find" process has been rewritten. In the table of field notes, the definition "% of Tot" has changed to "% of Total Available for switch". Minor wording changes and screen changes.
CC55 CC63	Switching Process		Member Switch History	This new topic has been added.
CC55 CC63	Switching Process		Member Investment Switches	This new topic has been added.
CC63	Switching Process		Bulk Switches	This new topic has been added.
CC63	Switching Process		Bulk Allocations	This new topic has been added.
	Benefit Payment Processing		Overview	Changes to wording under the heading "Claim cancellation".
CC50	Benefit Payment Processing		Benefit Quotations	Minor wording changes and screen changes. Removal of duplications.
CC50	Benefit Payment Processing		Capturing of Exit Notifications	Minor wording changes and screen changes. Removal of duplications.
CC65	Benefit Payment Processing		Claims Administration	The "Find" process has been rewritten. A screen image has been changed.
CC65	Benefit Payment Processing		Benefit Payment Authorisation	The "Find" process has been rewritten. Minor wording changes and screen changes.
CC65	Benefit Payment Processing		Selecting Members on the Web	This new topic has been added.
	Benefit Payment Processing		Benefit Projections	This new topic has been added.
CC60	Benefit Payment Processing	Member Living Annuity		This new sub-book has been added.
CC42	Accounting	Accounting Set Up	Accounting Activity Maintain	Under the heading "Purpose", the words "Effective Date" have replace the words "Start Date". Under the description of "File>Open", the words "EFT Rules" have been included. In the table explaining the Tools options, "Tools>Manual Initiated" has been removed and "Tools>Note" has been added. In the "Window Field Definitions" table, the sequence of the items has changed.
CC43	Accounting	Accounting Enquiries	Business Transactions	Changes to the list of fields preceding the 2^nd "Business Transaction List" screen. Items have been resequenced in the search criteria table under the heading "Business transaction balance list". Some screens have been changed.
	Accounting	Bank Reconciliation	Various	Some screen images have been changed.
CC52	Accounting	Bank Reconciliation	Bank Reconciliation Overview	A note has been added at the end of the topic.
CC53	Accounting	Bank Reconciliation	Accessing the Bank Statement	The "Bank Statement Find" screen has been replaced. "Reconciliation Effective Date" has been removed from the table of Field Notes.
CC53	Accounting	Bank Reconciliation	Process Reconciliation	A "Bank Reconciliation Date" screen and wording has been inserted.
CC53	Accounting	Bank Reconciliation	Manual Reconciliation	A "Bank Reconciliation Date" screen and wording has been inserted.
CC52 CC53	Accounting	Bank Reconciliation	Reconciliation Reports	Wording has been added to the opening paragraph. Screens and wording have been inserted to describe the new selection process.
CC52	Accounting		Closing a Financial Year	Under the heading "Produce a trial balance", the introductory wording and screen image has been changed, and a note has been added after the screen image.
CC65	Member		Various	The "Find" process has been rewritten. Screen images have been changed. Minor wording changes.
CC50	Member		Member Enquiries	The topic name has been changed to "Membership Detail". A section called "Creating Member Liability Notes" has been added.
CC63	Member		Member Switching Enquiries	This topic has been revised.
CC60	Member		Member Living Annuity	This new topic has been added.
CC56	Reporting Administration		Overview	The listing of available reports has been rearranged, and two additional reports have been included. The "log in" icon has been replaced.
CC56	Reporting Administration		Accessing the Reports and Scheme Rules	The name of the topic has been changed to "Accessing the Reports". The "log in" icon has been replaced.
CC56	Reporting Administration		Batch Runs	Changes have been made to the introductory wording under the heading "Submit a batch run job".
CC56	Reporting Administration	All	Various	The structure of the sub-books has been changed. Sub-book names have been changed. Screen images have been changed.
CC52 CC56	Reporting Administration	Business Transactions	Report	"Document Number" has been added to the list of columns. A note has been added at the end of the topic.
CC56	Reporting Administration	Business Transactions	Balance Report	A note has been added at the end of the topic.
CC66	Reporting Administration	Business Transactions	Ledger	This new topic has been added.
CC56	Reporting Administration	Trial Balance	Overview	The introductory wording has been changed.
CC56	Reporting Administration	Trial Balance	Detailed	This topic has been re-positioned after "Summarised". A note has been added near the start of the topic.
CC56	Reporting Administration	Trial Balance	Summarised	This topic has been re-positioned before "Detailed". A note has been added near the start of the topic.
CC41	Reporting Administration	Conversion Balancing	Conversion Balancing	The "Report Selection" screen image has been changed.
CC41	Reporting Administration	Member	Member Switches	This new topic has been added.
CC68	Reporting Administration	Member	Expected Member Income	This new topic has been added.
CC66	Reporting Administration	Member	Authorise Benefit Statements	This new topic has been added.
CC69	Auxiliary Activities	Adding a New Income Type	Add a new Income Type to a Scheme (GUI)	The "New Scheme Income Rule" screen has been changed.
CC32	Auxiliary Activities	Adding a New Pay Centre	Overview	A paragraph explaining cycle status has been included.
CC69	Auxiliary Activities	Adding a New Pay Centre	Adding a new Pay Centre (GUI)	A screen image has been changed.
CC33	Auxiliary Activities	Adding a New Pay Centre	Adding a new Pay Centre (web)	The "log in" icon has been replaced. The "Link PayCentre" and "Edit a Pay Centre" screen images have been changed.
CC32	Auxiliary Activities	Adding a New Pay Centre	Cycle Status	This new topic has been added.
CC59	Auxiliary Activities	Data Conversion Utility	All	This document has been entirely rewritten to cater for the move of the conversion utility from GUI to the web. Some topic names have changed. The sequence of the topics has changed.
CC59	Auxiliary Activities	Data Conversion Utility	Uploading Files	This new topic has been added.
CC59	Auxiliary Activities	Data Conversion Utility	Using the Conversion Monitor	This new topic has been added.
CC59	Auxiliary Activities	Data Conversion Utility	Balance Report	This new topic has been added.
CC59	Auxiliary Activities	Data Conversion Utility	IMIAT (now called Member Financial)	An alternate method of viewing data uploaded has been included.
CC59	Auxiliary Activities	Data Conversion Utility	Notes	In the "Detail record layout", "Note Header" has been repositioned before "Note Text".
CC49	Auxiliary Activities	Document Customization Process	Overview	Wording changes to opening paragraph.
CC49	Auxiliary Activities	Document Customization Process	Customization	Wording changes to opening paragraph. The heading "Notices" has changed to "General Information" and wording has been modified accordingly. A note has been added below the heading "Benefit Statement". A heading "Investment Information" has been added.
CC49	Auxiliary Activities	Document Customization Process	Setting up Folder and Directory Structures	Changes within the text under the headings "Create virtual directories", "Insert record in system control table" and "Create new folder structure". A note has been added under the heading "Notes".
CC64	Auxiliary Activities	Post-deployment Checklist	Post-deployment Checklist	A spelling error has been corrected.
	Auxiliary Activities	Setting up Calculations	Setting up Calculations	The introductory paragraph has been amended to include a "log in" icon.
CC44	Supplements	Accounting Transaction Examples		Under "Income Process", changes have been made to the accounting entries (income) for "Member accounts (inclusive)".
	Supplements	Bank Interfaces	Running the Batch Job	The composite logo has been replace by a "log in" icon and the screen image following it has been changed. Minor changes to the preceding wording.
CC67	Supplements	Batch Programs	Batch Jobs	A third paragraph (including a cross-reference) has been added under the heading " B_JU3AK_REUNITISATION"
CC37	Supplements	Bonus Investments		This new sub-book has been added.
CC38	Supplements	Projections on Member Web Site	Calculation Formulae	Revised wording under the heading "Projection of final average salary"
CC48	Supplements	Scheme Launch Coding Sheet	Investments/ Investment Medium	In the table under the heading "Investment Mediums", the description "Earning Allocation Code" has changed to "Type of Investment", and "Scheme Only" has been added as an option in each of the columns.
CC48 CC64	Supplements	Scheme Launch Coding Sheet	Scheme	An additional line has been added to the table under the heading "Benefit Products". The introductory note to the table under the heading "Scales of Benefit" has been changed, and the layout of the table has been changed. A new heading "Evidence of Health (EOH) has been added. The layout of the table under the heading "Packages" has been changed. A spelling error has been corrected.
CC46	Supplements	Umbrella Arrangements		This new sub-book has been added.

Member web site

CC54	Member Web Site Access	Accessing the Web Site	A cross-reference has been added.
CC54	Member Web Site Access	Forgotten your Details?	New sections have been added ("Registration Accepted" and "Registration Rejected"), and existing wording has been modified accordingly.
CC54	Member Web Site Access	First-time Registration	A missing word in the text has been inserted.
CC30 CC31 CC38 CC48 CC55 CC49 CC57	Member Web Site	All	The IN.pensions logo has been replaced wherever it appears. Screen images have been changed. Minor wording changes. Changes throughout the document resulting from various enhancement specs.