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Home > Introduction > Release History > Changes to Help Manuals > Release 4.0.1

Release 4.0.1

Index

Book

Sub-book
(if applicable)

Topic

Details of change

CC72

System Setup

 

Investments

 

Investment Mediums

The first screen image has been replaced, and the table below it has been amended accordingly.

A reference to a screen image has been corrected.

The section headed "Bonus rates" has been deleted.

CC72

Scheme Launch Process

Scheme Update

Various

Minor corrections

CC72

Scheme Launch Process

Scheme Update

Scheme Update Type: Contact Persons

The "New Scheme Contact Person" screen image has been replaced.

CC72

Scheme Launch Process

Additional Menu Options

Investments

Some screen images have been replaced.

The notes for "Distribution Type" in the "Distribution Details" table have been amended.

An additional "Annual Bonus Allocation Request" screen image has been included at the end of the topic, and text has been added to the note.

CC72

Monthly Member Data and Contribution Cycle

Underwriting

Underwriting

A note has been added to the first point under the heading "Summary of the process".

CC72

Monthly Member Data and Contribution Cycle

Income Administration

Submitting Batches

The second paragraph has been deleted.

The section headed "Loading member and income" has been deleted.

CC77

Monthly Member Data and Contribution Cycle

Income Administration

Checking Member Movements

The "Find" process has been revised, and a cross-reference has been added.

CC72

Capturing Bonus Rates and Unit Prices

 

Overview

Wording changes to the opening paragraphs.

 

CC72

Capturing Bonus Rates and Unit Prices

 

Capturing Bonus Rates

The first screen image has been replaced.

CC72

Capturing Bonus Rates and Unit Prices

 

Maintaining Unit Prices

The first screen image under the heading "Adding a new unit price" has been replaced.

A spelling error has been corrected.

CC76

Switching Process

 

Overview

Minor wording changes.

CC77

Switching Process

 

Switching

The "Find" process has been revised, and a cross-reference has been added.

CC77

Switching Process

 

Member Switch History

The "Find" process has been revised, and a cross-reference has been added.

CC77

Switching Process

 

Member Investment Switches

The "Find" process has been revised, and a cross-reference has been added.

CC76

Switching Process

 

Bulk Switches

Under the heading "Overview", the explanation of "Authorised" in the table has been changed.

 A cross-reference has been added to the note under the heading "Cancelling switches".

CC76

Switching Process

 

 

Bulk Allocations

 

A note and an example have been added to the opening paragraphs under "Overview".

Cross-references have been added to the notes under the headings "Cancelling allocations" and "Authorising bulk allocations".

CC76

Switching Process

 

Bulk Status Explanation

This new topic has been added.

CC72

Benefit Payment Processing

 

Various

References to the "Benefit Payment Update" windows have been corrected.

CC73

CC74

Benefit Payment Processing

 

Overview

A paragraph headed "Annuity (if applicable)" has been added under the heading "Benefit update types".

A section headed "Member Reinstatement" has been added.

The section headed "Member living annuities payable" has been repositioned.

CC55

Benefit Payment Processing

 

Benefit Quotations

Two screen images have been replaced to include the "Unitised" column.

CC55

Benefit Payment Processing

 

Capturing of Exit Notifications

A screen image has been replaced to include the "Unitised" column, and reference to that column has been made within the text.

CC74

Benefit Payment Processing

 

Claims Administration

Additional screen images and text have been inserted.

CC72

CC74

CC77

Benefit Payment Processing

 

Benefit Payment Authorisation

The "Find" process has been revised, and a cross-reference has been added.

Reference to the "Members for a Scheme/Pay Centre Maintain" window has been corrected.

"Authorisation" screen images have been replaced.

CC73

Benefit Payment Processing

 

Defined Benefits

Additional wording in the opening paragraph.

Some screen images have been changed.

"Monthly Pension Amount" has been added to the table of definitions below the "Defined Benefit Retirement Calculation" window.

A section headed "Setting up an annuity" has been added.

CC74

Benefit Payment Processing

 

Cancel a Claim

Additional wording inserted in the opening paragraphs.

CC74

Benefit Payment Processing

 

Member Reinstatement

This new topic has been added.

CC73

Benefit Payment Processing

Member Living Annuity

Processing Benefit Payments for Retirals

This topic has been revised.

CC73

Benefit Payment Processing

Member Living Annuity

Annuity Update Type: Annuity Amount

A section about adding a new annuity payment / deduction has been included.

"Suspension Reason" has been added to the table of definitions below the "New Payment Detail Maintain" window.

CC73

Benefit Payment Processing

Member Living Annuity

Annuity Update Type: Beneficiaries

A section about selecting relationships has been included.

Cross-references for adding a new person have been included.

Screen images have been changed.

CC73

Benefit Payment Processing

Member Living Annuity

Web Processes

The first screen image under the heading "New" has been replaced, and the table of definitions below it has been modified accordingly.

CC71

Accounting

Bank Reconciliation

Manual Reconciliation

The three screens named "Manual Reconciliation" and the screen named "Confirmation" have been replaced.

CC77

Member

 

Various

The "Find" process has been revised, and a cross-reference has been added.

CC77

Member

 

Finding Members

This new topic has been added.

CC74

Member

 

Members of a Scheme

The screen image at the end of the topic has been replaced.

CC72

Member

 

Membership Detail

Minor corrections.

CC74

Member

 

Member Benefit Payment Enquiries

The "Benefit Claim Requests" screen images have been replaced.

"Tools > Reinstate Membership" has been added to the table of definitions below the first "Benefit Claim Request" window.

Two new screen images have been added at the end of the topic.

CC72

Auxiliary Activities

Setting up Calculations

Setting up Calculations

The "log in" icon has been replaced.

CC75

Auxiliary Activities

Data Conversion Utility

Annexures

Annexure C: Payroll – in the detail record, the attribute for "Investment Option Code" has changed to O (optional).

Annexure C: Payroll – in the detail record, a new field "Invest Category" has been added.

CC72

Supplements

Bank Interfaces

Running the Batch Job

The "log in" icon has been replaced.

CC72

Supplements

Batch Programs

Batch Jobs

A cross-reference has been added at the end of the section headed "B_JU3AM_ANNUAL_BONUS"

 

Member web site

Index

Book

Sub-book
(if applicable)

Topic

Details of change

CC55

Member Web Site

 

Switches

A screen image has been replaced to include the "Unitised" column.

CC55

Member Web Site

 

Quotes

Two screen images have been replaced to include the "Unitised" column.