Release 4.1.0

Index	Book	Sub-book (if applicable)	Topic	Details of change
CC102	Introduction		Overview of IN.pensions	Minor wording changes.
CC79	Introduction		Navigation Principles	Descriptions for "File>Select" and "View>Multiple Adds" have been added to the table of screen icons.
CC102	Introduction	Processes	Process Overview	Minor wording changes.
CC102	Introduction	Processes	Global Data Administration	Minor wording changes.
CC102	Introduction	Processes	Infrastructure Administration	Minor wording changes.
CC102	Introduction	Processes	Accounting Administration	Minor wording changes.
CC91 CC102	Introduction	Processes	Scheme Administration	Minor wording changes.
CC102	Introduction	Processes	Annuity Administration	This new topic has been added.
CC87	System Setup		Overview	Two IN.pensions Main Menu screen images have been changed.
CC87 CC101	System Setup	Global Data	Overview	The IN.pensions Main Menu screen image has been changed. "Global Type" has been added to the list of items, and a paragraph headed "Global Type" has been added to the summarized descriptions below it.
CC101	System Setup	Global Data	Global Type	This topic has moved from the sub-book "Infrastructure", and has been revised. New headings have been added.
CC79 CC81	System Setup	Global Data	Distribution Structure	Wording added to the explanation of File>New in the table of descriptions. The "New Distribution Structure" screen has been replaced.
CC79	System Setup	Global Data	Note Type	Some screen images have been replaced.
CC91	System Setup	Distribution	Overview	New sections headed "Distribution per membership group" and "Distribution per participating employer" have been added.
CC81 CC87	System Setup	Distribution	Structure	The IN.pensions Main Menu screen image has been changed. The "New Distribution Structure" screen has been replaced, and a field name has been changed in the table of descriptions.
CC87	System Setup	Batch Runs	Overview	The IN.pensions Main Menu screen image has been changed.
CC97	System Setup	Batch Runs	Maintain Batch Schedule	The "Maintain Batch Schedule" and "Batch Structures" screen images have been replaced. In the table of descriptions, wording has been inserted for "Batch Group", "Effective Date" and "Criteria, and a screen image has been added."
CC87 CC101	System Setup	Infrastructure	Overview	The IN.pensions Main Menu screen image has been changed. The paragraph headed "Global Types" has been removed.
CC101	System Setup	Infrastructure	Global Type	This topic has moved to the sub-book Global Data.
CC85	System Setup	Investments	Overview	A new section headed "Distribution" has been added.
CC79	Security	Functional Security	All	This sub-book has been rewritten and additional screen images have been included.
CC79	Security	Functional Security	Adding a Template	This topic name has changed to "Templates".
CC79	Security	Functional Security	Adding a Transaction and its Associated Actions	This topic name has changed to "Transactions and Associated Actions".
CC78 CC95	Security	External User Registration	Registration	The "Registration Form" screen image has been changed, and wording immediately below it has been changed. The description of "Client Code" has been added to the table of fields. Wording changes have been made to other descriptions in the table of fields.
CC95	Security	External User Registration	Pending Registration	The "Registration Details" screen image has been changed.
CC87	Security	External User Registration	Data Level Security	The screen image of the IN.pensions Main Menu has been replaced.
CC87	Scheme Launch Process	Infrastructure Requirements	New Corporate Client	The IN.pensions Main Menu screen image has been changed.
CC85	Scheme Launch Process	Scheme Launch	Launching a Scheme	The IN.pensions Main Menu screen image has been changed. Values for "Pooling status" have been changed. Cross-references have been changed.
CC79 CC85 CC90 CC101	Scheme Launch Process	Scheme Update	Processing the Scheme Update	The IN.pensions Main Menu screen image has been changed. One of the "Scheme List" screen images has been changed. The "Scheme Update Type List" screen image has been changed. A section headed "Expenses" has been added to the lists of scheme update types. The note has been reworded. "Initiating a new scheme update type" has been added at the end of the topic.
CC79	Scheme Launch Process	Scheme Update	Scheme Update Type: Contact Persons	Minor wording and layout changes in the table of descriptions.
CC85	Scheme Launch Process	Scheme Update	Scheme Update Type: Bank Accounts	In the table of definitions below the "New Scheme Bank Account" window, the note for "Name" has been removed.
CC101	Scheme Launch Process	Scheme Update	Scheme Update Type: Expenses	This new topic has been added.
CC79	Scheme Launch Process	Scheme Update	Scheme Update Type: Financial Period Calendar	The date format in the description of "Financial Period" has been corrected.
CC79 CC81	Scheme Launch Process	Scheme Update	Scheme Update Type: Investments	In the "Portfolio Details" table, the description for "Portfolio Description" has been reworded. The "Distribution Structure Details" screen has been replaced.
CC85 CC90	Scheme Launch Process	Scheme Update	Scheme Update Type: Maintain Scheme Benefit Rules	A section headed "Initial creation of benefit rules" has been added at the beginning of the topic. Changes have been made to wording and cross-references under the heading "Copy a BSV". This section has moved to the end of the topic. The sections headed "Create a BSV" and "Update a BSV" have been rewritten and repositioned after a new section headed "Working with BSV's".
CC79	Scheme Launch Process	Scheme Update	Scheme Update Type: Bank Account Rule	The "New Notation" screen image has been changed.
CC79	Scheme Launch Process	Additional Menu Options	Overview	The "Scheme List" screen image has been changed.
CC81	Scheme Launch Process	Additional Menu Options	Investments	The "Distribution Structure Details" screen has been replaced. Additional status codes have been included in the "Distribution Details" table.
CC79	Scheme Launch Process	Additional Menu Options	Notes	Minor wording changes. Some screen images have been changed.
CC79	Scheme Launch Process	Additional Menu Options	Scheme Membership Group Enquiry	The "Scheme List" screen image has been changed.
CC79	Scheme Launch Process	Additional Menu Options	Scheme Interface Enquiry	The "Scheme List" screen image has been changed.
CC81 CC91	Scheme Launch Process	Additional Menu Options	Reserve Distribution	Wording has been added to the first paragraph, and a cross-reference has been added. The "Distribution Structure Details" screen has been replaced. Wording and screen images have been changed under the headings "View distribution type" and "Define new distribution type". A new section headed "Delete distribution details" has been added. Additional status codes have been included in the "Distribution Details" table, and the definition of status has been repositioned in the table. An additional field has been added at the end of the table.
CC85	Scheme Launch Process	Umbrella Arrangements	Association of Scheme	This new topic has been added.
CC85	Scheme Launch Process	Umbrella Arrangements	Scheme Copy	This new topic has been added.
CC89	Monthly Member Data and Contribution Cycle	Payroll Processing and Field Conversion	Payroll processing	A paragraph about unique fields has been added.
CC89	Monthly Member Data and Contribution Cycle	Payroll Processing and Field Conversion	Validations	Another example of a format error has been added.
CC85	Monthly Member Data and Contribution Cycle	Underwriting	Underwriting	The screen image following the heading "Check the risk schedule" has been replaced.
CC88	Monthly Member Data and Contribution Cycle	Reports	All	Screen images have been changed.
CC88	Monthly Member Data and Contribution Cycle	Reports	Overview	Additional reports have been added to the list of reports.
CC88	Monthly Member Data and Contribution Cycle	Reports	Amendments by Type Report	This new topic has been added.
CC88	Monthly Member Data and Contribution Cycle	Reports	Transferred out Report	This new topic has been added.
CC88	Monthly Member Data and Contribution Cycle	Reports	Temporary Absence Report	This new topic has been added.
CC79	Capturing Bonus Rates and Unit Prices		Maintaining Unit Prices	Under the heading "Correcting a unit price", an information message has been added, and the "Unit Price Maintain" screen image has been changed.
CC79	Switching Process		Switching	The "Switch from Investments List" screen images have been changed. The field name "Date of Latest Unit Price" has changed in the table of definitions. The field name "Book Value" has been added to the table of definitions.
CC85	Switching Process		Member Investment Switches	The first screen image has been replaced.
CC85	Switching Process		Bulk Switches	The first screen image has been replaced.
CC79 CC85	Switching Process		Bulk Allocations	The first screen image has been replaced. The BULK_ALLOC_LIST screen image has been replaced.
CC79	Benefit Payment Processing		Overview	In the cross-reference under the heading "Member living annuities payable", the name of the sub-book has been changed.
CC79	Benefit Payment Processing		Claims Administration	The layout of this topic has been revised, and has been included in the new sub-book called "Claims Administration". Minor wording changes. Some screen images have been changed.
CC79	Benefit Payment Processing	Claims Administration	Various	This new sub-book has been added.
CC86	Benefit Payment Processing	Claims Administration	Benefit Payment Update Type: Adjust Benefit	Additional wording and screens have been included.
CC79	Benefit Payment Processing		Benefit Payment Authorisation	The layout of this topic has been revised. Minor wording changes. Some screen images have been changed.
CC79	Benefit Payment Processing		Defined Benefits	The layout of this topic has been revised, and has been included in the new sub-book called "Defined Benefits". Minor wording changes. Some screen images have been changed.
CC79	Benefit Payment Processing	Defined Benefits	Various	This new sub-book has been added.
CC79	Benefit Payment Processing		Death and Disability	The layout of this topic has been revised, and has been included in the new sub-book called "Death and Disability". Minor wording changes. Some screen images have been changed.
CC79	Benefit Payment Processing	Death and Disability	Various	This new sub-book has been added.
CC79	Benefit Payment Processing		Member Reinstatement	Some screen images have been changed.
CC102	Benefit Payment Processing	Member Living Annuity		This sub-book has been split into two sub-books called "Annuity Maintenance" and "Annuity Payments. These sub-books have been repositioned under a new book called "Annuities".
CC79	Annuities	Annuity Maintenance	Processing Benefit Payments for Retirals	Changes to the cross-referencing under the introductory note.
CC84	Annuities	Annuity Maintenance	Annuity Update Type: Investments	Screen images have been replaced, and wording has been changed accordingly.
CC79	Annuities	Annuity Maintenance	Annuity Update Type: Annuity Amount	A note has been added after the "New Member Payment Maintain" window. In the table of definitions below the "New Payment Detail Maintain" window, a note has been added to the description of "Effective Date".
CC79	Annuities	Annuity Maintenance	Annuity Update Type: Bank Accounts	A spelling error has been corrected.
CC79	Annuities	Annuity Maintenance	Annuity Update Type: Notes	Minor wording changes. Some screen images have been changed.
CC79 CC87	Annuities	Annuity Payments	Web Processes	A grammatical error has been corrected. Wording changes to the descriptions of "Effective Date", "Transaction Date" and "Proportionate Start" in the table of definitions. An explanatory note has been added after the table of definitions. The screen image of the IN.pensions Main Menu has been replaced.
CC92	Benefit Payment Processing		Cancel a Claim	Additional activities have been inserted in the table of accounting entries.
CC93	Accounting	Accounting Enquiries	Overview	The screen image of the IN.pensions Main Menu has been replaced.
CC85	Accounting	Accounting Enquiries	Business Transactions	The reference to "investment medium" has been removed.
CC85	Accounting	Accounting Enquiries	Trial Balance	The references to "investment medium" have been removed.
CC93	Accounting	Accounting Enquiries	Cash Flow Report	This new topic has been added.
CC94	Accounting	Cheque Management	Cheque Number Maintain	A note has been added just before the heading "Correction of incorrect cheque number".
CC93	Accounting	Bank Reconciliation	Overview	A cross-reference has been added.
CC94	Accounting	Bank Reconciliation	Process Reconciliation	A note has been added at the end of the topic.
CC94	Accounting	Bank Reconciliation	Manual Reconciliation	A note has been added above the heading "Complex matches".
CC93	Accounting		Closing a Financial Year	The screen image of the first IN.pensions Main Menu has been replaced. The Scheme List screen image has been replaced.
CC79 CC84	Member		All	The layout of these topics has been revised. Minor wording changes. Some screens have been changed.
CC79	Reporting Administration	All	Various	Most of the screen images have changed.
CC97 CC98	Reporting Administration		Overview	Two additional reports have been added to the listing (Reunitisation and Exit Values).
CC85	Reporting Administration	Business Transactions	Report	The note at the end of the topic has been removed.
CC85	Reporting Administration	Business Transactions	Balance Report	The note at the end of the topic has been removed.
CC85	Reporting Administration	Trial Balance	Summarised	The note following the first screen image has been removed.
CC85	Reporting Administration	Trial Balance	Detailed	The note following the first screen image has been removed.
CC80	Reporting Administration	Financial	Conversion Balancing	Wording has been changed to incorporate the amended method of accessing the report.
CC98	Reporting Administration	Financial	Reunitisation	This new topic has been added.
CC99	Reporting Administration	Exits	Exits Control List	This topic has been rewritten.
CC97	Reporting Administration	Exits	Exit Values	This new topic has been added.
CC100	Reporting Administration	Member	Expected Member Income	The "Expected Member Income Report" screen has changed. Additional names have been included in the list of columns. New wording and new screen images have been included.
CC82	Reporting Administration	Member	Benefit Statements	The Member Benefit Statement screen has been replaced, and additional text has been added.
CC87	Auxiliary Activities	Adding a New Income Type	Overview	The screen image of the IN.pensions Main Menu has been replaced.
CC87	Auxiliary Activities	Adding a New Income Type	Infrastructure: Create a new Income Type	In the opening sentence, the word "Infrastructure" has changed to "Global Data".
CC79 CC85 CC87	Auxiliary Activities	Adding a New Pay Centre	Adding a new Pay Centre (GUI)	The screen image of the IN.pensions Main Menu has been replaced. The first two screen images following the heading "Process the update type" have been replaced. Minor wording changes.
CC83	Auxiliary Activities	Data Conversion Utility	Overview	Additional data types have been added to the table.
CC83	Auxiliary Activities	Data Conversion Utility	Annexures	Annexure C: Addresses - this topic has been completed. Annexure C: Annuity Payment - this topic has been completed. Annexure C: Bank Accounts - this topic has been completed. Annexure C: Beneficiaries - this topic has been completed.
CC96	Supplements	Batch Programs	All	These topics have been reviewed and updated where necessary.
CC87	Supplements	Projections on Member Web Site	Parameters	The screen image of the IN.pensions Main Menu has been replaced. The Scheme List screen image has been replaced.
CC85	Supplements	Umbrella Arrangements	Umbrella Arrangements	This book has moved, and is now a sub-book under "Scheme Launch Process". The topic name has changed to "Overview". The last paragraph under the heading "Bank accounts" has been deleted. The following new headings have been added: "Accounting rule set", "Trial balance", "Bank reconciliation", "Distribution". An additional sentence has been added at the end of the text under the heading "Investments".

Member web site

Index	Book	Sub-book (if applicable)	Topic		Details of change
CC78 CC95	Member Web Site Access		First-time Registration	The "Registration Form" screen image has been changed, and wording immediately below it has been changed. The description of "Client Code" has been added to the table of fields. The description of "Role" in the table of fields has been changed.
CC79	Member Web Site		Overview	Minor wording change under the heading "Quotes".
CC82	Member Web Site		Member Details	The Member Benefit Statement screen has been replaced, and additional text has been added.