Release 4.1.5

Index

Book

Sub-book
(if applicable)

Topic

Details of change

CC112

Introduction

 

Navigation Principles

The web access menu has been changed.

CC112

Introduction

Processes

Recording of Person and Membership Details

A note has been added to the first paragraph.

CC112

Introduction

Processes

Member Administration

A section headed "Individual investment funds" has been added.

A cross-reference has been added at the end of the topic.

CC122

Security

External User Registration

Registration

The "Client List" screen image has been replaced.

CC112

Scheme Launch Process

Infrastructure Requirements

New Corporate Client

Items have been added to the explanation of "Type" in the table descriptions.

CC122

Scheme Launch Process

Infrastructure Requirements

Pay Centre Contact Person Details

The "Client List" screen image has been replaced.

CC112

Scheme Launch Process

Scheme Update

Processing the Scheme Update

The "Scheme List" screen image has been replaced.

CC112

Scheme Launch Process

Scheme Update

Scheme Update Type: Maintain Scheme Benefit Rules

The "Scheme List" screen image has been replaced.

CC112

Scheme Launch Process

Additional Menu Options

Overview

An item has been added to the list.

The "Scheme List" screen image has been replaced. 

CC112

Scheme Launch Process

Additional Menu Options

Financial Advisors

This new topic has been added. 

CC112

Scheme Launch Process

Additional Menu Options

Scheme Membership Group Enquiry

The "Scheme List" screen image has been replaced. 

CC112

Scheme Launch Process

Additional Menu Options

Scheme Interface Enquiry

The "Scheme List" screen image has been replaced. 

CC112

Monthly Member Data and Contribution Cycle

Capturing Membership Data

Overview

A note has been added to the first paragraph. 

CC112

Monthly Member Data and Contribution Cycle

Capturing Membership Data

New Employees

A note has been added under the heading "Membership". 

CC115

Benefit Payment Processing

Claims Administration

Overview

A note has been added before the first "Membership Reinstatement" screen image.

CC122

Benefit Payment Processing

 

Benefit Payment Authorisation

The "Client List" screen images have been replaced.

CC114

Benefit Payment Processing

Death and Disability

Benefit Payment Update Type: Death

The "Benefit Payment Update" screen image has been replaced.

CC114

Benefit Payment Processing

Death and Disability

Benefit Payment Update Type: Disability

The "Benefit Payment Update" screen image has been replaced.

CC114

Benefit Payment Processing

 

Cancel a Claim

The "Benefit Payment Update" screen image has been replaced.

CC115

Benefit Payment Processing

 

Member Reinstatement

A note has been added before the "Membership Reinstatement" screen image.

CC113

Annuities

Annuity Maintenance

Various

The "Annuity Update" screen image has been replaced.

CC113

Annuities

Annuity Maintenance

Processing Benefit Payments for Retirals

Reference to Switching has been removed.

CC113

Annuities

Annuity Maintenance

Annuity Update Type: Switching

This topic has been removed.

CC119

CC120

Annuities

Annuity Maintenance

Annuity Update Type: Annuity Amount

The "Member Payment Maintain" screen images have been replaced.

Additional wording and a note has been added after the first group of "Member Payment Maintain" screen images.

CC111

CC119

CC122

Annuities

Annuity Maintenance

Annuity Update Type: Beneficiaries

The "Annuity Beneficiary", "Client List", "Beneficiary Payment Maintain" and "Deduction Payment Maintain" screen images have been replaced.

Minor changes under the section headed "Deductions".

CC113

Annuities

Annuity Maintenance

Annuity Update Status

The cross-reference at the end of the topic has been corrected.

CC117

CC121

Annuities

Annuity Payments

Web Processes

Screen images have been replaced.

In the table of definitions under the heading "New", an additional value has been included for the description of "Type".

Under the heading "Schedules", items have been added to the list, some report names have changed, the sequence of reports has changed, and explanations have been added for the new reports.

Minor wording changes under the heading "Transactions".

CC112

Accounting

 

Closing a Financial Year

The "Scheme List" screen image has been replaced.

CC122

CC123

Member

 

Persons

Wording has been added to the opening paragraph.

The "Client List" screen images have been replaced.

The heading "Viewing a list of relationships" had been renamed to "Viewing a list of person relationships".

A section headed "Viewing a list of organisation relationships" has been added.

 

Member

 

Member Investment Enquiries

The cross-reference at the end of the section headed "Investment allocation" has been corrected.

CC113

Member

 

Annuity Details

The second "Annuity Update" screen image has been replaced.

The cross-reference has been corrected.

CC118

Reporting Administration

 

Overview

An additional report has been added to the listing (Contribution Reconciliation)

 

Reporting Administration

 

Accessing the Reports

A correction has been made to the name of this topic.

CC118

Reporting Administration

Financial

Contribution Reconciliation

This new topic has been added.

CC112

 

Preservation

Preservation Funds

 

This new sub-book has been added.

CC116

Preservation

Retirement Funds

 

This new sub-book has been added.

CC112

Auxiliary Activities

Adding a New Pay Centre

Adding a new Pay Centre (GUI)

The "Scheme List" screen image has been replaced.

CC111

CC119

Auxiliary Activities

Data Conversion Utility

Annexures

 

Annexure C: Annuity Payment - the "Member Payment Maintain" screen image has been replaced.

Annexure C: Beneficiaries - the "Annuity Beneficiary" screen image has been replaced.

Under the heading "Input file layout" for each of the following topics, the attributes for "Initials" and "IDnumber" (under "Detail record") have been changed from O to M:

Annexure C: Addresses

Annexure C: Annuity Payment

Annexure C: Bank Accounts

Annexure C: Beneficiaries

CC112

Supplements

 

Projections on Member Web Site

Parameters

The "Scheme List" screen image has been replaced.

CC112

Supplements

Scheme Launch Coding Sheet

Scheme

A section headed "Financial Advisors" has been added.