Index |
Book |
Sub-book |
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. |