|
Index |
Book |
Sub-book |
Topic |
Details of change |
|
CC138 CC140 |
Introduction |
|
Navigation Principles |
A note has been added after the opening paragraph. The example under the "IN.pensions Main Menu" screen image has been removed, and a new section headed "On-line user manual" has been added at the end of the topic. |
|
CC147 |
Introduction |
Processes |
Scheme Administration |
An additional item has been added to the list below the heading "Scheme data includes:". A section headed "Benefit statement formats" has been added. |
|
CC150 |
Introduction |
Processes |
Member Administration |
Wording has been added to the paragraph below the heading "Enquiries on person and membership details". |
|
CC147 |
System Setup |
Batch Runs |
Maintain Batch Schedule |
Under the heading "Schedule a batch run", the "Batch Structures" screen image has been changed. The section headed "Report criteria" has been rewritten. |
|
CC160 |
System Setup |
Investments |
Overview |
Wording has been added to the first paragraph under the heading "Unit Prices". |
|
CC160 |
System Setup |
Investments |
Unit Price |
The "Unit Price Maintenance" screen image has been changed, and the relevant wording changes have been made in and below the table of descriptions below it. An additional option has been included in the table of options under the heading "Investment medium unit prices". Under the heading "Unit price maintain" the screen image has been changed. New sections headed "Bulk investment medium unit prices" and "Bulk unit price maintenance" have been added. |
|
CC127 CC142 |
Security |
Functional Security |
Templates |
A note has been added after the "Template List" screen image. A spelling error has been corrected under the heading "Modifying a template". A new section headed "Adding transactions to a template" has been included before the section headed "Search facility". |
|
CC128 |
Security |
External User Registration |
Overview |
The opening paragraph has been split to include a new section headed "Accesses per role", and existing text has been positioned under a heading "Registration steps per role". Wording has been changed to include a role of General, and the table of roles has been changed accordingly. |
|
CC128 CC153 |
Security |
External User Registration |
Registration |
The "Registration Form" screen image has been changed. Wording has been added to the Note under the explanation of "Role" in the table of registration form descriptions. The "IN.pensions Main Menu" screen image has been changed. |
|
CC126 |
Security |
External User Registration |
Data Level Security |
Screen images have been changed under the heading "Assign user to a team", and a wording error has been corrected. A new section headed "Maintain team details" has been included at the end of the topic. |
|
CC153 |
Security |
Web Access Maintenance |
Forgotten your Details? |
The "Logon Form" screen image has been changed. |
|
CC147 |
Scheme Launch Process |
Scheme Update |
Processing the Scheme Update |
The "Scheme List" screen image has been replaced. |
|
CC157 |
Scheme Launch Process |
Scheme Update |
Scheme Update Type: Financial Period Calendar |
In the table of descriptions under the heading "Setting Open On and Close On dates and times", a note has been added to the description of "Close On Date/Time". |
|
CC154 |
Scheme Launch Process |
Scheme Update |
Scheme Update Type: Investments |
Under the heading "Distribution", the "New Distribution" screen image has been changed, and relevant wording changes have been made in the table of descriptions below it. |
|
CC147 CC149 |
Scheme Launch Process |
Scheme Update |
Scheme Update Type: Maintain Scheme Benefit Rules |
The "Scheme List" screen image has been replaced. Under the heading "Defined Benefits", the "New Defined Benefit Retirals" screen image has been changed, and relevant wording changes have been made in the table of descriptions below it, and in the paragraph headed "Coding of the ACCRUAL CONTINUATION AFTER NRD field". The note below the table of descriptions has been removed. A paragraph headed "Late retirement benefits calculation" has been added. |
|
CC147 |
Scheme Launch Process |
Additional Menu Options |
Overview |
An additional item has been added to the list of menu options. The "Scheme List" screen image has been replaced. |
|
CC154 |
Scheme Launch Process |
Additional Menu Options |
Investments |
Under the heading "Create new distribution detail ", the "New Distribution" screen image has been changed, relevant wording changes have been made in the table of descriptions below it, and wording has been added below the table. |
|
CC147 |
Scheme Launch Process |
Additional Menu Options |
Benefit Statement Formats |
This new topic has been added. |
|
CC147 |
Scheme Launch Process |
Additional Menu Options |
Scheme Membership Group Enquiry |
The "Scheme List" screen image has been replaced. |
|
CC147 |
Scheme Launch Process |
Additional Menu Options |
Scheme Interface Enquiry |
The "Scheme List" screen image has been replaced. |
|
CC150 |
Monthly Member Data and Contribution Cycle |
Income Administration |
Checking Member Movements |
The "IN.pensions Main Menu" screen image has been changed. |
|
CC160 |
Capturing Bonus Rates and Unit Prices |
|
Maintaining Unit Prices |
Wording has been added to the opening paragraph, the "Unit Price Maintenance" screen image has been changed, and relevant wording changes have been made in the table of descriptions below it. Wording has been added under the heading "Adding a new unit price". A new section headed "Adding a new bulk unit price" has been added. |
|
CC150 CC159 |
Switching Process |
|
Switching |
The "IN.pensions Main Menu" screen image has been changed. The "Switch from Investments List" screen images have been changed, and relevant wording changes have been made in the table of descriptions below it. |
|
CC150 |
Switching Process |
|
Member Switch History |
The "IN.pensions Main Menu" screen image has been changed. |
|
CC150 CC159 |
Switching Process |
|
Member Investment Switches |
The "IN.pensions Main Menu" screen image has been changed. Under the heading "Extract switches", some Excel screen images have been removed, and a list of columns has been added. |
|
CC159 |
Switching Process |
|
Bulk Switches |
The "Bulk Switch" screen images have been replaced. Under the heading "Creating a new bulk switch", the "New Bulk Switch" screen image has been replaced, and wording has been added to the description of "Portfolio" in the table of descriptions below it; wording has been inserted below the "Transfer to Available Investments" screen image. |
|
CC159 |
Switching Process |
|
Bulk Allocations |
Various screen images have been changed, and references to those screen names have been changed accordingly in the text. |
|
CC126 |
Benefit Payment Processing |
|
Overview |
A cross-reference has been included under the heading "Authorisation of benefit claim". |
|
CC144 |
Benefit Payment Processing |
|
Capturing of Exit Notifications |
A note has been added after the first paragraph under the heading "Complete a claim". |
|
CC153 |
Benefit Payment Processing |
|
Selecting Members on the Web |
Wording has been added to the opening paragraph. |
|
CC158 |
Benefit Payment Processing |
|
Benefit Projections |
Under the heading "New projection", the screen images have been changed, and wording in the table of descriptions has changed accordingly. Under the heading "Benefit projection results", wording has been inserted in the first paragraph, the screen image has been changed, and a note has been added. The heading "Do another projection" has changed to "Perform another projection". Under the heading "Projection graphs", the first screen image has been changed, and wording has been added below it. Under the heading "Projection enquiry", the "Benefit Projection" screen image has been changed. |
|
CC152 |
Benefit Payment Processing |
|
Capturing of Exit Notifications |
Wording has been added to the table of descriptions for "Prior Claim Details". The first screen image under the heading "Payment allocation" has been changed, and relevant wording changes have been made in the table of descriptions below it. |
|
CC150 |
Benefit Payment Processing |
Claims Administration |
Overview |
The "IN.pensions Main Menu" screen image has been changed. |
|
CC152 |
Benefit Payment Processing |
Claims Administration |
Benefit Payment Update Type: Payment Details |
A note has been added after the first screen image. The "Payment Allocation" window has been changed, and relevant wording changes have been made in the table of descriptions below it. A note has been added below the table. |
|
CC152 |
Benefit Payment Processing |
Claims Administration |
Benefit Payment Update Type: Prior Claims |
A note has been added at the end of the topic. |
|
CC152 |
Benefit Payment Processing |
Claims Administration |
Benefit Payment Update Type: Tax Directive |
Wording changes have been made at the end of the topic. |
|
CC152 |
Benefit Payment Processing |
Claims Administration |
Benefit Payment Update Type: Benefit Payable |
A note has been added after the first screen image. |
|
CC146 CC150 |
Benefit Payment Processing |
|
Benefit Payment Authorisation |
The "Authorisation" screen images have been changed. The "Find" screen image has been changed. The screen image of the menu at the end of the topic has been changed. |
|
CC146 |
Benefit Payment Processing |
|
Member Reinstatement |
The "Benefit Claims Request" screen image has been changed. |
|
CC151 |
Annuities |
Annuity Maintenance |
Overview |
The reference under the note has been removed. |
|
CC151 |
Annuities |
Annuity Maintenance |
Processing the Annuity Update |
Minor wording change in the first paragraph. |
|
CC133 |
Annuities |
Annuity Maintenance |
Annuity Update Type: Beneficiaries |
The "Annuity Beneficiary" screen images have been replaced. |
|
CC134 CC135 CC136 CC151 |
Annuities |
Annuity Payments |
Web Processes |
Under the heading "New", minor wording changes have been made in the table of descriptions. Under the heading "Schedules", a note has been added after the list of schedules; the second screen image under Payment Schedule has been changed, and changes have been made to the list of columns; the second screen image under Bank Transfer – Annuities has been changed, and changes have been made to the list of columns; the text for Reconciliation Report has been completed; the second screen image under Third Party Payment has been changed, and a list of columns has been added. Under the heading "Transactions", two screen images have been changed. |
|
CC157 |
Accounting |
|
Dates and Times |
A note has been added to the paragraph headed "Transaction Date". Wording has been added to the paragraph headed "Income Processing". |
|
CC161 |
Accounting |
Accounting Set Up |
Business Transaction Maintain |
The screen image under the heading "Business Transaction Type Details" has been changed. |
|
CC161 |
Accounting |
Accounting Enquiries |
Business Transactions |
The first screen image under the heading "Business transaction list" has been changed. |
|
CC161 |
Accounting |
Accounting Enquiries |
Trial Balance |
The second screen image has been changed. Screen images under the headings "Example of a summarised trial balance" and "Example of a detailed trial balance" have been changed. |
|
CC161 |
Accounting |
Accounting Enquiries |
Cash Flow Report |
The second screen image has been changed. The screen image under the heading "Example of a cash flow report " has been changed, and a note has been added below it. |
|
CC161 |
Accounting |
Bank Reconciliation |
Capturing Bank Statement Details |
A note has been added to the definition of "Transaction Amount" in the table of descriptions. |
|
CC156 |
Accounting |
Bank Reconciliation |
Process Reconciliation |
A note has been inserted below the "Bank Reconciliation Date" window, and additional warning messages have been explained. |
|
CC156 |
Accounting |
Bank Reconciliation |
Manual Reconciliation |
A note has been inserted below the "Bank Reconciliation Date" window, and additional warning messages have been explained. |
|
CC132 CC156 CC161 |
Accounting |
Bank Reconciliation |
Reconciliation Reports |
A note has been inserted below the "Bank Reconciliation Date" window, and additional warning messages have been explained. The screen image under the heading "Summary report" has been changed, and a note has been added below it. The screen image under the heading "Detailed report" has been changed. |
|
CC147 CC157 CC161 |
Accounting |
|
Closing a Financial Year |
A step has been added to the list under the heading "Overview". A section headed "Provisionally close the financial period / year" has been added. The "Scheme List" screen image has been replaced. The first note under the heading "Produce a trial balance" has been removed. |
|
CC150 |
Member |
|
Persons |
The "IN.pensions Main Menu" screen image has been changed. Under the heading "Finding a specific person", a wording error has been corrected, the "Find" screen image has been changed, and relevant wording changes have been made in the table below it. |
|
CC150 |
Member |
|
Finding Members |
A heading "Members of a scheme" has been inserted at the start of this topic. The "IN.pensions Main Menu" screen image has been changed. A new section headed "Members for an employer" has been added. |
|
CC146 CC152 |
Member |
|
Member Benefit Payment Enquiry |
The "Benefit Claim Requests" screen image has been changed, and text has been added below it. The "Payment Allocation" screen image has been changed. |
|
CC139 |
Reporting Administration |
All |
|
Most of the screen images have been changed (to include the new menu item called General). |
|
CC137 CC139 CC147 |
Reporting Administration |
|
Overview |
Additional reports have been added to the listing (Print Benefit Statements, Upload Bulk Switch File, Error Log Report). |
|
CC139 |
Reporting Administration |
|
Accessing the Reports |
The screen image at the end of the topic has been removed, and text has been changed accordingly. |
|
CC131 |
Reporting Administration |
Business Transactions |
Report |
Changes have been made to the list of columns and search criteria. |
|
CC131 |
Reporting Administration |
Business Transactions |
Balance Report |
Changes have been made to the list of columns and search criteria. |
|
CC139 |
Reporting Administration |
Financial |
Reunitisation |
A change has been made to the list of columns. |
|
CC132 |
Reporting Administration |
Member |
Benefit Statements |
An item has been added to the list of columns. |
|
CC147 |
Reporting Administration |
Member |
Print Benefit Statements |
This new topic has been added. |
|
CC141 |
Reporting Administration |
Member |
Member Investment Values |
This topic has been revised. |
|
CC132 |
Reporting Administration |
Member |
Member Switches |
An item has been added to the list of columns. |
|
CC147 |
Reporting Administration |
Member |
Authorise Benefit Statements |
A section headed "Financial period calendar validation" has been added at the end of the topic. |
|
CC137 |
Reporting Administration |
Member |
Upload Bulk Switch File |
This new topic has been added. |
|
CC139 |
Reporting Administration |
General |
|
This new sub-book has been added. |
|
CC147 |
Auxiliary Activities |
Adding a New Pay Centre |
Adding a new Pay Centre (GUI) |
The "Scheme List" screen image has been replaced. |
|
CC124 |
Auxiliary Activities |
Data Conversion Utility |
Using the Conversion Monitor |
The screen images have been changed. A note has been added at the end of the topic. |
|
CC125 CC129 CC130 CC133 |
Auxiliary Activities |
Data Conversion Utility |
Annexures |
Annexure C: Annuity Payment – fields have been added at the end of the detail record. Annexure C: Beneficiaries – the "Annuity Beneficiary" screen image has been replaced. Annexure C: Member Financial – in the detail record, field name no. 3 has been changed. Annexure C: Payroll – in the detail record, the field size for ID Number has been changed, and the start and end positions of the fields that follow have been changed accordingly. Field no. 22 has been removed. |
|
CC159 |
Supplements |
Batch Programs |
Batch Jobs |
A note has been inserted within the section headed "B_JU3AC_SWITCHING". A note has been inserted within the section headed "B_JU3AM_ANNUAL_BONUS". |
|
CC143 |
Supplements |
Batch Programs |
Output Jobs |
A correction has been made to a job name (No. 5). |
|
CC147 CC148 CC158 |
Supplements |
Projections on Member Web Site |
Parameters |
A missing word has been inserted after the first paragraph. An additional item (Inflation Rate) has been added to the table of parameters. In the table under the heading "Additional parameters (not displayed)", an explanation for retirement dates has been included. A cross-reference has been included under the heading "Default parameter values". The "Scheme List" screen image has been replaced. |
|
CC138 |
Supplements |
System Messages |
|
This new sub-book has been added. |
|
Index |
Book |
Sub-book |
Topic |
Details of change |
|
CC153 |
Member Web Site Access |
|
Forgotten your Details? |
The "Logon Form" screen image has been changed. |
|
CC153 |
Member Web Site Access |
|
First-time Registration |
The "Registration Form" screen image has been changed, and a paragraph has been added below it. Wording has been added to the explanation of "Role" in the table of descriptions. |
|
CC145 CC159 |
Member Web Site |
|
Overview |
Screen images have been changed. |
|
CC145 CC146 |
Member Web Site |
|
Investment Details |
A note has been added after the heading "Investment balances". A heading "Unitised portfolio" has been added. Screen images have been changed. A note has been added after the "Investment Balances per Portfolio" screen image. A section headed "Interest portfolio" has been added. |
|
CC159 |
Member Web Site |
|
Investment Information |
The screen image has been changed. |
|
CC145 CC155 CC159 |
|
|
Switches |
Screen images have been changed. Wording and a note has been added after the "Investment Balances per Portfolio" screen image. Under the heading "Pending switches", the "Pending Investment Switch Detail" screen images have changed, and relevant surrounding text has been changed accordingly. |
|
CC148 |
Member Web Site |
|
Quotes |
Wording changes have been made under the headings "New quotes" and "New projection". |