|
Index |
Book |
Sub-book |
Topic |
Details of change |
|
CC172 |
Introduction |
Processes |
Scheme Administration |
An additional item has been added to the list below the headings "Scheme data includes:" and "Scheme updates". A section headed "Life cycle switch" has been added. |
|
CC172 |
System Setup |
|
Overview |
Under the heading "Infrastructure", the "IN.pensions Main Menu" screen image has been changed. |
|
CC168 CC173 |
System Setup |
Batch Runs |
Maintain Batch Schedule |
A note has been added, and changes have been made to the list of batch groups, in the table within the section headed "Schedule a batch run". Screen images and a note have been added within the text under the heading "Report criteria". |
|
CC168 |
System Setup |
Batch Runs |
Batch Structure List |
The screen image has been changed. |
|
CC172 |
System Setup |
Infrastructure |
Overview |
The "IN.pensions Main Menu" screen image has been replaced. An additional heading has been added at the end of the topic. |
|
CC162 |
System Setup |
Infrastructure |
Authorisation Rules |
Additional wording and a cross-reference has been added under the heading "Purpose". A section headed "Validation examples" has been added at the end of the topic. |
|
CC172 |
System Setup |
Infrastructure |
Switch Phasing Rules |
This new topic has been added. |
|
CC162 |
Security |
External User Registration |
Data Level Security |
A screen image and relevant text has been added before the section headed "Maintain team details". |
|
CC170 |
Scheme Launch Process |
Infrastructure Requirements |
Investment Medium |
In the table of descriptions under the heading "Details", the explanation of "Notice Period" has been reworded. |
|
CC172 |
Scheme Launch Process |
Infrastructure Requirements |
New Corporate Client |
The "IN.pensions Main Menu" screen image has been replaced. |
|
CC172 |
Scheme Launch Process |
Scheme Update |
All |
The "Scheme Update Type List" screen images have been replaced. |
|
CC172 |
Scheme Launch Process |
Scheme Update |
Processing the Scheme Update |
The "Scheme List" screen image has been replaced. An additional item has been added to the list of menu options. |
|
CC172 |
Scheme Launch Process |
Scheme Update |
Scheme Update Type: Membership Group |
The "Scheme Membership Group List" screen image has been replaced, and the text below it has been rearranged into sections headed "Benefit", "Contrib" and "Investment". A note has been added to the table within the section headed "Associate portfolio to investment membership group". |
|
CC171 CC172 CC173 CC175 |
Scheme Launch Process |
Scheme Update |
Scheme Update Type: Maintain Scheme Benefit Rules |
The "Scheme List" screen image has been replaced. Under the section headed "Evidence of health", the "Benefit Risk Product EOH Limit Maintain" screen image has been replaced, and wording in the table below it has been amended accordingly. An item has been added to the tables within the sections headed "Define the benefit packages linked to each event" and "Using formulae and operands", and minor wording changes. Screen images have been changed within the section headed "Defining formulae on the system ". In the table of descriptions under the section headed "Defined benefits", some of the explanations under "Late Retirement" have been reworded. The section headed "Coding of the ACCRUAL CONTINUATION AFTER NRD field" has been removed, and a cross-reference has been inserted. |
|
CC171 |
Scheme Launch Process |
Scheme Update |
Examples of Coding for DB Late Retirement |
This new topic has been added. |
|
CC172 |
Scheme Launch Process |
Scheme Update |
Scheme Update Type: Life Cycle Switch |
This new topic has been added. |
|
CC172 |
Scheme Launch Process |
Additional Menu Options |
Overview |
An item has been removed from the list of menu options. The "Scheme List" screen image has been replaced. |
|
CC147 CC172 |
Scheme Launch Process |
Additional Menu Options |
Benefit Statement Formats |
The "Scheme List" screen image has been replaced. The "Benefit Statement Format Details" screen image has been replaced, and relevant changes have been made to the table of field descriptions below it. |
|
CC172 |
Scheme Launch Process |
Additional Menu Options |
Scheme Membership Group Enquiry |
The "Scheme List" screen image has been replaced. |
|
CC172 |
Scheme Launch Process |
Additional Menu Options |
Scheme Interface Enquiry |
The "Scheme List" screen image has been replaced. |
|
CC175 |
Monthly Member Data and Contribution Cycle |
Underwriting |
Underwriting |
The last screen image within the section headed "Evidence of health" has been replaced. |
|
|
Monthly Member Data and Contribution Cycle |
Income Administration |
Expense Calculation and Billing |
A spelling error has been corrected under the heading "Select expenses". |
|
CC174 |
Monthly Member Data and Contribution Cycle |
Reports |
Overview |
Two opening paragraphs have been inserted at the start of the topic. Asterisks have been added alongside certain reports in the list, and a footnote has been inserted below it. |
|
CC159 |
Switching Process |
|
Member Investment Switches |
In the list of column names beneath the Excel screen image, a name has been corrected. |
|
CC169 |
Benefit Payment Processing |
|
Overview |
The "Benefit Payment Update" screen images have been replaced. A section headed "Claim results" has been added. The heading "Benefit amount breakdown" has been renamed "Benefit breakdown amount". A section headed "Outstanding contributions" has been added. |
|
CC168 |
Benefit Payment Processing |
|
Printing Quotations and Projections |
This new topic has been added. |
|
CC168 |
Benefit Payment Processing |
|
Benefit Quotations |
Screen images have been changed and relevant text has been amended accordingly. |
|
CC168 |
Benefit Payment Processing |
|
Benefit Projections |
Text below the first screen image has been reworded. Notes have been added in the table of details. Minor wording changes. |
|
CC168 |
Benefit Payment Processing |
|
Capturing of Exit Notifications |
Screen images have been changed and relevant text has been amended accordingly. |
|
CC169 |
Benefit Payment Processing |
Claims Administration |
Various |
The "Benefit Payment Update" screen images have been replaced. |
|
CC169 |
Benefit Payment Processing |
|
Benefit Payment Authorisation |
The "Benefit Payment Update" screen image has been replaced. |
|
CC169 |
Benefit Payment Processing |
Defined Benefits |
Various |
The "Benefit Payment Update" screen images have been replaced. |
|
CC169 |
Benefit Payment Processing |
Death and Disability |
Various |
The "Benefit Payment Update" screen images have been replaced. |
|
CC169 |
Benefit Payment Processing |
|
Cancel a Claim |
The "Benefit Payment Update" screen image has been replaced. |
|
CC165 CC166 |
Annuities |
Annuity Maintenance |
Annuity Update Type: Annuity Amount |
Screen images have been changed. Headings have been inserted within the text ("Add new details", "Update payment details" and "Update relationship details") and relevant wording changes have been made. Descriptions for "Annuitant Status", "End Date", "Suspension Reason" and "Certificates" have been amended in the table of descriptions below the "New Payment Detail Maintain" screen image. |
|
CC165 |
Annuities |
Annuity Maintenance |
Annuity Update Type: Beneficiaries |
Under the heading "Annuity payment", screen images have been changed. |
|
CC175 |
Annuities |
Annuity Payments |
Web Processes |
The second screen image under the heading "Third Party Payment" has been changed, and relevant changes have been made to the list of columns below it. |
|
CC172 |
Accounting |
|
Closing a Financial Year |
The "Scheme List" screen image has been replaced. |
|
CC175 |
Member |
|
Finding Members |
Wording and screen images have been added at the end of this topic. |
|
CC174 |
Reporting Administration |
All |
|
Most of the screen images have been changed (to include the new menu item called Payroll). |
|
CC147 CC173 CC174 |
Reporting Administration |
|
Overview |
Two opening paragraphs have been inserted at the start of the topic. A report has been removed from the listing (Print Benefit Statements), and a report has been added (Valuation). A new range of reports has been added (Payroll). |
|
CC173 |
Reporting Administration |
Exits |
Exits Control List |
A note has been added below the "Batch Structures" screen image. |
|
CC173 |
Reporting Administration |
Exits |
Exit Values |
A note has been added below the "Batch Structures" screen image. |
|
CC147 |
Reporting Administration |
Member |
Benefit Statements |
This topic has been rewritten. |
|
CC147 |
Reporting Administration |
Member |
Print Benefit Statements |
This topic has been removed. |
|
CC173 |
Reporting Administration |
General |
Valuation |
This new topic has been added. |
|
CC174 |
Reporting Administration |
Payroll |
|
This new sub-book has been added. |
|
CC163 |
Preservation |
Retirement Funds |
Overview |
This topic has been reworded. |
|
CC172 |
Auxiliary Activities |
Adding a New Income Type |
Overview |
The "IN.pensions Main Menu" screen image has been replaced. |
|
CC172 |
Auxiliary Activities |
Adding a New Income Type |
Add a new Income Type to a Scheme (GUI) |
The "Scheme Update Type List" screen image has been replaced. |
|
CC172 |
Auxiliary Activities |
Adding a New Pay Centre |
Adding a new Pay Centre (GUI) |
The "IN.pensions Main Menu" screen image has been changed. The "Scheme List" screen image has been replaced. |
|
CC147 |
Auxiliary Activities |
Document Customization Process |
|
The name of this sub-book has changed to "Document Customization". |
|
CC147 |
Auxiliary Activities |
Document Customization Process |
Overview |
Minor punctuation changes. |
|
CC147 |
Auxiliary Activities |
Document Customization Process |
Customization |
The section headed "Benefit Statement" has been revised. |
|
CC147 |
Auxiliary Activities |
Document Customization Process |
Setting up Folder and Directory Structures |
Under the heading "Notes", point 1 has been revised. |
|
CC167 |
Supplements |
Projections on Member Web Site |
Parameters |
Minor wording changes in the second paragraph and in the table of parameters, and a note has been added below the table. The "Scheme List" screen image has been replaced. |
|
Index |
Book |
Sub-book |
Topic |
Details of change |
|
CC147 |
Member Web Site |
|
Member Details |
The section headed "Benefit Statement" has been rewritten. |
|
CC167 CC168 |
Member Web Site |
|
Quotes |
A section headed "Printing results" has been added, and references to this section have been included where relevant. Screen images have been changed. Notes have been added to the section headed "New quotes". Text has been added to the table of field descriptions, minor wording changes, and the position of some items in the table has been resequenced. Minor wording changes in the section headed "Do another projection". |