|
Index |
Book |
Sub-book |
Topic |
Details of change |
|
|
Introduction |
|
Navigation Principles |
An explanatory table has been added below the "IN.pensions Main Menu" screen image. |
|
CC188 |
Introduction |
Processes |
Recording of Person and Membership Details |
The cross-reference has been changed. |
|
CC180 CC188 |
Introduction |
Processes |
Member Administration |
Items have been added to the list of enquiries within the section headed "Enquiries on person and membership details". A cross-reference has been changed. |
|
CC182 CC192 |
System Setup |
Batch Runs |
Maintain Batch Schedule |
The "Batch Structures" screen image has been replaced, and the note below it has been removed. Items have been added to the first note within the section headed "Report Criteria". |
|
CC182 CC192 |
System Setup |
Batch Runs |
Batch Structure List |
The screen image has been replaced. |
|
CC179 |
System Setup |
Infrastructure |
Switch Phasing Rules |
A note has been added at the end of this topic. |
|
CC176 CC178 |
System Setup |
Investments |
Unit Price |
The "Investment Medium Unit Prices" screen images have been changed. The section headed "Investment advice" has been moved to form a new topic. |
|
CC176 |
System Setup |
Investments |
Investment Advice |
This new topic has been added. Wording in the opening paragraphs has changed. A note has been added within the table of options. |
|
CC177 |
Security |
External User Registration |
Registration |
Wording has been added to the Note under the explanation of "Role" in the table of registration form descriptions. |
|
CC201 CC204 |
Security |
Web Access Maintenance |
Changing your Password |
Some screen images have been changed, and relevant wording has been changed. A section headed "Password expired" has been added. |
|
CC201 CC202 |
Security |
Web Access Maintenance |
Forgotten your Details? |
Some of the web screen images, as well as the relevant wording, have been changed. A paragraph has been inserted above the Note within the section headed "Password". |
|
CC183 |
Scheme Launch Process |
Scheme Update |
Processing the Scheme Update |
An additional item has been added to the lists of update types. |
|
CC183 CC197 |
Scheme Launch Process |
Scheme Update |
Scheme Update Type: Maintain Scheme Benefit Rules |
Items have been added to the table of benefit types under the section headed "Benefit Product". An item has been added to the list of menu options preceding the note at the end of the section headed "Benefit product". Under the heading "Scale of benefits", the first screen image has been changed. Under the heading "Evidence of health", the first screen image has been changed. A screen image has been added at the start of the section headed "Factors". A section headed "Spouses and children" has been added. A screen image has been added at the start of the section headed "Defined Benefits", the "New Defined Benefits Retirals" screen image has been changed, relevant wording changes have been made in the table of descriptions below it, and an item has been added to the description of "Benefit Event". |
|
CC184 CC185 |
Scheme Launch Process |
Scheme Update |
Scheme Update Type: Life Cycle Switch |
The "Life Cycle Switching Rules" screen image has been replaced. Wording has been removed from the penultimate paragraph. |
|
CC183 |
Scheme Launch Process |
Scheme Update |
Scheme Update Type: Salary Table |
This new topic has been added. |
|
CC183 |
Scheme Launch Process |
Scheme Update |
Authorising the Process Update |
The "Scheme Update Type List" screen images have been replaced. |
|
CC186 |
Scheme Launch Process |
Additional Menu Options |
Benefit Statement Formats |
The "Benefit Statement Format Details" screen image has been replaced. In the table of field descriptions, a note has been added beneath "Fund Values", wording has been added to the explanation of "Show Potential Cover", and a new field "Projection Inflation" has been added. A note has been added below the table. |
|
CC188 |
Monthly Member Data and Contribution Cycle |
Capturing Membership Data |
Overview |
The cross-reference has been changed. |
|
CC188 |
Monthly Member Data and Contribution Cycle |
Capturing Membership Data |
New Employees |
A cross-reference has been changed. |
|
CC187 |
Monthly Member Data and Contribution Cycle |
Capturing Membership Data |
Investment Splits |
The first screen image has been replaced. |
|
CC197 |
Monthly Member Data and Contribution Cycle |
Underwriting |
Underwriting |
The first screen image within the section headed "Evidence of health" has been replaced. |
|
CC189 |
Monthly Member Data and Contribution Cycle |
Reports |
Amendments by Type Report |
The occupation screen image has been changed. |
|
CC178 |
Capturing Bonus Rates and Unit Prices |
|
Maintaining Unit Prices |
The "Investment Medium Unit Prices" screen images have been changed. |
|
CC176 |
Switching Process |
|
Overview |
A section headed "Differences between disinvestment advice and extracted file" has been added. |
|
CC172 |
Switching Process |
|
Bulk Switches |
A note has been added at the start of the section headed "Authorising bulk switches". Under the heading "Creating a new bulk switch", the screen image has been changed, and wording in the table of descriptions has changed accordingly. |
|
CC197 |
Benefit Payment Processing |
|
Capturing of Exit Notifications |
Screen images have been changed. A section headed "Spouses and children details" has been included within the section headed "Death details". |
|
CC207 |
Benefit Payment Processing |
|
Member Reinstatement |
The "Benefit Claim Request" screen image has been changed. |
|
CC207 |
Benefit Payment Processing |
|
Benefit Revision |
This new topic has been added. |
|
CC209 |
Annuities |
Annuity Maintenance |
Annuity Update Type: Annuity Amount |
The description for "Annuitant Status" has been amended in the table of descriptions below the "New Payment Detail Maintain" screen image. |
|
CC206 |
Annuities |
Annuity Payments |
Web Processes |
The screen image within the section headed "New" has been replaced, and the relevant wording changes have been made in the table of descriptions below it. Additional menu options have been included in the list under the heading "Schedules". The schedules have been removed from this topic and are included in a new sub-book called "Schedules". |
|
CC206 |
Annuities |
Annuity Payments |
|
A new sub-book called "Schedules" has been added. |
|
CC206 |
Annuities |
Annuity Payments > Schedules |
Unsuspended Annuitants |
This new topic has been added. |
|
CC206 |
Annuities |
Annuity Payments > Schedules |
Annual Tax Certificates |
This new topic has been added. |
|
CC200 |
Accounting |
Accounting Set Up |
Recommended Set-up Sequence |
The screen image has been changed. |
|
CC200 |
Accounting |
Accounting Enquiries |
Overview |
The screen image has been changed. |
|
CC200 |
Accounting |
Transactions |
Manual Accounting Transactions |
The first screen image has been changed. |
|
CC200 |
Accounting |
Transactions |
Allocations |
The first screen image has been changed. |
|
CC200 |
Accounting |
Cheque Management |
Cheque Number Maintain |
The first screen image has been changed. |
|
CC200 |
Accounting |
Bank Reconciliation |
Accessing the Bank Statement |
The first screen image has been changed. |
|
CC200 |
Accounting |
|
Closing a Financial Year |
The first two screen images have been changed. |
|
CC199 |
Member |
|
Members of a Scheme |
The screen image within the section headed "Accessing an existing member" has been replaced. A section headed "Changing the membership status" has been added. |
|
CC180 CC198 |
Member |
|
Membership Details |
A wording error has been corrected at the end of the opening paragraph below the heading "Liability Detail". The "List of Members for a Scheme/Pay Centre" screen images have been replaced in various places. New sections headed "Membership status" and "Occupation details" have been added. |
|
CC207 |
Member |
|
Member Benefit Payment Enquiry |
The "Benefit Claim Request" screen image has been changed. A section headed "Tools > Revise Benefit" has been added at the end of the topic. |
|
|
Reporting Administration |
|
|
The name of this book has been changed to "Reporting", and relevant changes have been made to the cross-references throughout the manual. |
|
CC181 CC198 |
Reporting Administration |
|
Overview |
Wording has been inserted above the list of reports. Additional reports have been added to the listing (Exits for Revision, Members at NRD). |
|
CC195 |
Reporting Administration |
|
Searching for Records |
The screen image has been changed, and wording has been added below it. |
|
CC182 |
Reporting Administration |
Exits |
Exits Control List |
The "Batch Structures" screen image has been replaced, the note below it has been removed, and wording has been corrected. |
|
CC182 |
Reporting Administration |
Exits |
Exit Values |
The "Batch Structures" screen image has been replaced, and the note below it has been removed. |
|
CC181 |
Reporting Administration |
Exits |
Exits for Revision |
This new topic has been added. |
|
CC198 |
Reporting Administration |
Exits |
Members at NRD |
This new topic has been added. |
|
CC191 CC193 CC194 CC203 CC210 |
Reporting Administration |
Member |
Benefit Statements |
A note has been added at the start of the topic. The topic has been reorganized within sections headed "View old statements", "View statements via the browser", "Print individual benefit statements", "Print all benefit statements" and "View statements that were created on the application server" and wording changes have been made accordingly. Some screen images have been changed. |
|
CC182 |
Reporting Administration |
General |
Valuation |
The "Batch Structures" screen image has been replaced, and the note below it has been removed. |
|
CC195 |
Reporting Administration |
General |
Error Log Report |
The "Error Log Report" screen image has been replaced and wording has been added below it. |
|
CC196 |
Preservation |
Preservation Funds |
Product and Scheme Selection |
A screen image and wording has been added at the start of this topic. The "Product Selection" screen image has been changed. |
|
CC196 |
Preservation |
Retirement Funds |
Product and Scheme Selection |
A screen image and wording has been added at the start of this topic. The "Product Selection" screen image has been changed. |
|
CC205 |
Auxiliary Activities |
Data Conversion Utility |
Using the Conversion Monitor |
A screen image has been added, two screen images have been replaced, and relevant wording changes have been made. |
|
CC205 |
Auxiliary Activities |
Data Conversion Utility |
Hash Totals |
The second sentence of the first paragraph has been removed. A correction has been made in reference to the screen name. |
|
CC205 |
Auxiliary Activities |
Data Conversion Utility |
Validation Errors |
Corrections have been made to the cross-references. |
|
CC205 |
Auxiliary Activities |
Data Conversion Utility |
Reject Flow |
The first two screen images have been changed. Wording has been deleted. |
|
CC205 |
Auxiliary Activities |
Data Conversion Utility |
Archive Flow |
The first two screen images have been changed. Wording has been deleted. |
|
CC205 |
Auxiliary Activities |
Data Conversion Utility |
Flow History |
A Note has been added at the end of the topic. |
|
CC180 CC198 CC205 |
Auxiliary Activities |
Data Conversion Utility |
Annexures |
Annexure C: Annuity Payment – a correction has been made to the cross-reference. Annexure C: Bank Accounts - a correction has been made to the cross-reference. Annexure C: Beneficiaries - a correction has been made to the cross-reference. Annexure C: Liabilities - the "List of Members for a Scheme/Pay Centre" screen image has been replaced. Annexure C: Member Financial - a correction has been made to the cross-reference. Annexure C: Pensionable Service Dates – the "List of Members for a Scheme/Pay Centre" screen image has been replaced. Annexure C: Salary History – the "List of Members for a Scheme/Pay Centre" screen image has been replaced. |
|
CC190 CC194 |
Auxiliary Activities |
Document Customization Process |
Customization |
Wording has been added to the note at the end of the section headed "Benefit Statement", and another note has been added. |
|
CC194 CC208 |
Auxiliary Activities |
Document Customization Process |
Setting up Folder and Directory Structures |
Wording has been changed under point 1 under the heading "Notes". |
|
CC200 |
Supplements |
Accounting Interfaces |
|
This new sub-book has been added. |
|
Index |
Book |
Sub-book |
Topic |
Details of change |
|
CC201 |
Member Web Site Access |
|
Accessing the Web Site |
The screen images have been changed. |
|
CC201 CC204 |
Member Web Site Access |
|
Changing your Password |
Some screen images have been changed, and relevant wording has been changed. A section headed "Password expired" has been added. |
|
CC201 CC202 |
Member Web Site Access |
|
Forgotten your Details |
Some of the web screen images, as well as the relevant wording, have been changed. A paragraph has been inserted above the Note within the section headed "Password". |
|
CC177 CC201 |
Member Web Site Access |
|
First-time Registration |
The "Registration Form" screen image has been changed. Wording has been added to the explanation of "Role" in the table of registration form descriptions. |
|
CC191 CC194 CC203 |
Member Web Site |
|
Member Details |
Under the heading "Benefit Statement", the benefit statement screen images have been replaced. |