|
Index |
Book |
Sub-book |
Topic |
Details of change |
|
CC296
|
Introduction |
|
Overview of IN.pensions |
A section headed "Summary of features" has been added. The heading "IN.pensions comprises several fully integrated components" has been changed to "Components". |
|
CC296
|
Introduction |
Functionality of IN.pensions |
|
This new sub-book has been added. |
|
CC275
|
Introduction |
|
Navigation Principles |
The opening paragraph under the section headed "On-line user manual" has been changed. |
|
CC272 CC277 CC280CC281 CC285 CC302
|
System Setup |
Batch Runs |
Maintain Batch Schedule |
In the table within the section headed "Schedule a batch run", batch groups have been added, and wording changes have been made to the definitions of "Effective Date" and "Criteria" in the table of fields. Within the section headed "Report Criteria", wording has been added to the first paragraph, an item has been added to the first note, and sections headed "Annuity Valuat" and "Audit Report" have been added. Minor wording changes. |
|
CC303 |
Security |
Functional Security |
Propagate User Changes |
Wording has been added to the Notes at the start and end of the topic. The "User Maintain" screen image and relevant wording has been changed. |
|
CC227 |
Security |
External User Registration |
Various |
Screen images have been changed, and relevant wording has been changed where necessary. |
|
CC279
|
Security |
External User Registration |
Overview |
An abbreviation has been changed in the table within the section headed "Employer role". |
|
CC268
|
Security |
External User Registration |
Registration |
Wording has been inserted before the "Registration Request" screen image. |
|
CC227 |
Security |
Web Access Maintenance |
Various |
Screen images have been changed, and relevant wording has been changed where necessary. |
|
CC236 |
Security |
Web Access Maintenance |
Forgotten your Details? |
Wording changes have been made within the section headed "Logon details". |
|
CC236 |
Security |
Web Access Maintenance |
Member Registration Validations |
Wording changes have been made within the first paragraph. A wording error has been corrected. The tables of validations have been replaced. |
|
CC265 CC307
|
Scheme Launch Process |
Scheme Update |
Scheme Update Type: Participating Employer |
The "Scheme Participating Employers" screen images have been changed. |
|
CC297 |
Scheme Launch Process |
Scheme Update |
Scheme Update Type: Maintain Scheme Benefit Rules |
Within the section headed "Benefit product", the "New Benefit Product" screen image has been replaced, and wording in the table of fields has changed accordingly. Within the section headed "Factors", the "Factor Table List", "Cover Factors List" and "New Cover Factors" screen images have been replaced, and relevant wording has been changed accordingly. Under the heading "Defined benefits", wording has been removed from the definition of "Benefit Event" in the table of fields. |
|
CC227 |
Scheme Launch Process |
Additional Menu Options |
Benefit Disclaimers |
The screen image has been changed. |
|
CC307
|
Scheme Launch Process |
Additional Menu Options |
Reserve Distribution |
The "Scheme Participating Employers" screen image has been changed. |
|
CC227
|
Scheme Launch Process |
Web Set-Up |
Various |
Screen images have been changed and relevant wording has been changed where necessary. |
|
CC227
|
Monthly Member Data and Contribution Cycle |
Payroll Processing and Field Conversion |
Various |
Screen images have been changed and relevant wording has been changed where necessary. Minor wording changes. |
|
CC227
|
Monthly Member Data and Contribution Cycle |
Capturing Membership Data |
Various |
Screen images have been changed and relevant wording has been changed where necessary. |
|
CC227 |
Monthly Member Data and Contribution Cycle |
Underwriting |
Underwriting |
Under the sections headed "Initiate a batch run" and "Recalculate risk cover", the screen images have been changed. |
|
CC227
|
Monthly Member Data and Contribution Cycle |
Transferring Members between Pay Centres |
Various |
Screen images have been changed and relevant wording has been changed where necessary. |
|
CC227
|
Monthly Member Data and Contribution Cycle |
Income Administration |
Various |
Screen images have been changed and relevant wording has been changed where necessary. |
|
CC227
|
Monthly Member Data and Contribution Cycle |
Reports |
Various |
Screen images have been changed and relevant wording has been changed where necessary. |
|
CC227 CC267 CC270
|
Switching Process |
|
Switching (web) |
Screen images have been changed and relevant wording has been changed where necessary. The "Products" sub-menu screen images have been changed, and relevant wording changes have been made where necessary. The first "Member Investments" screen image has been changed. A "Member Investments" screen image and relevant text has been added. The "Investment Balances" screen image has been changed. A section headed "Investment transactions" has been added. Within the section headed "Change allocation of future contributions", a confirmation message has been changed. Within the section headed "Switch Investments of past contributions", a confirmation message and relevant wording has been inserted. |
|
CC227 |
Benefit Payment Processing |
|
Various |
Screen images have been changed. |
|
CC297 |
Benefit Payment Processing |
|
Benefit Projections |
The "Projection Results" screen image under the heading "Benefit projection results" has been changed. |
|
CC227 |
Benefit Payment Processing |
Capturing of Exit Notifications |
Various |
Screen images have been changed. |
|
CC304
|
Benefit Payment Processing |
Capturing of Exit Notifications |
Overview |
A new paragraph has been added. |
|
CC297
|
Benefit Payment Processing |
Capturing of Exit Notifications |
Death Claim |
Wording and screen changes within the section headed "Spouses and children details". |
|
|
Benefit Payment Processing |
Capturing of Exit Notifications |
Cancel a Claim |
A wording error in the opening paragraph has been corrected. |
|
CC297 |
Benefit Payment Processing |
Defined Benefits |
Benefit Payment Update Type: DB Calc |
The "Defined Benefit Retirement Calculation" screen image has been changed. |
|
CC292 CC293
|
Annuities |
Annuity Maintenance |
Annuity Update Type: Annuity Amount |
In the table of definitions, a Note has been added to the description of "Regular Payment Amount". A Note has been added within the section headed "Update relationship details". |
|
CC293
|
Annuities |
Annuity Maintenance |
Annuity Update Type: Beneficiaries |
The "Client Relationship Select" screen images have been changed. |
|
CC282 |
Annuities |
Annuity Maintenance |
Examples of Payment Run Results |
A section headed "Outstanding payments" has been added. |
|
CC227 |
Annuities |
Annuity Payments |
Web Processes |
Screen images have been changed. |
|
CC227 |
Annuities |
Annuity Payments > Schedules |
Various |
Screen images have been changed. |
|
CC294
|
Annuities |
Annuity Payments > Schedules |
Payment Enquiries |
This new topic has been added. |
|
CC271
|
Accounting |
Accounting Enquiries |
Cash Flow Report |
The screen images of the MS Excel and MS Word cash flow reports have been changed. |
|
CC298 |
Accounting |
Transactions |
Manual Accounting Transactions |
Under the heading "Create an accounting activity journal", wording has been added to the descriptions of "Income Type", "Portfolio", "Sort Code", and "Service Type" in the table of fields. |
|
CC298 |
Accounting |
Transactions |
Allocations |
Under the heading "Create an allocation", wording has been added to the descriptions of "Income / Expense Type", "Portfolio Description" and "Service Type" in the table of fields. |
|
CC291
|
Accounting |
Bank Statement |
Capturing Bank Statement Details |
In the table of definitions, a Note has been added to the descriptions of "Payment Type" and "Note". |
|
|
Accounting |
Bank Statement |
Error Log |
A grammatical error has been corrected in the first line. |
|
CC227
|
Accounting |
|
Closing a Financial Year |
The "Summarised Trial Balance Report" screen image has been changed. |
|
CC308 CC309 |
Member |
|
Membership Details |
Within the section headed "Temporary absence", the "Member Temporary Absence Details List" screen image has been replaced. A section headed "Deleting temporary absence details" has been added. Within the section headed "Membership transfer detail", wording changes have been made to the definition of "Employee Contributions" in the table of fields. Within the section headed "Pensionable service backdate", the "Pensionable Service Backdate" screen image has been replaced. A section headed "Deleting pensionable service backdated details" has been added. |
|
CC297 |
Member |
|
Member Benefit Payment Enquiry |
The "Defined Benefit Retirement Calculation" screen image has been changed. |
|
CC227 |
Reporting |
|
Various |
Screen images have been changed, and relevant wording has been changed where necessary. |
|
CC227 |
Reporting |
Scheme Information |
Various |
Screen images have been changed, and relevant wording has been changed where necessary. |
|
CC227 |
Reporting |
Financial |
Various |
Screen images have been changed, and relevant wording has been changed where necessary. |
|
CC227 |
Reporting |
Exits |
Various |
Screen images have been changed, and relevant wording has been changed where necessary. |
|
CC305 |
Reporting |
Exits |
Insured Cover |
The second screen image has been replaced. Items have been added to the list of fields. |
|
CC227 CC266
|
Reporting |
Member |
Expected Member Income |
Screen images have been changed, and relevant wording has been changed where necessary. The "Expected Member Income Report" screen images have been changed and an additional item has been added to the list of search criteria. |
|
CC227 CC284
|
Reporting |
General |
Various |
Screen images have been changed, and relevant wording has been changed where necessary. |
|
CC285 CC302
|
Reporting |
General |
Annuity Valuation |
This new topic has been added. |
|
CC285
|
Reporting |
General |
Deferred Annuity Valuation |
This new topic has been added. |
|
CC227 |
Reporting |
Payroll |
Various |
Screen images have been changed. |
|
CC227 CC311
|
Reporting |
Management |
Contribution Reconciliation Status |
Screen images have been changed. A word has been removed in the second paragraph. Explanatory notes have been added at t he end of the topic. |
|
CC227 CC272
|
Reporting |
Management |
Audit - Member Data |
Screen images have been changed. The third paragraph has been replaced by a new section, and the section headed "New" has been removed. |
|
CC227 CC288
|
Reporting |
Management |
Trustee Report |
Screen images have been changed. A section headed "New" has been added, and wording has been amended where relevant. |
|
CC286
|
Reporting |
Management |
Suspended Annuities |
This new topic has been added. |
|
CC287
|
Reporting |
Management |
Branch & Grade Summary |
This new topic has been added. |
|
CC227
|
Preservation |
Preservation Funds |
Various |
Screen images have been changed. |
|
CC304 |
Preservation |
Preservation Funds |
Product and Scheme Selection |
The "Products" sub-menu screen image has been changed. |
|
CC304 |
Preservation |
Preservation Funds |
Member Selection |
This topic has been removed. |
|
CC304 |
Preservation |
Preservation Funds |
Investor Details |
This topic has been removed. |
|
CC304 |
Preservation |
Preservation Funds |
Investment Details |
This topic has been rewritten. |
|
CC304 |
Preservation |
Preservation Funds |
Investment Allocation |
This topic has been removed. |
|
CC304 |
Preservation |
Preservation Funds |
New Investor Details |
This topic has been rewritten. |
|
CC304 |
Preservation |
Preservation Funds |
Member List |
This new topic has been added. |
|
CC304 |
Preservation |
Preservation Funds |
Allocation / Switches |
This new topic has been added. |
|
CC304 |
Preservation |
Preservation Funds |
Switch History |
This new topic has been added. |
|
CC304 |
Preservation |
Preservation Funds |
Investment Price History |
This new topic has been added. |
|
CC304 |
Preservation |
Preservation Funds |
Member Extract |
This new topic has been added. |
|
CC304 |
Preservation |
Preservation Funds |
Commission Extract |
This new topic has been added. |
|
CC304 |
Preservation |
Preservation Funds |
Conversion |
This new topic has been added. |
|
CC304 |
Preservation |
Preservation Funds |
Conversion Reports |
This new topic has been added. |
|
CC304 |
Preservation |
Preservation Funds |
Conversion File Layouts |
This new topic has been added. |
|
CC227
|
Preservation |
Retirement Funds |
Various |
Screen images have been changed. |
|
CC267
|
Preservation |
Retirement Funds |
Product and Scheme Selection |
The "Products" sub-menu screen image has been changed. |
|
CC265 CC274 CC276
|
Contribution Collection |
|
Collection Instruction |
The "Collection Instruction Details" screen images have been changed, and wording in the table of descriptions has changed accordingly. A section headed "Backdated income collection" has been added at the end of the topic. |
|
CC265
|
Contribution Collection |
|
Intermediary |
The "New Group Allocations" and "Group Allocations Details" screen images have been changed. |
|
CC227 CC290 CC306 CC310
|
Contribution Collection |
|
Member Update |
Screen images have been changed, and relevant wording has been changed where necessary. The "Products" sub-menu screen image has been changed. The "Member List" screen image has been changed. The section headed "Membership certificate" has been removed. The "Member Details" screen image has been changed, and wording in the table of descriptions has changed accordingly. New sections headed "List beneficiaries", "Membership certificate", "Member extract", "Collection extract", "Conversion", and Conversion Reports" have been added. |
|
CC227 CC269 CC273 CC295 CC310
|
Contribution Collection |
|
Debit Orders |
Screen images have been changed, and relevant wording has been changed where necessary. A Note has been added within the section headed "Processed". Under the section headed "Reports", the "Debit Orders" sub-menu screen image has been changed, and a section headed "Member Contribution Report" has been added. |
|
CC227 |
Auxiliary Activities |
Adding a New Income Type |
Add a new Income Type to a Scheme (Web) |
Screen images have been changed, and relevant wording has been changed where necessary. |
|
CC300 |
Auxiliary Activities |
Adding a New Occupation Code |
|
This new sub-book has been added. |
|
CC265
|
Auxiliary Activities |
Adding a New Pay Centre |
Adding a new Pay Centre (GUI) |
The "Scheme Participating Employers" screen image has been changed. |
|
CC227 |
Auxiliary Activities |
Adding a New Pay Centre |
Adding a new Pay Centre (web) |
Screen images have been changed, and relevant wording has been changed where necessary. |
|
CC227 |
Auxiliary Activities |
Data Conversion Utility |
Various |
Screen images have been changed. |
|
CC301
|
Auxiliary Activities |
Document Customization |
Setting up Folder and Directory Structures |
Wording has been added within the section headed "Create physical folder structure". |
|
CC227 |
Auxiliary Activities |
Setting up Calculations |
Setting up Calculations |
Screen images have been changed. |
|
CC289
|
Supplements |
Accounting Interfaces > Interface to Smartstream |
Overview |
Minor wording changes. |
|
CC289
|
Supplements |
Accounting Interfaces > Interface to Smartstream |
Cheque Summary |
The "IN.pensions Main Menu" screen image has been changed. |
|
CC289
|
Supplements |
Accounting Interfaces > Interface to Smartstream |
Cheque Authorisation |
The "IN.pensions Main Menu" screen image has been changed. Minor wording changes. A wording error in the first line of the paragraph headed "Export" has been corrected. |
|
CC289
|
Supplements |
Accounting Interfaces > Interface to Smartstream |
Bank Transfer Summary |
This new topic has been added. |
|
CC289
|
Supplements |
Accounting Interfaces > Interface to Smartstream |
Bank Transfer Authorisation |
This new topic has been added. |
|
CC289
|
Supplements |
Accounting Interfaces > Interface to Smartstream |
Cheque Number Link from Smartstream |
The name of this topic has changed to "Cheque / Bank Transfer Number Link from Smartstream". Minor wording changes. |
|
CC289
|
Supplements |
Accounting Interfaces > Interface to Smartstream |
Process Information |
Minor wording changes within the section headed "Interface file". |
|
CC227 |
Supplements |
Bank Interfaces |
Running the Batch Job |
Screen images have been changed. |
|
CC283
|
Supplements |
Batch Programs |
Output Jobs |
Details of new batch jobs (Expense Billing and Audit Report) have been included. The list of jobs has been renumbered. |
|
Index |
Book |
Sub-book |
Topic |
Details of change |
|
CC227
|
Member Web Site Access |
|
Various |
Screen images have been changed, and relevant wording has been changed where necessary. |
|
CC268
|
Member Web Site Access |
|
First-time Registration |
Wording has been inserted before the "Registration Request" screen image. |
|
CC227
|
Member Web Site |
|
Various |
Screen images have been changed, and relevant wording has been changed where necessary. |
|
CC270
|
Member Web Site |
Investments |
Allocation / Switches |
Within the section headed "Change allocation of future contributions", a confirmation message has been changed. Within the section headed "Switch Investments of past contributions", a confirmation message and relevant wording has been inserted. |
|
CC299 |
Member Web Site |
Quotes |
Previous Quotes |
Wording below the first screen image has been changed. |
|
CC299 |
Member Web Site |
Projections |
Previous Projections |
Wording below the first screen image has been changed. |
|
Index |
Book |
Sub-book |
Topic |
Details of change |
|
CC299 |
Benefit Payment Processing |
|
Benefit Quotations |
Within the section headed "Quote enquiry", a Note has been inserted below the first screen image. |
|
CC299 |
Benefit Payment Processing |
|
Benefit Projections |
Within the section headed "Projection enquiry", a Note has been inserted below the first screen image. |
|
CC304
|
Benefit Payment Processing |
Capturing of Exit Notifications |
Overview |
A new paragraph has been added. |
|
CC297
|
Benefit Payment Processing |
Capturing of Exit Notifications |
Death Claim |
Wording and screen changes within the section headed "Spouses and children details". |