|
Index |
Book |
Sub-book |
Topic |
Details of change |
|
CC317 |
Security |
External User Registration |
Overview |
An additional role has been added to the tables under the headings "Accesses per role" and "Registration steps per role", and relevant wording changes have been made to the applicable text. |
|
CC313 |
Scheme Launch Process |
Scheme Update |
Processing the Scheme Update |
The "Scheme List" screen image has been replaced. |
|
CC313 |
Scheme Launch Process |
Scheme Update |
Scheme Update Type: Maintain Scheme Benefit Rules |
The "Scheme List" screen image has been replaced. |
|
CC313 |
Scheme Launch Process |
Additional Menu Options |
Overview |
An item has been added to the list of menu options. The "Scheme List" screen image has been replaced. |
|
CC324 |
Scheme Launch Process |
Additional Menu Options |
Investments |
Within the section headed "Add new bonus rate", a Note has been added to the definition of "Interim or Final Ind" in the table of fields. |
|
CC313 |
Scheme Launch Process |
Additional Menu Options |
Benefit Statement Formats |
A Note has been added after the first paragraph. The "Scheme List" screen image has been replaced. The "Benefit Statement Format Details" screen image has been replaced, and wording in the table of fields has changed accordingly. |
|
CC313 |
Scheme Launch Process |
Additional Menu Options |
Projection Assumptions |
This new topic has been added. |
|
CC313 |
Scheme Launch Process |
Additional Menu Options |
Scheme Membership Group Enquiry |
The "Scheme List" screen image has been replaced. |
|
CC313 |
Scheme Launch Process |
Additional Menu Options |
Scheme Interface Enquiry |
The "Scheme List" screen image has been replaced. |
|
CC326 |
Monthly Member Data and Contribution Cycle |
Payroll Processing and Field Conversion |
Creating a New Payroll Mask |
Changes have been made to the list of mandatory fields. |
|
CC326 |
Monthly Member Data and Contribution Cycle |
Payroll Processing and Field Conversion |
Validations |
A format error has been added to the list. A section headed "Payroll mask defaults and validations" has been added. |
|
CC324 |
Capturing Bonus Rates and Unit Prices |
|
Capturing Bonus Rates |
A Note has been added to the definition of "Interim or Final Ind" in the table of fields. |
|
CC324 |
Capturing Bonus Rates and Unit Prices |
|
Maintaining Unit Prices |
A spelling error has been corrected within the section headed "Correcting a unit price". |
|
CC322 |
Switching Process |
|
Switching (web) |
Within the section headed "Allocation / switches", wording has been added to the second paragraph. Within the section headed "Change allocation of future contributions", the "Investment Allocations" screen image has been changed, and wording has been added below it. Within the section headed "Switch Investments of past contributions", the "Transfer Existing Investments" screen images have been changed, and a Note has been added below the first one. |
|
CC316 |
Benefit Payment Processing |
Capturing of Exit Notifications |
Complete a Claim |
Under the heading "Prior claims", corrections have been made to the table of fields. |
|
CC318
|
Benefit Payment Processing |
Claims Administration |
Various |
The "Benefit Payment Update" screen images have been replaced. |
|
CC318
|
Benefit Payment Processing |
|
Overview |
A section headed "Claim details report" has been added. |
|
CC313 |
Accounting |
|
Closing a Financial Year |
The "Scheme List" screen image has been replaced. |
|
CC321 |
Member |
|
Finding Members |
Within the section headed "Members for an employer", the "Find" screen image has been replaced, and wording in the table of fields has changed accordingly. |
|
CC314 CC315 CC323
|
Reporting |
|
Overview |
Additional items have been added to the listing (Upload Bulk Journal File, Claims Tracking, Outstanding Contributions, Annuity Valuation, Deferred Annuity Valuation, Suspended Annuities, Branch & Grade Summary, Accounting Create Rules, Accounting Retrieve Rules, Bank Account Rules) and the introductory wording has been changed accordingly. |
|
CC315 |
Reporting |
Financial |
Upload Bulk Journal File |
This new topic has been added. |
|
CC317 |
Reporting |
Exits |
Insured Cover |
Additional screens and wording have been added to this topic. |
|
CC317 CC319 |
Reporting |
Exits |
Exit Values |
Additional screens and wording have been added to this topic. |
|
CC314 |
Reporting |
Exits |
Outstanding Contributions |
This new topic has been added. |
|
CC313 CC317 |
Reporting |
Member |
Benefit Statements |
The second screen image within the section headed "View statements via the browser" has been changed, and additional wording has been added at the end of that section. A section headed "View all benefit statements" has been added. The section headed "Print all benefit statements" has been rewritten. The heading "View statements that were created on the application server" has been changed to "View statements that were bulk printed to file". |
|
CC317 |
Reporting |
Member |
Member Investment Values |
Additional screens and wording have been added to this topic. |
|
CC317 |
Reporting |
Member |
Member Salary List |
Additional screens and wording have been added to this topic. |
|
CC317 |
Reporting |
Member |
Authorise Benefit Statements |
Wording changes have been made in the first two paragraphs. |
|
CC323
|
Reporting |
Management > Accounting Rules |
|
This new sub-book has been added. |
|
CC325 |
Contribution Collection |
|
Debit Orders |
Within the section headed "Add new debit order", wording and screen images have been added at the start of the section, the first screen image has been changed, and wording has been inserted before the table of fields. Spelling errors have been corrected. |
|
CC313 |
Auxiliary Activities |
Adding a New Pay Centre |
Adding a new Pay Centre (GUI) |
The "Scheme List" screen image has been replaced. |
|
CC320
|
Auxiliary Activities |
Document Customization |
Customization |
Information has been added to the Note at the end of the section headed "Benefit Statement". |
|
CC313
|
Auxiliary Activities |
Document Customization |
Setting up Folder and Directory Structures |
Wording changes have been made within the section headed "Notes". |
|
CC313 |
Auxiliary Activities |
Language Translation for Benefit Statements |
|
This new sub-book has been added. |
|
CC312
|
Supplements |
Batch Programs |
Output Jobs |
Job no. 12 has been removed. Details of new batch jobs (Valuation Report and Umbrella Debit Orders) have been included. The list of jobs has been renumbered. Details of the Audit Report batch job have been removed. |
|
CC324
|
Supplements |
Bonus Investments |
Bonus Investments |
A section headed "Effective dates for bonus rates" has been added. |
|
CC313 |
Supplements |
Projections on Member Web Site |
Parameters |
The "Scheme List" screen image has been replaced. |
|
Index |
Book |
Sub-book |
Topic |
Details of change |
|
CC316 |
Benefit Payment Processing |
Capturing of Exit Notifications |
Complete a Claim |
Under the heading "Prior claims", screens and wording have been changed/removed. |
|
Index |
Book |
Sub-book |
Topic |
Details of change |
|
CC322
|
Member Web Site |
Investments |
Allocation / Switches |
Wording has been added to the second paragraph. Within the section headed "Change allocation of future contributions", the "Investment Allocations" screen image has been changed, and wording has been added below it. Within the section headed "Switch Investments of past contributions", the "Transfer Existing Investments" screen images have been changed, and a Note has been added below the first one. |