|
Index |
Book |
Sub-book |
Topic |
Details of change |
|
CC359
|
Introduction |
|
Navigation Principles |
A section headed "Contact" has been added at the end of the topic. |
|
CC364 CC369
|
System Setup |
Batch Runs |
Maintain Batch Schedule |
Within the section headed "Report Criteria", the "Report Criteria" screen images for MEMBER SAL LIST and REPORTS have been changed, and Notes have been added below each of those screen images. |
|
|
System Setup |
Infrastructure |
Global Interest Percentage |
Minor wording changes in the opening paragraph. |
|
CC370
|
Security |
External User Registration |
Registration |
The section headed “Users register on the web” has been rewritten. |
|
CC370 |
Security |
Web Access Maintenance |
Changing your Password |
This topic has been rewritten. |
|
CC370
|
Security |
Web Access Maintenance |
Forgotten your Details? |
This topic has been rewritten. |
|
CC368
|
Scheme Launch Process |
Scheme Launch |
Launching a Scheme |
The "Basic Scheme Data" portion of the "New Scheme Details" screen image has been changed, and wording has been added to the Note below it. |
|
CC366
|
Scheme Launch Process |
Scheme Update |
Processing the Scheme Update |
The "Scheme List" screen image has been replaced. |
|
CC372 |
Scheme Launch Process |
Scheme Update |
Scheme Update Type: Expenses |
Within the section headed "Scheme expense rule", wording has been removed from the description of "Formula Applied to" in the table of definitions. |
|
CC368 |
Scheme Launch Process |
Scheme Update |
Scheme Update Type: Membership Group |
The note has been removed from the table within the section headed "Associate portfolio to investment membership group". |
|
CC365 |
Scheme Launch Process |
Scheme Update |
Scheme Update Type: Maintain Scheme Benefit Rules |
Within the section headed "Benefit product", a type of benefit has been added to the table of benefits. Within the section headed "Factors", an option has been added to the list below the "Factor Table List" screen image. |
|
CC366
|
Scheme Launch Process |
Additional Menu Options |
Overview |
The "Scheme List" screen image has been replaced. |
|
CC360 CC366
|
Scheme Launch Process |
Additional Menu Options |
Benefit Statement Formats |
The first cross-reference has been changed. The "Scheme List" screen image has been replaced. The "Benefit Statement Format Details" screen image has been changed and wording in the table of fields has changed accordingly. |
|
CC366
|
Scheme Launch Process |
Additional Menu Options |
New Entrant Certificate Format |
This new topic has been added. |
|
CC366
|
Scheme Launch Process |
Additional Menu Options |
Projection Assumptions |
The "Scheme List" screen image has been replaced. |
|
CC366
|
Scheme Launch Process |
Additional Menu Options |
Scheme Membership Group Enquiry |
The "Scheme List" screen image has been replaced. |
|
CC366
|
Scheme Launch Process |
Additional Menu Options |
Scheme Interface Enquiry |
The "Scheme List" screen image has been replaced. |
|
CC362
|
Switching Process |
|
Bulk Switches |
Within the section headed "Overview", the "Investment Switches" screen images have been changed. |
|
CC363
|
Benefit Payment Processing |
Capturing of Exit Notifications |
New Claim |
Wording and screen images have been inserted above the "Benefit Claim Results" screen image. |
|
CC358
|
Accounting |
Transactions |
Manual Accounting Transactions |
The "IN.pensions Main Menu" screen image has been changed. |
|
CC358
|
Accounting |
Transactions |
Allocations |
The "IN.pensions Main Menu" screen image has been changed. |
|
CC358
|
Accounting |
Transactions |
Bulk Payments |
The "IN.pensions Main Menu" screen image has been changed. |
|
CC358
|
Accounting |
Transactions |
EFT Rejections |
The "IN.pensions Main Menu" screen image has been changed. |
|
CC358
|
Accounting |
Transactions |
Debit Order Rejections |
This new topic has been added. |
|
CC358 CC366
|
Accounting |
|
Closing a Financial Year |
The "IN.pensions Main Menu" screen image within the section headed "Post the retained earnings amount" has been changed. The "Scheme List" screen image has been replaced. |
|
CC357 CC359 CC366 CC367
|
Reporting |
|
Overview |
Additional items have been added to the listing (Investment Information, Membership Certificate, Bank Account, Payment Details Audit, Bank Reconciliation Status). |
|
CC359 |
Reporting |
|
Accessing the Reports |
Wording has been added to the second last paragraph. |
|
CC359 |
Reporting |
All |
All |
All web screen images have been changed. |
|
CC359 |
Reporting |
Investment Information |
|
This new sub-book has been added. |
|
CC364
|
Reporting |
Exits |
Insured Cover |
The "Insured Cover" sub-menu screen image has been changed. The section heading "View" has been changed to "PDF Document", and wording below it has changed accordingly. A section headed "Extract to Excel" has been added. |
|
CC366
|
Reporting |
Member |
Member Certificate |
This new topic has been added. |
|
CC371
|
Reporting |
Member |
Benefit Statements |
Within the section headed "View statements via the browser", the screen image has been replaced, a heading "View benefit statements" has been added, and a section headed "Extract benefit statements to Excel" has been added. |
|
CC364
|
Reporting |
Member |
Member Salary List |
The "Member Salary List" sub-menu screen image has been changed. The section heading "View" has been changed to "PDF Document", and wording below it has changed accordingly. A section headed "Extract to Excel" has been added. |
|
CC362
|
Reporting |
Member |
Member Switches |
A column has been added to the list below the "Switch Report" screen image. |
|
CC357 |
Reporting |
Management |
Bank Account |
This new topic has been added. |
|
CC357 |
Reporting |
Management |
Payment Details Audit |
This new topic has been added. |
|
CC367 |
Reporting |
Management |
Bank Reconciliation Status |
This new topic has been added. |
|
CC366
|
Contribution Collection |
|
Intermediary |
The "Scheme List" screen image has been replaced. |
|
CC361
|
Contribution Collection |
|
Member Update |
Within the section headed "Membership certificate", the "Report Selection" screen image has been changed, and relevant changes have been made to the list of columns below it. Within the section headed "Member extract", items have been added to the list of columns under the "Report Selection" screen image. |
|
CC366
|
Auxiliary Activities |
Adding a New Pay Centre |
Adding a new Pay Centre (GUI) |
The "Scheme List" screen image has been replaced. |
|
CC366
|
Auxiliary Activities |
Document Customization |
Customization |
The heading “Benefit Statements” has been changed to “Benefit Statements / Membership Certificates” and relevant wording changes have been made in that section. |
|
CC366
|
Auxiliary Activities |
Document Customization |
Setting up Folder and Directory Structures |
Wording changes have been made in various places, and within the section headed “Notes” the cross-reference has been changed. |
|
CC366
|
Auxiliary Activities |
Language Translation for Benefit Statements |
Language Translation for Benefit Statements |
The name of this sub-book and topic has changed to "Language Translation". |
|
CC366
|
Auxiliary Activities |
Language Translation |
Language Translation |
Reference to "membership certificates" has been made where applicable throughout the topic. A cross-reference has been added at the end of the topic. |
|
CC366
|
Supplements |
Projections on Member Web Site |
Parameters |
The "Scheme List" screen image has been replaced. |
|
CC366 |
Client Specific |
Metropolitan > Interfaces and Extracts |
Corporate Payment System (CPY) |
A cross-reference has been changed at the end of the section headed "Translation values". |
|
CC366 |
Client Specific |
Metropolitan > Interfaces and Extracts |
EB Ledger Interface |
A cross-reference has been changed at the end of the section headed "Translation values". |
|
Index |
Book |
Sub-book |
Topic |
Details of change |
|
CC369
|
Reporting |
|
|
The name of this book has been changed to "Scheme and Investment Information". |
|
CC369
|
Reports |
|
|
This new book has been added. |
|
Index |
Book |
Sub-book |
Topic |
Details of change |
|
CC359
|
Introduction |
|
Overview |
Additional items have been added to the listing (Investment Information). |
|
CC359
|
Reports |
Scheme Information |
Overview |
The second and third paragraphs have been removed. |
|
CC359 |
Reports |
Investment Information |
|
This new sub-book has been added. |
|
CC359 |
Reports |
All |
All |
All web screen images have been changed. |
|
Index |
Book |
Sub-book |
Topic |
Details of change |
|
CC370
|
Member Web Site Access |
|
All |
Screen images have been changed and topics have been rewritten. |