|
Index |
Book |
Sub-book |
Topic |
Details of change |
|
CC374
|
Introduction |
|
Overview of IN.pensions |
A section headed "Terminology" has been added at the end of the topic. |
|
CC404 |
Introduction |
Functionality of IN.pensions |
All |
All topics have been updated. |
|
CC404 |
Introduction |
Functionality of IN.pensions |
Trustee Web Site |
This new topic has been added |
|
CC373
|
Introduction |
|
Navigation Principles |
An explanation has been provided for the "Security" icon in the explanatory table. |
|
CC375
|
Introduction |
Processes |
Infrastructure Administration |
Wording has been added to the list and description of processes. |
|
CC374
|
Introduction |
Processes |
Accounting Administration |
The "Member Accounts" and "Accounting" screen images have been changed. |
|
CC375 |
System Setup |
|
Overview |
Under the heading "Infrastructure, the IN.pensions Main Menu screen image has been changed. |
|
CC378 |
System Setup |
|
Service Type |
A Note has been added at the beginning of the topic. The "Service Type List" screen image has been changed. |
|
CC376
|
System Setup |
Batch Runs |
Overview |
A cross-reference has been added to the first paragraph. |
|
CC375
|
System Setup |
Batch Runs |
Maintain Batch Schedule |
The "Scheme Membership Group List" screen image has been changed. |
|
CC375 |
System Setup |
Infrastructure |
Overview |
The IN.pensions Main Menu screen image has been changed. A section headed "Territory Parameters" has been added. |
|
CC396 |
System Setup |
Infrastructure |
Authorisation Rules |
A wording error has been corrected. The "Authorisation Rules" and "New Authorisation Rules" screen images have been changed and relevant wording has been changed in the table of field descriptions below them. The section headed " NAVIGATE (File>Open) has been removed. A section headed "Number of authorisers" has been added. The section headed "Validation examples" has been removed. A section headed "Explanation of authorisers and levels" has been added. |
|
CC375 |
System Setup |
Infrastructure |
Global Interest Percentage |
The name of this topic has been changed to "Global Parameters" and relevant wording changes have been made within the topic. The "Global Percentage Maintain" and "New Global Interest Percentage" screen images have been changed. |
|
CC375 CC405 |
System Setup |
Infrastructure |
Territory Parameters |
This new topic has been added. |
|
CC375 |
System Setup |
Infrastructure |
Corporate Client |
Within the section headed "New corporate client address details", the "New Client Address Detail" screen image has been changed and relevant wording has been changed in the table of field descriptions below it. |
|
CC374 |
System Setup |
Investments |
Investment Advice |
The first "Advice Detail List" screen image has been removed. Notes have been added to the second table of options, and wording has been changed in the table and in the Note below it. The "Investment Advice" screen image has been added. |
|
CC401 CC403 |
Security |
External User Registration |
Registration |
The "Welcome" and "Registration Form" screen images have been replaced. |
|
CC375 |
Security |
External User Registration |
Data Level Security |
The IN.pensions Main Menu screen image has been changed. |
|
CC373 |
Security |
Web Access Maintenance |
Changing your Password |
The "Welcome" screen images have been replaced. A section headed "Reset password" has been added at the end of the topic. |
|
CC403
|
Security |
Web Access Maintenance |
Forgotten your Details? |
The "Welcome" screen images have been replaced. Duplicated text at the end of the topic has been removed. |
|
CC375 |
Scheme Launch Process |
Infrastructure Requirements |
New Corporate Client |
The IN.pensions Main Menu screen image has been changed. |
|
CC375 |
Scheme Launch Process |
Infrastructure Requirements |
Corporate Client Address Details |
The "New Client Address Detail" screen image has been changed and a Note has been added below it. |
|
CC375
|
Scheme Launch Process |
Scheme Launch |
Launching a Scheme |
The IN.pensions Main Menu screen image has been changed. Cross-references have been changed. |
|
CC375 |
Scheme Launch Process |
Umbrella Arrangements |
|
The name of this sub-book has been changed to "Scheme Associations". |
|
CC375 |
Scheme Launch Process |
Scheme Associations |
Overview |
A section headed "Annuity runs" has been added. A heading "Umbrella arrangements" has been inserted. |
|
CC375 |
Scheme Launch Process |
Scheme Associations |
Association of Scheme |
The IN.pensions Main Menu screen image has been changed, and the introductory wording has been changed accordingly. The "Main / Sub Scheme Association" screen images have been changed. A heading "Umbrella schemes" has been inserted, and wording changes have been made. A section headed "Annuity schemes" has been added. |
|
CC375 |
Scheme Launch Process |
Scheme Associations |
Scheme Copy |
The IN.pensions Main Menu screen image has been changed. |
|
CC374
|
Scheme Launch Process |
Scheme Update |
All |
The "Scheme Update Type List" screen images have been replaced. Topics have been resequenced. |
|
CC375 CC374
|
Scheme Launch Process |
Scheme Update |
Processing the Scheme Update |
The IN.pensions Main Menu screen image has been changed. The "Scheme List" screen image has been replaced. The list of scheme update types has been resequenced. |
|
CC375 |
Scheme Launch Process |
Scheme Update |
Scheme Update Type: Contact Persons |
The "New Client Address Detail" screen image has been changed and a Note has been added below it. |
|
CC376 |
Scheme Launch Process |
Scheme Update |
Scheme Update Type: Expenses |
The cross-reference at the end of the topic has been changed. |
|
CC374 CC375
|
Scheme Launch Process |
Scheme Update |
Scheme Update Type: Membership Group |
Wording changes immediately before the section headed "Benefit". The "New Scheme Membership Group" scheme image has been replaced, and relevant wording has been changed in the table of field descriptions below it. The words "Membership group type:" have been added to the headings "Benefit", "Contrib" and "Investment". Sections headed "Membership group type: Commission", "Membership group type: Medical Aid" and "Medical Aid" have been added. The "Scheme Membership Group List" screen images have been changed. |
|
CC374 CC375 |
Scheme Launch Process |
Scheme Update |
Scheme Update Type: Maintain Scheme Benefit Rules |
The "Scheme List" screen image has been replaced. The "NRA Definition Maintain" screen image has been replaced, and relevant wording has been changed in the table of field descriptions below it. The "New Benefit Product" screen image has been replaced, and relevant wording has been changed in the table of field descriptions below it. Cross-references have been changed within the section headed "Copy a BSV". |
|
CC375
|
Scheme Launch Process |
Additional Menu Options |
Overview |
Wording has been changed in the list of items. The "Scheme List" screen image has been replaced. |
|
CC375
|
Scheme Launch Process |
Additional Menu Options |
Interest |
The name of this topic has been changed to "Scheme Parameters" and relevant wording changes have been made within the topic. The "Scheme Percentage / Global Types Maintain" screen images have been changed. |
|
CC375
|
Scheme Launch Process |
Additional Menu Options |
Benefit Statement Formats |
The "Scheme List" screen image has been replaced.
|
|
CC375
|
Scheme Launch Process |
Additional Menu Options |
Projection Assumptions |
The "Scheme List" screen image has been replaced.
|
|
CC375
|
Scheme Launch Process |
Additional Menu Options |
Scheme Membership Group Enquiry |
The "Scheme List" screen image has been replaced.
|
|
CC375
|
Scheme Launch Process |
Additional Menu Options |
Scheme Interface Enquiry |
The "Scheme List" screen image has been replaced.
|
|
CC374
|
Scheme Launch Process |
Web Set-Up |
Initial Load |
The "Edit a Pay Centre" screen image has been replaced, and relevant changes have been made to the list of columns below it. |
|
CC374 |
Monthly Member Data and Contribution Cycle |
Payroll Processing and Field Conversion |
Loading the Payroll File |
A section headed "Re-roll" has been added at the end of the topic. |
|
CC374
|
Monthly Member Data and Contribution Cycle |
Capturing Membership Data |
Overview |
A section headed "Re-roll" has been added at the end of the topic. |
|
CC375 |
Monthly Member Data and Contribution Cycle |
Underwriting |
Underwriting |
The IN.pensions Main Menu screen image has been changed. |
|
CC376 |
Monthly Member Data and Contribution Cycle |
Income Administration > Income |
Submitting Batches |
Within the section headed "Introduction", the first cross-reference has been changed. The latter part of the topic has been removed, and a cross-reference has been added. |
|
CC376 |
Monthly Member Data and Contribution Cycle |
Income Administration > Income |
Cycle Notes (MEMBER.BAT) |
The first cross-reference has been changed.
|
|
CC406 |
Monthly Member Data and Contribution Cycle |
Income Administration > Income Billing |
Process Ad-hoc income |
Wording has been inserted within the section headed "Adhoc Income Report". |
|
CC376 |
Monthly Member Data and Contribution Cycle |
Income Administration > Expenses |
|
This sub-book has been moved to become a sub-book of "Monthly Member Data and Contribution Cycle". |
|
CC406 |
Monthly Member Data and Contribution Cycle |
Income Administration > Expenses |
Expense Calculation and Billing |
Wording has been inserted after the second paragraph. |
|
CC376 |
Monthly Member Data and Contribution Cycle |
Income Administration > Links |
Submitting Batch Jobs |
This topic has been replaced by a new topic called "Batch Jobs Submission". |
|
CC375 |
Switching Process |
|
Switching (web) |
The "Product Selection" screen image has been changed. |
|
CC375 |
Switching Process |
|
Member Investment Switches |
The IN.pensions Main Menu screen image has been changed. |
|
CC375 |
Switching Process |
|
Bulk Switches |
The IN.pensions Main Menu screen image has been changed. |
|
CC375 |
Switching Process |
|
Bulk Allocations |
The IN.pensions Main Menu screen image has been changed. |
|
CC380 |
Benefit Payment Processing |
Capturing of Exit Notifications |
New Claim |
A Note has been added at the end of the topic. |
|
CC384
|
Benefit Payment Processing |
Claims Administration |
Various |
The "Benefit Payment Update" screen images have been replaced. |
|
CC380 |
Benefit Payment Processing |
Claims Administration |
Overview |
An update type has been added to the table of exit and update types. A Note has been added at the end of the section headed "Benefit payment processing (by the administrator)". The section headed "Outstanding contributions" has been removed. |
|
CC384
|
Benefit Payment Processing |
Claims Administration |
Benefit Payment Update Type: O/S Contribs |
This new topic has been added. |
|
CC378 |
Benefit Payment Processing |
Claims Administration |
Benefit Payment Update Type: Adjust Benefit |
Wording has been added at the end of the topic. |
|
CC396
|
Benefit Payment Processing |
|
Benefit Payment Authorisation |
Some of the "Authorisation" screen images have been changed. Sections headed "Authorisation error messages" and "Authorisation users list" have been added. A section heading "Documents" has been added to existing text. The "Tools" screen image at the end of the topic has been changed. |
|
CC396
|
Benefit Payment Processing |
|
Member Reinstatement |
The "Benefit Claim Requests" screen image has been changed. |
|
CC396
|
Benefit Payment Processing |
|
Benefit Revision |
The "Benefit Claim Requests" screen image has been changed. |
|
CC375
|
Annuities |
|
Annuity Fund Launch |
This new topic has been added. |
|
CC375
|
Annuities |
|
Loading External Members |
This new topic has been added. |
|
CC375
|
Annuities |
Annuity Maintenance |
Overview |
This topic has been moved out of this sub-book. |
|
CC391
|
Annuities |
Annuity Maintenance |
Annuity Update Type: Investments |
A paragraph has been inserted at the start of the topic. |
|
CC375 CC385 CC387 CC388 CC389 CC391
|
Annuities |
Annuity Maintenance |
Annuity Update Type: Annuity Amount |
Some of the "Member Payment Maintain" screen images have been changed. A Note has been added. The "New Member Payment Maintain" screen image has been changed, wording in the table of descriptions has changed accordingly, and fields have been added to the table. A Note has been added at the start of the section headed "Add new details". The "New Payment Detail Maintain" screen image has been changed, and wording in the table of descriptions has changed accordingly. Within the section headed "Update relationship details", a Note has been added after the "Client Relationship Details" screen image. |
|
CC375
|
Annuities |
Annuity Maintenance |
Annuity Update Type: Bank Accounts |
A spelling error has been corrected. A Note has been added after the third screen image. |
|
CC375 CC391
|
Annuities |
Annuity Maintenance |
Annuity Update Type: Membership Group |
The "Scheme Membership Group List" screen image has been changed. A Note has been added at the end of the topic. |
|
CC375 CC391
|
Annuities |
Annuity Maintenance |
Annuity Update Type: Address Details |
A paragraph has been inserted at the start of the topic. The "New Client Address Detail" screen image has been changed, and a Note has been added within the section headed "Address". The "Client Address Detail Update" screen image has been changed. The placement of the headings "Address", "Telephone" and "Other" has changed. |
|
CC375 CC385 CC387 CC388 CC391 CC395
|
Annuities |
Annuity Maintenance |
Annuity Update Type: Beneficiaries |
A Note has been added below the "Client List" screen image. A Note has been added below some of the "Client Relationship Details" screen images. A Note has been added to the description of "Reference Number" in the table of definitions below the "Client Relationship Details" screen images. Some of the "Beneficiary Payment Maintain" screen images have been changed. Minor wording changes. The "Annuity Beneficiary" screen images have been changed, and relevant wording has been changed accordingly. The "New Beneficiary Payment Maintain" screen images have been changed, and relevant wording has been changed accordingly. The "New Payment Detail Maintain" screen images have been changed, and a Note has been added below them. The "New Deduction Payment Maintain" screen image has been changed. A section headed "Payment history" has been added at the end of the topic. |
|
CC375
|
Annuities |
Annuity Maintenance |
View Payslips |
The name of this topic has been changed to "Payslips". A heading "View batch payslips" has been inserted. The "Member Payment Maintain" screen image has been changed, and relevant wording changes have been made. A section headed "Generate payment advice" has been added at the end of the topic. |
|
CC391 |
Annuities |
Annuity Maintenance |
Examples of Payment Run Results |
Wording has been added to the Note at the end of the topic. |
|
CC375
|
Annuities |
Annuity Payments |
All |
Most of the web screen images have been changed, and relevant wording changes have been made. |
|
CC375 |
Annuities |
Annuity Payments |
Web Processes |
Within the section headed "Processed", the list of schedules has changed. |
|
CC375 |
Annuities |
Annuity Payments |
Payment Reversals |
This new topic has been added. |
|
CC375 |
Annuities |
Annuity Payments |
Manual Pension Payments |
This new topic has been added. |
|
CC375 |
Annuities |
Annuity Payments > Schedules |
|
The sequence of the topics has changed. |
|
CC383 |
Annuities |
Annuity Payments > Schedules |
Bank Transfer – Annuities |
The second screen image has been changed. A section has been added at the end of the topic. |
|
CC392 |
Annuities |
Annuity Payments > Schedules |
Reconciliation Report |
The second screen image has been changed, a Note has been added, and a section has been added at the end of the topic. |
|
CC383 |
Annuities |
Annuity Payments > Schedules |
Third Party Payment |
The second screen image has been changed, and relevant changes have been made to the list of columns below it. A section has been added at the end of the topic. |
|
CC375 |
Annuities |
Annuity Payments > Schedules |
Payment Instruction |
This new topic has been added. |
|
CC375 |
Annuities |
Annuity Payments > Schedules |
Foreign Draft Schedule |
This new topic has been added. |
|
CC375 |
Annuities |
Annuity Payments > Schedules |
Non-Resident Schedule |
This new topic has been added. |
|
CC394 |
Annuities |
Annuity Payments > Schedules |
Certificates of Existence
|
This topic has been moved to the sub-book "Annuity" under "Reporting", and has been renamed "Certificate of Existence". |
|
CC381 |
Annuities |
Annuity Payments > Schedules |
Pensioner Statement |
The "Monthly Pensioner Statement" screen image has been replaced. |
|
CC375 |
Annuities |
Annuity Payments > Schedules |
Unsuspended Annuitants |
This topic has been moved to the sub-book "Annuity" under "Reporting". |
|
CC375 |
Annuities |
Annuity Payments > Schedules |
Payslip File |
This new topic has been added. |
|
CC375 |
Annuities |
Annuity Payments > Schedules |
Annual Tax Certificates |
This topic has been removed. |
|
CC375 |
Annuities |
Benefit Payments |
|
This new sub-book has been added. |
|
CC375 |
Accounting |
Accounting Set Up |
Recommended Set-up Sequence |
The IN.pensions Main Menu screen image has been changed. |
|
CC375 |
Accounting |
Accounting Set Up |
Bulk Payment Control |
The IN.pensions Main Menu screen image has been changed. |
|
CC375
|
Accounting |
Accounting Enquiries |
Overview |
The IN.pensions Main Menu screen image has been changed. |
|
|
Accounting |
Accounting Enquiries |
Various |
Minor wording changes. |
|
CC375
|
Accounting |
Accounting Enquiries |
Cheque Instruction |
This topic has been moved and now appears in the sub-book "Bank Enquiries". Wording changes have been made accordingly. |
|
CC375
|
Accounting |
Accounting Enquiries |
EFT Instruction |
This topic has been moved and now appears in the sub-book "Bank Enquiries". Wording changes have been made accordingly. |
|
CC375
|
Accounting |
Accounting Enquiries |
Cash Flow Report |
This topic has been moved and now appears in the sub-book "Bank Enquiries". Wording changes have been made accordingly. |
|
CC375
|
Accounting |
Bank Enquiries |
|
This new sub-book has been added. |
|
CC375 CC396
|
Accounting |
Transactions |
Manual Accounting Transactions |
The "IN.pensions Main Menu" screen image has been changed. The "Accounting Activity Journal List" screen image has been replaced. Sections headed "Authorisation error messages" and "Authorisation users list" have been added. |
|
CC375
|
Accounting |
Transactions |
Allocations |
The "IN.pensions Main Menu" screen image has been changed. |
|
CC375
|
Accounting |
Transactions |
Bulk Payments |
The "IN.pensions Main Menu" screen image has been changed. |
|
CC375
|
Accounting |
Transactions |
EFT Rejections |
The "IN.pensions Main Menu" screen image has been changed. The "Debit Order Control List" screen images have been changed, and references to these screens have been changed accordingly. |
|
CC375
|
Accounting |
Transactions |
Debit Order Rejections |
The "IN.pensions Main Menu" screen image has been changed. The "Debit Order Control List" screen images have been changed, and references to these screens have been changed accordingly. |
|
CC375 |
Accounting |
Cheque Management |
Cheque Number Maintain |
The IN.pensions Main Menu screen image has been changed. |
|
CC375 |
Accounting |
Bank Statement |
Accessing the Bank Statement |
The IN.pensions Main Menu screen image has been changed. |
|
CC375 |
Accounting |
Bank Statement |
Bulk Capture |
The IN.pensions Main Menu and the "Bulk Bank Statement Find" screen images have been changed, and wording in the table of descriptions has changed accordingly. |
|
CC375
|
Accounting |
|
Closing a Financial Year |
The "IN.pensions Main Menu" screen images have been changed. The "Scheme List" screen image has been replaced. |
|
CC375 |
Member |
|
Persons |
Within the sections headed "Viewing a list of person relationships" and "Viewing a list of organisation relationships", the "List of Relationships" screen images have been changed and wording has been added. |
|
CC380 |
Member |
|
Members of a Scheme |
A Note has been added at the end of the section headed "Accessing an existing member". |
|
CC379 |
Member |
|
Membership Details |
Within the section headed "Occupation details", the "Member Occupation Details" screen images have been changed, a section headed "Adding new occupation details" has been added, and a heading "Viewing existing occupation details" has been inserted. Within the section headed "Salary details", the "Member Salary Details" screen image has been changed, and the explanation of "End Date" has been removed from the table of fields below it. |
|
CC393 CC396 |
Member |
|
Member Benefit Payment Enquiry |
The "Benefit Claims Requests" screen image has been changed. A section headed "Tools>Annuity Payment Details" has been added. Within the section headed "Tools>DB FAS Retirement Calc Results", a screen image has been added, and relevant wording changes have been made. The "Member Cheque Number Enquiry" screen images have been changed. |
|
CC375 |
Member |
|
Payment Details |
The "Member Payment Maintain Details" and one of the "Member Payment Maintain" screen images have been changed. |
|
CC375 |
Member |
|
Annuity Details |
The second "Annuity Update" screen image has been changed, and wording has been changed in the paragraph below it. The heading "Annuity transactions" has changed to "Annuity payment history" and the section has been rewritten. |
|
CC375 CC382
|
Reporting |
|
Overview |
The headings "Scheme Information" and Investment Information" have been combined into a section headed "Info". The list of member reports has been resequenced. Additional items have been added to the listing (Exits Processed, Medical Aid Rates, Annuity). |
|
CC376
|
Reporting |
|
Batch Runs |
The second cross-reference has been changed. |
|
CC375 |
Reporting |
All |
|
All web screen images have been changed. |
|
CC375 |
Reporting |
Scheme Information |
|
The name of this sub-book has been changed to "Information". |
|
CC375 |
Reporting |
Investment Information |
|
This sub-book has been removed, and the topics have been incorporated into the sub-book called "Information". |
|
CC406
|
Reporting Administration |
Financial |
Contribution Reconciliation |
Wording has been inserted after the second paragraph. |
|
CC406
|
Reporting |
Exits |
Insured Cover |
Wording has been inserted after the second paragraph. |
|
CC382 |
Reporting |
Exits |
Exits Processed |
This new topic has been added. |
|
|
Reporting |
Member |
Membership Certificate |
A wording error has been corrected within the section headed "Print all membership certificates". |
|
CC406 |
Reporting |
Member |
Benefit Statements |
Wording has been inserted after the Note. A wording error has been corrected within the section headed "Print all benefit statements". |
|
CC406
|
Reporting |
Member |
Member Investment Values |
Wording has been inserted after the third paragraph. |
|
CC406
|
Reporting |
Member |
Member Salary List |
Wording has been inserted after the second paragraph. |
|
CC408
|
Reporting |
General |
Valuation |
The process explaining the creation of the report on the web has been rewritten. |
|
CC402
|
Reporting |
General |
Annuity Valuation |
A Note has been added at the start of the topic. |
|
CC375
|
Reporting |
General |
Medical Aid Rates |
This new topic has been added. |
|
CC375 CC394 |
Reporting |
Annuity |
|
This new sub-book has been added. |
|
CC400
|
Reporting |
Management |
Contribution Reconciliation Status |
Within the section headed "View", the Report Selection screen image has been changed, and relevant changes have been made to the list of columns and explanation below it. |
|
CC375
|
Reporting |
Management |
Suspended Annuities |
This topic has been moved to the sub-book "Annuity". |
|
CC375
|
Preservation Funds |
Preservation Funds |
Product and Scheme Selection |
The "Product Selection" screen image has been replaced. |
|
CC376
|
Preservation Funds |
Preservation Funds |
Conversion |
The cross-reference at the end of the topic has been changed. |
|
CC375
|
Preservation Funds |
Retirement Funds |
Product and Scheme Selection |
The "Product Selection" screen image has been replaced. |
|
CC375
|
Contribution Collection |
|
Intermediary |
The "Scheme List" screen image has been replaced. |
|
CC375 CC376
|
Contribution Collection |
|
Member Update |
The "Product Selection" screen image has been replaced. The cross-reference immediately preceding the heading "Conversion reports" has been changed. |
|
CC375 |
Auxiliary Activities |
Adding a New Income Type |
Overview |
The IN.pensions Main Menu screen image has been changed. |
|
CC374
|
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. |
|
CC374
|
Auxiliary Activities |
Adding a New Pay Centre |
Adding a new Pay Centre (web) |
The "Edit a Pay Centre" screen image has been replaced. |
|
CC375
|
Auxiliary Activities |
Adding a New Pay Centre |
Adding a new Pay Centre (GUI) |
The IN.pensions Main Menu and the "Scheme List" screen images have been replaced. |
|
CC375 |
Auxiliary Activities |
Data Conversion Utility |
Annexure C: Beneficiaries |
The "Annuity Beneficiary" screen image has been changed, and relevant wording has been changed accordingly. |
|
CC375 CC397 |
Auxiliary Activities |
Language Translation |
Language Translation |
The IN.pensions Main Menu screen image has been changed. The "Translation Value List" screen images have been changed. A section headed "Find translation values" has been added. |
|
CC376
|
Auxiliary Activities |
Submitting Batch Jobs |
|
This new sub-book has been added. |
|
CC398
|
Supplements |
Accounting Transaction Examples > Annuity Process |
|
This new sub-book has been added. |
|
CC375 CC393
|
Supplements |
Interfaces > Accounting Interfaces > Interface to Smartstream |
Cheque Summary |
The "IN.pensions Main Menu" screen image has been changed. The second and third "Cheque Summary" screen images have been changed. |
|
CC375
|
Supplements |
Interfaces > Accounting Interfaces > Interface to Smartstream |
Cheque Authorisation |
The "IN.pensions Main Menu" screen image has been changed.
|
|
CC375
|
Supplements |
Interfaces > Accounting Interfaces > Interface to Smartstream |
Bank Transfer Summary |
The "IN.pensions Main Menu" screen image has been changed. |
|
CC375
|
Supplements |
Interfaces > Accounting Interfaces > Interface to Smartstream |
Bank Transfer Authorisation |
The "IN.pensions Main Menu" screen image has been changed. |
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CC375 |
Supplements |
Projections on Member Web Site |
Parameters |
The "Scheme List" and "Scheme Parameters List" screen images have been replaced, and relevant wording has been changed accordingly. |
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CC375 |
Supplements |
Scheme Conversion Checklist |
Scheme Conversion Checklist |
Wording changes within the section headed "System preparation". |
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CC377 |
Client Specific |
Metropolitan > Interfaces and Extracts |
Overview and Setup |
A translation value has been added at the end of the topic. |
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CC377 |
Client Specific |
Metropolitan > Interfaces and Extracts |
Corporate Payment System (CPY) |
Within the section headed "Translation values", an attribute has been added. A wording error has been corrected. The "Translation Header List" screen images have been replaced. A section explaining the FUND attribute has been added. |
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CC377 |
Client Specific |
Metropolitan > Interfaces and Extracts |
EB Ledger Interface |
Within the section headed "Translation values", an attribute has been added. A wording error has been corrected. The "Translation Header List" screen images have been replaced. A section headed "Fund" has been added. |
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Index |
Book |
Sub-book |
Topic |
Details of change |
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CC407
|
Monthly Member Data and Contribution Cycle |
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Selecting the Pay Centre |
The "Employer Selection" web screen image has been changed. |
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CC407
|
Benefit Payment Processing |
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Various |
Most of the web screen images have been changed. |
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CC407
|
Benefit Payment Processing |
Capturing of Exit Notifications |
Various |
Most of the web screen images have been changed. |
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CC363 CC380
|
Benefit Payment Processing |
Capturing of Exit Notifications |
New Claim |
Wording and screen images have been inserted above the "Benefit Claim Results" screen image. A Note has been added at the end of the topic. |
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CC407
|
Scheme and Investment Information |
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Various |
Most of the web screen images have been changed. |
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CC407
|
Reports |
All |
Various |
Most of the web screen images have been changed. |
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Reports |
Exits Reports |
Insured Cover |
A column has been removed from the list below the "Insured Cover List" screen image. |
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|
Reports |
Member Reports |
Benefit Statements |
A wording error has been corrected within the section headed "Print all benefit statements". |
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CC362 |
Reports |
Member Reports |
Member Switches |
A column has been added to the list below the "Switch Report" screen image. |
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Index |
Book |
Sub-book |
Topic |
Details of change |
|
|
Reports |
|
Scheme Selection |
The "Scheme Selection" screen image has been replaced, and a Note has been added below it. |
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|
Reports |
Exits Reports |
Insured Cover |
A column has been removed from the list below the "Insured Cover List" screen image. |
|
|
Reports |
Member Reports |
Benefit Statements |
A wording error has been corrected within the section headed "Print all benefit statements". |
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CC362 |
Reports |
Member Reports |
Member Switches |
A column has been added to the list below the "Switch Report" screen image. |
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Index |
Book |
Sub-book |
Topic |
Details of change |
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CC401 CC403
|
Member Web Site Access |
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All |
Screen images have been changed. |
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CC403
|
Member Web Site |
|
Overview |
A section headed "Multiple memberships" has been added. |
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CC403
|
Member Web Site |
|
All |
Screen images have been changed, and relevant wording has been changed where necessary. |
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CC403 |
Member Web Site |
Member Details |
Member Details Overview |
The name of this topic has been changed to "Overview". |
|
CC403 |
Member Web Site |
Scheme Information |
Scheme Information Overview |
The name of this topic has been changed to "Overview". |
|
CC403 |
Member Web Site |
Investments |
Investments Overview |
The name of this topic has been changed to "Overview". |
|
CC403 |
Member Web Site |
Investments |
Investments Information |
This topic has been repositioned and renamed "General Information". |
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CC403 |
Member Web Site |
Quotes |
|
The name of this sub-book has been changed to "Scheme Benefit Quotes". |
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CC403 |
Member Web Site |
Quotes |
Quotes Overview |
The name of this topic has been changed to "Overview". |