|
Index |
Book |
Sub-book |
Topic |
Details of change |
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CC488 |
Introduction |
Functionality of IN.pensions |
Trustee Web Site |
A report has been added to the list of available reports. |
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|
CC484 |
Introduction |
Functionality of IN.pensions |
Annuity Web Site |
This new topic has been added. |
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|
CC477 |
Introduction |
Processes |
System Administration |
Items have been added to the list in the introductory paragraph. Wording has been removed within the section headed "Corporate client". Sections headed "Intermediary client" and "Asset manager" have been added. |
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|
CC484 |
Security |
Access |
Overview |
Within the section headed "Accesses per role", a new role has been added. Within the section headed "Registration steps per role", a new role has been added. |
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|
CC477 |
Infrastructure |
|
Infrastructure Overview |
A paragraph headed "Asset Manager" has been added at the end of the section headed "System entities". |
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|
CC477 |
Infrastructure |
System Entities |
Asset Manager |
This new topic has been added. |
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CC483 |
Investment |
Investment Advice |
|
A paragraph has been added after the "JU3AK Advice Detail List" screen image. |
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CC477 |
Schemes |
Infrastructure Requirements |
New Corporate Client |
The "Systems Entities" screen image has been replaced. Wording following the "Corporate Client" screen image has been changed. Within the table of descriptions, wording for the definition of Type has been changed. |
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|
CC477 |
Schemes |
Infrastructure Requirements |
Pay Centres |
Wording at the start of the sections headed "Capturing a new pay centre" and "Selecting an existing pay centre" has been changed, and the first menu screen images have been removed. |
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|
CC477 |
Schemes |
Infrastructure Requirements |
Pay Centre Contact Person Details |
The first screen images within the sections headed "Person details" and "Address details" have been changed. |
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|
CC476 |
Schemes |
Scheme Associations |
Overview |
A section headed "Financial period closure" has been added. |
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CC476 |
Schemes |
Scheme Associations |
Association of Scheme |
Wording has been added at the end of the section headed "Umbrella schemes". A section headed "Validation error messages" has been added. A heading "Authorisation" has been inserted. |
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|
CC476
|
Schemes |
Scheme Update |
Scheme Update Type: Financial Period Calendar |
Screen references have been added to some screen names. Wording has been added at the end of the section headed "Defining the financial period calendar". Messages have been added at the end of the section headed "Warning and error messages". |
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CC478 CC479 CC480 CC485
|
Schemes |
Scheme Update |
Scheme Update Type: Maintain Scheme Benefit Rules |
The menu screen image has been replaced at the end of the section headed "Update a BSV". and wording changes have been made accordingly. Wording changes have been made at the end of the section headed "Create a BSV". The heading "NRA" has been changed, and wording and screen changes have been made within that section. Within the section headed "Benefit Product", the first menu screen image has been replaced, changes have been made to the definitions of "Formula Type" and "Formula Applied to" in the table of definitions, and changes have been made to the table of benefit combinations. Within the section headed "Scale of benefits", changes have been made to some of the definitions in the table of definitions. Within the section headed "Spouses and children", wording has been added to the introductory paragraph. A section headed "Calculation" has been added. The first menu screen image has been replaced within the sections headed "Benefit event" and "Define the benefit packages linked to each event" and wording has been changed accordingly. |
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CC493 |
Members |
|
Member Benefit Payment Enquiry |
Screen images have been replaced within the sections headed "Claim Details Report", "DB Refund Calc Results" and "FAS Calc Results", and a Note has been added after the "CJU4CY Accrual Benefit Calculation" screen image. |
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CC492 |
Members |
Products > Preservation Fund |
Product and Scheme Selection |
The sub-menu screen image at the end of the topic has been replaced |
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CC492 |
Members |
Products > Preservation Fund |
Member List |
The sub-menu screen image has been replaced |
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|
CC492 |
Members |
Products > Preservation Fund |
New Investor Details |
The sub-menu screen image has been replaced |
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CC492 |
Members |
Products > Preservation Fund |
Investment Details |
The sub-menu screen image has been replaced |
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CC492 |
Members |
Products > Preservation Fund |
Beneficiaries |
This new topic has been added. |
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CC492 |
Members |
Products > Preservation Fund |
Member Extract |
This topic has been removed. |
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CC492 |
Members |
Products > Preservation Fund |
Commission Extract |
This topic has been removed. |
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CC484 |
Processes |
Annuities > Annuity Maintenance |
Annuity Update Type: Annuity Amount |
Within the section headed "Add new details", a cross-reference has been changed. |
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CC489 |
Processes |
Annuities > Annuity Maintenance |
Annuity Update Type: Beneficiaries |
The name of screen JU4DC has been corrected within the section headed "Annuity payment". |
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CC484 |
Processes |
Annuities > Annuity Maintenance |
Annuity Update Status |
The cross-reference at the end of the topic has been changed. |
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CC484 |
Processes |
Annuities > Annuity Maintenance |
Examples of Payment Run Results |
The cross-reference at the end of the topic has been changed. |
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CC483 CC484 CC486 |
Processes |
Annuities > Annuity Payments |
Annuity Processes |
Within the section headed "New (Annuities or Living Annuity)", the screen image has been replaced and relevant wording has been changed in the table of field descriptions. The name of the topic has changed to "Overview" and the topic has been revised. |
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CC484
|
Processes |
Annuities > Annuity Payments |
Client Enquiries |
This new topic has been added. |
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CC484
|
Processes |
Annuities > Annuity Payments |
Pensioner Updates |
This new topic has been added. |
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CC484
|
Processes |
Annuities > Annuity Payments |
Monthly Payments |
This new topic has been added. |
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CC484
|
Processes |
Annuities > Annuity Payments |
Reports |
This new topic has been added. |
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CC484
|
Processes |
Annuities > Annuity Payments > Schedules |
Overview |
This new topic has been added. |
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CC484 |
Processes |
Annuities > Benefit Payments |
Claims |
A screen image has been added at the start of the topic. |
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CC484
|
Processes |
Annuities > New Business |
|
This new sub-book has been added. |
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CC484 |
Processes |
Annuities > Benefit Payments |
Quotes |
A screen image has been added at the start of the topic. |
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CC490 CC493
|
Processes |
Benefits |
Benefit Quotations |
Wording and screens have been added within the section headed "New quote". Minor wording changes in the paragraph immediately preceding the section headed "Quote enquiry" and at the end of the topic. Wording has been added within the section headed "New enquiry".
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CC493
|
Processes |
Benefits |
Benefit Projections |
Wording and screens have been added within the sections headed "Benefit projection results" and "Projection enquiry". |
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|
CC492 |
Processes |
Benefits > Capturing of Exit Notifications |
Overview |
The second sub-menu screen image has been replaced. |
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CC490 |
Processes |
Benefits > Capturing of Exit Notifications |
Claim Enquiry |
Minor wording change within the section headed "View amount breakdown". |
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|
CC492 |
Processes |
Benefits > Capturing of Exit Notifications |
Death Claim |
Within the section headed "Beneficiary details" screen images have been changed and wording has been added. |
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|
CC492 |
Processes |
Benefits > Claims Administration |
Overview |
The screen image at the end of the topic has been replaced. |
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|
CC485 CC493 |
Processes |
Benefits > Defined Benefits |
Benefit Payment Update Type: DB Calc |
The "CJU4CY Accrual Benefit Calculation" screen image has been replaced, a Note has been added after it, and relevant changes have been made in the table of fields. The "JU4CX DB Calc Refund" screen image has been replaced. The "CJU4EP Defined Benefit Calculation" screen image has been replaced, and relevant changes have been made in the table of fields. A cross-reference has been added at the end of the topic |
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CC478 |
Processes |
Benefits > Death and Disability |
Benefit Payment Update Type: Benefit Payment Update Type: Spouse/Children |
A formula type has been added in the introductory paragraph. |
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CC490 |
Processes |
Contributions > Income > Income Billing |
Process Expected Income |
Minor wording change in the table of fields and in the paragraph immediately preceding the last screen image. |
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|
CC490 |
Processes |
Contributions > Income > Income Billing |
Authorise Expected Income |
Minor wording change in the table of fields and in the paragraphs immediately preceding and following the "Expected income detail" screen image. |
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|
CC490 |
Processes |
Contributions > Income |
Late Contribution Interest |
Minor wording change in the table of fields within the section headed "View late interest details". Minor wording change in the Note within the section headed "Authorize provisional late interest". |
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|
CC484 |
Processes |
Debit Orders |
Debit Orders |
Within the section headed "Monitor batch run", the "Error Log Report" screen image has been replaced. |
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CC490 |
Processes |
Expense Billing |
Expenses |
The "Expense Billing" screen image has been replaced, and a Note has been added after it. |
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CC490 |
Processes |
Expense Billing |
Authorise Expenses |
The "Expense Billing" screen image has been replaced, and a Note has been added after it. |
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|
CC494 |
Processes |
Switches |
Bulk Switches |
Within the section headed "Authorising bulk switches", a screen image has been changed and wording has been added. Within the section headed "Cancelling bulk type switches", the first screen image has been changed. |
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CC494 |
Processes |
Switches |
Bulk Allocations |
Within the section headed "Overview", a screen image has been changed and wording has been added. Within the sections headed "Cancelling allocations" and "Authorising bulk allocations", the first screen images have been changed. Wording has been added at the end of the section headed "Creating a new bulk allocation". |
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|
CC484 |
Scheme Reports |
|
Overview |
Reports have been added within the "Annuity" section. |
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CC491
|
Scheme Reports |
Exits |
Insured Cover |
Wording has been inserted after the introductory paragraph. |
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|
CC482 CC491
|
Scheme Reports |
Member |
Member Investment Values |
Wording has been inserted after the introductory paragraph. Within the section headed "PDF format", the screen image showing the totals has been changed, and relevant wording has been changed. |
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CC484 |
Scheme Reports |
General |
Error Log Report |
The "Error Log Report" screen image has been replaced, and wording has been added at the end of the topic. |
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CC488 |
Scheme Reports |
General |
Trustee Report |
This topic has been revised. |
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CC484 |
Scheme Reports |
Annuity |
Unsuspended Annuitants |
This topic has been revised. |
|
|
CC484 CC487 |
Scheme Reports |
Annuity |
Annuity Valuation |
This topic has been revised. Details of the batch job have been corrected |
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|
CC484 CC487 |
Scheme Reports |
Annuity |
Deferred Annuity Valuation |
This topic has been revised. Details of the batch job have been corrected |
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CC484 |
Scheme Reports |
Annuity |
Error Log Report |
This new topic has been added. |
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|
CC477 |
Auxiliary Activities |
Adding a New Pay Centre |
Adding a new Pay Centre (Infrastructure) |
The "Systems Entities" screen image has been replaced. |
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|
CC477
|
Supplements |
Batch Programs |
Batch Jobs |
A batch job has been added at the start of the topic. A section headed "B_JU3EK_ASSET_MANAGER_EXTRACT" has been added. |
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CC475
|
Supplements |
Interfaces > Bank Interfaces |
Overview |
Items have been added to the list in the introductory paragraph. Changes have been made to the list of items following the "Bank Account Details" screen image. Wording changes within the sections headed "Processing EFT’s" and "EFT generation". Entries have been added to the table of descriptions within the section headed "EFT generation". |
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CC475
|
Supplements |
Interfaces > Bank Interfaces |
Viewing Results |
The first two screen images have been replaced, and wording changes have been made. |
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CC477 |
Supplements |
Scheme Conversion Checklist |
Scheme Conversion Checklist |
A field has been added within the section headed "System preparation". |
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CC485 |
Supplements |
MIR Calculated Value |
|
This new sub-book has been added |
|
|
CC476 CC478 CC480
|
Supplements |
Scheme Launch Coding Sheet |
Scheme |
Within the section headed "Scheme Details", a field has been added. The heading "Benefits (normal retirement ages)" has been changed, and changes have been made within that section. Within the section headed "Benefit Products", changes have been made to the lists headed BENEFIT PRODUCT TYPES and AVAILABLE OPTIONS. |
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CC495 |
FAQ |
|
|
This new book has been added. |
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|
Index |
Book |
Sub-book |
Topic |
Details of change |
|
CC481 |
|
|
Overview |
The second paragraph within the section headed "Investment Details" has been amended. |
|
CC492 |
Member Details |
|
Membership Details |
A Note has been added at the start of topic. |
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CC492 |
Member Details |
|
Beneficiaries |
This new topic has been added. |
|
CC481 |
Investments |
|
Allocation / Switches |
A Note has been added at the start of the topic. Within the section headed "Change allocation of future contributions", wording has been amended after the first screen image. |
|
CC493 |
Scheme Benefit Quotes |
|
Overview |
A screen has been added and relevant wording changes have been made. |
|
CC493 |
Scheme Benefit Quotes |
|
New Quotes |
The "Benefit Quote Results" and "Breakdown of Results" screen images have been replaced, and wording has been added. |
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CC493 |
Scheme Benefit Quotes |
|
Previous Quotes |
A second "Breakdown of Results" screen image has been added, and relevant wording changes have been made. |
|
CC493 |
Scheme Benefit Quotes |
|
New Projection |
A screen has been added and relevant wording changes have been made. |
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CC493 |
Scheme Benefit Quotes |
|
Previous Projections |
Wording has been added at the end of the topic. |
|
Index |
Book |
Sub-book |
Topic |
Details of change |
|
CC488
|
Introduction |
|
Overview |
A report has been added to the listing (Trustee Report). |
|
CC488
|
Introduction |
|
Navigation Principles |
The menu screen image has been changed. |
|
CC488
|
Reports |
Trustee Report |
|
This new sub-book has been added. |
|
Index |
Book |
Sub-book |
Topic |
Details of change |
|
CC484 |
|
|
|
This new manual has been added. |