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Index |
Book |
Sub-book |
Topic |
Details of change |
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CC544
|
Introduction |
Functionality of IN.pensions |
Member Web Site |
Wording has been added within the section headed "Data captured by member". |
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CC537
|
Introduction |
Processes |
Infrastructure Administration |
Wording has been added within the section headed "Global Parameters". |
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CC537
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Infrastructure |
|
Infrastructure Overview |
Wording has been added within the section headed "Parameters". |
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CC545
|
Infrastructure |
System Entities |
Administrator Structure |
The "JU1BE Client Address Maintain" screen image has been replaced. |
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CC545
|
Infrastructure |
System Entities |
Corporate Client |
The "JU1BE Client Address Maintain" and "Client Address Detail" screen images have been replaced, and relevant changes have been made in the tables of descriptions below them. |
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CC545
|
Infrastructure |
System Entities |
Asset Manager |
The "JU1BE Client Address Maintain" and "Client Address Detail" screen images have been replaced, and relevant changes have been made in the table of descriptions below them. |
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CC537
|
Infrastructure |
System Data > Parameters |
Global Parameters |
Wording has been added within the section headed "Purpose" and the "JU1AW Global Parameter Maintain" screen image has been replaced. The section headed "Add new parameter type" has been rewritten. Sections headed "Update a parameter type", "Factor values", "Add a new factor values table", "Update a factor value", "Delete a factor value" and "Capturing of factors in benefit calculations" have been added. |
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CC535 |
Infrastructure |
System Data |
Currency Exchange Rates |
The "JU2EL Exchange Rate List" screen images have been replaced. Wording has been added within the section headed "Create a new exchange rate". A section headed "Authorise" has been added. A Note and screen references have been added within the section headed "Search for exchange rates". |
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CC535 |
Accounting |
Transaction Capture |
Manual Accounting Transactions |
Within the section headed "Create an accounting activity journal", the field name "Currency of Origin" has changed to "Currency" in the table of descriptions. |
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CC552 |
Investment |
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Investment Mediums |
The "JU1AQ Investment Medium Details" screen image has been replaced, and relevant wording has been changed in the table of field descriptions. |
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CC545 |
Schemes |
Infrastructure Requirements |
Corporate Client Address Details |
The "JU1BE Client Address Maintain" and "Client Address Detail" screen images have been replaced. |
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CC545 |
Schemes |
Infrastructure Requirements |
Pay Centre Contact Person Details |
The "JU1BE Client Address Maintain" screen image has been replaced. |
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CC545
|
Schemes |
Scheme Update |
Scheme Update Type: Contact Persons |
The "JU1BE Client Address Maintain" and "Client Address Details" screen images have been replaced, and relevant wording has been changed. |
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CC537 |
Schemes |
Scheme Update |
Scheme Update Type: Maintain Scheme Benefit Rules |
Cross-references have been added to the tables of descriptions within the sections headed "Benefit product", "Scale of benefits" and "Spouses and children". The section headed "Define the benefit packages linked to each event" has been rewritten. |
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CC535
|
Schemes |
Scheme Update |
Scheme Update Type: Bank Account Rule |
Wording has been changed at the start of the section headed "Notes on EFT rules", and in the table of descriptions. |
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CC537 |
Schemes |
Calculation Components |
|
This new sub-book has been added. |
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CC554 |
Members |
|
Membership Details |
The menu screen images have been replaced. Sections headed "Transfer details" and "Service details" have been added. The sections headed "Temporary absence" and "Membership transfer detail" have been removed, and the relevant cross-references have been updated. |
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CC553 |
Members |
Products > Beneficiary Fund |
Initial Setup |
A change has been made to the table of security codes. |
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CC545 |
Processes |
Annuities > Annuity Maintenance |
Annuity Update Type: Address Details |
The "JU1BE Client Address Detail" screen images have been replaced, and relevant wording changes have been made. |
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CC545 |
Processes |
Annuities > Annuity Maintenance |
Annuity Update Type: Beneficiaries |
The "JU1BE Client Address Maintain" screen image has been replaced. |
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CC552 |
Processes |
Benefits > Claims Administration |
Benefit Payment Update Type: Adjust Benefit |
A Note has been added at the start of the topic. |
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CC554 |
Processes |
Benefits > Claims Administration |
Benefit Payment Update Type: Tax Dir Request |
A cross-reference has been changed in the table of field descriptions. |
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CC554 |
Processes |
File Transfer |
Overview |
Wording has been added to the table at the start of the topic. |
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CC552 CC555 |
Processes |
File Transfer |
Uploading Files and Documents |
The File Upload menu screen image has been changed. A section headed "Batch file upload" has been added. A cross-reference has been corrected within the section headed "Unit prices upload". A section headed "Other uploads" has been added. |
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CC545 |
Processes |
File Transfer |
Annexure C: Addresses |
The "JU1BE Client Address Maintain" screen image has been replaced and changes have been to the input file layout. |
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CC552 |
Processes |
File Transfer |
Annexure C: Batch Files |
This new topic has been added. |
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CC554 |
Processes |
File Transfer |
Annexure C: Liabilities |
The sub-menu screen image has been replaced. |
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CC555 |
Processes |
File Transfer |
Annexure C: Medical Aid Rates |
This new topic has been added. |
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CC554 |
Processes |
File Transfer |
Annexure C: Pensionable Service Dates |
A Note has been added at the start of the topic. The "JU3MC Membership Transfer Details List" screen image has been replaced and screen references have been changed. The sub-menu screen image has been replaced. |
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CC554 |
Processes |
File Transfer |
Annexure C: Salary History |
The sub-menu screen image has been replaced. |
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CC554 |
Processes |
File Transfer |
Annexure C: Transfer and Service Details |
This new topic has been added. |
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CC535 |
Auxiliary Activities |
Adding a New Income Type |
Infrastructure: Create a new Income Type |
Wording has been added to the table of descriptions at the end of the topic. |
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CC552
|
Supplements |
Scheme Launch Coding Sheet |
Investment/ Investment Medium |
The field name "Product Packager" has changed to "External Value". |
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Index |
Book |
Sub-book |
Topic |
Details of change |
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CC544 |
Member Web Site |
|
Overview |
Minor wording changes within the section headed "Member Details". The menu screen image has been changed. The "Membership Details" screen image has been changed. |
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CC544 |
Member Web Site |
Member Details |
Membership Details |
The "Membership Details" screen image has been changed. |
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CC544 |
Member Web Site |
Member Details |
Contact Details |
This topic has been rewritten. |
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CC544 |
Member Web Site |
Member Details |
Bank Account |
This new topic has been added. |
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CC544 |
Member Web Site |
Member Details |
Contribution Details |
The "Contribution Details" screen images have been changed. |
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CC544 |
Member Web Site |
Member Details |
Salary Details |
The "Salary Details" screen images have been changed. |
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CC544 |
Member Web Site |
Member Details |
Benefit Statement |
The "Benefit Statement" screen images have been changed. |
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CC544 |
Member Web Site |
Member Details |
Change Password |
The "Change Password" screen image has been changed. |
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CC544 |
Member Web Site |
Member Details |
View/Update security questions |
The "Update Security Questions" screen image has been changed. |