|
Index |
Book |
Sub-book |
Topic |
Details of change |
|
CC579 |
Introduction |
Functionality of IN.pensions |
Administrator |
Wording has been added to the description of "Capture of basic fund details, sponsor, type of fund, etc.". |
|
CC581 |
Introduction |
Processes |
Member Administration |
Additional details have been added to the Personal Details list in the “Enquiries on person and membership details“ section. |
|
CC577 |
Introduction |
Processes |
Batch Processing of Investment Transactions |
A “Note” has been added to each of the following sections: “Unitisation and re-unitisation”, “Investment realisation”, “Investment switching” and “Distribution”. |
|
CC569 |
Security |
Registration > Single Password |
View / Update security questions |
The menu select and access options paragraph has been changed. |
|
CC569 CC574 |
Infrastructure |
System Data > Document Templates |
Overview |
Additional steps have been added to the “Maintaining a template” and “Maintaining a template element” sections. |
|
CC569 CC574 |
Infrastructure |
System Data > Document Templates |
Document Template |
An introductory comment has been added. The “JU1FL PDF Template List” screen has been renamed and replaced by the “JU1FI Template List” screen and further references have been added below, in the “Add a new template” section. The “JU1FI Template Search” screen has been renamed and replaced by the “JU1FI Template Search” screen and relevant wording has been changed in the table of field descriptions, in the “Add a new template” section. The “JU1FI Maintain PDF Template” screen has been renamed and replaced by the “JU1FI Maintain Template” screen, in the “Add a new template” section. The “JU1FL PDF Template List” screen has been renamed and replaced by the “JU1FI Template List” screen and further references have been added below, in the “Use an existing template” section. The “JU1FI Maintain PDF Template” screen has been renamed and replaced by the “JU1FI Maintain Template” screen and further references have been added below, in the “Add a new template” section. Relevant warning messages in this section have been replaced. An introductory comment has been added to the “Link templates to a scheme” section and references to PDF have been removed from or added to screen names and the screens and menus replaced. A “Preview samples” section has been added to this topic. The sub-menu from the “JU1FI PDF Template List” screen has been replaced, in the “Link to template element” section and screen names have been changed to include “PDF” where necessary. The “JU1FJ Template/Scheme Association” screen name has been changed to the “JU1FK Template/Element Association” in this section. The introductory comment to the “Authorise a template” section has been changed and the “JU1FI Maintain PDF Template” screen has been changed to the “JU1FI Maintain Template” screen. A “Link template as a default” section has been added to this topic. “PDF” has been removed from relevant text and the screens replaced in all instances of the “JU1FL Template Element List” and the JU1FL Maintain Template Element” screens and relevant wording has been changed in the table of field descriptions, in the “Add a new element” section. The introductory comment has been changed and “PDF” has been removed from relevant text and the screens replaced in all instances of the “JU1FL Template Element List” and the JU1FL Maintain Template Element” screens and relevant wording has been changed in the table of field descriptions, in the “Edit elements” section. Examples of “Table element type” screens have been added and explanatory text replaced in this section. “PDF” has been removed from relevant text and the screens have been replaced in all instances of the “JU1FL Template Element List” and the JU1FL Maintain Template Element” screens, in the “Authorise an element” and “Edit an element” sections. An “Inclusion criteria” section has been added to this topic. Within the section headed "Link template to a scheme", the "JU1FJ PDF Template/Scheme Association" screen images have been replaced and text has been added. |
|
CC574 |
Infrastructure |
System Data > Document Templates |
Template Elements |
The “JU1FL Template Element List” screen has been replaced in the “Add a new element” section. The “Edit elements” and “Edit content” sections have been re-written and added to. |
|
CC579 |
Infrastructure |
System Data > General |
Scheme Group Type |
The "JU1A1 Scheme Group Type Values" screen image has been replaced. |
|
CC578 |
Infrastructure |
System Data |
Benefits Maintenance |
This topic has been removed. |
|
CC578 |
Infrastructure |
System Data > Benefits Maintenance |
|
This new sub-book has been added. |
|
CC575 CC578 |
Infrastructure |
System Data |
Tax Tables |
The ‘JU1BF Benefit Payment Tax Group Maintenance” screen has been replaced in the “Purpose” section. The “JU1BF Benefit Payment Tax Group Maintenance Details” screen has been replaced in the “Create a new benefit payment tax group” section and relevant wording has been changed in the table of field descriptions. The “JU1BJ Tax Rate Maintain” screen has been replaced in the “Tax rates” section. The “JU1CJ Tax Rebate Value List” and the “JU1CJ Tax Rebate Details” screens have been replaced in the “Rebates” section. The “JU1BM Marginal Rate Value List” and the “JU1BM Tax Details” screens have been replaced in the “Marginal rates” section. The “JU1BL Tax Limits Maintain” and the “JU1BL Tax Limits Details Maintain” screens have been replaced in the “Tax limits” section. Extra information has been added changed in the table of field descriptions. Extra information has been added changed in the table of field descriptions. |
|
CC576 |
Infrastructure |
Batch |
Maintain Batch Schedule |
A note regarding the Trustee Report, Effective Date has been removed from the “Schedule a Batch Run” section. The “Report Criteria” screen has been replaced, for all “Batch Groups”, in the “Report Criteria” section and relevant wording has been changed in the table of field descriptions. “INVECC575ST STATEMNT” has been added as a new “Batch Group”. |
|
CC577 |
Accounting |
Transaction Capture |
Manual Accounting Transactions |
The “Transaction Capture” menu has been changed in the “Purpose” section. |
|
CC577 |
Accounting |
Transaction Capture |
Allocations |
The “Transaction Capture” menu has been changed in the “Bank account allocations” section. |
|
CC577 |
Accounting |
Transaction Capture |
Bulk Payments |
The menu has been changed in the “Purpose”, “Flag transactions as paid”, “Reject a bulk payment” and “Authorise a bulk payment” sections. |
|
CC577 |
Accounting |
Transaction Capture |
EFT Rejections |
The “Transaction Capture” menu has been changed in the “Purpose”, and “Member payment reversals” sections. |
|
CC577 |
Accounting |
Transaction Capture |
Debit Order Rejections |
The “Transaction Capture” menu has been changed in the “Purpose” section. |
|
CC577 |
Accounting |
Transaction Capture |
Fund Disinvestment |
The new topic has been added. |
|
CC564 CC573 |
Investment |
|
Investment Mediums |
The “JU1AQ Investment Medium Details” screen has been replaced, in the “Creating a new Investment Medium” section and relevant changes have been made in the table of descriptions below. Further explanation has been added to the “JU1AQ Investment Medium Details” screen’s table of field descriptions, in the “Creating a new investment medium” section. |
|
CC576 |
Investment |
|
Investment Return Projection Assumptions |
This new topic has been added. |
|
CC564 |
Investment |
|
Unit Price |
The “JU1BN Unit Price Maintenance” screen has been replaced and relevant changes have been made in the table of descriptions below. |
|
CC573 |
Investment |
|
Take-on of MV for Bonus Funds with MV Adjustments |
This new topic has been added. |
|
CC558 CC570 |
Schemes |
Scheme Launch |
Launching a Scheme |
The “JU1BK Scheme List” screen has been replaced. The “JU1BK Nature of Scheme” screen has been replaced and relevant changes have been made in the table of descriptions below. |
|
CC570 CC577 |
Schemes |
Scheme Update |
Scheme Update Type: Bank Account Rule |
The “Manual Accounting Transactions” sub-menu has been changed in the “Notes on EFT rules” section. |
|
CC576 |
Schemes |
Scheme Update |
Scheme Update Type: Investments |
The “JU1BV Scheme Portfolio List” sub-menu selection screens have been replaced in the “Distribution” section. |
|
CC558 CC560 CC570 |
Schemes |
Scheme Update |
Scheme Update Type: Membership Group |
The introductory comment to this topic and the “JU1BR Scheme Membership Group List” screen, have been replaced. The “JU1BR Scheme Membership Group Detail” screens have been replaced in the “Membership Group Type: Annuity” and “Medical Aid” sections and relevant changes and additions have been made in the table of descriptions below, and information has been added regarding validations. “Membership Group Type: NI” and “Membership Group Type: Voluntary” sections have been added to this topic. The “Benefit membership group eligibility rules” section has been removed. The sub-menu from which the “Associate Portfolio to Investment Membership Group” is selected has changed in the “Associate portfolio to investment membership group” section. The “Notes” in the “Investment membership group income split” section has been changed. The “JU1BR Scheme Membership Group Detail” screen has been replaced and the selection sub-menu has been changed in the “Medical Aid” section. A “Discontinue Use” section has been added to this topic. |
|
CC576 |
Schemes |
Scheme Update |
Scheme Update Type: Income |
The “JU1BY Scheme Global Type Details” screen has been replaced in the “Scheme Income Type Allocation” section and relevant wording has been changed in the table of field descriptions. The “JU1BY Scheme Income Type Allocation” screen has been replaced in the “Associate rule to income type” section. |
|
CC576 |
Schemes |
Scheme Update |
Scheme Update Type: Expenses |
The “JU1BY Scheme Global Type Details” screen has been replaced in the “Scheme expense type allocation” section and relevant wording has been changed in the table of field descriptions. |
|
CC576 |
Schemes |
Scheme Update |
Scheme Update Type: Fund Global Type |
The “JU1FN Scheme Global Type Details” screen has been replaced and relevant wording has been changed in the table of field descriptions. |
|
CC570 |
Schemes |
Scheme Update |
Scheme Update Type: Financial Period Calendar |
The “Financial Period Calendar” selection sub-menu on the “Scheme List” screen has been changed. |
|
CC570 |
Schemes |
Additional Menu Options |
Overview |
The “JU1BK Scheme List” menu selection screen has been replaced |
|
CC570 CC576 |
Schemes |
Additional Menu Options |
Scheme Parameters |
The “Scheme Parameters” selection sub-menu has been replaced. The “JU1DO Scheme Parameter Details” screen has been replaced. Two new sections, “Creating a projection assumption” and “Assumption input values” have been added. Two items have been added to the “Additional reading” section. |
|
CC570 CC576 |
Schemes |
Additional Menu Options |
Investments |
The “Investments” selection sub-menu has been replaced, in the “Investments” section. The “Life Cycle Switching Rules” selection sub-menu has been replaced. The menu screens have been replaced throughout this topic. Two new sections, “Investment Return Projection Assumptions” and “Assumption input values” have been added, with items for “Additional reading”. |
|
CC567 CC570 CC571 CC576 |
Schemes |
Additional Menu Options |
Formats |
The “JV0AA Maintain Notation” screen has been changed in the “Benefit statement formats” and “Investment statement formats” sections. The “Benefit Statement Formats”, “Investment Statement Formats”, “New Entrant Certificate Format”, and “Projection Assumptions” selection sub-menus have been replaced. Items for “Additional reading” have been added to the “Projection assumptions purpose” section. |
|
CC570 |
Schemes |
Additional Menu Options |
Disclaimers |
The “Switching Disclaimers” and “Benefit Disclaimers” selection sub-menus have been replaced. |
|
CC570 |
Schemes |
Additional Menu Options |
Distribution |
The “Reserve Distribution”, “Umbrella Distribution” selection sub-menus have been changed. |
|
CC570 CC572 |
Schemes |
Additional Menu Options |
Membership Groups |
This new topic has been added. |
|
CC567 CC570 |
Schemes |
Additional Menu Options |
Notes |
The “JV0AA Maintain Notation” screen has been changed in the “Purpose” and “Add a new note” and “View a note” and “Delete a note” sections and relevant changes have been made in the table of descriptions below. The JU1BK Scheme List, “Notes” selection sub-menu has been replaced, in the “Purpose” section. |
|
CC570 |
Schemes |
Additional Menu Options |
Discontinuance |
The “Discontinuance” selection sub-menu has been replaced. |
|
CC570 |
Schemes |
Additional Menu Options |
Membership Group Enquiry |
The “Membership Group Enquiry” selection sub-menu has been replaced. |
|
CC570 |
Schemes |
Additional Menu Options |
Interface Enquiry |
The “Interface Enquiry” selection sub-menu has been replaced. |
|
CC570 |
Schemes |
Additional Menu Options |
Document Templates and Elements |
This new topic has been added. |
|
CC576 |
Schemes |
Capturing Bonus Rates |
Capturing Bonus Rates |
The “JU1BV Scheme Portfolio List” menu for Bonus Rate has been changed. |
|
CC565 CC577 |
Schemes |
Capturing Bonus Rates |
Maintaining Unit Prices |
The “JU1BN Unit Price Maintenance” screen and menu screen have been replaced and relevant changes have been made in the table of descriptions below, in the “View current unit prices” section. A “Note” has been added into the “Re-unitisation“ section. |
|
CC580 |
Members |
|
Persons |
Within the section headed "Finding a specific person", the "JU1BA Search Criteria" screen image has been replaced, and relevant wording has been changed in the table of field descriptions. |
|
CC556 CC581 |
Members |
|
Membership Details |
The “JU3AO List of Members for a Scheme/Pay Centre” sub-menu has been replaced in the “Liability Details”, “Pay Centre Details”, “Membership Status”, “Membership Group” “Occupation Details” “Salary Details” “Bank Accounts” “Pensionable Service Backdate” “Contact Details” sections. The menu screen images for sections within this topic have been replaced. The menu selections for “Transfer details" and "Service details" have been changed. The "JU3BE Member Salary Details" screen image has been replaced, and relevant wording has been changed in the table of field descriptions. Sections headed "Temporary absence", "Membership transfer detail", "Additional contributions" and "Documents" have been added. The sections headed "Transfer Details" and "Service Details" have been removed. |
|
CC556 CC581 |
Members |
|
Member Investment Enquiries |
The “JU3AO List of Members for a Scheme/Pay Centre” sub-menu has been replaced in the “Investment Allocation” “Members Unitised Position” “Member Investment Transactions” “Member Investment Balances” and “Member Bonus Allocation Balances” sections. The menu screen images for this topic have been replaced. |
|
CC556 CC581 |
Members |
|
Member Contribution Enquiries |
The “JU3AO List of Members for a Scheme/Pay Centre” sub-menu has been replaced in the “Member Contribution Transactions” and “Member Contribution Balances” sections. The menu screen images for this topic have been replaced. |
|
CC556 CC581 |
Members |
|
Member Switching Enquiries |
The “JU3AO List of Members for a Scheme/Pay Centre” sub-menu has been replaced. The Member menu screen image has been replaced. |
|
CC581 |
Members |
|
Member Values |
This new topic has been added. |
|
CC581 |
Members |
|
Member Communication |
This new topic has been added. |
|
CC556 CC581 |
Members |
|
Member Benefit Payment Enquiry |
The “JU3AO List of Members for a Scheme/Pay Centre” sub-menu has been replaced. The Member menu screen image has been replaced. |
|
CC556 CC581 |
Members |
|
Payment Details |
The “JU3AO List of Members for a Scheme/Pay Centre” sub-menu has been replaced. The Member menu screen image has been replaced. The “JU4DD Payment Detail Maintain” screen has been replaced. |
|
CC556 CC581 |
Members |
|
Beneficiaries |
The “JU3AO List of Members for a Scheme/Pay Centre” sub-menu has been replaced. The Member menu screen image has been replaced. |
|
CC556 CC581 |
Members |
|
Annuity Details |
The “JU3AO List of Members for a Scheme/Pay Centre” sub-menu has been replaced. The Member menu screen image has been replaced. |
|
CC556 CC567 CC571 CC581 |
Members |
|
Note |
The “JU3AO List of Members for a Scheme/Pay Centre” sub-menu has been replaced. The Member menu screen image has been replaced. The “JV0AA Maintain Notation” screens have been replaced throughout this topic and relevant wording has been changed in the table of field descriptions, in the “Adding new notes” section. |
|
CC558 |
Members |
Products > Annuity Funds |
Loading External Members |
The “Product Selection” screen has been replaced. |
|
CC579 |
Members |
Products > Beneficiary Fund |
Member List |
The "Member Details" screen image has been replaced. |
|
CC558 |
Members |
Products > Debit Order Umbrella Fund |
Member Update |
The “Product Selection” screen has been replaced. |
|
CC558 |
Members |
Products > Preservation Fund |
Product and Scheme Selection |
The “Product Selection” screen has been replaced. |
|
CC558 |
Members |
Products > Retirement Fund |
Product and Scheme Selection |
The “Product Selection” screen has been replaced. The “Scheme Selection” sub-menu has been replaced. |
|
CC558 |
Members |
Products > Retirement Fund |
New Member Details |
This topic has been rewritten. |
|
CC558 |
Members |
Products > Retirement Fund |
Person List |
This new topic has been added. |
|
CC558 |
Members |
Products > Retirement Fund |
Member List |
This new topic has been added. |
|
CC558 |
Members |
Products > Retirement Fund |
Beneficiaries |
This new topic has been added. |
|
CC558 |
Members |
Products > Retirement Fund |
Transfers In |
This new topic has been added. |
|
CC558 |
Members |
Products > Retirement Fund |
Conversion |
This new topic has been added. |
|
CC558 |
Members |
Products > Retirement Fund |
General Information |
This new topic has been added. |
|
CC558 |
Members |
Products > Retirement Fund |
Investment Balances |
This new topic has been added. |
|
CC558 |
Members |
Products > Retirement Fund |
Investment Transactions |
This new topic has been added. |
|
CC558 |
Members |
Products > Retirement Fund |
Allocation Switches |
This new topic has been added. |
|
CC558 |
Members |
Products > Retirement Fund |
Switch History |
This new topic has been added. |
|
CC558 |
Members |
Products > Retirement Fund |
Investment Price History |
This new topic has been added. |
|
CC558 |
Members |
Products > Retirement Fund |
Contribution Details |
This new topic has been added. |
|
CC578 |
Processes |
Annuities |
Overview |
Introductory information has been added to this topic. |
|
CC578 |
Processes |
Annuities |
Annuity Fund Launch |
Wording changes have been made in the “Loading external members” section. |
|
CC578 |
Processes |
Annuities > Annuity Maintenance |
Processing Benefit Payments for Retirals |
Sub-menu screen images have been replaced. |
|
CC578 |
Processes |
Annuities > Annuity Maintenance |
Processing the Annuity Update |
The “JU4DB Living Annuitant Process” screen has been added. |
|
CC578 |
Processes |
Annuities > Annuity Maintenance |
Annuity Update Type: Investments |
The name of this topic has been changed and introductory information added. The “JU4DB Living Annuitant Process” screen has been added into this topic. |
|
CC578 |
Processes |
Annuities > Annuity Maintenance |
Annuity Update Type: Inv Switch |
The “JU4DB Living Annuitant Process” screen and a “Note” have been added into this topic. |
|
CC566 |
Processes |
Annuities > Annuity Maintenance |
Annuity Update Type: Annuity Amount |
The “JU4DC Membership Payment Maintain” and “JU4DC Payment Details” screens have been replaced, in the “Recovering overpaid amounts” section and relevant changes have been made in the table of descriptions below. The “JU4DC Payment Details” screen has been replaced in the “Add new payment details” section. The “JU4DD Membership Payment Details” screen has been replaced in the “Maintain payment details” section and relevant changes have been made in the table of descriptions below. The “JU4DB Living Annuitant Process” screen has been added into this topic. Additional information has been added into the table of field descriptions, in the “Maintain Payment Details” section. Sub-menu screen images have been replaced. |
|
CC578 |
Processes |
Annuities > Annuity Maintenance |
Annuity Update Type: Bank Accounts |
The “JU4DB Living Annuitant Process” screen has been added into this topic. |
|
CC570 CC578 |
Processes |
Annuities > Annuity Maintenance |
Annuity Update Type: Membership Group |
The “JU1BR Scheme Membership Group List” screen has been replaced. The “JU4DB Living Annuitant Process” screen has been added into this topic. |
|
CC578 |
Processes |
Annuities > Annuity Maintenance |
Annuity Update Type: Address Details |
The “JU4DB Living Annuitant Process” screen has been added into this topic. |
|
CC567 CC571 |
Processes |
Annuities > Annuity Maintenance |
Annuity Update Type: Notes |
All “JV0AA Maintain Notation” screens have been replaced in this topic. Additional fields have been added to the “Detail Record Layout” in the “Input File Layout” section. The “JU4DB Living Annuitant Process” screen has been added into this topic. |
|
CC566 CC578 |
Processes |
Annuities > Annuity Maintenance |
Annuity Update Type: Beneficiaries |
The “JU4DC Payment Details” and “JU4DD Membership Payment Details” screens have been replaced in the “Annuity Payment” and “Deductions” sections. The “JU4DB Living Annuitant Process” screen has been added into this topic. Sub-menu screen images have been replaced. |
|
CC578 |
Processes |
Annuities > Annuity Maintenance |
Annuity Update Status |
The “JU4DB Living Annuity Process” screen has been replaced. |
|
CC578 |
Processes |
Annuities > Annuity Maintenance |
Payslips |
Within the section headed "View batch payslips", the sub-menu screen image has been replaced and relevant wording has been changed accordingly. The section headed "Generate payment advice" has been removed. |
|
CC578 |
Processes |
Annuities > Annuity Maintenance |
Generate Payment Advice |
This new topic has been added. |
|
CC578 |
Processes |
Annuities > Annuity Maintenance |
Generate Pension Letter |
This new topic has been added. |
|
CC578 |
Processes |
Annuities > Annuity Maintenance |
Load Letter |
This new topic has been added. |
|
CC578 |
Processes |
Annuities > Annuity Maintenance |
View Letter |
This new topic has been added. |
|
CC578 |
Processes |
Annuities > Annuity Maintenance |
Examples of Payment Run Results |
Use of “COE” abbreviation changed to full name “Certificate of Existence” in the “COE dates and grace period” section. |
|
CC581 |
Processes |
Annuities > Annuity Payments |
Client Enquiries |
The “JU3AO List of Members for a Scheme/Pay Centre” screen has been replaced in the “Pensioner Enquiries” section. |
|
CC581 |
Processes |
Annuities > Annuity Payments |
Pensioner Updates |
The “JU3AO List of Members for a Scheme/Pay Centre” screen and sub-menu have been replaced in this topic. |
|
CC577 |
Processes |
Annuities > Annuity Payments |
Monthly Payments |
A “Note” has been added into the “Capture monthly run” section. |
|
CC577 |
Processes |
Annuities > Annuity Payments |
Payment Reversals |
The “Transaction Capture” menu has been changed. |
|
CC578 |
Processes |
Benefits |
Overview |
The introductory paragraph has been changed. Expanded explanation has been added for calculating gross benefits in the Risk Claims / Realisation / Calculation section. |
|
CC559 |
Processes |
Benefits |
Selecting Members |
This topic has been rewritten. |
|
CC559 CC578 |
Processes |
Benefits |
Benefit Quotations |
The “Benefit Quote Request” screen and the path to access the screen have been replaced in the “New Quote” section. The relevant wording has been rewritten. Wording for the “Quote Enquiry” section, sub-menu selection, has been changed. A “Note” has been added regarding early retirement, in the “New Quote” section. |
|
CC559 |
Processes |
Benefits |
Benefit Projections |
The “Benefit Projection Request” screen and the path to access the screen have been replaced in the “New Projections” section. The menu selection, to reach the “Benefit Projection Request” screen, has been rewritten. The method of choosing a benefit event and projection date has been changed. Wording in the “Projection Enquiry” section has been changed to match the “Benefit Projection Request” screen. |
|
CC559 |
Processes |
Benefits > Capturing of Exit Notifications |
New Claim |
The “Employer Selection” screen has been removed and the relevant wording changed in the “Overview” section. The “Claim initiated by employer” section has been rewritten. |
|
CC559 |
Processes |
Benefits > Capturing of Exit Notifications |
Claim Enquiry |
The selection of employee memberships has been changed for this topic. |
|
CC559 |
Processes |
Benefits > Capturing of Exit Notifications |
Complete a Claim |
The selection of employee memberships has been changed for this topic. |
|
CC559 |
Processes |
Benefits > Capturing of Exit Notifications |
Death Claim |
The selection of employee memberships has been changed for this topic. |
|
CC559 |
Processes |
Benefits > Capturing of Exit Notifications |
Disability Claim |
The selection of employee memberships has been changed for this topic. |
|
CC559 |
Processes |
Benefits > Capturing of Exit Notifications |
Cancel a Claim |
The selection of employee memberships has been changed for this topic. |
|
CC578 CC581 |
Processes |
Benefits > Claims Administration |
Overview |
This topic has been re-written. |
|
CC578 |
Processes |
Benefits > Claims Administration |
Processing the Benefit Payment Update |
An additional comment has been added to this topic. |
|
CC578 |
Processes |
Benefits > Claims Administration > Flexible Benefit Rules |
|
This new sub-book has been added, incorporating amended details from the various “Benefit Payment Update Type” topics as well as new topics. |
|
CC578 |
Processes |
Benefits > Claims Administration > Standard Benefit Rules |
|
This new sub-book has been added, incorporating the details from the various “Benefit Payment Update Type” topics. |
|
CC578 |
Processes |
Benefits |
Benefit Payment Authorisation |
A “Note” has been added and the “JU4BU Benefit Letters” screen has been replaced in the “Documents” section. The “JU4BU Benefit Letter Template List” screen has been replaced and additional explanation provided. The “JU4BU Benefit Letters” screen has been replaced in the “Document” section. |
|
CC578 |
Processes |
Benefits > Defined Benefits |
Defined Benefits Update Type: DB Calc |
The “JU4CN Benefit Payment Process” screen has been replaced, in the “Defined benefit retiral” and “Defined benefit refund” sections. |
|
CC578 |
Processes |
Benefits > Defined Benefits |
Defined Benefits Update Type: Annuity |
The “JU4CN Benefit Payment Process” and the “JU4DB Living Annuity Process” screens have been replaced. |
|
CC578 |
Processes |
Benefits > Defined Benefits |
Defined Benefits Update Type: Payment Details |
The “JU4CN Benefit Payment Process” screen has been replaced. |
|
CC578 |
Processes |
Benefits > Death and Disability |
Defined Benefits Update Type: Death |
The “JU4CN Benefit Payment Process” screen has been replaced, in the “Death (standard benefits plus GLA)” section. |
|
CC578 |
Processes |
Benefits > Death and Disability |
Defined Benefits Update Type: Disability |
The “JU4CN Benefit Payment Process” screen has been replaced, in the “Disability (standard benefits plus GLA)” section. |
|
CC578 |
Processes |
Benefits > Death and Disability |
Defined Benefits Update Type: Beneficiaries |
The “JU4CN Benefit Payment Process” screen has been replaced. |
|
CC578 |
Processes |
Benefits > Death and Disability |
Defined Benefits Update Type: Spouse / Children |
The “JU4CN Benefit Payment Process” screen has been replaced. The “JU4DK Beneficiaries List” screen, sub-menu has been replaced. Information has been changed in the table of field descriptions. |
|
CC578 |
Processes |
Benefits |
Claim Cancellation |
A “Cancel Claim” sub-menu has been added and accessed from the “JU4CN Benefit Payment Process” screen. |
|
CC578 |
Processes |
Benefits |
Member Reinstatement |
The “JU3AO List of Members for a Scheme/Pay Centre” screen and it’s sub-menu have been replaced. The “Reinstate Membership” sub-menu has been replaced. |
|
CC578 CC581 |
Processes |
Benefits |
Benefit Revision |
This topic has been re-written. |
|
CC557 |
Processes |
File Transfer |
Overview |
The following data types, with descriptions, have been added to the “Purpose” section: “Hours History”, “Medical Aid Rates”, “Monthly Earnings History” and "Shift History”. |
|
CC556 CC575 CC581 |
Processes |
File Transfer > Annexures |
Annexure C: Addresses |
The “JU3AO List of Members for a Scheme/Pay Centre” sub-menu has been replaced, in the “View data uploaded” section. The Member menu screen image has been replaced. Wording has been removed from the “Validations” and “Input file layout” sections. |
|
CC575 |
Processes |
File Transfer > Annexures |
Annexure C: Age related rebate |
This new topic has been added. |
|
CC556 CC561 CC581 |
Processes |
File Transfer > Annexures |
Annexure C: Annuity Payment |
The “JU3AO List of Members for a Scheme/Pay Centre” sub-menu has been replaced, in the “View data uploaded” section. The Member menu screen image has been replaced. Fields have been added to the “Detail Record” in the “Input file layout” section. |
|
CC556 |
Processes |
File Transfer > Annexures |
Annexure C: Bank Accounts |
The “JU3AO List of Members for a Scheme/Pay Centre” sub-menu has been replaced, in the “View data uploaded” section. The Member menu screen image has been replaced. |
|
CC556 CC557 CC581 |
Processes |
File Transfer > Annexures |
Annexure C: Beneficiaries |
The “JU3AO List of Members for a Scheme/Pay Centre” sub-menu has been replaced, in the “View data uploaded” section. The Member menu screen image has been replaced. Reference to the Member Website has been added where “Beneficiary Details” have been loaded. The member web site menu screens and information on how to access the Beneficiary Details screen have been added. Additional fields have been added to the “Detail Record” within the “Input File Layout” section. |
|
CC556 |
Processes |
File Transfer > Annexures |
Annexure C: Hours History |
This new topic has been added. |
|
CC556 CC581 |
Processes |
File Transfer > Annexures |
Annexure C: Liabilities |
The “JU3AO List of Members for a Scheme/Pay Centre” sub-menu has been replaced, in the “View data uploaded” section. The Member menu screen image has been replaced. |
|
CC556 CC568 CC581 |
Processes |
File Transfer > Annexures |
Annexure C: Member Financial |
The “JU3AO List of Members for a Scheme/Pay Centre” sub-menu has been replaced and an “Investment Enquiry” sub-menu has been changed, in the “View data uploaded” section. Additional wording has been added to the opening paragraph. The Member menu screen image has been replaced. The JU2BG “Member Investment Enquiry” screen has been replaced. |
|
CC568 |
Processes |
File Transfer > Annexures |
Annexure C: Member Investment Splits |
Additional wording has been added to the opening paragraph and the “Validations” section. A field has been added to the “Detail Record” in the “Input file layout” section. |
|
CC556 |
Processes |
File Transfer > Annexures |
Annexure C: Monthly Earnings History |
This new topic has been added. |
|
CC556 CC567 CC571 CC581 |
Processes |
File Transfer > Annexures |
Annexure C: Notes |
The “JU3AO List of Members for a Scheme/Pay Centre” sub-menu has been replaced, in the “View data uploaded” section. The Member menu screen image has been replaced. The “JV0AA Maintain Notation” screens have been changed. All “JV0AA Maintain Notation” screens have been replaced in the “View data uploaded” section. Additional fields have been added to the “Detail Record Layout” in the “Input File Layout” section. |
|
CC556 CC581 |
Processes |
File Transfer > Annexures |
Annexure C: Pensionable Services Dates |
The “JU3AO List of Members for a Scheme/Pay Centre” sub-menu has been replaced, in the “View data uploaded” section. The Member menu screen image has been replaced. The menu selections for “Transfer details" and "Service details" have been changed. The “JU3MC Membership Transfer Details Maintain” screen has been added. |
|
CC556 CC581 |
Processes |
File Transfer > Annexures |
Annexure C: Salary History |
The “JU3AO List of Members for a Scheme/Pay Centre” sub-menu has been replaced, in the “View data uploaded” section. The Member menu screen image has been replaced. The “Membership Details” menu and “Member Salary Details List” screen have been replaced, and relevant wording has been changed. An additional field has been added to the “Detail Record” within the “Input File Layout” section. |
|
CC556 |
Processes |
File Transfer > Annexures |
Annexure C: Shift History |
This new topic has been added. |
|
CC556 CC581 |
Processes |
File Transfer > Annexures |
Annexure C: Transfer and Service Details |
The “JU3AO List of Members for a Scheme/Pay Centre” sub-menu has been replaced, in the “View data uploaded” section and an “Service Details” sub-menu has been changed, in the “View data uploaded” section. The Member menu screen image has been replaced. The menu selections for “Transfer details" and "Service details" have been changed. The “JU3MC Membership Transfer Details Maintain” and “JU3MD Membership Service Details Maintain” screens have been added. |
|
CC581 |
Processes |
Contributions > Income |
Overview |
Further information has been added to the “Additional Reading” section. |
|
CC581 |
Processes |
Contributions > Income > Income |
Verifying Money Movements for Members |
The “JU3AO List of Members for a Scheme/Pay Centre” sub-menu has been replaced, in the “Member Contribution Transactions” “Member Contribution Balances” section and an “Service Details” sub-menu has been changed, in the “View data uploaded” section. |
|
CC577 |
Processes |
Expense Billing |
Expense Calculation and Billing |
A “Note” has been added into the “Overview” section. |
|
CC581 |
Processes |
Switches |
Switching (old) |
The “JU3AO List of Members for a Scheme/Pay Centre” sub-menu has been replaced. |
|
CC581 |
Processes |
Switches |
Switch History Enquiry |
The “JU3AO List of Members for a Scheme/Pay Centre” sub-menu has been replaced. |
|
CC565 CC581 |
Processes |
Switches |
Investment Switches Enquiry |
The “JU3AO List of Members for a Scheme/Pay Centre” sub-menu has been replaced. The “Member Switching Enquiries“ menu screen and the “JU2AI List of Switches in Progress” screen have been replaced. The select “Adjust” menu screen has been replaced and the “JU3AI List of Switches in Progress” screen has been added in the introduction and to the “Adjust switch” section. |
|
CC558 |
Processes |
Switches |
Switching (new) |
The “Product Selection” screen has been replaced. |
|
CC565 |
Processes |
Switches |
Adjustment and Cancellation of Switches |
The “JU3AI List of Switches in Progress” screen has been replaced in “Overview” section. The select “Adjust” menu screen has been replaced in the “Adjust switch” section. The “Apply market value adjustment” section has been added. The select “Adjust” menu screen and the “JU3AI List Switches in Progress” screen have been replaced in the “Cancel switch” section. Information regarding the “JU3AI Switch Information” screen has been changed in the “View switches in progress details” section. |
|
CC565 |
Processes |
Switches |
Bulk Switches |
The select “Bulk Details” menu screen and the “JU3AI List Switches in Progress” screen have been replaced in the “Overview” section. The select “Cancel switch” menu screen and the “JU3AI List Switches in Progress” screen have been replaced in the “Cancelling switches” section. The “JU3CA Bulk List” screen has been replaced in the “Cancelling bulk type switches” section. |
|
CC570 |
Processes |
Underwriting |
Underwriting |
The “Underwriting” selection sub-menu has been replaced in the “Check the risk schedule” section. |
|
CC577 |
Processes |
Year-End |
Menus for Year-End Process |
The “Transaction Capture” menu has been changed in the “Transaction Capture” section. |
|
CC560 CC562 CC577 |
Scheme Reports |
|
Overview |
Two reports added to the list of “Financial” reports. The “Eligibility Notification” report has been added to the “Member” section of the list of reports. The “Transferred Out” report has been added to the “Payroll” section of the list of reports. |
|
CC577 |
Scheme Reports |
Financial > Business Transactions |
Ledger |
Wording in the “Validations” section has been removed. |
|
CC577 |
Scheme Reports |
Member |
Benefit Statements |
An additional “Note” has been added to this topic. |
|
CC577 |
Scheme Reports |
Member |
Member Investment Values |
An additional “Note” has been added to this topic. |
|
CC577 |
Scheme Reports |
General |
Valuations |
A “Note” has been added to this topic. |
|
CC562 |
Scheme Reports |
Payroll |
Transferred Out |
This new topic has been added. |
|
CC560 |
Scheme Reports |
Member |
Eligibility Notification |
This new topic has been added. |
|
CC564 |
Auxiliary Activities |
Adding a new Income Type |
Add a new Income Type to a Scheme (Funds) |
A new “JU1BX Scheme Income Type Details” screen has been added and details within the “Scheme Global Type Details” table have been rewritten, in the "Scheme Income Type Allocation" section. The “JU1BY Scheme Global Type Details” screens have been replaced in the “Scheme income type allocation” and the “Associate rule to income type” sections and relevant wording has been changed in the table of field descriptions. |
|
CC570 |
Supplements |
Projections on Member Web Site |
Parameters |
The “Scheme Parameters” selection sub-menu has been replaced in the “Scheme level” section. |
|
CC570 |
Supplements |
Scheme Launch Coding Sheet |
Overview |
Details have been added to the list in the “Purpose” section. |
|
CC564 |
Supplements |
Scheme Launch Coding Sheet |
Investment / Investment Medium |
Add details to the “Investment Medium” table. |
|
CC558 CC570 |
Supplements |
Scheme Launch Coding Sheet |
Scheme |
The “Pension Status” field has been added to the “Scheme Details” Table. The “Membership Group and Eligibility” section has been changed to “Membership Group” and the content changed. A “Membership Group Groupings” section has been added to this topic. |
|
Index |
Book |
Sub-book |
Topic |
Details of change |
||||
|
CC563 |
Member Web Site |
|
Overview |
Additional fields have been added to the “Member Details” list within the “Purpose’ section. The “Help” screen within the “Navigation” section has been replaced and the list of “Member Details” on the drop down menu has been changed. The “Hyperlinks” example screen has been replaced and the “Member Details” screen has been replaced. The “Welcome” screen in the “Multiple Memberships” section has been replaced and the relevant wording has been changed. The “Contact Us” menu screen images have been replaced and the relevant wording has been changed. |
||||
|
CC563 |
Member Web Site |
Member Details |
Membership Details |
The “Membership Details” screen has been replaced and relevant wording has been changed in the table of field descriptions. |
||||
|
CC563 |
Member Web Site |
Member Details |
Bank Account |
This topic has been rewritten and repositioned. |
||||
|
CC563 |
Member Web Site |
Member Details |
Contact Details |
The “Contact Details” and “Address Details” menu screen images have been replaced. |
||||
|
CC563 |
Member Web Site |
Member Details |
Contribution Details |
The “Contribution Details” menu screen images have been replaced. |
||||
|
CC563 |
Member Web Site |
Member Details |
Salary Details |
The “Salary Details” menu screen images have been replaced. |
||||
|
CC563 |
Member Web Site |
Member Details |
Benefit Statement |
The “Benefit Statement” menu screen images have been replaced. |
||||
|
CC563 |
Member Web Site |
Member Details |
Change Password |
This topic has been incorporated into a new topic called Security. |
||||
|
CC563 |
Member Web Site |
Member Details |
View\Update Security Questions |
This topic has been incorporated into a new topic called Security. |
||||
|
CC563 |
Member Web Site |
Member Details |
Security |
This new topic has been added. |
||||
|
CC563 |
Member Web Site |
Scheme Benefit Quotes |
Previous Quotes |
The “Benefit Quotes Request” and “Benefit Quotes Results” screens have been replaced. |
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