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Index |
Book |
Sub-book |
Topic |
Details of change |
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CC608 |
Introduction |
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Getting the Best out of Help |
This new topic has been added. |
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CC595 |
Security |
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Accessing the Security System |
The Registration sub-menu screen image has been replaced. |
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CC595 |
Security |
Registration |
Administrator Functions |
The Access sub-menu screen image has been replaced. |
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CC595 |
Security |
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Access Control Report |
This new topic has been added. |
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CC593 CC599 |
Infrastructure |
System Data > Document Templates |
Overview |
The section headed "Purposes" has been replaced by sections headed "Introduction", "Functionality" and "Summary of features". |
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CC593 |
Infrastructure |
System Data > Document Templates |
Document Template |
Wording has been added within the example within the section headed "Add a new template", and a screen image has been replaced. Corrections have been made to screen names. The first screen image within the section headed "Preview samples" has been replaced. A menu has been removed within the section headed "Link to template element". Screen images have been replaced within the section headed "Link template as default". |
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CC583 CC588 CC593 |
Infrastructure |
System Data > Document Templates |
Template Elements |
A section headed "Overview" has been added. Minor wording changes. Cross-references have been added. Corrections have been made to screen names. The "Document Template Element Editor – Image" screen images have been replaced within the section headed "Example of image element type", and text has been added. A Note has been added at the start of the section headed "Inclusion criteria". |
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CC607 |
Infrastructure |
System Data > Parameters |
Global Parameters |
The section headed "Add new parameter type" has been re-written. Wording changes have been made within the sections headed "Update a parameter type" and "Factor values". |
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CC583 CC599 |
Infrastructure |
System Data > Document Templates |
Free Format Text |
This new topic has been added. |
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CC600 |
Infrastructure |
System Management |
Archiving |
A Note has been added at the start of the section headed "Accessing the system". |
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CC606 |
Accounting |
Transaction Capture |
Manual Accounting Transactions |
Wording changes have been made within the sections headed "Create an accounting activity journal" and "Authorize a manual accounting transaction". |
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CC606 |
Accounting |
Transaction Capture |
Allocations |
Wording changes have been made within the section headed "Create an allocation". |
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CC606 |
Accounting |
Transaction Capture |
Bulk Payments |
Wording changes have been made within the sections headed "Create a bulk payment" and "Flag transactions as paid". |
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CC604 |
Schemes |
Scheme Update |
Scheme Update Type: Membership Group |
Within the section headed "Membership group type: Annuity", Notes have been added to the definitions of "Notice Period prior to Change" and "End Age/Years to NRD" in the table of field descriptions. |
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CC590 CC594 |
Schemes |
Scheme Update |
Scheme Update Type: Expenses |
A Note has been added at the start of the section headed "Expense rule selection table". Within the sections headed "Scheme expense rule" and "Expense rule selection table", changes have been made to the tables of field definitions. A screen name has been corrected within the section headed "Expense scale". |
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CC598 CC602 |
Schemes |
Scheme Update |
Scheme Update Type: Maintain Scheme Benefit Rules |
This topic has been converted to a sub-book. The section headed "Benefit product" has been converted to a topic. Text and screen images have been changed. A section headed "Order of operations in system calculations" has been added. A Note has been added at the end of the section headed "Using formulae and operands". |
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CC602 |
Schemes |
Scheme Update > Scheme Update Type: Maintain Scheme Benefit Rules |
Benefit Rules |
This new topic has been created for existing text. |
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CC602 CC601 |
Schemes |
Scheme Update > Scheme Update Type: Maintain Scheme Benefit Rules |
Benefit Product (Flexible Benefit Rules) |
This new topic has been added. Wording has been added within the section headed "Calculation". |
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CC602 |
Schemes |
Scheme Update > Scheme Update Type: Maintain Scheme Benefit Rules |
Examples of Coding for DB Late Retirement |
The cross-reference at the start of the topic has been changed. |
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CC594 CC603 |
Schemes |
Calculation Components |
Overview |
Wording has been changed in the first paragraphs, and a Note has been added. |
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CC594 CC603 |
Schemes |
Calculation Components |
Benefit Product Parameters |
Notes have been added. Wording has been changed. A section headed "Document <tag>" has been added. |
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CC594 |
Schemes |
Calculation Components |
Benefit Scale |
A Note has been added. |
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CC590 CC594 CC603
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Schemes |
Calculation Components |
UDPV Definitions |
A section headed Type of result" has been added. Changes have been made to the tables within the sections headed "Formula applied To", "Calculation Method", "Type of scale", "Calculation parameter" and "Classification". Sections headed "Accounting process" and "Type of payment" have been added. Notes have been added. |
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CC603 |
Schemes |
Calculation Components |
Type of Scale / Table Combinations |
This new topic has been added. |
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CC594 CC603 |
Schemes |
Calculation Components |
Parameter Outcomes |
This new topic has been added. |
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CC604 |
Members |
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Membership Details |
Within the section headed "Membership group", a section headed "Members of the Afterworks scheme" has been added. |
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CC583 CC604 |
Members |
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Member Communication |
A cross-reference and a Note have been added at the start of the topic. Within the section headed "Create letters", a wording error has been corrected, and the screen image has been replaced. A cross-reference has been added within the section headed "Edit letters". A section headed "View letters" has been added. |
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CC589 |
Members |
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Member Benefit Payment Enquiry |
Sub-menu screen images have been changed. Sections headed "Standard Benefit Rules" and "Flexible Benefit Rules" have been added in various places. Sections headed "Calculation Update" and "Benefit Recon" have been added. The section heading "Member Cheque Number Enquiry" has changed to "Cheque Number Enquiry". |
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CC604 |
Members |
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Note |
The "JV0AA Maintain Notation" screen images have been replaced and relevant changes have been made within the table of field descriptions. |
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CC590 |
Members |
Products > Beneficiary Fund |
Initial Setup |
A cross-reference has been added within the sections headed "Income type" and "Service fees". |
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CC590 |
Members |
Products > Beneficiary Fund |
Initial Investments |
This new topic has been added. |
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CC590 |
Members |
Products > Beneficiary Fund |
Termination |
Wording has been added at the end of the topic. |
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CC590 |
Members |
Products > Beneficiary Fund |
Expense Billing |
This new topic has been added. |
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CC585 |
Members |
Products > Preservation Fund |
Conversion File Layouts |
Changes have been made to the table of fields within the section headed "Address details". |
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CC589 |
Processes |
Benefits |
Overview |
The heading "Benefit update types" has been changed to "Benefit payment update types" and wording has been added to this section. |
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CC589 |
Processes |
Benefits |
Selecting Members |
Wording has been inserted above the last sub-menu screen image. |
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CC589 |
Processes |
Benefits |
Benefit Quotations |
Sections headed "Standard Benefit Rules" and "Flexible Benefit Rules" have been added within the sections headed "New quote" and "Quote enquiry". |
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CC589 |
Processes |
Benefits |
Benefit Projections |
Reference to a menu selection in the second paragraph has been changed. |
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CC589 |
Processes |
Benefits > Capturing of Exit Notifications |
New Claim |
The name of this topic has changed to "New Claim (Standard Benefit Rules). Changes have been made within the section headed "Overview". The "Employee Search" and "Benefit Claim Results" screen images have changed within the section headed "Claim initiated by employer", and minor wording changes have been made. Introductory wording has been added to the section headed "Claim initiated by administrator". |
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CC589 |
Processes |
Benefits > Capturing of Exit Notifications |
New Claim (Flexible Benefit Rules) |
This new topic has been added. |
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CC589 |
Processes |
Benefits > Capturing of Exit Notifications |
Claim Enquiry |
A section headed "Standard Benefit Rules" has been added after the first screen image. Within the section headed "View amount breakdown", the "Breakdown of Results" screen images have been replaced, and minor wording changes have been made. Within the section headed "View claim progress", the "Benefit Claim Results" screen image has been replaced, and wording changes have been made. A section headed "Flexible Benefit Rules" has been added. |
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CC589 |
Processes |
Benefits > Capturing of Exit Notifications |
Complete a Claim |
Sections headed "Standard Benefit Rules" and "Flexible Benefit Rules" have been added within the section headed "Payment allocation". |
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CC589 |
Processes |
Benefits > Capturing of Exit Notifications |
Life Time Allowance Details |
This new topic has been added. |
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CC589 |
Processes |
Benefits > Claims Administration > Standard Benefit Rules |
Benefit Update Type Overview |
Sections headed "Standard Benefit Rules" and "Flexible Benefit Rules" have been added within the sections headed "Claim Results" and "Claim quote results". |
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CC589 |
Processes |
Benefits > Claims Administration > Flexible Benefit Rules |
Benefit Update Type Overview |
The screen images have been replaced within the sections headed "Claim Results", "Claim quote results" and "Claim details report", and minor wording changes have been made. |
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CC589 |
Processes |
Benefits > Claims Administration > Flexible Benefit Rules |
Benefit Payment Update Type: Calculation |
A correction has been made to a screen name. |
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CC589 |
Processes |
Benefits > Claims Administration > Flexible Benefit Rules |
Benefit Payment Update Type: Benefit Recon |
A correction has been made to a screen name. |
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CC591
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Processes |
File Transfer |
Overview |
Wording has been added to the table of data types. |
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CC588 CC591
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Processes |
File Transfer |
Uploading Files and Documents |
The sub-menu screen images have been replaced. A section headed "Font upload" has been added. |
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CC585
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Processes |
File Transfer > Annexures |
Annexure C: Addresses |
Changes have been made to the "Detail record" file layout. |
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CC592 |
Processes |
Contributions > Payroll > Data Capture |
Remittance Advice |
A Note has been added at the end of the topic. |
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CC605 |
Processes |
Contributions > Income > Income |
Deposit Allocations for Employer Contributions |
This new topic has been added. |
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CC607 |
Processes |
Contributions > Income |
Late Contribution Interest |
A cross-reference has been added at the start of the topic. Sub-menu screen images have been added within the sections headed "View late interest details", "Authorize provisional late interest" and "Authorize late interest". |
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CC607 |
Processes |
Contributions > Income |
Process for Running Section 13A Interest |
This new topic has been added. |
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CC590 |
Processes |
Expense Billing |
Expense Calculation and Billing |
A cross-reference has been added before the first screen image. |
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CC588 |
Scheme Reports |
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Overview |
Two reports have been deleted and one report has been added within the "General" section. A report has been deleted within the "Annuity" section. The footnote at the end of the topic has been removed. |
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CC586 |
Scheme Reports |
Financial > Business Transactions |
Report |
The sub-menu screen image has been changed. |
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CC586 |
Scheme Reports |
Financial > Business Transactions |
Balance Report |
The sub-menu screen image has been changed. |
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CC586 |
Scheme Reports |
Financial > Business Transactions |
Ledger |
The sub-menu screen image has been changed. |
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CC586 |
Scheme Reports |
Financial |
Reunitisation |
The sub-menu screen image has been changed. |
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CC586 |
Scheme Reports |
Financial |
Disinvestment Date Change |
The sub-menu screen image has been changed. |
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CC586 |
Scheme Reports |
Financial |
Contribution Reconciliation |
The sub-menu screen image has been changed. |
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CC586 |
Scheme Reports |
Financial |
Disinvestment Advice Extract |
The sub-menu screen image has been changed. |
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CC586 |
Scheme Reports |
Financial |
EFT Rejections |
The name of this topic has changed to "Rejections". The opening sentence has been removed. The sub-menu screen image has been changed. |
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CC586 |
Scheme Reports |
Financial |
Unallocated Units |
This new topic has been added. |
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CC586 |
Scheme Reports |
Financial |
Member Unit Changes |
This new topic has been added. |
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CC584 |
Scheme Reports |
General |
Error Log Report |
Wording has been added before and after the "Error Type Values" screen image. |
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CC584 |
Scheme Reports |
Payroll |
Exits |
The second screen image has been changed and relevant wording has been changed in the list of columns. |
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CC584 |
Scheme Reports |
Annuity |
Error Log Report |
This topic has been removed. |
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CC597 |
Auxiliary Activities |
Transfer of Contributions and Investments between Memberships |
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This new sub-book has been added. |
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CC598 |
Supplements |
Projections on Member Web Site |
Calculation Formulae |
A section headed "Order of operations in system calculations" has been added at the start of the topic. |
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CC585 |
Supplements |
Scheme Launch Coding Sheet |
Infrastructure/System Entities/ |
Changes have been made to the tables within the sections headed "Corporate Client Address" and "Client Pay Centre Address". |
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CC590 CC594 CC603 |
Supplements |
Scheme Launch Coding Sheet |
Scheme |
Within the section headed "Benefit Products", changes have been made to the first table and the lists of "AVAILABLE OPTIONS". Changes have been made to the first table within the section headed "Spouse and Children Portions", an error has been corrected, and wording has been added to the lists of "AVAILABLE OPTIONS". |
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CC582 |
Client Specific |
ACA |
All |
These topics have moved to the sub-book called Business Internet Banking (BIB). |
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CC582 |
Client Specific |
ACA > LDC Bank Interface |
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This new sub-book has been created. |
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CC582 |
Client Specific |
ACA > Electronic Upload of Bank Statements via ReconFocus |
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This new sub-book has been created. |
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CC582 |
Client Specific |
ACA > Business Internet Banking (BIB). |
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This new sub-book has been created. |
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CC587 |
Client Specific |
Metropolitan > GL Transactions |
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This new sub-book has been added. |
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Index |
Book |
Sub-book |
Topic |
Details of change |
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CC596 |
Member Web Site |
|
Overview |
Wording has been added at the end of the section headed "Navigation". |
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CC596 |
Member Web Site |
Member Details |
Bank Account |
The "Bank Account Details" screen image has been replaced and relevant wording has been changed in the table of field descriptions. |
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CC596 |
Member Web Site |
Member Details |
Contact Details |
The "Contact Details" screen image has been replaced. |
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CC596 |
Member Web Site |
Member Details |
Beneficiaries |
The "List of Beneficiaries for Member" screen image has been replaced. |
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CC596 |
Member Web Site |
Member Details |
Security |
Within the section headed "Change Password" the "Change Password" screen image has been replaced and relevant wording has been changed below it. |
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CC589 |
Member Web Site |
Scheme Benefit Quotes |
New Quotes |
Sections headed "Standard Benefit Rules" and "Flexible Benefit Rules" have been added. |
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CC589 |
Member Web Site |
Scheme Benefit Quotes |
Previous Quotes |
Sections headed "Standard Benefit Rules" and "Flexible Benefit Rules" have been added. |
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Index |
Book |
Sub-book |
Topic |
Details of change |
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CC589 |
Benefit Payment Processing |
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Selecting Members on the Web |
A wording error has been corrected. The "Employee Search" screen images have changed, and minor wording changes have been made. |
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CC589 |
Benefit Payment Processing |
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Benefit Quotations |
Sections headed "Standard Benefit Rules" and "Flexible Benefit Rules" have been added within the sections headed "New quote" and "Quote enquiry". |
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CC589 |
Benefit Payment Processing |
Capturing of Exit Notifications |
New Claim |
Sections headed "Standard Benefit Rules" and "Flexible Benefit Rules" have been added. |
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CC589 |
Benefit Payment Processing |
Capturing of Exit Notifications |
Claim Enquiry |
A section headed "Standard Benefit Rules" has been added. A section headed "Flexible Benefit Rules" has been added within the section headed "View claim progress". |
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CC589 |
Benefit Payment Processing |
Capturing of Exit Notifications |
Complete a Claim |
Sections headed "Standard Benefit Rules" and "Flexible Benefit Rules" have been added within the section headed "Payment allocation". |
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