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Index |
Book |
Sub-book |
Topic |
Details of change |
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CC619 |
Security |
Team Definition |
Team Definition |
The cross-reference at the end of the topic has been changed. |
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CC620 |
Infrastructure |
System Data > Parameters |
Global Parameters |
Wording has been removed within the definition of Classification in the table of fields. Wording has been removed in the third paragraph within the section headed "Factor values". |
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CC619 |
Infrastructure |
System Data > General |
Service Type |
The cross-reference has been changed. |
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CC612 |
Accounting |
Structure |
Translation Values |
This new topic has been added. |
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CC610 |
Schemes |
Scheme Update |
Scheme Update Type: Membership Group |
The heading "Membership group type: Annuity" has been changed to "Membership group type: Annuity (for ABSA only)" |
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CC621 |
Schemes |
Scheme Update > Scheme Update Type: Maintain Scheme Benefit Rules |
Benefit Product (Standard Benefit Rules) |
The section heading "Spouses and children" has changed to "Spouses and children portions", and screen images and relevant wording has been changed within that section. |
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CC621 |
Schemes |
Scheme Update > Scheme Update Type: Maintain Scheme Benefit Rules |
Benefit Product (Flexible Benefit Rules) |
The section heading "Spouses and children" has changed to "Spouses and children portions", and screen images and relevant wording has been changed within that section. |
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CC610
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Schemes |
Calculation Components |
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The name of this sub-book has been changed to Calculation Components (for ABSA only). |
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CC618 |
Schemes |
Additional Menu Options |
Formats |
Minor wording changes in the first paragraph. The sub-menu screen images have been replaced. A section headed "Beneficiary formats" has been added. |
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CC610
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Members |
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Membership Details |
Minor wording changes within the section headed "Members of the Afterwork scheme". |
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CC619 |
Members |
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Member Benefit Payment Enquiry |
The cross-reference within the sections headed "Reinstate Membership" and "Revise Benefit" have been changed. |
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CC613 CC622 |
Members |
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Payment Details |
The "JU4DC Payment Details" and "JU4DD Payment Detail Maintain" screen images have been replaced. |
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CC618 |
Members |
Products > Annuity Fund |
Beneficiaries |
This new topic has been added. |
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CC615 |
Members |
Products > Annuity Fund |
Loading External Members |
Within the section headed "Add new members individually", wording changes have been made in the table of field descriptions. |
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CC616 |
Members |
Products > Beneficiary Fund |
Authorise |
The "JU2EM Investment Amount" screen image has been replaced. |
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CC619 |
Members |
Products > Beneficiary Fund |
Termination |
The cross-references at the start and end of the topic have been changed. |
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CC622 |
Members |
Products > Beneficiary Fund |
Payment Run |
The sub-menu screen images at the start of the topic have been replaced. Within the section headed "Capture monthly run", the first screen image has been replaced, and relevant changes have been made within the tables of field descriptions. |
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CC623 |
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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CC618 |
Members |
Products > Retirement Fund |
Beneficiaries |
The "List of Beneficiaries for Member" screen image has been replaced. A section headed "Beneficiary format" has been added at the end of the topic, and wording has been added at the end of the section preceding it. |
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CC613 CC615 CC622 |
Processes |
Annuities > Annuity Maintenance |
Annuity Update Type: Annuity Amount |
Within the section headed "Recovering overpaid amounts", wording changes have been made in the table of field descriptions. Within the sections headed "Recovering overpaid amounts", "Add new payment details" and "Maintain payment details", the "JU4DC Payment Details" and "JU4DD Membership Payment Details" screen images have been replaced, and relevant changes have been made within the tables of field descriptions. |
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CC613 CC615 CC622 |
Processes |
Annuities > Annuity Maintenance |
Annuity Update Type: Beneficiaries |
Wording changes have been made in the table of field descriptions. The "JU4DC Payment Details" and "JU4DD Membership Payment Details" screen images have been replaced. |
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CC615 CC622
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Processes |
Annuities > Annuity Payments |
Client Enquiries |
The sub-menu screen images at the start of the topic have been replaced. Field notes have been added for the list of columns. |
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CC615 CC622
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Processes |
Annuities > Annuity Payments |
Monthly Payments |
The sub-menu screen images at the start of the topic have been replaced. Within the section headed "Capture monthly run" sections have been re-arranged and new text has been added. Minor wording changes within the sections headed "Capture monthly run" "View captured details". |
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CC622 |
Processes |
Annuities > Annuity Payments > Schedules |
Overview |
This topic has been re-written. |
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CC615 CC622 |
Processes |
Annuities > Annuity Payments > Schedules |
Payment Schedule |
A Note has been added at the start of the topic. Field notes have been added for the list of columns. |
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CC622 |
Processes |
Annuities > Annuity Payments > Schedules |
Bank Transfer – Annuities |
A Note has been added at the start of the topic. |
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CC622 |
Processes |
Annuities > Annuity Payments > Schedules |
Bank Transfer – Deductions |
A Note has been added at the start of the topic. |
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CC615 CC622 |
Processes |
Annuities > Annuity Payments > Schedules |
Third Party Payment |
A Note has been added at the start of the topic. Field notes have been added for the list of columns. |
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CC615 CC622 |
Processes |
Annuities > Annuity Payments > Schedules |
Reconciliation Report |
A Note has been added at the start of the topic. Field notes have been added for the list of columns. |
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CC622 |
Processes |
Annuities > Annuity Payments > Schedules |
Payment Instruction |
A Note has been added at the start of the topic. |
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CC622 |
Processes |
Annuities > Annuity Payments > Schedules |
Foreign Draft Schedule |
A Note has been added at the start of the topic. |
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CC622 |
Processes |
Annuities > Annuity Payments > Schedules |
Non-Resident Schedule |
A Note has been added at the start of the topic. |
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CC622 |
Processes |
Annuities > Annuity Payments > Schedules |
Bonus Schedule |
This new topic has been added. |
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CC622 |
Processes |
Annuities > Annuity Payments > Schedules |
Annuities Not Increased Schedule |
This new topic has been added. |
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CC622 |
Processes |
Annuities > Annuity Payments > Schedules |
Pensioner Statement |
Notes have been added at the start of the topic. |
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CC622 |
Processes |
Annuities > Annuity Payments > Schedules |
Payslip File |
A Note has been added at the start of the topic. |
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CC622 |
Processes |
Annuities > Annuity Payments > Schedules |
PDF Pensioner Statements |
This new topic has been added. |
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CC622 |
Processes |
Annuities > Annuity Payments > Schedules |
Annuities Increase Schedule |
This new topic has been added. |
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CC622 |
Processes |
Annuities > Annuity Payments > Schedules |
Trust Statement |
This new topic has been added. |
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CC615 |
Processes |
Annuities > Annuity Payments > Schedules |
Payment Enquiries |
Field notes have been added for the list of columns. |
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CC614 |
Processes |
Benefits > Claims Administration > Standard Benefit Rules |
Benefit Payment Update Type: Notes |
The "JV0AA Maintain Notation" screen images have been replaced, and relevant changes have been made in the list of columns and table of field descriptions. |
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CC614 |
Processes |
Benefits > Claims Administration > Flexible Benefit Rules |
Benefit Payment Update Type: Notes |
The "JV0AA Maintain Notation" screen images have been replaced, and relevant changes have been made in the list of columns and table of field descriptions. |
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CC619 |
Processes |
Benefits |
All |
This book has been restructured. |
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CC611 |
Processes |
File Transfer |
Uploading Files and Documents |
The sub-menu screen images have been changed. Sections headed "Upload Age Related Table", "Upload Age Related File" and "Bulk Document Upload" have been added. |
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CC623
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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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CC609 |
Processes |
File Transfer > Annexures |
Annexure C: Annuity Payment |
Fields have been added at the end of the Detail record layout. |
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CC611 |
Processes |
Contributions > Income > Income |
Cycle Notes (MEMBER.BAT) |
A spelling error has been corrected. |
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CC611 |
Processes |
Contributions > Income > Income Billing |
Age Related Rebates |
This new topic has been added. |
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CC611 |
Processes |
Contributions > Income |
Late Contribution Interest |
The cross-reference at the start of the topic has been changed. |
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CC611 |
Processes |
Contributions > Income |
Process for Running Section 13A Interest |
This topic has moved to the new sub-book called Processes under Supplements. |
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CC611 CC614 CC623 |
Scheme Reports |
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Overview |
Two reports have been added within the "Financial" section. A report has been added within the "Member" section. A report has been added within the "Annuity" section. |
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CC611 |
Scheme Reports |
Financial > Business Transactions |
Report |
The sub-menu screen image has been changed. |
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CC611 |
Scheme Reports |
Financial > Business Transactions |
Balance Report |
The sub-menu screen image has been changed. |
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CC611 |
Scheme Reports |
Financial > Business Transactions |
Ledger |
The sub-menu screen image has been changed. |
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CC611 |
Scheme Reports |
Financial |
Reunitisation |
The sub-menu screen image has been changed. |
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CC611 |
Scheme Reports |
Financial |
Disinvestment Date Change |
The sub-menu screen image has been changed. |
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CC611 |
Scheme Reports |
Financial |
Contribution Reconciliation |
The sub-menu screen image has been changed. |
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CC611 |
Scheme Reports |
Financial |
Disinvestment Advice Extract |
The sub-menu screen image has been changed. |
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CC611 |
Scheme Reports |
Financial |
Rejections |
The sub-menu screen image has been changed. |
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CC611 |
Scheme Reports |
Financial |
Age Related Rebates |
This new topic has been added. |
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CC610 |
Scheme Reports |
Member |
Eligibility Notification |
The name of this topic has been changed to Eligibility Notification (Flexible Benefit Rules). Minor wording change in the first paragraph. |
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CC614 |
Scheme Reports |
Member |
Notes Extract |
This new topic has been added. |
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CC614 |
Scheme Reports |
Annuity |
Notes Extract |
The "Notes Extract" screen image has been replaced and relevant wording has been changed in the list of columns. A cross-reference has been added. |
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CC622 |
Scheme Reports |
Annuity |
Error Log Report |
This new topic has been added. |
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CC612 |
Auxiliary Activities |
Language Translation |
Language Translation |
Within the sections headed "Add new translation values" and "View or edit existing translation values", screen images have been replaced, and relevant wording has been changed accordingly. A Note has been added at the start of the section headed "Delete translation headers". A cross-reference has been added within the section headed "Additional reading". |
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CC611 |
Supplements |
Processes |
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This new sub-book has been created. |
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CC611 |
Supplements |
Processes > Age Related Rebates |
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This new sub-book has been added. |
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CC617 |
Client Specific |
Sanlam > Walker Interface |
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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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CC618 |
Member Web Site |
Member Details |
Beneficiaries |
The second "List of Beneficiaries for Member" screen image has been replaced. A section headed "Beneficiaries with unapproved risk benefits" has been added. |
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Index |
Book |
Sub-book |
Topic |
Details of change |
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CC615 |
Client Enquiries |
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Client Enquiries |
Field notes have been added for the list of columns. |
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CC615 |
Pensioner Updates |
Annuity Maintenance |
Annuity Update Type: Annuity Amount |
Wording changes have been made in the table of field descriptions. |
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CC615 |
Pensioner Updates |
Annuity Maintenance |
Annuity Update Type: Beneficiaries |
Wording changes have been made in the table of field descriptions. |
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CC615 |
Monthly Payments |
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Monthly Payments |
Minor wording changes within the sections headed "Capture monthly run" "View captured details". |
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CC615 |
Monthly Payments |
Schedules |
Payment Schedule |
Field notes have been added for the list of columns. |
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CC615 |
Monthly Payments |
Schedules |
Third Party Payment |
Field notes have been added for the list of columns. |
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CC615 |
Monthly Payments |
Schedules |
Reconciliation Report |
Field notes have been added for the list of columns. |
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CC615 |
Monthly Payments |
Schedules |
Payment Enquiries |
Field notes have been added for the list of columns. |