|
Index |
Book |
Sub-book |
Topic |
Details of change |
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CC659 |
Introduction |
Processes |
Scheme Administration |
Items have been added to the list of scheme data. Sections headed "Salary table" and "Document template" have been added. |
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CC634 |
Security |
Registration > Accessing the Web Site |
Single Password |
Wording has changed in the introductory paragraph. The section heading "View/update security questions" has changed to "View/update security answers" and screen images and wording has been changed accordingly. |
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CC634 |
Security |
Registration > Accessing the Web Site |
Multiple Passwords |
Wording has changed in the introductory paragraph. |
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CC645 |
Security |
Access |
Overview |
A Note has been added at the end of the topic. |
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CC637 CC658 |
Infrastructure |
System Data > Parameters |
Territory Parameters |
The "JU1EU Territory Parameter Maintain" and "JU1EU New Territory Parameter Maintain" screen images have been replaced, and relevant changes have been made to the wording. |
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CC660 |
Infrastructure |
System Data > Parameters |
Global Parameters |
A section headed "CPI Index" has been added. |
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CC657 |
Infrastructure |
System Data |
Tax Tables |
A Note has been added at the end of the topic. |
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CC648 |
Accounting |
Structure |
Dates and Times |
A section headed "Use of dates and times for retrieval of transactions" has been added. |
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CC650 |
Schemes |
Scheme Launch |
Launching a Scheme |
A change has been made to the definition of Investment Choice at Income Type level in the table of field descriptions. |
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CC661 |
Schemes |
Scheme Launch |
Annuity Fund Launch |
Changes have been made within the section headed "Scheme update". |
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CC650 |
Schemes |
Scheme Update |
Scheme Update Type: Income |
A change has been made to the definition of Investment Choice in the table of field descriptions. |
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CC642 CC650 |
Schemes |
Scheme Update |
Scheme Update Type: Expenses |
Within the sections headed "Scheme expense type allocation", "Scheme expense rule", "Expense rule selection table" and "Premium factors", changes have been made to the tables of field definitions. |
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CC650 |
Schemes |
Scheme Update |
Scheme Update Type: Fund Global Types |
A change has been made to the definition of Investment Choice in the table of field descriptions. |
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CC642 |
Schemes |
Scheme Update > Scheme Update Type: Maintain Scheme Benefit Rules |
Benefit Product (Standard Benefit Rules) |
Within the sections headed "Scale of benefits" and "Spouses and children portions", changes have been made to the tables of field definitions. |
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CC632 CC642 CC653 |
Schemes |
Scheme Update > Scheme Update Type: Maintain Scheme Benefit Rules |
Benefit Product (Flexible Benefit Rules) |
Changes have been made to the tables of field definitions near the start of the topic and within the sections headed "Scale of benefits" and "Spouses and children portions". A Note has been added at the end of the section headed "Calculation". |
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CC643 |
Schemes |
Calculation Components |
Benefit Product Parameters |
Wording has been added within the sections headed "Formula type" and "Type of result". |
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CC643 |
Schemes |
Calculation Components |
Benefit Scale |
Changes have been made to the table of definitions. |
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CC643CC658 CC662 |
Schemes |
Calculation Components |
UDPV Definitions |
Changes have been made to the tables of definitions throughout the topic. |
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CC643 |
Schemes |
Calculation Components |
Parameter Outcomes |
Changes have been made within the table. |
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CC659 |
Schemes |
Additional Menu Options |
Employer Details |
This new topic has been added. |
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CC643 |
Schemes |
Additional Menu Options |
Distribution |
The sections headed "Reserve distribution" and "Umbrella distribution" have been re-sequenced, and the sub-menu screen images have been replaced. The "JU3AG Distribution Details" screen image has been replaced within the section headed "Define new distribution type", and relevant changes have been made in the table of descriptions below. The section headed "Selected by scheme income type" has been removed. A section headed "Reset error status" has been added. A sub-menu screen image has been added within the section headed "Reset error status". The section heading "View distribution type" has changed to " Distribution structure". A paragraph has been added within the section headed "Authorize distribution details". Wording has been added to the first paragraph within the section headed "Delete distribution details". A section headed "Umbrella reserve distribution" has been added. |
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CC659 |
Schemes |
Additional Menu Options |
Diary |
This new topic has been added. |
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CC659 |
Schemes |
Additional Menu Options |
Salary Table |
This new topic has been added. |
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CC659 |
Schemes |
Additional Menu Options |
Document Templates and Elements |
A cross-reference has been corrected. |
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CC635 CC648 |
Members |
|
Member Investment Enquiries |
Wording has been changed in the opening paragraph. Notes have been added within the sections headed "Investment allocation" and "Members unitised position". The section headed "Switching member investments" has been removed. Within the section headed "Member investment transactions", the JU2BF Member Investment Enquiry screen image has been replaced and a cross-reference has been added to the table of field descriptions. Within the section headed "Viewing unit price history", the sub-menu screen image has been replaced. |
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CC648 |
Members |
|
Member Contribution Enquiries |
A cross-reference has been added to the table of field descriptions. |
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CC635 |
Members |
|
Member Switching Enquiries |
The cross-reference at the end of the topic has been changed. |
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CC633 |
Members |
|
Member Benefit Payment Enquiry |
The "JU8AB Calculation Update" screen images have been replaced within the section headed "Calculation Update" and "Benefit Recon". |
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CC658 |
Members |
|
Payment Details |
The "JU4DC Membership Payment Maintain" screen image has been replaced. A Note has been added at the end of the topic. |
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CC648 CC658 |
Members |
|
Annuity Details |
Wording has been changed after the "JU4DB Living Annuitant Process" screen image. A cross-reference has been added within the section headed "Annuity payment history". |
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CC641
|
Members |
Products > Annuity Fund |
Loading External Members |
A cross-reference has been added at the end of the section headed "Add new members in bulk". |
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CC660 |
Members |
Products > Beneficiary Fund |
Payment Run |
A section headed "Annuity Increases" has been added at the end of the topic. |
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CC654 |
Members |
Products > Beneficiary Fund |
Data Take-on Process |
This new topic has been added. |
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CC635 |
Members |
Products > Preservation Fund |
Allocations / Switches |
The cross-reference has been changed. |
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CC635 |
Members |
Products > Preservation Fund |
Switch History |
The cross-reference has been changed. |
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CC635 |
Members |
Products > Preservation Fund |
Investment Price History |
The cross-reference has been changed. |
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CC635 |
Members |
Products > Retirement Fund |
Overview |
The cross-reference has been changed. |
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CC635 |
Members |
Products > Retirement Fund |
Allocations / Switches |
The cross-reference has been changed. |
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CC635 |
Members |
Products > Retirement Fund |
Switch History |
The cross-reference has been changed. |
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CC635 |
Members |
Products > Retirement Fund |
Investment Price History |
The cross-reference has been changed. |
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CC630 |
Processes |
Annuities |
All |
This book has been restructured. |
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CC635 |
Processes |
Annuities > Annuity Update Type |
Annuity Update Type: Inv Switch |
The cross-reference has been changed. |
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CC658 CC660 |
Processes |
Annuities > Annuity Update Type > Annuity Update Type: Annuity Amount |
Maintain Payment Details |
A screen image has been added at the start of the topic. A change has been made to the definition of "Increase Participation" in the table of fields. A cross-reference has been added at the end of the topic. |
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CC658 |
Processes |
Annuities > Annuity Update Type > Annuity Update Type: Beneficiaries |
Annuity Payment |
The "JU4DD Payment Detail Maintain" screen images have been replaced. A Note has been added. Wording has been added. |
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CC658 |
Processes |
Annuities > Annuity Update Type |
Examples of Payment Run Results |
Wording has been added to the list of payment validations. A cross-reference has been added at the end of the topic. |
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CC658 CC660
|
Processes |
Annuities > Annuity Payments > Monthly Payments |
Capture Monthly Run |
A cross-reference has been added at the start of the topic. Wording has been added to the Note at the start of the topic. A cross-reference has been added at the end of the topic. |
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|
CC660 |
Processes |
Annuities > Schedules |
Annuities Increase Schedule |
Columns have been added to the list at the end of the topic. A cross-reference has been added at the end of the topic. |
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|
CC649 |
Processes |
Annuities > Benefit Claims > Quotes |
New Quote |
A Note has been added. |
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CC641 |
Processes |
Annuities > New Business > Annuity Details |
Annuity Details File Upload |
A cross-reference has been added at the start of the topic. |
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CC641 |
Processes |
Annuities > New Business > Annuity Details |
Annuity Details Load |
A cross-reference has been added at the start of the topic. |
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CC630 |
Processes |
Annuities |
Annuity Fund Launch |
This topic has been moved to Schemes > Scheme Launch. |
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CC656 |
Processes |
Benefits > Quotes > Quotes Using Standard Benefit Rules |
Quotes |
The "Benefit Quote Results" screen image has been replaced, and relevant wording has been changed. |
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CC656 |
Processes |
Benefits > Quotes > Quotes Using Standard Benefit Rules |
Quote Enquiry |
The "Benefit Quote Results" screen image has been replaced, and relevant wording has been changed. |
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CC649 CC652 |
Processes |
Benefits > Quotes > Quotes Using Flexible Benefit Rules |
Quotes |
A Note has been added. A section has been added after the "Benefit Claim Results" screen image. |
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CC649 |
Processes |
Benefits > Capturing of Exit Notifications > Processing New Claims (Flexible Benefit Rules) |
Claim Initiation |
A Note has been added after the "Benefit Claim Request" screen image. |
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CC652 |
Processes |
Benefits > Capturing of Exit Notifications > Complete a Claim |
Payment Allocation |
Wording has been added within the section headed "Flexible benefit rules". |
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CC633 |
Processes |
Benefits > Benefit Payment Update Type > Benefit Payment Update Types (Flexible Benefit Rules) |
Benefit Payment Update Type: Payment Details |
A Note has been added at the start of the topic. |
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CC633 |
Processes |
Benefits > Benefit Payment Update Type > Benefit Payment Update Types (Flexible Benefit Rules) |
Benefit Payment Update Type: Spouse/Children |
A Note has been added at the start of the topic. |
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CC633 |
Processes |
Benefits > Benefit Payment Update Type > Benefit Payment Update Types (Flexible Benefit Rules) |
Benefit Payment Update Type: Calculation |
A Note has been added at the start of the topic, and wording has been added. |
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CC633 |
Processes |
Benefits > Benefit Payment Update Type > Benefit Payment Update Types (Flexible Benefit Rules) |
Benefit Payment Update Type: Benefit Recon |
A Note has been added at the start of the topic. The "JU8AB Calculation Update" screen image has been replaced. Wording has been added within the topic. |
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CC633 |
Processes |
Benefits > Benefit Payment Update Type > Benefit Payment Update Types (Flexible Benefit Rules) |
Benefit Payment Update Type: Annuity |
A Note has been added at the start of the topic. |
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CC633 |
Processes |
Benefits > Benefit Payment Update Type > Benefit Payment Update Types (Flexible Benefit Rules) |
Benefit Payment Update Type: Letters |
This topic has been re-written. |
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CC633 |
Processes |
Benefits > Benefit Payment Update Type > Benefit Payment Update Types (Flexible Benefit Rules) |
Benefit Payment Update Type: Payments |
A paragraph has been added before the Note at the end of the topic. |
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CC633 |
Processes |
Benefits > Benefit Payment Update Type > Benefit Payment Authorization |
Authorize Benefit Payment |
The "JU4BN Benefit Details" screen image has been replaced. Wording has been added within the topic. |
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CC646 |
Processes |
Contributions > Payroll > Transferring Members between Pay Centres |
Overview |
Wording has changed within the section headed "Pending Transfers", and a Note has been added. |
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CC646 |
Processes |
Contributions > Payroll > Reports |
Transfers |
Wording has been added within the section headed "Pending Transfers". |
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CC631
|
Processes |
File Transfer |
Overview |
A data type has been added to the table. |
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CC654
|
Processes |
File Transfer > Annexures |
Summary of Uploads of Data Files |
A file has been added to the table. |
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CC638 CC654
|
Processes
|
File Transfer |
Uploading Files and Documents |
The sub-menu screen images have been changed. The opening paragraph has changed within the section headed "Other uploads". Sections headed "Bank Branch file load" and "Bulk payment upload" have been added. |
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CC641
|
Processes |
File Transfer |
Using the Conversion Monitor |
The sub-menu screen image has been changed. |
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CC647
|
Processes |
File Transfer > Annexures |
All |
Notes following each file layout have been added. |
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CC641
|
Processes |
File Transfer > Annexures |
Annexure C: Addresses |
A cross-reference has been added at the end of the topic. |
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CC639CC641
|
Processes |
File Transfer > Annexures |
Annexure C: Annuity Payment |
Corrections have made to fields 70 and 71 of the "Detail record" file layout. A cross-reference has been added at the end of the topic. |
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CC641
|
Processes |
File Transfer > Annexures |
Annexure C: Bank Accounts |
A cross-reference has been added at the end of the topic. |
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CC631 CC638
|
Processes |
File Transfer > Annexures |
Annexure C: Bank Branches |
This new topic has been added. |
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CC640 CC641
|
Processes |
File Transfer > Annexures |
Annexure C: Beneficiaries |
Changes have been made to the "Detail record" file layout. A cross-reference has been added at the end of the topic. |
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CC631 CC640
|
Processes |
File Transfer > Annexures |
Annexure C: Hours History |
Changes have been made to the "Detail record" file layout. |
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CC641
|
Processes |
File Transfer > Annexures |
Annexure C: Membership Details |
A cross-reference has been added at the end of the topic. |
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CC631 CC640
|
Processes |
File Transfer > Annexures |
Annexure C: Monthly Earnings History |
Changes have been made to the "Detail record" file layout. |
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CC640
|
Processes |
File Transfer > Annexures |
Annexure C: Notes |
Changes have been made to the "Detail record" file layout. |
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CC629 CC640
|
Processes |
File Transfer > Annexures |
Annexure C: Salary History |
Changes have been made to the "Detail record" file layout. |
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CC631 CC640
|
Processes |
File Transfer > Annexures |
Annexure C: Shift History |
Changes have been made to the "Detail record" file layout. |
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CC629 CC631 CC640
|
Processes |
File Transfer > Annexures |
Annexure C: Transfer and Service Details |
A column has been added to the table within the section headed "Validations". A section headed "Input file example" has been added. Changes have been made to the "Input file layout". |
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CC655 |
Processes |
Contributions > Payroll Processing and Field Conversion |
Generating Masks |
Wording has been added after the "Generating Masks" screen image. |
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|
CC655 |
Processes |
Contributions > Payroll Processing and Field Conversion |
Validations |
Wording has been re-arranged in the Note at the end of the topic. |
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|
CC643
|
Processes |
Distribution |
Overview |
Wording has been added to the second paragraph within the section headed "Distribution per investment medium". A section headed "Umbrella audit fee distribution" has been added. |
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|
CC634 |
Processes |
Switches |
Switching (old) |
This topic has been removed. |
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|
CC634 |
Processes |
Switches |
Switch History Enquiry |
Reference to a screen name has been changed. The "Membership Buy Detail" screen image has been replaced. |
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|
CC634 |
Processes |
Switches |
Investment Switches Enquiry |
Within the section headed "Extract switches", the sub-menu screen image has been replaced and a Note has been added. |
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|
CC634 |
Processes |
Switches |
Switching (new) |
The name of this topic has been changed to Switching. Within the section headed "Allocation / switches ", the sub-menu screen image has been replaced. A section headed "Rebalance Investments" has been added. A Note has been added within the section headed "Switch history". Wording has been added to the Note within the section headed "Cancel a switch". |
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|
CC634 |
Processes |
Switches |
Bulk Switches |
The sub-menu screen image has been replaced. |
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|
CC650 |
Scheme Reports |
|
Overview |
Two report names have been changed and a report has been added within the "Financial" section. |
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|
CC636 CC650 |
Scheme Reports |
Financial |
Age Related Rebates |
The sub-menu screen image has been replaced. Within the sections headed "Successful" and "Rejected", the "Age Related Rebates Generate" screen image has been replaced, and relevant changes have been made in the list of columns. |
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|
CC646 |
Scheme Reports |
Payroll |
Pending Transfers |
Wording has been added in the second paragraph. |
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|
CC650 |
Auxiliary Activities |
Adding a new Income Type |
Add a new Income Type to a Scheme (Funds) |
A change has been made to the definition of Investment Choice in the table of field descriptions. |
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|
CC660 |
Supplements |
Annuity Increases |
|
This new sub-book has been added. |
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|
CC657 |
Supplements |
Calculation of Monthly PAYE for Annuities |
Calculation of Monthly PAYE for Annuities |
A Note has been added at the start of the topic. |
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|
CC644 |
Supplements |
Projections on Member Web Site |
Calculation Formulae |
A section headed "Precision of operations in system calculations" has been added near the start of the topic. |
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|
CC641 |
Supplements |
Processes > Data Take-on Process for Pensioners |
|
This new sub-book has been added. |
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|
CC637 CC642
|
Supplements |
Scheme Launch Coding Sheet |
Scheme |
Within the sections headed "Benefit Products" and "Spouse and Children Portions", changes have been made to the "Available Options" table. |
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|
CC657 |
Client Specific |
PSPF > Annuity Tax Computation Method |
|
This new sub-book has been added. |
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|
Index |
Book |
Sub-book |
Topic |
Details of change |
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|
CC634 |
Member Web Site |
|
Overview |
Screen and wording changes have been made within the section headed "Contact". |
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|
CC634 |
Member Web Site |
Member Details |
Beneficiaries |
The "List of Beneficiaries for Member" screen images have been replaced and reference to a screen name has been changed. Screen images of some messages have been replaced, and wording has been added. |
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|
CC634 |
Member Web Site |
Member Details |
Security |
The sections headed "Change Password" and "View/Update Security Answers" have become topics, and wording has been changed accordingly. |
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|
CC634 |
Member Web Site |
Member Details |
Change Password |
This new topic has been added. |
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|
CC634 |
Member Web Site |
Member Details |
View/Update Security Answers |
This new topic has been added. |
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|
CC634 |
Member Web Site |
Investments |
Overview |
The "Investment Information" screen image has been replaced. |
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|
CC634 |
Member Web Site |
Investments |
Investment Balances |
A Note has been added near the start of the topic. |
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|
CC634 |
Member Web Site |
Investments |
Allocation / Switches |
The sub-menu screen image has been replaced. A Note has been added within the section headed "Change allocation of future contributions". Sections headed "Investment choice at income type level" have been added within the sections headed "Change allocation of future contributions" and "Switch investments of past contributions". A Note has been added at the start of the section headed "Switch investments of past contributions", and screen images of some messages have been replaced. A Note has been added near the start of the section headed "Confirm allocation / switches". A section headed "Rebalance investments" has been added. |
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|
CC634 |
Member Web Site |
Investments |
Switch History |
A Note has been added after the second "Switch History" screen image. |
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|
CC634 |
Member Web Site |
Scheme Benefit Quotes |
Overview |
The section headed "Navigation" has been moved to the start of the topic. |
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