Release 5.2 [Revision 5.210] 

Index 

Book

Sub-book
(if applicable)

Topic

Details of change

CC713

Security

Functional

Templates

A section headed "Viewing transactions and actions" has been added at the end of the topic.

CC713

Security

Functional

Security Maintenance Process

A cross-reference has been added at the end of the topic.

CC722

Infrastructure

System Data > Document Templates

Template Elements

Wording has been added to the definition of "Inclusion Conditions" in the table of field descriptions.

Wording changes have been made within the section headed "Annexures".

CC722

Infrastructure

System Data > Parameters

Global Parameters

The "JU1AW Global Parameter Maintain" screen images have been replaced.

A message screen image has been replaced.

A Note has been added at the start of the section headed "Projection Assumption".

Sub-menu screen images have been replaced.

Sections headed "Assumption input values", "Add new assumption input values" and "Update assumption input values" have been added.

CC706

CC722

 

Infrastructure

Batch

Maintain Batch Schedule

Within the section headed "Batch Selection Criteria = MEMBER CATEGORY", the "JU1BR Scheme Membership Group List" screen image has been replaced.

A screen name has been corrected.

Wording has been added to the definitions of "INCLUDE MEMBERS" and "EXCLUDE MEMBERS" in the table of field descriptions.

CC722

Investment

 

Investment Return Projection Assumptions

The "JU1AW Global Parameter Maintain" screen image has been replaced.

Wording has been added at the start of the section headed "Assumption input values".

Wording has been changed in the table of field descriptions.

A Note has been added at the end of the topic.

CC718

Schemes

Scheme Update

Scheme Update Type: Income

The "JU1CT Scheme Income Rule Details" screen image has been replaced and text has been added below the table of field descriptions.

CC718

CC722

 

Schemes

Scheme Update

Scheme Update Type: Expenses

The "JU1CT Scheme Expense Rule Details" screen images have been replaced and text has been added below the table of field descriptions.

The section heading "Associate rule to income types" has been corrected.

The "JU1BY Scheme Global Type Details" screen image has been replaced.

CC705

Schemes

Scheme Update

Scheme Update Type: Membership Group

Changes have been made to the lists of membership groups.

The "JU1BR Scheme Membership Group List" screen images have been replaced throughout the topic, and relevant changes have been made to the tables of field descriptions.

Changes have been made to the table within the section headed "Validations" and text has been added below it.

A section headed "Membership group type: Scheme Life Cycle" has been added.

Within the section headed "Medical aid", the "JU1BR Scheme Membership Group Detail" screen image has been replaced.

CC705

Schemes

Scheme Update > Scheme Update Type: Maintain Scheme Benefit Rules

Benefit Product (Flexible Benefit Rules)

A section headed "Duplicate accounting by using a benefit product more than once" has been added.

CC714

Schemes

Calculation Components

UDPV Definitions

Changes have been made to the tables of definitions within the section headed "Calculation method".

A Note has been added in the table within the section headed "Type of payment".

CC711

CC722

 

Schemes

Additional Menu Options

Scheme Parameters

The "JU1DO Scheme Parameter Details" screen image has been replaced.

A section headed "Vision set up for Workflow (for ABSA only)" has been added.

Wording has been changed within the section headed "Assumption input values".

CC722

Schemes

Additional Menu Options

Investments

Wording has changed at the start of the section headed "Investment Return Projection Assumptions".

Sub-menu screen images have been replaced.

The "Projection Assumption Maintain" screen images have been replaced.

CC722

CC728

Schemes

Additional Menu Options

Formats

The menu screen image has been replaced throughout the topic.

The "JAJW Benefit Statement Format Details" screen image has been replaced.

Wording has been added to the table of field descriptions.

CC709

Members

Membership Details

 

Within the section headed "Additional contributions", the Note within the section headed "End-dating additional contributions" has been changed.

CC727

Members

Products > Beneficiary Fund

Member List

The sub-menu screen image has been replaced.

CC727

Members

Products > Beneficiary Fund

New Investor Details

The sub-menu screen image has been replaced.

CC727

Members

Products > Beneficiary Fund

Investment Amount

Wording has been added to the opening paragraph.

The sub-menu screen image has been replaced.

The "JU3EN Investment Details" screen image has been replaced and wording has been added.

A section headed "Allocating percentages" has been added.

CC727

Members

Products > Beneficiary Fund

Regular Payment

The sub-menu screen image has been replaced.

CC727

Members

Products > Beneficiary Fund

Bank Account

The sub-menu screen image has been replaced.

CC727

Members

Products > Beneficiary Fund

Authorise

The sub-menu screen image has been replaced.

CC727

Members

Products > Beneficiary Fund

Payment Request

The sub-menu screen image has been replaced.

CC727

Members

Products > Beneficiary Fund

Investment Allocation

The sub-menu screen image has been replaced.

CC727

Members

Products > Beneficiary Fund

Switch History

The sub-menu screen image has been replaced.

CC720

Processes

File Transfer > Annexures

Annexure C: Annuity Payment

Changes have been made to the descriptions for fields 47 and 56 in the detail record layout.

CC723

Processes

Contributions > Payroll > Reports

Overview

A report has been removed from the list.

CC723

Processes

Contributions > Payroll > Reports

Temporary Absence Report

This topic has been removed.

CC724

Processes

Contributions > Income > Income Billing

Age Related Rebates

The "Age Related Generate Detail" screen image has been replaced, and relevant changes have been made to the list of columns.

Wording has been added.

CC708

Processes

Switches

Investment Switches Enquiry

The section headed "Cancel a switch" has been revised.

CC708

Processes

Switches

Adjustment and Cancellation of Switches

The section headed "Cancel switch" has been revised.

CC708

Processes

Switches

Bulk Switches

The section headed "Cancelling switches" has been revised.

CC717

Scheme Reports

 

Overview

Reports have been added within the "Member" section.

A report has been removed from the "Annuity" section.

CC729

Scheme Reports

Member

Member Salary List

The sub-menu screen image has been replaced.

A section headed "Unlimited salary types" has been added.

CC717

Scheme Reports

Member

Address Extract

This new topic has been added.

CC717

Scheme Reports

Member

Member Postal Code Extract

This new topic has been added.

CC720

Scheme Reports

Annuity

Annuity Valuation

The "Report Selection" screen image has been replaced and relevant changes have been made to the list of field descriptions.

CC717

Scheme Reports

Annuity

Error Log Report

This topic has been removed.

CC718

Auxiliary Activities

 

Add a new Income Type to a Scheme (Funds)

The "JU1CT Scheme Income Rule Details" screen image has been replaced and text has been added below the table of field descriptions.

CC707

Auxiliary Activities

Coding a Flat Fee for a Scheme

 

This new sub-book has been added.

CC714

Supplements

Annuity Increases

Pension Increase Calculations by the System

A Note has been added near the start of the topic.

CC706

CC712

CC722

 

Supplements

Batch Programs

Batch Jobs

A batch job has been added to the list.

A section headed "B_JU3BN_LIFE CYCLE SWITCHES" has been added.

Batch job "B_JU3AM_ANNUAL_BONUS" has been removed from the list, and batch job " B_JU3EL_BONUS (MONTHLY & ANNUAL)" has been added to the list.

The section headed B_JU3AM_ANNUAL_BONUS has been changed to "B_JU3EL_BONUS (MONTHLY & ANNUAL)".

Wording has been added to the section headed "B_JU3AX_BENSTA".

CC712

Supplements

Batch Programs

Output Jobs

The description for batch job number 10 has been changed.

CC722

 

Supplements

Scheme Launch Coding Sheet

Scheme

A benefit event has been added within the section headed "Defined benefits".

CC713

Supplements

Transaction Action Codes

 

This new sub-book has been added.

CC722

Client Specific

ACA > SAP

Setup of Parameters

Within the section headed "Global parameters", the "JU1AW Global Parameter Maintain" screen image has been replaced, and another has been added.

Screen images have been replaced within the tables of field descriptions.

CC710

Client Specific

ACA > SAP

SAP Data Reports

The section headed "Backdated contribution report" has been revised.

CC716

Client Specific

ACA > SAP > SAP Interface File Layouts

SAP Interface File Layouts

A section headed "Automated interfaces" has been added.

CC725

CC726

 

Client Specific

ACA > SAP > SAP Interface File Layouts

SAP Interface File Layouts

Changes have been made to the table within the section headed Interfaces.

Changes have been made within the section headed

"Automated interfaces".

A section headed "Directories for SAP interface files" has been added.

CC725

Client Specific

ACA > SAP > SAP Interface File Layouts

File Layout: [all]

The text file name has been removed at the start of the topic.

CC725

Client Specific

ACA > SAP > SAP Interface File Layouts

File Layout: New Company Reference Numbers for Pensioners

The name of this topic has changed to File Layout: Barclays.

CC722

Client Specific

Metropolitan > Neon Theme

Neon Theme

The "JU1AW Global Parameter Maintain" screen images have been replaced.

           

 

Member web site

Index

Book

Sub-book
(if applicable)

Topic

Details of change

 

CC722

Member Web Site

Scheme Benefit Quotes

Overview

Wording has been added to the opening paragraph.

CC722

Member Web Site

Scheme Benefit Quotes

New Projections

A section heading "Standard benefit rules" has been inserted ahead of existing text.

Sections headed "Flexible benefit rules", "Investment Allocation", "Capturing allocations" and "Benefit projection results" have been added.

CC722

Member Web Site

Scheme Benefit Quotes

Previous Projections

A section heading "Standard benefit rules" has been inserted ahead of existing text.

Sections headed "Flexible benefit rules" and "Screen buttons" have been added.