Release 5.5 [Revision 5.500]

Index

Details of change

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Miscellaneous updates made since last release, including the correction of minor errors, enhancing readability, etc.

CC1208

Revision of the JUH0 Take-on Layout to include a Salary Amount field. The Cycle Month (22) will be used as the effective date for the Salary and Member Payment create.

CC1209

The addition of a new Take-on Layout  for loading Salaries for Debit Order Umbrella Funds.

CC1210

The addition of functionality to enable the collection of contributions via debit order for funds where the contributions are a percentage of salary.

CC1211

The addition of functionality for the capturing of increases on IN.pensions relating to changes to the annuity increase process:

-  An Increase Date has been added to the Territory Parameters to define the period for which an Increase Rate is applicable per Product.

-  A Pending Increases Report has been added to the Annuity reports to list all of the Schemes for which an increase will be applied for a specified month.

-  A check will be done when the run monthly payment run is processed for the Scheme’s increase date and if the month is equal to the month of the run and no increase run has been processed for the month, an error message is generated.

-  The Bonus Participation field has been changed from an indicator to a drop down list on the JU4DD Membership Payment Details screen so as to record the type of bonus a member is eligible for and the member’s bonus amount and date where this is specific to the individual member.

-  A file of increase information will be provided when an increase run has been processed with the option to create a bulk PDF file of increase letters or to print individual PDF increases.

CC1212

Changes made to the display columns on the Annuity Valuation report.

CC1213

Minor additional changes made to the Scheme Rules Report.

CC1215

Functionality has been added to enable a designated user to delete an email that have been stored in the My Work Mailbox but cannot be further processed by the system because the system has a read problem with that specific email.  The user can also view a report of emails marked for deletion and emails deleted.

CC1218

The addition of a Retirement Annuities Valuation Extract report to the General menu under Scheme Reports. (A separate extract has been provided because the requirement for the retirement annuity fund valuation is less complex than that required for the valuation for the retirement funds).

CC1222

GEN 8 Upgrade:

-  Addition of View History and View Active action buttons to the JU4DC Membership Payment Maintain screen. 

-  Addition of User Id and Date and Time fields to the JU4DC Payment Details screen.

-  Addition of a View History action button to the JU4DD Payment Detail Maintain screen. 

CC1223

GEN 8 Upgrade: The END_DATE  field on the AB77 file layout now populates the End Date field on the JU4DC Payment Details record and no longer populates the End Date field on the JU4DD Membership Payment Details record.

CC1225

Changes made to the AB78 Take-on Layout.

CC1226

The addition of a Secondary Membership Number column to the Input Worksheet of the Bulk Journal File format to enable the processing of accounting transactions for annuity beneficiaries via the bulk journal load process.

CC1230

Addition of a Global Profile Link under Security > Access to enable Employers to extract the Member Extract report that is displayed under Reports on the Employer Website.

CC1232

The addition of the Ad-Hoc Income Process to My Work.

CC1235

The addition of the Underwriting and Disability Management Processes to the system.

CC1239

Functionality has been added to cater for electronic fund transfers via Nedbank’s Corporate Payment System (CPS).  (This was created specifically for Hollard although it is not exclusive to that Client).

CC1240

Amendments to the functionality provided in terms of the Beneficiary Fund Enhancement – Phase 1 specifications.