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Index |
Details of change |
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CC1244 CC1245 CC1246 CC1247 CC1248 CC1249 CC1250 CC1251 CC1252 CC1254 CC1255 CC1256 CC1272 CC1273 CC1275 CC1283 CC1284 CC1286 CC1287 CC1289 CC1300 CC1302 CC1303 CC1304 CC1305 |
Miscellaneous updates made since last release, including the correction of minor errors, enhancing readability, etc. |
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CC1253 |
Updates to the JU1AQ Investment Medium Details screen |
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CC1257 |
The addition of the Main Scheme number to the report so that Sub-schemes can be grouped together for Umbrella Funds. |
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CC1258 |
The addition of an annuity membership movements report that can be run for a specified period. |
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CC1259 |
The addition of a Finance Checklist that can be defined using a Document Template, to the My Work Finance Process. |
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CC1260 |
The addition of an Investment Checklist that can be defined using a Document Template, to the My Work Investment Process. |
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CC1261 |
The addition of the following 2 new Annuity Schedule Report items under Reconciliation Report: - Re-Run Annuity Recon Reports - Email Annuity Payment Reports |
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CC1262 |
The addition of new Document Types and a new field to categorize document types. Security has been added to control the access to view documents, as certain documents may contain confidential information that should only be viewable for certain viewers. |
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CC1263 |
Changes made to the system for a user not to be allowed to continue with a death or disability claim if the reinsurance proceeds have not been received. In addition, a Service Request may not to be closed unless all of the items on the Payroll Checklist and Income Checklist have been completed. |
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CC1264 |
Updates made to the Maintain Batch Schedule functionality. The addition of exclusion Criteria for the Benefit Statement and Investment Statement so as to allow for members with a particular Status to be included or excluded. |
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CC1265 |
Certain of the beneficiary Reports for PSPF were not displaying Totals. |
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CC1266 |
Adding “Tags for Tax Certificates” to Supplements > Tags. |
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CC1267 |
Changes to allow for the Benefit Payment process and Contribution process to be switched off on Core for Schemes where these processes are being done through My Work. |
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CC1268 |
Documentation of the new screen that displays for non-T&M open logs, for the Vendor Role only (CIMS manual). |
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CC1269 |
Changes to the Amendments and Amendments by Type Payroll reports. |
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CC1270 |
The addition of a new Annuities Report that provides a report of the annuity payslips that have been emailed to Pensioners. |
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CC1271 |
Functionality for members to indicate if, in the event of their death, they want the benefit for a nominated beneficiary to be transferred to a Trust or for the benefit to be paid out in full (Member Website manual). |
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CC1274 |
The inclusion of telephone numbers and email addresses on the annuity address extract. |
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CC1276 |
Additions to the functionality for individual investment products e.g. preservation funds, retirement annuity funds, annuity funds, living annuity funds, endowment funds, etc. Additions to the functionality for the current Endowment Product functionality |
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CC1277 |
The inclusion of additional validations on certain fields when capturing annuity details. The addition of certain fields to the audit report of changes to annuity details so as to provide a complete audit trail on all annuity payment fields. |
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CC1278 |
The addition of the Annuity Membership Group field to the Annuity Valuation report in order to assist the actuaries of the scheme in the increase process. |
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CC1279 |
Additional values added to the “Pend Reason” field on the JU7AB Create/Update New Service Request screen. |
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CC1280 |
Overnight Batch Run Schedule diagram (only applicable to ABSA schemes). |
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CC1281 |
Provision has been made for a member detail document template to be included in emails sent out from My Work. |
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CC1282 |
Changes to the existing Annuities “Address Extract” report to include selection options for “Product” and “Confirmation Type”. The addition of an Annuities “No Address Extract” report. |
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CC1285 |
The addition of Scheme Reports for Underwriting Pre-Benefit Screening and Disability Claims Assessment. |
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CC1288 |
Changes to the Accounting Journals to enable the selection of an annuity beneficiary for the processing of accounting transactions. Changes to the Accounting Enquiries to enable the extract of accounting transactions for annuity beneficiaries. Changes to enable the processing of accounting journals for beneficiary annuitants via the bulk journal load process. |
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CC1290 |
The addition of the Email Annuity Payment Report which is a single report combining all of the annuity reconciliation reports for the Schemes run under a holding scheme. |
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CC1291 |
Functionality has been added to provide a search function on each of the Report Selection pages for the schedules produced in the Annuity Payment runs where the run has been scheduled for a holding fund. Where there are a large number of schemes linked to a holding fund, this functionality will allow the schedule for a specific scheme to be viewed without having to scroll through the list of schedules. |
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CC1292 |
The addition of the following Management Information Productivity Reports that extract statistics of user productivity. - Bank Reconciliation Productivity Report - Claims Productivity Report - Contributions Productivity Report |
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CC1293 |
Functionality has been added to include all Benefit Types for an annuitant on the Annuity Valuation Report. An additional income criteria option has been provided when scheduling the report. |
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CC1294 |
Functionality has been added to automatically send a SMS or EMAIL once a step has been completed in the benefit payment and contribution processes. Another Activity Name has been added to the Benefit Payment Process in My Work to cater for communication with regards to tax. |
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CC1295 |
Functionality has been added to be able to extract the following reports for a Main Scheme Umbrella Fund: - Switch Report - Member Salary by Date - Expected Member Income - Unclaimed Benefits - Audit Report – Member Data - New Membership Certificates - Payroll Reports – Pay Centre Transfers - My Work Service Requests Extract |
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CC1296 |
Functionality has been added to provide a complete process for the processing of advance payments in place of using manual accounting activity journals. A new Manual Payments menu item has been added to the Annuities Process for the creation of Advance Payments. The Annuity Advance Payments process has been added to the existing My Work functionality. |
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CC1297 |
Functionality has been added to interface with Asset Managers via the FinSwitch Interface for the uploading of investment unit prices and the processing of investment and disinvestment instructions for unitized investments. (This excludes investment and disinvestment transactions for non-unitized investments). |
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CC1298 |
Functionality has been added to provide an exportable report of the bank statement captured or uploaded and the additional option to select debit or credit entries in the selection criteria. |
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CC1299 |
Functionality has been developed to add a message on My Work Email boxes to provide an automatic response to emails received via the various process email boxes, informing the sender that the email has been received. |
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CC1301 |
The addition of the Request No column to the Exit Values scheme report for claims initiated through My Work. |
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CC1306 |
The following changes have been made to the processing of the annuity certificate of existence: - The Certificate of Existence extract can now be run for all Schemes in one run - When the Certificate of Existence process is run, only certificates for annuitants for which the Confirmation Type is CERTIFICATE will be created. - The grace period can be captured at a global level so that, if necessary, it can be extended - The Certificate of Existence document will be created in the member’s language - A Certificate of Existence form can be created using a flexible template so that it can updated in the future without development. |
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CC1307 |
The addition of an Annuity Information Summary screen to provide a screen with as much information regarding an annuity on one page as possible. This screen is provided in PDF format and can be accessed from the Annuity Details screen. |
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