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Index |
Details of change |
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CC1313 CC1315 CC1316 CC1317 CC1319 CC1320 CC1321 CC1324 CC1328 CC1342 CC1343 CC1345 CC1346 CC1349 CC1351 |
Miscellaneous updates made since last release, including the correction of minor errors, enhancing readability, etc. |
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CC1312 |
Additions to the functionality for the current Endowment Product functionality: - Changes to the current Policyholder Details page - Addition of extra member fields - The addition of the Agent Role The addition of new My Work Processes for the processing of the “Endowment Policyholder Services” and “Endowment Declined Policy Decision” service requests. |
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CC1314 |
Miscellaneous updates and documentation of the Agent Role for Botswana, Mozambique and Zambia |
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CC1318 |
Replacement of the My Work Service Request Process Name of “SURRENDER” with “the type of claim being processed” i.e. it would be EXIT, WITHDRAWAL, RETIRAL, DEATH or DISABILITY CLAIM, etc. |
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CC1322 |
Functionality has been added to generate IRP5 and IT3(a) certificates in a printable PDF format in bulk or individually per pensioner |
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CC1323 |
The facility has been added to load tables of the medical aid subsidy rates in the same way as currently done for the medical aid premiums and to calculate the pensioners’ subsidies. The capture of the number of an additional classification of dependants called Additional Dependants has also been added. |
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CC1325 |
Functionality has been added for a letter to be automatically authorized once a payment has been authorized. |
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CC1326 |
Functionality has been added so that when a Document Template is linked to a Main Umbrella Scheme, that it be associated to all the Sub-Umbrella Schemes linked to the Main Scheme. In addition, if a different template needs to be used for any of the Sub-Schemes, that separate templates be able to linked to these Schemes. If a new template is then linked to the Main Scheme it must be possible to then indicate if the new template link must override the link of the separate templates to the Sub-Schemes that are linked to individual templates. |
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CC1327 |
Functionality has been added for the automation of the processing of the retained earnings journal as at a scheme’s financial year end. |
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cc1329 |
Functionality has been added for a new Bank Reconciliation Checklist that can be defined using a Document Template, allowing the Checklist to be set up and amended to suit the requirements. |
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CC1330 |
The addition of the following fields to the JU3AO Membership Details Maintain screen in order to provide additional member information when member data is referenced in core for indexing purposes: - Paycentre - Surname - Initials - Date of Birth - ID Number |
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CC1331 |
Validation has been added to ensure that a member with a Status of MERGE or INACTIVE may not be used as a member for Indexing purposes. An error message will be displayed if either Status is selected from the Membership Status drop-down list displayed when the FIND MEMBER action button is selected on the JU7AB Create/Update New Service Request screen. |
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CC1333 |
Additional columns have been added to the Third Part Payment Report (Schedules) and the Annuity Member List Report to show the medical aid dependants as captured on the JU4DC record of the medical aid deduction. Also, the report now shows who is an annuitant and who is a living annuitant. |
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CC1334 |
The addition of the User who last processed an Update Type to the Benefit Payment Process screen next to the Time Last Updated column on the JU4CN Benefit Payment Process screen. The User will be updated when the Update Type is opened and when it is closed. This also applies to the Automated Claims process. In addition. The Automated Claims report will reflect the user id associated with the current step the claim is at. |
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CC1335 |
Functionality has been added to produce a flexible format administration report providing a generic report catering for all schemes. The content of the administration reports per scheme can be set up using the flexible document structures to tailor the appearance and content of the reports per scheme or to bring in certain elements from a global perspective to create a uniform look across either the company or per operating area. A separate document template can be set up for each section of the report and individual PDF documents generated for each section when the administration report is extracted. These separate documents can then be included in the administration report pack as required. |
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CC1336 |
A new Admin Status Report (Scheme Report) has been added to provide a monthly report of the status of the following: - Contributionsreceived - Investments - Riskpremiumspaid - Adminfeespaid - Claimsinprogress - Bankreconciliations - PAYEReconciliations |
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CC1337 |
A new Member Individual Extract (Scheme Report) has been added to provide an extract of information for a member for valuation purposes. |
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CC1338 |
The Annuity Member Group has been added to the Annuity Payment Schedule in order to be able determine from where the money must be disinvested and for actuarial purposes. |
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CC1339 |
Functionality has been added to do Bulk Payments on Main Umbrella Level for the payment of Premiums on all Sub-Schemes linked to a Main Umbrella where the Underwriter is the same. Currently the functionality is there to do Bulk Payment for premiums on a Main Umbrella Fund. Provision has now been made to group payments of premiums to a specific Insurer. |
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CC1340 |
The addition of document tags for the following for inclusion in the Benefit Statements: - Client Code (existing for New Entrant Certificates; not for Benefit Statements) - Income Type on Investment Splits for New Entrant Certificates – included in Specification 16924. - Total Costs Tags (Admin/Funeral/GLA) - Salary Assumption for Projections |
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CC1341 |
The member’s current Pay Centre has been included in the data displayed on the My Work SR Screen on the right-hand side, when an SR is selected. |
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CC1344 |
The following changes to the Endowment Product have been made: - A new Contact Details screen has been added - A new Employer Detail screen has been added - Changes to the New Business System Process - Changes to the update of a Membership Status record when a Debit Order Collection has rejected and the rejection needs to be manually updated. - Provision has been made to send out bulk PDF Letters to notify members of a Debit Order Collection rejection. - Provision has been made for a daily run to insert a My Work item for a claim if a member has not reinstated the policy within a certain time frame. |
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CC1347 |
The addition of the CLIENT CODE Tag for Benefit Statements. |
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CC1348 |
The addition of the Title column to the Address Extracts for Annuities. |
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CC1349 |
The addition of “Using the Auto-Patcher” to the ACA Client Specific section of the Manual. |
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CC1350 |
Functionality has been added to accommodate legislative changes with effect from 1 March 2014, in which a deduction no longer applies to medical scheme contributions for taxpayers over the age of 65.
A medical aid tax credit applies to all taxpayers, but additional second and third tier credits apply depending on the tax payer’s age. |
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CC1352 |
The addition of functionality for Commission Calculation at a Product level for Barclays Africa. |
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CC1353 |
Changes to the Member file load (JUH0) to cater for the loading of the following additional fields required for Individual Investment products: - External Code - Tax Status - Annual Fee |
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