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Standards Updates January 2016

Please see below for the latest updates and progress on our Standards. If you'd like further information on anything identified below please contact Karen.

New Standards Holders in December 2015/January 2016

Annuity Trading Exchange

Selectapension Ltd

KPMG LLP

PSG Update

The first PSG Meeting of 2016 is taking place at etc.venues Fenchurch Street in London on 24th February 2016.

All documentation will be available to download from our website via the following link:-

http://origoservices.com/OurGroups/ProcessandStandardsGroup(PSG)/Meetings/PSG_2016_02_24.aspx

 

Standards Update

Contract Enquiry Wraps Transaction History

Update:

This Standard has been published as Final.

Plans for February:

No further activity is required on this project.

Contract Enquiry Pensions and Wraps

Update:

An End Stage Report was published to the Working Group and the PSG, who has accepted the Draft Final Standards without further comment.

Plans for February:

The Standard will be finalised when resource is available.

Evidence of Customer Agreement

Update:

The BMA has reviewed the updated draft of the High-Level Principles for the use of e-signatures in granting consent to accessing medical records, and has asked for a handful of minor drafting improvements.  The ABI was hopeful in January to publish the final draft of the Principles, and Origo is awaiting confirmation of this.

Plans for February:

No further activity planned but Origo will update PSG and the Working Group if anything material occurs.

Investment Switch and Redirect Notification

Update:

The project initiation phase was commenced and a Terms of Reference and Project Initiation Document produced and circulated to the PSG, along with an invitation to attend a project kick-off teleconference.

Plans for February:

A call to PSG to encourage further participation will be issued, and the kick-off meeting will take place on 10th February.

Investment Switch and Redirect Instruction

Update:

The project initiation phase was commenced and a Terms of Reference and Project Initiation Document produced.

Plans for February:

A ToR and PID will be issued to PSG along with an invite to attend a project kick-off meeting to be held on 18th February.  A call to PSG to encourage further participation will be issued.

STEveN 2015

Update:

A Problem Definition Report was published and a Research Group meeting was held on the 14th January.  No firm conclusions could be drawn.  It was recommended that the matter be referred to PSG for further consideration.

Plans for February:

The future of STEveN related activity is to be discussed at PSG.

XAdES Proof of Concept

Update:

The Proof of Concept Report has been discussed at a Research Group meeting on 10th January.  Minor updates were applied to the report following that call.

Plans for February:

The Proof of Concept Report will be published to the PSG and OTG.

Change Management Pilot

Update:

Origo initiated the Pilot of the revised Change Management process in December, and published the first Provisional Standards delivered by the Pilot in January.

Plans for February:

Continue to operate the Pilot in line with the agreed approach, and provide a fuller update on its early stages to the PSG at its February meeting.

New Business Details Confirmation

Update:

A high level Business Requirements document was issued to the Working Group and discussed at the fortnightly Working Group meeting, the content of which was accepted subject to a few minor amendments.

Plans for February:

The Data Requirements Document, the Candidate Design Document and the updated Business Requirements Document will be issued to the Working Group for agreement.

Documents Issued in January 2016

STEveN Problem Definition Report - Issued on 21st January 2016

New Business Details Confirmation BRD - Issued on 22nd January 2016

Investment Switch and Redirect Notification Working Group Terms of Reference - Issued on 22nd January 2016

XAdES Proof of Concept Findings (updated) - Issued on 25th January 2016

 

Standards Delivered in January 2016

Flexible Integration Toolkit (FIT) v3.1 Provisional - Published on 28th January 2016

Adviser.pdf

Adviser.xsd

BankAccounts.pdf

BankAccounts.xsd

BusinessContacts.pdf

BusinessContacts.xsd

CashFlow.pdf

CashFlow.xsd

ContractsSummary.pdf

ContractsSummary.xsd

DocumentSet.pdf

DocumentSet.xsd

Employment.pdf

Employment.xsd

FIT_ID_IDREF_Relationships.jpg

FIT_v3.1_Provisional_ChangeRequests.html

FlexibleIntegrationToolkitOverview.pdf

GenericData.pdf

GenericData.xsd

Illustration.pdf

Illustration.xsd

InvestmentStrategy.pdf

InvestmentStrategy.xsd

MoneyLaunderingCertificate.pdf

MoneyLaunderingCertificate.xsd

PatternGuidelines.pdf

Pattern_Names.html

Pattern_names.xml

PersonDetails.pdf

PersonDetails.xsd

PersonalFactFind.pdf

PersonalFactFind.xsd

PortfolioSummary.pdf

PortfolioSummary.xsd

ProcessingState.pdf

ProcessingState.xsd

ProductFeatures.pdf

ProductFeatures.xsd

ProductFeaturesAnnuity.pdf

ProductFeaturesAnnuity.xsd

ProductFeaturesBond.pdf

ProductFeaturesBond.xsd

ProductFeaturesCollectiveInvestment.pdf

ProductFeaturesCollectiveInvestment.xsd

ProductFeaturesDefinedBenefitPension.pdf

ProductFeaturesDefinedBenefitPension.xsd

ProductFeaturesDefinedContributionPension.pdf

ProductFeaturesDefinedContributionPension.xsd

ProductFeaturesEndowment.pdf

ProductFeaturesEndowment.xsd

ProductFeaturesEquityRelease.pdf

ProductFeaturesEquityRelease.xsd

ProductFeaturesLoan.pdf

ProductFeaturesLoan.xsd

ProductFeaturesMortgage.pdf

ProductFeaturesMortgage.xsd

ProductFeaturesPrivateMedicalInsurance.pdf

ProductFeaturesPrivateMedicalInsurance.xsd

ProductFeaturesProtection.pdf

ProductFeaturesProtection.xsd

ProductFeaturesSavingsAndISAs.pdf

ProductFeaturesSavingsAndISAs.xsd

ProductFeaturesWholeOfLife.pdf

ProductFeaturesWholeOfLife.xsd

PropertyFeatures.pdf

PropertyFeatures.xsd

Remuneration.pdf

Remuneration.xsd

Response.pdf

Response.xsd

Samples.zip

New Business Protection v3.9 Provisional - Published on 28th January 2016

NBProtection_v3.9_Provisional_ChangeRequests.html

QNBPROTECTIONNEWBUSINESS.XSD

QNBPROTECTIONNEWBUSINESSMCONTENT.XSD

QNBProtectionMIG.doc

QNBProtectionMIG.pdf

Quotes Protection v3.9 Provisional - Published on 28th January 2016

QNBPROTECTIONQUOTEREQUEST.XSD

QNBPROTECTIONQUOTEREQUESTMCONTENT.XSD

QNBPROTECTIONQUOTERESPONSE.XSD

QNBPROTECTIONQUOTERESPONSEMCONTENT.XSD

QNBProtectionMIG.doc

QNBProtectionMIG.pdf

QuotesProtection_v3.9_Provisional_ChangeRequests.html

Maintain Generic Data v2.2 Provisional - Published on 28th January 2016

GenericData.xsd

GetGenericDataRequestMTG.xsd

GetGenericDataResponseMTG.xsd

LoadGenericDataRequestMTG.xsd

LoadGenericDataResponseMTG.xsd

MaintainGenericDataGetRequest.pdf

MaintainGenericDataGetResponse.pdf

MaintainGenericDataLoadRequest.pdf

MaintainGenericDataLoadResponse.pdf

MaintainGenericData_v2.2_Provisional_ChangeRequests.html

OrigoMessageHeader.xsd

Response.xsd

xmldsig-core-schema.xsd

Maintain Personal Fact Find v3.1 Provisional - Published on 28th January 2016

FIT_ImportedSchemas.zip

GetPersonalFactFindRequestMTG.xsd

GetPersonalFactFindResponseMTG.xsd

LoadPersonalFactFindRequestMTG.xsd

LoadPersonalFactFindResponseMTG.xsd

MaintainPersonalFactFindGetRequest.pdf

MaintainPersonalFactFindGetResponse.pdf

MaintainPersonalFactFindLoadRequest.pdf

MaintainPersonalFactFindLoadResponse.pdf

MaintainPersonalFactFind_v3.1_Provisional_ChangeRequests.html

OrigoMessageHeader.xsd

Response.xsd

xmldsig-core-schema.xsd

 

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