Standards Updates July/August 2018
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 July/August 2018
Lakeside Wealth Management Ltd
PSG Update
Process & Standards Group (PSG)
Providing detailed Governance of the evolution of Origo Standards.
Start-End (Forecast)
Standing Governance Group.
Progress this Month
The Process & Standards Group met by teleconference on 22nd August when the primary focus was the Origo Standards Prioritisation exercise outcomes. A candidate programme of activity for the next 12-18 months was selected for recommendation to the Shareholders’ Advisory Council. The Group also discussed the approach to capping liability in the Legal Framework, deciding that no further action is required. The agenda, input papers and minutes are available on the website.
Future Milestones
Meeting on 7th November 2018 in London.
Standards Development
Medical Underwriting Lists (MULs)
Collaboration with Annuity Provider and Underwriters Forums to adopt the MULs into the Origo Standards Library, providing a route to resolving industry under-licensing of WHO IP.
Start-End (Forecast)
January 2017 - June 2018
Progress this Month
Criterion has disengaged with attempts to adopt the MULS as an Origo Standard. Alternative models are being considered and the Annuity Providers and Underwriters Forums have been updated.Future Milestones
Sept 18 : Annuity Providers and Underwriters Forums will be contacted to explore if alternative support models can be identified. This will no longer be reported via the Process & Standards Group as it falls outwith Origo Standards work.
Bulk Valuations Standards
Creating Standards to support Bulk Valuations communications.
Start-End (Forecast)
December 2017 - June 2018
Progress this Month
Following the publication of the End Stage Report to the Working Group and the PSG, the Consultation Period on the Bulk Valuations Standards came to an end on 31st August. No comments were received on the Draft Final Standards.
Future Milestones
Sept 18 : Publish Bulk Valuations Final Standards.
MiFID II Research
Research project looking at the operational impact of MiFID II, and what response is required from Origo Standards.
Start-End (Forecast)
May 2018 - August 2018
Progress this Month
The Final Problem Definition Report was published to the Working Group. This highlighted that there is no current demand for Standards development.
Future Milestones
Sept 18 : Raise a PSG Proposal to summarise the findings and to be used as the basis for any further MiFID II research or Standards development activity. Criterion will maintain a watching brief should further requirements materialise towards 2019.
Documents Issued in July/August 2018
PSG Prioritisation 2018 Task (updated) – Published on 2nd July 2018
Bulk Valuations Standards Development End Stage Report – Published on 9th July 2018
MiFID II Problem Definition Report (updated) – Published on 2nd August 2018
Blockchain Case Study Terms of Reference – Published on 8th August 2018
Blockchain Research Problem Definition Report – Published on 8th August 2018
Blockchain Use Case Document – Published on 8th August 2018
Legal Framework Liability Cap – Published on 10th August 2018
Programme Plan Priorities 2018 – 19 – Published on 10th August 2018
Investment Platform Market Study – Published on 10th August 2018
FCA Consultation Paper CP18 – 17 – Published on 10th August 2018
Change Request PSG Report – Published on 10th August 2018
Standards Published in July/August 2018
Maintain Publish and Subscribe v1.0 Draft Final – Published on 9th July 2018
BulkValuationSamples.zip
DesignConsiderations.pdf
MaintainPubSubCommonTypes.xsd
MaintainPubSubPublishGetRequest.pdf
MaintainPubSubPublishGetRequest.xsd
MaintainPubSubPublishGetRequestBV_1.xml
MaintainPubSubPublishGetRequestBV_2.xml
MaintainPubSubPublishGetRequestBV_3.xml
MaintainPubSubPublishGetRequestBV_4.xml
MaintainPubSubPublishGetRequestBV_5.xml
MaintainPubSubPublishGetRequestBV_6.xml
MaintainPubSubPublishGetRequestBV_7.xml
MaintainPubSubPublishGetResponse.pdf
MaintainPubSubPublishGetResponse.xsd
MaintainPubSubPublishGetResponseBV_1.xml
MaintainPubSubPublishGetResponseBV_2.xml
MaintainPubSubPublishGetResponseBV_3.xml
MaintainPubSubPublishGetResponseBV_4.xml
MaintainPubSubPublishGetResponseBV_5.xml
MaintainPubSubPublishGetResponseBV_6.xml
MaintainPubSubPublishGetResponseBV_7.xml
MaintainPubSubPublishReceiveRequest.pdf
MaintainPubSubPublishReceiveRequest.xsd
MaintainPubSubPublishReceiveRequestBV_1.xml
MaintainPubSubPublishReceiveRequestBV_2.xml
MaintainPubSubPublishReceiveRequestBV_3.xml
MaintainPubSubPublishReceiveRequestBV_4.xml
MaintainPubSubPublishReceiveRequestBV_5.xml
MaintainPubSubPublishReceiveRequestBV_6.xml
MaintainPubSubPublishReceiveRequestBV_7.xml
MaintainPubSubPublishReceiveResponse.pdf
MaintainPubSubPublishReceiveResponse.xsd
MaintainPubSubPublishReceiveResponseBV_1.xml
MaintainPubSubPublishReceiveResponseBV_2.xml
MaintainPubSubPublishReceiveResponseBV_3.xml
MaintainPubSubPublishReceiveResponseBV_4.xml
MaintainPubSubPublishReceiveResponseBV_5.xml
MaintainPubSubPublishReceiveResponseBV_6.xml
MaintainPubSubPublishReceiveResponseBV_7.xml
MaintainPubSubSubscribeGetRequest.pdf
MaintainPubSubSubscribeGetRequest.xsd
MaintainPubSubSubscribeGetResponse.pdf
MaintainPubSubSubscribeGetResponse.xsd
MaintainPublishSubscribe.pdf
OrigoMessageHeader.xsd
SampleMessages.pdf
SampleMessages.xlsx
publish-request1.xml
publish-response1.xml
subscribe-request1.xml
subscribe-response1.xml
subscribe-response2.xml
xmldsig-core-schema.xsd
Quotes New Business Domain v3.7 – Published on 11th July 2018
Intermediary_NB_MIG.pdf
Intermediary_Quotes_MIG.pdf
QNBT_CR_List_3.6Finalto3.7DraftFinal.pdf
QNBT_CR_List_3.7DraftFinaltoFinal.pdf Q
NBT_Requirements_List_3.6Finalto3.7DraftFinal.pdf
QNB_StandardOverview.pdf
QNB_StdQuestions.htm
QNB_Use_of_XML_Elements.pdf
Use_of_XML_Namespace_within_QNB_3.x.pdf
Quotes New Business Domain v3.8 – Published on 11th July 2018
Intermediary_NB_MIG.pdf Intermediary_Quotes_MIG.pdf
QNB_StandardOverview.pdf
QNB_StdQuestions.htm
QNB_Use_of_XML_Elements.pdf
Use_of_XML_Namespace_within_QNB_3.x.pdf
New Business Protection v3.9 – Published on 11th July 2018
Intermediary_NB_MIG.pdf
NBProtection_v3.9_ChangeRequests.html
QNBLevelTermNewBusiness.xml
QNBMulti-BenefitNewBusiness.xml
QNBPROTECTIONNEWBUSINESS.XSD
QNBPROTECTIONNEWBUSINESSMCONTENT.XSD
QNBProtectionMIG.pdf
QNBWOLNewBusiness.xml
QNB_StandardOverview.pdf
QNB_StdQuestions.htm
QNB_Use_of_XML_Elements.pdf
Use_of_XML_Namespace_within_QNB_3.x.pdf
Quotes Protection v3.9 – Published on 11th July 2018
Intermediary_Quotes_MIG.pdf
QNBLevelTermQuoteRequest.xml
QNBLevelTermQuoteResponse.xml
QNBMulti-BenefitQuoteRequest.xml
QNBMulti-BenefitQuoteResponse.xml
QNBPHIQuoteRequest.xml
QNBPHIQuoteResponse.xml
QNBPROTECTIONQUOTEREQUEST.XSD
QNBPROTECTIONQUOTEREQUESTMCONTENT.XSD
QNBPROTECTIONQUOTERESPONSE.XSD
QNBPROTECTIONQUOTERESPONSEMCONTENT.XSD
QNBProtectionBusinessContent.pdf
QNBProtectionMIG.pdf
QNBWOLQuoteRequest.xml
QNBWOLQuoteResponse.xml
QNB_StandardOverview.pdf
QNB_StdQuestions.htm
QNB_Use_of_XML_Elements.pdf
QuotesProtection_v3.9_ChangeRequests.html
Use_of_XML_Namespace_within_QNB_3.x.pdf
Contract Enquiry Bulk Valuations v1.0 Draft Final – Published on 7th August 2018
BRD.pdf BulkValuationSamples.zip
BulkValuations.pdf
BulkValuations.xsd
BulkValuationsCSVSpecification.pdf
Bulk_Valuation_Use_Cases.pdf
Candidate_Design.pdf
MaintainPubSubPublishGetRequestBV_1.xml
MaintainPubSubPublishGetRequestBV_2.xml
MaintainPubSubPublishGetRequestBV_3.xml
MaintainPubSubPublishGetRequestBV_4.xml
MaintainPubSubPublishGetRequestBV_5.xml
MaintainPubSubPublishGetRequestBV_6.xml
MaintainPubSubPublishGetRequestBV_7.xml
MaintainPubSubPublishGetResponseBV_1.csv
MaintainPubSubPublishGetResponseBV_1.xml
MaintainPubSubPublishGetResponseBV_2.csv
MaintainPubSubPublishGetResponseBV_2.xml
MaintainPubSubPublishGetResponseBV_3.csv
MaintainPubSubPublishGetResponseBV_3.xml
MaintainPubSubPublishGetResponseBV_4.csv
MaintainPubSubPublishGetResponseBV_4.xml
MaintainPubSubPublishGetResponseBV_5.csv
MaintainPubSubPublishGetResponseBV_5.xml
MaintainPubSubPublishGetResponseBV_6.xml
MaintainPubSubPublishGetResponseBV_7.xml
MaintainPubSubPublishReceiveRequestBV_1.csv
MaintainPubSubPublishReceiveRequestBV_1.xml
MaintainPubSubPublishReceiveRequestBV_2.csv
MaintainPubSubPublishReceiveRequestBV_2.xml
MaintainPubSubPublishReceiveRequestBV_3.csv
MaintainPubSubPublishReceiveRequestBV_3.xml
MaintainPubSubPublishReceiveRequestBV_4.csv
MaintainPubSubPublishReceiveRequestBV_4.xml
MaintainPubSubPublishReceiveRequestBV_5.csv
MaintainPubSubPublishReceiveRequestBV_5.xml
MaintainPubSubPublishReceiveRequestBV_6.csv
MaintainPubSubPublishReceiveRequestBV_6.xml
MaintainPubSubPublishReceiveRequestBV_7.csv
MaintainPubSubPublishReceiveRequestBV_7.xml
MaintainPubSubPublishReceiveResponseBV_1.xml
MaintainPubSubPublishReceiveResponseBV_2.xml
MaintainPubSubPublishReceiveResponseBV_3.xml
MaintainPubSubPublishReceiveResponseBV_4.xml
MaintainPubSubPublishReceiveResponseBV_5.xml
MaintainPubSubPublishReceiveResponseBV_6.xml
MaintainPubSubPublishReceiveResponseBV_7.xml
SampleMessages.pdf
SampleMessages.xlsx
HTTP Message Transmission Guidelines v1.3 – Published on 20th August 2018
Message_types.html Message_types.xml
HTTP Message Transmission Guidelines v2.0 – Published on 20th August 2018
Message_types.html Message_types.xml
HTTP v2.1 – Published on 20th August 2018
HTTPExampleRequest.xsd
HTTPExampleResponse.xsd
HTTPSample01SyncRequest.xml
HTTPSample01SyncResponse.xml
HTTPSample01SyncResponseFailure.xml
HTTPSample05AsyncRequest.xml
HTTPSample05AsyncRequestAck.xml
HTTPSample05AsyncRequestFailure.xml
HTTPSample05AsyncResponse.xml
HTTPSample05AsyncResponseAck.xml
HTTPSample10EitherRequest.xml
HTTPSample10EitherRequestAck.xml
HTTPSample10EitherResponse.xml
HTTPSample10EitherResponseAck.xml
HTTPSample11EitherResponse.xml
HTTPSample15NoneRequest.xml
HTTPSample15NoneRequestAck.xml
HTTPSample16NoneRequest.xml
HTTPSample16NoneRequestAck.xml
HTTPSample20ExtranetRe-direct.xml
HTTPSampleEmbeddedSignedMessage.xml
HTTP_MTG_Errata_ChangeRequests.html
HTTP_Message_Transmission_Guidelines.pdf
Message_Type.xsl Message_types.html
Message_types.xml
OrigoMessageHeader.xsd
HTTP v2.2 – Published on 20th August 2018
HTTPExampleRequest.xsd
HTTPExampleResponse.xsd
HTTPSample01SyncRequest.xml
HTTPSample01SyncResponse.xml
HTTPSample01SyncResponseFailure.xml
HTTPSample05AsyncRequest.xml
HTTPSample05AsyncRequestAck.xml
HTTPSample05AsyncRequestFailure.xml
HTTPSample05AsyncResponse.xml
HTTPSample05AsyncResponseAck.xml
HTTPSample10EitherRequest.xml
HTTPSample10EitherRequestAck.xml
HTTPSample10EitherResponse.xml
HTTPSample10EitherResponseAck.xml
HTTPSample11EitherResponse.xml
HTTPSample15NoneRequest.xml
HTTPSample15NoneRequestAck.xml
HTTPSample16NoneRequest.xml
HTTPSample16NoneRequestAck.xml
HTTPSample20ExtranetRe-direct.xml
HTTPSampleEmbeddedSignedMessage.xml
HTTP_MTG_v2.2_ChangeRequests.html
HTTP_Message_Transmission_Guidelines.pdf Message_Type.xsl
Message_types.html Message_types.xml
OrigoMessageHeader.xsd
xmldsig-core-schema.xsd
Quotes Bonds v3.8 Provisional Build 2 – Published on 20th August 2018
Intermediary_Quotes_MIG.pdf
QNBBondMIG.pdf
QNBINVESTMENTBONDQUOTEREQUEST.XSD
QNBINVESTMENTBONDQUOTEREQUESTMCONTENT.XSD
QNBINVESTMENTBONDQUOTERESPONSE.XSD
QNBINVESTMENTBONDQUOTERESPONSEMCONTENT.XSD
QuotesBonds_3.8Provisional_Build2.zip
QuotesBonds_v3.8Provisional_ChangeRequests.html
New Business Bonds v3.8 Provisional Build 2 – Published on 20th August 2018
Intermediary_NB_MIG.pdf
NBBonds_v3.8Provisional_ChangeRequests.html
NewBusinessBonds_3.8Provisional_Build2.zip
QNBBondMIG.pdf
QNBINVESTMENTBONDNEWBUSINESS.XSD Q
NBINVESTMENTBONDNEWBUSINESSMCONTENT.XSD
