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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

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