Cookies are small text files held on your computer. They allow us to give you the best browsing experience possible and mean we can understand
how you use our site. Some cookies may have already been set. You can delete and block cookies but parts of our site won't work without them. more cookie details

Standards Updates March 2017

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 March 2017

Coutts & Co

BBT Group Ltd

PSG Update

The last PSG Meeting was held at etc.venues Fenchurch Street in London on 21st February 2017.  All documentation relating to this meeting, including the PSG Focus Session on Investment Business, can be downloaded via the following link on our website:-

http://standardsandgroups.origo.com/ourgroups/processandstandardsgroup(psg)/meetings/psg_2017_02_21.aspx?pn=psg_2017_02_21

The next PSG Meeting is scheduled to take place on 17th May 2017 at Origo's offices in Edinburgh.

Standards Update

Medical Underwriting Lists

Update:

Origo is progressing a waiver of Intellectual Property (IP) letter to be signed and returned prior to Origo managing either the Medical Conditions List or the Medications List (that make up the Medical Underwriting Lists).

Underwriters Forum teleconferences were held on 1st and 29th March.

The Medications List has been finalised by the Underwriters Forum.

Plans for April:

Origo will issue a waiver of IP letter to members of the Annuity Provider Forum and the Underwriters Forum.  Once returned, Origo can take ownership of the Medical Underwriting Lists (including taking out a licence for the WHO ICD-10 Codes which form part of the Medical Conditions List).

The next Underwriters Forum teleconference is scheduled for 5th July.

ISA Impact Assessment Research

Update:

No activity has taken place this month.

Plans for April:

A Change Request has been raised to support the introduction of the Lifetime ISA (LISA) into Origo Standards.  Timescales for implementing any LISA changes are dependent on final regulations and the market response.  So far no urgent demand for such implementation has been identified.

Transport Layer Security Digital Signing Research

Update:

No activity has taken place this month.

Future Plans:

Origo is to update the Origo Security Solution Guidelines to document that the TLSDS Research project has proved that there is no alternative to using XAdES for eIDAS compliance.  This is low priority and will be carried out as soon as resource is available.  Apart from this, no further activity is planned on this project.

Contract Data Market Context Review Research

Update:

The CDMCR Research Problem Definition Report (PDR) was published to the Research Group and a teleconference call was held on 16th March 2017 to discuss the report.  It was agreed that the CDMCR Research should be extended to examine the Contract Enquiry Light Solution Option in more detail and to update the Problem Definition Report as a result.

Plans for April:

Complete the additional research, update the PDR and organise a further teleconference call to discuss with the Research Group.

General Data Protection Regulation Research

Update:

The GDPR Research Group kick-off meeting was held on 9th March 2017 where the Terms of Reference was agreed and analysis activities commenced.

Plans for April:

The initial draft of the GDPR Impact Assessment Report will be published and a teleconference arranged to discuss with the Research Group and agree recommendations and next steps.

Discretionary Fund Managers Research

Update:

The project is in its initiation phase with the Terms of Reference, Project Initiation Document and project logs being drawn up.

Plans for April:

Origo will invite PSG Members to form a Research Group, a kick-off meeting will then be held to agree the Terms of Reference and research activities will commence.

Documents Issued in March 2017

Contract Data Market Context Review Research Group Use Cases - Published on 9th March 2017

Contract Data Market Context Review Research Problem Definition Report - Published on 9th March 2017

General Data Protection Regulation Research Group Terms of Reference - Updated version published on 13th March 2017

General Data Protection Regulation Research Group Project Initiation Document - Updated version published on 13th March 2017

Platforms and Investment Focus Session - Updated version published on 10th March 2017

Origo Technical Group Decisions Log - Published on 21st March 2017

Origo Technical Group API Overview - Published on 21st March 2017

Origo Technical Group - Proposed Extensions Examples - Published on 27th March 2017.

Standards Delivered in March 2017

Legal Framework v3.0 - Published on 1st March 2017

Legal_Framework_Briefing_Paper.pdf

Contract Enquiry Bond v2.2 Provisional - Published on 3rd March 2017

CEBondMultiContractAcknowledgement.xsd

CEBondMultiContractDetailResponse.xsd

CEBondMultiContractReferenceResponse.xsd

CEBondMultiContractRequest.xsd

CEBondSingleContractDetailResponse.xsd

CEBondSingleContractReferenceResponse.xsd

CEBondSingleContractRequest.xsd

CE_BondMultiContractDetailsMIG.pdf

CE_BondMultiContractReferencesMIG.pdf

CE_BondSingleContractDetailsMIG.pdf

CE_BondSingleContractReferencesMIG.pdf

CE_Bonds_v2.2Provisional_ChangeRequests.html

CE_BusinessErrors.pdf

ContractEnquiryBondsValuation_2.2Provisional_Build_2.zip

MetLife_Analysis_CR1100.pdf

OrigoMessageHeader.xsd

xmldsig-core-schema.xsd

Contract Enquiry Collective Investments v1.2.1 - Published on 7th March 2017

CECIV.wsdl

CECIVReconciliationRequest.XSD

CECIVReconciliationRequestMCONTENT.XSD

CECIVReconciliationResponse.XSD

CECIVReconciliationResponseMCONTENT.XSD

CECIVReconciliationSOAPRequest.XSD

CECIVReconciliationSOAPResponse.XSD

CECIVValuationRequest.XSD

CECIVValuationRequestMCONTENT.XSD

CECIVValuationResponse.XSD

CECIVValuationResponseMCONTENT.XSD

CECIVValuationSOAPRequest.XSD

CECIVValuationSOAPResponse.XSD

CE_BusinessErrors.pdf

CE_CIV_ChangeRequestsAwaitingRelease.html

CE_CIV_Reconciliation_Business_Content.pdf

CE_CIV_Reconciliation_MIG.pdf

CE_CIV_Valuation_Business_Content.pdf

CE_CIV_Valuation_MIG.pdf

CE_DataSynchronisationGuidance.pdf

CE_EstablishingNewTradingPartners.pdf

CE_ImlementationProcessModels.pdf

CE_OperationalGuidelines(RealTimeValuations).pdf

CE_SecurityRequirement.pdf

CE_StandardOverview.pdf

CE_TechnicalImplementationGuidelines.pdf

CE_TestingStrategy.pdf

CE_UseOfProjectionAssumptions.pdf

LegislativeErrataRelease2008-03.html

ORIGODATATYPELIBRARY.XSD

OrigoMessageHeader.xsd

ReleaseNotes.htm

SOAPSchemasWSDL.zip

xmldsig-core-schema.xsd

Remote Publishing v3.1 Provisional - Published on 15th March 2017

OrigoMessageHeader.xsd

RPAlert.xsd

RPContent.xsd

RPStatus.xsd

Remote_Publishing_Def.pdf

Remote_Publishing_Req.pdf

Remote_Publishing_v3.1_Provisional_ChangeRequests.html

xmldsig-core-schema.xsd

HTTP v2.2 Provisional - Published on 31st March 2017

HTTPExampleRequest.xsd

HTTPExampleResponse.xsd

HTTPMessageTransmission_2.2Provisional_Build_1.zip

HTTPMessageTransmission_2.2Provisional_Build_2.zip

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_v2.2Provisional_ChangeRequests.html

HTTP_Message_Transmission_Guidelines.pdf

Message_Type.xsl

Message_types.html

Message_types.xml

OrigoMessageHeader.xsd

xmldsig-core-schema.xsd

Read the latest news