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Standards Update September 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.

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 final meeting of 2018 for the Process & Standards Group will be held on 7th November in London. Minutes from their last meeting on 22nd August are available on the Origo Standards website via the following link:

https://standardsandgroups.origo.com/OurGroups/ProcessandStandardsGroup(PSG)/Meetings/PSG_2018_08_22.aspx

Future Milestones

Meeting on 7th November 2018 in London.

Standards Development

Bulk Valuations Standards

Creating Standards to support Bulk Valuations communications.

Start-End (Forecast)

December 2017 - September 2018

Progress this Month

The Final Bulk Valuations Standards were published to the Origo Standards website. No demand for a Bulk Valuations Implementation Group has been identified.

Future Milestones

Sept 18 : Project complete: no further action required.

Bulk Transaction History

Development Project to help improve the communication of Transaction History information to support Advisers in being able to provide clients with an up to date view of transactions via their Client Portal, whilst ensuring that it would not have a negative impact on the Product Provider’s core systems (i.e. is scalable).

Start-End (Forecast)

October 2018 - March 2019

Progress this Month

Establishing the project Working Group and completing project initiation activity.

Future Milestones

Oct 18 : Commence analysis by issuing a questionnaire and hold 1-1 calls to gather initial information.

Standards Research

Group Risk Research

Research Project to understand the demand for Standards Development in this area and to identify processes that could benefit from their development.

Start-End (Forecast)

September 2018 - November 2019

Progress this Month

Establishing the project Working Group and completing project initiation activity.

Future Milestones

Oct 18 : Commence analysis by issuing a questionnaire and hold 1-1 calls to gather initial information.

Documents Issued in September 2018

Blockchain Case Study Research Group – Use Case Update – Published on 11th September 2018

Group Risk Research Group – Terms of Reference – Published on 18th September 2018

Standards Published in September 2018

Maintain Personal Fact Find v3.2 Provisional – Published on 25th September 2018

GetPersonalFactFindRequestMTG.xsd

GetPersonalFactFindResponseMTG.xsd

LoadPersonalFactFindRequestMTG.xsd

LoadPersonalFactFindResponseMTG.xsd

MaintainPersonalFactFindGetRequest.pdf

MaintainPersonalFactFindGetResponse.pdf

MaintainPersonalFactFindLoadRequest.pdf

MaintainPersonalFactFindLoadResponse.pdf

MaintainPersonalFactFind_v3.2_Provisional_ChangeRequests.html

OrigoMessageHeader.xsd

xmldsig-core-schema.xsd

HTTP Message Transmission Guidelines v1.3 – Published on 27th September 2018

Message_types.html

Message_types.xml

PrISRN v1.1 Provisional – Published on 19th September 2018

ProvideISRNList_v1.1_Provisional_ChangeRequests.html

ProvideISRNListGetRedirectRequest.xsd

ProvideISRNListGetRedirectResponse.xsd

ProvideISRNListGetSwitchRequest.xsd

ProvideISRNListGetSwitchResponse.xsd

InvestmentRedirectNotifications.xsd

InvestmentSwitchNotifications.xsd

ProvideISRNListGetRedirectRequest.pdf

ProvideISRNListGetRedirectResponse.pdf

ProvideISRNListGetSwitchRequest.pdf

ProvideISRNListGetSwitchResponse.pdf

OrigoMessageHeader.xsd

Response.xsd

xmldsig-core-schema.xsd

New Business Annuities v2.3 Provisional – Published on 20th September 2018

NewBusinessAnnuities_v2.3Provisional_ChangeRequests.html

NewBusinessPensionAnnuity.pdf

NewBusinessPurchasedLifeAnnuity.pdf

QNBPensionAnnuityNewBusiness.xsd

QNBPensionAnnuityNewBusinessMContent.xsd

QNBPurchasedLifeAnnuityNewBusiness.xsd

QNBPurchasedLifeAnnuityNewBusinessMContent.xsd

Contract Enquiry Transaction History Bonds v2.3 – Published on 18th September 2018

CEBondSingleContractTxnHistoryResponse.xsd

CESingleContractTxnHistoryRequest.xsd

CETxnHistoryDesignRationale.pdf

CE_BondSingleContractTxnHistoryResponse.pdf

CE_SingleContractTxnHistoryRequest.pdf

CE_Transaction_History_Business_Content.pdf

CE_Transaction_History_RDR.pdf

CE_TxnHistoryBond_v2.3_ChangeRequests.html

Complete_Contract_History_ResponseExample_Bond.xml

Complete_Message_RequestExample.xml

Contract_Enquiry_Transaction_History_Standard_Business_Errors.pdf

Transaction_History_Business_Requirements.pdf

UCTH001_ScenarioA_RequestExample_Bond.xml

UCTH001_ScenarioA_ResponseExample_Bond.xml

UCTH001_ScenarioG_RequestExample_Bond.xml

UCTH001_ScenarioG_ResponseExample_Bond.xml

OrigoMessageHeader.xsd

xmldsig-core-schema.xsd

Contract Enquiry Transaction History Whole of Life v2.3 – Published on 18th September 2018

CESingleContractTxnHistoryRequest.xsd

CETxnHistoryDesignRationale.pdf

CEWOLSingleContractTxnHistoryResponse.xsd

CE_SingleContractTxnHistoryRequest.pdf

CE_Transaction_History_Business_Content.pdf

CE_Transaction_History_RDR.pdf

CE_TxnHistoryWOL_v2.3_ChangeRequests.html

CE_WOLSingleContractTxnHistoryResponse.pdf

Complete_Message_RequestExample.xml

Contract_Enquiry_Transaction_History_Standard_Business_Errors.pdf

Transaction_History_Business_Requirements.pdf

UCTH002_ScenarioK_RequestExample_WOL.xml

UCTH002_ScenarioK_ResponseExample_WOL.xml

OrigoMessageHeader.xsd

xmldsig-core-schema.xsd

Contract Enquiry Transaction History Pensions v2.3 – Published on 18th September 2018

CEPensionSingleContractTxnHistoryResponse.xsd

CESingleContractTxnHistoryRequest.xsd

CETxnHistoryDesignRationale.pdf

CE_SingleContractTxnHistoryRequest.pdf

CE_Transaction_History_Business_Content.pdf

CE_Transaction_History_RDR.pdf

CE_TxnHistoryPension_v2.3_ChangeRequests.html

Complete_Message_RequestExample.xml

Complete_Pensions_Example_Including_SIPP_IDPR.xml

Contract_Enquiry_Transaction_History_Standard_Business_Errors.pdf

Transaction_History_Business_Requirements.pdf

UCTH001_ScenarioD_RequestExample_Pension.xml

UCTH001_ScenarioD_ResponseExample_Pension.xml

UCTH001_ScenarioH_RequestExample_Pension.xml

UCTH001_ScenarioH_ResponseExample_Pension.xml

UCTH002_ScenarioC_RequestExample_Pension.xml

UCTH002_ScenarioC_ResponseExample_Pension.xml

OrigoMessageHeader.xsd

xmldsig-core-schema.xsd

Contract Enquiry Transaction History Endowment v2.3 – Published on 18th September 2018

CEEndowmentSingleContractTxnHistoryResponse.xsd

CESingleContractTxnHistoryRequest.xsd

CETxnHistoryDesignRationale.pdf

CE_EndowmentSingleContractTxnHistoryResponse.pdf

CE_SingleContractTxnHistoryRequest.pdf

CE_Transaction_History_Business_Content.pdf

CE_Transaction_History_RDR.pdf

CE_TxnHistoryEndowment_v2.3_ChangeRequests.html

Complete_Message_RequestExample.xml

Contract_Enquiry_Transaction_History_Standard_Business_Errors.pdf

Transaction_History_Business_Requirements.pdf

UCTH002_ScenarioL_RequestExample_Endowment.xml

UCTH002_ScenarioL_ResponseExample_Endowment.xml

OrigoMessageHeader.xsd

xmldsig-core-schema.xsd

Quotes Annuities v3.10 Provisional – Published on 19th September 2018

AnnuityComparatorResponse.pdf

QNBPENSIONANNUITYQUOTECOMPARATORRESPONSE.XSD

QNBPENSIONANNUITYQUOTECOMPARATORRESPONSEMCONTENT.XSD

QNBPENSIONANNUITYQUOTEREQUEST.XSD

QNBPENSIONANNUITYQUOTEREQUESTMCONTENT.XSD

QNBPENSIONANNUITYQUOTERESPONSE.XSD

QNBPENSIONANNUITYQUOTERESPONSEMCONTENT.XSD

QNBPURCHASEDLIFEANNUITYQUOTEREQUEST.XSD

QNBPURCHASEDLIFEANNUITYQUOTEREQUESTMCONTENT.XSD

QNBPURCHASEDLIFEANNUITYQUOTERESPONSE.XSD

QNBPURCHASEDLIFEANNUITYQUOTERESPONSEMCONTENT.XSD

QuotesAnnuitiesMIG.pdf

QuotesAnnuities_v3.10_Provisional_ChangeRequests.html

Intermediary_Quotes_MIG.pdf

EnhancedAnnuitiesQuotesMIG.pdf

HTTP Message Transmission Guidelines v2.0 – Published on 27th September 2018

Message_types.html

Message_types.xml

HTTP Message Transmission Guidelines v2.1 – Published on 27th September 2018

Message_types.html

Message_types.xml

HTTP Message Transmission Guidelines v2.2 – Published on 27th September 2018

Message_types.html

Message_types.xml

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