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Glossary

Data Download
A popular eService. The method by which most Product Providers transfer policy information to intermediaries. Usually transferred in a .CSV file format. Microsoft Excel can read .CSV files and can be used to display Data Download information.
Declaration Approach

Process of submitting new business using a combination of signed Declaration and electronic message.

Defined Benefit (DB)
Also known as Final Salary. A percentage (often 1/60) of salary (as defined) times years of service that count towards pension.
Defined Contribution (DC)
Also known as Money Purchase. Can be a company or personal pension where future income is based on the value of fund at retirement, rather than a set guaranteed income.
Document Personalisation

An Origo Standard that facilitates personalisation of Product Provider literature with Adviser details.

Domain Model

A Domain Model is used to record all the data included in a particular set of processes e.g. Quotes/New Business. The Domain Models contain class diagrams and data definitions and are used to specify how the physical messages will be structured.

Download
Transferring a copy of a file from another computer system or from the internet to your own computer. Providers application forms and literature are often capable of being downloaded from Extranets, Portals and other online services, usually in PDF format.