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Maintain Personal Fact Find

Origo is piloting a revised Change Management approach against this Standard, with the aim of delivering change more responsively. For more details, please see Standards News.

The Maintain Personal Fact Find Standard has been designed as an FBS ( Foundation Business Services) based standard allowing details of fact find information gathered for an individual by an Adviser for sales purposes to be moved between systems.

The Origo Schema Patterns were initially designed for the pre-population and re-population of a business process. In general the schema patterns can be used to:
• Provide building blocks for electronic business services;
• Ensure the security, accuracy and integrity of data passed between systems;
• Provide integration capabilities between the various applications used within the industry;
• Help advisers move pre-sales data between different systems, for example from a platform to a back-office system.

For more information on the Origo Schema Patterns see The Flexible Integration Toolkit

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Documents

This is version 3.2 Provisional (21/09/2018) of the Maintain Personal Fact Find Standard.

Details of the Change Requests applied in creating this version can be found here.

File
Size
Description: Definition Schema for the 'm_control' section as defined in the HTTP Message Transmission Guidelines.
MaintainPersonalFactFindLoadResponse.pdf
393 KB
Description: MIG
MaintainPersonalFactFindLoadRequest.pdf
439 KB
Description: MIG
MaintainPersonalFactFindGetResponse.pdf
452 KB
Description: MIG
MaintainPersonalFactFindGetRequest.pdf
388 KB
Description: MIG
LoadPersonalFactFindResponseMTG.xsd
2 KB
Description: MTG schemas
LoadPersonalFactFindRequestMTG.xsd
3 KB
Description: MTG schemas
GetPersonalFactFindResponseMTG.xsd
4 KB
Description: MTG schemas
GetPersonalFactFindRequestMTG.xsd
4 KB
Description: MTG schemas
xmldsig-core-schema.xsd
10 KB
Description: W3C XML Digital Signature Schema
MaintainPersonalFactFind_v3.2_Provisional_ChangeRequests.html
6 KB
Description: v3.2 Provisional report
Other Versions
Versions
Description
Maintain Personal Fact Find
Maintain Personal Fact Find
Maintain Personal Fact Find
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