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Standards Updates April 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 April 2017

Creative Technologies Ltd

360 Dot Net Ltd

PSG Update

The next PSG Meeting along with a Focus Session to discuss Retirement Income are scheduled to take place on 17th May 2017 at Origo's offices in Edinburgh.  All documentation for this meeting has been published to our website via the following link:-

http://standardsandgroups.origo.com/ourgroups/processandstandardsgroup(psg)/meetings/psg_2017_05_17.aspx?pn=psg_2017_05_17

Amongst other Agenda items, the PSG will be asked to assess the effectiveness of the Focus Session programme, and to react to emerging outcomes from the GDPR Impact Assessment.

Standards Update

Medical Underwriting Lists

Update:

Origo has issued a Waiver of Intellectual Property (IP) letter to organisations represented on the Annuity Providers Forum and the Underwriters Forum.  The set of completed letters will enable Origo to manage the Medical Underwriting Lists as part of the Standards Library.

Plans for May:

Process responses on the waiver of IP letters and once all are complete, start to manage the Medications List whilst obtaining a WHO ICD-10 licence to enable Origo to manage the Conditions List.

The next Underwriters Forum teleconference is scheduled for 5th July 2017.

Transport Layer Security Digital Signing Research

Update:

No activity has taken place this month.

Plans for May:

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 updated following the extended research into Contract Enquiry Light and was published to the Research Group on 19th April 2017.  A further teleconference call was held on 26th April to discuss the updates and recommendations and next steps were agreed.

Plans for May:

Publish the Final Version of the CDMCR PDR to the Research Group and the PSG.

A PSG Proposal is to be raised for a Bulk Valuations/CE Light Standards development for consideration by the PSG at their meeting on 17th May 2017.

General Data Protection Regulation Research

Update:

The initial draft of the GDPR Impact Assessment Report was published to the Research Group on 14th April 2017 and a teleconference call was arranged for 4th May 2017 to discuss it with the Group.

Plans for May:

Hold a teleconference call on 4th May to discuss the GDPR Impact Assessment Report with the Research Group and agree recommendations and next steps.

Discretionary Fund Managers Research

Update:

The DFM Research Group was established and a project kick-off call was held on 12th April 2017 when the ToR and PID were approved and signed off.  An Interview Brief and research questions set were also created.  DFM target organisations have been identified and approached to request their assistance.

Plans for May:

Commence a series of interview sessions with DFMs as part of the Information Gathering process and progress analysis.

Documents Issued in April 2017

Contract Data Market Context Review Problem Definition Report (updated) - Published on 19th April 2017

Contract Data Market Context Review Use Cases (updated) - Published on 19th April 2017

General Data Protection Regulation Impact Assessment Report - Published on 18th April 2017

Discretionary Fund Managers Research Group Terms of Reference - Published on 3rd April 2017

Discretionary Fund Managers Research Group Project Initiation Document - Published on 3rd April 2017

Retirement Income Focus Session - Published on 20th April 2017

 

Standards Delivered in April 2017

Flexible Integration Toolkit (FIT) v3.1 - Published on 14th April 2017

Adviser.pdf

Adviser.xsd

BankAccounts.pdf

BankAccounts.xsd

BusinessContacts.pdf

BusinessContacts.xsd

CashFlow.pdf

CashFlow.xsd

ContractsSummary.pdf

ContractsSummary.xsd

DocumentSet.pdf

DocumentSet.xsd

Employment.pdf

Employment.xsd

FIT_ID_IDREF_Relationships.jpg

FIT_v3.1_ChangeRequests.html

FlexibleIntegrationToolkitOverview.pdf

GenericData.pdf

GenericData.xsd

Illustration.pdf

Illustration.xsd

InvestmentStrategy.pdf

InvestmentStrategy.xsd

MaintainGenericData_Get_Request_01.xml

MaintainGenericData_Get_Request_02.xml

MaintainGenericData_Get_Request_02b.xml

MaintainGenericData_Get_Response_01.xml

MaintainGenericData_Get_Response_02.xml

MaintainGenericData_Get_Response_02b.xml

MaintainGenericData_Load_Request_01.xml

MaintainGenericData_Load_Request_02.xml

MaintainGenericData_Load_Response_01.xml

MaintainGenericData_Load_Response_02.xml

MoneyLaunderingCertificate.pdf

MoneyLaunderingCertificate.xsd

NewBusinessDetailsConfirmations.pdf

NewBusinessDetailsConfirmations.xsd

PatternGuidelines.pdf

Pattern_Names.html

Pattern_names.xml

PersonDetails.pdf

PersonDetails.xsd

PersonalFactFind.pdf

PersonalFactFind.xsd

PortfolioSummary.pdf

PortfolioSummary.xsd

ProcessingState.pdf

ProcessingState.xsd

ProductFeatures.pdf

ProductFeatures.xsd

ProductFeaturesAnnuity.pdf

ProductFeaturesAnnuity.xsd

ProductFeaturesBond.pdf

ProductFeaturesBond.xsd

ProductFeaturesCollectiveInvestment.pdf

ProductFeaturesCollectiveInvestment.xsd

ProductFeaturesDefinedBenefitPension.pdf

ProductFeaturesDefinedBenefitPension.xsd

ProductFeaturesDefinedContributionPension.pdf

ProductFeaturesDefinedContributionPension.xsd

ProductFeaturesEndowment.pdf

ProductFeaturesEndowment.xsd

ProductFeaturesEquityRelease.pdf

ProductFeaturesEquityRelease.xsd

ProductFeaturesLoan.pdf

ProductFeaturesLoan.xsd

ProductFeaturesMortgage.pdf

ProductFeaturesMortgage.xsd

ProductFeaturesPrivateMedicalInsurance.pdf

ProductFeaturesPrivateMedicalInsurance.xsd

ProductFeaturesProtection.pdf

ProductFeaturesProtection.xsd

ProductFeaturesSavingsAndISAs.pdf

ProductFeaturesSavingsAndISAs.xsd

ProductFeaturesWholeOfLife.pdf

ProductFeaturesWholeOfLife.xsd

PropertyFeatures.pdf

PropertyFeatures.xsd

Remuneration.pdf

Remuneration.xsd

Response.pdf

Response.xsd

Sample_Scenarios.html

SamplesSequenceDiagramNB.jpg

SamplesSequenceDiagramQuotes.jpg

Maintain Generic Data v2.2 - Published on 14th April 2017

GenericData.xsd

GetGenericDataRequestMTG.xsd

GetGenericDataResponseMTG.xsd

LoadGenericDataRequestMTG.xsd

LoadGenericDataResponseMTG.xsd

MaintainGenericDataGetRequest.pdf

MaintainGenericDataGetResponse.pdf

MaintainGenericDataLoadRequest.pdf

MaintainGenericDataLoadResponse.pdf

MaintainGenericData_v2.2_ChangeRequests.html

OrigoMessageHeader.xsd

Pattern_Names.html

Pattern_names.xml

Response.xsd

xmldsig-core-schema.xsd

Maintain Personal Fact Find v3.1 - Published on 14th April 2017

GetPersonalFactFindRequestMTG.xsd

GetPersonalFactFindResponseMTG.xsd

LoadPersonalFactFindRequestMTG.xsd

LoadPersonalFactFindResponseMTG.xsd

MaintainPersonalFactFindGetRequest.pdf

MaintainPersonalFactFindGetResponse.pdf

MaintainPersonalFactFindLoadRequest.pdf

MaintainPersonalFactFindLoadResponse.pdf

MaintainPersonalFactFind_v3.1_ChangeRequests.html

OrigoMessageHeader.xsd

Response.xsd

xmldsig-core-schema.xsd

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