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Standards Updates February 2016

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 February 2016

Keychange Consulting Ltd

Valentine Smith Ltd

Synaptic Software Ltd

Financial Express (Holdings) Ltd

PSG Update

The first PSG Meeting of 2016 took place at etc.venues Fenchurch Street in London on 24th February 2016.

Key topics covered included meeting demand for change to Contract Enquiry Standards for Bonds and Collective Investments; the timeline for delivery of New Business Details Confirmation Standards; and options for improving engagement with Standards governance stakeholders.

All documentation, including Minutes, is available to download from our website via the following link:-

http://origoservices.com/OurGroups/ProcessandStandardsGroup(PSG)/Meetings/PSG_2016_02_24.aspx

 

Standards Update

Contract Enquiry Pensions and Wraps

Update:

These Standards, including example messages, have been published as Final.

Plans for March:

No further work is anticipated.

Evidence of Customer Agreement

Update:

The Joint GP IT Committee of the BMA and RCGP agreed the wording of High Level Principles for the use of e-signatures in granting access to medical record information, and those Principles have now been published by the ABI.

Plans for March:

No further activity planned but Origo will update PSG and the Working Group if anything material occurs.

Investment Switch and Redirect Notification

Update:

The project continues and after some initial analysis an early draft Business Requirements Document (BRD) with Process Diagrams, Use Cases and Examples has been published to the Working Group for review.

Plans for March:

Review the BRD with the Working Group and commence the detailed data analysis and data definitions to further refine the BRD.

Investment Switch and Redirect Instruction

Update:

Interview Briefs and a Questionnaire set have been developed for Back Office Software Suppliers and Product Providers to capture input around the instruction process.

Plans for March:

Publish the Interview Brief and arrange a series of one-to-one interview sessions with the Research Group and any other interested organisation representation on the PSG.

STEveN 2015

Update:

PSG agreed that no further activity is required in this area at present.

Plans for March:

None: project complete.

XAdES Proof of Concept

Update:

The Proof of Concept Report was published to the OTG.

Plans for March:

Following review by the OTG, the Proof of Concept Report will be published to the PSG and any follow on actions agreed.

Change Management Pilot

Update:

PSG asked that currently outstanding changes against Contract Enquiry Standards for Bonds and Collective Investments, and the Message Transmission Guidelines, be co-opted into the Pilot, partly to help meet demand for such change, but also to ensure that pilot throughput is maintained.

Plans for March:

Progress these changes towards publication in Provisional Standards.

New Business Details Confirmation

Update:

The Candidate Design has been completed containing a recommendation as to the technical solution option.  The BRD was signed off by the Working Group.  Following a review of Industry appetite for this project, the PSG agreed with the decision by the Working Group to continue to develop Draft A Standards.

Plans for March:

The Candidate Design will be issued to the Working Group for agreement and the Draft A Standards development stage will commence.

Documents Issued in February 2016

Investment Switch and Redirect Notification Terms of Reference (updated) - Published on 17th February 2016

Investment Switch and Redirect Notification Project Initiation Document (updated) - Published on 17th February 2016

Investment Switch and Redirect Notification Scope Points for Consideration (updated) - Published on 17th February 2016

Investment Switch and Redirect Instruction Terms of Reference - Published on 9th February 2016

Investment Switch and Redirect Instruction Project Initiation Document - Published on 9th February 2016

 

Standards Delivered in February 2016

Contract Enquiry Single Pensions v2.3 - Published on 29th February 2016

CEPensionSingleContractDetailResponse.xsd

CEPensionSingleContractDetailsResponseExample.xml

CEPensionSingleContractReferenceResponse.xsd

CEPensionSingleContractReferenceResponseExample.xml

CEPensionSingleContractRequest.xsd

CEPensionSingleContractRequestExample.xml

CE_BusinessErrors.doc

CE_BusinessErrors.pdf

CE_PensionSingleContractDetailResponse.pdf

CE_PensionSingleContractReferenceResponse.pdf

CE_PensionSingleContractRequest.pdf

CE_SinglePensions_ChangeRequestsImplemented.html

GuaranteedProducts_InvestmentStrategy.docx

GuaranteedProducts_InvestmentStrategy.pdf

MetLife_Analysis_CR1100.docx

MetLife_Analysis_CR1100.pdf

OrigoMessageHeader.xsd

SIPP_IDPR_Business_Requirements.doc

SIPP_IDPR_Business_Requirements.pdf

SIPP_IDPR_Design_Recommendations.doc

SIPP_IDPR_Design_Recommendations.pdf

xmldsig-core-schema.xsd

Contract Enquiry Multi Pensions v2.3 - Published on 29th February 2016

CEPensionMultiContractAcknowledgement.xsd

CEPensionMultiContractDetailResponse.xsd

CEPensionMultiContractReferenceResponse.xsd

CEPensionMultiContractRequest.xsd

CE_BusinessErrors.doc

CE_BusinessErrors.pdf

CE_MultiPensions_ChangeRequestsImplemented.html

CE_PensionMultiContractAcknowledgement.pdf

CE_PensionMultiContractDetailResponse.pdf

CE_PensionMultiContractReferenceResponse.pdf

CE_PensionMultiContractRequest.pdf

GuaranteedProducts_InvestmentStrategy.docx

GuaranteedProducts_InvestmentStrategy.pdf

MetLife_Analysis_CR1100.docx

MetLife_Analysis_CR1100.pdf

OrigoMessageHeader.xsd

SIPP_IDPR_Business_Requirements.doc

SIPP_IDPR_Business_Requirements.pdf

SIPP_IDPR_Design_Recommendations.doc

SIPP_IDPR_Design_Recommendations.pdf

xmldsig-core-schema.xsd

Provide Contract Valuation v1.2 - Published on 29th February 2016

CE_MultiWrap_Valuations_Business_Requirements.docx

CE_MultiWrap_Valuations_Business_Requirements.pdf

CE_SingleWrap_Valuations_Business_Requirements.docx

CE_SingleWrap_Valuations_Business_Requirements.pdf

GetMultiWrapValuationRequest_Sample1.xml

GetMultiWrapValuationResponse_Sample1.xml

GetMultiWrapValuationResponse_Sample2.xml

GetMultiWrapValuationResponse_Sample3.xml

GetWrapValuationMTGRequest.xsd

GetWrapValuationMTGResponse.xsd

GetWrapValuationRequest.pdf

GetWrapValuationRequest_Sample1.xml

GetWrapValuationRequest_Sample2.xml

GetWrapValuationResponse.pdf

GetWrapValuationResponse_Sample1.xml

GetWrapValuationResponse_Sample2.xml

MultiWrapProcessDesign.docx

MultiWrapProcessDesign.pdf

OrigoMessageHeader.xsd

ProvideContractValuationGetMultiWrapRequest.pdf

ProvideContractValuationGetMultiWrapRequestMTG.xsd

ProvideContractValuationGetMultiWrapResponse.pdf

ProvideContractValuationGetMultiWrapResponseMTG.xsd

ProvideContractValuationReceiveMultiWrapRequest.pdf

ProvideContractValuationReceiveMultiWrapRequestMTG.xsd

ProvideContractValuationReceiveMultiWrapResponse.pdf

ProvideContractValuationReceiveMultiWrapResponseMTG.xsd

ProvideContractValuationRetrieveMultiWrapRequest.pdf

ProvideContractValuationRetrieveMultiWrapRequestMTG.xsd

ProvideContractValuationRetrieveMultiWrapResponse.pdf

ProvideContractValuationRetrieveMultiWrapResponseMTG.xsd

ProvideContractValuationTypes.xsd

ProvideContractValuations_ChangeRequestsImplemented.html

ReceiveMultiWrapValuationRequest_Sample1.xml

ReceiveMultiWrapValuationResponse_Sample1.xml

ReceiveWrapValuationMTGRequest.xsd

ReceiveWrapValuationMTGResponse.xsd

ReceiveWrapValuationRequest.pdf

ReceiveWrapValuationRequest_Sample1.xml

ReceiveWrapValuationResponse.pdf

ReceiveWrapValuationResponse_Sample1.xml

RetrieveMultiWrapValuationRequest_Sample1.xml

RetrieveMultiWrapValuationRequest_Sample2.xml

RetrieveMultiWrapValuationResponse_Sample1.xml

RetrieveMultiWrapValuationResponse_Sample2.xml

RetrieveWrapValuationMTGRequest.xsd

RetrieveWrapValuationMTGResponse.xsd

RetrieveWrapValuationRequest.pdf

RetrieveWrapValuationRequest_Sample1.xml

RetrieveWrapValuationResponse.pdf

RetrieveWrapValuationResponse_Sample1.xml

SingleWrapCandidateDesign.docx

SingleWrapCandidateDesign.pdf

WrapValuationSample_DIMUseCase1a.xml

WrapValuationSample_DIMUseCase2a.xml

WrapValuationSample_DIMUseCase3a.xml

WrapValuationSample_DIMUseCase4a.xml

WrapValuationSample_DIMUseCase5a.xml

assertions.zip

xmldsig-core-schema.xsd
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