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Standards Updates February 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.

New Standards Holders in February 2018

M9 Group

Wealth Wizards Advisers Ltd

Sapiens UK Ltd

Sthira Consulting Ltd

SJP Client Services

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 Process & Standards Group held its first meeting of 2018 at Just's offices in Reigate.  The Group discussed early experiences of working under MiFID II (which came into force in January), deciding to schedule more detailed research to begin in Q2 2018.  Agenda and input papers can be found via the following link:

http://standardsandgroups.origo.com/OurGroups/ProcessandStandardsGroup(PSG)/Meetings/PSG_2018_02_07.aspx

along with full Minutes.

Future Milestones

Meeting on 16th May 2018 in Edinburgh

Meeting on 22nd August 2018 by Conference Call

Meeting on 7th November 2018 in London

Standards Development

Medical Underwriting Lists (MULs)

Collaboration with Annuity Provider and Underwriters Forums to adopt the MULs into the Origo Standards Library, providing a route to resolving industry under-licensing of WHO IP.

Start-End (Forecast)

January 2017 - March 2018

Progress this Month

Legal & General returned their Waiver of IP letter and dialogue with Prudential suggests their letter will be returned shortly. This leaves 3 organisations with letters outstanding. Continue to pursue outstanding letters from Canada Life/Retirement Advantage and Hannover Re.

Future Milestones

Mar 18 : Pursue remaining Waiver of IP letters, currently low impact activity for Criterion.

Bulk Valuation Standards

Creating Standards to support Bulk Valuations communications.

Start-End (Forecast)

December 2017 - June 2018

Progress this Month

A teleconference was held to discuss Use Cases. Revised Use Cases and the initial Business Requirements Document were issued to the Working Group for review.

Future Milestones

Mar 18 : Agree business requirements with the Working Group and begin technical design.

Apr – May 18 : Complete technical design work and delivery of Standards materials, including Schemas, Message Implementation Guidelines and Examples.

Annuity Comparator Response

Deliver a Standards-based approach to the delivery of comparison outcomes by Market Data Providers to Product Providers for use in New Business Quotes.

Start-End (Forecast)

December 2017 - February 2018

Progress this Month

Draft Final Standards were published to the Origo Standards website.

Future Milestones

Apr 18 : Publish Final Standards once the consultation period has ended (end of March).

Legal Framework for GDPR Implementation

Provide a forum for discussing the implementation of GDPR compliant Legal Framework agreements.

Start-End (Forecast)

March 2018 - May 2018

Progress this Month

Implementation Group established, and the project Terms of Reference agreed with the Proposer and Seconder.

Future Milestones

Mar 18 : Hold an initial teleconference to discuss implementation experience.

Documents Issued in February 2018

Annuity Comparator Response Business Requirements Document – Updated document issued on 1st February 2018

Annuity Comparator Response Candidate Design – Updated document issued on 1st February 2018

Annuity Comparator Response End Stage Report – Issued on 23rd February 2018

Standards Delivered in February 2018

Quotes Annuities v3.9 Draft A – Published on 7th February 2018

AnnuityComparatorResponse.pdf

AnnuityComparatorResponse_1.xml

AnnuityComparatorResponse_10.xml

AnnuityComparatorResponse_11.xml

AnnuityComparatorResponse_12.xml

AnnuityComparatorResponse_14.xml

AnnuityComparatorResponse_15.xml

AnnuityComparatorResponse_16.xml

AnnuityComparatorResponse_17.xml

AnnuityComparatorResponse_18.xml

AnnuityComparatorResponse_19.xml

AnnuityComparatorResponse_2.xml

AnnuityComparatorResponse_20.xml

AnnuityComparatorResponse_21.xml

AnnuityComparatorResponse_22.xml

AnnuityComparatorResponse_23.xml

AnnuityComparatorResponse_3.xml

AnnuityComparatorResponse_4.xml

AnnuityComparatorResponse_5.xml

AnnuityComparatorResponse_6.xml

AnnuityComparatorResponse_7.xml

AnnuityComparatorResponse_8.xml

AnnuityComparatorResponse_9.xml

Business_Requirements_Document.pdf

Candidate_Design.pdf

QNBPENSIONANNUITYQUOTECOMPARATORRESPONSE.XSD

QNBPENSIONANNUITYQUOTECOMPARATORRESPONSEMCONTENT.XSD

SampleList.pdf Samples.zip

Quotes Annuities v3.9 Draft Final – Published on 21st February 2018

AnnuityComparatorResponse.pdf

AnnuityComparatorResponseBusinessRequirementsDocument.pdf

AnnuityComparatorResponse_1.xml

AnnuityComparatorResponse_10.xml

AnnuityComparatorResponse_11.xml

AnnuityComparatorResponse_12.xml

AnnuityComparatorResponse_14.xml

AnnuityComparatorResponse_15.xml

AnnuityComparatorResponse_16.xml

AnnuityComparatorResponse_17.xml

AnnuityComparatorResponse_18.xml

AnnuityComparatorResponse_19.xml

AnnuityComparatorResponse_2.xml

AnnuityComparatorResponse_20.xml

AnnuityComparatorResponse_21.xml

AnnuityComparatorResponse_22.xml

AnnuityComparatorResponse_23.xml

AnnuityComparatorResponse_3.xml

AnnuityComparatorResponse_4.xml

AnnuityComparatorResponse_5.xml

AnnuityComparatorResponse_6.xml

AnnuityComparatorResponse_7.xml

AnnuityComparatorResponse_8.xml

AnnuityComparatorResponse_9.xml

Candidate_Design.pdf

QNBPENSIONANNUITYQUOTECOMPARATORRESPONSE.XSD

QNBPENSIONANNUITYQUOTECOMPARATORRESPONSEMCONTENT.XSD

SampleList.pdf Samples.zip

HTTP v2.1 – Published on 28th February 2018

HTTPExampleRequest.xsd

HTTPExampleResponse.xsd

HTTPSample01SyncRequest.xml

HTTPSample01SyncResponse.xml

HTTPSample01SyncResponseFailure.xml

HTTPSample05AsyncRequest.xml

HTTPSample05AsyncRequestAck.xml

HTTPSample05AsyncRequestFailure.xml

HTTPSample05AsyncResponse.xml

HTTPSample05AsyncResponseAck.xml

HTTPSample10EitherRequest.xml

HTTPSample10EitherRequestAck.xml

HTTPSample10EitherResponse.xml

HTTPSample10EitherResponseAck.xml

HTTPSample11EitherResponse.xml

HTTPSample15NoneRequest.xml

HTTPSample15NoneRequestAck.xml

HTTPSample16NoneRequest.xml

HTTPSample16NoneRequestAck.xml

HTTPSample20ExtranetRe-direct.xml

HTTPSampleEmbeddedSignedMessage.xml

HTTP_MTG_Errata_ChangeRequests.html

HTTP_Message_Transmission_Guidelines.pdf

Message_Type.xsl

Message_types.html

Message_types.xml

OrigoMessageHeader.xsd

HTTP v2.2 Provisional – Published on 28th February 2018

HTTPExampleRequest.xsd

HTTPExampleResponse.xsd

HTTPMessageTransmission_2.2Provisional_Build_1.zip

HTTPMessageTransmission_2.2Provisional_Build_2.zip

HTTPSample01SyncRequest.xml

HTTPSample01SyncResponse.xml

HTTPSample01SyncResponseFailure.xml

HTTPSample05AsyncRequest.xml

HTTPSample05AsyncRequestAck.xml

HTTPSample05AsyncRequestFailure.xml

HTTPSample05AsyncResponse.xml

HTTPSample05AsyncResponseAck.xml

HTTPSample10EitherRequest.xml

HTTPSample10EitherRequestAck.xml

HTTPSample10EitherResponse.xml

HTTPSample10EitherResponseAck.xml

HTTPSample11EitherResponse.xml

HTTPSample15NoneRequest.xml

HTTPSample15NoneRequestAck.xml

HTTPSample16NoneRequest.xml

HTTPSample16NoneRequestAck.xml

HTTPSample20ExtranetRe-direct.xml

HTTPSampleEmbeddedSignedMessage.xml

HTTP_MTG_v2.2Provisional_ChangeRequests.html

HTTP_Message_Transmission_Guidelines.pdf

Message_Type.xsl Message_types.html

Message_types.xml OrigoMessageHeader.xsd

xmldsig-core-schema.xsd

Quotes Annuities v3.9 Provisional – Published on 28th February 2018

QNBAnnuitiesMIG.pdf

QNBPENSIONANNUITYQUOTEREQUEST.XSD

QNBPENSIONANNUITYQUOTEREQUESTMCONTENT.XSD

QNBPENSIONANNUITYQUOTERESPONSE.XSD

QNBPENSIONANNUITYQUOTERESPONSEMCONTENT.XSD

QuotesAnnuities_3.9Provisional_Build_2.zip

QuotesAnnuities_v3.9_Provisional_ChangeRequests.html

Remote Publishing v3.1 – Published on 28th February 2018

OrigoMessageHeader.xsd

RPAlert.xsd RPContent.xsd

RPSample01AlertAsyncRequest.xml

RPSample01AlertAsyncRequestAck.xml

RPSample01StatusAsyncResponse.xml

RPSample01StatusAsyncResponseAck.xml

RPSample01WebContent.xml

RPSample02AlertAsyncRequest.xml

RPSample02AlertAsyncRequestAck.xml

RPSample02StatusAsyncResponse.xml

RPSample02StatusAsyncResponseAck.xml

RPSample02WebContent.xml

RPStatus.xsd

Remote_Publishing_Def.pdf

Remote_Publishing_Req.pdf

Remote_Publishing_v3.1_ChangeRequests.html

xmldsig-core-schema.xsd

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