Standards Updates January 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 December 2017 / January 2018

Accenture Financial Services Technology Consulting

Eldon Financial Planning Ltd

Shepherds Friendly Society

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 Progress & Standards Group holds its first meeting of 2018 at Just's offices in Reigate. The Group will evaluate early experiences of working under MiFID II (which came into force in January), with a view to further Origo Standards support. Agenda and input papers can be found via the following link:-

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

Minutes and any other outputs will also be published.

Future Milestones

Meeting on 16th May 2018 in Edinburgh (Lochside View - Criterion hosting)

Meeting on 22nd August 2018 by teleconference

Meeting on 7th November 2018 in London (The Gherkin - Standard Life hosting)

Standards Research

Transport Layer Security Digital Signing (TLSDS)

Establishing whether TLSDS offers an alternative to XAdES for complying with the EU eIDAS Directive.

Start-End (Forecast)

January 2017 - December 2017

Progress this Month

The Security Solutions Guidelines have been published to the Origo Standards website. The Guidelines have been updated with information on XAdES as well as a general update.

Future Milestones

Complete. No further project activity required. Further Industry feedback to be handled through BAU processes.

PS17/12 Annuity Quotes

Establishing the impact of Industry approach to implementing PS17/12 by 1st March 2018 will have on Quotes Annuity Standards.

Start-End (Forecast)

September 2017 - December 2017

Progress this Month

PS17/12 Change Requests have been published as Provisional Standards.

Future Milestones

Complete. No further activity required.

There is further PS17/12 activity under the Annuity Comparator Response Standard entry below.

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

Continued detailed discussions with organisations who are still to provide a signed Waiver of Intellectual Property (IP) letter ongoing.

Continue to pursue outstanding letters from Prudential, Legal & General, Canada Life/Retirement Advantage and Hannover Re.

Future Milestones

March 2018. Project extended based on ongoing discussions. This is currently low impact activity for Criterion.

Legal Framework (LF) GDPR Standards

Updating LF for the new Data Protection landscape GDPR which will be introduced in May 2018.

Start-End (Forecast)

September 2017 - January 2018

Progress this Month

Draft Final LF deliverables published to the Origo Standards website, ready for Industry implementation.

Future Milestones

Project complete. Criterion will work with the Industry to determine if an Implementation Group would be useful, initial feedback suggests it will.

Bulk Valuations Standards

Creating Standards to support Bulk Valuations communications.

Start-End (Forecast)

December 2017 - June 2018.

Progress this Month

Develop Use Cases and issue to the Working Group for review.

Future Milestones

February 2018. Agree business requirements with the Working Group.

March - May 2018. 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

Finalise requirements and design.

Future Milestones

February 2018. Draft A Final Standards to be delivered.

Documents Issued in January 2018

Addendum_v2.0_PP_TTP_Serices_Agreement_(v0.1)_221217 – Published on 8th January 2018

Addendum_v3.0_PP_TPSP_Services_Agreement_(v0.1)_221217 – Published on 8th January 2018

Explanatory_Note_to_Accompany_the_LF_Documentation_221217 – Published on 8th January 2018

Guidance_for_Updating_the_v2.0_Commercial_&_Technical_Agreement_221217 – Published on 8th January 2018

Redline_All_changes_the_AE_Services_Agreement_221217 – Published on 8th January 2018

Redline_All_changes_to_the_ANP_Services_Agreement_221217 – Published on 8th January 2018

Redline_All_changes_to_v3.0_IFA_TPSP_Services_Agreement_221217 – Published on 8th January 2018

Redline_Changes_to_v3.0_PP_Intermediary_Services_Agreement_(171117)_221217 – Published on 8th January 2018

Redline_Changes_to_v3.0_PP_TPSP_Services_Agreement_(171117)_221217 – Published on 8th January 2018

Annuity Comparator Use Cases – Published on 13th December 2017

Annuity Comparator Business Requirements Document – Published on 9th January 2018

Annuity Comparator Candidate Design – Published on 9th January 2018

Bulk Valuations Standards Development Terms of Reference – Published on 10th January 2018

Bulk Valuations Use Cases – Published on 29th January 2018

Standards Delivered in December 2017 / January 2018

Provide Contract Valuation v1.3 Provisional – Published on 18th January 2018

GetWrapValuationMTGRequest.xsd
GetWrapValuationMTGResponse.xsd
GetWrapValuationRequest.pdf
GetWrapValuationResponse.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
ProvideContractValuation_1.3 Provisional_Build_2.zip ProvideContractValuation_v1.3 Provisional_ChangeRequests.html ReceiveWrapValuationMTGRequest.xsd
ReceiveWrapValuationMTGResponse.xsd
eceiveWrapValuationRequest.pdf
ReceiveWrapValuationResponse.pdf
RetrieveWrapValuationMTGRequest.xsd
RetrieveWrapValuationMTGResponse.xsd RetrieveWrapValuationRequest.pdf
RetrieveWrapValuation Response.pdf
mldsig-core-schema.xsd

Contract Enquiry Multi Pensions v2.4 Provisional – Published on 31st January 2018

CEPensionMultiContractAcknowledgement.xsd CEPensionMultiContractDetailResponse.xsd CEPensionMultiContractReferenceResponse.xsd CEPensionMultiContractRequest.xsd CE_MultiPensions_v2.4Provisional_ChangeRequests.html CE_PensionMultiContractAcknowledgement.pdf CE_PensionMultiContractDetailResponse.pdf CE_PensionMultiContractReferenceResponse.pdf CE_PensionMultiContractRequest.pdf ContractEnquiryPensionsMultiContractValuation_2.4Provisional_Build2.zip OrigoMessageHeader.xsd
xmldsig-core-schema.xsd

Contract Enquiry Single Pensions v2.4 Provisional – Published on 31st January 2018

CEPensionSingleContractDetailResponse.xsd CEPensionSingleContractDetailsResponseExample.xml CEPensionSingleContractReferenceResponse.xsd CEPensionSingleContractReferenceResponseExample.xml CEPensionSingleContractRequest.xsd CEPensionSingleContractRequestExample.xml CE_PensionSingleContractDetailResponse.pdf CE_PensionSingleContractReferenceResponse.pdf CE_PensionSingleContractRequest.pdf CE_SinglePensions_v2.4Provisional_ChangeRequests.html ContractEnquiryPensionsSingleContractValuation_2.4Provisional_Build2.zip OrigoMessageHeader.xsd
xmldsig-core-schema.xsd

Legal Framework AE v2.0 – Published on 31st January 2018

Legal_Framework_AE_Services_Agreement.DOC Legal_Framework_AE_Services_Agreement.pdf
Legal_Framework_Overview.pdf

Legal Framework ANP v2.0 – Published on 31st January 2018

ANP_Services_Agreement.DOC
ANP_Services_Agreement.pdf Addendum_ANP_Module_PP_and_CSP_Services_Agreement.DOCX Addendum_ANP_Module_PP_and_CSP_Services_Agreement.pdf Legal_Framework_Overview.pdf

Legal Framework Addenda v2.0 – Published on 31st January 2018

Addendum_PP_and_Intermediary_Electronic_Services_Agreement.DOCX Addendum_PP_and_Intermediary_Electronic_Services_Agreement.pdf Addendum_PP_and_TTP_Services_Agreement.DOCX Addendum_PP_and_TTP_Services_Agreement.pdf Addendum_TTP_and_Intermediary_Portal_Services_Agreement.DOCX Addendum_TTP_and_Intermediary_Portal_Services_Agreement.pdf Guidance_for_updating_v2.0_Commercial_&_Technical_Agreement.DOCX Guidance_for_updating_v2.0_Commercial_&_Technical_Agreement.pdf LF_Electronic_Services_Agreement_PP_and_Intermediary.txt LF_Portal_Services_Agreement_TTP_and_Intermediary.txt LF_Services_Agreement_PP_and_TTP.txt
Legal_Framework_Briefing_Paper.pdf Services_Agreement_PP_and_Intermediary.pdf Services_Agreement_PP_and_Intermediary.txt Services_Agreement_PP_and_Intermediary_Online.pdf Services_Agreement_PP_and_Intermediary_Online.txt Services_Agreement_PP_and_Third_Party_Service_Provider.pdf Services_Agreement_PP_and_Third_Party_Service_Provider.txt Services_Agreement_PP_and_Trusted_Third_Party.pdf Services_Agreement_Trusted_Third_Party_and_Intermediary.pdf

Legal Framework Agreements v4.0 – Published on 31st January 2018

Intermediary_and_TPSP_Services_Agreement.DOC Intermediary_and_TPSP_Services_Agreement.pdf Intermediary_and_TPSP_Services_Agreement_Online_Version.DOCX Intermediary_and_TPSP_Services_Agreement_Online_Version.pdf LF_Briefing_Note_GDPR_Explanatory_Note.docx LF_Briefing_Note_GDPR_Explanatory_Note.pdf Legal_Framework_Briefing_Paper.pdf Legal_Framework_Overview.pdf PP_and_Intermediary_Services_Agreement.DOC PP_and_Intermediary_Services_Agreement.pdf PP_and_Intermediary_Services_Agreement_Online_Version.DOCX PP_and_Intermediary_Services_Agreement_Online_Version.pdf PP_and_TPSP_Services_Agreement.DOC PP_and_TPSP_Services_Agreement.pdf

Legal Framework Addenda v3.0 – Published on 31st January 2018

311210 Origo LF Briefing Note (Version 3 0) (2) (2).DOC.DOC Addendum_Intermediary_and_TPSP_Services_Agreement.DOCX Addendum_Intermediary_and_TPSP_Services_Agreement.pdf Addendum_PP_and_Intermediary_Services_Agreement.DOCX Addendum_PP_and_Intermediary_Services_Agreement.pdf Addendum_PP_and_TPSP_Services_Agreement.DOCX Addendum_PP_and_TPSP_Services_Agreement.pdf Legal_Framework_Briefing_Paper.pdf
Legal_Framework_Overview.pdf
On-line Origo - ESA - IFA-TPSP Version 3 0 Final Draft 311210.DOC
On-line Origo - ESA - PP-IFA Version 3 0 Final Draft 311210.DOC
Origo - ESA - IFA-TPSP Version 3 0 062411.doc
Origo - ESA - IFA-TPSP Version 3 0 Final Draft 311210.DOC
Origo - ESA - PP -TPSP Version 3.0 062411.doc
Origo - ESA - PP -TPSP Version 3.0 Final Draft 311210.DOC
Origo - ESA - PP-IFA Version 3 0 062411.doc
Origo - ESA - PP-IFA Version 3 0 Final Draft 311210.DOC Origo_LF_Briefing_Note.txt Services_Agreement_Intermediary_and_Third_Party_Service_Provider.pdf Services_Agreement_Intermediary_and_Third_Party_Service_Provider.txt Services_Agreement_Intermediary_and_Third_Party_Service_Provider_Online.pdf Services_Agreement_Intermediary_and_Third_Party_Service_Provider_Online.txt Services_Agreement_PP_and_Intermediary.pdf Services_Agreement_PP_and_Intermediary.txt Services_Agreement_PP_and_Intermediary_Online.pdf Services_Agreement_PP_and_Intermediary_Online.txt Services_Agreement_PP_and_Third_Party_Service_Provider.pdf Services_Agreement_PP_and_Third_Party_Service_Provider.txt

Security Solution Guidelines v1.0 – Published on 15th December 2017

MessagingSecuritySolution.pdf
SecurityTermsAndScenarios.pdf
SecurityTechnologyOptions.pdf