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Standards Updates June 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 June 2017

Profile Financial Solutions Ltd

Somnium Financial Planning Ltd

PSG Update

The PSG last met on 17th May 2017.  Full papers and Minutes from the meeting can be found on our website here:-

http://standardsandgroups.origo.com/OurGroups/ProcessandStandardsGroup(PSG)/Meetings/PSG_2017_05_17.aspx

Since then, Origo has launched 2017's Project Prioritisation Exercise.  We're looking for responses to be returned by 21st July.  Stimulus materials and feedback instructions can be found on our website at:-

http://standardsandgroups.origo.com/OurGroups/ProcessandStandardsGroup(PSG)/Meetings/PSG_2017_08_23.aspx

Outcomes from the Exercise, as well as other PSG matters, will be discussed at our next meeting on 23rd August, which will take place by teleconference.

Standards Update

Medical Underwriting Lists

Update:

Origo continues to pursue responses to the Waiver of Intellectual Property (IP) letter that was issued to organisations represented on the Annuity Providers Forum and the Underwriters Forum.  The set of completed letters will enable the Medical Underwriting Lists to be managed as part of the Standards Library.

Plans for July:

Process responses to the Waiver of IP letters and once all completed letters are received, start to manage the lists.

Participate in the Underwriters Forum teleconference on 5th July 2017.

Transport Layer Security Digital Signing

Update:

Updates to the Security Solution Guidelines, to document that the TLSDS Research Project has provide that there is no alternative to using XAdES for eIDAS compliance, have begun.

Plans for July:

Complete the updates to the Security Solution Guidelines and publish when resource is available.  Thereafter, no further activity is planned on this project.

Discretionary Fund Managers Research

Update:

The DFMR Problem Definition Report was published to the Research Group on 28th June 2017 and a teleconference call to discuss the Report has been set up.

Plans for July:

Hold the DFMR teleconference, scheduled for 12th July 2017, to discuss the Report and agree the recommendations.  Thereafter, update the Report and publish it to the Research Group and PSG.

Legal Framework General Data Protection Regulation

Update:

The LFGDPR kick-off meeting was held on 14th June and the Terms of Reference and Project Initiation Document were discussed and signed off.  A Request for Proposal (RFP) document was created and issued to three external legal firms with an invite to respond by the end of June.

Plans for July:

Assess the responses to the RFP and aware the tender to the selected legal firm.  Thereafter, engage with the legal firm and the Working Group and commence the details project planning, impact assessment and requirements gathering stage.

Documents Issued in June 2017

Legal Framework General Data Protection Regulation Terms of Reference - Published on 5th June 2017

Legal Framework General Data Protection Regulation Project Initiation Document - Published on 5th June 2017

PSG Prioritisation 2017 - Published on 21st June 2017

PSG Prioritisation 2017 Task - Published on 21st June 2017

Proposals for 2017 Prioritisation - Published on 21st June 2017

Discretionary Fund Managers Research Problem Definition Report - 28th June 2017

 

Standards Delivered in June 2017

Quotes Bonds v3.8 Provisional Build 1 - Published on 6th June 2017

Intermediary_Quotes_MIG.pdf

QNBBondMIG.pdf

QNBINVESTMENTBONDQUOTEREQUEST.XSD

QNBINVESTMENTBONDQUOTEREQUESTMCONTENT.XSD

QNBINVESTMENTBONDQUOTERESPONSE.XSD

QNBINVESTMENTBONDQUOTERESPONSEMCONTENT.XSD

Quote_Request.sdr

Quote_Response.sdr

QuotesBonds_3.8Provisional_Build1.zip

QuotesBonds_v3.8Provisional_ChangeRequests.html

New Business Bonds v3.8 Provisional Build 1 - Published on 6th June 2017

Intermediary_NB_MIG.pdf

NBBonds_v3.8Provisional_ChangeRequests.html

NewBusinessBonds_3.8Provisional_Build1.zip

New_Business.sdr

QNBBondMIG.pdf

QNBINVESTMENTBONDNEWBUSINESS.XSD

QNBINVESTMENTBONDNEWBUSINESSMCONTENT.XSD

New Business Protection v3.9 Final - Published on 6th June 2017

Intermediary_NB_MIG.pdf

NBProtection_v3.9_ChangeRequests.html

QNBLevelTermNewBusiness.xml

QNBMulti-BenefitNewBusiness.xml

QNBPROTECTIONNEWBUSINESS.XSD

QNBPROTECTIONNEWBUSINESSMCONTENT.XSD

QNBProtectionMIG.pdf

QNBWOLNewBusiness.xml

QNB_StandardOverview.pdf

QNB_StdQuestions.htm

QNB_Use_of_XML_Elements.pdf

Use_of_XML_Namespace_within_QNB_3.x.pdf

Quotes Protection v3.9 Final - Published on 6th June 2017

Intermediary_Quotes_MIG.pdf

QNBLevelTermQuoteRequest.xml

QNBLevelTermQuoteResponse.xml

QNBMulti-BenefitQuoteRequest.xml

QNBMulti-BenefitQuoteResponse.xml

QNBPHIQuoteRequest.xml

QNBPHIQuoteResponse.xml

QNBPROTECTIONQUOTEREQUEST.XSD

QNBPROTECTIONQUOTEREQUESTMCONTENT.XSD

QNBPROTECTIONQUOTERESPONSE.XSD

QNBPROTECTIONQUOTERESPONSEMCONTENT.XSD

QNBProtectionBusinessContent.pdf

QNBProtectionMIG.pdf

QNBWOLQuoteRequest.xml

QNBWOLQuoteResponse.xml

QNB_StandardOverview.pdf

QNB_StdQuestions.htm

QNB_Use_of_XML_Elements.pdf

QuotesProtection_v3.9_ChangeRequests.html

Use_of_XML_Namespace_within_QNB_3.x.pdf

Contract Enquiry Bond v2.2 Provisional Build 4 - Published on 28th June 2017

CEBondMultiContractAcknowledgement.pdf

CEBondMultiContractAcknowledgement.xsd

CEBondMultiContractDetailResponse.pdf

CEBondMultiContractDetailResponse.xsd

CEBondMultiContractReferenceResponse.pdf

CEBondMultiContractReferenceResponse.xsd

CEBondMultiContractRequest.pdf

CEBondMultiContractRequest.xsd

CEBondSingleContractDetailResponse.pdf

CEBondSingleContractDetailResponse.xsd

CEBondSingleContractReferenceResponse.pdf

CEBondSingleContractReferenceResponse.xsd

CEBondSingleContractRequest.pdf

CEBondSingleContractRequest.xsd

CE_Bonds_v2.2Provisional_ChangeRequests.html

CE_BusinessErrors.pdf

ContractEnquiryBondsValuation_2.2Provisional_Build_3.zip

MetLife_Analysis_CR1100.pdf

OrigoMessageHeader.xsd

xmldsig-core-schema.xsd
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