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Standards Updates June 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 June 2018

eValue Ltd

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 2018 Origo Standards Prioritisation exercise has begun, with responses due from the group by 20th July.

The Process & Standards Group next meets by teleconference on 22nd August when the primary focus will be the Prioritisation outcomes.

Future Milestones

Annual Prioritisation Exercise underway, concluding in September.

Meeting on 22nd August 2018 by teleconference.

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 - June 2018

Progress this Month

Criterion is disengaging with the current approach and will consider if alternative models can be adopted.

The Annuity Providers and Underwriters Forums have been updated.

Future Milestones

Sept 18 : Annuity Providers and Underwriters Forums on any alternative models identified.

Bulk Valuations Standards

Creating Standards to support Bulk Valuations communications.

Start-End (Forecast)

December 2017 - June 2018

Progress this Month

Limited comments received n the initial draft of the XML and CSV Working Group agreed that CSV version of Standard should be made available when they meet by teleconference at the beginning of May.

Initial Draft of XML and CSV Standards were published to the Working Group.

Future Milestones

June 18 : Hold Working Group call on 6th June and agree any updates to the Standards.

Publish the Draft Final version.

Produce End Stage Report once the Draft Final is published.

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

Following communications with the Working Group and the PSG, the group will be closed as there are no further tasks to be undertaken.

Future Milestones

No further activity.

MiFID II Research

Research project looking at the operational impact of MiFID II, and what response is required from Origo Standards.

Start-End (Forecast)

May 2018 - August 2018

Progress this Month

Analysis continues with a series of one to one discussion sessions arranged with Providers and Back Office Software Suppliers.

Future Milestones

July 18 : Draft Problem Definition Report scheduled for publication to the Research Group late July.

Documents Issued in June 2018

PSG Prioritisation 2018 – Published on 22nd June 2018

PSG Prioritisation 2018 Task – Published on 22nd June 2018

PSG 2018 Prioritisation Proposals.zip – Published on 22nd June 2018

PSG Proposal – Open Banking – Published on 20th June 2018

Standards Delivered in June 2018

Contract Enquiry Endowment v2.2 – Published on 14th June 2018

CEEndowmentMultiContractAcknowledgement.pdf

CEEndowmentMultiContractAcknowledgement.xsd

CEEndowmentMultiContractDetailResponse.pdf

CEEndowmentMultiContractDetailResponse.xsd

CEEndowmentMultiContractReferenceResponse.pdf

CEEndowmentMultiContractReferenceResponse.xsd

CEEndowmentMultiContractRequest.pdf

CEEndowmentMultiContractRequest.xsd

CEEndowmentSingleContractDetailResponse.pdf

CEEndowmentSingleContractDetailResponse.xsd

CEEndowmentSingleContractReferenceResponse.pdf

CEEndowmentSingleContractReferenceResponse.xsd

CEEndowmentSingleContractRequest.pdf

CEEndowmentSingleContractRequest.xsd

CE_BusinessErrors.pdf

CE_Endowment_v2.2_ChangeRequests.html

OrigoMessageHeader.xsd

xmldsig-core-schema.xsd

Contract Enquiry Whole of Life v2.2 – Published on 15th June 2018

CEWOLMultiContractAcknowledgement.pdf

CEWOLMultiContractAcknowledgement.xsd C

EWOLMultiContractDetailResponse.pdf

CEWOLMultiContractDetailResponse.xsd

CEWOLMultiContractReferenceResponse.pdf

CEWOLMultiContractReferenceResponse.xsd

CEWOLMultiContractRequest.pdf

CEWOLMultiContractRequest.xsd

CEWOLSingleContractDetailResponse.pdf

CEWOLSingleContractDetailResponse.xsd

CEWOLSingleContractReferenceResponse.pdf

CEWOLSingleContractReferenceResponse.xsd

CEWOLSingleContractRequest.pdf

CEWOLSingleContractRequest.xsd

CE_BusinessErrors.pdf

CE_WOL_v2.2_ChangeRequests.html

OrigoMessageHeader.xsd

xmldsig-core-schema.xsd

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