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Standards Updates March 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 March 2018

Brewin Dolphin 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 Process & Standards Group last met in February 2018 at Just’s offices in Reigate. 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. The Agenda for May’s meeting will be published in due course.

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

Continuing to pursue outstanding letters from Prudential, Canada Life/Retirement Advantage and Hannover Re.

Future Milestones

Apr 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 review the first draft of the Business Requirements Document (BRD). Further consultation took place with SMEs relating to consumption of data.

Updated BRD and the initial version of the Candidate Design were issued to the Working Group for review.

Future Milestones

Apr 18: Finalise BRD and Candidate Design with the Working Group. Begin build of Standards deliverables.

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

Following the End Stage Report, Final Standards were published at the conclusion of the industry consultation period.

Future Milestones

None, project complete.

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

An initial teleconference was held with the Group. Details on ‘assumed consent’ approaches were shared with the Group.

Future Milestones

Apr 18 : Identify any other items for group discussion.

Documents Issued in March 2018

Bulk Valuations Standards Development Use Cases – Published on 6th March 2018

 Bulk Valuations Standards Development Business Requirements Document – Published on 29th March 2018

Bulk Valuations Standards Development Candidate Design – Published on 29th March 2018

Adviser Software Firms and Criterion Feedback Comments – Published on 29th March 2018

Legal Framework GDPR Implementation Terms of Reference – Published on 7th March 2018

Standards Delivered in March 2018

Quotes Annuities v3.9 – Published on 30th March 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

AnnuityComparator_ProcessDesign.pdf

EnhancedAnnuityQuotesMIG.pdf

PensionAnnuityQuoteRequestSampleComments.xml

PensionAnnuityQuoteRequestSampleNoComments.xml

PensionAnnuityQuoteResponseSampleComments.xml

PensionAnnuityQuoteResponseSampleNoComments.xml

PensionAnnuityRequest2.xml

PensionAnnuityRequest3.xml

PensionAnnuityRequest4.xml

PensionAnnuityRequest5.xml

PensionAnnuityResponse2.xml

PensionAnnuityResponse3.xml

PensionAnnuityResponse4.xml

PensionAnnuityResponse5.xml

PurchasedLifeAnnuityRequest1.xml

PurchasedLifeAnnuityResponse1.xml

QNBPENSIONANNUITYQUOTECOMPARATORRESPONSE.XSD

QNBPENSIONANNUITYQUOTECOMPARATORRESPONSEMCONTENT.XSD

QNBPENSIONANNUITYQUOTEREQUEST.XSD

QNBPENSIONANNUITYQUOTEREQUESTMCONTENT.XSD

QNBPENSIONANNUITYQUOTERESPONSE.XSD

QNBPENSIONANNUITYQUOTERESPONSEMCONTENT.XSD

QNBPURCHASEDLIFEANNUITYQUOTEREQUEST.XSD

QNBPURCHASEDLIFEANNUITYQUOTEREQUESTMCONTENT.XSD

QNBPURCHASEDLIFEANNUITYQUOTERESPONSE.XSD

QNBPURCHASEDLIFEANNUITYQUOTERESPONSEMCONTENT.XSD

QuoteAnnuities_v3.9_ChangeRequests.html

QuotesAnnuities.pdf

 QuotesAnnuitiesMIG.pdf

SampleList.pdf Samples.zip

New Business Annuities v2.2 – Published on 30th March 2018

NewBusinessAnnuitiesStandardsDevelopmentApproach.pdf

NewBusinessAnnuities_v2.2_ChangeRequests.html

NewBusinessPensionAnnuity.pdf

NewBusinessPurchasedLifeAnnuity.pdf

PensionAnnuityNewBusinessSampleComments.xml

PensionAnnuityNewBusinessSampleNoComments.xml

QNBPensionAnnuityNewBusiness.xsd

QNBPensionAnnuityNewBusinessMContent.xsd

QNBPurchasedLifeAnnuityNewBusiness.xsd

QNBPurchasedLifeAnnuityNewBusinessMContent.xsd

HTTP Message Transmission Guidelines v1.3 – Published on 29th March 2018

HTTPExampleMCONTENT.XSD

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

HTTP_Message_Transmission_Guidelines.doc

Message_types.html

Message_types.xml

OrigoMessageHeader.xsd

ParserTesting.log

ReleaseNotes.html

SOAPinOrigoMessages.doc

HTTP Message Transmission Guidelines v2.0 – Published on 29th March 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_Message_Transmission_Guidelines.doc

Message_Type.xsl

Message_types.html

Message_types.xml

OrigoMessageHeader.xsd

ParserTesting.log

ReleaseNotes.html

SOAPinOrigoMessages.doc

HTTP v2.1 – Published on 29th March 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.doc

HTTP_Message_Transmission_Guidelines.pdf

Message_Type.xsl Message_types.html

Message_types.xml

OrigoMessageHeader.xsd

HTTP v2.2 – Published on 29th March 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_v2.2_ChangeRequests.html

HTTP_Message_Transmission_Guidelines.pdf

Message_Type.xsl Message_types.html

Message_types.xml

OrigoMessageHeader.xsd

xmldsig-core-schema.xsd

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