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Standards Updates May 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 May 2017

Opal

Charles Stanley Financial Solutions Ltd

Hunton Information Systems

PSG Update

The last PSG Meeting along with a Focus Session to discuss Retirement Income were held on 17th May 2017 at Origo's offices in Edinburgh.  All documentation for this meeting has been published to our website via the following link:-

http://standardsandgroups.origo.com/ourgroups/processandstandardsgroup(psg)/meetings/psg_2017_05_17.aspx?pn=psg_2017_05_17

The next PSG Meeting is scheduled for Wednesday, 23rd August 2017 via conference call.

The annual project Prioritisation Exercise will kick off in June with the delivery to the PSG of a participation pack.  Please be ready to co-ordinate with your Origo Technical Group representative.

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 Origo to manage the Medical Underwriting Lists as part of the Standards Library.

Plans for June:

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

The next Underwriters Forum teleconference is scheduled for 5th July 2017.

Transport Layer Security Digital Signing

Update:

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

Plans for June:

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

Contract Data Market Context Review

Update:

A PSG Proposal was raised for a Bulk Valuation / CE Light Standards development and was considered by the PSG at their meeting on 17th May 2017.

Plans for June:

None.  PSG agreed that Bulk Valuations / CE Light Standards development proposal be considered as part of the annual Prioritisation Exercise.

This project is now complete.

General Data Protection Regulation

Update:

A teleconference call was held on 4th May 2017 to discuss the GDPR Impact Assessment Report with the Research Group and recommendation to proceed with an LF GDPR Standards development project involving external legal resource.  The recommendation was ratified by the PSG at its May meeting.

Plans for June:

None.  This project is now complete.

Discretionary Fund Managers Research

Update:

DFM information gathering and analysis is complete and drafting of the Problem Definition Report (PDR) has started.

Plans for June:

To complete the DFM PDR and publish it to the Research Group by early July.

Legal Framework General Data Protection Regulation

Update:

This project is being initiated.

Plans for June:

A project kick-off meeting will be held on 14th June 2017 and the process of securing external legal resource to undertake legal updates will begin.

Documents Issued in May 2017

Contract Data Market Context Review Research Group Use Cases - Updated on 2nd May 2017

Contract Data Market Context Review Research Group Problem Definition Report - Updated on 2nd May 2017

General Data Protection Regulation Research Group Impact Assessment Report - Updated on 9th May 2017

 

Standards Delivered in May 2017

Provide Contract Valuation Wrap v1.3 Provisional (Build 1) - Published on 2nd May 2017

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_v1.3Provisional_ChangeRequests.html

ReceiveWrapValuationMTGRequest.xsd

ReceiveWrapValuationMTGResponse.xsd

ReceiveWrapValuationRequest.pdf

ReceiveWrapValuationResponse.pdf

RetrieveWrapValuationMTGRequest.xsd

RetrieveWrapValuationMTGResponse.xsd

RetrieveWrapValuationRequest.pdf

RetrieveWrapValuationResponse.pdf

xmldsig-core-schema.xsd
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