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Standards Updates May 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 May 2018

Protect Line 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 met on 16th May in Edinburgh. Meeting papers, including Minutes, have been published and can be found via the following link:

http://standardsandgroups.origo.com/OurGroups/ProcessandStandardsGroup(PSG)/Meetings/PSG_2018_05_16.aspx

The Plenary PSG was preceded by a Focus Session to discuss Open Banking, with a proposal for further activity to be prioritised.

Future Milestones

Annual Prioritisation Exercise will begin in June, concluding in September.

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 - June 2018

Progress this Month

Limited interactions with remaining organisations still to sign the Waiver of IP letter.

Future Milestones

June 18 : Conclusive tone to be taken in the run up to an Underwriters Forum (UWF) on 13th June. Offer to adopt alternative commercial approach at UWF.

Bulk Valuations Standards

Creating Standards to support Bulk Valuations communications.

Start-End (Forecast)

December 2017 - June 2018

Progress this Month

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

Discussion held with Proposer and Seconder. Initial meeting organised for the 13th June 2018 to discuss approach and Points for Discussion.

Future Milestones

June 18 : Initial Research Group meeting 13th June 2018.

Documents Issued in May 2018

Asset Management Market Study Update 2018 – Published on 2nd May 2018

PSG Proposal – Bulk Valuations – Published on 9th May 2018

MiFID II Research Terms of Reference – Published on 25th May 2018

Standards Delivered in May 2018

Contract Enquiry Bulk Valuations v1.1 Draft A - Published on 25th May 2018

BRD.pdf BulkValuationSamples.zip

BulkValuations.pdf

BulkValuations.xsd

BulkValuationsCSVSpecification.pdf

Bulk_Valuation_Use_Cases.pdf

Candidate_Design.pdf

MaintainPubSubPublishGetRequestBV_1.xml

MaintainPubSubPublishGetRequestBV_2.xml

MaintainPubSubPublishGetRequestBV_3.xml

MaintainPubSubPublishGetRequestBV_4.xml

MaintainPubSubPublishGetRequestBV_5.xml

MaintainPubSubPublishGetRequestBV_6.xml

MaintainPubSubPublishGetRequestBV_7.xml

MaintainPubSubPublishGetResponseBV_1.csv

MaintainPubSubPublishGetResponseBV_1.xml

MaintainPubSubPublishGetResponseBV_2.csv

MaintainPubSubPublishGetResponseBV_2.xml

MaintainPubSubPublishGetResponseBV_3.csv

MaintainPubSubPublishGetResponseBV_3.xml

MaintainPubSubPublishGetResponseBV_4.csv

MaintainPubSubPublishGetResponseBV_4.xml

MaintainPubSubPublishGetResponseBV_5.csv

MaintainPubSubPublishGetResponseBV_5.xml

MaintainPubSubPublishGetResponseBV_6.xml

MaintainPubSubPublishGetResponseBV_7.xml

MaintainPubSubPublishReceiveRequestBV_1.csv

MaintainPubSubPublishReceiveRequestBV_1.xml

MaintainPubSubPublishReceiveRequestBV_2.csv

MaintainPubSubPublishReceiveRequestBV_2.xml

MaintainPubSubPublishReceiveRequestBV_3.csv

MaintainPubSubPublishReceiveRequestBV_3.xml

MaintainPubSubPublishReceiveRequestBV_4.csv

MaintainPubSubPublishReceiveRequestBV_4.xml

MaintainPubSubPublishReceiveRequestBV_5.csv

MaintainPubSubPublishReceiveRequestBV_5.xml

MaintainPubSubPublishReceiveRequestBV_6.csv

MaintainPubSubPublishReceiveRequestBV_6.xml

MaintainPubSubPublishReceiveRequestBV_7.csv

MaintainPubSubPublishReceiveRequestBV_7.xml

MaintainPubSubPublishReceiveResponseBV_1.xml

MaintainPubSubPublishReceiveResponseBV_2.xml

MaintainPubSubPublishReceiveResponseBV_3.xml

MaintainPubSubPublishReceiveResponseBV_4.xml

MaintainPubSubPublishReceiveResponseBV_5.xml

MaintainPubSubPublishReceiveResponseBV_6.xml

MaintainPubSubPublishReceiveResponseBV_7.xml

SampleMessages.pdf

Maintain Publish & Subscribe v1.0 Draft B - Published on 25th May 2018

BulkValuationSamples.zip

DesignConsiderations.pdf

MaintainPubSubCommonTypes.xsd

MaintainPubSubPublishGetRequest.pdf

MaintainPubSubPublishGetRequest.xsd

MaintainPubSubPublishGetRequestBV_1.xml

MaintainPubSubPublishGetRequestBV_2.xml

MaintainPubSubPublishGetRequestBV_3.xml

MaintainPubSubPublishGetRequestBV_4.xml

MaintainPubSubPublishGetRequestBV_5.xml

MaintainPubSubPublishGetRequestBV_6.xml

MaintainPubSubPublishGetRequestBV_7.xml

MaintainPubSubPublishGetResponse.pdf

MaintainPubSubPublishGetResponse.xsd

MaintainPubSubPublishGetResponseBV_1.xml

MaintainPubSubPublishGetResponseBV_2.xml

MaintainPubSubPublishGetResponseBV_3.xml

MaintainPubSubPublishGetResponseBV_4.xml

MaintainPubSubPublishGetResponseBV_5.xml

MaintainPubSubPublishGetResponseBV_6.xml

MaintainPubSubPublishGetResponseBV_7.xml

MaintainPubSubPublishReceiveRequest.pdf

MaintainPubSubPublishReceiveRequest.xsd

MaintainPubSubPublishReceiveRequestBV_1.xml

MaintainPubSubPublishReceiveRequestBV_2.xml

MaintainPubSubPublishReceiveRequestBV_3.xml

MaintainPubSubPublishReceiveRequestBV_4.xml

MaintainPubSubPublishReceiveRequestBV_5.xml

MaintainPubSubPublishReceiveRequestBV_6.xml

MaintainPubSubPublishReceiveRequestBV_7.xml

MaintainPubSubPublishReceiveResponse.pdf

MaintainPubSubPublishReceiveResponse.xsd

MaintainPubSubPublishReceiveResponseBV_1.xml

MaintainPubSubPublishReceiveResponseBV_2.xml

MaintainPubSubPublishReceiveResponseBV_3.xml

MaintainPubSubPublishReceiveResponseBV_4.xml

MaintainPubSubPublishReceiveResponseBV_5.xml

MaintainPubSubPublishReceiveResponseBV_6.xml

MaintainPubSubPublishReceiveResponseBV_7.xml

MaintainPubSubSubscribeGetRequest.pdf

MaintainPubSubSubscribeGetRequest.xsd

MaintainPubSubSubscribeGetResponse.pdf

MaintainPubSubSubscribeGetResponse.xsd

MaintainPublishSubscribe.pdf

OrigoMessageHeader.xsd

SampleMessages.pdf

SampleMessages.xlsx

Publish-request1.xml

publish-response1.xml

subscribe-request1.xml

subscribe-response1.xml

subscribe-response2.xml

xmldsig-core-schema.xsd

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