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Standards Updates November 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.

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 Group met on 9th November in London for a Focus Session on Blockchain including a presentation from David Taylor of OCP, and a quarterly Plenary Session. See website for inputs and outputs from the sessions.

The Group also met by phone on 17th November to discuss the impact of MiFID II ex-post reporting requirements, and will initiate a Research Project in Q1 2018. Agenda, Minutes and a brief paper on MiFID-II ex-post reporting timelines can be found on the website.

Future Milestones

Meeting on 7th February 2018 - details to be advised

Meeting on 16th May 2018 - details to be advised

Meeting on 22nd August 2018 - details to be advised

Meeting on 7th November 2018 - London (details to be advised)

Standards Research

Transport Layer Security Digital Signing (TLSDS)

Establishing whether TLSDS offers and alternative to XAdES for complying with the EU eIDAS Directive.

Start-End (Forecast)

January 2017 - December 2017

Progress This Month

Updates stared 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.

Future Milestones

TBC - Complete the updates to the Security Solution Guidelines and publish when resource is available.

PS17/12 Annuity Quotes

Establishing the impact of iIdustry approach to implementing PS17/12 by 1st March 2018 will have on Quotes Annuity Standards.

Start-End (Forecast)

September 2017 - December 2017

Progress This Month

1-1 discussions held with interested parties to determine requirements for Change Requests to Origo Standards.  Detail of feedback and Criterion's analysis documented in an Impact Assessment Report which was published to the Group.

Future Milestones

December 2017 - Develop and implement agreed Change Requests.  Future related development activity on a PS17/12 Annuity Response.

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 - December 2017

Progress This Month

Detailed discussions with organisations who are still to provide a signed Waiver of Intellectual Property (IP) letter ongoing.

Emphasis placed on the need to return the letter, with progress being made on legal points.

Future Milestones

December 2017 - Continue to pursue outstanding letters from Prudential, Legal & General, Canada Life/Retirement Advantage and Hannover Re.

Legal Framework General Data Protection Regulation Standards

Updating Legal Framework for the new Data Protection landscape GDPR will be introduced in May 2018.

Start-End (Forecast)

September 2017 - January 2018

Progress This Month

The second drafts of the Legal Framework Services Agreements for Provider to Intermediary and Provider to Third Party Service Provider were issued to, and reviewed by, the Working Group.

Future Milestones

December 2017 - Issue and review Draft Final deliverables.

January 2018 - Final deliverables published for Industry implementation.

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 - March 2018

Progress This Month

Confirmation of demand for project with PS17/12 Research Group (see above).  Agreement of Terms of Reference with Proposer and Seconder.

Future Milestones

Subject to confirmation by Working Group.

December 2017 - Form Working Group; agree target Use Cases.

January 2018 - Finalise requirements and design.

February 2018 - Draft A and Draft Final Standards.

Documents Issued in November 2017

Talk on Blockchain to Criterion - Published on 22nd November 2017

MiFID II Costs and Charges Paper - Published on 23rd November 2017

COMPARISON_v0.1_and_v0.2_PP_and_Intermediary_Services_Agreement - Published on 21st November 2017

COMPARISON_v0.1_and_v0.2_PP_and_TPSP_Services_Agreement - Published on 21st November 2017

Explanatory_Note_to_accompany_v0.2 - Published on 21st November 2017

Services_Agreement_PP_and_Intermediary_v0.2 - Published on 21st November 2017

Services_Agreement_PP_and_TPSP_v0.2 - Published on 21st November 2017

PS1712 Impact Assessment Report (Updated) - Published on 3rd November 2017

ACR Terms of Reference - Published on 30th November 2017

DFM Research Group Problem Definition Report (Updated) - Published on 7th November 2017

Standards Delivered in November 2017

Contract Enquiry Transaction History Bond v2.2 - Published on 28th November 2017

CEBondSingleContractTxnHistoryResponse.xsd

CESingleContractTxnHistoryRequest.xsd

CETxnHistoryDesignRationale.pdf

CE_BondSingleContractTxnHistoryResponse.pdf

CE_SingleContractTxnHistoryRequest.pdf

CE_Transaction_History_Business_Content.pdf

CE_Transaction_History_RDR.pdf

Complete_Contract_History_ResponseExample_Bond.xml

Complete_Message_RequestExample.xml

Contract_Enquiry_Transaction_History_Standard_Business_Errors.pdf

OrigoMessageHeader.xsd

Transaction_History_Business_Requirements.pdf

UCTH001_ScenarioA_RequestExample_Bond.xml

UCTH001_ScenarioA_ResponseExample_Bond.xml

UCTH001_ScenarioG_RequestExample_Bond.xml

UCTH001_ScenarioG_ResponseExample_Bond.xml

xmldsig-core-schema.xsd

 

Contract Enquiry Transaction History Whole of Life v2.2 - Published on 28th November 2017

CESingleContractTxnHistoryRequest.xsd

CETxnHistoryDesignRationale.docx

CETxnHistoryDesignRationale.pdf

CEWOLSingleContractTxnHistoryResponse.xsd

CE_SingleContractTxnHistoryRequest.pdf

CE_Transaction_History_Business_Content.pdf

CE_Transaction_History_RDR.pdf

CE_WOLSingleContractTxnHistoryResponse.pdf

Complete_Message_RequestExample.xml

Contract_Enquiry_Transaction_History_Standard_Business_Errors.pdf

OrigoMessageHeader.xsd

Transaction_History_Business_Requirements.pdf

UCTH002_ScenarioK_RequestExample_WOL.xml

UCTH002_ScenarioK_ResponseExample_WOL.xml

xmldsig-core-schema.xsd

 

Contract Enquiry Transaction History Pensions v2.2 - Published on 28th November 2017

CEPensionSingleContractTxnHistoryResponse.xsd

CESingleContractTxnHistoryRequest.xsd

CETxnHistoryDesignRationale.pdf

CE_PensionSingleContractTxnHistoryResponse.pdf

CE_SingleContractTxnHistoryRequest.pdf

CE_Transaction_History_Business_Content.pdf

CE_Transaction_History_RDR.pdf

Complete_Message_RequestExample.xml

Complete_Pensions_Example_Including_SIPP_IDPR.xml

Contract_Enquiry_Transaction_History_Standard_Business_Errors.pdf

OrigoMessageHeader.xsd

Transaction_History_Business_Requirements.pdf

UCTH001_ScenarioD_RequestExample_Pension.xml

UCTH001_ScenarioD_ResponseExample_Pension.xml

UCTH001_ScenarioH_RequestExample_Pension.xml

UCTH001_ScenarioH_ResponseExample_Pension.xml

UCTH002_ScenarioC_RequestExample_Pension.xml

UCTH002_ScenarioC_ResponseExample_Pension.xml

xmldsig-core-schema.xsd

Contract Enquiry Transaction History Endowment v2.2 - Published on 28th November 2017

CEEndowmentSingleContractTxnHistoryResponse.xsd

CESingleContractTxnHistoryRequest.xsd

CETxnHistoryDesignRationale.pdf

CE_EndowmentSingleContractTxnHistoryResponse.pdf

CE_SingleContractTxnHistoryRequest.pdf

CE_Transaction_History_Business_Content.pdf

CE_Transaction_History_RDR.pdf

Complete_Message_RequestExample.xml

Contract_Enquiry_Transaction_History_Standard_Business_Errors.pdf

OrigoMessageHeader.xsd

Transaction_History_Business_Requirements.pdf

UCTH002_ScenarioL_RequestExample_Endowment.xml

UCTH002_ScenarioL_ResponseExample_Endowment.xml

xmldsig-core-schema.xsd

 

Flexible Integration Toolkit (FIT) v3.1 - Published on 28th November 2017

Adviser.pdf

Adviser.xsd

BankAccounts.pdf

BankAccounts.xsd

BusinessContacts.pdf

BusinessContacts.xsd

CashFlow.pdf

CashFlow.xsd

ContractsSummary.pdf

ContractsSummary.xsd

DocumentSet.pdf

DocumentSet.xsd

Employment.pdf

Employment.xsd

FIT_ID_IDREF_Relationships.jpg

FIT_v3.1_ChangeRequests.html

FlexibleIntegrationToolkitOverview.pdf

GenericData.pdf

GenericData.xsd

Illustration.pdf

Illustration.xsd

InvestmentStrategy.pdf

InvestmentStrategy.xsd

MaintainGenericData_Get_Request_01.xml

MaintainGenericData_Get_Request_02.xml

MaintainGenericData_Get_Request_02b.xml

MaintainGenericData_Get_Response_01.xml

MaintainGenericData_Get_Response_02.xml

MaintainGenericData_Get_Response_02b.xml

MaintainGenericData_Load_Request_01.xml

MaintainGenericData_Load_Request_02.xml

MaintainGenericData_Load_Response_01.xml

MaintainGenericData_Load_Response_02.xml

MoneyLaunderingCertificate.pdf

MoneyLaunderingCertificate.xsd

NewBusinessDetailsConfirmations.pdf

NewBusinessDetailsConfirmations.xsd

PatternGuidelines.pdf

Pattern_Names.html

Pattern_names.xml

PersonDetails.pdf

PersonDetails.xsd

PersonalFactFind.pdf

PersonalFactFind.xsd

PortfolioSummary.pdf

PortfolioSummary.xsd

ProcessingState.pdf

ProcessingState.xsd

ProductFeatures.pdf

ProductFeatures.xsd

ProductFeaturesAnnuity.pdf

ProductFeaturesAnnuity.xsd

ProductFeaturesBond.pdf

ProductFeaturesBond.xsd

ProductFeaturesCollectiveInvestment.pdf

ProductFeaturesCollectiveInvestment.xsd

ProductFeaturesDefinedBenefitPension.pdf

ProductFeaturesDefinedBenefitPension.xsd

ProductFeaturesDefinedContributionPension.pdf

ProductFeaturesDefinedContributionPension.xsd

ProductFeaturesEndowment.pdf

ProductFeaturesEndowment.xsd

ProductFeaturesEquityRelease.pdf

ProductFeaturesEquityRelease.xsd

ProductFeaturesLoan.pdf

ProductFeaturesLoan.xsd

ProductFeaturesMortgage.pdf

ProductFeaturesMortgage.xsd

ProductFeaturesPrivateMedicalInsurance.pdf

ProductFeaturesPrivateMedicalInsurance.xsd

ProductFeaturesProtection.pdf

ProductFeaturesProtection.xsd

ProductFeaturesSavingsAndISAs.pdf

ProductFeaturesSavingsAndISAs.xsd

ProductFeaturesWholeOfLife.pdf

ProductFeaturesWholeOfLife.xsd

PropertyFeatures.pdf

PropertyFeatures.xsd

Remuneration.pdf

Remuneration.xsd

Response.pdf

Response.xsd

Sample_Scenarios.html

SamplesSequenceDiagramNB.jpg

SamplesSequenceDiagramQuotes.jpg

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