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Standards Updates October 2013

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 October

MPL Wealth Management Ltd

Eye Internet Ltd

Seven Investment Management

Procentia Ltd

Hymans Robertson LLP

Taylon Industries Ltd

PSG Update General

The next PSG Meeting will be held on 13th November 2013 at Legal & General's offices in London, and, as this is the last meeting of 2013, it will be followed in the evening by the annual PSG Dinner.

Details for the meeting can be found here:

http://www.origoservices.com/OurGroups/ProcessandStandardsGroup(PSG)/Meetings/PSG_2013_11_13.aspx

Standards Update

Auto Enrolment Development

Update:

Origo has published Draft A Standards for Payroll Single Update, and is preparing Draft Final artefacts for the seven new Standards, based on feedback received following their publication at Draft A last month. Additionally, work has been progressed on a Change Request against Contribution Cessation.

Plans for November:

Complete preparation of Draft Final Standards for Payroll Single Update and the seven new Standards; continue work to move Contribution Cessation to Draft Final.

Auto Enrolment Implementation

Update:

The Group again elected to defer a meeting in October in favour of progressing work in the Development project. However, the Group further agreed to re-commence meetings with a call in November.

Plans for November:

Re-start Group calls on 26th November at 10:00am.

Legal Framework Feasibility Study

Update:

A teleconference was held to discuss the Employer's role in the extended Legal Framework with interested SAC members. A short paper was issued to the Feasibility Study Group following this call to review the items raised.

Plans for November:

Feedback on the items raised at the SAC call will be obtained from the Feasibility Group. Following this, the final Feasibility Study Report will be issued to the SAC for agreement on next steps.

Pre-Population Development Phase 2

Update:

Draft Final Data Patterns and supporting documentation have been published.

Plans for November:

Assess demand for a Pre-Population Phase 2 Implementation Group.

Set up an Implementation Group if there is demand.

Risk Rating Factors Research

Update:

A meeting of the Research Group was held on 22nd October as requested by PSG at its September 2013 meeting.

In addition to BMI, 8 further candidate RRFs were discussed.

It was agreed that Research Group members should advise Origo of any further RRFs that should be considered, and that Research Group members should advise Origo of any Change Requests they wish to raise.

Plans for November:

Respond to any further RRFs suggested.

Raise any Change Requests necessary.

Contract Enquiry Multi Contract Research

Update:

First teleconference held on 3rd October.

Discussion Paper (including Technical Considerations) developed and circulated to Group.

One to one discussions held with Group members.

Work started on PDR.

Plans for November:

Continue work on PDR.

Hold teleconference on 6th November.

Contract Enquiry Multi Account Wrap

Update:

Draft Final version of BRD has been drafted and published.

One-to-one discussions on Business and Technical Requirements have been held.

Work on Additional Design Considerations paper is in preparation.

Plans for November:

Complete Additional Design Considerations paper and publish.

Hold teleconference on 7th November.

Two Way New Business Research

Update:

Interviews held with Research Group members and a Discussion Document created with input from the Research Group.

Plans for November:

Publish Discussion Document and hold teleconference with Research Group members to discuss the detail. Continue analysis and commence production of a Problem Definition Report.

Documents Issued in October

Two Way New Business Research Discussion Document

http://origoservices.com/OurGroups/TwoWayNewBusinessResearchGroup(2WNBRG)/Meetings/2WNBRG_2013_11_06.aspx

Contract Enquiry Multi Contract (CEMC) Discussion Paper

http://origoservices.com/OurGroups/CEMultiContractResearchGroup(CEMCRG)/Meetings/CEMCRG_2013_11_06.aspx

Contract Enquiry Multi Account Wrap (CEMAW) Business Requirements Draft Final

Pre-Population Terms of Reference

Pre-Population Scope Paper

Pre-Population Problem Definition Report

Pre-Population Standards Development Business Requirements

Pre-Population Overview

AE Payroll Single Update Business Requirements Document

AE Payroll Single Update Business Requirements Document With Tracked Changes

Standards Issued in October

Auto Enrolment Contribution Cessation Change Request - Issued on 15th October 2013

https://origoservices.com/custompages/DownloadFile.aspx?FileID=6334&Filename=Meetings_AESDWG_2013-10-24_Contribution_Cessation_ChangeRequest.pdf&FileExt=pdf

Pre-Population v2.0 Draft Final - Issued on 31st October 2013

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(Pre-pop)-Overview.pdf

FlexibleIntegrationToolkitOverview.pdf

GenericData.pdf

GenericData.xsd

Illustration.pdf

Illustration.xsd

InvestmentStrategy.pdf

InvestmentStrategy.xsd

MoneyLaunderingCertificate.pdf

MoneyLaunderingCertificate.xsd

PatternDocumentation.pdf

PatternGuidelines.pdf

Pattern_Names.html

Pattern_Names.xml

PersonalFactFind.pdf

PersonalFactFind.xsd

PortfolioSummary.pdf

PortfolioSummary.xsd

ProductFeatures.pdf

ProductFeatures.xsd

PropertyFeatures.pdf

PropertyFeatures.xsd

Remuneration.pdf

Remuneration.xsd

Response.xsd

Patterns-diagram-investment-strategy.jpg

patterns-diagram.jpg

prepop-summary-v2.jpg

Maintain Personal Fact Find v2.0 Draft Final - Issued on 31st October 2013

GetPersonalFactFindRequestMTG.xsd

GetPersonalFactFindRequestSOAP.xsd

GetPersonalFactFindResponseMTG.xsd

GetPersonalFactFindResponseSOAP.xsd

LoadPersonalFactFindRequestMTG.xsd

LoadPersonalFactFindRequestSOAP.xsd

LoadPersonalFactFindResponseMTG.xsd

LoadPersonalFactFindResponseSOAP.xsd

MaintainPersonalFactFind.docx

MaintainPersonalFactFind.pdf

MaintainPersonalFactFind.wsdl

MaintainPersonalFactFindGetRequest.pdf

MaintainPersonalFactFindGetResponse.pdf

MaintainPersonalFactFindLoadRequest.pdf

MaintainPersonalFactFindLoadResponse.pdf

http://origoservices.com/O_StandardDetail.aspx?Standard=Flexible%20Integration%20Toolkit%20(pre-pop)&Version=2.0%20Draft%20Final&Cat=Life%20and%20Pensions

Receive AE Payroll Single Update v1.0 Draft A - Issued on 16th October 2013

ReceiveAESinglePayrollUpdateList.wsdl

ReceiveAESinglePayrollUpdateListCommonLoadRequest.xsd

ReceiveAESinglePayrollUpdateListCSVSpecification.pdf

ReceiveAESinglePayrollUpdateListLoadRequest.pdf

ReceiveAESinglePayrollUpdateListLoadRequestMTG.xsd

ReceiveAESinglePayrollUpdateListLoadRequestSOAP.xsd

ReceiveAESinglePayrollUpdateListLoadResponse.pdf

ReceiveAESinglePayrollUpdateListLoadResponseMTG.xsd

ReceiveAESinglePayrollUpdateListLoadResponseSOAP.xsd

http://origoservices.com/O_StandardDetail.aspx?Standard=Receive%20AE%20Single%20Payroll%20Update%20List&Version=1.0%20Draft%20A&Cat=Life%20and%20Pensions

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