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Standards Updates October 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

The PSG will next meet on 9th November 2017 at Standard Life's offices in the City of London.  The day will include a Focus Session looking at Blockchain and its applications and a Plenary Meeting of the PSG, as well as the Group's annual dinner.

Agendas and input papers are available on the Origo website via the following link:-

http://standardsandgroups.origo.com/OurGroups/ProcessandStandardsGroup(PSG)/Meetings/PSG_2017_11_09.aspx

Full Minutes and other outputs will be published in the same place in due course.

2018 Meeting Dates have been agreed and they are as follows:-

Wednesday, 7th February 2018 - details to be advised

Wednesday, 16th May 2018 - details to be advised

Wednesday, 22nd August 2018 - details to be advised

Wednesday, 7th November 2018 - details to be advised

Standards Update

Medical Underwriting Lists

Update:

Criterion continues to pursue responses to the Waiver of Intellectual Property (IP) letter issued to organisations represented on the Annuity Providers Forum and the Underwriters Forum.  Not all letters have been received and Criterion continues to work with the remaining organisations to obtain the remaining letters.

Plans for November:

Progress the outstanding Waiver of IP letters and once all completed letters are received, start the manage the lists.

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 November:

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

Legal Framework General Data Protection Regulation

Update:

The first drafts of the LF Services Agreements for Provider to Intermediary and also Provider to Third Party Service Provider were issued and reviewed by the Working Group.

Plans for November:

A follow up call will be held to complete the review of the Provider to Third Party Service Provider Agreement.  Hogan Lovells, on behalf of Criterion, will then prepare the second draft Agreements based on the feedback received.

A Call will be scheduled with the Working Group to review the second draft Agreements.

PS 17/12 Research

Update:

Criterion has been holding discussions with interested parties to determine any requirements to amend Origo Standards in light of new FCA regulations around annuity quotes that come into effect at the start of March 2018.

Details of feedback and Criterion's analysis will be documented in an Impact Assessment Report.

Plans for November:

The Impact Assessment Report will be published and a teleconference held to discuss the report, recommendations and next steps.  This is likely to involve changes to the Quotes Annuity Standard, subject to agreement with the Research Group.

Documents Issued in October 2017

Explanatory Note for GDPR Compliance Final - Published on 4th October 2017

Services Agreement PP and Intermediary - Final - Published on 4th October 2017

Services Agreement PP and Third Party Service Provider Final - Published on 4th October 2017

Blockchain Focus Session - Published on 16th October 2017

 

Standards Delivered in October 2017

Contract Enquiry Collective Investments v1.4 Provisional Build 3 - Published on 31st October 2017

CECIVReconciliationRequest.XSD

CECIVReconciliationRequestMCONTENT.XSD

CECIVReconciliationResponse.XSD

CECIVReconciliationResponseMCONTENT.XSD

CECIVReconcilliationRequest.pdf

CECIVReconcilliationResponse.pdf

CECIVValuationRequest.XSD

CECIVValuationRequest.pdf

CECIVValuationRequestMCONTENT.XSD

CECIVValuationResponse.XSD

CECIVValuationResponse.pdf

CECIVValuationResponseMCONTENT.XSD

CE_BusinessErrors.pdf

CE_CIV_Valuation_MIG.doc

CE_CIV_v1.4Provisional_ChangeRequests.html

ContractEnquiryCollectiveInvestmentsValuation_1.4Provisional_Build_3.zip

MetLife_Analysis_CR1100.pdf

OrigoMessageHeader.xsd

xmldsig-core-schema.xsd

Contract Enquiry Bond v2.2 Provisional Build 5 - Published on 26th October 2017

CEBondMultiContractAcknowledgement.pdf

CEBondMultiContractAcknowledgement.xsd

CEBondMultiContractDetailResponse.pdf

CEBondMultiContractDetailResponse.xsd

CEBondMultiContractReferenceResponse.pdf

CEBondMultiContractReferenceResponse.xsd

CEBondMultiContractRequest.pdf

CEBondMultiContractRequest.xsd

CEBondSingleContractDetailResponse.pdf

CEBondSingleContractDetailResponse.xsd

CEBondSingleContractReferenceResponse.pdf

CEBondSingleContractReferenceResponse.xsd

CEBondSingleContractRequest.pdf

CEBondSingleContractRequest.xsd

CE_Bonds_v2.2Provisional_ChangeRequests.html

CE_BusinessErrors.pdf

ContractEnquiryBondsValuation_2.2Provisional_Build_5.zip

MetLife_Analysis_CR1100.pdf

OrigoMessageHeader.xsd

xmldsig-core-schema.xsd

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