| ALL
PRODUCTS |
| |
| 10/1/03 - Trust Lookup: Added lookup by Trust Tax ID Number.
This will display all Trusts that have this Tax ID Number. |
| Programs: Tlr010PopupRules, Tlr010wPopupServlet, tlr010w/enterTrustLookup.jsp |
| 10/3/03 - Cusip Lookup: Added google style search capabilty
for searching phrases in Investment Names. |
| Programs: Tlr310PopupRules, Tlr310wPopupServlet, tlr310w/enterCusipPopup.jsp,
tlr310w/displayCusipPopupSQL.jsp |
| 10/16/03 - Fixed Tax Id editing on Tax Ids with less
than 9 digits. |
| Programs: Conversion |
| 10/23/03 - Changed all lookups to focus the next field
after seleting a field from the lookup popup window. Added
the creation date to the iSeries Print Queue display. |
| Programs: tlr310w/displayCusipLookup.jsp, tlr310w/displayCusipPopupSQL.jsp,
tlr010w/displayTrustLookup.jsp, tlr010w/displayTrustLookupPNC.jsp,
tlr300w/displayClassDescPopup.jsp, tlr290w/displayTranCodePopup.jsp,
tlr500w/displayBeneficiaryLookup.jsp, tlr525w/displayCreditorLookup.jsp,
plr100w/displaySourceLookup.jsp, plr080w/displayParticipantLookup.jsp,
sponsors/displaySponsorLookup.jsp, PrintQueueRules, displayPrintQueue.jsp |
| 10/29/03 - Participant lookup re-written. Now it can
search any portion of participant names (not just the
beginning). We can also lookup by SSN and PIN. This has
replaced the old Participant Directory program. |
| Programs: Plr080PopupRules, Plr080wPopupServlet, plr080w/enterParticipantLookup.jsp,
displayParticipantLookup.jsp, plan1.jsp, java_script.js,
|
| 10/30/03 - Fixed "Attributes not changed"
error message and a bug where only the first report would
be printed when this error was displayed. Don't show job
logs from QEZJOBLOG any more. |
| Programs: PrintQueueRules |
| 11/7/03 - Participant Lookup changed to match on the
beginning of short name instead of matching any portion
of the participan's name |
| Programs: Plr080PopupRules, Plr080wPopupServlet, plr080w/enterParticipantLookup.jsp,
displayParticipantLookup.jsp |
| 11/12/03 - Improved the appearance of Trust Lookup screens. |
| Programs: Tlr010w/All JSPs. |
| 12/3/03 - Fixed a connection dropped problem for iSeries
Print at PNC. Display a better error message if export directories
could not be created. |
| Programs: PrintQueueRules, PrintQueueUpdateServlet |
| |
| TRUST
AND IRA IS |
| |
|
INQUIRY AND REPORTS |
| |
| Cash
Ledger |
10/13/03 - Display check number, status, and paid date
for check transactions where applicable.
NOTE:Remember
to change the hard coded TRCHECKS member. |
| Programs: Tlr250Rules, tlr250w/displayCashLedger |
| 10/16/03 - Fix a bug where bad data would be re-populated
when clicking new request. Synchronize the display to prevent
bad data when the Submit button is clicked multiple times. |
| Programs: Tlr250wTabChangeServlet, tlr250/displayCashLedger.jsp |
| 10/20/03 - Display Trust Type Code. Got rid of erroneous
Principal out of Balance message and now display Beginning
Balance when no transactions are found after the starting
date. |
| Programs: Tlr250Rules, tlr250/displayCashLedger.jsp |
| |
| Investment
Ledger |
| 10/17/03 - Fixed a 500 error when no transaction history
was found after the starting date. Retain Tan and Starting
Date when clicking New Request. |
| Programs: Tlr260Rules, Tlr260wTabChangeServlet |
| 10/23/03 - Fixed a bug where out of balance flags weren't
getting cleared so future requests would show out of balance
even if they weren't. |
| Programs: Tlr260Rules |
| |
| Investment
Inventory |
| 10/21/03 - Larger font on display screen. |
| Programs: displayInvestmentInventory.jsp. |
| 10/23/03 - Fixed a bug where cusips containing an &
character would cause the Detail link not to work. |
| Programs: displayInvestmentInventory.jsp. |
| 12/1/03 - Changed the report version to include assets
if they have either a book value or units when the "include
zero balance option" is not checked. |
| Programs" TLR110 (RPG). |
| |
| Holders
by Asset |
| 10/17/03 - Display better error messages when no holders
are found. |
| Programs: Tlr320Rules |
| |
| Trust
Index |
| 10/7/03 - Stop when a the number of records has reached
2000 in display mode. |
| Programs: tlr110w/displayTrustIndex.jsp |
| |
| Personal
and EBT Trust Statements |
| 9/22/03 - Enhanced Help Text |
| Programs: TLR610wHelpPersonalTrustStatements.html, TLR610wHelpPersonalTrustMap.html. |
| 9/26/03 - Corrected spelling errors and template format
for both the Personal and EBT Trancode Maps. |
| Programs: Tlr600w/confirmAdd, confirmChange and confirmDelete.jsp's,
Tlr610w/changeAdd, confirmChange and confirmDelete.jsp's. |
| 10/17/03 - Added a cancel button to add, change, and delete
screens. Corrected spelling errors in Add Transaction Code
Map. |
| Programs: Tlr600w/confirmAdd, confirmChange and confirmDelete.jsp's |
| |
| DEPARTMENTAL
REPORTS |
| |
| Detail
Trial Balance |
| 10/16/03 - Added Trade, Settlement or Process Date option
and updated help text. |
| Programs: Tlr020w/All JSPs, Tlr020wServlet, TLR020JCL
(program call), TLR020 (RPGLE), TLR020JCL and TLR020JQ (CLP). |
| |
| Transactions
for A Selected Date |
| 10/7/03 - Fixed a Decimal Data Error on Tran Codes with
less than 3 digits. Added Tran Code and Class Lookups. Added
auto advance to fields. Change heading Text. |
| Programs: Tlr215wServlet, Tlr215w/enterTransactionForSpecifiedDate.jsp |
| 11/14/03 - Fixed a Decimal Data error when using a Trustee
ID. |
| Programs: Tlr215wServlet |
| |
| Check
Reconciliation |
| 10/13/03 - Added Check History Report option to the Check
History screen. Revised Process Bank File option to get
the Program Number from the Installation Parameters Record. |
| Programs: Tlr560w/All JSPs, Tlr960w.enterChangeInstallation.jsp,
Tlr560Rules, ImportRules, Tlr560wServlet, Tlr560wTabChangeServlet,
Tlr570wBankFileServlet, MATRIXRFormat, MATRIX (DDS), TLR560J
(Program Call), TLR560J (RPGLE), ETC570CL(Program Call),
ETC570CL (CLP) |
| 10/21/03: Added selection of Outstanding checks on the
report option to accept either blank or "O". Checks
written in A/P are blank. Checks added with Check File Maintenance
are "O" |
| Programs: Tlr560J RPGLE). |
| |
| IRS
1099 Form Processing |
| 12/3/03: Repaired problem with incorrect Library name
when trying to create the file TLR150PF. |
| Programs: TLR150JQ (CLP). |
| |
| IRA
5498 Processing |
| 10/15/03 - Fixed a NullPointerException. |
| Programs: Ira094wServlet |
| |
| RECORD
ENTRY |
| |
| Trust
Master Record |
| 10/15/03 - Fixed a CPF5149 message when trying to add
or change a Trust Type. |
| Programs: Tlr000wTrustTypeLookupServlet, trustType.jsp |
| 10/16/03 - On Investment Rules, trim the Investment Officer
and User Defined fields so that you don't have to backspace
to type in them. Also fixed a problem when choosing Accounting
Methods would get mixed up. Changed verbage on Participant
Fee Schedule. |
| Programs: Tlr000Rules, personalInvestment.jsp, ebtFeeSchedule.jsp |
| 10/21/03 - In Fee Master screen, Save Principal or Income
field even when Charge isn't selected. |
| Programs: Tlr000Rules, feeMaster.jsp |
| 11/12/03 - Changed the Delete function to check for any
AIR records as well as zero cash balances before deleting
all Trust Master Records. |
| Programs: Tlr000Rules, Tlr000wServlet. |
| 11/13/03 - Repaired various problems with switching between
Vesting Rules and Vesting Schedule selections. |
| Programs: Tlr000Rules, Tlr000wPopulateEBTServlet, Tlr000wUpdateEbtServlet,
ebtVest.jsp, ebtVest2.jsp, ebtVestingSchedule.jsp. |
| 11/17/03 - Added update of Source Vesting Eligible flag
in the Source Rules after a new schedule is attached and
updated the help text. |
| Programs: Tlr000Rules, HelpVestingRules.html, HelpVestingRules2.html. |
| |
| Investment
Catalog Record |
| 9/3/03 - Corrected problems with adding additional description
lines found by PNC. |
| Programs: Tlr300w/All JSPs, Tlr300wAdditionalDescriptionServlet. |
| 9/22/03 - Fix a bug where Additional Description lines
popup would not work if there was a % in description line
1 or 2. |
| Programs: displayInvestmentCatalogRecords.jsp |
| 9/23/03 - Additional Description lines popup will now
focus the first empty line. |
| Programs: viewAdditionalDesc.jsp |
| 10/2/03 - Increased the size of the Additional Description
Line Popup Screen. |
| Programs: Tlr300w/displayInvestmentCatalogRecords.jsp,
viewAdditionalDescriptions.jsp. |
| 10/15/03 - Copy Sponsor Number when doing a pattern copy.
Fix Additional Descriptions popup to accept all characters. |
| Programs: Tlr300wServlet, Tlr300Rules, tlr300w/viewAdditionalDesc.jsp,
displayInvestmentCatalogRecords.jsp |
| 12/30/03 - Fix javascript errors in auto advance code. |
| Programs: displayInvestmentCatalogRecords.jsp |
| |
| Account
Investment Records |
| 10/16/03: Display more catalog and trust information in
add mode. Retain mode and tan when clicking new request.
Improve the air record display screen. Default prices to
$1 in add mode. |
| Programs: Tlr100wServlet, Tlr100wTabChangeServlet, Tlr100wConfirmServlet,
displayAccountInvestmentRecords.jsp, displayAccountInvestmentRecordsChange.jsp |
| 10/22/03: Fix a 500 error when going straight to Location
Codes tab, then clicking the Air Records tab. |
| Programs: Tlr100wTabChangeServlet |
| |
| Sweep
Account Records |
| 10/21/03: Corrected problem with not updating Class Code
when new AIR Records are added. |
| Programs: Tlr400Rules. |
| |
| Trust
Transaction Entry |
| 9/23/03 - Description Line screens now focus the first
empty line. |
| Programs: enterTrustTransactionsDescriptions.jsp, enterTrustTransactionsMoreDescriptions.jsp |
| 9/30/03 - Don't allow blank units/shares with a TC 31.
This fixes a java.lang.NumberFormatException: emptyString
error. |
| Programs: Tlr200Rules |
| 10/7/03 - Added Auto Duplication of the Units/Shares field.
Fixed a bug where Auto Duped Description Lines would not
include the Tran Code and Cusip Descriptions. Display an
error message if the Transaction Amount has more than 2
decimal places. |
| Programs: Tlr200wServlet, Tlr200wChangeServlet, Tlr200wAutoDuplicateServlet,
Tlr200Rules, tlr200w/enterTrustTransactionsDescriptions.jsp,
autoDuplicateTrustTransactions.jsp |
| 10/10/03 - Added Memo Pad tab to Enter Transaction Screen
and changed Edit/Post options to allow both. |
| Programs: Tlr200w/All JSPs, Tlr200Rules, Tlr200wTabChangeServlet,
Tlr200wMemoServlet, Tlr200wEditOrPostServlet, Tlr200wPostServlet
(Eliminated), TLR220JJQ (CLP). |
| 10/14/03 - Fix a 500 errors in review mode when encountering
bad transactions (bad cusip, no AIR, etc.) These transactions
will just not get posted. Fix the problem with creating
naked transactions. Put memo pad tab on description line
screen. |
| Programs: Tlr200wTabChangeServlet, Tlr200wMemoServlet,
Tlr200Rules, enterTrustTransactions.jsp, enterTrustTransactionsDescriptions.jsp,
memoRecords.jsp |
| 10/17/03 - Move change in amount and change in units lines
down. |
| Programs: enterTrustTransactionsDescriptions.jsp |
| 10/21/03 - Display descriptions of auto duped Tan, Cusip,
and Tran Code on 1st enter screen. Default prices to $1.00
on created AIR Records. |
| Programs: Tlr200Rules, Tlr200wAutoDuplicateServlet, enterTrustTransactions.jsp |
| 11/18/03 - Removed optional fields popup window from the
enter screen. Now optional fields must be selected from
the Auto Duplicate screen. They will then appear on the
main enter screen. Fixed a bug where fields would be carried
over from change mode. |
| Programs: Tlr200Rules, Tlr200wAutoDuplicateServlet, enterTrustTransactions.jsp,
changeTrustTransactions.jsp, autoDuplicateTrustTransactions.jsp,
enterTrustTrasactionsDescriptions.jsp |
| 12/26/03 - Repaired problems with maximum age calculation
for IRA's and changed the telephone number edit to include
a blank between area code and phone number. |
| Programs: Tlr200Rules, Conversion.editPhone() and SR0010(). |
| |
| Transaction
Code Review |
| 9/22/03 - Moved to System Maintenance Menu. See below. |
| |
| Creditor
Records |
| 10/16/03 - Cleaned up screens and corrected ACH display. |
| Programs: Tlr525w/All JSPs |
| |
| Beneficiary
Records |
| 10/16/03 - Cleaned up screens and corrected ACH display. |
| Programs: Tlr500w/All JSPs |
| |
| RECORD
UPDATE |
| |
| Delete
Trust Transactions |
| 9/18/03 - Added the functionality in Global Delete to
filter Principal or Income transactions. Fixed a problem
where Starting and Ending dates would be carried over between
requests. This caused "No transactions found"
messages to be displayed even when transactions existed.
Also fixed a 500 error in Global Delete. |
| Programs: Tlr230Rules, Tlr230wServlet, Tlr230wGlobalDeleteUpdateServlet,
Tlr230wGlobalDeleteServlet, Tlr230wServlet, globalDeleteTransactions.jsp |
| 10/10/03 - Fixed closing of description lines popup window
in Netscape. |
| Programs: Tlr230wDescLinesUpdateServlet, close.jsp |
| 10/21/03 - Retain trust number when New Request is clicked. |
| Programs: Tlr230wTabChangeServlet |
| 11/20/03 - Added the ability to select multiple transactions
for change. |
| Programs: Tlr230Rules, Tlr230wUpdateServlet, Tlr230wDescLinesServlet,
Tlr230wDescLinesUpdateServlet, Tlr230wChangeRecordServlet,
tlr230w/changeTransactions.jsp, displayTransactions.jsp |
| 11/25/03 - Fixed a bug that was introduced in the 11/20/03
changes where the wrong transaction would be updated if
you selected a tran code or a cusip on the first screen. |
| Programs: Tlr230Rules, Tlr230wServlet, Tlr230wChangeRecordServlet |
| 12/16/03 - Fixed a bug when reviewing deleted transactions
where a transaction from the wrong trust would be displayed
if no deleted transactions were found. |
| Programs: Tlr230Rules, displayDeletedTransactions.jsp |
| |
| Accounts
Payable |
| 10/4/03 - Corrected problem with files not opening (symtom
is Trust Number not found) when going to Add Payees Tab
directly. |
| Programs: Tlr540Rules, Tlr530wTabChangeServlet. |
| 10/5/03 - Added page break option for combined totals
or break by Trustee ID# and Dept#. |
| Programs: Tlr540Rules, Tlr530wServlet, TLR530JCL (program
call), TLR530CL and TLR530JCL (CLP), TLR530 (RPGLE). |
| 10/10/03 - Added Tran Code Lookup Tab to Unscheduled Payables
and added the upper case description option using TRPARMS.
Added new indicators for PENAM3 and PEADR2 selection and
expanded size of description lines from 4 to 9 for printing
on the checks. |
| Programs: TLR550 (RPGLE), Tlr540w/addPayee.jsp, Tlr540Rules,
Tlr540wAddNewPayablesServlet, Tlr540wChangePayables1Servlet. |
| 10/14/03 - Numerous cosmetic changes to JSPs and corrected
Tab Change null pointers. |
| Programs: Tlr530w/All JSP's, Tlr530wAddNewPayablesServlet. |
| 10/15/03 - Added a separate report for error conditions
on the Scheduled Accounts Payable Report in order to remove
them from the totals on the OK check report. |
| Programs: TLR530 (RPGLE) |
| 10/22/03 - Added the ability to uncheck the change or
delete radiobuttons by double clicking them on the Change
Review Accounts Payable screen. |
| Programs: tlr530w/reviewAccountsPayable.jsp, java_script.js |
| 10/23/03 - Repaired problem with overdraft message
in change mode. Added PDATE check to remove any cash that
has been postdated. Also restructured the rules to try
and avoid record locks. |
| Programs: Tlr530w/miscellaneousPayeeScreen.jsp, Tlr540Rules,
Tlr540wChangePayables1Servlet. |
| 10/27/03 - Repaired closing of file TRCRS and added file
closure when requesting checks. |
| Programs: Tlr530wTabChangeServlet, Tlr540Rules. |
| 11/2/03 - Repaired update of transaction code for new
Beneficiary and Creditor records. Corrected several errors
with beneficiary payments and added new help text. |
| Programs: Tlr530w/All JSPs, Tlr540Rules, Tlr530TabChangeServlet,
Tlr540AddNewPayablesServlet. |
| 11/5/03 - Fixed a sequencing problem with records by using
24 hour time instead of 12 hour time for PTIME in keys. |
| Programs: Tlr540Rules |
| 11/7/03 - Added new option to print checks in "Entry"
or "Payee" sequence. |
| Programs: Tlr530w/enterCheckProcessing.jsp, Tlr530w/HelpCheckProcessing.html,
TLR530JCL (Java), TLR530JCL (CLP), Tlr550wCheckProcessingServlet,
TLR550A and TLR550B (RPGLE). |
| 12/27/03 - Added logic to adjust cash balance to the payment
date to avoid picking up cash for non-settled items. |
| Programs: TLR530 (RPGLE). |
| 12/28/03 - Do not update Creditor last payment amount
unless the payment frequency is "U" or the Payment
Code is "U". |
| Programs: TLR550P (RPGLE). |
| |
| Price
the Investment Catalog |
| 9/18/03 - Now we focus the first new price date field. |
| Programs: displayPriceInvestmentCatalog.jsp |
| 10/17/03 - Update catalog record with the latest price
and price date when adding or changing the price table.
Also check the price table box in the catalog record. |
| Programs: Tlr330Rules. |
| 11/3/03 - Added 2nd line of investment name to the screen
for bonds with multiple maturity dates. |
| Programs: enterPriceInvestmentCatalog.jsp, displayPriceInvestmentCatalog.jsp. |
| 11/21/03 - Fixed a bug where no prices would be displayed
if using a ticker or if there was whitespace at the end
of a cusip. |
| Programs: Tlr330Rules, Tlr330wServlet |
| |
| Trust
Fee Processing |
| 10/21/03 - Corrected redisplay of screen in Fee Remittance.
Cleanup and speeded up the code and revised help text. Corrected
Fee Billing to right justify trancodes entered as 2 digit
codes. |
| Programs: Tlr730w/All JSPs, Tlr720wServlet, Tlr730Rules,
Tlr730wServlet. |
| |
| SYSTEM
MAINTENANCE |
| |
| Automated
Pricing |
| 11/3/03 - Corrected problem with IDC prices with more
than 2 decimal places. |
| Programs: TLR335D (RPGLE). |
| |
| Transaction
Code Review |
| 9/22/03 - Restructured the program improving speed and
changed the mode to default to "Change". Added
new help text. Added color change to rows in the Tran Code
Lookup tab. |
| Programs: trust3.jsp, trust5.jsp, Trust3RecordEntryServlet,
Trust5SystemMaintenainServlet, Tlr290Rules, Tlr290PopupRules,
Tlr290/All Servlets, Tlr290w/All JSPs. |
| |
PLAN
IS |
| |
| INQUIRY
AND REPORTS |
| |
| Participant
Directory |
| 10/29/03 - This program has been removed and replaced
with the improved Participant Lookup Popup. |
| Programs: *** All Removed: Plr080Rules, Plr080wServlet,
enterParticipantDirectory.jsp, displayParticipantDirectory.jsp |
| |
| Participant
Account History |
| 10/23/03 - Change Detail launching to prevent errors when
cusip contains & or other special characters. |
| Programs: position.jsp, positonBySource.jsp, balanceBySource.jsp |
| |
| Discrimination
Tests |
| 10/22/03 - Changed TDATE selection option to not compute
market value on "Intransit" accruals for the Top
Heavy Test. |
| Programs: PLR175B and PLR175C (RPGLE). |
| 10/23/03 - Added new option to allow or not allow Catchup
Contributions for the 401(k) test. Added new option to check
the maximum deferral percentage in the Allocation Rules
and if there is an excess, treat it according to the Catchup
rules. |
| Programs: Tlr000w/ebtAllocation.jsp (changed rollover
to catchup), PLR160PF (DDS) which requires a change physical
file, Plr160RFormat, Plr160Rules, PLR160 and PLR170 (RPGLE),
TRUSTAS (DDS). |
| 11/30/03 - Corrected problems with Controlled Groups in
the Average Benefit Test. |
| Programs: PLR165. |
| 12/1/03 - Changed Term Test to exclude if termed before
the determination year and changed add-back rule to 1 year
for separation from service, 5 for other distributions. |
| Programs: PLR175B (RPGLE). |
| |
| Census
Data Report |
| 9/6/03 and 9/18/03 - Completely restructured for Historical
Compensation. Includes new help text. |
| Programs: Plr020w/All JSPs, Plr020wCensusDataReportServlet.
Plr020wServlet (eliminated), as400.PG.PLR020JCL, Plan1InquiryReportServlet,
Plr160Rules, PLR020JCL (CLP), PLR020J (RPGLE). |
| |
| Participant
Statements |
| 9/2/03 - Corrected "FV" in the Transaction Code
Map program. Forfeiture selection was not working. Also
added new help text. Added numeric editing and date checking
to the request screen. |
| Programs: Plr600w/enterCodeMap.jsp and HelpCodeMap.html,
Plr600wServlet. |
| 10/22/03 - Changed the "Intransit" test to include
a ticket that is posted on the start date as part of the
beginning balance. Also repaired redisplay of trade, settlement,
process date dropdown menu to display what was selected. |
| Programs: PLR110 (RPG), Plr600w/enterParticipantStatements.jsp. |
| |
| DEPARTMENTAL
REPORTS |
| |
| Required
Minimum Distributions (RMDs) |
| 11/28/03 - Repaired the Start Date and Testyear for the
December 31 program. |
| Programs: PLR060B (RPGLE). |
| |
| Auditing
Reports |
| 12/3/03 - Added Eligibility Code to Summary Audit Report
output file (PLR660PF). |
| Programs: PLR660RFormat, PLR660 (RPGLE), PLR660PF (DDS) |
| |
| RECORD
ENTRY |
| |
| Participant
Information Records |
| 9/25/03 - Added new eligibility codes for Beneficiary,
Military and QDRO Recipients. |
| Programs: Plr000w/displayParticipantInfo1.jsp. |
| |
| Participant
Transaction Entry |
| 9/16/03 - Fixed auto advance to allow Shift+TAB to go
to the previous field when it is full. |
| Programs: enterTransaction.jsp |
| |
| Benefit
Payment Records |
| 9/25/03 - Added Annuity Benefit Payment Type Codes for
TPC. |
| Programs: Plr400w/select.jsp. |
| 12/14/03 - Added mandatory state withholding and new file
with state percentages. |
| Programs: Plr400Rules, Plr400ProcessPaymentScreen1Servlet,
Plr400RecalculateServlet, Plr400SelectServlet, Plr400w/All
JSPs, STATETAXFormat, STATETAXS (DDS and Actual Data File),
PLR450K (RPGLE). |
| |
| Participant
Distributions |
| 12/15/03 - Add mandatory state withholding and new file
with state percentages |
| Programs: (See above 12/14/03), Plr450w/All JSP's, Plr450Rules,
Plr450DisplayBenefitPaymentRecord1Servlet, Plr450DisplayBenefitPaymentRecord2Servlet,
Plr450SelectInvestmentsServlet, STATETAXFormat and STATETAXS
(DDS and Actual Data File). |
| 12/16/03 - Corrected a problem with deleting the wrong
forfeiture transactions when cancelling a distribution. |
| Programs: Plr450Rules. |
| |
| RECORD
UPDATE |
| |
| Update
Salary and Hours of Service |
| 9/20/03 - Added Eligibility Code Omit Menu, individual
selection by PIN or SSN, improved readability on the display
and rebuild the Copy Function to allow copy to the same
Trust with different salary dates. |
| Programs: Plr010w/All JSPs, Plr010Rules, Plr010wTabChangeServlet,
Plr010wUpdateServlet, PLR010JCL (Class), PLR010JCL (CLP)
and PLR010K (RPGLE). |
| 12/19/03 - Fixed a 500 error when using the Sumarize option. |
| Programs: Plr010Rules |
| |
| Update
Vesting |
| 11/24/03 - Changed the Historical Salary program to include
all hours in the year of termination. Vesting update using
Salary 1 or 2 without historical salary can not determine
vesting if the Term Date is prior to the As Of date. |
| Programs: PLR150A (RPGLE). |
| |
| Directed
Account Salary Allocation. |
| 9/25/03 - Fixed auto advance to allow Shift+TAB to go
to the previous field when it is full. |
| Programs: directedAccountSalaryAllocation.jsp |
| 11/19/03 - Enhanced the help text. |
| Programs: HelpSalaryAllocation.html |
| 12/22/03 - Restored Historical CBR logic in order to support
current or prior date percentage allocations. CBR population
used current record only which caused problems with putting
in postdated new elections. Also repaired a problem with
PAN records not found when trying to use the PAN record
percentage allocation formula. |
| Programs: PLR045A and PLR045C (RPGLE). |
| |
| Gain/Loss
Allocations |
| 9/2/03 - Changed all Date editing to validate month, day
and year instead of numeric only. Corrected problem with
reinvestment Cusip# not changing for multiple gain/loss
selections. |
| Programs: Plr260wCallJCLServlet, Plr260wServlet. |
| 9/19/03 - Fix a bug in the Income Table JSP where "onkeyup"
would end up in the date fields. |
| Programs: enterAccrualIncome.jsp |
| |
| Participant
Transfers |
| 9/17/03 - Changed the default on the Posting Screen to
"All Transfers". |
| Programs: Plr370w/postingOptions.jsp and HelpPostingOptions.html,
Plr370wTabChangeServlet. |
| 9/19/03 - Added Review by specific Transfer Type for NTCA. |
| Programs: Plr370w/All JSPs, Plr370Rules, Plr370wPostingOptionsServlet,
Plr370wReviewTransfersServlet, Plr370wTabChangeServlet.
|
| 10/2/03 - Corrected error about missing file PLR370TA.
This was phased out in 1999. |
| Programs: PLR370R3 (RPG). |
| |
| Payroll
and Loan Processing |
| 9/16/03 - Speed greatly improved for large payrolls. Changed
font and row height to make the display more readable. Added
Tooltips when you hover your mouse over payroll fields that
display the participant name and SSN to make it easy to
figure out which field corresponds to a participant (IE
only). |
| Programs: plr300w/displayPayroll.jsp |
| 10/24/03 - Totals popup has been removed from the payroll
display screen. Now we update the total fields at the bottom
of the page automatically. |
| Programs: plr300w/displayPayroll.jsp ***removed totalPopup.jsp |
| 10/28/03 - Added Grand Total and Loan Total. |
| Programs: plr300w/displayPayroll.jsp |
| 11/4/03 - Display blanks instead of zeros for amounts
when you clear a source. |
| Programs: plr300w/displayPayroll.jsp |
| 12/1/03 - Importing payroll data now allocates amounts
to funds in CBR records. |
| Programs: ImportRules, Plr300wCBDServlet |
| |
| Change
Investment Elections |
| 9/25/03 - Added Employer and Employee Trust Level Fixed
Percentages to the display screen for NTCA. |
| Programs: Plr315w/changeContributionPercentages.jsp, Plr315Rules. |
| 10/9/03 - Corrected problem with failure to populate SSN,
DEPTNO and SHORT name for new CBR Records. Sent to NTCA. |
| Programs: Plr315Rules. |
| 10/31/03 - Corrected problem with changing historical
elections. |
| Programs: Plr315w/changeInvestmentElections.jsp, Plr315Rules. |
| |
| Participant
Fees |
| 9/23/03 - Corrected typo in the OVRDBF statement for Trust
Transactions. They were going to MEMBER *FIRST by mistake. |
| Programs: PLR140CL and PLR140JCL. |
| |
| Delete/Change
Transactions |
| 10/21/03 - Fixed adjusting of pan records when changing
sources. |
| Programs: Plr230Rules |
| |
| TRADING
SYSTEM |
| |
| New
Trades |
| 10/31/03 - Repaired "Reprocess"
option and added special Loan Payment procedure for NTCA. |
| Programs: PLR800 (RPG), PLR800TJCL (CLP). |
| |
| Confirmations |
| 10/24/03 - Repaired problem with crediting
participant fee payments when there are multiple payments
on the same day. |
| Programs: PLR870C (RPG). |
| 10/29/03 - Fixed a ClassCastException when
deposit ticket is required. |
| Programs: Plr860wEnterTradeConfirmationsServlet |
| |
| File
Maintenance |
| 10/20/03 - Repaired failure to close files
when the total number of rows is divisable by 6. |
| Programs: Plr880aRules. |
| |
| SYSTEM
MAINTENANCE |
| |
| Reset
or Delete Accounts |
| 9/25/03 - Corrected problem with error message about missing
TAN. |
| Programs: Plr295wServlet. |
| |
If
you have any questions while reviewing our website, please use our typewriter
and send e-mail to swhittle@expertplan.com
