| ALL
PRODUCTS |
| |
| 6/23/05: Support iSeries QPWDLVL 2 and 3 by allowing
passwords length of up to 128 characters. |
| Programs: trustLogin.jsp, trustLogin2.jsp, trustLoginLibrary.jsp,
changePassword.jsp, passwordExpired.jsp |
| |
| iSeries
Password |
| 5/16/05: Fix problems where some options would not work
unless the user logged out and logged back in. Fixed a
500 error when changing an expired password |
| Programs: ChangeIseriesPasswordServlet |
| |
| iSeries
Print |
| 8/17/05: Improved report export. |
| Programs: TextFileDownloadServlet, PrintQueueExportFileServlet,.
displayPrintQueue.jsp |
| |
| Participant
Lookup |
| 8/24/05: Display a friendlier message if non-numeric
characters are typed in for the TAN or PIN/SSN fields. |
| Programs: Plr080wPopupServlet |
| |
| |
|
TRUST
AND IRA IS
|
| |
|
INQUIRY
AND REPORTS
|
| |
| Investment
Inventory |
| 8/5/05 - Synchronized to fix a 500 error if the user
double clicks the submit button. |
| Programs: displayInvestmentInventory.jsp |
| |
| Holders
By Asset |
| 6/28/05 - Cleaned up the display appearance and repaired
a problem with editing of an As Of Date. Sent to WTSB. |
| Programs: Tlr320w/All JSPs, Tlr320Rules, Tlr320wServlet. |
| |
| DEPARTMENTAL
REPORTS |
| |
| Check
Reconciliation |
| 8/17/05 - Improved file downloads. |
| Programs: TextFileDownloadServlet, Tlr560wServlet, checkFileHistory.jsp |
| |
| 1099B,
1099D, and 1099I Report |
| 8/17/05 - Improved file downloads. |
| Programs: TextFileDownloadServlet, Tlr090wServlet, enterAgencyAccount.jsp |
| |
| IRA
Form 1099R Report |
| 8/17/05 - Improved file downloads. |
| Programs: TextFileDownloadServlet, Ira090wServlet, enterIrsForm1099r.jsp |
| |
| 5498
Reporting |
| 5/18/05 - Added capability for recharacterizations in
SEPs. |
| Programs: IRA094 (RPGLE). |
| 8/17/05 - Improved file downloads |
| Programs: TextFileDownloadServlet, Ira094wServlet, enterIrsForm5498.jsp |
| |
| Transaction
Advices |
| 7/21/05 - Changed to print the par or share value of
the holding when the transaction does not have any amount
or shares (ie. a memo entry). This was requested by RGP
Bank. |
| Programs: TLR810B (RPG). |
| |
| IRA
Attained Age and RMD Reports |
| 8/17/05 - Improved file downloads. |
| Programs: TextFileDownloadServlet, Ira070wAttainedAgeServlet,
Ira070wMissingBirthDateReportServlet, Ira070wRMDsAprilReportServlet,
Ira070wRMDsDecemberReportServlet, Ira070wMailMergeServlet,
attainedAgeReport.jsp, missingBirthdateReport.jsp, RMDs4-1Report.jsp,
RMDs12-31Report.jsp, mailMerge.jsp |
| 8/26/05 - Fixed an error message when clicking the December
RMD button when calculating the RMD for a new account.
Display a warning message when calculating a new account
if the person is under 70 1/2. |
| Programs: Ira070Rules, Ira070wComputeRMDProposedServlet |
| |
| RECORD
ENTRY |
| |
| Trust
Master Record |
| 7/29/05 - Corrected problem found when using years and
months for age requirement in vesting rules. |
| Programs: Tlr000Rules. |
| 8/30/05 - Added Tiered Percentage of Compensation as
an option on Allocation Rules. |
| Programs: Tlr000Rules, tlr000w/ebtAllocation2.jsp |
| |
| Investment
Catalog Record |
| 5/6/05 - Added the ability to insert new additional
descricption lines between existing lines. |
| Programs: displayInvestmentCatalogRecords.jsp, viewAdditionalDesc.jsp,
/images/plus.gif, /images/minus.gif |
| |
| Strategy
Trading Portfolio |
| 8/19/05 - Fixed a "Lengh is not valid" error message
if too many characters were entered for the strategy name. |
| Programs: updateStrategyTradingRecords.jsp |
| |
| |
| RECORD
UPDATE |
| |
| |
| SYSTEM
MAINTENANCE |
| |
| Automated
Pricing |
| 5/10/05 - Added total good price count to the report. |
| Programs: TLR335D (RPGLE). |
| |
PLAN
IS
|
| |
| INQUIRY
AND REPORTS |
| |
| Participant
Account History |
| 8/1/05 - Improved speed of Balance by Source
when using market value. Show unit precision to number
of decimal sepecified in the catalog record in Current
Positions Detail and Positions by Source detail. |
| Programs: Plr250Rules, Plr250DetailRules |
| |
| Participant
Loan Analysis |
| 5/24/05 - Corrected problem that caused hardship
available to exceed vested account balance. |
| Programs: PLR240 (RPG). |
| |
| Census
DataReport |
| 8/17/05 - Census Import - Improved file downloads.
Fixed a 500 error after running a Census Export with comp.
Prevent potential problems with multiple users running
a census export at the same time. |
| Programs: TextFileDownloadServlet, BinaryFileDownloadServlet,
CensusImportRules, CensusExportServlet, CensusExportCompServlet,
CensusImportTabChangeServlet,
CensusImportLayoutServlet, updateLayout.jsp, enterCensusExport.jsp |
| |
| Discrimination
Testing |
| 6/14/05 - Corrected tab keys on the main
request screen. |
| Programs: discriminationTestingMenu.jsp |
| |
| Participant
Trial Balance |
| 5/11/05 - Added time and specific source
selection to heading. |
| Programs: PLR120 (RPGLE). |
| |
| Form
5500 Report |
| 8/17/05 - Improved file downloads. |
| Programs: TextFileDownloadServlet, Tlr650wCreateFileServlet,
downloadFile.jsp |
| |
| DEPARTMENTAL
REPORTS |
| |
| Price
Correction |
| 5/16/05 - Added multiple date capability
when correcting prices. |
| Programs: Plr290w/JSP folder, Plr290wServlet,
PLR290JCL.java, PLR290JCL (CLP), PLR290A and PLR290B (RPGLE). |
| |
| Auditing
Reports |
| 8/17/05 - Improved file downloads |
| Programs: TextFileDownloadServlet, Plr350wTabChangeServlet,
Plr660wServlet, Plr430wServlet, enterParticipantLoanDelinquencyReport.jsp,
participantTotalAccountBalances.jsp, inactivityReport.jsp |
| |
| 1099-R
Processing |
| 7/6/05 - Changed program to bypass all payments
with blank distribution codes. |
| Programs: PLR490 (RPGLE). |
| 8/17/05 - Improved file downloads. |
| Programs: TextFileDownloadServlet, Plr490wServlet,
enterIrsFormProcessing.jsp |
| |
| Participant
Labels |
| 8/17/05 - Improved file downloads. |
| Programs: TextFileDownloadServlet, ParticipantLabelsServlet,
participantLabels.jsp |
| |
| RECORD
ENTRY |
| |
| Participant
Information Record |
| 8/1/05 - Fixed a 500 error in Compensation History by
not displaying invalid comp for future years. |
| Programs: Plr000Rules |
| |
| Participant
Transactions |
| 7/29/05 - Corrected problem with name carryover when
the PIN Record was not found. |
| Programs: PLR210 (RPGLE). |
| 8/16/05 - Fixed a problem where the Global Delete clear
option would clear the member from the wrong TRPTRANS file
if
the user
had a CUR library entry in their library list and it had
the
file
TRPTRANS. Repaired Global Delete in batch mode. |
| Programs: Plr200wGlobalDeleteServlet, PLR200JG (RPGLE),
PLR200GJCL, PLR200GJQ (CLP). |
| |
| Participant
Account Records |
| 5/19/05 - Cleaned up appearance of the screens and updated
help text. |
| Programs: Plr100w/All JSPs, tsc.rules.lookupECodeDescription. |
| |
| Benefit
Payment Records |
| 6/20/05 - Added new Lump Sum Distribution column to the
Benefit Payment Description file. This triggers whether
the pay all checkbox or the payment amount text box shows
up when doing distributions. Also see below. |
| Programs: Plr400w/paymentDescriptions.jsp, Plr400Rules,
Plr400BendsServlet, Plr400TabChangeServlet. |
| 7/5/05 - Added support for blank Distribution Code, if
the Benefit Description Table has no default distribution
code and the "use age to determine box" is not checked. |
| Programs: Plr400Rules, Plr400ProcessPaymentScreen1Servlet,
PLR410J (RPGLE). |
| 7/28/05 - Added After Tax Employee Contributions to Benefit
Payment History. Previously the system did not support
multiple distributions of after tax money in the same tax
year. |
| Programs: Plr400w/select.jsp, displayBenefitPaymentRecord2.jsp,
selectHistory.jsp, displayHistory.jsp, Plr400Rules, TRBHISFormat,
Plr400ProcessHistoryServlet,
Plr400ProcessSelectedHistoryServlet, PLANIS (DDS), TRBHISS
(DDS). A CHGPF is required for TRBHISS. Also see
Participant Distributions below. |
| |
| Participant
Distributions |
| 6/15/05 - Added "Add Back" previous distributions
for partially vested accounts. |
| Programs: Plr450w/All JSPs, Plr450Rules. |
| 6/16/05 and 6/27/05 - Modified the Benefit Payment Description
File (TRBENDS) to include a flag to denote the type as
a lump
sum. This eliminates the hardcoded "SS" type
as the only benefit payment type that allows lump sum distributions.
Also see above. |
| Programs: Plr450w/selectInvestments.jsp, TRBENDFormat.java,
Plr450Rules, Plr450DistributionRequestServlet, Plr450DistributionsAlreadyProcessedServlet,
Plr450ProcessSelectedInvestmentsServlet, TRBENDS (DDS).
Requires a CHGPF and recompile of PLR410J, PLR440A and
PLR440B (RPGLE).
Note:
PLR440B
is
a new LE
program. |
| 6/16/05 - Changed to allow a Blank Distribution Code
for payment types like "NR". |
| Programs: Plr450w/summaryDistribution.jsp, Plr450DisplayBenefitPaymentRecord1Servlet. |
| 6/28/05 - Changed Already Traded Report options to use
information from custom benefit description file. |
| Programs: pendingDistributionReport.jsp, PLR450P (RPGLE). |
| 7/28/05 - Added After Tax Employee Contributions to Benefit
Payment History. Previously the system did not support
multiple distributions of after tax money in the same tax
year. |
| Programs: Plr450w/displayBenefitPaymentRecord2.jsp,
Plr450Rules, TRBHISFormat, PLANIS (DDS), TRBHISS (DDS),
BHISSR, PLR420J, PLR490 (All RPGLE). A CHGPF is required
for TRBHISS then compile PLR095, PLR460B and PLR950 (All
RPG), PLR005A, PLR410J (RPGLE). There is a conversion program,
TSC901 (RPGLE) that will convert old records. Also see
Benefit Payment Records above. |
| 8/17/05 - Corrected a problem with incorrect unit decimal
rounding when 2 and 3 decimal places are intermixed in
the same transfer request. |
| Programs: Plr450Rules and PLR450P (RPGLE). |
| |
|
RECORD
UPDATE
|
| |
| Plan
Eligibility |
| 7/15/05 - Added historical comp capability for next day
and plan year entry dates. Previously this program
only handled historical comp when there were years and/or
months of service required. |
| Programs: PLR050 (RPGLE). |
| |
| Plan
Contributions |
| 8/15/05 - Added choice of Eligibility Code 1 or 2 for
factor or prorata and percentage allocations. Added test
for hours of service when applicable. |
| Programs: Plr040w JSP folder, Plr040wServlet, PLR045JCL
(Java), PLR045A, PLR045B (RPGLE), PLR045 (DDS), PLR045JCL
and PLR045JQ (CLP). |
| 8/30/05 - New versions of match program installed (See
Trust Master Record changes this date). |
| Programs: PLR045A, PLR045B and PLR045E (RPGLE). |
| |
| Participant
Transfers |
| 5/10/05 - Cleaned up the general appearance of all GUI
screens. |
| Programs: Plr370w/All JSPs. |
| 5/20/05 - Added new edit program when posting Transfers. |
| Programs: PLR370JCL, TLR210JCL and TLR220JJQ (CLP). |
| 5/26/05 - Added special code for BBT that separates the
A Funds from the B Funds. |
| Programs: Plr370Rules, Plr370* All Servlets, plr370w/*
all JSPs. |
| 5/26/05 - Changed rebalancing to use the most recent
price when the trade date price is not found. |
| Programs: PLR370I (RPGLE). |
7/6/05 - Added grand totals to the Summary Transfer and
Trading Reports. |
| Programs: PLR370R2 and PLR370R3 (RPG). |
| |
| Payroll
and Loan Processing |
| 5/12/05 - Store the map when importing a payroll. |
| Programs: ImportRules, ImportUpdateServlet, Plr300wCBDServlet,
Plr300wTabChangeServlet, IMPORTMAPFormat, displayImport.jsp,
IMPORTMAPS (DDS) |
| 8/5/05 - Fix a problem introduced in the 5/12 changes
where "null" was sometimes displayed in the Map Field and
Default boxes. Delete temporary CSV files after processing. |
| Programs: ImportRules, displayImport.jsp |
| |
| TRADING
SYSTEM |
| |
| 5/17/05 - Corrected problems with Level F
trading platform records for sale transactions. |
| Programs: PLR840F (RPG). |
| 5/27/05 - Modified the short term trading
program to deduct the penalty before processing the "To" side
of a transfer. |
| Programs: PLR870A (RPGLE). |
| 6/30/05 - Fixed a 500 error in Update Trade
Account Records and inproved the error message when a TRADEACP
record already exists and the user tries to add it. |
| Programs: Plr830Rules, Plr830wServlet |
| 7/5/05 - Changed Purchase and Sale programs
to allow both wire and mail transactions in the same fund
family. |
| Programs: PLR835F, PLR840D, PLR840F (RPGLE). |
| |
|
SYSTEM
MAINTENANCE
|
| |
| Rollup
or Delete Participant History |
| 7/12/05 - Added global trust rollup capability. |
| Programs: Plr295w/JSP folder, Plan5.jsp, Plr295wServlet,
PLR295A (RPGLE), PLR295JCL (CLP). |
| Note: Do not install Plan5.jsp unless you have the TSC
Menu Security software installed. |
| |
| Transaction
Code Usage Map |
| 8/1/05 - Corrected problem with changing the transaction
code but not the description. |
| Programs: Plr910w/JSP folder. |
| |
Transfer
IS
|
| |
| Issue
Lookup |
| 8/29/05 - Issue Lookup now matches on Issuer Name as
well as the Issue Name (Catalog Record Investment Name
1). |
| Programs: IssueLookupRules, displayIssueLookup.jsp, java_script.js |
| |
| Certificate
Inquiry |
| 8/26/05 - Added Issue Lookup tab. |
| Programs: clr250w/enterCertificateInquiry.jsp. |
| |
| Certificate
List |
| 6/23/05 - Repaired problem with request for list using
Issuer Number (not Cusip#). |
| Programs: CLR120JCL (CLP). |
| 8/26/05 - Removed all hard coded references to the 20th
Century and changed jsp heading name. |
| Programs: clr120w/bondCertificateList.jsp, CLR120A (RPGLE). |
| |
| Certificate
Transactions |
| 8/17/05 - Added single certificate calls for less than
par value. |
| Programs: clr300w/callSingleBondCertificate.jsp, Clr300Rules,
Clr300wTransactionServlet, Clr300wTransactioUpdateServlet. |
| 8/29/05 - Added Issuer Name to all transaction screens. |
| Programs: Clr300w/All JSPs, Clr300Rules. |
| |
| Dividend
Payments |
| 5/23/05 - New program added to reconstruct a prior Dividend
Check Register. |
| Programs: CLR580 (RPGLE), CLR580CL (green screen CLP). |
| 5/27/05 - Corrected problem with incrementing the check#
when a holder did not have any current dividend amount
payable. |
| Programs: CLR150B (RPGLE). |
| |
| Benefits
IS |
| |
| 7/1/05 - Added a new Claim Utilization Report. |
| Programs: Plr720w JSP Folder, ClaimUtilizationReportServlet,
ReportsTabChangeServlet, PLR720 (RPGLE), PLR720JCL (CLP). |
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