| ALL
PRODUCTS |
| |
| PDF
Reports |
| 1/24/06 - Changed internal class inheritance. |
| Programs: JasperReportsBaseRules, SQLRules |
| |
| Login |
| 1/25/06 - Allow a program library other than TRUSTLIB
to be set in the customer specific XML file. |
| Programs: TrustLoginServlet |
| |
|
TRUST
AND IRA IS
|
| |
|
INQUIRY
AND REPORTS
|
| |
| Cash
Ledger |
| 2/7/06 - New version of Cash Receipt and Disbursement
in PDF format. |
| Programs: tlr250w/displayCashLedgerSimple.jsp, Tlr250Rules,
Tlr250wServlet, tsc/Trustis/CashLedger Jasper Folder.
TLR270 RPG and CLP are now obsolete. |
| 3/13/06 - Display the beginning balance in simple mode
when no history is found after the starting date |
| Programs: Tlr250Rules |
| |
| DEPARTMENTAL
REPORTS |
| |
| Transactions
for a Selected Date |
| 2/27/06 - Improved numeric field validation to prevent
Decimal Data errors. |
| Programs: Tlr215wServlet. |
| |
| Check
Reconciliation |
| 1/5/06 - Modified to make Positive Pay and Paid Check
Processing more generic. Customer specific programs are
now defined in the XML config files. |
Programs: Tlr560Rules, Utils, PositivePayBaseRules, PaidCheckProcessingBaseRules,
Tlr560wServlet, Tlr560wTabChangeServlet, Trust2DepartmentalReportsServlet,
tlr560w/All
JSPs, tlr560 tabs
ETC: PositivePayRules, PositivePayServlet, PositivePayUpdateServlet,
PaidCheckProcessingRules, PaidCheckProcessingServlet, etc/positivePay/positivePay.jsp,
etc/matrix/processBankCheckFile.jsp, XML config file entries
CCOPG: PositivePayRules, PositivePayServlet, PositivePayUpdateServlet,
PaidCheckProcesingRules, PaidCheckProcessingServlet, PaidCheckProcessingUpdateServlet,
ccopg/paidCheckProcessing/importPaidCheckFile.jsp, ccopg/positivePay/positivePay.jsp,
PaidChecks.jasper, XML
config file entries |
| |
| 3/28/06 - New version of the Check History Report which
allows selection of checks by Entry Date (date written)
or by Processed Date (date the bank processed it). This
helps with bank reconciliation when you have a large number
of void and stop payments to contend with. |
| Programs: TRCHECKP (DDS), Tlr560Rules, Tlr560wServlet,
Tlr560wTabChangeServlet, Trust2DepartmentalReportsServlet,
CheckHistoryReport.jasper, tlr560 jsp folder. |
| 3/31/06 - In Check File Maintenance allow a Trust Number
of zero. |
| Programs: Tlr560Rules, Tlr560wModificationServlet |
| |
| 1099 Processing |
| 1/11/06 - Added new right click for download of file
for 1099Pro. |
| Programs: tlr090w/enterAgencyAccounts.jsp, TextFileDownloadServlet,
ExportRules, Tlr090wServlet. |
| |
| 5498
Processing |
| 4/25/06 - New version of program which separates HSA
and Educational forms from regular IRAs. |
| Programs: ira094w JSP folder, Ira094Rules, Ira094wServlet,
tlr970w/enterUpdateTaxFormTables.jsp, Jasperreports/Trustis/IRA5498/All
Reports. Special run main option for ETC which includes
IRA095JCL, IRA095JQ, IRA094, SR0081 (RPGLE), F5498S (DDS)
and F5498Format.java. |
| |
| Statement
of Income and Expense |
2/7/06 - Restructured Income sorting sequence to deal
with income that does not affect cash. Requested by West
Texas Bank.
|
| Programs: TLR180A (RPG). |
| |
| Security
Location Report |
| 2/8/06 - Changed to include assets with or without shares.
Previously on listed when shares > 0. Requested by CCOPG. |
| Programs: TLR170 (RPG). |
| |
| Time
Weighted Rate of Return |
| 2/8/06 - Found a problem with plus and minus signs on
transactions. Previously went undetected but the GUI programs
need correct values (found at CCOPG). |
| Programs: TLR045 (RPG). |
| |
| RECORD
ENTRY |
| |
| Creditor
Records |
| 2/20/06 - Add Century to Creditor Balance Last and Final
Payment Dates. Also made provision for Bi-Weekly and Semi-Monthly
payment frequencies. |
| Programs: Tlr525Rules, updateCreditorBalance.jsp, HelpUpdateCreditorBalance.html. |
| 4/7/06 - Fixed a record lock that prevented multiple
users from being able to access the same creditor balance
records at the same time |
| Programs: Tlr525Rules |
| |
| RECORD
UPDATE |
| |
| Change
or Delete Trust Transactions |
| 1/16/06 - Added Global Delete batch mode. |
| Programs: Tlr230Rules, Tlr230wGlobalDeleteServlet, Tlr230wGlobalDeleteUpdateServlet,
Tlr230wGlobalDeleteConfirmServlet, globalDeleteTransactions.jsp,
TLR230JB (RPGLE) |
| 3/14/06 - Changed to retain the Starting Date when you
click New Request |
| Programs: Tlr230wTabChangeServlet |
| |
| Accounts
Payable and Check Processing |
| 1/31/06 - Fixed a "TRAPS member is in error" message.
In Add and Review Payees automatically use the current
user
instead
of displaying a popup. |
| Programs: Tlr540Rules, Trust4RecordUpdateServlet |
| 2/24/06 - Fixed problems with using both the Creditor
Taxid# and Location when adding new Creditor Records. Found
by CCOPG. |
| Programs: Tlr540Rules, Tlr540wAddNewPayablesServlet. |
| 3/26/06 - Changed group check writing program to bypass
the check if duplicate check#. |
| Programs: TLR550A (RPGLE). |
| 3/31/06 - Edit for an invalid check member name. |
| Programs: Tlr530wLastCheckServlet |
| |
| Investment
Pricing |
| 2/21/06 - Added option to import prices from a CSV file. |
| Programs: Tlr330Rules, Tlr330wTabChangeServlet, Tlr330wImportServlet,
CsvImport, All JSPs and Help Text, tabs |
| |
| Trust
Fees Processing |
| 2/8/06 - In Fee Remittances put the amount in payment
transactions. |
| Programs: Tlr730Rules, Tlr730wServlet, Tlr730wImportServlet,
Tlr730wConfirmServlet |
| |
| |
| SYSTEM
MAINTENANCE |
| |
| ACH
Bank File Maintenance |
| 1/11/06 - Corrected problem with printing the complete
bank list and improved the help text. |
| Programs: tlr590w/JSP folder, Tlr590Rules, Tlr590wServlets
(3 of them), TLR590R (RPG). |
| |
PLAN
IS
|
| |
| INQUIRY
AND REPORTS |
| |
| Census
Import |
| 3/31/06 - Fixed an import error when the
CSV file contained Line Feed characters. |
| Programs: CensusImportRules |
| |
| Discrimination
Testing |
| 1/24/06 - Added test for term date prior
to the test service date when using the disaggregate otherwise
eligible employees option. Requested by ExpertPlan. |
| Programs: PLR170 (RPGLE). |
| 2/1/06 - Removed setting term date to zero
when reinstating active. This was done for disaggregation
in the above project (ExpertPlan). |
| Programs: PLR160 (RPGLE). |
| 3/30/06 - General Enhancements. |
1. Changed the refund option for a 401(k)
test only to use Test 1 when the LADP is greater than 8%.
2. Corrected problem when no NHCE in the current year not
testing when using prior year percentages.
3. Changed the test verbage and Test 2A to show the 2% addition.
4. Added new message about what test needs to pass based
on the level of NHCE contribution.
5. Added earnings calculation for refunds when the test fails.
6. Added additional available catchup to the refund report when available.
|
| Programs: PLR160, PLR170, PLR170C, PLR170MV,
PLR170Q, PLR170R and PLR170RS (RPGLE). |
| |
| DEPARTMENTAL
REPORTS |
| |
| 1099-R
Forms |
| 1/25/06 - Removed rejection of forms if information
not available in the Trust Master Record. |
| Programs: PLR490 (RPGLE). |
| |
| RECORD
ENTRY |
| |
| Benefit
Payment Records |
| 1/13/06 - Fixed a problem in payment history change and
delete mode where if multiple tickets had the same date
and no check number then the first ticket would always
get changed or deleted. Also added group code 'O' to the
group code description lookup. |
| Programs: Plr400Rules, Plr400ProcessHistoryServlet, Lookup,
displayHistory.jsp |
| 1/31/06 - Added support for restricted menus. |
| Programs: Plr400TabChangeServlet |
| |
| Participant
Distributions |
| 1/12/06 - Fixed a NullPointerException when entering
an Already Traded Distribution and if the Payment Description
file had an empty LUMPSUM field. |
| Programs: Plr450Rules. |
| 2/19/06 - Corrected redisplay of the Benefit Payment
Record screen 1 after an editing error. |
| Programs: Plr450DisplayBenefitPaymentRecord1Servlet. |
| 2/22/06 - State withholding tax was not being cleared
in the Distribution Breakdown Report (DBR). Corrected for
MMA. |
| Programs: PLR450N (RPG). |
| 3/27/06 - Repaired a problem with incorrect shares calculation
in a "withdraw earnings" distribution already traded. |
| Programs: Plr450Rules. |
| |
|
RECORD
UPDATE
|
| |
| Participant
Vesting |
| 3/22/06 - Restored test for over retirement age to the
vesting based on historical hours program. |
| Programs: PLR150A (RPGLE). |
| |
| Investment
Elections |
| 1/19/06 - Renamed "Review All" mode to "Elections
by Source Options". |
| Programs: enterInvestmentElections.jsp, reviewAllInvestmentElections.jsp,
HelpInvestmentElections.html |
| |
| Benefit
Payment Checks |
| 1/12/06 - Added java check and report writing. The new
java version can be used by setting options in the
XML config file. Customer specific check layouts are
supported. |
| Programs: Plr410Rules, JasperReportsBaseRules, Plr410wServlet,
Dates, Utils, benefitPaymentSystem.jsp, /tsc/jasperreports/Planis/BenefitPaymentChecks/*.jasper |
| 3/31/06 - Fixed a problem where people with a First Payment
Date would get paid again if the same payment date was
run. Fixed a problem where the wrong next check number
would be copied in when clicking in the Last Check Number
popup. |
| Programs: Plr410Rules, Plr890wLastCheckServlet |
| |
| Trading
System |
| 1/21/06 - Moved the mutual fund redemption fee project
to production in all libraries at TSC. |
| Programs: TRFUNDS and REDEEMFEES (DDS), PLR870A and G
(RPGLE). |
| |
| TRANSFER
IS |
| |
| BONDS |
| 1/4/06 - Added 1099-B tax forms. |
| Programs: clr190w/JSP folder, BondsTabChangeServlet,
Clr190Rules, Clr190w1099ProcessingServlet. |
| |
| STOCKS |
| 1/13/06 - Added download button for 1099-D tax forms. |
| Programs: Clr190w1099ProcessingServlet, F1099DFormat,
1099BandDProcessing.jsp, CLR190B (RPGLE), F1099DS (DDS
in CLRLIB) |
| 1/21/06 - Added new screen for Manual Withholding Tax. |
| Programs: Clr300Rules, Clr300wTransactionServlet, Clr300wTransactionUpdateServlet,
clr300w/JSP folder. |
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