| ALL
PRODUCTS |
| |
| 5/26/06 - Added the ability to turn on jt400
toolkit tracing for debugging if it's enabled in the XML
config file. |
| Programs: ConnectionObject, Utils |
| 7/6/06 - Fixed a 500 error if a user had
an old desktop icon that pointed to TrustLoginServlet instead
of TrustSessionServlet |
| Programs: TrustLoginServlet |
| 7/7/06 - In iSeries Print the fields for
printing "from" and "to" pages were
increased to 4 digits from 3 digits to allow selective
page printing for large reports with up to 9999 pages. |
| Programs: displayPrintQueue.jsp |
| |
|
TRUST
AND IRA IS
|
| |
|
INQUIRY
AND REPORTS
|
| |
| EBT
Customer Statement |
| 7/14/06 - Changed the report name to "TR" + Trust Number.
This helps the user determine what the spool file is without
having to display it. |
| Programs: TLR600JCL (CLP). |
| 7/17/06 - Changed the Schedule SSA vested account balance
to value at time of separation from service and allow for
choice of current or prior year for SSA selection. |
| Programs: TLR650 (RPGLE). |
| |
| DEPARTMENTAL
REPORTS |
| |
| Investment
Inventory Report By Trust# |
| 7/5/06 - Corrected failure to convert Location Code selection
to upper case. |
| Programs: Tlr120wServlet. |
| |
| Check
Reconciliation |
| 7/5/06 - Corrected problem with the report query when
using a multiple member name check file. |
| Programs: Tlr560Rules. |
| 8/9/06 - Repaired problem with group checks which have
a TAN of zero. The program required a Trust Master Record
with a zero TAN to work properly. |
| Programs: Tlr560Rules. |
| 8/28/06 - Bank Reconciliation program has been replaced
with a new version that prepares an Outstanding Check Report
with historical capability. |
| Programs: tlr560w/bankReconciliation.jsp, Tlr570Rules,
Tlr570Servlet, OutstandingCheckReport.jasper. NOTE: These
programs replace the RPG version of TLR570. |
| |
| 5498
Processing |
| 6/12/06 - Removed checking the RMD box for Roth IRAs. |
| Programs: IRA094 (RPGLE). |
| |
| Master
Trust Summary Trial Balance |
| 6/23/06 - Revised to allow for selection of a specific
Investment Class. This is the version of the summary trial
balance that lists all assets across multiple TANs, selected
by Trustee, Taxid# or a specific TAN. |
| Programs: trust2.jsp, tlr125w jsp folder, Tlr125wServlet,
TLR125JCL.java, TLR125JCL, TLR125JQ (CLP), TLR125A and
TLR125B (RPGLE). |
| |
| RECORD
ENTRY |
| |
| Trust
Transactions |
| 6/22/06 - Updated Transaction Import. Save the field
map for each user. Improved error checking and added an
error log to display records with errors. Now the program
will import all valid records and show the bad ones on
the error log instead of showing the "fix" screen
for each bad record. Currently it is too difficult to get
the fix logic to work consistently. Moved import methods
out to their own classes. We are beginning to phase out
the generic import classes. Removed grayed out menus from
all JSPs. |
| Programs: ImportRules, Tlr200ImportRules,.Utils, Tlr200wImportServlet,
Tlr200wImportUpdateServlet, Tlr200wTabChangeServlet, IMPORTMAPFormat,
all tlr200w JSPs, import/tabs, /tsc/conf/import/trust_transactions.xml,
IMPORTMAPS (DDS) |
| |
| |
| RECORD
UPDATE |
| |
| Accounts
Payable and Check Processing |
| 6/8/06 - Repaired problem with not being able to add
a transaction code to a scheduled payable already in the
batch. |
| Programs: Tlr540Rules. |
| |
| SYSTEM
MAINTENANCE |
| |
| Automated
Pricing |
| 7/25/06 - Fixed an array out of bounds error when the "from
date" is after the "to date". |
| Programs: TLR335E (RPG). |
| 8/18/06 - Added Scheduled Pricing option. General program
clean up. |
| Programs: TLR335Rules, Tlr335wScheduledPricingServlet,
Tlr335wTabChangeServlet, SQLFileManager, All *.jsp, scheduled_pricing
tabs, TLR335D (RPGLE), TLR335SJCL (CLP) |
| |
| |
PLAN
IS
|
| |
| INQUIRY
AND REPORTS |
| |
| Participant
Loan Analysis |
| 8/30/06 - Removed deducting loan principal
balance from hardship available. Hardship should only be
reduced by loan interest payments (discovered by Jeld-Wen). |
| Programs: PLR240 (RPG). |
| |
| Discrimination
Testing |
| 5/16/06 - Corrected several problems with
refund calculations done 3/30/06. |
| Programs: PLR170, PLR170MV, PLR170R and PLR170RS
(RPGLE). |
| |
| Form
5500 Report |
| 6/21/06 - Replaced SSN with PIN on all participant
count reports. |
| Programs: TLR650 (RPGLE). |
| 7/12/06: Changed the SSA vested account balance
to value at time of separation from service and allowed
choice of current or prior year SSA selection. |
| Programs: TLR650 (RPGLE). |
| 8/8/06: Changed the SSA vested share balance
to use term date for valuation for Cusip#=ESOP (Parsons). |
| Programs: TLR650 (RPGLE). |
| |
| DEPARTMENTAL
REPORTS |
| |
| Auditors
Summary Report (Participant Total Account Balances) |
| 6/29/06 - Repaired broken Batch Option. |
| Programs: PLR660JCL (CLP). |
| |
| RECORD
ENTRY |
| |
| Participant
Information Records |
| 5/8/06 - Added additional editing for Beneficiary birth
dates. |
| Programs: Plr000Rules, Plr000wTabChangeServlet (sent
to QUADS). |
| 6/7/06 - Added the Participant Note Pad. |
| Programs: Plr000Rules, Plr000wServlet, Plr000wTabChangeServlet,
Plr000wUpdateServlet, Plr000wUpdateFeeBalanceServlet, All
plr000w JSPs, helpNotePad.html, note_pad tab images |
| |
| Participant
Account Records |
| 7/28/06 - Update balances on screen when using the rebalance
option. |
| Programs: Plr100Rules |
| |
| Benefit
Payment Records |
| 5/9/06 - Increased the size of the percentage
field in the state withholding tax table. Maryland is 7.75%.
Also increased the size of the tax withholding fields in
the benefit payment records. They will now store 100% when
the payment will be 100% tax. |
Programs: *** see install memo, this project
requires a data base change . *** Installed at TSC and
ExpertPlan.
Plr400Rules, Plr450Rules, Plr450DisplayBenefitPaymentRecord1Servlet,
Plr400RecalculateServlet, STATETAXFormat, TRBPRFormat,
plr400w/statetaxs.jsp, HelpStateTaxes.html, displayBenefitPaymentRecord2.jsp,
plr450w/summaryDistributions.jsp, displayBenefitPaymentRecord2.jsp,
PLANAS (DDS CHGPF), STATETAXS(DDS CHGPF), TRBPRS (CHGPF),
PLR450K (RPGLE),
Compile PLR095, PLR400K, PLR420P, PLR450N,
PLR460B, PLR950 (RPG).
Compile
PLR410J, PLR420A, PLR420B, PLR420J, PLR440A, PLR440B, PLR490,
PLR495, TLR650 (RPGLE). |
| |
| Participant
Distributions |
| 7/19/06 - Changed the rules to zero out partially vested
source withdrawals when the forfeited amount has already
been transferred out. Also changed the program to write
forfeitures when there is either book value or shares to
forfeit. Previously forfeitures were created only when
there was a remaining book value. |
| Programs: Plr450Rules. |
| |
|
RECORD
UPDATE
|
| |
| Plan
Eligibility |
| 6/29/06 - For a plan with scheduled entry dates, when
a participant became eligible prior to the plan year selected,
this program made the employee eligible on the anniversary
of employment. Changed the program to only do this when
the eligibility rules record said "use employment
date". Found by Sinclair. |
| Programs: PLR050 (RPGLE). |
| |
| Portfolio
Rebalancing |
| 5/10/06 - Cleaned up the report headings and repaired
a pagination error. Also changed screen defaults. |
| Programs: PLR380B and PLR380D (RPGLE), plr380w/portfolioRebalancing.jsp. |
| |
| Payroll
and Loan Processing |
| 6/22/06 - Import saved map file DDS was changed to modifications
to Trust Transaction Import. |
| Programs: ImportRules, IMPORTMAPFormat, IMPORTMAPS (DDS) |
| |
| Benefit
Payment Checks |
| 7/17/06 - Fixed an error where the Alternate Payee descrtiption
line 1 would get printed twice on a check. |
| Programs: Plr410Rules |
| 8/1/06 - Added comment "with or without checks" to the
check register report. |
| Programs: PLR420J (RPGLE). |
| |
| Fund
Mapping |
| 6/30/06 - New and old Cusip# not found messages were
reversed. |
| Programs: PLR370M (RPGLE). |
| |
| Vesting
Update |
| 8/28/06 - Added test for term date before vesting 100%
at retirement age. |
| Programs: PLR150A (RPGLE)/ |
| |
| Employer
Contributions |
| 7/6/06 - Corrected an error in the matching contributions
program involving single tier match percentage of deferral. |
| Programs: PLR045E (RPGLE). |
| |
| SYSTEM
MAINTENANCE |
| |
| BENEFIT
IS |
| |
| Claim
Review/Change |
| 6/30/06 - Repaired problem with display of claim type
in change mode. |
| Programs: Plr730Rules. |
| |
| Claim
Check Processing |
| 6/30/06 - Added last check number lookup. |
| Programs: plr740 jsp folder, LastCheckServlet. |
| |
| Claim
Utilization Report |
6/30/06 - Corrected problem with determining available
funds for medical reimbursement.
|
| Programs: PLR720 (RPGLE). |
If
you have any questions while reviewing our website, please use our typewriter
and send e-mail to tsc@tscusers.org
