| ALL
PRODUCTS |
| |
| 9/15/06 - Added customer definable list of
holidays to include in business day calculations. |
| Programs: Dates, HolidayTable, Utils, holidays.jar
(add this entry to workers.properties file) |
| 9/27/06 - Modified Participant Lookup to
allow the ability to have the lookup popup window copy
PINs or SSNs to multiple fields on a screen. In order to
add this new feature to a screen the launching JSP will
need to be modified. See bbt/housingAllowance/housingAllowanceMaintenanceDisplay.jsp
for an example. |
| Programs: plr080w/displayParticipantLookup.jsp |
| 10/18/06 - Added a new feature to Adobe Print "Shared
Queues". This allows users to share their Adobe Print
report with other users. |
| Programs: PdfPrintQueueRules, PdfPrintQueueServlet,
PdfPrintQueueTabChangeServlet, PdfPrintQueueSharedServlet,
PdfPrintQueueSharedUpdateServlet, PdfPrintQueueSharedChangeSortingServlet,
PdfPrintQueueChangeSortingServlet, tsc.rules.ReverseSort,
displayPdfPrintQueue.jsp, displayPdfSharedPrintQueue.jsp,
selectPdfSharedPrintQueue.jsp, printQueue tabs, ADOBEUSERS,
ADOBEUSERL (DDS) |
| 10/18/06 - Make the date and time more readable
on JasperReports PDF file names. |
| Programs: JasperReportsBaseRules |
| |
|
TRUST
AND IRA IS
|
| |
|
INQUIRY
AND REPORTS
|
| |
| Investment
Inventory |
| 12/11/06 - Added a customer specific XML field that sets
the default for the Book or Market Value drop down selection |
| Programs: Trust1InquiryAndReportsServlet, enterInvestmentInventory.jsp |
| |
| DEPARTMENTAL
REPORTS |
| |
| Investment
Inventory Report By Trust# |
| 10/14/06 - Added location name and address to the report
heading for Cook County. |
| Programs: TLR120 (RPGLE). |
| |
| Check
File Maintenance |
| 4/2/07 - Added new trust transaction that will be created
automatically when a check is stopped or voided. |
| Programs: Tlr560Rules. |
| |
| Process
OFAC List |
| 3/19/07 - This new program will process the file you
can download from the US Government OFAC Website. It compares
the names on the list to all records in TSC, attempting
to find any matches |
| Programs: trust2.jsp, ofac/JSP folder, trust2UserRestrictions.jsp,
OFACImportServlet, OfacList, OFAC_List.jasper, UserRestrictionRules,
UserRestrictionsTrust2UpdateServlet Trust2DepartmentalReportsServlet. |
| |
| IRA
1099-R Reports |
| 1/23/07 - Removed "X" from IRA/SEP box for Roth accounts. |
| Programs: IRA090 (RPGLE). |
| |
| RECORD
ENTRY |
| |
| Trust
Master Record |
| 10/30/06 - In EBT Loan Rules, changed Loan Interest Rate
to be displayed and entered as NN.NNN instead of .NNNNN,
this is the way all other percentages are entered in TSC |
| Programs: Tlr000Rules |
| 12/18/06 - Added new user defined EBT file for custom
additional information (Westernbank). |
| Programs: tlr000w/general1.jsp and general2.jsp, customized
jsp folder, Tlr000Rules, Tlr000wServlet, Tlr000wPopulateEBTServlet,
customized additional information servlets and rules, tsc/conf/customers/XML
file, TREXTRAS (DDS). |
| |
| Investment
Catalog Record |
| 9/19/06 - Sponsors - don't allow the user to delete a
sponsor if it's being used by an Investment Catalog Record.
If they try to delete one that's in use, display an error
message that lists which CUSIP#s are using it. |
| Programs: SponsorRules, SponsorServlet, displaySponsor.jsp |
| |
| Creditor
Reports |
| 1/3/07 - Added new Creditor Balance Report by Creditor.
Used to get a list of all payments to a specific creditor
during a specified time period. |
| Programs: tlr525w/displayCreditorList.jsp and help text,
Tlr525wServlet, Tlr525SQLRules, CreditorReport.jasper. |
| 3/4/07 - Added check number sequence to the above report.
Send the entire list above. |
| |
| RECORD
UPDATE |
| |
| Trust
Fee Assessment |
| 12/13/06 - Removed requirement for positive market value
before assessing a fee at the request of Westernbank.. |
| Programs: TLR710 (RPGLE). |
| |
| Trust
Fee Billing |
2/19/07 - This program did not update the billing date
for
accounts that still had a credit balance after adding
balance forward and current billed amount. Changed this program to ignore
fee assessments that
that were billed after the last billing date. The
program was re-billing these amounts on the next billing
cycle (Westernbank). |
| Programs: TLR720B (RPGLE). |
| |
| Trust
Fee Reports |
| 8/17/06 - Changed calculation of receivable to use amount
billed instead of assessed. Changed amount due with billing
date of zero to always be past due. |
| Programs: TLR740 (RPGLE). |
| 11/18/06 - Added capability of restricing the report
to up to 3 specific trust types (Westernbank). |
| Programs: tlr740w/JSP folder, Tlr740wServlet and TLR740
(RPGLE). |
| 2/23/07 - Added new Credit Balance Report that lists
only accounts with a credit balance. |
| Programs: Tlr710w/enterFeeReports.jsp and help text,
Tlr740w/entire folder, TLR740JCL (Java), Tlr710wFeeReportsServlet,
Tlr740wServlet, TLR740JCL (CLP), TLR740 (RPGLE). |
| |
| Creditor
Reports |
| 1/4/07 - Added new report to list creitor payments by
creditor across all trusts |
| Programs: tlr525w/displayCreditorList.jsp and help text,
CreditorReport.jasper, Tlr525SQLRules, Tlr525wServlet,
TLR525TabChangeServlet. |
| |
| SYSTEM
MAINTENANCE |
| |
| Automated
Pricing |
| 10/17/06 - Changed Sheduled Pricing option to price as
of the previous business day instead of just the previous
day. This was requested by PFPC to avoid procing a non-business
day in the event of a long power outage that delays the
scheduled pricing job over a period of a day or more. |
| Programs: Tlr335Rules, HolidayTable, TLR335SJCL (CLP),
holidays.jar (remember to add this to the workers.properties
config file). |
| |
PLAN
IS
|
| |
| INQUIRY
AND REPORTS |
| |
| Benefit
Payment Report |
| 3/27/07 - Added participant count to the
report. |
| Programs: PLR440A (RPGLE). |
| |
| Discrimination
Testing |
| 10/16/06 - Added gap earnings calculation
to the pass with refund program. |
| Programs: PLR170R (RPGLE). |
| 11/3/06 - Added add back of distributions
and loans before calculating earnings on refunds. |
| Programs: PLR170R and PLR170WD (RPGLE). |
| 4/10/07 - Corrected possible divide by zero
in the earnings calculation. |
| Programs: PLR170R. |
| |
| Loan
Delinquency Report |
| 12/19/06 - Removed the "No delinquent
loans found" comment when the "run all trust
option" is selected. This avoids a report entirely
for trusts that have no delinquent loans |
| Programs: PLR350B (RPGLE) and PLR350JCL. |
| |
| DEPARTMENTAL
REPORTS |
| |
| Price
Correction Report |
| 4/6/07 - Added new feature to correct prices
across all Cusip#s. |
| Programs: plr290w/JSP folder, Plr290Rules
and Plr290wServlet. |
| |
| RECORD
ENTRY |
| |
| Participant
Information Records |
| 4/9/07 - Repaired problem with multiple screen
display in add mode. This was broken sometime in 2006. |
| Programs: plr000w/displayParticipantInfo2.jsp. |
| |
| Participant
Loans |
| 12/6/06 - Added new feature to prorate loan
funding over all investments held in a selected source. |
| Programs: plr320w/selectInvestments.jsp,
HelpSelectInvestments.html, PLR320Rules, Plr320wLoanFundingServlet. |
| |
| Participant
Transaction Entry |
| 12/11/06 - Added Source Lookup tab to the
Auto Duplicate screen |
| Programs: plr100w/displaySourceLookup.jsp,
plr200w/autoDuplicate.jsp |
| |
| Participant
Distributions |
| 12/6/06 - Added new feature for all fixed
amount payments that allows for prorating a payment over
all investments held in a selected source. |
| Programs: plr450w/selectInvestments.jsp,
HelpSelectInvestments.html, PLR450Rules, Plr450ProcessSelectedInvestmentsServlet. |
| |
|
RECORD
UPDATE
|
| |
| Payroll
and Loan Processing |
| 12/7/06 - Added the abiliry to add some customer
based custom logic to the Payroll Import. This supports
a custom Error Report and a method for taking out "up
front" fees from contributions. |
| Programs: ImportRules, ImportUpdateServlet,
ImportCustomCalcs, PayrollImportCustomCalcs, Plr300wServlet,
Plr300wCBDServlet, enterPayrollSelectSources.jsp |
| |
| Contribution
Allocations |
| 12/15/06 - Corrected batch option not working.
Added new iterative logic for larger contributions that
wouldn't fully allocate because of 402(g) and 415 limits
(Parsons). |
| Programs: PLR045 and PLR045B (RPGLE). |
| |
| Delete
/ Change Transactions |
| 11/13/06 - Fixed an infinite loop in the
Review Deleted option when deleted records existed but
no participant history was found. |
| Programs: Plr230Rules, Plr230wDisplayDeletedServlet |
| |
| Participant
Vesting Update |
| 4/5/07 - Removed bypass of Eligibility Code "S" and repaired
a problem with vesting based on Plan Inception. |
| Programs: PLR150 (RPGLE). |
| 4/6/07 - Changed the program to use the better of the
Top Heavy vesting schedule or the actual schedule. |
| Programs: PLR150 and PLR150A (RPGLE). |
| |
| Trading
System |
| 1/12/07 - Added Trade Type "EW", Excess Contributions,
to the Process Confirmation program. It was reported by
ExpertPlan that the confirms were not repopulating the
Benefit Payment Records. |
| Programs: PLR870A (RPGLE). |
| |
| TRANSFER
IS |
| |
| Issue
Record |
| 9/27/06 - Added automatic balancing of summary totals
when selecting a specific Issue. |
| Programs: IssuePaymentReport, Clr100Rules, Clr100IssueServlet. |
| |
| 1099
Processing |
| 1/5/07 - New 1099-I program for municipal bonds. |
| Programs: Clr190Rules, Clr190w1099ProcessingServlet,
1099B and 1099I jasper reports. |
| |
| Stock
Transactions (Stock Splits) |
| 1/10/07 - Added stock split option to the transaction
choices for stock transactions. |
| Programs: clr300w/transferTransactions.jsp, clr155w JSP
folder, Clr300wTransactionServlet, Clr300wTransactionUpdateServlet,
STOCKCERTS (DDS), CLR155JCL, CLR320JCL, CLR155 (RPGLE)
and CLR320B (RPGLE). |
| |
| BENEFIT
IS |
| |
| 3/17/07 - New files added. |
| CHECKMBRS - attaches TANs to a specific check file member. |
| CLAIMNOS - tracts the last claim number assigned. |
| ELECTIONS - contains the annual FSA elections by
participant. |
| LIMITS - holds annual limitations for FSA and HSA contributions. |
| PAIDCLAIMS - temporary file used during check processing
to account for multiple claims in the same batch. |
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