| ALL
PRODUCTS |
| |
| |
|
TRUST
AND IRA IS |
| |
| INQUIRY
AND REPORTS |
| |
| |
| DEPARTMENTAL
REPORTS |
| |
| |
| RECORD
ENTRY |
| |
| |
| RECORD
UPDATE |
| |
| Trust
Fee Processing |
| 9/4/10 - Added XML parameter for MEMO line when importing
a file of fee payments. |
| Programs: TrustFeeRemittanceRules, Tlr730wImportServlet. |
| |
| SYSTEM
MAINTENANCE |
| |
| |
PLAN
IS |
| |
| INQUIRY
AND REPORTS |
| |
| Census Data Report |
| 11/5/10 - Added the ability to upload vesting percentage, years of service, and years of service date. |
| Programs: CensusImportRules, helpCensusExport.html, helpCensusUpdate.html, /tsc/conf/import/census.xml |
| |
| Loan Delinquency Report |
| 7/21/10 - Changed to retain screen parameters after creating the report. |
| Programs: Plr350wServlet |
| |
| |
| DEPARTMENTAL
REPORTS |
| |
| |
| RECORD
ENTRY |
| |
| Participant Information Record |
| 2/10/10 - Fixed issues where erroneous PIN records could be created if the user clicked tabs or the back button while entering new participants. |
| Programs: Plr000Rules, Plr000wTabChangeServlet, tsc.rules.TokenStore, Plr000wUpdateServlet, Plr000wUpdateFeeBalanceServlet, *.jsp |
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| |
|
RECORD
UPDATE |
| |
| Participant
Transfers |
| 9/15/10 - Added "as of" date capability to
the Transfer Reports for BBT. |
| programs: tlr370/transferReports.jsp, HelpTransferReports.html,
Plr370wTrasnferReportServlet, PLR370JCL (CLP), PLR370R1
(RPGLE). |
| 9/21/10 - Removed all hardcoded BBT logic. |
| Programs: Plan9RecordUpdateServlet, Plr370Rules, Plr370wNewTransferRequestServlet, Plr370wSelectServlet, PLR370JJCL (Java), PLR370JJCL (CLP), PLR370J (RPGLE) |
| 9/21/10 - Maximum number of funds allowed in a rebalance has been increased from 10 to 20. |
| Programs: Plr370Rules, Plr370wNewTransferRequestServlet, Plr370wSelectServlet, Plr370wTransferToServlet, Plr370wConfirmTransferServlet, PLR370JJCL (Java), PLR370JJCL (CLP), PLR370J (RPGLE) |
| 11/1/10 - Participant Transfer Import will import Participant Transfers from a CSV file on your PC. |
| Programs: Plr370Rules, Plr370ImportRules, Plr370wTabChangeServlet, Plr370wImportServlet, Plr370wImportUpdateServlet, displayImport.jsp, import.jsp, importErrorLog.jsp, selectParticipantTransfers.jsp, globalDeleteTransfers.jsp, postingOptions.jsp, reviewTransferRequests.jsp, transferReports.jsp, /tsc/conf/import/participant_transfers.xml (XML) |
| |
| Fund Mapping |
| 1/13/10 - Added boolean for Epkansas. Override to Trttrans member Web. |
| Programs: FundMapRules, FundMapServlet |
| |
| 8/10/10 - Added the TTYPE parameter for specifying a TTYPE to be used for Fund Map transactions. |
| Programs: FundMapRules, PLR370MJCL (Java), PLR370M (RPGLE), PLR370MJCL (CLP) |
| |
| Trading
System |
| 2/23/10 - Added the ability to resubmit trades to TRTTRANS |
| Programs: Plr880Rules, Plr880wReviewTradesServlet, Plr800wFileManagerServlet, Plr880wServlet, reviewTradesByTradeNumber.jsp |
| 7/16/10 - Added a new Open Trade detail display and now we disable the resubmit checkbox if TRRECONS or update TRTLANDS are not installed. |
| Programs: Plr880Rules, Plr880wTradeDetailServlet, Plr880wTradeDetailReturnServlet, reviewTradesByTradeNumber.jsp, displayTable.jsp, displayTradeDetail.jsp |
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| TRANSFER
IS |
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| |
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