IPS00488 IFT (VI) Increase Number of Sub Accounts (Optional) – – Increase the allowable number of Sub Accounts on the Values Inquiry (212) Response from 100 to 999. LNA Licensing & Appointments – IPS00468 LNA Add Product Training Code (Optional) – – There is an industry need to report Life as a product training category. Add new code to the Product Training Category Code List #6713 U Life – Edit: If TU transactions then either Product Category or at least one occurrence of Product CUSIP - 1 (6713) is required. 6713 and 6714 are mutually exclusive. For all other transaction types - spaces are allowed. Add new code to the Vendor Producer Training Record Layout, Product Training Code List U Life – Training Category, U Life will be stored in Producer Management Portal with the ability for participants to – retrieve this new data. IPS00482 LNA Add New Course Type (Optional) – – There is a need to report when someone has completed an Anti-Money Laundering course. Add new code to Course Type Code List#6703 A AML Training – Edit: Course Number required if A AML Training is populated. – Add new code to the Vendor Producer Training Record Layout, Course Type Code List A AML Training – Store additional Course Type, A AML Training, in Producer Management Portal and add functionality for – participants to retrieve this new data. IPS00481 LNA Add TU Initial and Ongoing Indicator (Optional) – – The TU transactions layout currently does not have a field dedicated to indicate whether a State specific Annuity Course meets the training or training requirements outlined by a state ‘Initial’ ‘Ongoing’ Department of Insurance.
IPS00488 – IFT (VI) – Increase Number of Sub Accounts (Optional) Increase the allowable number of Sub Accounts on the Values Inquiry (212) Response from 100 to 999. LNA – Licensing & Appointments IPS00468 – LNA – Add Product Training Code (Optional) There is an industry need to report Life as a product training category. Add new code to the Product Training Category Code List #6713 U – Life Edit: If TU transactions then either Product Category or at least one occurrence of Product CUSIP - 1 (6713) is required. 6713 and 6714 are mutually exclusive. For all other transaction types - spaces are allowed. Add new code to the Vendor Producer Training Record Layout, Product Training Code List U – Life Training Category, U – Life will be stored in Producer Management Portal with the ability for participants to retrieve this new data. IPS00482 – LNA – Add New Course Type (Optional) There is a need to report when someone has completed an Anti-Money Laundering course. Add new code to Course Type Code List#6703 A – AML Training Edit: Course Number required if A – AML Training is populated. Add new code to the Vendor Producer Training Record Layout, Course Type Code List A – AML Training Store additional Course Type, A – AML Training, in Producer Management Portal and add functionality for participants to retrieve this new data. IPS00481 – LNA – Add TU Initial and Ongoing Indicator (Optional) The TU transactions layout currently does not have a field dedicated to indicate whether a State specific Annuity Course meets the ‘Initial’ training or ‘Ongoing’ training requirements outlined by a state Department of Insurance.
2015_March_Enhancement_Release_Requirements_Spec_v0_1.docx