United Nations Directories
for Electronic Data Interchange for
Administration, Commerce and Transport
UN/EDIFACT
| United Nations Directories for Electronic Data Interchange for Administration, Commerce and Transport UN/EDIFACT |
Message Type : SUPMAN Version : D Release : 18A Contr. Agency: UN Revision : 2 Date : 2018-05-04 SOURCE: TBG8 Insurance CONTENTS Superannuation maintenance message 0. INTRODUCTION 1. SCOPE 1.1 Functional definition 1.2 Field of application 1.3 Principles 2. REFERENCES 3. TERMS AND DEFINITIONS 3.1 Standard terms and definitions 4. MESSAGE DEFINITION 4.1 Segment clarification 4.1.1 Header section 4.1.2 Detail section 4.1.3 Summary section 4.2 Segment index (alphabetical sequence by tag) 4.3 Message structure 4.3.1 Segment table --------------------------------------------------------------------------- For general information on UN standard message types see UN Trade Data Interchange Directory, UNTDID, Part 4, Section 2.3, UN/ECE UNSM General Introduction --------------------------------------------------------------------------- 0. INTRODUCTION This specification provides the definition of the Superannuation maintenance message (SUPMAN) to be used in Electronic Data Interchange (EDI) between trading partners involved in administration, commerce and transport. 1. SCOPE 1.1 Functional definition The Superannuation Maintenance Message is sent by a party to an organisation administering a superannuation scheme, to specify membership maintenance information about superannuation scheme members. 1.2 Field of application The Superannuation maintenance message may be used for both national and international applications. It is based on universal practice related to administration, commerce and transport, and is not dependent on the type of business or industry. 1.3 Principles - A Superannuation Maintenance Message gives information about updates or reviews of superannuation scheme member details for retirement benefit purposes. - The message may be used to provide information about a single member as well as multiple members employed by the same employer. - The message structure is generalised by specifying several conditional segments and segment groups. Only a subset of the conditional segments may be needed to meet particular requirements. If necessary, specific subsets may be associated with the document/message name identification in the BGM segment or with other provided identifiers. Users intending to use the message should study the conditional segments and segment groups to decide which are necessary for their application. - A Superannuation Maintenance Message may be sent by an employer, on behalf of an employer or any other authorised party. - A Superannuation Maintenance Message is based on agreements between the parties. 2. REFERENCES See UNTDID, Part 4, Chapter 2.3 UN/ECE UNSM - General Introduction, Section 1. 3. TERMS AND DEFINITIONS 3.1 Standard terms and definitions See UNTDID, Part 4, Chapter 2.3 UN/ECE UNSM - General Introduction, Section 2. 4. MESSAGE DEFINITION 4.1 Segment clarification This section should be read in conjunction with the segment table which indicates mandatory, conditional and repeating requirements. 4.1.1 Header section Information to be provided in the Header section: 00010 UNH, Message header A service segment starting and uniquely identifying a message. The message type code for the Superannuation maintenance message is SUPMAN. Note: Superannuation maintenance messages conforming to this document must contain the following data in segment UNH, composite S009: Data element 0065 SUPMAN 0052 D 0054 18A 0051 UN 00020 BGM, Beginning of message A segment for unique identification of the Superannuation Maintenance Message, the type of Superannuation Maintenance and its function. 00030 RFF, Reference A segment for referencing the scheme/ plan number or other associated reference related to the whole message. Additionally, the employer number and other information related to the whole message may be provided. 00040 CUX, Currencies A segment giving the currency and the associated exchange rate of any total monetary amount to be paid, if required. 00050 DTM, Date/time/period A segment which may include the message date, the date and time associated with any validation keys, and other dates relevant to the whole of the message. 00060 FTX, Free text A segment for free text information in coded or clear form, to give further clarification when required to the Superannuation maintenance message. It should be noted that the use of clear text may require special processing of this segment. 00070 Segment group 1: NAD-SG2 A group of segments identifying names and addresses relevant to the Superannuation Maintenance message. 00080 NAD, Name and address A segment identifying the name and address of the parties associated with the Superannuation Maintenance message and their functions. Examples are: the employer, the receiving party and the recipient system. 00090 Segment group 2: CTA-COM A group of segments identifying contact persons or department and their communication number. 00100 CTA, Contact information A segment giving additional contact information of a person or department specified in the NAD segment and to whom communication should be directed. 00110 COM, Communication contact A segment specifying communication contact number. 4.1.2 Detail section Information to be provided in the Detail section: 00120 UNS, Section control A service segment placed at the start of the summary section to avoid segment collision. 00130 Segment group 3: NAD-DTM-ATT-RFF-SG4-SG5-SG7-SG8 A group of segments providing the required maintenance information for each member. General indicators are given to identify the type of the maintenance information for processing purposes. 00140 NAD, Name and address A segment providing the member's surname, identification number, given name(s) or initials, maiden (mother's) name, title, home address or associated details as required. 00150 DTM, Date/time/period A segment giving membership related dates. The effective date of any changes is usually mandatory. Other optional dates include the member's date of birth, and dates associated with the service, benefits, or employment. 00160 ATT, Attribute A segment providing the member's sex or marital status details. 00170 RFF, Reference A segment for referencing the member's scheme/ plan number, any previous scheme/ plan number, previous member number in the case of changes and other additional reference information. 00180 Segment group 4: REL-NAD-PCD A group of segments identifying details of any beneficiaries. 00190 REL, Relationship A segment providing the relationship between the member and the member's beneficiary. 00200 NAD, Name and address A segment providing name and address details of the member's beneficiary. 00210 PCD, Percentage details A segment providing the percentage details of the benefits assigned to the beneficiary. 00220 Segment group 5: EMP-PCD-CUX-NAD-SG6 A group of segments providing employment related information. The segment group allows for the case that the same member is employed more than once, if required. 00230 EMP, Employment details A segment giving required employment details of the member, such as the member's employment category (e.g. permanent, part time etc.), and, conditionally, the occupation and/or trade classification. 00240 PCD, Percentage details A segment providing the percentage of part-time employment or other relevant percentage details. 00250 CUX, Currencies A segment identifying the currency and associated exchange rate of the member's salary and contributions. 00260 NAD, Name and address A segment providing the member's work address or associated details, as well as any previous work name and address. In addition, the name, and or identification of a trade union or other relevant organisation may be given. The segment may also be used to indicate any previous home address of the member as well as well any previous name of the member. 00270 Segment group 6: MOA-PYT-DTM A group of segments identifying the member's salary. Repeats are to provide additional salary information such as the notional salary amount, the superannuation salary amount etc. 00280 MOA, Monetary amount A segment giving the salary monetary amount for the period defined in the PYT segment (in the time relation data element), or a mutually defined time period. Repeating segments may provide a number of different salary amounts relevant to the same employment. 00290 PYT, Payment terms A segment giving the salary amount time relation (e.g. yearly), and the salary payment frequency (e.g. monthly) 00300 DTM, Date/time/period A segment giving a date related to salary (e.g. the salary effective date). 00310 Segment group 7: GEI-DTM A group of segments providing general indicators for processing and associated dates where appropriate. 00320 GEI, Processing information A repeating segment to indicate whether the data for a member in segment group 3 are for a new member, a member change or a periodic review. If required, an indicator may be used to identify the existence of beneficiaries, insurance cover, and additional/ voluntary contributions. In addition, an indicator may also be used to positively identify specific changes such as personal data changes, a scheme/ plan change and other updates. 00330 DTM, Date/time/period A segment giving the date associated with the general indicator segment information. 00340 Segment group 8: MEM-SG9-SG10 A group of segments identifying membership processing details related to status, benefits and contributions. 00350 MEM, Membership details A segment providing details related to the member benefit/contribution category and status. Conditionally, details on any insurance cover level or rate table, as well as the reason for any change may be given. 00360 Segment group 9: ATT-PCD A group of segments identifying any additional member attributes. 00370 ATT, Attribute A segment providing details related to member attribute information not otherwise specified. 00380 PCD, Percentage details A segment providing the percentage of an associated member attribute. 00390 Segment group 10: COT-MOA-PCD-DTM-PYT-FTX A group of segments identifying member contribution amount details and their type. This segment group may be used to identify the rate or amount of any additional/ voluntary contributions. It may also be used for periodic reviews, or for other relevant purposes. 00400 COT, Contribution details A segment identifying the type of contributions, any investment instruction (e.g. an indication whether multiple investment funds apply), the rate of any additional/ voluntary contributions, and the reason for any change in contributions as required. For periodic review purposes, the contribution type (e.g. member or company paid, additional or voluntary etc.) is mandatory. 00410 MOA, Monetary amount A segment giving a contribution amount which is to be, or has been, paid for or by the member. This segment is associated with the above COT segment (e.g. a voluntary contribution amount or the contribution amount relevant for review purposes could be given). For periodic review purposes this segment is mandatory. 00420 PCD, Percentage details A segment providing the percentage of any indicated contribution. 00430 DTM, Date/time/period A segment specifying the contribution start and end dates, and the date of any contribution termination as needed (mainly for review purposes). 00440 PYT, Payment terms A segment giving the payment frequency of contributions (as part of the type of period). Other payment terms information may also be provided. 00450 FTX, Free text A segment for free text information in coded or clear form, to give information on additional attributes if required. Coded text should be used where possible, as the use of clear text may require special processing of the FTX segment information. 4.1.3 Summary section Information to be provided in the Summary section: 00460 CNT, Control total A segment to provide message control totals as required. For example, the total number of members included in the message could be provided. 00470 AUT, Authentication result A segment to specify the results of the application of an authentication procedure, enabling to check the authenticity of the sender and the integrity of the data. 00480 UNT, Message trailer A service segment ending a message, giving the total number of segments in the message (including the UNH & UNT) and the control reference number of the message. 4.2 Segment index (alphabetical sequence by tag) ATT Attribute AUT Authentication result BGM Beginning of message CNT Control total COM Communication contact COT Contribution details CTA Contact information CUX Currencies DTM Date/time/period EMP Employment details FTX Free text GEI Processing information MEM Membership details MOA Monetary amount NAD Name and address PCD Percentage details PYT Payment terms REL Relationship RFF Reference UNH Message header UNS Section control UNT Message trailer
4.3 Message structure 4.3.1 Segment table Pos Tag Name S R HEADER SECTION 00010 UNH Message header M 1 00020 BGM Beginning of message M 1 00030 RFF Reference M 6 00040 CUX Currencies C 1 00050 DTM Date/time/period C 9 00060 FTX Free text C 5 00070 ---- Segment group 1 ------------------ C 6----------------+ 00080 NAD Name and address M 1 | | 00090 ---- Segment group 2 ------------------ C 5---------------+| 00100 CTA Contact information M 1 || 00110 COM Communication contact C 1---------------++ DETAIL SECTION 00120 UNS Section control M 1 00130 ---- Segment group 3 ------------------ M 999999-----------+ 00140 NAD Name and address M 1 | 00150 DTM Date/time/period M 15 | 00160 ATT Attribute C 9 | 00170 RFF Reference C 9 | | 00180 ---- Segment group 4 ------------------ C 99--------------+| 00190 REL Relationship M 1 || 00200 NAD Name and address M 1 || 00210 PCD Percentage details C 1---------------+| | 00220 ---- Segment group 5 ------------------ C 9---------------+| 00230 EMP Employment details M 1 || 00240 PCD Percentage details C 1 || 00250 CUX Currencies C 1 || 00260 NAD Name and address C 9 || || 00270 ---- Segment group 6 ------------------ C 9--------------+|| 00280 MOA Monetary amount M 1 ||| 00290 PYT Payment terms C 1 ||| 00300 DTM Date/time/period C 1--------------++| | 00310 ---- Segment group 7 ------------------ M 20--------------+| 00320 GEI Processing information M 1 || 00330 DTM Date/time/period C 1---------------+| | 00340 ---- Segment group 8 ------------------ C 9---------------+| 00350 MEM Membership details M 1 || || 00360 ---- Segment group 9 ------------------ C 9--------------+|| 00370 ATT Attribute M 1 ||| 00380 PCD Percentage details C 1--------------+|| || 00390 ---- Segment group 10 ------------------ C 99-------------+|| 00400 COT Contribution details M 1 ||| 00410 MOA Monetary amount C 1 ||| 00420 PCD Percentage details C 1 ||| 00430 DTM Date/time/period C 3 ||| 00440 PYT Payment terms C 1 ||| 00450 FTX Free text C 3--------------+++ SUMMARY SECTION 00460 CNT Control total C 9 00470 AUT Authentication result C 1 00480 UNT Message trailer M 1