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

       This message may be applied for both national and international
       superannuation maintenance. It is based on general commercial
       practice 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 2.6 UN/ECE UNSM - General Introduction,
       Section 1.

3.    TERMS AND DEFINITIONS

       See UNTDID, Part 4, Chapter 2.6 UN/ECE UNSM - General Introduction,
       Section 2.

4.    MESSAGE DEFINITION

4.1   Data Segment Clarification

       This section should be read in conjunction with the Branching
       Diagram and the Segment Table which indicate mandatory,
       conditional and repeating requirements.

4.1.1  Header section

       Information to be provided in the Header section:

0010 | 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 95B
                     0051 UN

0020   BGM, Beginning of message
       A segment for unique identification of the Superannuation
       Maintenance Message, the type of Superannuation Maintenance and
       its function.

0030   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.

0040   CUX, Currencies
       A segment giving the currency and the associated exchange rate
       of any total monetary amount to be paid, if required.

0050   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.

0060   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.


0070   Segment group 1: NAD-SG2
       A group of segments identifying names and addresses relevant to
       the Superannuation Maintenance message.

0080      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.


0090      Segment group 2: CTA-COM
          A group of segments identifying contact persons or
          department and their communication number.

0100         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.

0110         COM, Communication contact
             A segment specifying communication contact number.

4.1.2  Detail section

       Information to be provided in the Detail section:

0120   UNS, Section control
       A service segment placed at the start of the summary section to
       avoid segment collision.


0130   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.

0140      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.

0150      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.

0160      ATT, Attribute
          A segment providing the member's sex or marital status
          details.

0170      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.


0180      Segment group 4: REL-NAD-PCD
          A group of segments identifying details of any
          beneficiaries.

0190         REL, Relationship
             A segment providing the relationship between the member
             and the member's beneficiary.

0200         NAD, Name and address
             A segment providing name and address details of the
             member's beneficiary.

0210         PCD, Percentage details
             A segment providing the percentage details of the
             benefits assigned to the beneficiary.


0220      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.

0230         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.

0240         PCD, Percentage details
             A segment providing the percentage of part-time
             employment or other relevant percentage details.

0250         CUX, Currencies
             A segment identifying the currency and associated
             exchange rate of the member's salary and contributions.

0260         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.


0270         Segment group 6: MOA-PAT-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.

0280            MOA, Monetary amount
                A segment giving the salary monetary amount for the
                period defined in the PAT 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.

0290            PAT, Payment terms basis
                A segment giving the salary amount time relation (e.g.
                yearly), and the salary payment frequency (e.g.
                monthly)

0300            DTM, Date/time/period
                A segment giving a date related to salary (e.g. the
                salary effective date).


0310      Segment group 7: GIS-DTM
          A group of segments providing general indicators for
          processing and associated dates where appropriate.

0320         GIS, General indicator
             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.

0330         DTM, Date/time/period
             A segment giving the date associated with the general
             indicator segment information.


0340      Segment group 8: MEM-SG9-SG10
          A group of segments identifying membership processing
          details related to status, benefits and contributions.

0350         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.


0360         Segment group 9: ATT-PCD
             A group of segments identifying any additional member
             attributes.

0370            ATT, Attribute
                A segment providing details related to member
                attribute information not otherwise specified.

0380            PCD, Percentage details
                A segment providing the percentage of an associated
                member attribute.


0390         Segment group 10:COT-MOA-PCD-DTM-PAT-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.

0400            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.

0410            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.

0420            PCD, Percentage details
                A segment providing the percentage of any indicated
                contribution.

0430            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).

0440            PAT, Payment terms basis
                A segment giving the payment frequency of
                contributions (as part of the type of period). Other
                payment terms information may also be provided.

0450            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:

0460   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.

0470   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.

0480   UNT, Message trailer
       A service segment ending a message, giving the total number of
       segments in the message and the control reference number of the
       message.

4.2   Data 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
          GIS General indicator
          MEM Membership details
          MOA Monetary amount
          NAD Name and address
          PAT Payment terms basis
          PCD Percentage details
          REL Relationship
          RFF Reference
          UNH Message header
          UNS Section control
          UNT Message trailer

Contents of D.95B