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 2.6 UN/ECE UNSM - General Introduction,
Section 1.
3. TERMS AND DEFINITIONS
3.1 Standard 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 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 97B
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 SUPMAN