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UN/EDIFACT
UNITED NATIONS STANDARD MESSAGE (UNSM)

Superannuation maintenance message

Version:D
Release:97A
Contr. Agency:UN
Revision:1
Date:96-12-13
SOURCE:Australia/New Zealand EDIFACT Board

CONTENTS
Superannuation maintenance message
  1. INTRODUCTION
  2. SCOPE
    1. Functional definition
    2. Field of application
    3. Principles
  3. REFERENCES
  4. TERMS AND DEFINITIONS
    1. Standard terms and definitions
  5. MESSAGE DEFINITION
    1. Data segment clarification
      1. Header section
      2. Detail section
      3. Summary section
    2. Data segment index (alphabetical sequence)
    3. Message structure
      1. Segment table

For general information on UN standard message types see UN Trade Data Interchange Directory, UNTDID, Part 4, Section 2.6, UN/ECE UNSM General Introduction


This message also occurs in the following versions of this standard:
D93A, D94A, D94B, D95A, D95B, D96A, D96B, D97A, D97B, D98A, D98B, D99A, D99B, D00A, D00B, D01A, D01B, D01C, D02A, D02B, D03A, D03B, D04A, D04B

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


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 element0065SUPMAN
0052D
005497A
0051UN

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

4.3. Message structure


4.3.1. Segment table

├─UNH Message header ×1 (M)
├─BGM Beginning of message ×1 (M)
├─RFF Reference ×6 (M)
├─CUX Currencies ×1 (C)
├─DTM Date/time/period ×9 (C)
├─FTX Free text ×5 (C)
├─Segment Group 1 ×6 (C)
├─NAD Name and address ×1 (M)
└─Segment Group 2 ×5 (C)
──├─CTA Contact information ×1 (M)
──└─COM Communication contact ×1 (C)
├─UNS Section control ×1 (M)
├─Segment Group 3 ×99999 (M)
├─NAD Name and address ×1 (M)
├─DTM Date/time/period ×15 (M)
├─ATT Attribute ×9 (C)
├─RFF Reference ×9 (C)
├─Segment Group 4 ×99 (C)
├─REL Relationship ×1 (M)
├─NAD Name and address ×1 (M)
└─PCD Percentage details ×1 (C)
├─Segment Group 5 ×9 (C)
├─EMP Employment details ×1 (M)
├─PCD Percentage details ×1 (C)
├─CUX Currencies ×1 (C)
├─NAD Name and address ×9 (C)
└─Segment Group 6 ×9 (C)
──├─MOA Monetary amount ×1 (M)
──├─PAT Payment terms basis ×1 (C)
──└─DTM Date/time/period ×1 (C)
├─Segment Group 7 ×20 (M)
├─GIS General indicator ×1 (M)
└─DTM Date/time/period ×1 (C)
└─Segment Group 8 ×9 (C)
──├─MEM Membership details ×1 (M)
──├─Segment Group 9 ×9 (C)
──├─ATT Attribute ×1 (M)
──└─PCD Percentage details ×1 (C)
──└─Segment Group 10 ×99 (C)
────├─COT Contribution details ×1 (M)
────├─MOA Monetary amount ×1 (C)
────├─PCD Percentage details ×1 (C)
────├─DTM Date/time/period ×3 (C)
────├─PAT Payment terms basis ×1 (C)
────└─FTX Free text ×3 (C)
├─CNT Control total ×9 (C)
├─AUT Authentication result ×1 (C)
└─UNT Message trailer ×1 (M)

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