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Superannuation maintenance message
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.
1.1. 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.
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:
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.
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.
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.
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.
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.
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.
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).
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.
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.
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.
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)
4.3. Message structure
4.3.1. Segment table
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