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Page History: VTXml Team Skills Matrix

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Page Revision: 2012/12/17 14:27

Function	Task
		Angela Lisi	Denise Martus	Elaine Lechowicz	Elizabeth Santa	Ellen Lester	Gary Parent	Ginny Kiraly	Greg Phillips	Joe Procacini	Katie Lewinstein	Kelly White	Lisa Cavaliere	Mary Heimlich	Melissa Zils	Pamela Simonds	Peter Luschenat	Preston Maltempo	Roger Morin	Suzanne Brazeal
Analysis	Perform Forms Gap Analysis – Annuity
Analysis	Perform Forms Gap Analysis - Life																	!!
Analysis	Perform Product Gap Analysis Annuities																			|-	Analysis !! Perform Product Gap Analysis - Life																	!!
ACORD !! Familiar with 103 message
ACORD !! Familiar with 1201 message
ACORD !! Familiar with 1204 message
ACORD !! Familiar with 228 message
ACORD !! Familiar with 212 message
ACORD !! Familiar with 111 message
ACORD !! Familiar with 1125 message
ACORD !! Familiar with 127 message
ACORD !! Familiar with 1128 message
ACORD !! Familiar with 105 message
ACORD !! ACE Question creation
ACORD
ADMConnect !! Create/Modify Context file
ADMConnect !! Create/Modify Scrubs
ADMConnect !! Create/Policy Rules
ADMConnect !! Create/Modify Distributor Suitability questions
ADMConnect !! Create/Modify Metadata
Distributor Analysis	Perform Carrier Product Gap Analysis - Annuity
Distributor Analysis	Perform Carrier Product Gap Analysis - Life
Distributor Analysis	Perform Suitability Gap Analysis - Annuity
Distributor Analysis	Perform Suitability Gap Analysis - Life
Data Management !! Cleanup Distributors
Data Management !! Cleanup Features
Data Management !! Cleanup Invest Products
Data Management !! Cleanup Ownerships
Data Management !! Product Conversions
Data Management !! Mapping (i.e. DTCC files)
DTCC !! APP/SUB
DTCC !! FAR
DTCC !! POV/PVF/PFF
DTCC !! COM
DTCC !! Money Settlement
DTCC !! Attachments
DTCC !! Replacements
Forms !! Tag Forms - Annuity - Ebix																	!!
Forms !! Tag Forms - Annuity - Aplifi																	!!
Forms !! Tag Forms - Life - Ebix																	!!
Forms !! Tag Forms - Life - Aplifi																	!!
Modeling !! Model Commissions																	!!
Modeling !! Model Features																	!!
Modeling !! Model Arrangements																	!!
Modeling !! Model Coverages																	!!
Modeling !! Model Underwriting Guidelines																	!!
Modeling !! Model Ownerships																	!!
Modeling !! Model Payout Options																	!!
Modeling !! Model Products - Annuity																	!!
Modeling !! Model Products - Life																	!!
Platform !! Create l Carrier Questions - Ebix																	!!
Platform !! Create l Carrier Questions - Aplifi																	!!
Platform !! Create l Distributor Questions/Questionnaires - Ebix																	!!
Platform !! Create l Distributor Questions/Questionnaires - Aplifi ?																	!!
Platform !! Create l Suitability Scoring - Ebix																	!!
Platform !! Create l Suitability Scoring - Aplifi																	!!
Platform !! Create l Common Map - Aplifi																	!!
Platform !! Create l Forms XML - Ebix																	!!
Project Management !! Create l Project Plans																	!!
Project Management !! Create l Status Reports																	!!
Project Management !! Manage Issue Logs																	!!
Project Management !! Manage Project Plans																	!!
Project Management !! Manage Status Reports																	!!
Project Management !! Compiling Project work effort Estimates																	!!
Project Management !! Creating Statement of Work documents																	!!
Requirements Writing !! Feature																	!!
Requirements Writing !! Ownership																	!!
Requirements Writing !! Product																	!!
Requirements Writing !! System Updates																	!!
Requirements Writing !! For a Distributor - Multi-Carrier																	!!
Support Desk !! To Carrier																	!!
Support Desk !! To Platform																	!!
Support Desk !! To VTXML team																	!!
Testing !! Create l Test Plans																	!!
Testing !! Execute Test Plans																	!!
Testing !! Test Forms - Ebix																	!!
Testing !! Test Forms - Aplifi																	!!
Testing !! Test Forms Common Map - Aplifi																	!!
Testing !! Test Forms XML - Ebix																	!!
Testing !! Test Carrier Questions - Ebix																	!!
Testing !! Test Carrier Questions - Aplifi																	!!
Testing !! Test Distributor Questions - Ebix																	!!
Testing !! Test Distributor Questions - Aplifi																	!!
Testing !! Test Products																	!!
Testing !! Test Features																	!!
Testing	System Bugs DTCC																	!!
Testing	System Bugs VTXML																	!!
Testing	System Releases Aplifi																	!!
Testing	System Releases DTCC																	!!
Testing	System Releases Ebix AMP																	!!
Testing	System Releases Ebix AN3																	!!
Testing	System Releases Ebix ANW																	!!
Testing	System Releases VTXML																	!!
VTXML Functionality !! (Commission) Schedules																	!!
VTXML Functionality !! (Commission) Table Definitions																	!!
VTXML Functionality !! (Commission) Table Value																	!!
VTXML Functionality !! (New) Carrier Setup																	!!
VTXML Functionality !! Distribution Agreement																	!!
VTXML Functionality !! Distributor Config																	!!
VTXML Functionality !! Distributors																	!!
VTXML Functionality !! Features																	!!
VTXML Functionality !! Features Allowed Relationship/Role Restriction																	!!
VTXML Functionality !! Features Conflicts / Requisites																	!!
VTXML Functionality !! Features Source/Dest/Exclusion Funds																	!!
VTXML Functionality !! Fees																	!!
VTXML Functionality !! Investment Options																	!!
VTXML Functionality !! Ownership																	!!
VTXML Functionality !! Ownership Account Designations (Types)																	!!
VTXML Functionality !! Ownership Allowed Relationships																	!!
VTXML Functionality !! Ownership Funding Source Methods																	!!
VTXML Functionality !! Ownership Plan Types																	!!
VTXML Functionality !! Payout Options																	!!
VTXML Functionality !! Policy Product																	!!
VTXML Functionality !! Coverages																	!!
VTXML Functionality !! Arrangements																	!!
VTXML Functionality !! Underwriting Guidelines																	!!
VTXML Functionality !! Report Generator																	!!
VTXML Functionality !! User Setup and Edit																	!!
VTXML Functionality !! What's The Difference																	!!
DTCC	IPS IFT Rep/Bin																	!!
DTCC	IPS ACATS																	!!
DTCC	IPS Fund Transfers																	!!
DTCC	IPS Withdrawals/Settlement																	!!
DTCC	IPS SDR 22c																	!!
DTCC	IPS LNA																	!!
DTCC	IPS LNA (Producer Training Update)																	!!
DTCC	IPS Paymentexchange																	!!
DTCC	IPS Data Analytics																	!!
DTCC	IPS DSO Functionality																	!!
DTCC	IPS/Mutual Funds DataTrak																	!!
DTCC	IPS/Mutual Funds Money Settlement Summary (MSS)																	!!
DTCC	Mutual Funds FundServ																	!!
DTCC	Mutual Funds ComServ																	!!
DTCC	Mutual Funds Networking																	!!
DTCC	Mutual Funds ACATS																	!!
DTCC	Mutual Funds Cusip Profile																	!!
DST !! Fanmail																	!!
DST !! Vision																	!!
DST !! Commissions																	!!
Modeling !! Model Annuty - Free Look																	!!
B/D Mergers	Automation of B/D Mergers																	!!
Fund Conversions	Automation of Fund Manager Conversions																	!!