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Page History: VTXml Team Skills Matrix

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Page Revision: 2012/12/17 16:04

Function	Task
		AL	DM	EL	ES	EL	GP	GK	GregP	JP	KL	KW	LC	MH	MZ	PS	PL	PM	RM	SB
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