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Page History: VTXml Team Skills Matrix

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Page Revision: 2012/12/17 15:42

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