Welcome Guest, you are in: <root> • Login

Page History: VTXml Team Skills Matrix

Compare Page Revisions

23 22 21 20 19 18 17 16 15 14 13 12 11 10 9 8 7 6 5 4 3 2 1 0 Current 23 22 21 20 19 18 17 16 15 14 13 12 11 10 9 8 7 6 5 4 3 2 1 0

« Older Revision - Back to Page History - Newer Revision »

Page Revision: 2012/12/17 15:27

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