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VTXml Team Skills Matrix
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Modified on 2012/12/20 11:02
by
Joe Prock
Categorized as
Team
»
VTXml Team Skills Matrix
[X]
»
VTXml Team Skills Matrix
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
X
DTCC
FAR
X
DTCC
POV/PVF/PFF
X
DTCC
COM
X
DTCC
Money Settlement
X
DTCC
Attachments
X
DTCC
Replacements
X
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
X
DTCC
IPS ACATS
X
DTCC
IPS Fund Transfers
X
DTCC
IPS Withdrawals/Settlement
X
DTCC
IPS SDR 22c
X
DTCC
IPS LNA
X
DTCC
IPS LNA (Producer Training Update)
X
DTCC
IPS Paymentexchange
X
DTCC
IPS Data Analytics
X
DTCC
IPS DSO Functionality
X
DTCC
IPS/Mutual Funds DataTrak
X
DTCC
IPS/Mutual Funds Money Settlement Summary (MSS)
X
DTCC
Mutual Funds FundServ
X
DTCC
Mutual Funds ComServ
X
DTCC
Mutual Funds Networking
X
DTCC
Mutual Funds ACATS
X
DTCC
Mutual Funds Cusip Profile
x
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
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