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VTXml Team Skills Matrix
Modified on 2012/12/20 11:02
by
Joe Prock
Categorized as
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<div style="width: 100%; height:50em; overflow:auto; border: 2px solid #088"> {| style="width: 75%; height: 300em" border="1" ! Scope="col" Width="200px" ! '''Function''' ! Scope="col" Width="200px" ! '''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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