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Deferreds AOS

Active Member Data File

Double click to select the member data file containing the member data for the particular class of membership i.e. active, deferred or pensioner. The data file will have been created via Data>Data Build and will have a .dat extension. The data file will be found in the Input Folder.

Data Format

The data format of the data file(s).

The data format are saved parameters specifying the column specification of each of the data items contained in the data file. Data format descriptions are prefixed by an indication of the type of format e.g. <Act> for Actives, <Def> for Deferreds, <Pen> for Pensioners.

If you intend to use the GMP Calculators to calculate GMPs after creating your data, ensure that columns are created in your data file for these fields. (In addition, enter dummy data into the data file for the first member that is at least as large as the largest expected GMP for all members. This will ensure that the Format created leaves sufficient space for the GMPs calculated.)

Data>Build

If you have created data using Data>Build then the format name will be the same as the original source (CSV) file or Excel file/tab name.

BasisModule>Migrate

If you have migrated your data files from earlier versions the name will be unchanged.

Modes of Exit

  • Retirement
  • Death In Deferment

For each cause of exit, select the codes that identify members who have exited from that cause. Any number of modes of exit can be specified to represent each of the different causes of exit.

Save

Clicking on the Save button allows you to save the entries.

Quit

Clicking on the Quit button allows you to exit without saving any of your changes.

In some of the screens you will be asked to confirm if you want to exit Ignoring all changes. If you click Yes, the file will be closed without saving any changes. If you click No you will be returned to your original screen.