PENSIONSOFT CHANGE LOG
PENSIONSOFT RESOURCE LINKS
2022 DB PRECISION UPDATES
Current Beta Version

• Phone Export: Adds new export format, "xxx.xxx.xxxx", for phone numbers.

• Portal Settings Export: Includes new options for the exporting of certain portal settings such a portal name and support information.

• Annuity and Conversion Factors: Corrects problem where factor would not be calculated if beneficiary age was on or after age of 100% probability of death.

• Portal Settings: Fixes issue which would cause users to be unable to save portal settings for sponsors with a fixed minimum date before which calculations could not be processed.

• Expand/Collapse All: Adds this functionality to all expandable and collapsible tree branches.

• Informational Exports: No longer requires a person to be eligible for a plan when running this type of export on the portal.

• GETBENPAYSET Function: Now reflects accrued benefit as a minimum for plans with formula-based late retirement benefits when determining amounts through this function.

• Person Creation: When creating a new Person from another Person (beneficiary), now copies latest group code, contract code, and location code Reported Amount information from prior Person.

• Person Reported Amounts: No longer sets stop date equal to effective date when adding a new Reported Amount for a Person on the portal for non-recurring Reported Amounts.

• Worktrack Request Emails: Adds new option to hide/show comments entered in the original request on the confirmation email that can be sent.

• Masked Edit Controls: When pasting to a masked edit control (primarily used for SSN and phone numbers in DBP), now corrects for issues when copying from another masked edit control where pasted values included spaces and parentheses.

• Export Filter: If the option to hide an Export Definition from the portal based upon the definition's filter requirements is checked, now also requires that the filter formula be non-blank to hide.

• SOB Notice Date: Adds option to hide Suspension of Benefits Notice date on the portal.

• One-day Averaging Periods: Includes new option to allow for one-day averaging periods (currently only allowed if an average includes a rate of pay).

• Portal Password Expiration: Supports the ability to specify password days expiration on the portal.

• Minimum Distribution Report: Adds additional detail to Excel extract.

• Worktrack Detail Screen: Now allows archive documents to be viewed directly from this screen.

• Account Interest Accumulation: Now applies period rounding to interest accumulation if final period does not end at beginning or end of month when rounding is specified.

• Account Interest Fraction Accumulation: Includes new parameter to apply period rounding rules when this option is selected.

• Large Reported Amount Values: Fixes issue where very large reported amounts could appear as changes on import and the Person Reported Amount dialog.

• Dynamic Snapshots: For PensionSoft customers with a portal license, adds support for dynamically created snapshots that run nightly to update participant status display as well as be referenced in Person Worksheets for display of snapshot-calculated items.

• Worktrack Listing: Corrects problem when filtering Worktrack lists between waiting for you versus waiting for others.

• Worktrack Comments: Fixes differences between how comments are handled when entered using the portal versus DBP.

• Average Earnings Units: Adds new averaging unit, Bi-weekly (27) that is similar to regular bi-weekly periods but assumes that a year consists of 27 rather than 26 periods.

• Plans and Large Number of Formula Derived Items: Dramatically decreases load times when opening a Plan Document or running calculations for plans with a large number of Formula Derived Items.

• GETMORTRATE Function: Includes new formula function for determining mortality rates at specified ages.

• GETSURVFRACTION Function: Includes new formula function for determining probability of survival between ages.

• DOLOOP Function: Includes new formula function that allows for the creation of a loop to return final value, accumulated value, or loop count.

• Worktrack Report: Adds task definition name as well as option to display task definition description.

• Floating 417(e) Mortality: Now reflects the newly published 2023 417(e) mortality table when the floating table is specified and an applicable calculation is completed for dates beginning in 2023.

• Person Worksheet Monthly Display: Extends ability to show amounts as monthly on the portal to include benefit-related valuation details.

Version 2022.22.3.30 - Released 3/30/2022

• Website Communication: Changes the way that all communication is exchanged between DB Precision and both the PensionSoft web server and portal servers.

• Employee Identifier Reported Amount: Adds new type of Reported Amount, Employee Identifier, that when used for any sponsor can then be referenced on the Call Center screen to find a participant.

• Employee Identifier Search: Supports searching for Employee Identifier in addition to SSN on the portal

• Simplified Ribbon Display: Allows users to choose between simplified and classic ribbon display.

• Black Office Theme: Adds support for the Office Ribbon black theme.

• Person Worksheet: Adds additional valuation data variables to items that can be included in a Person Worksheet.

• GETRPTAMT Function: Modified to provide new functionality including the ability to the return the count of amounts as well as to filter items by amount value.

• GETBENLATEST Function: Adds new optional parameter to ignore annuity payments when searching for latest benefit.

• GETBENLATEST Function Dynamic Indicator: When using this indicator, now reflects benefit payment level as of date specified (when there are multiple benefit levels).

• Service Repeating Decimal Rounding: Includes new option to specify the number of decimals that repeating decimals should be rounded (ex. nearest month to 4 decimals).

• Hours Bank Concurrent Years Limit: Includes new option to limit the number of concurrent years that hours bank withdrawals may be made.

• Average Earnings Weekly/Bi-weekly Periods: Supports the creation of weekly and bi-weekly average earnings periods that do not start on a Sunday.

• Archive Document Description: Now uses an Export Definition's Archive Type field to provide a more detailed description for when an archive is produced in both DBP and on the portal.

• Person Reported Amount Screen: List of amounts now allows for multiple selection in order to support the deletion of multiple amounts at once.

• Benefit Payment Withholding Override Values: Adds support for overriding withholding values to $0.

• Non-taxable Months: Adds ability to store the number of non-taxable months applicable for a benefit payment.

• SOB Notices: Disregards SOB notices issued after calculation/termination date.

• Calculation Results: Adds support for dynamic resizing and better usage of space on calculation results screen.

• Workflow Screen: Adds support for dynamic resizing.

• Certain and Life / J&S With Certain Periods: When beyond the certain period, now disregards the certain period for purposes of valuation extract and dynamic GETBENLATEST function payment form and certain period extract.

• Database Transfer: When transferring Person data between servers, can now filter those people being transfered based upon the value of a Reported Amount.

• PenChecks Benefit Distributions: Includes new ability to add a benefit distribution for a Person to a set of existing payments.

• Full Name Import: Adds additional logic to the import of full name to handle situations where more than 3 names are being imported.

• Import Display: Corrects problem where changes to the non-taxable portion of a benefit payment were not appearing on the import results.

• Snapshot Indicator: fixes problem where the Snapshot Ignore indicator could be wrongly checked on import (note that participant benefit would not be ignored unless the ignore date was then also specified).

• PenChecks Payment Processing: Now properly reflects multiple benefit payment levels and PIA level income options when determining payment amounts.

• Person Notes Screen: Fixes problem where timer was not appearing on this screen.

• License Administration Screen: Fixes issue where application would fail when opening this screen prior to login.

• Joint and Last Survivor: Corrects issue which could cause the benefit payable while both participant and spouse are not alive for joint and last survivor payment forms to not update properly through a benefit export update.

• Server Explorer: Corrects for problem which could cause the application to fail if Server Explorer was running and a dialog box was then opened.

• Participant Benefit Normalization: Now normalizes benefit payments prior to database storage for all types of input including import and Person Worksheet rather than only when manually entered for a Person.

• Worktrack Task Plan Number: Now sets plan number for a worktrack task on portal task creation if plan number is defined in the Worktrack Task Definition.

• Internet Portal Benefit Effective Date: Updates Internet Controller so that it will update the current benefit effective date (if there is no benefit history) or matching benefit history effective date if a payment start date is changed on the portal.

• Data Request and Lump Sum Payments after last Valuation Date: Corrects issue which could cause a lump sum paid after the valuation date to not display when not suppressing changes since that date.

• Disability due to Workers' Compensation: Fixes issue where termination due to workers' compensation disability was not being treated as a disability date for status determination.

• PenChecks Payment Processing: Fixes issue where the federal withholding amount can be overstated during PenChecks payment processing if filing status is set to something other than "None Selected" and there is an additional withholding amount that is also specified for a person.

• ANNFACTORINTERPCOMM Function: Adds support for age setback and setforward when using this function.

• Exports and Saving to a Field: Corrects an issue which could make it difficult to change the field being saved to for an export item.

• Export Bookmarks - Service Definitions: Corrects problem where service total would include service breaks when displaying a totals row.

• System Settings Screen: Corrects minor issues with this screen including the inability to detect changes on cancel.

• Worktrack Payment Start Date: Refines 180-day payment start date cutoff to use 180 days from current date rather than 6 months from the end of the month.

• Patch 1.01: Internet Controller: Includes changes to ensure that an Internet Controller remains responsive after a portal or PensionSoft website update is made.

• Patch 1.02: Internet Controller: Fixes issue where DB Precision experiences a delayed start on machines with outbound firewall restrictions.

• Patch 1.03: Internet Controller: Includes changes to ensure that an Internet Controller remains responsive after a portal server restart.

• Patch 1.04: GETBENLATEST: Corrects problems with this release for the GETBENLATEST function when using the dynamic indicator and not passing a date to the function.

• Patch 1.05: Archive Import: Fixes issue which could cause the participant transaction log to not properly record transactions for imported archives.

• Patch 1.06: Internet Controller: Adds additional changes to avoid .NET error which occasionally is displaying with new version.

• Patch 1.06: Microsoft Excel and Word: Ensures that these sessions now close upon critical error such as invalid Word Merge field contained in a portal export.

• Patch 1.07: Internet Controller: Corrects problem occuring when an SSN change was made through the portal.

Version 2022.22.1.11 - Released 1/11/2022

• System Change Log: Now records all system changes in a new database log.

• Formula Autocomplete: Improves display, and shows string matches, even if they do not start with what is typed.

• Worktrack Request Status Filter: Includes new option to filter Worktrack Tasks based upon participant status.

• Worktrack User Choose: When specifying individual users that can complete tasks or should receive email notification, can now specify based upon group name.

• 415(b) Limit Compensation Periods: Allows for the specification of periods that are a function of termination date rather than fixed anniversary periods.

• ANNFACTORINTERPCOMM Formula Function: Includes new function to be used for determining annuity factors that use interpolation of the commutation functions Nx and Dx for determining factors at non-integer ages (rare).

• Account Transaction Allocation: Includes new options to allocate transactions based upon weeks.

• 2D Mortality Projection and Rate Blending: Adds choice of methods when projection mortality using 2D tables and gender rate blending.

• Portal Calculation Filter: Users can now indicate that an Export Definition Filter Formula should be used to determine whether to hide/show an export on the portal.

• Portal Calculation Salary Increases: Users can now indicate that employee contributions should be projected at the same rate as pay increases.

• Participant Benefit History: Uses benefit history to determine latest benefit payment level and estimated prior year benefit payments (prior version extracted the latest of all benefit payments).

• Supplemental Benefit: Users can now indicate that a benefit payment is supplemental which does not get reflected in status determination but displays as a second benefit in the valuation extract.

• Manage Portal Security: Now only checks and unchecks selected items (previously, this button applied to all list items).

• Worktrack Report: Includes option to display step completion dates, even when running this report for all sponsors.

• Interface Theme: Moves interface theme selection to Options screen and changes options available.

• SSA-2021 Mortality Projections: Adds support for this 2D mortality projection table.

• Batch Email Processing: Corrects rare instances where no emails would be processed/sent when running multiple Internet Controllers.

• Person Worksheet Person Deletions: Now properly logs person deletions when made through a Person Worksheet in the Person transaction log.

• Notes Report: When creating a Notes Report for a Person that is in multiple sponsors, now only shows notes for the opened sponsor.

• Formula Autocomplete: Now displays autocomplete prior to a carriage return.

• Excel Button: Fixes display issues when exporting to DBP on-screen lists to Excel when a list item included a carriage return.

• Storing Benefit from Calculation Results Screen: Corrects issue where a benefit payment could be incorrectly set as a joint-and-last survivor rather than joint-and-survivor form of payment when joint-and-survivor is chosen.

• Service Definition Export Bookmark: When selecting the option to hide rows with zero values, no longer displays break-in-service rows.