NAVA Usage of ACORD XML

For PPfA support 

1 DAY PUBLIC CLASS

December 4, 2007

9:00am-5:00pm

Renaissance Concourse Hotel, Atlanta GA

This public session has been canceled and will be rescheduled.  

If interested in further information, please contact Tana Sabatino - tsabatino@vallue.com

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The NAVA STP Committee / Data Conformity Group develops comprehensive specifications based on the ACORD standard for two main areas: 

This training course is based on our 2 day private course offering and is abbreviated to focus on the PPfA content, since that's where the majority of implementations are focused today.  It walks people through the ACORD features and components that are important to understand in order to read or write a PPfA and includes use cases specific to the NAVA audience.  It also provides an overview of XML documents and schemas.   

In addition, NAVA has undergone a major update to its specification, changing the way certain requirements are modeled and adding support for items that were not implemented in the initial guide. This has been dubbed the 2.10 to 2.16 upgrade. This version number is based on the ACORD standard version the specification is positioned against. This training will also emphasize for participants the differences between these two specifications so that they are prepared to make the shift.

Students leave with a comprehensive understanding of the requirements for implementing PPfA and the changes happening today with regard to this specification.

Topics include:

         - Overview of Organizations

         - ACORD Process

         - NAVA Process

         - XMLife

         - TXLife

         - XtbML  

         - How to read XML documents

           Covering elements, aggregates, hierarchies attributes, IDs and IDREFs

         - How to read an XML schema  

         - Object hierarchy

         - Parties

         - Holdings

         - Products

         - Relating information

         *While all PPFA features will be covered, certain requirements are emphasized

         - FeatureProduct and FeatureOptProduct

            - Arrangements versus Riders

            - Identifying conflicts, requisites

            - Showing various options for a feature

         - Modeling Jurisdictional Differences

         - Defining ownership constraints

         - Investment product availability

         - How to select appropriate aggregate when functionality overlaps   

         - Data Element requirements

         - Distribution Agreements 

         - Use of XTbML for commission schedules, interest rates

         - Use of TXLife Layer

         - Important features for NAVA community

         - What's new since 2.10

         - What's different from how it was implemented in 2.10

Prepare in advance:

Use your time wisely and provide the instructor with specific issues you are trying to work through.  When feasible, examples provided at least one week prior to the course will be worked into the use cases.

Target Audience:

This class targets business analysts and developers who are working with the NAVA specifications.  Basic understanding of annuity products and features desired.  No prior knowledge of XML needed.