6231 PGA Blvd
Suite 104-159
Palm Beach Gardens, FL
(888) 400-5729

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  Plan IS    
   
 
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  Trust IS
   
  PTF Log (1/15 - 12/15)
   
  PTF Log (1/16 - 12/16)
   
  PTF Log (1/17 - 12/17)
   
  PTF Log (1/18 - 12/18)

PTF Log (1/17 - 12/17)


Compiling the PTF Log

ALL PRODUCTS
 
 

TRUST AND IRA IS

 
INQUIRY AND REPORTS
 
DEPARTMENTAL REPORTS
 
RECORD ENTRY

05/14/17 - Stategy Trading Records
Fixed to display popup box
tsc.trustas.servlets.Tlr850wUpdateServlet.java

RECORD UPDATE
 
SYSTEM MAINTENANCE
 

PLAN IS

 
INQUIRY AND REPORTS

01/03/17 - Census Update and Layout
Added Rep number to field options.
tsc.planas.servlets.CensusImportLayoutServlet.java
tsc.planas.servlets.CensusImportServlet.java
tsc.business.rules.CensusImportRules.java
tsc.planas.servlets.CensusExportServlet.java
planas/censusImport/enterCensusExport.jsp
planas/censusImport/enterCensusImport.jsp
planas/censusImport/enterCompParms.jsp
planas/censusImport/enterCompParmsExport.jsp
planas/censusImport/enterLayout.jsp
planas/censusImport/updateLayout.jsp
planas/censusImport/Census Data Report Help Text.pdf
planas/censusImport/Census Export Help Text.pdf
planas/censusImport/Census Layout Help Text.pdf
planas/censusImport/Census Update Help Text.pdf
planas/censusImport/Census Error Log Help Text.pdf
tsc/conf/import/census.xml

 
DEPARTMENTAL REPORTS

01/13/17 - Holder's List
Added date, trade account number, and specific tan option to holder's list.
tsc.planas.servlets.HoldersListServlet.java
tsc.business.rules.HoldersListRules.java
tsc.planas.servlets.Plr660wTabChangeServlet.java /planas/holderList/holdersList.jsp
/planas/holderList/Holder List Help Text.pdf
/jasperreports/Planis/HolderList.jasper

06/13/17 - SEC 22c-2 Trailer Record Fix
tsc.dtcc.Response.java

 
RECORD ENTRY

02/17/17 - Benefit Payment Record
Changed display to show all funds in DBR record.
tsc.planas.servlets.Plr400ProcessDBRServlet.java
tsc.business.rules.Plr400Rules.java
/planas/plr400w/distributionBreakdownRecord.jsp

 
 

RECORD UPDATE

05/04/17 - Portfolio Rebalancing
Fixed portfolio rebalancing for BAC to show Multiple Accounts List popup.
tsc.planas.servlets.Plr380wSaveAccountSelectedServlet.java
tsc.planas.servlets.Plr380wDisplayAccountServlet.java
tsc.planas.servlets.Plr380wServlet
/tsc/planas/plr380w/displayAccounts.jsp
/tsc/planas/plr380w/portfolioRebalancing.jsp

 
 
SYSTEM MAINTENANCE
 
TRANSFER IS
 

CUSTOM PROGRAMS

 

BAC

04/10/17 - Added file change for BAC Checks
tsc.business.rules.Plr410Rules.java

FTJ

01/25/17 - Auto Purchase Fix
Fixed leading zero issue with bank account and routing number.
tsc.ftj.AutoPurchaseRules.java

 

NTCA

03/09/17 - MAP Source 14
Added source 14 to the MAP payroll screens.
tsc.customersite.ntca.MainRules.java

03/23/17 - Member System Changes
Fixed a few remaining issues when updating tan records with file data.
tsc.ntca.Ntc110TrustRules.java
tsc.ntca.Ntc110TrustRunMain.java

06/12/17 - Member System Changes
Fixed an error when phone numbers are not included in the import file.
tsc.ntca.Ntc110TrustRules.java
tsc.ntca.Ntc110TrustRunMain.java
tsc.ntca.Ntc110wTrustServlet.java
tsc.ntca.Custom1Servlet.java
/tsc/ntca/ntc110w/enterMemberSystemImport.jsp
/tsc/ntca/ntc110w/enterDownloadEmployeeData.jsp
/tsc/ntca/ntc110w/Member System Help Text.pdf
/tsc/custom/ntca.jsp
/tsc/ntca/ImportTansReport.jasper
/tsc/ntca/ImportTansReport.jrxml

 

GWN Matrix

04/10/17 - Trade File Restore Program
Added Trade File Restore program.
tsc.gwnmatrix.matrix.CreateTradingFile.java
tsc.gwnmatrix.matrix.TradingMenuServlet.java
tsc.gwnmatrix.matrix.TradeFileRestoreServlet.java
tsc.gwnmatrix.matrix.TradeFileRestoreSelectServlet.java
tsc.gwnmatrix.matrix.TradeFileRestoreTabChangeServlet.java
tsc.gwnmatrix.matrix.TradeFileRestoreRules.java
tsc/gwnmatrix/matrix/matrixTradingMenu.jsp
tsc/gwnmatrix/matrix/tradeFileRestore/displayTradeFile.jsp
tsc/gwnmatrix/matrix/tradeFileRestore/tradeFileRestore.jsp
tsc/gwnmatrix/matrix/tradeFileRestore/tradeFileRestoreSelect.jsp
tsc/gwnmatrix/matrix/tradeFileRestore/Restore Trade File Help Text.pdf

04/06/17 - Contribution Processing Error Report Change
Added an Ecode error and changed the SSN to PIN.
tsc.gwnmatrix.ContributionRules.java
/tsc/jasperreports/gwnmatrix/tscFiles/ContributionProcessingErrorReport.jasper
/tsc/gwnmatrix/payrollImport/contributionProcessing.jsp
/tsc/gwnmatrix/payrollImport/Payroll Contribution Processing Help Text.pdf

05/05/17 - Import Price File Program
Created program to import Matrix price file.
tsc.gwn.ProcessPriceFile.java

05/11/17 - Import Price File Program
Added update of date and price to TRCLOGS.
tsc.gwn.ProcessPriceFile.java

07/10/17 - Demographic Interface Program
tsc.gwnmatrix.UpdateParticipants.java
tsc.gwnmatrix.UpdateParticipantsServlet.java
tsc.gwnmatrix.Custom1Servlet.java
tsc/jasperreports/gwnmatrix/demographics/AccountErrorReport.jasper
tsc/jasperreports/gwnmatrix/demographics/AccountErrorReport.jrxml
tsc/jasperreports/gwnmatrix/demographics/AccountReport.jasper
tsc/jasperreports/gwnmatrix/demographics/AccountReport.jrxml
tsc/gwnmatrix/demographics/demographicInterface.jsp
tsc/custom/gwnmatrix.jsp
tsc/gwnmatrix/demographics/Demographic Interface Help Text.pdf

11/21/17 - SEC 22c-2 Fix
tsc.dtcc.Response.class
tsc.dtcc.RequestUpdateServlet.class
/dtcc/22c-2 Archive Responses Help Text.pdf
/dtcc/22c-2 Requests Help Text.pdf
/dtcc/22c-2 Responses Help Text.pdf

12/28/17 - Participant Count Program
Fixed error report and updated downloadable file to display zero counts.
tsc.gwnmatrix.participantCount.ParticipantCountRules.class
/tsc/gwnmatrix/participantCounts/participantCountsErrorReport.jasper
/tsc/gwnmatrix/participantCount/Participant Count Help Text.pdf

GWNS

FFM

 

Target Planning Corporation

05/16/17 - Anniversary List
Added an error report.
tsc.tpc.AnniversaryListRules.java
/tsc/jasperreports/tpc/AnniversaryListErrorReport.jasper


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TSCI, Inc.
Trust and Retirement Plan Software
6231 PGA Blvd
Suite 104-159
Palm Beach Gardens, FL
(888) 400-5729

Copyright 2002-2015, TSCI, Inc.