Exporting your document specifications data from ASC is an easy way to import document specifications into PensionPro.
Software Requirements: Team, Core, Essential, Premium, Business
Security Rights Needed: Maintenance
Please note the following:
- PensionPro has created a Document Specification Template that can be used as a starting point for your system. It has the field names identified as the field names in your export. To receive a copy, submit a help ticket and request it.
- PensionPro requires an Effective Date for each import. The ASC file has an EffectiveDate field but it isn't always populated with a value. PensionPro requires a value. Most clients elect to add a column for the Import date labeled "Import Date" and use the Effective Date in the template to represent the Restatement Effective Date. Just add a column to your import file and enter the import date as the value for each record being imported. When mapping, select this field to map for the import effective date.