Implementation Progress
Implementation progress details for each CLIEDIS member carrier by each feed.
Download a printable summary chart.
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Application Notification (includes both eApps and Paper)
Assumption Life: Approved in 2015Assumption Life
Approval InformationDate: 2015-10-02 Type: Enhanced iTechnical validation plus business content validation: all use cases verified as complete and accurate; production ready data evaluated; exceptions identified. Offered 2014+.
Version: 1.41Release Notes iIncludes information for contacting companies about 1) receiving the feed, 2) regarding issues with the feed you are receiving 3) supported and unsupported cases/products, exceptions in the feed, 4) implementation decisions.
BMO Life Assurance: Approved in 2017BMO Life Assurance
Approval InformationDate: 2017-07-05 Type: Enhanced iTechnical validation plus business content validation: all use cases verified as complete and accurate; production ready data evaluated; exceptions identified. Offered 2014+.
Version: 1.6Release Notes iIncludes information for contacting companies about 1) receiving the feed, 2) regarding issues with the feed you are receiving 3) supported and unsupported cases/products, exceptions in the feed, 4) implementation decisions.
PlansNotes:Beneva Inc: Approved Feb 2018; availability to be timed with eApp systemBeneva Inc
Approval InformationDate: 2018-02-28 Type: Enhanced iTechnical validation plus business content validation: all use cases verified as complete and accurate; production ready data evaluated; exceptions identified. Offered 2014+.
Version: 1.7Release Notes iIncludes information for contacting companies about 1) receiving the feed, 2) regarding issues with the feed you are receiving 3) supported and unsupported cases/products, exceptions in the feed, 4) implementation decisions.
Canada Life: Approved in 2017Canada Life
Approval InformationDate: 2017-01-01 Type: Enhanced iTechnical validation plus business content validation: all use cases verified as complete and accurate; production ready data evaluated; exceptions identified. Offered 2014+.
Version: 1.6 DetailsDate: 2017-10-01 Type: Enhanced iTechnical validation plus business content validation: all use cases verified as complete and accurate; production ready data evaluated; exceptions identified. Offered 2014+.
Version: 1.6 DetailsRelease Notes iIncludes information for contacting companies about 1) receiving the feed, 2) regarding issues with the feed you are receiving 3) supported and unsupported cases/products, exceptions in the feed, 4) implementation decisions.
Canada Protection Plan: Approved in 2017Canada Protection Plan
Approval InformationDate: 2017-02-01 Type: Enhanced iTechnical validation plus business content validation: all use cases verified as complete and accurate; production ready data evaluated; exceptions identified. Offered 2014+.
Version: 1.5Release Notes iIncludes information for contacting companies about 1) receiving the feed, 2) regarding issues with the feed you are receiving 3) supported and unsupported cases/products, exceptions in the feed, 4) implementation decisions.
Desjardins Financial Security: Approved in 2017Desjardins Financial Security
Approval InformationDate: 2017-07-05 Type: Enhanced iTechnical validation plus business content validation: all use cases verified as complete and accurate; production ready data evaluated; exceptions identified. Offered 2014+.
Version: 1.6 DetailsRelease Notes iIncludes information for contacting companies about 1) receiving the feed, 2) regarding issues with the feed you are receiving 3) supported and unsupported cases/products, exceptions in the feed, 4) implementation decisions.
EDGE Benefits: Approved November, 2020EDGE Benefits
Approval InformationDate: 2020-11-04 Type: Enhanced iTechnical validation plus business content validation: all use cases verified as complete and accurate; production ready data evaluated; exceptions identified. Offered 2014+.
Version: 1.9 DetailsRelease Notes iIncludes information for contacting companies about 1) receiving the feed, 2) regarding issues with the feed you are receiving 3) supported and unsupported cases/products, exceptions in the feed, 4) implementation decisions.
Empire Life: Approved in 2015Empire Life
Approval InformationDate: 2015-04-14 Type: Enhanced iTechnical validation plus business content validation: all use cases verified as complete and accurate; production ready data evaluated; exceptions identified. Offered 2014+.
Version: 1.3Date: 2016-01-06 Type: Enhanced iTechnical validation plus business content validation: all use cases verified as complete and accurate; production ready data evaluated; exceptions identified. Offered 2014+.
Version: 1.3 DetailsRelease Notes iIncludes information for contacting companies about 1) receiving the feed, 2) regarding issues with the feed you are receiving 3) supported and unsupported cases/products, exceptions in the feed, 4) implementation decisions.
Equitable Life: Approved in 2017Equitable Life
Approval InformationDate: 2017-07-05 Type: Enhanced iTechnical validation plus business content validation: all use cases verified as complete and accurate; production ready data evaluated; exceptions identified. Offered 2014+.
Version: 1.6Release Notes iIncludes information for contacting companies about 1) receiving the feed, 2) regarding issues with the feed you are receiving 3) supported and unsupported cases/products, exceptions in the feed, 4) implementation decisions.
Foresters: Approved June, 2021Foresters
Approval InformationDate: 2021-06-02 Type: Enhanced iTechnical validation plus business content validation: all use cases verified as complete and accurate; production ready data evaluated; exceptions identified. Offered 2014+.
Version: v1.9 DetailsRelease Notes iIncludes information for contacting companies about 1) receiving the feed, 2) regarding issues with the feed you are receiving 3) supported and unsupported cases/products, exceptions in the feed, 4) implementation decisions.
Humania Assurance: Approved in 2016Humania Assurance
Approval InformationDate: 2016-07-22 Type: Enhanced iTechnical validation plus business content validation: all use cases verified as complete and accurate; production ready data evaluated; exceptions identified. Offered 2014+.
Version: v1.53 DetailsDate: 2019-04-18 Type: Enhanced iTechnical validation plus business content validation: all use cases verified as complete and accurate; production ready data evaluated; exceptions identified. Offered 2014+.
Version: 1.53 DetailsDate: 2019-10-31 Type: Enhanced iTechnical validation plus business content validation: all use cases verified as complete and accurate; production ready data evaluated; exceptions identified. Offered 2014+.
Version: 1.53 DetailsDate: 2020-06-25 Type: Enhanced iTechnical validation plus business content validation: all use cases verified as complete and accurate; production ready data evaluated; exceptions identified. Offered 2014+.
Version: 1.53 DetailsRelease Notes iIncludes information for contacting companies about 1) receiving the feed, 2) regarding issues with the feed you are receiving 3) supported and unsupported cases/products, exceptions in the feed, 4) implementation decisions.
Manulife Financial: Approved in 2015; reapproved Feb 2018 for disability products; reapproved Nov 2020 for imagesManulife Financial
Approval InformationDate: 2015-03-03 Type: Enhanced iTechnical validation plus business content validation: all use cases verified as complete and accurate; production ready data evaluated; exceptions identified. Offered 2014+.
Version: 1.2 DetailsDate: 2020-11-01 Type: Enhanced iTechnical validation plus business content validation: all use cases verified as complete and accurate; production ready data evaluated; exceptions identified. Offered 2014+.
Version: v1.3 DetailsRelease Notes iIncludes information for contacting companies about 1) receiving the feed, 2) regarding issues with the feed you are receiving 3) supported and unsupported cases/products, exceptions in the feed, 4) implementation decisions.
RBC Insurance: Approved in 2016. Re-approved Jan 2019 for income prot; Apr 2020 for multilife; Nov 2020 for WL; Aug 2021 DI Professional and Fundamental Series; Re-approved Oct 2022 - all apps from single source, includes paperRBC Insurance
Approval InformationDate: 2016-06-10 Type: Enhanced iTechnical validation plus business content validation: all use cases verified as complete and accurate; production ready data evaluated; exceptions identified. Offered 2014+.
DetailsDate: 2019-01-15 Type: Enhanced iTechnical validation plus business content validation: all use cases verified as complete and accurate; production ready data evaluated; exceptions identified. Offered 2014+.
DetailsDate: 2020-04-01 Type: Enhanced iTechnical validation plus business content validation: all use cases verified as complete and accurate; production ready data evaluated; exceptions identified. Offered 2014+.
DetailsDate: 2020-11-30 DetailsDate: 2021-08-31 Type: Enhanced iTechnical validation plus business content validation: all use cases verified as complete and accurate; production ready data evaluated; exceptions identified. Offered 2014+.
DetailsDate: 2022-10-06 Type: Enhanced iTechnical validation plus business content validation: all use cases verified as complete and accurate; production ready data evaluated; exceptions identified. Offered 2014+.
DetailsRelease Notes iIncludes information for contacting companies about 1) receiving the feed, 2) regarding issues with the feed you are receiving 3) supported and unsupported cases/products, exceptions in the feed, 4) implementation decisions.
Sun Life: Sept 2020: Operational; under approval re-evaluation for reported issues. Details in Knowledge BaseSun Life
Approval InformationDate: 2019-06-01 Type: Enhanced iTechnical validation plus business content validation: all use cases verified as complete and accurate; production ready data evaluated; exceptions identified. Offered 2014+.
Version: 1.8Release Notes iIncludes information for contacting companies about 1) receiving the feed, 2) regarding issues with the feed you are receiving 3) supported and unsupported cases/products, exceptions in the feed, 4) implementation decisions.
The Co-operators: Approved Dec 2017; reapproved March 2021The Co-operators
Approval InformationDate: 2017-12-07 Type: Enhanced iTechnical validation plus business content validation: all use cases verified as complete and accurate; production ready data evaluated; exceptions identified. Offered 2014+.
Version: 1.6Date: 2021-03-25 Type: Enhanced iTechnical validation plus business content validation: all use cases verified as complete and accurate; production ready data evaluated; exceptions identified. Offered 2014+.
Version: 1.9 DetailsRelease Notes iIncludes information for contacting companies about 1) receiving the feed, 2) regarding issues with the feed you are receiving 3) supported and unsupported cases/products, exceptions in the feed, 4) implementation decisions.
iA Financial Group: Approved in 2017; reapproved Aug 2019 v1.8iA Financial Group
Approval InformationDate: 2017-09-01 Type: Enhanced iTechnical validation plus business content validation: all use cases verified as complete and accurate; production ready data evaluated; exceptions identified. Offered 2014+.
Version: 1.6Date: 2019-08-01 Type: Enhanced iTechnical validation plus business content validation: all use cases verified as complete and accurate; production ready data evaluated; exceptions identified. Offered 2014+.
Version: v1.8 DetailsRelease Notes iIncludes information for contacting companies about 1) receiving the feed, 2) regarding issues with the feed you are receiving 3) supported and unsupported cases/products, exceptions in the feed, 4) implementation decisions.
ivari: Approved in 2015ivari
Approval InformationDate: 2015-04-17 Type: Enhanced iTechnical validation plus business content validation: all use cases verified as complete and accurate; production ready data evaluated; exceptions identified. Offered 2014+.
Version: 1.3Date: 2015-06-15 Type: Enhanced iTechnical validation plus business content validation: all use cases verified as complete and accurate; production ready data evaluated; exceptions identified. Offered 2014+.
Version: 1.3 DetailsRelease Notes iIncludes information for contacting companies about 1) receiving the feed, 2) regarding issues with the feed you are receiving 3) supported and unsupported cases/products, exceptions in the feed, 4) implementation decisions.
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Pending (handles requirements, case status)
Assumption Life: No informationAssumption Life
BMO Life Assurance: Approved in 2014BMO Life Assurance
Approval InformationDate: 2014-05-20 Type: Enhanced iTechnical validation plus business content validation: all use cases verified as complete and accurate; production ready data evaluated; exceptions identified. Offered 2014+.
Version: 2.2Release Notes iIncludes information for contacting companies about 1) receiving the feed, 2) regarding issues with the feed you are receiving 3) supported and unsupported cases/products, exceptions in the feed, 4) implementation decisions.
Beneva Inc: Approved in 2016Beneva Inc
Approval InformationDate: 2016-02-09 Type: Enhanced iTechnical validation plus business content validation: all use cases verified as complete and accurate; production ready data evaluated; exceptions identified. Offered 2014+.
Version: 2.22Release Notes iIncludes information for contacting companies about 1) receiving the feed, 2) regarding issues with the feed you are receiving 3) supported and unsupported cases/products, exceptions in the feed, 4) implementation decisions.
Canada Life: Approved in 2008; Re-approved October 2017Canada Life
Approval InformationDate: 2017-11-01 Type: Enhanced iTechnical validation plus business content validation: all use cases verified as complete and accurate; production ready data evaluated; exceptions identified. Offered 2014+.
Version: 2.4 DetailsDate: 1970-01-01 Type: Base-line iTechnical validation: complies to schema; meets minimum data requirements.
Version: v1.0Release Notes iIncludes information for contacting companies about 1) receiving the feed, 2) regarding issues with the feed you are receiving 3) supported and unsupported cases/products, exceptions in the feed, 4) implementation decisions.
Canada Protection Plan: No informationCanada Protection Plan
Desjardins Financial Security: Approved in 2017Desjardins Financial Security
Approval InformationDate: 2017-07-12 Type: Enhanced iTechnical validation plus business content validation: all use cases verified as complete and accurate; production ready data evaluated; exceptions identified. Offered 2014+.
Version: 2.40Release Notes iIncludes information for contacting companies about 1) receiving the feed, 2) regarding issues with the feed you are receiving 3) supported and unsupported cases/products, exceptions in the feed, 4) implementation decisions.
EDGE Benefits: On holdEDGE Benefits
Empire Life: Approved in 2015Empire Life
Approval InformationDate: 2015-04-16 Type: Enhanced iTechnical validation plus business content validation: all use cases verified as complete and accurate; production ready data evaluated; exceptions identified. Offered 2014+.
Version: 2.2 DetailsRelease Notes iIncludes information for contacting companies about 1) receiving the feed, 2) regarding issues with the feed you are receiving 3) supported and unsupported cases/products, exceptions in the feed, 4) implementation decisions.
Equitable Life: Approved August 2020Equitable Life
Approval InformationDate: 2020-08-20 Type: Enhanced iTechnical validation plus business content validation: all use cases verified as complete and accurate; production ready data evaluated; exceptions identified. Offered 2014+.
Version: 2.5Release Notes iIncludes information for contacting companies about 1) receiving the feed, 2) regarding issues with the feed you are receiving 3) supported and unsupported cases/products, exceptions in the feed, 4) implementation decisions.
Foresters: Approved July 2021Foresters
Approval InformationDate: 2021-07-06 Type: Enhanced iTechnical validation plus business content validation: all use cases verified as complete and accurate; production ready data evaluated; exceptions identified. Offered 2014+.
Version: 2.5.2Release Notes iIncludes information for contacting companies about 1) receiving the feed, 2) regarding issues with the feed you are receiving 3) supported and unsupported cases/products, exceptions in the feed, 4) implementation decisions.
Humania Assurance: Approved in 2016Humania Assurance
Approval InformationDate: 2016-08-15 Type: Enhanced iTechnical validation plus business content validation: all use cases verified as complete and accurate; production ready data evaluated; exceptions identified. Offered 2014+.
Version: 2.3 DetailsDate: 2019-04-16 Type: Enhanced iTechnical validation plus business content validation: all use cases verified as complete and accurate; production ready data evaluated; exceptions identified. Offered 2014+.
Version: 2.3 DetailsRelease Notes iIncludes information for contacting companies about 1) receiving the feed, 2) regarding issues with the feed you are receiving 3) supported and unsupported cases/products, exceptions in the feed, 4) implementation decisions.
Manulife Financial: Approved in 2007, re-approved 2015 with enhancementsManulife Financial
Approval InformationDate: 2015-06-01 Type: Enhanced iTechnical validation plus business content validation: all use cases verified as complete and accurate; production ready data evaluated; exceptions identified. Offered 2014+.
Version: v1.2 DetailsDate: 2007-01-01 Type: Base-line iTechnical validation: complies to schema; meets minimum data requirements.
Version: 1.0Release Notes iIncludes information for contacting companies about 1) receiving the feed, 2) regarding issues with the feed you are receiving 3) supported and unsupported cases/products, exceptions in the feed, 4) implementation decisions.
RBC Insurance: Approved in 2009. Re-approved in 2016.RBC Insurance
Approval InformationDate: 2009-08-08 Type: Base-line iTechnical validation: complies to schema; meets minimum data requirements.
Version: N/A DetailsRelease Notes iIncludes information for contacting companies about 1) receiving the feed, 2) regarding issues with the feed you are receiving 3) supported and unsupported cases/products, exceptions in the feed, 4) implementation decisions.
PlansScheduled Date: Phased approach Notes: Re-certified in 2016.Sun Life: Approved in 2008; Reapproved 2018 for v 2.5Sun Life
Approval InformationDate: 2008-06-04 Type: Base-line iTechnical validation: complies to schema; meets minimum data requirements.
Version: N/ADate: 2018-12-01 Type: Enhanced iTechnical validation plus business content validation: all use cases verified as complete and accurate; production ready data evaluated; exceptions identified. Offered 2014+.
Version: v2.5Release Notes iIncludes information for contacting companies about 1) receiving the feed, 2) regarding issues with the feed you are receiving 3) supported and unsupported cases/products, exceptions in the feed, 4) implementation decisions.
PlansNotes: Reviewing plans for 2016The Co-operators: Approved December 2017; reapproved April 2021The Co-operators
Approval InformationDate: 2017-12-01 Type: Enhanced iTechnical validation plus business content validation: all use cases verified as complete and accurate; production ready data evaluated; exceptions identified. Offered 2014+.
Version: 2.4Date: 2021-04-22 Type: Enhanced iTechnical validation plus business content validation: all use cases verified as complete and accurate; production ready data evaluated; exceptions identified. Offered 2014+.
Version: 2.4 DetailsRelease Notes iIncludes information for contacting companies about 1) receiving the feed, 2) regarding issues with the feed you are receiving 3) supported and unsupported cases/products, exceptions in the feed, 4) implementation decisions.
iA Financial Group: Approved in 2008; Reapproved February 2019iA Financial Group
Approval InformationDate: 2008-09-25 Type: Base-line iTechnical validation: complies to schema; meets minimum data requirements.
DetailsDate: 2019-02-19 Type: Enhanced iTechnical validation plus business content validation: all use cases verified as complete and accurate; production ready data evaluated; exceptions identified. Offered 2014+.
Version: v 2.5Release Notes iIncludes information for contacting companies about 1) receiving the feed, 2) regarding issues with the feed you are receiving 3) supported and unsupported cases/products, exceptions in the feed, 4) implementation decisions.
ivari: Approved in 2012ivari
Approval InformationDate: 2012-01-23 Type: Base-line iTechnical validation: complies to schema; meets minimum data requirements.
Version: 2.0 DetailsRelease Notes iIncludes information for contacting companies about 1) receiving the feed, 2) regarding issues with the feed you are receiving 3) supported and unsupported cases/products, exceptions in the feed, 4) implementation decisions.
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Book of Business (includes inforce, out-of-force, orphans, agent transfers)
Assumption Life: TBDAssumption Life
BMO Life Assurance: Under development, as of 4th qtr 2023BMO Life Assurance
Beneva Inc: Approved March 2019Beneva Inc
Approval InformationDate: 2019-03-12 Type: Base-line iTechnical validation: complies to schema; meets minimum data requirements.
Version: v 1.8Release Notes iIncludes information for contacting companies about 1) receiving the feed, 2) regarding issues with the feed you are receiving 3) supported and unsupported cases/products, exceptions in the feed, 4) implementation decisions.
Canada Life: Approved November 2020Canada Life
Approval InformationDate: 2020-11-18 Type: Enhanced iTechnical validation plus business content validation: all use cases verified as complete and accurate; production ready data evaluated; exceptions identified. Offered 2014+.
Version: 1.9 DetailsRelease Notes iIncludes information for contacting companies about 1) receiving the feed, 2) regarding issues with the feed you are receiving 3) supported and unsupported cases/products, exceptions in the feed, 4) implementation decisions.
Canada Protection Plan: No InformationCanada Protection Plan
Desjardins Financial Security: No informationDesjardins Financial Security
EDGE Benefits: No InformationEDGE Benefits
Empire Life: Approved May 2023Empire Life
Approval InformationDate: 2023-04-20 Type: Enhanced iTechnical validation plus business content validation: all use cases verified as complete and accurate; production ready data evaluated; exceptions identified. Offered 2014+.
Version: 1.9 DetailsRelease Notes iIncludes information for contacting companies about 1) receiving the feed, 2) regarding issues with the feed you are receiving 3) supported and unsupported cases/products, exceptions in the feed, 4) implementation decisions.
Equitable Life: Approved December 2022Equitable Life
Approval InformationDate: 2022-12-24 Type: Enhanced iTechnical validation plus business content validation: all use cases verified as complete and accurate; production ready data evaluated; exceptions identified. Offered 2014+.
Version: 1.9 DetailsRelease Notes iIncludes information for contacting companies about 1) receiving the feed, 2) regarding issues with the feed you are receiving 3) supported and unsupported cases/products, exceptions in the feed, 4) implementation decisions.
Foresters: Approved August, 2021Foresters
Approval InformationDate: 2021-08-26 Type: Enhanced iTechnical validation plus business content validation: all use cases verified as complete and accurate; production ready data evaluated; exceptions identified. Offered 2014+.
Version: v1.9 DetailsRelease Notes iIncludes information for contacting companies about 1) receiving the feed, 2) regarding issues with the feed you are receiving 3) supported and unsupported cases/products, exceptions in the feed, 4) implementation decisions.
Humania Assurance: No informationHumania Assurance
Manulife Financial: Approved in 2016Manulife Financial
Approval InformationDate: 2016-04-28 Type: Enhanced iTechnical validation plus business content validation: all use cases verified as complete and accurate; production ready data evaluated; exceptions identified. Offered 2014+.
Version: v1.2 DetailsRelease Notes iIncludes information for contacting companies about 1) receiving the feed, 2) regarding issues with the feed you are receiving 3) supported and unsupported cases/products, exceptions in the feed, 4) implementation decisions.
RBC Insurance: Approved May 2021RBC Insurance
Approval InformationDate: 2021-05-13 Type: Enhanced iTechnical validation plus business content validation: all use cases verified as complete and accurate; production ready data evaluated; exceptions identified. Offered 2014+.
Version: 1.8 DetailsRelease Notes iIncludes information for contacting companies about 1) receiving the feed, 2) regarding issues with the feed you are receiving 3) supported and unsupported cases/products, exceptions in the feed, 4) implementation decisions.
Sun Life: TBDSun Life
Release Notes iIncludes information for contacting companies about 1) receiving the feed, 2) regarding issues with the feed you are receiving 3) supported and unsupported cases/products, exceptions in the feed, 4) implementation decisions.
The Co-operators: In progressThe Co-operators
iA Financial Group: Approved in 2015iA Financial Group
Approval InformationDate: 2015-02-18 Type: Enhanced iTechnical validation plus business content validation: all use cases verified as complete and accurate; production ready data evaluated; exceptions identified. Offered 2014+.
Version: 1.2 DetailsRelease Notes iIncludes information for contacting companies about 1) receiving the feed, 2) regarding issues with the feed you are receiving 3) supported and unsupported cases/products, exceptions in the feed, 4) implementation decisions.
ivari: Approved in 2016ivari
Approval InformationDate: 2016-08-22 Type: Enhanced iTechnical validation plus business content validation: all use cases verified as complete and accurate; production ready data evaluated; exceptions identified. Offered 2014+.
Version: v1.5Release Notes iIncludes information for contacting companies about 1) receiving the feed, 2) regarding issues with the feed you are receiving 3) supported and unsupported cases/products, exceptions in the feed, 4) implementation decisions.
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Inforce (original)
Canada Life: Approved in 2010Canada Life
Approval InformationDate: 2010-12-17 Type: Base-line iTechnical validation: complies to schema; meets minimum data requirements.
Version: Phase 2 (2.0)Release Notes iIncludes information for contacting companies about 1) receiving the feed, 2) regarding issues with the feed you are receiving 3) supported and unsupported cases/products, exceptions in the feed, 4) implementation decisions.
The Co-operators: Approved 2012The Co-operators
Approval InformationDate: 1970-01-01 Type: Base-line iTechnical validation: complies to schema; meets minimum data requirements.
DetailsRelease Notes iIncludes information for contacting companies about 1) receiving the feed, 2) regarding issues with the feed you are receiving 3) supported and unsupported cases/products, exceptions in the feed, 4) implementation decisions.
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Product Description (product codes, names, status in standard form)
ivari: Approved in 2013ivari
Approval InformationDate: 2013-06-26 Type: Enhanced iTechnical validation plus business content validation: all use cases verified as complete and accurate; production ready data evaluated; exceptions identified. Offered 2014+.
Version: 1.0Release Notes iIncludes information for contacting companies about 1) receiving the feed, 2) regarding issues with the feed you are receiving 3) supported and unsupported cases/products, exceptions in the feed, 4) implementation decisions.
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Commission (non CLIEDIS specific)
BMO Life Assurance: FASAT based ACORD XML; Available for subscriptionBMO Life Assurance
Release Notes iIncludes information for contacting companies about 1) receiving the feed, 2) regarding issues with the feed you are receiving 3) supported and unsupported cases/products, exceptions in the feed, 4) implementation decisions.
Manulife Financial: FASAT based ACORD XML; Available for subscriptionManulife Financial
Release Notes iIncludes information for contacting companies about 1) receiving the feed, 2) regarding issues with the feed you are receiving 3) supported and unsupported cases/products, exceptions in the feed, 4) implementation decisions.
RBC Insurance: FASAT Based ACORD XML; Produced, not yet available for subscriptionRBC Insurance
Release Notes iIncludes information for contacting companies about 1) receiving the feed, 2) regarding issues with the feed you are receiving 3) supported and unsupported cases/products, exceptions in the feed, 4) implementation decisions.
ivari: Flat File; Produced, not available for subscriptionivari
Release Notes iIncludes information for contacting companies about 1) receiving the feed, 2) regarding issues with the feed you are receiving 3) supported and unsupported cases/products, exceptions in the feed, 4) implementation decisions.
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Assumption Life
Application Notification (includes both eApps and Paper): Approved in 2015Application Notification (includes both eApps and Paper)
Approval InformationDate: 2015-10-02 Type: Enhanced iTechnical validation plus business content validation: all use cases verified as complete and accurate; production ready data evaluated; exceptions identified. Offered 2014+.
Version: 1.41Release Notes iIncludes information for contacting companies about 1) receiving the feed, 2) regarding issues with the feed you are receiving 3) supported and unsupported cases/products, exceptions in the feed, 4) implementation decisions.
Pending (handles requirements, case status): No informationPending (handles requirements, case status)
Book of Business (includes inforce, out-of-force, orphans, agent transfers): TBDBook of Business (includes inforce, out-of-force, orphans, agent transfers)
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BMO Life Assurance
Application Notification (includes both eApps and Paper): Approved in 2017Application Notification (includes both eApps and Paper)
Approval InformationDate: 2017-07-05 Type: Enhanced iTechnical validation plus business content validation: all use cases verified as complete and accurate; production ready data evaluated; exceptions identified. Offered 2014+.
Version: 1.6Release Notes iIncludes information for contacting companies about 1) receiving the feed, 2) regarding issues with the feed you are receiving 3) supported and unsupported cases/products, exceptions in the feed, 4) implementation decisions.
PlansNotes:Pending (handles requirements, case status): Approved in 2014Pending (handles requirements, case status)
Approval InformationDate: 2014-05-20 Type: Enhanced iTechnical validation plus business content validation: all use cases verified as complete and accurate; production ready data evaluated; exceptions identified. Offered 2014+.
Version: 2.2Release Notes iIncludes information for contacting companies about 1) receiving the feed, 2) regarding issues with the feed you are receiving 3) supported and unsupported cases/products, exceptions in the feed, 4) implementation decisions.
Book of Business (includes inforce, out-of-force, orphans, agent transfers): Under development, as of 4th qtr 2023Book of Business (includes inforce, out-of-force, orphans, agent transfers)
Commission (non CLIEDIS specific): FASAT based ACORD XML; Available for subscriptionCommission (non CLIEDIS specific)
Release Notes iIncludes information for contacting companies about 1) receiving the feed, 2) regarding issues with the feed you are receiving 3) supported and unsupported cases/products, exceptions in the feed, 4) implementation decisions.
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Beneva Inc
Application Notification (includes both eApps and Paper): Approved Feb 2018; availability to be timed with eApp systemApplication Notification (includes both eApps and Paper)
Approval InformationDate: 2018-02-28 Type: Enhanced iTechnical validation plus business content validation: all use cases verified as complete and accurate; production ready data evaluated; exceptions identified. Offered 2014+.
Version: 1.7Release Notes iIncludes information for contacting companies about 1) receiving the feed, 2) regarding issues with the feed you are receiving 3) supported and unsupported cases/products, exceptions in the feed, 4) implementation decisions.
Pending (handles requirements, case status): Approved in 2016Pending (handles requirements, case status)
Approval InformationDate: 2016-02-09 Type: Enhanced iTechnical validation plus business content validation: all use cases verified as complete and accurate; production ready data evaluated; exceptions identified. Offered 2014+.
Version: 2.22Release Notes iIncludes information for contacting companies about 1) receiving the feed, 2) regarding issues with the feed you are receiving 3) supported and unsupported cases/products, exceptions in the feed, 4) implementation decisions.
Book of Business (includes inforce, out-of-force, orphans, agent transfers): Approved March 2019Book of Business (includes inforce, out-of-force, orphans, agent transfers)
Approval InformationDate: 2019-03-12 Type: Base-line iTechnical validation: complies to schema; meets minimum data requirements.
Version: v 1.8Release Notes iIncludes information for contacting companies about 1) receiving the feed, 2) regarding issues with the feed you are receiving 3) supported and unsupported cases/products, exceptions in the feed, 4) implementation decisions.
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Canada Life
Application Notification (includes both eApps and Paper): Approved in 2017Application Notification (includes both eApps and Paper)
Approval InformationDate: 2017-01-01 Type: Enhanced iTechnical validation plus business content validation: all use cases verified as complete and accurate; production ready data evaluated; exceptions identified. Offered 2014+.
Version: 1.6 DetailsDate: 2017-10-01 Type: Enhanced iTechnical validation plus business content validation: all use cases verified as complete and accurate; production ready data evaluated; exceptions identified. Offered 2014+.
Version: 1.6 DetailsRelease Notes iIncludes information for contacting companies about 1) receiving the feed, 2) regarding issues with the feed you are receiving 3) supported and unsupported cases/products, exceptions in the feed, 4) implementation decisions.
Pending (handles requirements, case status): Approved in 2008; Re-approved October 2017Pending (handles requirements, case status)
Approval InformationDate: 2017-11-01 Type: Enhanced iTechnical validation plus business content validation: all use cases verified as complete and accurate; production ready data evaluated; exceptions identified. Offered 2014+.
Version: 2.4 DetailsDate: 1970-01-01 Type: Base-line iTechnical validation: complies to schema; meets minimum data requirements.
Version: v1.0Release Notes iIncludes information for contacting companies about 1) receiving the feed, 2) regarding issues with the feed you are receiving 3) supported and unsupported cases/products, exceptions in the feed, 4) implementation decisions.
Book of Business (includes inforce, out-of-force, orphans, agent transfers): Approved November 2020Book of Business (includes inforce, out-of-force, orphans, agent transfers)
Approval InformationDate: 2020-11-18 Type: Enhanced iTechnical validation plus business content validation: all use cases verified as complete and accurate; production ready data evaluated; exceptions identified. Offered 2014+.
Version: 1.9 DetailsRelease Notes iIncludes information for contacting companies about 1) receiving the feed, 2) regarding issues with the feed you are receiving 3) supported and unsupported cases/products, exceptions in the feed, 4) implementation decisions.
Inforce (original): Approved in 2010Inforce (original)
Approval InformationDate: 2010-12-17 Type: Base-line iTechnical validation: complies to schema; meets minimum data requirements.
Version: Phase 2 (2.0)Release Notes iIncludes information for contacting companies about 1) receiving the feed, 2) regarding issues with the feed you are receiving 3) supported and unsupported cases/products, exceptions in the feed, 4) implementation decisions.
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Canada Protection Plan
Application Notification (includes both eApps and Paper): Approved in 2017Application Notification (includes both eApps and Paper)
Approval InformationDate: 2017-02-01 Type: Enhanced iTechnical validation plus business content validation: all use cases verified as complete and accurate; production ready data evaluated; exceptions identified. Offered 2014+.
Version: 1.5Release Notes iIncludes information for contacting companies about 1) receiving the feed, 2) regarding issues with the feed you are receiving 3) supported and unsupported cases/products, exceptions in the feed, 4) implementation decisions.
Pending (handles requirements, case status): No informationPending (handles requirements, case status)
Book of Business (includes inforce, out-of-force, orphans, agent transfers): No InformationBook of Business (includes inforce, out-of-force, orphans, agent transfers)
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Desjardins Financial Security
Application Notification (includes both eApps and Paper): Approved in 2017Application Notification (includes both eApps and Paper)
Approval InformationDate: 2017-07-05 Type: Enhanced iTechnical validation plus business content validation: all use cases verified as complete and accurate; production ready data evaluated; exceptions identified. Offered 2014+.
Version: 1.6 DetailsRelease Notes iIncludes information for contacting companies about 1) receiving the feed, 2) regarding issues with the feed you are receiving 3) supported and unsupported cases/products, exceptions in the feed, 4) implementation decisions.
Pending (handles requirements, case status): Approved in 2017Pending (handles requirements, case status)
Approval InformationDate: 2017-07-12 Type: Enhanced iTechnical validation plus business content validation: all use cases verified as complete and accurate; production ready data evaluated; exceptions identified. Offered 2014+.
Version: 2.40Release Notes iIncludes information for contacting companies about 1) receiving the feed, 2) regarding issues with the feed you are receiving 3) supported and unsupported cases/products, exceptions in the feed, 4) implementation decisions.
Book of Business (includes inforce, out-of-force, orphans, agent transfers): No informationBook of Business (includes inforce, out-of-force, orphans, agent transfers)
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EDGE Benefits
Application Notification (includes both eApps and Paper): Approved November, 2020Application Notification (includes both eApps and Paper)
Approval InformationDate: 2020-11-04 Type: Enhanced iTechnical validation plus business content validation: all use cases verified as complete and accurate; production ready data evaluated; exceptions identified. Offered 2014+.
Version: 1.9 DetailsRelease Notes iIncludes information for contacting companies about 1) receiving the feed, 2) regarding issues with the feed you are receiving 3) supported and unsupported cases/products, exceptions in the feed, 4) implementation decisions.
Pending (handles requirements, case status): On holdPending (handles requirements, case status)
Book of Business (includes inforce, out-of-force, orphans, agent transfers): No InformationBook of Business (includes inforce, out-of-force, orphans, agent transfers)
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Empire Life
Application Notification (includes both eApps and Paper): Approved in 2015Application Notification (includes both eApps and Paper)
Approval InformationDate: 2015-04-14 Type: Enhanced iTechnical validation plus business content validation: all use cases verified as complete and accurate; production ready data evaluated; exceptions identified. Offered 2014+.
Version: 1.3Date: 2016-01-06 Type: Enhanced iTechnical validation plus business content validation: all use cases verified as complete and accurate; production ready data evaluated; exceptions identified. Offered 2014+.
Version: 1.3 DetailsRelease Notes iIncludes information for contacting companies about 1) receiving the feed, 2) regarding issues with the feed you are receiving 3) supported and unsupported cases/products, exceptions in the feed, 4) implementation decisions.
Pending (handles requirements, case status): Approved in 2015Pending (handles requirements, case status)
Approval InformationDate: 2015-04-16 Type: Enhanced iTechnical validation plus business content validation: all use cases verified as complete and accurate; production ready data evaluated; exceptions identified. Offered 2014+.
Version: 2.2 DetailsRelease Notes iIncludes information for contacting companies about 1) receiving the feed, 2) regarding issues with the feed you are receiving 3) supported and unsupported cases/products, exceptions in the feed, 4) implementation decisions.
Book of Business (includes inforce, out-of-force, orphans, agent transfers): Approved May 2023Book of Business (includes inforce, out-of-force, orphans, agent transfers)
Approval InformationDate: 2023-04-20 Type: Enhanced iTechnical validation plus business content validation: all use cases verified as complete and accurate; production ready data evaluated; exceptions identified. Offered 2014+.
Version: 1.9 DetailsRelease Notes iIncludes information for contacting companies about 1) receiving the feed, 2) regarding issues with the feed you are receiving 3) supported and unsupported cases/products, exceptions in the feed, 4) implementation decisions.
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Equitable Life
Application Notification (includes both eApps and Paper): Approved in 2017Application Notification (includes both eApps and Paper)
Approval InformationDate: 2017-07-05 Type: Enhanced iTechnical validation plus business content validation: all use cases verified as complete and accurate; production ready data evaluated; exceptions identified. Offered 2014+.
Version: 1.6Release Notes iIncludes information for contacting companies about 1) receiving the feed, 2) regarding issues with the feed you are receiving 3) supported and unsupported cases/products, exceptions in the feed, 4) implementation decisions.
Pending (handles requirements, case status): Approved August 2020Pending (handles requirements, case status)
Approval InformationDate: 2020-08-20 Type: Enhanced iTechnical validation plus business content validation: all use cases verified as complete and accurate; production ready data evaluated; exceptions identified. Offered 2014+.
Version: 2.5Release Notes iIncludes information for contacting companies about 1) receiving the feed, 2) regarding issues with the feed you are receiving 3) supported and unsupported cases/products, exceptions in the feed, 4) implementation decisions.
Book of Business (includes inforce, out-of-force, orphans, agent transfers): Approved December 2022Book of Business (includes inforce, out-of-force, orphans, agent transfers)
Approval InformationDate: 2022-12-24 Type: Enhanced iTechnical validation plus business content validation: all use cases verified as complete and accurate; production ready data evaluated; exceptions identified. Offered 2014+.
Version: 1.9 DetailsRelease Notes iIncludes information for contacting companies about 1) receiving the feed, 2) regarding issues with the feed you are receiving 3) supported and unsupported cases/products, exceptions in the feed, 4) implementation decisions.
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Foresters
Application Notification (includes both eApps and Paper): Approved June, 2021Application Notification (includes both eApps and Paper)
Approval InformationDate: 2021-06-02 Type: Enhanced iTechnical validation plus business content validation: all use cases verified as complete and accurate; production ready data evaluated; exceptions identified. Offered 2014+.
Version: v1.9 DetailsRelease Notes iIncludes information for contacting companies about 1) receiving the feed, 2) regarding issues with the feed you are receiving 3) supported and unsupported cases/products, exceptions in the feed, 4) implementation decisions.
Pending (handles requirements, case status): Approved July 2021Pending (handles requirements, case status)
Approval InformationDate: 2021-07-06 Type: Enhanced iTechnical validation plus business content validation: all use cases verified as complete and accurate; production ready data evaluated; exceptions identified. Offered 2014+.
Version: 2.5.2Release Notes iIncludes information for contacting companies about 1) receiving the feed, 2) regarding issues with the feed you are receiving 3) supported and unsupported cases/products, exceptions in the feed, 4) implementation decisions.
Book of Business (includes inforce, out-of-force, orphans, agent transfers): Approved August, 2021Book of Business (includes inforce, out-of-force, orphans, agent transfers)
Approval InformationDate: 2021-08-26 Type: Enhanced iTechnical validation plus business content validation: all use cases verified as complete and accurate; production ready data evaluated; exceptions identified. Offered 2014+.
Version: v1.9 DetailsRelease Notes iIncludes information for contacting companies about 1) receiving the feed, 2) regarding issues with the feed you are receiving 3) supported and unsupported cases/products, exceptions in the feed, 4) implementation decisions.
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Humania Assurance
Application Notification (includes both eApps and Paper): Approved in 2016Application Notification (includes both eApps and Paper)
Approval InformationDate: 2016-07-22 Type: Enhanced iTechnical validation plus business content validation: all use cases verified as complete and accurate; production ready data evaluated; exceptions identified. Offered 2014+.
Version: v1.53 DetailsDate: 2019-04-18 Type: Enhanced iTechnical validation plus business content validation: all use cases verified as complete and accurate; production ready data evaluated; exceptions identified. Offered 2014+.
Version: 1.53 DetailsDate: 2019-10-31 Type: Enhanced iTechnical validation plus business content validation: all use cases verified as complete and accurate; production ready data evaluated; exceptions identified. Offered 2014+.
Version: 1.53 DetailsDate: 2020-06-25 Type: Enhanced iTechnical validation plus business content validation: all use cases verified as complete and accurate; production ready data evaluated; exceptions identified. Offered 2014+.
Version: 1.53 DetailsRelease Notes iIncludes information for contacting companies about 1) receiving the feed, 2) regarding issues with the feed you are receiving 3) supported and unsupported cases/products, exceptions in the feed, 4) implementation decisions.
Pending (handles requirements, case status): Approved in 2016Pending (handles requirements, case status)
Approval InformationDate: 2016-08-15 Type: Enhanced iTechnical validation plus business content validation: all use cases verified as complete and accurate; production ready data evaluated; exceptions identified. Offered 2014+.
Version: 2.3 DetailsDate: 2019-04-16 Type: Enhanced iTechnical validation plus business content validation: all use cases verified as complete and accurate; production ready data evaluated; exceptions identified. Offered 2014+.
Version: 2.3 DetailsRelease Notes iIncludes information for contacting companies about 1) receiving the feed, 2) regarding issues with the feed you are receiving 3) supported and unsupported cases/products, exceptions in the feed, 4) implementation decisions.
Book of Business (includes inforce, out-of-force, orphans, agent transfers): No informationBook of Business (includes inforce, out-of-force, orphans, agent transfers)
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Manulife Financial
Application Notification (includes both eApps and Paper): Approved in 2015; reapproved Feb 2018 for disability products; reapproved Nov 2020 for imagesApplication Notification (includes both eApps and Paper)
Approval InformationDate: 2015-03-03 Type: Enhanced iTechnical validation plus business content validation: all use cases verified as complete and accurate; production ready data evaluated; exceptions identified. Offered 2014+.
Version: 1.2 DetailsDate: 2020-11-01 Type: Enhanced iTechnical validation plus business content validation: all use cases verified as complete and accurate; production ready data evaluated; exceptions identified. Offered 2014+.
Version: v1.3 DetailsRelease Notes iIncludes information for contacting companies about 1) receiving the feed, 2) regarding issues with the feed you are receiving 3) supported and unsupported cases/products, exceptions in the feed, 4) implementation decisions.
Pending (handles requirements, case status): Approved in 2007, re-approved 2015 with enhancementsPending (handles requirements, case status)
Approval InformationDate: 2015-06-01 Type: Enhanced iTechnical validation plus business content validation: all use cases verified as complete and accurate; production ready data evaluated; exceptions identified. Offered 2014+.
Version: v1.2 DetailsDate: 2007-01-01 Type: Base-line iTechnical validation: complies to schema; meets minimum data requirements.
Version: 1.0Release Notes iIncludes information for contacting companies about 1) receiving the feed, 2) regarding issues with the feed you are receiving 3) supported and unsupported cases/products, exceptions in the feed, 4) implementation decisions.
Book of Business (includes inforce, out-of-force, orphans, agent transfers): Approved in 2016Book of Business (includes inforce, out-of-force, orphans, agent transfers)
Approval InformationDate: 2016-04-28 Type: Enhanced iTechnical validation plus business content validation: all use cases verified as complete and accurate; production ready data evaluated; exceptions identified. Offered 2014+.
Version: v1.2 DetailsRelease Notes iIncludes information for contacting companies about 1) receiving the feed, 2) regarding issues with the feed you are receiving 3) supported and unsupported cases/products, exceptions in the feed, 4) implementation decisions.
Commission (non CLIEDIS specific): FASAT based ACORD XML; Available for subscriptionCommission (non CLIEDIS specific)
Release Notes iIncludes information for contacting companies about 1) receiving the feed, 2) regarding issues with the feed you are receiving 3) supported and unsupported cases/products, exceptions in the feed, 4) implementation decisions.
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RBC Insurance
Application Notification (includes both eApps and Paper): Approved in 2016. Re-approved Jan 2019 for income prot; Apr 2020 for multilife; Nov 2020 for WL; Aug 2021 DI Professional and Fundamental Series; Re-approved Oct 2022 - all apps from single source, includes paperApplication Notification (includes both eApps and Paper)
Approval InformationDate: 2016-06-10 Type: Enhanced iTechnical validation plus business content validation: all use cases verified as complete and accurate; production ready data evaluated; exceptions identified. Offered 2014+.
DetailsDate: 2019-01-15 Type: Enhanced iTechnical validation plus business content validation: all use cases verified as complete and accurate; production ready data evaluated; exceptions identified. Offered 2014+.
DetailsDate: 2020-04-01 Type: Enhanced iTechnical validation plus business content validation: all use cases verified as complete and accurate; production ready data evaluated; exceptions identified. Offered 2014+.
DetailsDate: 2020-11-30 DetailsDate: 2021-08-31 Type: Enhanced iTechnical validation plus business content validation: all use cases verified as complete and accurate; production ready data evaluated; exceptions identified. Offered 2014+.
DetailsDate: 2022-10-06 Type: Enhanced iTechnical validation plus business content validation: all use cases verified as complete and accurate; production ready data evaluated; exceptions identified. Offered 2014+.
DetailsRelease Notes iIncludes information for contacting companies about 1) receiving the feed, 2) regarding issues with the feed you are receiving 3) supported and unsupported cases/products, exceptions in the feed, 4) implementation decisions.
Pending (handles requirements, case status): Approved in 2009. Re-approved in 2016.Pending (handles requirements, case status)
Approval InformationDate: 2009-08-08 Type: Base-line iTechnical validation: complies to schema; meets minimum data requirements.
Version: N/A DetailsRelease Notes iIncludes information for contacting companies about 1) receiving the feed, 2) regarding issues with the feed you are receiving 3) supported and unsupported cases/products, exceptions in the feed, 4) implementation decisions.
PlansScheduled Date: Phased approach Notes: Re-certified in 2016.Book of Business (includes inforce, out-of-force, orphans, agent transfers): Approved May 2021Book of Business (includes inforce, out-of-force, orphans, agent transfers)
Approval InformationDate: 2021-05-13 Type: Enhanced iTechnical validation plus business content validation: all use cases verified as complete and accurate; production ready data evaluated; exceptions identified. Offered 2014+.
Version: 1.8 DetailsRelease Notes iIncludes information for contacting companies about 1) receiving the feed, 2) regarding issues with the feed you are receiving 3) supported and unsupported cases/products, exceptions in the feed, 4) implementation decisions.
Commission (non CLIEDIS specific): FASAT Based ACORD XML; Produced, not yet available for subscriptionCommission (non CLIEDIS specific)
Release Notes iIncludes information for contacting companies about 1) receiving the feed, 2) regarding issues with the feed you are receiving 3) supported and unsupported cases/products, exceptions in the feed, 4) implementation decisions.
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Sun Life
Application Notification (includes both eApps and Paper): Sept 2020: Operational; under approval re-evaluation for reported issues. Details in Knowledge BaseApplication Notification (includes both eApps and Paper)
Approval InformationDate: 2019-06-01 Type: Enhanced iTechnical validation plus business content validation: all use cases verified as complete and accurate; production ready data evaluated; exceptions identified. Offered 2014+.
Version: 1.8Release Notes iIncludes information for contacting companies about 1) receiving the feed, 2) regarding issues with the feed you are receiving 3) supported and unsupported cases/products, exceptions in the feed, 4) implementation decisions.
Pending (handles requirements, case status): Approved in 2008; Reapproved 2018 for v 2.5Pending (handles requirements, case status)
Approval InformationDate: 2008-06-04 Type: Base-line iTechnical validation: complies to schema; meets minimum data requirements.
Version: N/ADate: 2018-12-01 Type: Enhanced iTechnical validation plus business content validation: all use cases verified as complete and accurate; production ready data evaluated; exceptions identified. Offered 2014+.
Version: v2.5Release Notes iIncludes information for contacting companies about 1) receiving the feed, 2) regarding issues with the feed you are receiving 3) supported and unsupported cases/products, exceptions in the feed, 4) implementation decisions.
PlansNotes: Reviewing plans for 2016Book of Business (includes inforce, out-of-force, orphans, agent transfers): TBDBook of Business (includes inforce, out-of-force, orphans, agent transfers)
Release Notes iIncludes information for contacting companies about 1) receiving the feed, 2) regarding issues with the feed you are receiving 3) supported and unsupported cases/products, exceptions in the feed, 4) implementation decisions.
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The Co-operators
Application Notification (includes both eApps and Paper): Approved Dec 2017; reapproved March 2021Application Notification (includes both eApps and Paper)
Approval InformationDate: 2017-12-07 Type: Enhanced iTechnical validation plus business content validation: all use cases verified as complete and accurate; production ready data evaluated; exceptions identified. Offered 2014+.
Version: 1.6Date: 2021-03-25 Type: Enhanced iTechnical validation plus business content validation: all use cases verified as complete and accurate; production ready data evaluated; exceptions identified. Offered 2014+.
Version: 1.9 DetailsRelease Notes iIncludes information for contacting companies about 1) receiving the feed, 2) regarding issues with the feed you are receiving 3) supported and unsupported cases/products, exceptions in the feed, 4) implementation decisions.
Pending (handles requirements, case status): Approved December 2017; reapproved April 2021Pending (handles requirements, case status)
Approval InformationDate: 2017-12-01 Type: Enhanced iTechnical validation plus business content validation: all use cases verified as complete and accurate; production ready data evaluated; exceptions identified. Offered 2014+.
Version: 2.4Date: 2021-04-22 Type: Enhanced iTechnical validation plus business content validation: all use cases verified as complete and accurate; production ready data evaluated; exceptions identified. Offered 2014+.
Version: 2.4 DetailsRelease Notes iIncludes information for contacting companies about 1) receiving the feed, 2) regarding issues with the feed you are receiving 3) supported and unsupported cases/products, exceptions in the feed, 4) implementation decisions.
Book of Business (includes inforce, out-of-force, orphans, agent transfers): In progressBook of Business (includes inforce, out-of-force, orphans, agent transfers)
Inforce (original): Approved 2012Inforce (original)
Approval InformationDate: 1970-01-01 Type: Base-line iTechnical validation: complies to schema; meets minimum data requirements.
DetailsRelease Notes iIncludes information for contacting companies about 1) receiving the feed, 2) regarding issues with the feed you are receiving 3) supported and unsupported cases/products, exceptions in the feed, 4) implementation decisions.
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iA Financial Group
Application Notification (includes both eApps and Paper): Approved in 2017; reapproved Aug 2019 v1.8Application Notification (includes both eApps and Paper)
Approval InformationDate: 2017-09-01 Type: Enhanced iTechnical validation plus business content validation: all use cases verified as complete and accurate; production ready data evaluated; exceptions identified. Offered 2014+.
Version: 1.6Date: 2019-08-01 Type: Enhanced iTechnical validation plus business content validation: all use cases verified as complete and accurate; production ready data evaluated; exceptions identified. Offered 2014+.
Version: v1.8 DetailsRelease Notes iIncludes information for contacting companies about 1) receiving the feed, 2) regarding issues with the feed you are receiving 3) supported and unsupported cases/products, exceptions in the feed, 4) implementation decisions.
Pending (handles requirements, case status): Approved in 2008; Reapproved February 2019Pending (handles requirements, case status)
Approval InformationDate: 2008-09-25 Type: Base-line iTechnical validation: complies to schema; meets minimum data requirements.
DetailsDate: 2019-02-19 Type: Enhanced iTechnical validation plus business content validation: all use cases verified as complete and accurate; production ready data evaluated; exceptions identified. Offered 2014+.
Version: v 2.5Release Notes iIncludes information for contacting companies about 1) receiving the feed, 2) regarding issues with the feed you are receiving 3) supported and unsupported cases/products, exceptions in the feed, 4) implementation decisions.
Book of Business (includes inforce, out-of-force, orphans, agent transfers): Approved in 2015Book of Business (includes inforce, out-of-force, orphans, agent transfers)
Approval InformationDate: 2015-02-18 Type: Enhanced iTechnical validation plus business content validation: all use cases verified as complete and accurate; production ready data evaluated; exceptions identified. Offered 2014+.
Version: 1.2 DetailsRelease Notes iIncludes information for contacting companies about 1) receiving the feed, 2) regarding issues with the feed you are receiving 3) supported and unsupported cases/products, exceptions in the feed, 4) implementation decisions.
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ivari
Application Notification (includes both eApps and Paper): Approved in 2015Application Notification (includes both eApps and Paper)
Approval InformationDate: 2015-04-17 Type: Enhanced iTechnical validation plus business content validation: all use cases verified as complete and accurate; production ready data evaluated; exceptions identified. Offered 2014+.
Version: 1.3Date: 2015-06-15 Type: Enhanced iTechnical validation plus business content validation: all use cases verified as complete and accurate; production ready data evaluated; exceptions identified. Offered 2014+.
Version: 1.3 DetailsRelease Notes iIncludes information for contacting companies about 1) receiving the feed, 2) regarding issues with the feed you are receiving 3) supported and unsupported cases/products, exceptions in the feed, 4) implementation decisions.
Pending (handles requirements, case status): Approved in 2012Pending (handles requirements, case status)
Approval InformationDate: 2012-01-23 Type: Base-line iTechnical validation: complies to schema; meets minimum data requirements.
Version: 2.0 DetailsRelease Notes iIncludes information for contacting companies about 1) receiving the feed, 2) regarding issues with the feed you are receiving 3) supported and unsupported cases/products, exceptions in the feed, 4) implementation decisions.
Book of Business (includes inforce, out-of-force, orphans, agent transfers): Approved in 2016Book of Business (includes inforce, out-of-force, orphans, agent transfers)
Approval InformationDate: 2016-08-22 Type: Enhanced iTechnical validation plus business content validation: all use cases verified as complete and accurate; production ready data evaluated; exceptions identified. Offered 2014+.
Version: v1.5Release Notes iIncludes information for contacting companies about 1) receiving the feed, 2) regarding issues with the feed you are receiving 3) supported and unsupported cases/products, exceptions in the feed, 4) implementation decisions.
Product Description (product codes, names, status in standard form): Approved in 2013Product Description (product codes, names, status in standard form)
Approval InformationDate: 2013-06-26 Type: Enhanced iTechnical validation plus business content validation: all use cases verified as complete and accurate; production ready data evaluated; exceptions identified. Offered 2014+.
Version: 1.0Release Notes iIncludes information for contacting companies about 1) receiving the feed, 2) regarding issues with the feed you are receiving 3) supported and unsupported cases/products, exceptions in the feed, 4) implementation decisions.
Commission (non CLIEDIS specific): Flat File; Produced, not available for subscriptionCommission (non CLIEDIS specific)
Release Notes iIncludes information for contacting companies about 1) receiving the feed, 2) regarding issues with the feed you are receiving 3) supported and unsupported cases/products, exceptions in the feed, 4) implementation decisions.