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Implementation Progress

Implementation progress details for each CLIEDIS member carrier by each feed.
Download a printable summary chart.

  • Application Notification (includes both eApps and Paper)

    Assumption Life: Approved in 2015

    Assumption Life

    Approval Information
    Date: 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: 1.41
    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.
    BMO Life Assurance: Approved in 2017

    BMO Life Assurance

    Approval Information
    Date: 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
    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. Plans
    Notes:
    Canada Life: Approved in 2017

    Canada Life

    Approval Information
    Date: 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 Details
    Date: 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 Details
    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.
    Canada Protection Plan: Approved in 2017

    Canada Protection Plan

    Approval Information
    Date: 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: 1.5
    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.
    Desjardins Financial Security: Approved in 2017

    Desjardins Financial Security

    Approval Information
    Date: 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 Details
    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.
    EDGE Benefits: Approved November, 2020

    EDGE Benefits

    Approval Information
    Date: 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 Details
    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.
    Empire Life: Approved in 2015

    Empire Life

    Approval Information
    Date: 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: 1.3
    Date: 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 Details
    Date: 2016-05-24 Version: 1.3 Details
    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.
    Equitable Life: Approved in 2017

    Equitable Life

    Approval Information
    Date: 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
    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.
    Humania Assurance: Approved in 2016

    Humania Assurance

    Approval Information
    Date: 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 Details
    Date: 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 Details
    Date: 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 Details
    Date: 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 Details
    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: Approved in 2015; reapproved Feb 2018 for disability products; reapproved Nov 2020 for images

    Manulife Financial

    Approval Information
    Date: 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 Details
    Date: 2018-02-28 Version: v1.3 Details
    Date: 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 Details
    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: Approved in 2016. Re-approved Jan 2019 for income prot; Apr 2020 for multilife; Nov 2020 for WL

    RBC Insurance

    Approval Information
    Date: 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+. Details
    Date: 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+. Details
    Date: 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+. Details
    Date: 2020-11-30 Details
    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.
    SSQ Financial Group: Approved Feb 2018; availability to be timed with eApp system

    SSQ Financial Group

    Approval Information
    Date: 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: 1.7
    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.
    Sun Life: Sept 2020: Operational; under approval re-evaluation for reported issues. Details in Knowledge Base

    Sun Life

    Approval Information
    Date: 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: 1.8
    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 December 2017

    The Co-operators

    Approval Information
    Date: 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: 1.6
    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.
    iA Financial Group: Approved in 2017; reapproved Aug 2019 v1.8

    iA Financial Group

    Approval Information
    Date: 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: 1.6
    Date: 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 Details
    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: Approved in 2015

    ivari

    Approval Information
    Date: 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: 1.3
    Date: 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 Details
    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.
  • Pending (handles requirements, case status)

    Assumption Life: No information

    Assumption Life

    BMO Life Assurance: Approved in 2014

    BMO Life Assurance

    Approval Information
    Date: 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: 2.2
    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.
    Canada Life: Approved in 2008; Re-approved October 2017

    Canada Life

    Approval Information
    Date: 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 Details
    Date: 1970-01-01 Type: Base-line iTechnical validation: complies to schema; meets minimum data requirements. Version: v1.0
    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.
    Canada Protection Plan: No information

    Canada Protection Plan

    Desjardins Financial Security: Approved in 2017

    Desjardins Financial Security

    Approval Information
    Date: 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: 2.40
    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.
    EDGE Benefits: On hold

    EDGE Benefits

    Empire Life: Approved in 2015

    Empire Life

    Approval Information
    Date: 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 Details
    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.
    Equitable Life: Approved August 2020

    Equitable Life

    Approval Information
    Date: 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: 2.5
    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.
    Humania Assurance: Approved in 2016

    Humania Assurance

    Approval Information
    Date: 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 Details
    Date: 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 Details
    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: Approved in 2007, re-approved 2015 with enhancements

    Manulife Financial

    Approval Information
    Date: 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 Details
    Date: 2007-01-01 Type: Base-line iTechnical validation: complies to schema; meets minimum data requirements. Version: 1.0
    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.
    RBC Insurance: Approved in 2009. Re-approved in 2016.

    RBC Insurance

    Approval Information
    Date: 2009-08-08 Type: Base-line iTechnical validation: complies to schema; meets minimum data requirements. Version: N/A Details
    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. Plans
    Scheduled Date: Phased approach Notes: Re-certified in 2016.
    SSQ Financial Group: Approved in 2016

    SSQ Financial Group

    Approval Information
    Date: 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: 2.22
    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.
    Sun Life: Approved in 2008; Reapproved 2018 for v 2.5

    Sun Life

    Approval Information
    Date: 2008-06-04 Type: Base-line iTechnical validation: complies to schema; meets minimum data requirements. Version: N/A
    Date: 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: v2.5
    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. Plans
    Notes: Reviewing plans for 2016
    The Co-operators: Approved December 2017

    The Co-operators

    Approval Information
    Date: 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: 2.4
    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.
    iA Financial Group: Approved in 2008; Reapproved February 2019

    iA Financial Group

    Approval Information
    Date: 2008-09-25 Type: Base-line iTechnical validation: complies to schema; meets minimum data requirements. Details
    Date: 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 2.5
    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: Approved in 2012

    ivari

    Approval Information
    Date: 2012-01-23 Type: Base-line iTechnical validation: complies to schema; meets minimum data requirements. Version: 2.0 Details
    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.
  • Book of Business (includes inforce, out-of-force, orphans, agent transfers)

    Assumption Life: TBD

    Assumption Life

    BMO Life Assurance: Project on hold as of Jan 2019

    BMO Life Assurance

    Canada Life: Approved November 2020

    Canada Life

    Approval Information
    Date: 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 Details
    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.
    Canada Protection Plan: No Information

    Canada Protection Plan

    Desjardins Financial Security: No information

    Desjardins Financial Security

    EDGE Benefits: No Information

    EDGE Benefits

    Empire Life: No information

    Empire Life

    Equitable Life: No Information

    Equitable Life

    Humania Assurance: No information

    Humania Assurance

    Manulife Financial: Approved in 2016

    Manulife Financial

    Approval Information
    Date: 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 Details
    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: Under development 4th Qtr 2020

    RBC Insurance

    SSQ Financial Group: Approved March 2019

    SSQ Financial Group

    Approval Information
    Date: 2019-03-12 Type: Base-line iTechnical validation: complies to schema; meets minimum data requirements. Version: v 1.8
    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.
    Sun Life: TBD

    Sun 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: On hold

    The Co-operators

    iA Financial Group: Approved in 2015

    iA Financial Group

    Approval Information
    Date: 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 Details
    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: Approved in 2016

    ivari

    Approval Information
    Date: 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: v1.5
    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.
  • Inforce (original)

    Canada Life: Approved in 2010

    Canada Life

    Approval Information
    Date: 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 2012

    The Co-operators

    Approval Information
    Date: 1970-01-01 Type: Base-line iTechnical validation: complies to schema; meets minimum data requirements. Details
    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.
  • Product Description (product codes, names, status in standard form)

    ivari: Approved in 2013

    ivari

    Approval Information
    Date: 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: 1.0
    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.
  • Commission (non CLIEDIS specific)

    BMO Life Assurance: FASAT based ACORD XML; Available for subscription

    BMO 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 subscription

    Manulife 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 subscription

    RBC 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 subscription

    ivari

    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.
  • Assumption Life

    Application Notification (includes both eApps and Paper): Approved in 2015

    Application Notification (includes both eApps and Paper)

    Approval Information
    Date: 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: 1.41
    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.
    Pending (handles requirements, case status): No information

    Pending (handles requirements, case status)

    Book of Business (includes inforce, out-of-force, orphans, agent transfers): TBD

    Book of Business (includes inforce, out-of-force, orphans, agent transfers)

  • BMO Life Assurance

    Application Notification (includes both eApps and Paper): Approved in 2017

    Application Notification (includes both eApps and Paper)

    Approval Information
    Date: 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
    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. Plans
    Notes:
    Pending (handles requirements, case status): Approved in 2014

    Pending (handles requirements, case status)

    Approval Information
    Date: 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: 2.2
    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.
    Book of Business (includes inforce, out-of-force, orphans, agent transfers): Project on hold as of Jan 2019

    Book of Business (includes inforce, out-of-force, orphans, agent transfers)

    Commission (non CLIEDIS specific): FASAT based ACORD XML; Available for subscription

    Commission (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.
  • Canada Life

    Application Notification (includes both eApps and Paper): Approved in 2017

    Application Notification (includes both eApps and Paper)

    Approval Information
    Date: 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 Details
    Date: 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 Details
    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.
    Pending (handles requirements, case status): Approved in 2008; Re-approved October 2017

    Pending (handles requirements, case status)

    Approval Information
    Date: 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 Details
    Date: 1970-01-01 Type: Base-line iTechnical validation: complies to schema; meets minimum data requirements. Version: v1.0
    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.
    Book of Business (includes inforce, out-of-force, orphans, agent transfers): Approved November 2020

    Book of Business (includes inforce, out-of-force, orphans, agent transfers)

    Approval Information
    Date: 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 Details
    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.
    Inforce (original): Approved in 2010

    Inforce (original)

    Approval Information
    Date: 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.
  • Canada Protection Plan

    Application Notification (includes both eApps and Paper): Approved in 2017

    Application Notification (includes both eApps and Paper)

    Approval Information
    Date: 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: 1.5
    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.
    Pending (handles requirements, case status): No information

    Pending (handles requirements, case status)

    Book of Business (includes inforce, out-of-force, orphans, agent transfers): No Information

    Book of Business (includes inforce, out-of-force, orphans, agent transfers)

  • Desjardins Financial Security

    Application Notification (includes both eApps and Paper): Approved in 2017

    Application Notification (includes both eApps and Paper)

    Approval Information
    Date: 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 Details
    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.
    Pending (handles requirements, case status): Approved in 2017

    Pending (handles requirements, case status)

    Approval Information
    Date: 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: 2.40
    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.
    Book of Business (includes inforce, out-of-force, orphans, agent transfers): No information

    Book of Business (includes inforce, out-of-force, orphans, agent transfers)

  • EDGE Benefits

    Application Notification (includes both eApps and Paper): Approved November, 2020

    Application Notification (includes both eApps and Paper)

    Approval Information
    Date: 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 Details
    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.
    Pending (handles requirements, case status): On hold

    Pending (handles requirements, case status)

    Book of Business (includes inforce, out-of-force, orphans, agent transfers): No Information

    Book of Business (includes inforce, out-of-force, orphans, agent transfers)

  • Empire Life

    Application Notification (includes both eApps and Paper): Approved in 2015

    Application Notification (includes both eApps and Paper)

    Approval Information
    Date: 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: 1.3
    Date: 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 Details
    Date: 2016-05-24 Version: 1.3 Details
    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.
    Pending (handles requirements, case status): Approved in 2015

    Pending (handles requirements, case status)

    Approval Information
    Date: 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 Details
    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.
    Book of Business (includes inforce, out-of-force, orphans, agent transfers): No information

    Book of Business (includes inforce, out-of-force, orphans, agent transfers)

  • Equitable Life

    Application Notification (includes both eApps and Paper): Approved in 2017

    Application Notification (includes both eApps and Paper)

    Approval Information
    Date: 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
    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.
    Pending (handles requirements, case status): Approved August 2020

    Pending (handles requirements, case status)

    Approval Information
    Date: 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: 2.5
    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.
    Book of Business (includes inforce, out-of-force, orphans, agent transfers): No Information

    Book of Business (includes inforce, out-of-force, orphans, agent transfers)

  • Humania Assurance

    Application Notification (includes both eApps and Paper): Approved in 2016

    Application Notification (includes both eApps and Paper)

    Approval Information
    Date: 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 Details
    Date: 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 Details
    Date: 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 Details
    Date: 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 Details
    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.
    Pending (handles requirements, case status): Approved in 2016

    Pending (handles requirements, case status)

    Approval Information
    Date: 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 Details
    Date: 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 Details
    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.
    Book of Business (includes inforce, out-of-force, orphans, agent transfers): No information

    Book of Business (includes inforce, out-of-force, orphans, agent transfers)

  • Manulife Financial

    Application Notification (includes both eApps and Paper): Approved in 2015; reapproved Feb 2018 for disability products; reapproved Nov 2020 for images

    Application Notification (includes both eApps and Paper)

    Approval Information
    Date: 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 Details
    Date: 2018-02-28 Version: v1.3 Details
    Date: 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 Details
    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.
    Pending (handles requirements, case status): Approved in 2007, re-approved 2015 with enhancements

    Pending (handles requirements, case status)

    Approval Information
    Date: 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 Details
    Date: 2007-01-01 Type: Base-line iTechnical validation: complies to schema; meets minimum data requirements. Version: 1.0
    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.
    Book of Business (includes inforce, out-of-force, orphans, agent transfers): Approved in 2016

    Book of Business (includes inforce, out-of-force, orphans, agent transfers)

    Approval Information
    Date: 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 Details
    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.
    Commission (non CLIEDIS specific): FASAT based ACORD XML; Available for subscription

    Commission (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.
  • 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

    Application Notification (includes both eApps and Paper)

    Approval Information
    Date: 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+. Details
    Date: 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+. Details
    Date: 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+. Details
    Date: 2020-11-30 Details
    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.
    Pending (handles requirements, case status): Approved in 2009. Re-approved in 2016.

    Pending (handles requirements, case status)

    Approval Information
    Date: 2009-08-08 Type: Base-line iTechnical validation: complies to schema; meets minimum data requirements. Version: N/A Details
    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. Plans
    Scheduled Date: Phased approach Notes: Re-certified in 2016.
    Book of Business (includes inforce, out-of-force, orphans, agent transfers): Under development 4th Qtr 2020

    Book of Business (includes inforce, out-of-force, orphans, agent transfers)

    Commission (non CLIEDIS specific): FASAT Based ACORD XML; Produced, not yet available for subscription

    Commission (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.
  • SSQ Financial Group

    Application Notification (includes both eApps and Paper): Approved Feb 2018; availability to be timed with eApp system

    Application Notification (includes both eApps and Paper)

    Approval Information
    Date: 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: 1.7
    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.
    Pending (handles requirements, case status): Approved in 2016

    Pending (handles requirements, case status)

    Approval Information
    Date: 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: 2.22
    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.
    Book of Business (includes inforce, out-of-force, orphans, agent transfers): Approved March 2019

    Book of Business (includes inforce, out-of-force, orphans, agent transfers)

    Approval Information
    Date: 2019-03-12 Type: Base-line iTechnical validation: complies to schema; meets minimum data requirements. Version: v 1.8
    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.
  • Sun Life

    Application Notification (includes both eApps and Paper): Sept 2020: Operational; under approval re-evaluation for reported issues. Details in Knowledge Base

    Application Notification (includes both eApps and Paper)

    Approval Information
    Date: 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: 1.8
    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.
    Pending (handles requirements, case status): Approved in 2008; Reapproved 2018 for v 2.5

    Pending (handles requirements, case status)

    Approval Information
    Date: 2008-06-04 Type: Base-line iTechnical validation: complies to schema; meets minimum data requirements. Version: N/A
    Date: 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: v2.5
    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. Plans
    Notes: Reviewing plans for 2016
    Book of Business (includes inforce, out-of-force, orphans, agent transfers): TBD

    Book 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.
  • The Co-operators

    Application Notification (includes both eApps and Paper): Approved December 2017

    Application Notification (includes both eApps and Paper)

    Approval Information
    Date: 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: 1.6
    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.
    Pending (handles requirements, case status): Approved December 2017

    Pending (handles requirements, case status)

    Approval Information
    Date: 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: 2.4
    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.
    Book of Business (includes inforce, out-of-force, orphans, agent transfers): On hold

    Book of Business (includes inforce, out-of-force, orphans, agent transfers)

    Inforce (original): Approved 2012

    Inforce (original)

    Approval Information
    Date: 1970-01-01 Type: Base-line iTechnical validation: complies to schema; meets minimum data requirements. Details
    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.
  • iA Financial Group

    Application Notification (includes both eApps and Paper): Approved in 2017; reapproved Aug 2019 v1.8

    Application Notification (includes both eApps and Paper)

    Approval Information
    Date: 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: 1.6
    Date: 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 Details
    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.
    Pending (handles requirements, case status): Approved in 2008; Reapproved February 2019

    Pending (handles requirements, case status)

    Approval Information
    Date: 2008-09-25 Type: Base-line iTechnical validation: complies to schema; meets minimum data requirements. Details
    Date: 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 2.5
    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.
    Book of Business (includes inforce, out-of-force, orphans, agent transfers): Approved in 2015

    Book of Business (includes inforce, out-of-force, orphans, agent transfers)

    Approval Information
    Date: 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 Details
    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

    Application Notification (includes both eApps and Paper): Approved in 2015

    Application Notification (includes both eApps and Paper)

    Approval Information
    Date: 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: 1.3
    Date: 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 Details
    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.
    Pending (handles requirements, case status): Approved in 2012

    Pending (handles requirements, case status)

    Approval Information
    Date: 2012-01-23 Type: Base-line iTechnical validation: complies to schema; meets minimum data requirements. Version: 2.0 Details
    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.
    Book of Business (includes inforce, out-of-force, orphans, agent transfers): Approved in 2016

    Book of Business (includes inforce, out-of-force, orphans, agent transfers)

    Approval Information
    Date: 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: v1.5
    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.
    Product Description (product codes, names, status in standard form): Approved in 2013

    Product Description (product codes, names, status in standard form)

    Approval Information
    Date: 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: 1.0
    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.
    Commission (non CLIEDIS specific): Flat File; Produced, not available for subscription

    Commission (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.