Workflows
Product/Platform
Key Dates
Transition
Fun Facts
100
Document used to track operational differences & resolutions
What is the Decision Matrix?
100
Environment of BPM that will be used after merger
What is MSI version of BPM?
100
February 6
What is early testing for MAS testing?
100
March 25
What is repoint day?
100
Theodore's
What is Fidelity favorite hangout in Springfield?
200
Tool to be used to open direct new business after merger
What is M&O Workbench?
200
Day 2 considerations for UAO
What is Suitability Rules Engine and eMoney integration?
200
February 27
What is testing start?
200
Agency code methodology all reps will be moving to after merger
What is MML agency code methodology?
200
Wade Turner's home office
Where is Denver?
300
Number of Inbound installs for forms changes
What is 5?
300
Tool replacing AnnuityNet for all Reps
What is Aplifi?
300
Mailing date for NCL
What is February 8th?
300
Time ICP will be disabled for new transactions
What is 4PM?
300
Thursday
What is Sushi Day at MML cafeteria?
400
Target timeframes for NIGOs management
What is 48 hours (24 with check or cert)?
400
Restriction codes that UAO will apply automatically upon account submission
5a and 5b
400
Week of 2/13
What is MSI MAS Terminations AICS?
400
MSI UAO in-flight applications that will move as part of repoint
What is none?
400
Hampden
What is conference room in Springfield to be used for command center?
500
Key operational function that Middle Office will not process after merger
What is new account process?
500
Three new prefixes being added to MAS platform
What is MP8, MP7, MQ3?
500
Deadline for 5th and final group of forms to inbound.
What is 1/20?
500
when does MSI go to paper for annuities
What is 3/4
500
Local pool shark (warning for Fidelity folks in Springfield)
Who is Aimee Fonte?
M
e
n
u