Pensions sector overview

The Pensions sector contains ten Business Use Cases that are capturing the activities exchanging electronic documents. These are:

P_BUC_01 – Old Age Pension claim

P_BUC_02 – Survivors Pension claim

P_BUC_03 – Invalidity Pension claim

P_BUC_04 – Request for Child Raising Periods

P_BUC_05 - Ad-hoc Request for Pension Information

P_BUC_06 - Notification of Pension Information

P_BUC_07 - Request for Pension Amount to Determine Supplements

P_BUC_08 - Information on Pension Amount to award a Pension Supplement

P_BUC_09 - Change in Personal Circumstances

P_BUC_10 – Transitional Cases

A BUC is opened between institutions by sending a SED to every institution concerned. In the beginning of the SEDs there is a section for “Local Case Number” where the institution's case or file number for the case (if forthcoming and known) of each institution involved should be stated. If the case owner does not know which institution to address the SED to, it should send it to the liaison body of that country. The liaison body will then forward the SED to the correct institution and if needed, it will also ask the case owner to start the BUC to another institution as well (if there are more than one institutions concerned in one country). If so, the case owner has to send the SED also to the other institution.

The SEDs of the pension sector have very few data items mandatory. This does not mean that institutions should only provide the mandatory information. Quite the contrary, institutions should provide as much information as possible because this will allow more efficient claim processing in the receiving institution and hence benefit the claimant. The number of mandatory data items on the SEDs is limited to the minimal purely of technical reasons. In the coming electronic world it is impossible to send a SED that does not contain all the mandatory information. All the data provided on the SED should be actual data, not ”same as above” or “idem” or such. When the data is not known it should be left blank.

All the institutions in the BUC should gain the PINs of the person in all the institutions concerned. The case owner of the BUC should try to obtain the PIN of the person in the different institutions so that PIN identification could be used from the beginning. If the person cannot provide PINs for every institution, “identification without PIN” must be used for those institutions. When an institution has identified the person, the PIN should be communicated to all institutions so that identification with PIN can be used from thereon. PINs may be different from sector to sector and for each national institution.

It is also very important that institutions always return PINs and local case numbers (if forthcoming) to each other when sending the SEDs. It is important to return the PIN and local case numbers of all counterparties with every SED. It is important so that the receivers do not have to identify the person multiple times but instead once is enough. Therefore it is also recommended that institutions send their PINs and local case numbers to other members of the BUC right away when they have identified the person.

The identification information of a person is common to all sectors. The only difference between the sectors is which data items are mandatory.