Module
Member administration for pension institutions
The central master data administration of netPension®. From here you reach every further process relating to a member – without switching modules.
What the member file contains
Everything about a membership in one place.
The file is the starting point for every process. What you see here is the same data set that contribution and benefit processing also calculate with – there is no second version.
Member and person search
Personal data
Address data
Data on dependants
Membership data with status and period
Contribution data
Benefit data
Documents and records
Bank details
Occupations and employment relationships
Contribution assessment data
Follow-ups
From the file
One click further, not one module further.
01
Contribution side
Create an employment relationship, assign the employer, assess the contribution according to the statutes, generate the debit posting. To contribution processing
02
Benefit side
Assign, simulate and assess the type of benefit; health and long-term care insurance contributions are calculated and paid over. To benefit processing
03
Reports
Whatever has to be reported is created from the same data – pension payment notification, employer and paying agent reporting procedures, exemption applications. To the reporting procedures
04
Correspondence
Individual and batch documents are created from within the file, using the data it contains. Follow-ups and journals record what was sent out and when. To the Textmanager
05
What members see themselves
The same data is available in the member portal – without a second data store. You decide for each role what is visible and what can be changed. To the member portal
Frequently asked questions
What pension institutions ask about member administration.
Do earlier data versions remain traceable?
Yes. netPension® tracks the history of changes, supplemented by journals and follow-ups. This allows you to prove to supervisory authorities and auditors which status applied when and who set it.
Can we control who sees which data?
Yes, through a multi-level permissions system. This is the basis for case handling, accounting and management working in the same system without everyone seeing everything.
How does our current member data get into the system?
Through a migration, not by re-entering it. We have taken over data sets that were previously considered impossible to migrate – including redundant legacy databases or ones that could no longer be fully traced. To data migration
Would you like to see what this looks like for you?
We show netPension® along your questions – not slides, but the running software. Give us a call or request a demo.