Working Groups

Collaboration is at the heart of what we do. Our Working Groups consist of representative members of the industry, concentrating on a stream of work relating to the development, implementation or maintenance of Standards.

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Working Groups

Standards and Governance Executive (SaGE)

SaGE is the Governance body that advises on the Programme that delivers Criterion’s Business Plan.

Process and Standards Group (PSG)

Providing detailed Governance of the evolution of Criterion Standards.

Standards Technical Architecture Group (STAG)

The STAG will work within the business scope of the PSG and will complement the PSG by providing the technical strategy for business projects.

Letter of Authority Standards Development Working Group (LOASDWG)

Development Project to develop Standards to support the Letter of Authority fulfilment process.

Group Risk Standards Development Working Group (GRSDWG)

Group Risk Standards to support the Mid Term Changes process.

Equity Release Integration Working Group (ERIWG)

Governance and Management of the Quotes and KFI Data Messaging Standard developed by IRESS.

Common Declarations Working Group (CCDWG)

Management of the evolution of the Criterion Common Declarations for the benefit of the industry.

Occupation Codes List Update Working Group (OCLUWG)

Update of the Occupation Codes Standard used in quotations and new business processes.

Wet Signature Alternatives Research Group (WSARG)

Reviewing recent developments, removing Wet Signatures to help in the e-enablement of processes that currently require human intervention.

Common Annuity Applications Research Group (CAARG)

Research into opportunities to drive more commonality into Annuity Application processes, and the benefits in doing so.

Group Risk Quotes Working Group (GRQWG)

The Process & Standards Group approved the development of Standards to support the Mid Term Changes process; these were delivered at Draft Final in January 2020, following which market stakeholders confirmed an appetite to develop Standards for Quotations and associated processes, including rate review.

Occupation Codes List Implementation Group (OCLIG)

This Group will allow the sharing of best practice on Occupation Codes List implementation with all interested parties and provide a forum for open and appropriate communications for organisations implementing v3.0.

Gender Identity Research Group (GIRG)

Members of Criterion’s community feel that there is a need to understand the impact on delivering appropriate and relevant support to the financial services market for individuals who identify as non–binary or do not want to be identified by a particular gender.

Equity Release API Standards Governance Group (ERASGG)

The purpose of the ERASGG is to manage the evolution of Criterion’s API Standards in the Equity Release market for the benefit of all participants. Membership of the Group is open to all Licence Holders.

Market Landscape Review Research Group (MLRRG)

Project to effectively re-baseline the understanding shared by Criterion and its stakeholders of the broad process landscape of today’s intermediated retail and corporate markets, with the aim of providing a robust and renewed foundation for future work. This folds in 2 previously identified potential projects: Adviser Journey and Evolution of the Protection market.

DFM Model Portfolio Management Working Group (DFMMPMWG)

This project will develop and deliver data integration (API) Standards for processes relating to the management of model portfolios made available on Investment Platforms by Discretionary Fund Managers (DFMs).

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