Account and organisation data management

Overview

Purpose

To manage account and organisation data.

Types of change

Request endpoint disconnection

Who completes this step?

• primary business contact (PBC)

Before you begin

To disconnect a view or PAT refresh endpoint, you need to ensure there are no active or approved pension providers or schemes associated with the endpoint. If there are, you will not be able to proceed.

If your organisation has only one find endpoint, you must add a new endpoint before requesting disconnection in order to maintain connection.

What you need to do in this step

1. Select the ‘Endpoints’ tab.
2. Select ‘Manage’ next to the endpoint you want to disconnect.
3. Under ‘Endpoint’, select ‘Request disconnection’ next to the endpoint status.
4. Confirm that you want to disconnect the endpoint and complete the ‘Reasons for disconnection’ field.
5. You will see an on-screen confirmation that the request has been submitted.

What happens next

The endpoint status updates immediately, and you will see it listed as ‘Inactive’. You will also get an email confirming this.

Request organisation disconnection

Who completes this step?

• primary business contact (PBC), and
• primary technical contact (PTC)

Before you begin

You must ensure there are no active or approved pension providers or schemes. If there are any, you will have to disconnect or transfer pension providers or schemes before proceeding.

You must also deregister any registered pension identifiers (PeIs) before submitting this request.

For more information, read the technical standards on how to deregister PeIs.

What the PBC needs to do in this step

1. Select the ‘Organisation’ tab.
2. Under ‘Your organisation’, select ‘Request disconnection’ next to your organisation’s status.
3. Confirm that you want to proceed with your organisation’s disconnection request and complete the ‘Reason for disconnection’ field.
4. You will see an on-screen confirmation that your request has been submitted to the PTC for approval.
5. You will also get this confirmation in an email.

What the PTC needs to do in this step

1. You will get an email notifying you of an organisation disconnection request.
2. Select the link in the email to view the request.
3. Select the task name which matches the request.
4. Review the reasons for disconnection and approve or reject the request.
5. You will see an on-screen confirmation of your decision.

What happens next

If the PTC has rejected the organisation disconnection request, the PBC will be notified via email. No action will be taken by PDP.

If the PTC has approved the organisation disconnection request, PDP will be notified via email of the submission and will review the request within 5 working days.

If PDP approves the organisation disconnection request, the following will happen immediately:

1. The organisation status, endpoint status and user account status will be updated to ‘Inactive’.
2. The organisation’s cryptographic material will be revoked.
3. The PBC and PTC will be notified via email confirming that the organisation disconnection request has been approved.

If PDP rejects the organisation disconnection request, the PBC and PTC will be notified via email.

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