Difference between revisions of "CAA Manual"

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<br><br>
 
<br><br>
 
=Login =
 
=Login =
*Enter your e-file login credentials (user name and password) and click the '''Access''' button.<br/>
+
*Enter your e-file login credentials (user name and password) and click the Access button.<br/>
 
If you don't have an e-file user account or if you do not remember your password, you might contact your e-file administrator of your company. <br/><br/>
 
If you don't have an e-file user account or if you do not remember your password, you might contact your e-file administrator of your company. <br/><br/>
 
<br>
 
<br>
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<br><br>
 
<br><br>
 
==Retrieve source files ==
 
==Retrieve source files ==
 
+
*Retrieve the source files you received from CAA (=> email alerting)
 
  Step 1: Click on the Document management icon<br>
 
  Step 1: Click on the Document management icon<br>
Note: if the Document management icon is not available on your screen, you might contact your e-file administrator of your company, who will add this reporting to your e-file account.<br>
+
Note: if the Document management icon is not available on your screen, you might contact your e-file administrator of your company, who will add the "CAA - group" to your e-file account.<br>
  
 
[[File:DocMmgt icon.png]]
 
[[File:DocMmgt icon.png]]
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All files will be displayed<br><br>
 
All files will be displayed<br><br>
  
  Step 3: Click on the Plus icon (Cf.2)[[File:Plus icon.png]]<br>
+
  Step 3: Click on the Plus icon [[File:Plus icon.png]]<br>
  
 
A pop-up windows opens displaying the Detail of sending:<br>
 
A pop-up windows opens displaying the Detail of sending:<br>
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[[File:Detail of sending.png]]<br><br>
 
[[File:Detail of sending.png]]<br><br>
  
  Step 4: Click on the Magnifying glass icon [[File:Loupe.png]]<br>
+
  Step 4: Click on the View icon [[File:Loupe.png]]<br>
 +
The EfileCrypto.jnlp file appears. This file has to be downloaded and must be opened to start the encryption module<br>
 +
[[File:EfileCrypto jnlp.png]]<br>
  
 +
Step 5: Click on the Open button of the EfileCrypto.jnlp file
  
<br><br>
+
The Encryption module opens<br>
 +
[[File:Encryption module.png]]<br><br>
  
 +
Step 6: Enter your keystore password and click on the download button<br>
  
 +
If the encryption module takes too much time to be opened or if the file EfileCrpyto has not been executed, the following message will pop up and you will have to click one more time on the View button.<br/>
  
 +
[[File:errortime.JPG]]<br/>
  
If the Document management icon is not available on your screen, you might contact your e-file administrator of your company, who will add this reporting to your e-file account.
+
If it is the first time you are using the encryption module, you may be asked for the '''keystore location''' in the Configuration tab.<br/>
 +
'''Note :''' The keystore file (file with the extension .ks) contains your Luxtrust certificate and is protected with a password. If you don't have the keystore or its password, please contact your e-file administrator.<br/>
 +
<br/>
  
  
You will find all CAA requests in the icon '''Document Management > Transmission follow-up tab'''.<br/>
+
= Submit your reply =
'''Note :''' If you don't have access to this icon, please ask your e-file administrator to assign you to the group : "'''Groupe CAA'''" on the appropriate environment.<br/>
+
  
 +
*Submit your completed source file to the CAA<br/>
  
 +
Step 7: Tick the box in the row of your source file report and click on the Reply button.<br/>
  
[[File:DocMngmt.JPG]] '''=>''' [[File:TransmFolUp.JPG]] <br/><br/>
+
[[File:Transmission follow-up.png]]<br>
  
= Retrieve your report =
+
The EfileCrypto.jnlp file appears.<br>
  
Use the '''search by date''' function on the left panel to display your report.<br/>
+
This file has to be downloaded and must be opened to start the encryption module<br>
 
+
[[File:EfileCrypto jnlp.png]]<br><br>
[[File:DlReport.JPG]]<br/>
+
 
+
By clicking on the '''little document icon''' at the right of your report row, you will be able to display documents attached.<br/>
+
 
+
[[File:ReportDetail.JPG]]<br/>
+
 
+
To download and decrypt your report, click on the View button. '''A file called EfileCrypto.jnlp will be downloaded and must be opened to start the encryption module'''.<br/>
+
If the encryption module takes too much time to be opened or if the file EfileCrpyto has not been executed, the following message will comes up and you will have to click one more time on the Wiew button.<br/>
+
 
+
[[File:errortime.JPG]]<br/>
+
 
+
 
+
If it is the first time you are using the encryption module, you will be asked for the '''keystore location'''.<br/>
+
'''Note :''' The keystore file (file with the extension .ks) contains your Luxtrust certificate and is protected with a password. If you don't have the keystore or its password, please contact your e-file administrator.<br/>
+
<br/>
+
If your keystore is well configured, fill your keystore password and click on the Download button to decrypt your report.<br/>
+
  
[[File:DLWindow.JPG]]<br/>
+
Step 8: Click on the Open button of the EfileCrypto.jnlp file
  
= Send your reply =
+
The Encryption module opens<br>
 +
[[File:Encryption module.png]]<br><br>
  
Once your report completed, check the box on the row of your report and select the action '''Reply'''.<br/>
+
This file has to be downloaded and must be opened to start the encryption module<br>
 +
[[File:EfileCrypto jnlp.png]]<br>
  
[[File:Reply.JPG]]<br/>
 
  
A file called EfileCrypto.jnlp will be downloaded and must be opened to start the encryption module'''.<br/><br/>
 
 
Now, the encryption allows up to upload your completed report via the button Upload or via a drag and drop into the window.<br/>
 
Now, the encryption allows up to upload your completed report via the button Upload or via a drag and drop into the window.<br/>
 
Please note that our ecryption module checks if the filename is correct or not. If it is, a green light will appear and you will be able to send your file thanks to the Send button.<br/>
 
Please note that our ecryption module checks if the filename is correct or not. If it is, a green light will appear and you will be able to send your file thanks to the Send button.<br/>

Revision as of 18:15, 25 February 2017

e-file v2 environment

  • Select your environment:

Production environment : https://www.e-file.lu/e-file/
Homologation environment (Test) : https://homologation.e-file.lu/e-file/

Login

  • Enter your e-file login credentials (user name and password) and click the Access button.

If you don't have an e-file user account or if you do not remember your password, you might contact your e-file administrator of your company.


Reports initiated by CAA source files

The following reports are initiated by CAA source files

Report
code
Details
CPR Compte rendu
RAC Rapport actuariel
RDI Rapport distinct du réviseur
RGO Rapport de gouvernance
RLB Rapport LBCFT
RRE Rapports sur le traitement des réclamations
ESP Enquête spécifique
ETR Etat trimestriel
RSO Rapport distinct Solvabilité 2 du réviseur
FIR Fiche de renseignement



Retrieve source files

  • Retrieve the source files you received from CAA (=> email alerting)
Step 1: Click on the Document management icon

Note: if the Document management icon is not available on your screen, you might contact your e-file administrator of your company, who will add the "CAA - group" to your e-file account.

DocMmgt icon.png

The Transmission follow-up screen of the Document management opens:

Transmission follow-up.png

Step 2: Select the Transmission period (From...To) and click on the Search button

All files will be displayed

Step 3: Click on the Plus icon Plus icon.png

A pop-up windows opens displaying the Detail of sending:

Detail of sending.png

Step 4: Click on the View icon Loupe.png

The EfileCrypto.jnlp file appears. This file has to be downloaded and must be opened to start the encryption module
EfileCrypto jnlp.png

Step 5: Click on the Open button of the EfileCrypto.jnlp file

The Encryption module opens
Encryption module.png

Step 6: Enter your keystore password and click on the download button

If the encryption module takes too much time to be opened or if the file EfileCrpyto has not been executed, the following message will pop up and you will have to click one more time on the View button.

Errortime.JPG

If it is the first time you are using the encryption module, you may be asked for the keystore location in the Configuration tab.
Note : The keystore file (file with the extension .ks) contains your Luxtrust certificate and is protected with a password. If you don't have the keystore or its password, please contact your e-file administrator.


Submit your reply

  • Submit your completed source file to the CAA
Step 7: Tick the box in the row of your source file report and click on the Reply button.

Transmission follow-up.png

The EfileCrypto.jnlp file appears.

This file has to be downloaded and must be opened to start the encryption module
EfileCrypto jnlp.png

Step 8: Click on the Open button of the EfileCrypto.jnlp file

The Encryption module opens
Encryption module.png

This file has to be downloaded and must be opened to start the encryption module
EfileCrypto jnlp.png


Now, the encryption allows up to upload your completed report via the button Upload or via a drag and drop into the window.
Please note that our ecryption module checks if the filename is correct or not. If it is, a green light will appear and you will be able to send your file thanks to the Send button.

Upload.JPG

Exemple : The filename of your reply must contain "CAA" instead of "SRC" (original file).
For more information about the naming convention, please consult the CAA manual : http://www.commassu.lu/upload/files/504/CAA-FNC_v100.pdf

Consult your feedbacks

For Solvency I, you will receive two feedbacks per reply :

   -  FDBTEC (FBR): Technical feedback.
- FDBVAL (FBV): Optional Validation feedback.

Once received, these feedbacks will be available in the transmission follow-up screen, via the little document icon on the right :

Feedbacks.JPG

Note : the document type CCPRW refers to your reply.

Feedbacksdetails.JPG

In the same way as step 2.Retrieve your report, you can download and decrypt your feedbacks via the View button and the ecryption module.