Upload Filing Transitions

Published 03/18/2021 07:55 AM   |    Updated 04/19/2021 01:57 PM
The following action must be taken by the filing team member that has the Upload Preparer role for this plan
 
Upload Stepper Scenario Filing Status On-Screen Message On-Screen Buttons
No Errors / No Warnings Upload Pending Cert No My PAA filing errors or warnings have been detected in this XML file. To view the filing data that you uploaded, select the 'Filing Summary' button. To move forward to the certification step, select 'Proceed to Certify'. If you wish to complete this step at a later time, select 'Save and Exit'. If you do not intend to certify and submit this filing to the PBGC, select 'Cancel Upload' to permanently cancel it. Proceed to Certify - Launches Cert Pop-Up 
 
Cancel Upload 
 
Save and Exit - Route to Home Page (no status change)
 
Filing Summary
Errors / Errors and Warnings Upload Error My PAA has detected validation errors in this XML filing. You will not be able to submit this uploaded filing to the PBGC until all errors have been corrected. Select the (+) to view these errors and warnings (if warnings appear). Please make the appropriate corrections to XML file and attempt your upload again. If you wish to view the filing data for this XML, select the Filing Summary button. Proceed to Certify - DISABLED
 
Cancel Upload - DISABLED
 
Exit - Route to Home Page
 
Filing Summary
Warnings Only Upload Warning My PAA has detected validation warnings in this XML file. Select the (+) to view these warnings. If desired, you may move forward to the certification step without making additional changes by selecting 'Proceed to Certify' but please be aware that PBGC may contact you regarding certain filing warnings if not addressed prior to submission. If you prefer to update your data before submission, select 'Cancel Upload' and then attempt your upload again after the appropriate corrections have been made to the XML. If you wish to view the filing data for this XML, select the Filing Summary button. Proceed to Certify - Launches Cert Pop-Up 
 
Cancel Upload - Display Upload Cancelled Message 
 
Save and Exit - Route to Home Page (no status change)
 
Filing Summary
No Errors / No Warnings - Chose to Proceed to Certify Upload Pending Cert Upload Certification Pop-Up Certify Upload
 
Cancel - Pop-Up removed; Prior page is displayed with same message and same buttons where pop-up can be launched again or not 
Warnings Only - Chose to Proceed to Certify Upload Warning Upload Certification Pop-Up Certify Upload
 
Cancel - Pop-Up removed; Prior page is displayed with same message and same buttons where pop-up can be launched again or not 
No Errors / No Warnings - Chose to Cancel Upload Upload Cancelled Upload Confirmation Pop-Up: "Are you sure you'd like to cancel this upload? This is a permanent action. To proceed, click the 'Confirm Upload Cancellation' button below" N/A - User routed to home page if confirming cancellation
Warnings Only - Chose to Cancel Upload Upload Cancelled Upload Confirmation Pop-Up: "Are you sure you'd like to cancel this upload? This is a permanent action. To proceed, click the 'Confirm Upload Cancellation' button below" N/A - User routed to home page if confirming cancellation
Certify Pop-Up - Upload Certified; Amount Due > $0 Upload Pending Payment Your upload certification has been completed.   A payment option must be selected before this filing can be submitted to the PBGC for processing.   Proceed to Payment - Launch OPA Payment Interview
 
Cancel Upload 
 
Save and Exit  - Route to Home Page
Certify Pop-Up - Upload Certified; Amount Due = $0 Submitted Your upload certification has been completed.  As there is no Amount Due for this filing, your filing has now been submitted to the PBGC for processing.  Proceed to Payment - DISABLED
 
Cancel Upload - DISABLED
 
Exit - Route to Home Page
Payment Interview Complete - Pay Outside My PAA Submitted (payment interview final page) Return to Plan Details  (button appears on last page of the payment interview for uploads only - routes directly to Plan Details page for plan)
 
Your payment request has been received and your upload has now been submitted to the PBGC for processing.
Payment Interview Complete - Pay Within My PAA Submitted (payment interview final page) Return to Plan Details  (button appears on last page of the payment interview for uploads only - routes directly to Plan Details page for plan)
 
Your payment request has been received and your upload has now been submitted to the PBGC for processing. 
Pending Payment - Chose to Cancel Upload Upload Cancelled Upload Confirmation Pop-Up: "Are you sure you'd like to cancel this upload? This is a permanent action. To proceed, click the 'Confirm Upload Cancellation' button below" N/A - User routed to home page if confirming cancellation
* Note: You will now be able to view uploaded filings in SUBMITTED status from the Plan Details Page, in addition to the Upload History Page..

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