Notice #913, Canada Education Savings Program interface transaction standards, updates to version 5.8

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• Information bulletin
• Purpose
• Canada Education Savings Program (CESP) interface transaction standards (ITS), updates to version 5.8
• Contact us

Information Bulletin

Number:

CESP/PCEE-2021/22-005-913

Date:

August 30, 2021

Subjet:

Canada Education Savings Program (CESP) interface transaction standards (ITS), updates to version 5.8

Purpose

This information bulletin details updates to the CESP ITS, version 5.8 dated October 1, 2017.

Canada Education Savings Program (CESP) interface transaction standards (ITS), updates to version 5.8

• Section: 3.3 - Transaction reporting sequences
• update:
• transactions must be submitted in a logical sequence
• a beneficiary record must be processed before the CESP system can process financial transactions for that beneficiary

• Section: 4.2 - Record type 200, transaction type 03 - Beneficiary information
• update:
• senders must submit sufficient information to register a contract including a beneficiary information transaction (record type 200, transaction type 03) prior to sending financial transactions associated with the beneficiary
• refer to section 5.5 which states the transactions required to register a contract
• the return of a processing report (.pro) or an error report (.err) will confirm the acceptance or rejection of the beneficiary record
• a beneficiary information transaction may be rejected for the following reasons:
  • the beneficiary social insurance number (SIN) must be present and valid
  • the CESP validates the SIN, given name, surname, date of birth and sex of all beneficiaries with the Social Insurance Registry (SIR)
  • if a beneficiary fails validation at 2 SIR, the transaction is rejected and a beneficiary account is not created in the CESP system
  • in order for a beneficiary account to be created, senders must resubmit the beneficiary information transaction with the correct information
  • to minimise errors, the beneficiary’s given name and surname should be submitted to the CESP exactly as they appear on the SIN card

• Section: 6.13 - Transaction sequence
• update:
• transactions must be submitted in a logical sequence
• once the contract has been established and registered and a beneficiary is processed by the CESP system, senders must report financial activities pertaining to that beneficiary and contract
• the beneficiary does not have to pass SIR validation in order to be considered processed

• Section: 7.6 - Record type 400 - Financial transaction, PCG/spouse
• update:
• mandatory for transaction type 24 and on the date of the transaction, the beneficiary is less than 18 years of age

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