Changes for Phase 2 revision 2003-11 (2004-06-12)

Summary

This is an updated edition of the schema for E-Filing version 2.0. It documents schema changes resulting from change requests from version 1.1 as well as required schema changes to incorporate additional functionality included in Release 2.0 of the E-Filing system. This page documents new schemas and updates to existing schemas.

Please Note:

  1. This page is kept for historical purpose. Forms in the Detailed Changes section below are the latest version with the Latest Updated date as indicated in the Index page (Home Page).
  2. The changes listed here, unless otherwise specified, took place when Release 2.0 of the E-Filing system was deployed. This release occurred on June 12, 2004.
  3. December 19, 2003 changes are shown in italics. These changes were made as a result of finalizing business requirements which were not confirmed when this schema was initially released in mid-November. The updated forms are the EIS, Form52, Form53 and Form54.
  4. February 10, 2004 changes are shown in bold. Slight changes were made to the EIS to accommodate additional Division II Proposal information.
  5. May 13, 2004 changes are shown enclosed in '***'. The schemas affected in this change are as follows:
    • Globals was changed to complete the modifications stated in the original Global Changes. The last release did not allow for optional GivenNames, MunicipalityType, City and PostalCode in all cases as stated in the release notes. These are all optional now; specifically <ClaimantPerson> , <DeclarantPerson> and <Event/Place> .
    • The Dividend Sheet was modified to provide a breakdown by Secured, Unsecured and Preferred creditors with sub-totals and grand totals added.
    • Form13/13S/13PD were changed to make Notes a repeating element.
    • Form14 was changed to display Interim and current gross dividend, levy and net dividend information as well as modifying Notes to be a repeating element.
  6. May 31, 2004 also shows the changes enclosed in '***'.
    • A change was made to Form47 to add had an optional, repeating, string element <AdditionalInformation> .
    • In Form14, a new enumeration value Ongoing was added to the element <Status>.
  7. October 14, 2004.
    • Modified the comment for <DeadlineDate> in Form69.

Detailed changes

New Schemas Added

File Title
Form14.xsd Administrator's Statement of Receipts and Disbursements
Form47.xsd Consumer Proposal
Form48.xsd Report of Administrator on Consumer Proposal
Form49.xsd Notice to Creditors of Consumer Proposal
Form50.xsd Notice of Meeting of Creditors to Consider Consumer Proposal
Form51.xsd Report of Administrator on Consumer Proposal and Conduct of Consumer Debtor
Form511.xsd Notice of Hearing of Application for Court Review of Consumer Proposal
Form52.xsd Notice of Status of Consumer Proposal
Form53.xsd Notice to Creditors and Report to Official Receiver on Annulment of Consumer Proposal of a Consumer Debtor who was not a Bankrupt
Form54.xsd Report to Official Receiver on Annulment of the Consumer Proposal of a Consumer Debtor who was a Bankrupt
Form56.xsd Notice to Creditors and Report to Official Receiver on Deemed Annulment of Consumer Proposal
Form57.xsd Certificate of Full Performance of Consumer Proposal
Form58.xsd Notice of Taxation of Administrator's Accounts and Discharge of Administrator
Form59.xsd Notice of Hearing for Taxation of Administrator's Accounts and Discharge of Administrator

Existing Schemas Affected by Global Changes

There have been modifications made to some globals that affect a large number of existing schemas. These changes are making certain elements optional, so there is not a large impact to existing vendor software. Please read the list of Global Changes and which schema/elements are affected.

Other Changes to Existing Schemas

File Changes
Globals.xsd
  • Created two Simple Type definitions called <PlaceProvinceState> and <PlaceCountry> to allow the province and country elements to be optional with appropriate enumerations. Used by the Event global element.
  • Removed IndividualTitle and IndividualLocation and modified Form83 and EIS to use Individual.
  • And as mentioned above, 3 widely used globals were changed. Click Global Changes to review them if you have not already done so.

    '***'
  • Modified <ClaimantPerson> , <DeclarantPerson> and <Event/Place> to ensure GivenNames, MunicipalityType, City and PostalCodeZip were optional as stated in the previous release notes.

    • '***'
DividendSheet.xsd
    '***'
  • Added <DividendType> to identify if it as a Final, Amended, Interim or Supplementary dividend sheet.
  • Modified the existing <Dividend> element to now be optional as this will now contain the data for Unsecured Creditors. The name has not changed for backwards compatibility.
  • Added separate elements to contain details on the other creditor types;<Secured> for Secured Creditors and <Preferred> for Preferred Creditors.
  • Added the optional element <AccountNumber> to <Dividend> , <Secured> and <Preferred> to hold the specific account number for that creditor.
  • Added optional subtotals for all creditor types; <TotalUnsecured> , <TotalSecured> and <TotalPreferred>
  • Added an optional <GrandTotals> to contain the totals of the all the creditor amounts listed.

    • '***'
EIS.xsd
  • Modified the <TrusteeStatement/TaxRefundAssigned> element to be optional as this element is not required for Division II Proposals. Business rules will be used to enforce that these elements are still mandatory for Summary Administrations.
  • Modified <EIS/Corporation/PersonToBeExamined> to use <Individual> and a separate <Title> element instead of the global <IndividualTitle> .

  • To capture details of the Division II Proposal, the following additional elements were added to the EIS schema:
    1. <EIS/ProposalTerms/ProposalTermA> containing the elements: NumberOfPayments , PaymentAmount, TotalAmount.
    2. <EIS/ProposalTerms/ProposalTermB> containing the element: LumpSumAmount.
    3. <EIS/ProposalTerms/ProposalTermC> containing the elements: LumpSumAmount , NumberOfPayments, PaymentAmount, TotalAmount.
    4. <EIS/ProposalTerms/OtherProposalTermDescription> - Optional String.
    5. <EIS/ProposalTerms/PlannedProposalCompletionDate> - Mandatory Date.

    One of Proposal Term A, B, C or Other Proposal Term Description must be selected. If Term A or Term C is used, then each element within that term is mandatory.

  • To capture previous proceeding data for each debtor, the following two elements were added:
    1. <EIS/Estate/PreviousCurrentProceeding> Optional Boolean element to identify if there is a previous and/or current BIA proceeding.
    2. <EIS/Estate/PreviousCurrentEstateNo> Optional Boolean Repeating element to list the estate numbers of the previous and/or current BIA proceedings.

  • Added the optional boolean element <EIS/Estate/PriorReceivership> to indicate if the debtor previously had a prior receivership. Modified February 10, 2004
  • Added the optional money element <EIS/ProposalTerms/PrincipalMortgageAmount> to contain the outstanding mortgage amount, if applicable. Modified February 10, 2004
Form1.xsd
  • In order to correct the differences specific to the Location element in Form1, two new elements were created: The Simple Type <F1ProvinceState> to contain all provinces, US states and '//' and '--' to indicate foreign address or unknown address respectively and the complex type <F1Location> which contains the optional element <Municipality> and the mandatory elements <MunicipalityType> and <Province> which is linked to F1ProvinceState.
  • Modified <Location> to use <F1Location> instead of the global element <CityProvince> .
Form13.xsd
  • Modified <Status> and <StatusDate>to be optional elements.


    • '***'
  • Modified <Notes> to be a repeating element.

    • '***'
Form13S.xsd
Form13PD.xsd
    '***'
  • Modified <Notes> to be a repeating element.

    • '***'
Form14.xsd
'***'
Within <SecuredCreditor>, <PreferredCreditor> and <UnsecuredCreditor> the following changes have occurred:
  • <ProvedClaim> is now mandatory.
  • <DividendAmount> has been replaced with the following six (6) elements:
    1. the optional element <InterimGrossDividend> to show the sum of interim gross dividend amounts, excluding the current
    2. the optional element <InterimLevy> to show the sum of interim levy amounts, excluding the current
    3. the optional element <InterimNetDividend> to show the sum of interim net dividend amounts, excluding the current
    4. the mandatory element <CurrentGrossDividend> to show the current gross dividend amount
    5. the mandatory element <CurrentLevy> to show the current levy amount
    6. the mandatory element <CurrentNetDividend> to show the current net dividend amount
  • Modified <Notes> to be a repeating element.
  • A new enumeration value Ongoing was added to the element <Status>.

    • '***'
Form47.xsd
    '***'
  • Added the optional, repeating, string element <AdditionalInformation> to allow for extra information that may be required on the proposal such as additional terms.

    • '***'
Form52.xsd
  • Added the optional element<StatusChangeDescription> to allow for the entry of a description that does not fall into the category of Refused by Creditors, Refused by Court or Withdrawn. This may NOT be used in conjunction with one of the others.
Form53.xsd
  • Modified the element<Description> to be optional.
  • Added the optional element<AnnulmentGroundsDescription> to allow for the entry of a description that does not fall into one of the categories of grounds for annulment. This may NOT be used in conjunction with Description.
Form54.xsd
  • Modified the element<Description> to be optional.
  • Added the optional element<AnnulmentGroundsDescription> to allow for the entry of a description that does not fall into one of the categories of grounds for annulment. This may NOT be used in conjunction with Description.
  • Modified the element<AdministratorOrCreditor> to be a simple string instead of a choice of Individual or Company to be consistent with other schemas.
Form65.xsd
  • Modified <MonthlyIncome/NetOther> to use the type NegativeMoney to allow for negative values.
  • Modified <MonthlyIncome/NetSelfEmployment> to use the type NegativeMoney to allow for negative values.
  • Modified <PaymentsToEstate> and <PaymentsRequired> to be optional elements to allow this form to be used for Division II Proposals to submit Budget information. Business rules will be used to enforce that these elements are still mandatory for Summary Administrations.
  • Modified <PaymentsToEstate/RepurchaseAssetsDetails> to be optional so if there is no repurchase of assets, the details can be left blank.
Form79.xsd
  • Modified <OperatedBusiness/PeriodOfOperation> to be an optional element.
  • Added the optional element <OperatedBusiness/PeriodOfOperationText> to provide the choice of entering the period of operation in a free-form text format using this element or by entering dates using <OperatedBusiness/PeriodOfOperation>
Form82.xsd
  • Modified <AppendixA/DifferenceAmount> to use the type NegativeMoney to allow for negative values.
  • Corrected spelling error by changing <RefuseCouselling> to <RefuseCounselling>.
Form83.xsd
  • Modified <Form83/Corporate/Director/NameLocation> , <Form83/Corporate/Officer/NameLocation>, <Form83/ActivePerson/NameLocation> and <Form83/ResponsiblePerson/NameLocation> to use <Individual> and a separate <Location> element instead of the global <IndividualLocation> .
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