Pension filing (UPA)

PensionFiling gives Humaniq its sector-pension filing surface — the Uniforme Pensioenaangifte (UPA) — one filing per period × fund, for the APG-administered funds: ABP, SPW, bpfBOUW, Schoonmaak, PFAB, and PWRI.

UPA XML generation, APG wire delivery, and scheduled auto-dispatch are explicitly out of scope; Humaniq manages the filing record and its review/confirm/send lifecycle, gated on the payroll it derives from.

The filing lifecycle

concept → gecontroleerd → bevestigd → verzonden

Transition	From → to	Notes
controleren	concept → gecontroleerd	Gated by PayrollRunApprovedGuard — see below
bevestigen	gecontroleerd → bevestigd
verzenden	bevestigd → verzonden	Stamps submittedDate and verzondenDoor
heropenen	gecontroleerd or bevestigd → concept
corrigeren	verzonden → concept

Gated on payroll-run approval

The controleren transition is server-side gated by PayrollRunApprovedGuard, which loads the PayrollRun referenced by the filing's payrollRunId and allows the transition only when that run's status is approved, posted, or paid. The guard fails closed: an empty payrollRunId, a dangling reference, or a run still in any other status all deny the transition — never allow-on-error. A filing on a still-draft run simply cannot progress past concept.

Machine-checked rules

Three rules under the nl-pensioenaangifte framework (domain: reporting, jurisdiction: NL, sourced to SIVI's UPA standard) are enforced by NlPensionFilingChecks:

1. nl-upa-payrollrun-approved — a filing violates when its payrollRunId doesn't resolve, or resolves to a run whose status isn't approved/posted/paid (mirrors the guard, fail-closed).
2. nl-upa-monthly-completeness — an NL payroll run in approved-or-later status violates when its period has no PensionFiling at all (an MVP fund-blind check — the full per-configured-fund obligation is recorded in the rule statement).
3. nl-upa-deadline-alert — a filing not yet verzonden violates when its deadline is in the past, or within 14 days of the audit run date.

occ humaniq:rules:audit --jurisdiction=NL

Filing pages

PensionFilings ("Pensioenaangiftes") lists period, fund, status, deadline, and responseStatus, filterable by fund and status, sorted by deadline ascending — alongside LoonaangifteFilings in the Loonadministratie menu. PensionFilingDetail shows Status and Deadline, resolves the related PayrollRun, and exposes the lifecycle actions Controleren / Bevestigen / Verzenden / Heropenen / Corrigeren.