Wiki source code of Basic Overview of Everest Application

Version 40.1 by Dominique Tricerri on 2021/08/31 14:30

version	line-number	content
40.1	1	(% style="text-align: center;" %)
	2	(% style="color:#2980b9; font-size:28px" %)BASIC OVERVIEW OF EVEREST APPLICATION
2.1	3
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40.1	6	(% style="text-align: center;" %)
	7	(% style="color:#2980b9" %)BY
2.1	8
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40.1	11	(% style="text-align:center" %)
	12	[[image:Everest User Manuals.4\. Fund Setup.Adding a New Client.Paypoints.WebHome@EBSphere_RGB Small.jpg\|\|height="128" width="463"]]
2.1	13
	14
40.1	15	(% class="box infomessage" %)
	16	(((
	17	(% style="text-align: center;" %)
	18	(% style="color: rgb(41, 128, 185); font-size: 20px" %)Table of Contents(%%)
2.1	19
40.1	20	{{toc/}}
2.1	21
40.1	22
	23	)))
2.1	24
	25
40.1	26	(% style="text-align: center;" %)
	27	== (% style="color:#2980b9" %)Log in Procedure(%%) ==
2.1	28
	29
40.1	30	To logon to the Everest System, double click on the Everest.NET icon on your desktop.
2.1	31
40.1	32	(% style="text-align:center" %)
	33	[[image:Everest.NET - Overview_html_f517cc6e602bf36.png\|\|height="84" width="71"]]
2.1	34
	35
40.1	36	The user will need to select the Database they want to connect to by selecting from the dropdown. The user will then need to complete the Username and Password before clicking on the “Login” button.
2.1	37
	38
40.1	39	(% style="text-align:center" %)
	40	[[image:Everest.NET - Overview_html_1e4a55981b4bde6.png\|\|height="357" width="469"]]
2.1	41
	42
40.1	43	Once the password has been entered, the system will validate the Regional Settings of the User’s machine. Should the Date format be incorrect i.e., __NOT__ dd/mm/yyyy, a prompt will appear requesting whether this change must be made now or at a later stage.
2.1	44
	45
40.1	46	Click on “OK”.
2.1	47
	48
40.1	49	(% style="text-align: center;" %)
	50	== (% style="color:#2980b9" %)Basic Screen Design(%%) ==
2.1	51
	52
	53
40.1	54	(% style="text-align:center" %)
	55	[[image:Everest.NET - Overview_html_74c837ad8bf97e9f.png\|\|height="532" width="627"]]
2.1	56
	57
	58
40.1	59	(% style="text-align: center;" %)
	60	== (% style="color:#2980b9" %)Parent vs. Client vs. Members(%%) ==
2.1	61
	62
	63	Simplistically, the term “Parent” refers to the main legal entity of the Fund i.e. an Umbrella Fund Arrangement or the Free-Standing Arrangement.
	64
	65	The term “Client” refers to all participating employers belonging to the Parent.
	66
	67	All Parents with their respective Clients belong to various folders i.e., Provident Funds, Pension Funds, Terminated Funds (as shown below) etc.
	68
	69
40.1	70	(% style="text-align:center" %)
2.1	71	[[image:Everest.NET - Overview_html_9632a02633cd0127.png\|\|height="265" width="576"]]
	72
	73
	74
	75	“Members” are the employees of the “Client” who must be designated to a Paypoint and Category (dealt with under the “Client Menu” component of this document).
	76
	77	In summary, the hierarchy of the Fund is as follows:
	78
	79
40.1	80	(% style="text-align:center" %)
2.1	81	[[image:Everest.NET - Overview_html_d62cf62f29aad0ee.png\|\|height="643" width="347"]]
	82
	83
40.1	84	(% style="text-align: center;" %)
	85	== (% style="color:#2980b9" %)Client Menu(%%) ==
2.1	86
	87
40.1	88	(% style="text-align:center" %)
	89	[[image:Everest.NET - Overview_html_258ac681bc465669.png\|\|height="532" width="215"]]
2.1	90
	91
	92
40.1	93	Add a new Parent
2.1	94
40.1	95	Used to add a new Parent to the database.
	96
2.1	97
	98	Add a new Client
	99
	100	Used to add a Participating Employer to an existing Parent.
40.1	101
2.1	102
	103	Establishment List
	104
	105	Lists all the Establishments loaded on the database. This section is used to view and or edit details of the respective Establishment.
	106
	107
	108	Parent List
	109
	110	Lists all the Parents loaded on the database. This section is used to view and or edit details of the respective Parent.
	111
40.1	112
2.1	113	Client Group List
	114
	115	Grouping of two different funds (Hybrid Schemes) for one client, mostly for reporting purposes.
40.1	116
2.1	117
	118	Details
	119
	120	This section is used to view and or edit details of the respective Client.
	121
40.1	122
2.1	123	Client Structure
	124
	125	This section allows for categorisation of membership as per the Rules or Special Rules of the Fund. Normal Retirement Ages, Eligibility Criteria and Expenses are defined per Category of membership. Please note that the expenses referred to in this section relate to member expenses which are calculated and accrued from the monthly contribution run.
	126
40.1	127
2.1	128	Client Defaults
	129
	130	This section allows for the User to default all information at a Category Level thereby alleviating the administrator of data input at a member level. The Defaults are used for Funds where categories have standardised contribution, investment and risk options. The User may choose any combination of these default options. Once defaulted, all data changes must be affected at this level as no changes will be permitted at a member level.
	131
40.1	132
2.1	133	Client Benefits
	134
	135	This section allows for the setup of benefit structures as per the Rules of the Fund i.e., Withdrawal, Death, Retirement etc.
	136
40.1	137
2.1	138	Client Global Accounts
	139
	140	These Reserve Accounts are set up at a System level and are only utilised here should Reserve accounts be necessitated.
	141
	142
40.1	143	Paypoints
	144
2.1	145	Paypoint details are loaded via this screen.
40.1	146
2.1	147
	148	People Access
	149
	150	All users designated to this Client are loaded here.
40.1	151
2.1	152
	153	Investment Policies
	154
	155	The investment policies are the actual investment contracts between the Fund and the Investment Manager. The setup of the Investment Policies is performed at a System Settings Level.
	156
40.1	157
2.1	158	Investment Products
	159
	160	The Investment Products are the investments that are owned by members of the Fund and are specific to the Parent. The Investment Products are reflected on all member related correspondence.
	161
40.1	162
2.1	163	Risk Policies
	164
	165	The setup of the Risk Policy is performed at a Parent Level. Each Risk Type e.g., GLA, PHI etc. necessitates a separate Risk Policy. At month end, the system will calculate risk premiums according to the Policy setup. Risk Benefits are also calculated accordingly.
	166
40.1	167
2.1	168	Client Attachments
	169
	170	Client Attachments apply to Insured Arrangements only. The Client Attachments screen allows Users to link common risk policies to various clients.
	171
40.1	172
2.1	173	Communication Management
	174
	175	A virtual filing component of the system which allows for storage of documents at a Parent, Client or Member level. Various Document Types can trigger workflow processes dependent on the setup of the Document Types via the Administration Menu of the Everest System.
	176
40.1	177
2.1	178	Workflow
	179
	180	This section reflects all Workflow Items in progress for the selected User.
	181
40.1	182
2.1	183	Workflow Administration
	184
	185	This is a monitoring component which allows management to view the status of all workflow items that have been initiated.
	186
	187
40.1	188	(% style="text-align: center;" %)
	189	== (% style="color:#2980b9" %)Member Menu(%%) ==
2.1	190
	191
40.1	192	(% style="text-align:center" %)
2.1	193	[[image:Everest.NET - Overview_html_768e893bf462a3bb.png\|\|height="96" width="179"]]
	194
	195
	196	Search
	197
	198	Select this item to Search all members in the selected Client. Numerous methods of Searching for Members exist – these are elaborated later in this document.
	199
40.1	200
2.1	201	Add a new member
	202
	203	This process should rather be performed via a Member Data Import however the functionality of adding a member manually does exist.
	204
40.1	205
2.1	206	Tax Form Management
	207
	208	This section of the Everest System records all information required for tax applications and PAYE reconciliation purposes. Tax applications are validated and populated via a workflow process and are merely uploaded to SARS via this section. In addition, all cancelled directives are recorded and uploaded to SARS.
	209
	210
40.1	211	(% style="text-align: center;" %)
	212	== (% style="color:#2980b9" %)Batches Menu(%%) ==
2.1	213
	214
40.1	215	(% style="text-align:center" %)
	216	[[image:Everest.NET - Overview_html_1ee9981fa6b9512d.png\|\|height="170" width="187"]]
2.1	217
	218
	219	Batch Management
	220
	221	Any process which requires calculation or extraction of data is termed a Batch. All processes whether they be importing/exporting of data, report extraction or workflow processes are performed via this section.
40.1	222
2.1	223
	224	Reverse Batch Jobs
	225
	226	At Management level, certain Batch jobs can be reversed via this component.
	227
	228
40.1	229	(% style="color:#2980b9" %)Accounts
	230
	231	(% style="text-align:center" %)
2.1	232	[[image:Everest.NET - Overview_html_7fe4dec1b1eead99.png\|\|height="193" width="423"]]
	233
40.1	234
2.1	235	Contribution Run
	236
	237	This section, which can be run at a Parent or Client level, allows for the calculation of the month end accruals. A report is produced, and all data is held in a Temporary table until such time as the process is confirmed below. Paypoint or Employer Group contribution runs can be accommodated at a Client level.
	238
40.1	239
2.1	240	Member Contribution Run
	241
	242	This item allows for the calculation of month end accruals for an individual member and is usually used on an ad hoc basis. A report is produced, and all data is held in a Temporary table until the process is confirmed below.
	243
40.1	244
2.1	245	Establishment Contribution Run
	246
	247	This item allows for the calculation of month end accruals for an Establishment. A report is produced, and all data is held in a Temporary table until the process is confirmed below.
	248
40.1	249
2.1	250	Loan Update
	251
	252	For direct housing loans, this item calculates the month end repayments expected. A report is produced, and all data is held in a Temporary table until such time as the process is confirmed below.
	253
40.1	254
2.1	255	Member Payments Update
	256
	257	This batch performs the payment calculations for pensioners and generates a preliminary report for a month. A report is produced, and all data is held in a Temporary table until the process is confirmed below.
	258
	259
40.1	260	(% style="color:#2980b9" %)Confirm Accounts
	261
	262	(% style="text-align:center" %)
2.1	263	[[image:Everest.NET - Overview_html_996c6f871b99170f.png\|\|height="222" width="380"]]
	264
	265
40.1	266
2.1	267	Client Contributions
	268
	269	This item effectively transfers the data from a Temporary Table of the Parent or Client (discussed above) to the Live Tables. At this point, all information will appear in member records and will be posted to the relevant accounting ledgers.
	270
40.1	271
2.1	272	Paypoint Contributions
	273
	274	This item effectively transfers the data from a Temporary Table of the Paypoint (discussed above) to the Live Tables. At this point, all information will appear in member records and will be posted to the relevant accounting ledgers.
	275
40.1	276
2.1	277	Employer Contributions
	278
	279	This item effectively transfers the data from a Temporary Table of the Employer Group (discussed above) to the Live Tables. At this point, all information will appear in member records and will be posted to the relevant accounting ledgers.
	280
40.1	281
2.1	282	Loan Payments
	283
	284	This item effectively transfers the data from a Temporary Table (discussed above) to the Live Tables. At this point, all information will appear in member records and will be posted to the relevant accounting ledgers.
40.1	285
2.1	286
	287	Member Payments
	288
	289	This item effectively transfers the data from a Temporary Table (discussed above) to the Live Tables. At this point, all information will appear in member records and will be posted to the relevant accounting ledgers.
40.1	290
2.1	291
	292	Query Contribution Run
	293
	294	Generates a Management Report reflecting the status of all contribution runs.
40.1	295
2.1	296
	297
40.1	298	(% style="text-align: center;" %)
	299	== (% style="color:#2980b9" %)Accounts Menu(%%) ==
2.1	300
	301
40.1	302	(% style="text-align:center" %)
2.1	303	[[image:Everest.NET - Overview_html_390661347a978792.png\|\|height="463" width="605"]]
	304
	305
	306
40.1	307	(% style="text-align: center;" %)
	308	== (% style="color:#2980b9" %)People Menu(%%) ==
2.1	309
	310
40.1	311	(% style="text-align:center" %)
	312	[[image:Everest.NET - Overview_html_56bdb1a2aeadd3cf.png\|\|height="100" width="139"]]
2.1	313
	314
	315	Search
	316
	317	This item records all People in the database. Users and Contacts are also loaded on this screen. Each individual record has a unique system generated System Number to avoid duplication of records. The search functionality is dealt with under the “Search Function” component of this document.
	318
40.1	319
2.1	320	Client Contacts
	321
	322	All Client specific Contacts should be linked and maintained here.
40.1	323
2.1	324
	325	Client Access
	326
	327	This section provides a list of all Users and the Clients that they have access to. Additional Access permissions can be granted at this level to either a specific client or a group of clients.
	328
	329
40.1	330	(% style="text-align: center;" %)
	331	== (% style="color:#2980b9" %)Other Menu(%%) ==
2.1	332
	333
40.1	334	(% style="text-align:center" %)
2.1	335	[[image:Everest.NET - Overview_html_5821e9f1d972c5eb.png\|\|height="196" width="158"]]
	336
	337	Factor Types
	338
	339	These apply to Defined Benefit arrangements only and is used in the calculation of Actuarial Reserve Benefits.
	340
40.1	341
2.1	342	Factors
	343
	344	These apply to Defined Benefit arrangements only and is used in the calculation of Actuarial Reserve Benefits.
	345
40.1	346
2.1	347	Decrement Types
	348
	349	These apply to Defined Benefit arrangements only and is used in the calculation of Actuarial Reserve Benefits.
	350
40.1	351
2.1	352	Decrements
	353
	354	These apply to Defined Benefit arrangements only and is used in the calculation of Actuarial Reserve Benefits.
	355
40.1	356
2.1	357	Vesting Tables
	358
	359	This component allows for the insertion of Vesting Scales.
	360
40.1	361
2.1	362	Commission Scales
	363
	364	This item is specific to Insured arrangements only and allows for the calculation of Broker commission.
	365
40.1	366
2.1	367	LOA Scales
	368
	369	Allows for the insertion of LOA scales.
	370
	371
40.1	372	(% style="text-align: center;" %)
	373	== (% style="color:#2980b9" %)Shortcuts Menu(%%) ==
2.1	374
40.1	375
	376	(% style="text-align:center" %)
2.1	377	[[image:Everest.NET - Overview_html_e82a26de123bb9a4.png\|\|height="165" width="571"]]
	378
40.1	379
2.1	380	This item allows the User to ‘save’ all Batches required on a frequent basis. Essentially, once ‘saved’, it is a shortcut to the Batch Management screen for the Batches selected in this setup.
	381
	382
40.1	383	(% style="text-align: center;" %)
	384	== (% style="color:#2980b9" %)Administration Menu(%%) ==
2.1	385
	386
40.1	387	Documented below are the most commonly used menus only.
2.1	388
	389
40.1	390	=== (% style="color:#2980b9" %)Note Settings(%%) ===
2.1	391
	392
40.1	393	(% style="text-align:center" %)
2.1	394	[[image:Everest.NET - Overview_html_7aa896c78f7b93a8.png\|\|height="218" width="352"]]
	395
	396
	397
	398	System Parameters
	399
	400	The System Parameters allow for Administration House customisation used in data validation e.g., Salary Max Increase Percentage etc.
	401
40.1	402
2.1	403	Client Note Variables
	404
	405	The Note Type is loaded under “Descriptions”. These will pull through in the Client Menu under Details when loading a specific note. System Reports reflecting these automated notes can be generated.
	406
40.1	407
2.1	408	Member Notes Variables
	409
	410	The Note Types reflected here are recorded in the Notes hyperlink of a member record and can trigger exceptions to the relevant workflows validated. System Reports reflecting these automated notes can be generated.
	411
	412
40.1	413	=== (% style="color:#2980b9" %)Financial Settings(%%) ===
2.1	414
40.1	415	(% style="text-align:center" %)
	416	[[image:Everest.NET - Overview_html_83a27e71f9fea658.png\|\|height="308" width="375"]]
2.1	417
	418
	419	System Bank Accounts
	420
	421	All Bank Accounts (Creditor Payees) utilised throughout the system are loaded here. The Accounts can be categorised into Adhoc Accounts, Risk Accounts, Administration Costs etc.
	422
40.1	423
2.1	424	Banks
	425
	426	All banks and branch codes are preloaded. When loading new details ensure that the branch does not already exist.
	427
40.1	428
2.1	429	Bank System Settings
	430
	431	All banks and branch codes are preloaded. When loading new details ensure that the branch does not already exist.
	432
40.1	433
2.1	434	Payment Authorisation Groups
	435
	436	The system allows for the authorization of payments. The Group Names are set up in this field.
	437
40.1	438
2.1	439	Insurers
	440
	441	Insurers are pre-loaded. Always keep information up to date.
	442
40.1	443
2.1	444	Reassurers
	445
	446	Risk Reassurers can be listed in Everest. Always keep information up to date.
	447
	448
40.1	449	Investment Houses and Products
	450
2.1	451	The investment houses and their corresponding products must be loaded here.
	452
40.1	453
2.1	454	Investment Flows
	455
	456	In most cases the information required here will not change as the flow of assets can only be reflected as “disinvestment” and “investment”.
	457
40.1	458
2.1	459	Investment Classes
	460
	461	The Investment Classes are preloaded and can be used for reporting purposes.
	462
	463
	464	Journal Entries
	465
	466	In most cases, accounting transactions are automated by the system and these transactions have corresponding ledger items with descriptions written up in the general ledger. In certain instances, the transactions are not automated by a specific process which necessitates the writing up of a journal entry. In this instance, the journal entries are mapped here.
	467
40.1	468
2.1	469	Global Accounts
	470
	471	The global accounts are reserve accounts set up at a System level and will filter through to the respective Parents.
	472
	473
40.1	474	=== (% style="color:#2980b9" %)Static Settings(%%) ===
2.1	475
40.1	476	(% style="text-align:center" %)
2.1	477	[[image:Everest.NET - Overview_html_60aa2d57550ec664.png\|\|height="505" width="309"]]
	478
40.1	479
2.1	480	Expense Types
	481
	482	All Expense Types are entered here. These Expense Types will be used in the calculation of month end expenses.
	483
40.1	484
2.1	485	Dependent Types
	486
	487	All Dependent Types are entered here. These Dependent Types will be used in the calculation of month end expenses.
	488
	489
	490	Document Management Categories
	491
	492	The document management categories are effectively the “files” into which correspondence will be placed. Each Administration House should customise their Document Management Categories.
	493
40.1	494
2.1	495	Batch Details
	496
	497	This item reflects a list of all executable Batches and associated permissions.
40.1	498
2.1	499
	500	Contact Types
	501
	502	A list of all Contact Types should be loaded. These Contact Types will be used for system generated correspondence as well as in the Client Contact Database.
	503
40.1	504
2.1	505	Salary Frequencies
	506
	507	All salary frequencies e.g., monthly, weekly etc. have been preloaded and therefore this item is merely reflected for information purposes.
	508
40.1	509
2.1	510	Fund Types
	511
	512	All fund types e.g., Pension Funds, Provident Funds, Investment Funds etc. will be input here and will be displayed under the “Select a Client” block in the upper left-hand corner of the screen.
	513
40.1	514
2.1	515	Exit Types
	516
	517	The exit types are descriptions of the various forms of benefit types e.g., Withdrawal, Death-in-service etc.
	518
40.1	519
2.1	520	Single Premium Types
	521
	522	The Single Premium Types are Money Types used for importing of member values. All Single Premium Types must be classified as follows:
40.1	523
2.1	524
	525	Employer/Employee/Special
	526
	527	Taxable/Non-Taxable
	528
	529	Repeatable/Non-Repeatable
40.1	530
2.1	531
	532	Each Administration House should set up and maintain their Single Premium Types.
	533
40.1	534
2.1	535	Payment Types
	536
	537	The Payment Types loaded here apply to all Pension and Trust Payments.
40.1	538
2.1	539
	540	Loan Fee Details
	541
	542	All Details regarding the Direct Housing Loan Fees are recorded here.
40.1	543
2.1	544
	545	VAT Rates
	546
	547	Legislated VAT Rates are recorded here.
40.1	548
2.1	549
	550	PAYE Tables
	551
	552	Legislated PAYE Tables are recorded here and are used for Pension Payments made via the system.
	553
40.1	554
2.1	555	Task Types
	556
	557	The various task types are recorded, together with the frequency of the task.
40.1	558
2.1	559
	560	Client Categories
	561
	562	The Client Categories function allows for the display of Clients under the “Select a Client” display as per the Category setup. It allows for easy access of information e.g., clients who belong to an approved or unapproved scheme etc. The various Client Categories should be specified here.
	563
40.1	564
2.1	565	Client Groups
	566
	567	The Client Groups function can be utilised where a Client has different Fund types e.g. Pension Fund, Provident Fund and a Risk Fund. The grouping allows for all the Fund types to be combined for purposes of reporting etc. The various Client Groups should be specified here.
	568
40.1	569
2.1	570	Client Business Groups
	571
	572	The Client Business Groups function allows for the grouping of Clients for viewing and reporting purposes. The new groupings are easily viewed under the “Select a Client” display. The various Client Business Groups should be specified here.
	573
40.1	574
2.1	575	Industries
	576
	577	This field allows for data to be reported on at an Industry Level. Should this be required, complete the Industry listing here.
	578
40.1	579
2.1	580	Regions
	581
	582	This field allows for data to be regionalised for reporting purposes. Should this be required, complete the Region listing here.
	583
40.1	584
2.1	585	Job Descriptions
	586
	587	This field allows for job descriptions to be reported on. Should this be required, complete the job description listing here.
	588
40.1	589
2.1	590	Client Access Groups
	591
	592	The Client Access Group function essentially allows for the granting of access of Client Groups to users. Once Clients have been allocated to the various Client Access Groups, users will be given access to one or more of the Groups, which have been set up. The various Client Access Groups should be specified here.
	593
	594
40.1	595	=== (% style="color:#2980b9" %)Workflow Groups(%%) ===
	596
	597	(% style="text-align:center" %)
2.1	598	[[image:Everest.NET - Overview_html_25397025a72b1de5.png\|\|height="187" width="139"]]
	599
40.1	600
2.1	601	A Workflow models the Administration House’s business processes (with validations) and records them in a step-by-step process on the system. All workflow processes are listed here, and this section details each step of the process selected.
	602
	603
40.1	604	=== (% style="color:#2980b9" %)Workflow People(%%) ===
	605
	606	(% style="text-align:center" %)
2.1	607	[[image:Everest.NET - Overview_html_273fd31c1c2dff4a.png\|\|height="178" width="136"]]
	608
40.1	609
2.1	610	The workflow people are effectively the personnel involved in any one of the steps of the process, whether it be an administrator, a cheque signatory etc.
	611
	612
40.1	613	=== (% style="color:#2980b9" %)User Levels(%%) ===
	614
	615	(% style="text-align:center" %)
2.1	616	[[image:Everest.NET - Overview_html_2c67a45eafc4f5ee.png\|\|height="172" width="130"]]
	617
	618	The User levels effectively defines who has access to viewing and or editing of the various components on the Everest System.
	619
	620
40.1	621	(% style="text-align: center;" %)
	622	== (% style="color:#2980b9" %)Shortcut Icons(%%) ==
2.1	623
40.1	624	Shortcuts to the relevant Menu Paths.
2.1	625
40.1	626	(% style="text-align:center" %)
	627	[[image:Everest.NET - Overview_html_b13e9a8f50fc1238.png\|\|height="264" width="397"]]
2.1	628
40.1	629	(% style="text-align:center" %)
	630	[[image:Everest.NET - Overview_html_9a08478fbbddb66d.png\|\|height="270" width="409"]]
2.1	631
40.1	632	(% style="text-align:center" %)
	633	[[image:Everest.NET - Overview_html_a80fb56e2717e0b2.png\|\|height="93" width="418"]]
2.1	634
	635
40.1	636	(% style="text-align: center;" %)
	637	== (% style="color:#2980b9" %)Search Function(%%) ==
2.1	638
	639
40.1	640	Once membership has been imported, numerous methods of Searching for Members exist. We have documented the various scenarios:
2.1	641
40.1	642	=== ===
2.1	643
40.1	644	=== (% style="color:#2980b9" %)Searching for “People” across the Entire Database(%%) ===
2.1	645
	646
	647	All Users, Members, Contacts etc. have one unique identifiable “People” record on the database. This is effectively where all static information relating to that person is held. One “People” record per individual should exist and any static data changes made at this level will automatically filter through to the member record (should the individual be a member of a Fund as well). In many instances, the individual will have a “People” record only and not necessarily a Member record as well. An example of this would be a Risk Contact who necessitates a “People” record for record keeping and contact purposes but will not necessitate a Member record as the individual is not a member of a Fund on the system.
	648
	649	To search for an individual over the entire people database, proceed as follows:
	650
	651	In the Search Notepad, on the bottom left hand corner of the screen, type either the Surname, Name, EE No/Company No, System No or ID Number. Click on the People Menu and then click Search.
	652
	653
40.1	654	(% style="text-align:center" %)
2.1	655	[[image:Everest.NET - Overview_html_5a8af4d79db43e5f.png\|\|height="309" width="490"]]
	656
40.1	657
2.1	658	Once the individual has been located, the following screen will appear.
	659
40.1	660	(% style="text-align:center" %)
2.1	661	[[image:Everest.NET - Overview_html_4a33bbbb0ec8e525.png\|\|height="97" width="636"]]
	662
40.1	663
2.1	664	By clicking on the __view__ hyperlink, all static information loaded for the individual will be displayed. For members, the information listed here would have been imported via the Member Import (detailed in the first section of this document).
	665
	666	For all individuals, other than Members, ensure that the Designation (at the bottom of the screen) has been flagged accordingly. This component allows for the filtering of “People” records available within other screens.
	667
40.1	668	(% style="text-align:center" %)
2.1	669	[[image:Everest.NET - Overview_html_fe052391e5f663da.png\|\|height="376" width="636"]]
	670
	671
	672	By clicking on the Fund Information Tab, a record of the Fund/s to whom this individual belongs will be displayed. This example reflects that the individual has only a “People” record and not a Member record. The above example is not a member of any of the Funds under administration on the System. This individual is merely a Contact, whether she is a Principal Officer to the Fund or Client Contact etc.
	673
40.1	674	(% style="text-align:center" %)
2.1	675	[[image:Everest.NET - Overview_html_a148d24ce82192f7.png\|\|height="58" width="571"]]
	676
40.1	677
2.1	678	Should a Fund Membership record exist, the User is able to locate the member within the selected Client as identified later in the document.
	679
	680
40.1	681	=== (% style="color:#2980b9" %)Searching for a Client(%%) ===
	682
	683
2.1	684	To Search for a client on the Database, proceed as follows:
	685
40.1	686	(% style="text-align:center" %)
	687	[[image:Everest.NET - Overview_html_a7bf5244f230b5e6.png\|\|height="202" width="636"]]
2.1	688
	689
40.1	690	(% style="text-align:center" %)
	691	[[image:Everest.NET - Overview_html_6c51e644c4f624a.png\|\|height="275" width="636"]]
	692
	693
	694	=== (% style="color:#2980b9" %)Searching for Members(%%) ===
	695
	696
	697	==== A. Searching for Members within a Specific Client ====
	698
	699
2.1	700	Once the Client has been located (as above) the user is able to search for members within the selected Client. To Search for members within the specific Client, proceed as follows:
	701
40.1	702	(% style="text-align:center" %)
2.1	703	[[image:Everest.NET - Overview_html_19f8c03b621b2ccc.png\|\|height="211" width="582"]]
	704
	705	Once the individual has been located, the following screen will appear.
	706
	707
40.1	708	(% style="text-align:center" %)
2.1	709	[[image:Everest.NET - Overview_html_3bfbafb577baed77.png\|\|height="102" width="636"]]
	710
	711
	712
40.1	713	==== B. Searching for a list of all Members within the Specific Client ====
	714
	715
2.1	716	Should the User wish to locate all members within the specific Client, proceed as follows:
	717
40.1	718	(% style="text-align:center" %)
2.1	719	[[image:Everest.NET - Overview_html_cf1060b464bbc73d.png\|\|height="203" width="566"]]
	720
40.1	721	(% style="text-align:center" %)
2.1	722	[[image:Everest.NET - Overview_html_40a9ad0b46370ede.png\|\|height="360" width="578"]]
	723
	724
40.1	725	==== C. Searching for an Individual Member within the Member Listing from (B) above ====
2.1	726
40.1	727
2.1	728	Should the User wish to locate an individual member within the list of members (as documented above), proceed as follows:
	729
40.1	730	(% style="text-align:center" %)
2.1	731	[[image:Everest.NET - Overview_html_f163edc01ef2138c.png\|\|height="231" width="618"]]
	732
	733
40.1	734	(% style="text-align:center" %)
2.1	735	[[image:Everest.NET - Overview_html_bcc2a42eae0d5c2f.png\|\|height="111" width="636"]]
	736
	737
	738
40.1	739	(% style="text-align: center;" %)
	740	== (% style="color:#2980b9" %)Everest Abbreviations/Glossary(%%) ==
2.1	741
	742
40.1	743	Accum : Accumulated interest rate
2.1	744
40.1	745	basis : Actuarial Basis
2.1	746
40.1	747	ben : Member Beneficiaries
2.1	748
40.1	749	Client : The term “Client” refers to all participating employers belonging to the “Parent”.
2.1	750
40.1	751	Cflo : Cash Flow
2.1	752
40.1	753	cons : Member contribution details
2.1	754
40.1	755	DJC : Date Joined Company
2.1	756
40.1	757	DJF : Date Joined Fund
2.1	758
40.1	759	DOX : Date of Exit
2.1	760
40.1	761	DPS : Date of pensionable service
2.1	762
40.1	763	EE : Employee
2.1	764
40.1	765	ER : Employer
2.1	766
40.1	767	elig : Eligibility
2.1	768
40.1	769	exit : Member Exit Details
2.1	770
40.1	771	exp : Client Expenses
2.1	772
40.1	773	FCL : Free Cover Limit
2.1	774
40.1	775	invest : Investment Mandate Details
2.1	776
40.1	777	loans : Member Loans
2.1	778
40.1	779	med : Member Medical Details
2.1	780
40.1	781	notes : Member Notes
2.1	782
40.1	783	Parent : Simplistically, the term “Parent” refers to the main legal entity of the Fund i.e. an Umbrella Fund Arrangement or Free-Standing Arrangement.
2.1	784
40.1	785	pmt : Member Payments
2.1	786
40.1	787	Policy : Actual investment policy
2.1	788
40.1	789	Product : The Investment Products are the investments that are owned by members of the Fund and are specific to the Parent.
2.1	790
40.1	791	RFT : Retirement Fund Tax
2.1	792
40.1	793	risk : Member Risk Details
2.1	794
40.1	795	sals : Member Salary Details
2.1	796
40.1	797	single : Member Single Premium Details
2.1	798
40.1	799	trans : Member Transactions
2.1	800
40.1	801	wf : Workflows
2.1	802
	803
40.1	804	(% style="text-align: center;" %)
	805	== (% style="color:#2980b9" %)Disclaimer and Copyright(%%) ==
2.1	806
	807
40.1	808	(% style="color:#2980b9" %)DISCLAIMER
2.1	809
40.1	810	Please note, whilst care is taken to illustrate numerous scenarios, it is impossible to detail all instances and therefore this document should merely serve as a guide for the purposes of demonstrating system functionality and conducting employee training.
2.1	811
40.1	812	In accordance with the above paragraph, this training manual is published and distributed on the basis that EBSphere (Pty) Ltd is not responsible/accountable for any actions taken by users of information contained in this training manual nor for any error in or omission from this manual.
2.1	813
40.1	814	EBSphere (Pty) Ltd does not accept any responsibility whatsoever for a misrepresentation performed by any person in respect of claims, losses or damage or any other matter, either direct or consequential arising out of or in relation to the use and reliance, whether wholly or partially, upon any information contained or products referred to in this manual.
2.1	815
40.1	816	Further, the contents of this training manual are subject to change without any notice and further highlight the need for this training manual to serve only as a guide.
2.1	817
	818
40.1	819	(% style="color:#2980b9" %)COPYRIGHT
2.1	820
40.1	821	This documentation and the software described in it is the exclusive property of EBSphere (Pty) Ltd. This manual or the software may not be copied in whole or part, without the express written consent of EBSphere (Pty) Ltd. Under the law, copying includes translating into another language or format.
2.1	822
	823
40.1	824	EBSphere (Pty) Limited
2.1	825
40.1	826	P.O. Box 785803
2.1	827
40.1	828	Sandton
2.1	829
40.1	830	2146
2.1	831
	832
40.1	833	(% style="text-align:center" %)
	834	[[image:Everest User Manuals.4\. Fund Setup.Adding a New Client.Paypoints.WebHome@EBSphere_RGB Small.jpg]]
2.1	835
	836

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