Changes for page Member Client Transfer

Last modified by Megan Kahl on 2021/12/01 06:15
<
From version < 113.1 >
edited by Megan Kahl
on 2021/10/14 06:42
To version < 115.1 >
edited by Megan Kahl
on 2021/10/14 06:49
>
Change comment: Uploaded new attachment "1634194145600-395.png", version {1}

Summary

Details

Page properties
Content
... ... @@ -23,6 +23,8 @@
23 23  
24 24  {{/info}}
25 25  
26 +
27 +
26 26  (% style="text-align: center;" %)
27 27  == (% style="color:#2980b9" %)**Introduction and important points to remember**(%%) ==
28 28  
... ... @@ -49,7 +49,7 @@
49 49  
50 50  
51 51  (% style="text-align: center;" %)
52 -== (% style="color:#2980b9" %)**//Steps to complete the transfer//**(%%) ==
54 +== (% style="color:#2980b9" %)**Steps to complete the transfer**(%%) ==
53 53  
54 54  
55 55  
... ... @@ -62,7 +62,7 @@
62 62  Select the (% style="color:#2980b9" %)“**Member Client Transfer Workflow**”(%%) from Batch Management. Click on the(% style="color:#2980b9" %) __edit__(%%) hyperlink.
63 63  
64 64  
65 -[[image:Member Client Transfer Workflow Process_html_e21f9347b677c69b.png||height="112" width="627"]]
67 +[[image:Member Client Transfer Workflow Process_html_e21f9347b677c69b.png||height="112" width="627"]]
66 66  
67 67  
68 68  
... ... @@ -81,7 +81,7 @@
81 81  [[image:Member Client Transfer Workflow Process_html_8ce76b47c99f4fd4.png||height="189" width="627"]]
82 82  
83 83  
84 -Where the transfer is moving to an existing member select (% style="color:#2980b9" %)“**Existing Member**”.(%%) Where the transfer must create a new member record choose (% style="color:#2980b9" %)“**New Member**”.(%%) Click on the(% style="color:#2980b9" %) “**Done**”(%%) button once a selection has been made.
86 +Where the transfer is moving to an existing member select (% style="color:#2980b9" %)“**Existing Member**”.(%%) Where the transfer must create a new member record choose (% style="color:#2980b9" %)“**New Member**”.(%%) Click on the(% style="color:#2980b9" %) “**Done**”(%%) button once a selection has been made.
85 85  
86 86  (% style="color:#2980b9" %)**NB!**(%%) Always first check if there is a record open for the same member on the client you are transferring to, in which case select “Existing Member”.
87 87  
... ... @@ -89,7 +89,7 @@
89 89  
90 90  
91 91  (% style="text-align: center;" %)
92 -== (% style="color:#2980b9" %)**//New Member//**(%%) ==
94 +== (% style="color:#2980b9" %)**New Member**(%%) ==
93 93  
94 94  
95 95  Click on the (% style="color:#2980b9" %)“**Variables**”(%%) button.
... ... @@ -101,7 +101,7 @@
101 101  Specify the new client this member must be transferred to. Leave the (% style="color:#2980b9" %)“**Member**” (%%)field blank. The effective date will be the date of transfer. Select the (% style="color:#2980b9" %)“**Save**” (%%)and “**Close**” option to go back to the workflow.
102 102  
103 103  
104 -[[image:Member Client Transfer Workflow Process_html_60f7a3e84f2fa5dc.png||height="231" width="627"]]
106 +[[image:Member Client Transfer Workflow Process_html_60f7a3e84f2fa5dc.png||height="231" width="627"]]
105 105  
106 106  
107 107  Select the (% style="color:#2980b9" %)“**Done**” (%%)button in the workflow to continue to the next step.
... ... @@ -109,9 +109,9 @@
109 109  A report will populate with the proposed transfer details. Check that the report is correct.
110 110  
111 111  
112 -[[image:Member Client Transfer Workflow Process_html_1f4383e741e1aba2.png||height="294" width="627"]]
114 +[[image:Member Client Transfer Workflow Process_html_1f4383e741e1aba2.png||height="294" width="627"]]
113 113  
114 -Click on the(% style="color:#2980b9" %) “**Yes**”(%%) button if the details in the transfer were correct.
116 +Click on the(% style="color:#2980b9" %) “**Yes**”(%%) button if the details in the transfer were correct.
115 115  
116 116  Click on the (% style="color:#2980b9" %)“**No**”(%%) button if the details in the transfer were incorrect and the workflow will then loop back to the Existing Member/ New Member selection step.
117 117  
... ... @@ -121,7 +121,7 @@
121 121  
122 122  
123 123  (% style="text-align: center;" %)
124 -== (% style="color:#2980b9" %)**//Completing the Workflow//**(%%) ==
126 +== (% style="color:#2980b9" %)**Completing the Workflow**(%%) ==
125 125  
126 126  
127 127  
... ... @@ -136,15 +136,15 @@
136 136  A report will generate confirming whether the transfer was successful. If an error occurred, the process will need to be started again.
137 137  
138 138  
139 -[[image:Member Client Transfer Workflow Process_html_9c8f920e9ca71db2.png||height="177" width="627"]]
141 +[[image:Member Client Transfer Workflow Process_html_9c8f920e9ca71db2.png||height="177" width="627"]]
140 140  
141 141  [[image:Member Client Transfer Workflow Process_html_fad6e4eb828c61db.png||height="196" width="627"]]
142 142  
143 143  
144 -Once satisfied that the member has been transferred successfully, the user will click on the(% style="color:#2980b9" %) “**Complete**”(%%) button to continue. Select the(% style="color:#2980b9" %) “**Incomplete**” (%%)button to start the process again.
146 +Once satisfied that the member has been transferred successfully, the user will click on the(% style="color:#2980b9" %) “**Complete**”(%%) button to continue. Select the(% style="color:#2980b9" %) “**Incomplete**” (%%)button to start the process again.
145 145  \\
146 146  
147 -The Member has been added to the new client. Please enter the Member's Category and Paypoint in the new client on the new record. Before selecting the (% style="color:#2980b9" %)“**Done**” (%%)button, ensure that the member switch to the new product has been finalised. This is to be done on a Client Level > Accounts > Investment Switches. Only once the switch has been actioned on Everest, can the workflow be finalised by selecting(% style="color:#2980b9" %)** “Done”**(%%).
149 +The Member has been added to the new client. Please enter the Member's Category and Paypoint in the new client on the new record. Before selecting the (% style="color:#2980b9" %)“**Done**” (%%)button, ensure that the member switch to the new product has been finalised. This is to be done on a Client Level > Accounts > Investment Switches. Only once the switch has been actioned on Everest, can the workflow be finalised by selecting(% style="color:#2980b9" %)** “Done”**(%%).
148 148  
149 149  
150 150  [[image:Member Client Transfer Workflow Process_html_34af6644ac503f76.png||height="190" width="627"]]
... ... @@ -220,7 +220,7 @@
220 220  Another report is generated, confirming the switch has occurred, based on the mandate.
221 221  
222 222  
223 -[[image:Member Client Transfer Workflow Process_html_3bb9bf868d5b3d4b.png||height="117" width="627"]]
225 +[[image:Member Client Transfer Workflow Process_html_3bb9bf868d5b3d4b.png||height="117" width="627"]]
224 224  
225 225  
226 226  On the Investment switches screen, create one(1) row, leaving the member blank, populate the (% style="color:#2980b9" %)**_bank** (%%)product and add in 100% in the percentage field. This would create the positive amounts being switched out of the old portfolio into (% style="color:#2980b9" %)**_bank**.
... ... @@ -249,7 +249,7 @@
249 249  The following report is generated.
250 250  
251 251  
252 -[[image:Member Client Transfer Workflow Process_html_9ccd4dc24e835a16.png||height="118" width="627"]]
254 +[[image:Member Client Transfer Workflow Process_html_9ccd4dc24e835a16.png||height="118" width="627"]]
253 253  
254 254  
255 255  The Investment Switches screen is updated on Everest.
... ... @@ -259,7 +259,7 @@
259 259  [[image:Member Client Transfer Workflow Process_html_53fbebd74a9a2292.png||height="182" width="627"]]
260 260  
261 261  
262 -Click on the(% style="color:#2980b9" %)** “Switch”**(%%) button to proceed with the next step of the switch.
264 +Click on the(% style="color:#2980b9" %)** “Switch”**(%%) button to proceed with the next step of the switch.
263 263  
264 264  
265 265  
... ... @@ -319,7 +319,7 @@
319 319  (% style="color:#2980b9" %)**Amount:** (%%)Type in the amount per type to be switched (Positive)
320 320  
321 321  
322 -[[image:Member Client Transfer Workflow Process_html_ff9bad95586824a0.png||height="158" width="627"]]
324 +[[image:Member Client Transfer Workflow Process_html_ff9bad95586824a0.png||height="158" width="627"]]
323 323  
324 324  
325 325  After completing the relevant fields, click on the (% style="color:#2980b9" %)“**Update**”(%%) and (% style="color:#2980b9" %)“**Save**”(%%) buttons to create the line.
... ... @@ -341,12 +341,12 @@
341 341  [[image:Member Client Transfer Workflow Process_html_ed9e23b90fbcd8d2.png||height="310" width="627"]]
342 342  
343 343  
344 -Click on the(% style="color:#2980b9" %)** “Switch” **(%%)button to proceed with the next step of the switch.
346 +Click on the(% style="color:#2980b9" %)** “Switch” **(%%)button to proceed with the next step of the switch.
345 345  
346 346  The following report is generated.
347 347  
348 348  
349 -[[image:Member Client Transfer Workflow Process_html_4737457fa9310614.png||height="124" width="627"]]
351 +[[image:Member Client Transfer Workflow Process_html_4737457fa9310614.png||height="124" width="627"]]
350 350  
351 351  
352 352  Click on the (% style="color:#2980b9" %)**“Switch”**(%%) button to proceed with the next step of the switch.
... ... @@ -398,7 +398,7 @@
398 398  
399 399  
400 400  (% style="text-align: center;" %)
401 -== (% style="color:#2980b9" %)**//Completing the Workflow//**(%%) ==
403 +== (% style="color:#2980b9" %)**Completing the Workflow**(%%) ==
402 402  
403 403  
404 404  
... ... @@ -406,7 +406,7 @@
406 406  To close the Member Client Transfer workflow process, click on the (% style="color:#2980b9" %)“**Done**”(%%) button. The workflow can only be closed once the switch has been actioned and priced.
407 407  
408 408  
409 -[[image:Member Client Transfer Workflow Process_html_34af6644ac503f76.png||height="190" width="627"]]
411 +[[image:Member Client Transfer Workflow Process_html_34af6644ac503f76.png||height="190" width="627"]]
410 410  
411 411  
412 412  The member record on the (% style="color:#2980b9" %)**Source Client** (%%)has been updated.
... ... @@ -451,5 +451,3 @@
451 451  
452 452  (% style="text-align:center" %)
453 453  [[image:Member Client Transfer Workflow Process_html_8cba33b1e8c9fa24.gif||height="128" width="463"]]
454 -
455 -
1634194145600-395.png
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1 +XWiki.megank
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