Changes for page Member Client Transfer

Last modified by Megan Kahl on 2021/12/01 06:15
<
From version < 115.1 >
edited by Megan Kahl
on 2021/10/14 06:49
To version < 113.1 >
edited by Megan Kahl
on 2021/10/14 06:42
>
Change comment: There is no comment for this version

Summary

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Content
... ... @@ -23,8 +23,6 @@
23 23  
24 24  {{/info}}
25 25  
26 -
27 -
28 28  (% style="text-align: center;" %)
29 29  == (% style="color:#2980b9" %)**Introduction and important points to remember**(%%) ==
30 30  
... ... @@ -51,7 +51,7 @@
51 51  
52 52  
53 53  (% style="text-align: center;" %)
54 -== (% style="color:#2980b9" %)**Steps to complete the transfer**(%%) ==
52 +== (% style="color:#2980b9" %)**//Steps to complete the transfer//**(%%) ==
55 55  
56 56  
57 57  
... ... @@ -64,7 +64,7 @@
64 64  Select the (% style="color:#2980b9" %)“**Member Client Transfer Workflow**”(%%) from Batch Management. Click on the(% style="color:#2980b9" %) __edit__(%%) hyperlink.
65 65  
66 66  
67 -[[image:Member Client Transfer Workflow Process_html_e21f9347b677c69b.png||height="112" width="627"]]
65 +[[image:Member Client Transfer Workflow Process_html_e21f9347b677c69b.png||height="112" width="627"]]
68 68  
69 69  
70 70  
... ... @@ -83,7 +83,7 @@
83 83  [[image:Member Client Transfer Workflow Process_html_8ce76b47c99f4fd4.png||height="189" width="627"]]
84 84  
85 85  
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.
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.
87 87  
88 88  (% 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”.
89 89  
... ... @@ -91,7 +91,7 @@
91 91  
92 92  
93 93  (% style="text-align: center;" %)
94 -== (% style="color:#2980b9" %)**New Member**(%%) ==
92 +== (% style="color:#2980b9" %)**//New Member//**(%%) ==
95 95  
96 96  
97 97  Click on the (% style="color:#2980b9" %)“**Variables**”(%%) button.
... ... @@ -103,7 +103,7 @@
103 103  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.
104 104  
105 105  
106 -[[image:Member Client Transfer Workflow Process_html_60f7a3e84f2fa5dc.png||height="231" width="627"]]
104 +[[image:Member Client Transfer Workflow Process_html_60f7a3e84f2fa5dc.png||height="231" width="627"]]
107 107  
108 108  
109 109  Select the (% style="color:#2980b9" %)“**Done**” (%%)button in the workflow to continue to the next step.
... ... @@ -111,9 +111,9 @@
111 111  A report will populate with the proposed transfer details. Check that the report is correct.
112 112  
113 113  
114 -[[image:Member Client Transfer Workflow Process_html_1f4383e741e1aba2.png||height="294" width="627"]]
112 +[[image:Member Client Transfer Workflow Process_html_1f4383e741e1aba2.png||height="294" width="627"]]
115 115  
116 -Click on the(% style="color:#2980b9" %) “**Yes**”(%%) button if the details in the transfer were correct.
114 +Click on the(% style="color:#2980b9" %) “**Yes**”(%%) button if the details in the transfer were correct.
117 117  
118 118  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.
119 119  
... ... @@ -123,7 +123,7 @@
123 123  
124 124  
125 125  (% style="text-align: center;" %)
126 -== (% style="color:#2980b9" %)**Completing the Workflow**(%%) ==
124 +== (% style="color:#2980b9" %)**//Completing the Workflow//**(%%) ==
127 127  
128 128  
129 129  
... ... @@ -138,15 +138,15 @@
138 138  A report will generate confirming whether the transfer was successful. If an error occurred, the process will need to be started again.
139 139  
140 140  
141 -[[image:Member Client Transfer Workflow Process_html_9c8f920e9ca71db2.png||height="177" width="627"]]
139 +[[image:Member Client Transfer Workflow Process_html_9c8f920e9ca71db2.png||height="177" width="627"]]
142 142  
143 143  [[image:Member Client Transfer Workflow Process_html_fad6e4eb828c61db.png||height="196" width="627"]]
144 144  
145 145  
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.
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.
147 147  \\
148 148  
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”**(%%).
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”**(%%).
150 150  
151 151  
152 152  [[image:Member Client Transfer Workflow Process_html_34af6644ac503f76.png||height="190" width="627"]]
... ... @@ -222,7 +222,7 @@
222 222  Another report is generated, confirming the switch has occurred, based on the mandate.
223 223  
224 224  
225 -[[image:Member Client Transfer Workflow Process_html_3bb9bf868d5b3d4b.png||height="117" width="627"]]
223 +[[image:Member Client Transfer Workflow Process_html_3bb9bf868d5b3d4b.png||height="117" width="627"]]
226 226  
227 227  
228 228  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**.
... ... @@ -251,7 +251,7 @@
251 251  The following report is generated.
252 252  
253 253  
254 -[[image:Member Client Transfer Workflow Process_html_9ccd4dc24e835a16.png||height="118" width="627"]]
252 +[[image:Member Client Transfer Workflow Process_html_9ccd4dc24e835a16.png||height="118" width="627"]]
255 255  
256 256  
257 257  The Investment Switches screen is updated on Everest.
... ... @@ -261,7 +261,7 @@
261 261  [[image:Member Client Transfer Workflow Process_html_53fbebd74a9a2292.png||height="182" width="627"]]
262 262  
263 263  
264 -Click on the(% style="color:#2980b9" %)** “Switch”**(%%) button to proceed with the next step of the switch.
262 +Click on the(% style="color:#2980b9" %)** “Switch”**(%%) button to proceed with the next step of the switch.
265 265  
266 266  
267 267  
... ... @@ -321,7 +321,7 @@
321 321  (% style="color:#2980b9" %)**Amount:** (%%)Type in the amount per type to be switched (Positive)
322 322  
323 323  
324 -[[image:Member Client Transfer Workflow Process_html_ff9bad95586824a0.png||height="158" width="627"]]
322 +[[image:Member Client Transfer Workflow Process_html_ff9bad95586824a0.png||height="158" width="627"]]
325 325  
326 326  
327 327  After completing the relevant fields, click on the (% style="color:#2980b9" %)“**Update**”(%%) and (% style="color:#2980b9" %)“**Save**”(%%) buttons to create the line.
... ... @@ -343,12 +343,12 @@
343 343  [[image:Member Client Transfer Workflow Process_html_ed9e23b90fbcd8d2.png||height="310" width="627"]]
344 344  
345 345  
346 -Click on the(% style="color:#2980b9" %)** “Switch” **(%%)button to proceed with the next step of the switch.
344 +Click on the(% style="color:#2980b9" %)** “Switch” **(%%)button to proceed with the next step of the switch.
347 347  
348 348  The following report is generated.
349 349  
350 350  
351 -[[image:Member Client Transfer Workflow Process_html_4737457fa9310614.png||height="124" width="627"]]
349 +[[image:Member Client Transfer Workflow Process_html_4737457fa9310614.png||height="124" width="627"]]
352 352  
353 353  
354 354  Click on the (% style="color:#2980b9" %)**“Switch”**(%%) button to proceed with the next step of the switch.
... ... @@ -400,7 +400,7 @@
400 400  
401 401  
402 402  (% style="text-align: center;" %)
403 -== (% style="color:#2980b9" %)**Completing the Workflow**(%%) ==
401 +== (% style="color:#2980b9" %)**//Completing the Workflow//**(%%) ==
404 404  
405 405  
406 406  
... ... @@ -408,7 +408,7 @@
408 408  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.
409 409  
410 410  
411 -[[image:Member Client Transfer Workflow Process_html_34af6644ac503f76.png||height="190" width="627"]]
409 +[[image:Member Client Transfer Workflow Process_html_34af6644ac503f76.png||height="190" width="627"]]
412 412  
413 413  
414 414  The member record on the (% style="color:#2980b9" %)**Source Client** (%%)has been updated.
... ... @@ -453,3 +453,5 @@
453 453  
454 454  (% style="text-align:center" %)
455 455  [[image:Member Client Transfer Workflow Process_html_8cba33b1e8c9fa24.gif||height="128" width="463"]]
454 +
455 +
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Author
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1 -XWiki.megank
Size
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1 -59.7 KB
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