Changes for page Member Client Transfer

Last modified by Megan Kahl on 2021/12/01 06:15
<
From version < 148.1 >
edited by Megan Kahl
on 2021/10/14 07:00
To version < 104.1 >
edited by Megan Kahl
on 2021/10/14 05:31
>
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1 -(% style="text-align: center;" %)
2 -= (% style="color:#2980b9; font-size:28px" %)**Member Client Transfer Workflow Process**(%%) =
1 +**DISCLAIMER**
3 3  
3 +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.
4 4  
5 +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.
5 5  
7 +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.
6 6  
7 -(% style="text-align: center;" %)
8 -(% style="color:#2980b9" %)**BY**
9 +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.
9 9  
10 10  
11 11  
12 12  
13 -(% style="text-align:center" %)
14 -[[image:Member Client Transfer Workflow Process_html_8cba33b1e8c9fa24.gif||height="128" width="463"]]
15 15  
16 -{{info}}
17 -(% style="text-align: center;" %)
18 -(% style="color:#2980b9; font-size:20px" %)**TABLE OF CONTENT**
19 19  
20 20  
21 -{{toc/}}
22 22  
23 -
24 -{{/info}}
18 +**COPYRIGHT**
25 25  
20 +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.
26 26  
22 +EBSphere (Pty) Limited
27 27  
28 -(% style="text-align: center;" %)
29 -== (% style="color:#2980b9" %)**Introduction and important points to remember**(%%) ==
24 +P.O. Box 785803
30 30  
26 +Sandton
31 31  
28 +2146
32 32  
33 -This workflow transfers the capital, interest, contributions and growth from a member record (% style="color:#2980b9" %)(**Source Member**)(%%) to another member record (% style="color:#2980b9" %)(**Destination Member**)(%%). The destination record can be either a new record or an existing record.
34 34  
35 -Where the (% style="color:#2980b9" %)**Destination Member**(%%) already exists, the (% style="color:#2980b9" %)**Destination Member** (%%)record must be an active record, i.e. transfers cannot be done to an exited member. Where the destination record does not exist, a new record is created, and the following is transferred from the old record to the new record:
36 36  
32 +[[image:Member Client Transfer Workflow Process_html_8cba33b1e8c9fa24.gif||height="96" width="344"]] [[image:Member Client Transfer Workflow Process_html_857ba1e075348553.png||height="13" width="645"]] //Introduction and important points to remember//
33 +
34 +This workflow transfers the capital, interest, contributions and growth from a member record (**Source Member**) to another member record (**Destination Member**). The destination record can be either a new record or an existing record.
35 +
36 +Where the **Destination Member** already exists, the **Destination Member** record must be an active record, i.e. transfers cannot be done to an exited member. Where the destination record does not exist, a new record is created, and the following is transferred from the old record to the new record:
37 +
37 37  * Loans
38 38  * Salaries
39 39  * Notes
... ... @@ -41,442 +41,395 @@
41 41  * Break in Service
42 42  * Medicals
43 43  
44 -Where the (% style="color:#2980b9" %)**Source Member**(%%) record is active, the member will automatically be exited with an exit type (% style="color:#2980b9" %)“**Client Transfer**”, (%%)the transfer date will be recorded, and the capital, interest, contributions and growth will be transferred to the (% style="color:#2980b9" %)**Destination Member**(%%). The date of exit will be set to the effective date of the transfer.
45 +Where the **Source Member** record is active, the member will automatically be exited with an exit type “**Client Transfer**”, the transfer date will be recorded, and the capital, interest, contributions and growth will be transferred to the **Destination Member**. The date of exit will be set to the effective date of the transfer.
45 45  
46 -Should the(% style="color:#2980b9" %) **Source Member** (%%)already be exited, or have had a prior transfer done, the transactions with an effective date after the last transfer/exit will be transferred to the(% style="color:#2980b9" %) **Destination Member**.(%%) This is done by recording the effective date for each transfer. The maximum of the last date of transfer (% style="color:#2980b9" %)“**DTRF**”(%%), date of calculation (% style="color:#2980b9" %)“**DOC**”(%%) or date of exit (% style="color:#2980b9" %)“**DOX**”(%%) is used to determine the starting date for records to be transferred.
47 +Should the **Source Member** already be exited, or have had a prior transfer done, the transactions with an effective date after the last transfer/exit will be transferred to the **Destination Member**. This is done by recording the effective date for each transfer. The maximum of the last date of transfer “**DTRF**”, date of calculation “**DOC**” or date of exit “**DOX**” is used to determine the starting date for records to be transferred.
47 47  
48 48  Non-taxable components to the switch are recorded as Single Premium entries, using the same effective date logic as described above.
49 49  
50 -The member notes field is used to record predetermined notes on both the (% style="color:#2980b9" %)**Source Member**(%%) and (% style="color:#2980b9" %)**Destination Member**(%%) respectively.
51 +The member notes field is used to record predetermined notes on both the **Source Member** and **Destination Member** respectively.
51 51  
52 52  
53 -(% style="text-align: center;" %)
54 -== (% style="color:#2980b9" %)**Steps to complete the transfer**(%%) ==
54 +[[image:Member Client Transfer Workflow Process_html_857ba1e075348553.png||height="12" width="634"]] //Steps to complete the transfer//
55 55  
56 +[[image:Member Client Transfer Workflow Process_html_dd3cab69f513fef3.gif||alt="Shape3"]] [[image:Member Client Transfer Workflow Process_html_bb2f743be13dfded.gif||alt="Shape2"]] [[image:Member Client Transfer Workflow Process_html_e8558f59f0591b34.gif||alt="Shape1"]] T[[image:Member Client Transfer Workflow Process_html_e77425bb2bfe2f68.png||height="182" width="627"]]
57 +he user will need to locate the **Source Member** on the database. Do this by selecting the relevant client from which the member is transferring. Search for the member, select the member, right click your mouse and copy the member before starting the workflow process.
56 56  
57 57  
58 -(% style="text-align:center" %)
59 -[[image:1634194145600-395.png]]
60 +Select the “**Member Client Transfer Workflow**” from Batch Management. Click on the __edit__ hyperlink.
60 60  
62 +[[image:Member Client Transfer Workflow Process_html_e21f9347b677c69b.png||height="112" width="627"]]
63 +[[image:Member Client Transfer Workflow Process_html_1658717abada82f4.gif||alt="Shape4"]]\\
61 61  
62 -The user will need to locate the (% style="color:#2980b9" %)**Source Member** (%%)on the database. Do this by selecting the relevant client from which the member is transferring. Search for the member, select the member, right click your mouse and copy the member before starting the workflow process.
65 +[[image:Member Client Transfer Workflow Process_html_e210e8b6c11c4e76.gif||alt="Shape5"]]
63 63  
67 +Paste the member’s name in the “**Member**” field. The effective date will be the date of transfer. Where the member is active, the member exit date will be set to the transfer date. Select the “**Save**” and “**Execute**” options to start the workflow process.
64 64  
65 -Select the (% style="color:#2980b9" %)“**Member Client Transfer Workflow**”(%%) from Batch Management. Click on the(% style="color:#2980b9" %) __edit__(%%) hyperlink.
69 +[[image:Member Client Transfer Workflow Process_html_bac42162b839a3f9.gif||alt="Shape8"]] [[image:Member Client Transfer Workflow Process_html_5027e5235ffbb571.gif||alt="Shape7"]] [[image:Member Client Transfer Workflow Process_html_fc7b46a04279edb7.gif||alt="Shape6"]]
66 66  
71 +[[image:Member Client Transfer Workflow Process_html_e4567557684e47c4.png||height="447" width="627"]]
72 +\\
67 67  
68 -(% style="text-align:center" %)
69 -[[image:1634194168572-992.png]]
74 +The user will need to locate the workflow in the “**Your Workflow**” pane and double click on it to open the workflow.
70 70  
76 +Once the user is satisfied that sufficient notification and confirmation has been received for the transfer, click on the “**Yes**” button and then the “**Yes**” button to continue with the workflow process.
71 71  
78 +[[image:Member Client Transfer Workflow Process_html_d80936e4d821d57e.gif||alt="Shape9"]]
72 72  
73 -Paste the member’s name in the (% style="color:#2980b9" %)“**Member**”(%%) field. The effective date will be the date of transfer. Where the member is active, the member exit date will be set to the transfer date. Select the (% style="color:#2980b9" %)“**Save**”(%%) and (% style="color:#2980b9" %)“**Execute**”(%%) options to start the workflow process.
80 +[[image:Member Client Transfer Workflow Process_html_8ce76b47c99f4fd4.png||height="189" width="627"]]\\
74 74  
75 75  
76 -(% style="text-align:center" %)
77 -[[image:1634194187183-885.png]]
83 +Where the transfer is moving to an existing member select “**Existing Member**”. Where the transfer must create a new member record choose “**New Member**”. Click on the “**Done**” button once a selection has been made.
78 78  
85 +**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”.
79 79  
80 -The user will need to locate the workflow in the (% style="color:#2980b9" %)“**Your Workflow**” (%%)pane and double click on it to open the workflow.
81 81  
82 -Once the user is satisfied that sufficient notification and confirmation has been received for the transfer, click on the (% style="color:#2980b9" %)“**Yes**”(%%) button and then the “**Yes**” button to continue with the workflow process.
83 83  
84 84  
85 -(% style="text-align:center" %)
86 -[[image:1634194224605-117.png]]
90 +{{id name="_Hlk521497998"/}}[[image:Member Client Transfer Workflow Process_html_857ba1e075348553.png||height="13" width="644"]] //New Member//
87 87  
92 +Click on the “**Variables**” button.
88 88  
89 -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.
94 +[[image:Member Client Transfer Workflow Process_html_c93cb3db5a6fe27d.gif||alt="Shape11"]] [[image:Member Client Transfer Workflow Process_html_be809f36a67b7241.gif||alt="Shape10"]]
90 90  
91 -(% 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”.
96 +[[image:Member Client Transfer Workflow Process_html_c45855955cd8687a.png||height="434" width="627"]]
97 +\\\\
92 92  
99 +Specify the new client this member must be transferred to. Leave the “**Member**” field blank. The effective date will be the date of transfer. Select the “**Save**” and “**Close**” option to go back to the workflow.
93 93  
101 +[[image:Member Client Transfer Workflow Process_html_60f7a3e84f2fa5dc.png||height="231" width="627"]]
102 +[[image:Member Client Transfer Workflow Process_html_65cc1f61d1d6657.gif||alt="Shape12"]]\\
94 94  
104 +Select the “**Done**” button in the workflow to continue to the next step.
95 95  
96 -(% style="text-align: center;" %)
97 -== (% style="color:#2980b9" %)**New Member**(%%) ==
98 -
99 -
100 -Click on the (% style="color:#2980b9" %)“**Variables**”(%%) button.
101 -
102 -
103 -(% style="text-align:center" %)
104 -[[image:1634194241418-617.png]]
105 -
106 -
107 -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.
108 -
109 -
110 -(% style="text-align:center" %)
111 -[[image:1634194261841-296.png]]
112 -
113 -
114 -Select the (% style="color:#2980b9" %)“**Done**” (%%)button in the workflow to continue to the next step.
115 -
116 116  A report will populate with the proposed transfer details. Check that the report is correct.
117 117  
108 +[[image:Member Client Transfer Workflow Process_html_1f4383e741e1aba2.png||height="294" width="627"]]
109 +[[image:Member Client Transfer Workflow Process_html_8bb1cd8f1baa0f5.gif||alt="Shape13"]] [[image:Member Client Transfer Workflow Process_html_cf8b68d68392e429.gif||alt="Shape15"]] [[image:Member Client Transfer Workflow Process_html_75eed57ca1da6c7d.gif||alt="Shape14"]] [[image:Member Client Transfer Workflow Process_html_c369e0652b1c2c0a.gif||alt="Shape16"]]\\
118 118  
119 -(% style="text-align:center" %)
120 -[[image:1634194278685-302.png]]
111 +[[image:Member Client Transfer Workflow Process_html_b5759626fb0036c5.gif||alt="Shape18"]] [[image:Member Client Transfer Workflow Process_html_f35637c3740948ec.gif||alt="Shape17"]]
121 121  
122 122  
123 -Click on the(% style="color:#2980b9" %) “**Yes**”(%%) button if the details in the transfer were correct.
114 +Click on the “**Yes**” button if the details in the transfer were correct.
124 124  
125 -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.
116 +Click on the “**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.
126 126  
118 +[[image:Member Client Transfer Workflow Process_html_359c1ec4a8e2a6ca.gif||alt="Shape20"]] [[image:Member Client Transfer Workflow Process_html_97c8d39f83ca77f5.gif||alt="Shape19"]]
127 127  
128 -(% style="text-align:center" %)
129 -[[image:1634194299186-130.png]]
120 +[[image:Member Client Transfer Workflow Process_html_71fcfb398fefa8b1.png||height="240" width="627"]]
121 +\\
130 130  
131 131  
132 -(% style="text-align: center;" %)
133 -== (% style="color:#2980b9" %)**Completing the Workflow**(%%) ==
134 134  
135 135  
136 136  
137 137  
138 -Click on the (% style="color:#2980b9" %)“**Done**”(%%) button to process the transfer.
128 +//Completing the Workflow//
139 139  
130 +[[image:Member Client Transfer Workflow Process_html_857ba1e075348553.png||height="12" width="636"]]\\
140 140  
132 +Click on the “**Done**” button to process the transfer.
141 141  
142 -(% style="text-align:center" %)
143 -[[image:1634194315483-734.png]]
134 +[[image:Member Client Transfer Workflow Process_html_3bb493976ad3e769.gif||alt="Shape22"]] [[image:Member Client Transfer Workflow Process_html_c18ed01bb4adaa0.gif||alt="Shape21"]]
144 144  
136 +[[image:Member Client Transfer Workflow Process_html_17266035ecab24cb.png||height="234" width="627"]]\\
145 145  
138 +
146 146  A report will generate confirming whether the transfer was successful. If an error occurred, the process will need to be started again.
147 147  
141 +[[image:Member Client Transfer Workflow Process_html_9c8f920e9ca71db2.png||height="177" width="627"]] [[image:Member Client Transfer Workflow Process_html_852caaf3f522088c.gif||alt="Shape27"]] [[image:Member Client Transfer Workflow Process_html_f734a0b2ccd3a2cb.gif||alt="Shape26"]] [[image:Member Client Transfer Workflow Process_html_52d9ab075229e1f7.gif||alt="Shape25"]] [[image:Member Client Transfer Workflow Process_html_47fbfd06bb034db7.gif||alt="Shape24"]] [[image:Member Client Transfer Workflow Process_html_d119ea310bd478fe.gif||alt="Shape23"]]\\
148 148  
149 -(% style="text-align:center" %)
150 -[[image:1634194334515-987.png]]
143 +[[image:Member Client Transfer Workflow Process_html_fad6e4eb828c61db.png||height="196" width="627"]] [[image:Member Client Transfer Workflow Process_html_6b86782aae8e9d0e.gif||alt="Shape29"]] [[image:Member Client Transfer Workflow Process_html_2d96fb04c02b5951.gif||alt="Shape28"]] Once satisfied that the member has been transferred successfully, the user will click on the “**Complete**” button to continue. Select the “**Incomplete**” button to start the process again.
144 +\\\\
151 151  
146 +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 “**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 “Done”.
152 152  
148 +[[image:Member Client Transfer Workflow Process_html_73b1a5321c669877.gif||alt="Shape31"]] [[image:Member Client Transfer Workflow Process_html_940c334d0951a176.gif||alt="Shape30"]]
153 153  
154 -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.
150 +[[image:Member Client Transfer Workflow Process_html_34af6644ac503f76.png||height="190" width="627"]]\\
155 155  
156 156  
157 -(% style="text-align:center" %)
158 -[[image:1634194377798-173.png]]
153 +**NB!** The **Destination Member** record will need to be updated with the Category and Paypoint details.
159 159  
155 +[[image:Member Client Transfer Workflow Process_html_edbfa73371d4fc70.gif||alt="Shape35"]] [[image:Member Client Transfer Workflow Process_html_626306380653bc18.gif||alt="Shape34"]] [[image:Member Client Transfer Workflow Process_html_7dc1d0c7e02dd715.gif||alt="Shape33"]] [[image:Member Client Transfer Workflow Process_html_846197ea27b4780b.gif||alt="Shape32"]]
160 160  
161 -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”**(%%).
157 +[[image:Member Client Transfer Workflow Process_html_c79bab021d6e527c.png||height="111" width="627"]]\\
162 162  
159 +[[image:Member Client Transfer Workflow Process_html_480404cdfa592982.gif||alt="Shape38"]] [[image:Member Client Transfer Workflow Process_html_8df99bcd058de8db.gif||alt="Shape37"]] [[image:Member Client Transfer Workflow Process_html_50dd00f33798978.gif||alt="Shape36"]]
163 163  
164 -(% style="text-align:center" %)
165 -[[image:1634194397845-607.png]]
161 +[[image:Member Client Transfer Workflow Process_html_a7d88dec70ca9872.png||height="85" width="627"]]
162 +\\
166 166  
167 167  
168 -(% style="color:#e74c3c" %)**NB!**(%%) The (% style="color:#2980b9" %)**Destination Member** (%%)record will need to be updated with the Category and Paypoint details.
165 +Once the Member's Category and Paypoint on the new record has been added, the member switch is to be processed. This is processed on the new member’s record on a Client Level.
169 169  
170 170  
171 -(% style="text-align:center" %)
172 -[[image:1634194413050-737.png]]
173 173  
169 +Member Investment Switch Process
174 174  
175 -(% style="text-align:center" %)
176 -[[image:1634194428787-719.png]]
171 +[[image:Member Client Transfer Workflow Process_html_857ba1e075348553.png||height="12" width="627"]]\\
177 177  
173 +Find and copy the new member’s record, then run a Member Statement to determine current value and current investment strategy (which is based on the source clients investments).
178 178  
179 -Once the Member's Category and Paypoint on the new record has been added, the member switch is to be processed. This is processed on the new member’s record on a Client Level.
175 +Go to the **Investment Switches** screen
180 180  
177 +[[image:Member Client Transfer Workflow Process_html_55991c3b4a2c3244.gif||alt="Shape39"]]
181 181  
179 +[[image:Member Client Transfer Workflow Process_html_9a3a249b86d9a5b1.png||height="302" width="156"]]\\
182 182  
183 -(% style="text-align: center;" %)
184 -== (% style="color:#2980b9" %)**Member Investment Switch Process**(%%) ==
185 185  
186 186  
183 +[[image:Member Client Transfer Workflow Process_html_f9b3bea5758d9a4a.gif||alt="Shape41"]] [[image:Member Client Transfer Workflow Process_html_175db98e74c52d6b.gif||alt="Shape40"]] C[[image:Member Client Transfer Workflow Process_html_d9ea2970c8d0f6e.png||height="136" width="627"]]
184 +reate a line and update the following details:
187 187  
188 188  
189 -Find and copy the new member’s record, then run a Member Statement to determine current value and current investment strategy (which is based on the source clients investments).
187 +**Date:** Date of Switch
190 190  
191 -Go to the(% style="color:#2980b9" %) **Investment Switches**(%%) screen
189 +**Member:** Paste the record previously copied
192 192  
191 +**Percentage:** Must be completed as **-100%** (Negative)
193 193  
194 -(% style="text-align:center" %)
195 -[[image:1634194452381-664.png]]
196 196  
194 +After completing the relevant fields, click on the “**Update**” and “**Save**” buttons to create the line.
197 197  
198 198  
199 -(% style="text-align:center" %)
200 -[[image:1634194466991-965.png]]
201 201  
202 202  
203 -Create a line and update the following details:
204 204  
200 +Click on the “**Switch”** button to proceed with the next step of the switch.
205 205  
206 -(% style="color:#2980b9" %)**Date:**(%%) Date of Switch
202 +[[image:Member Client Transfer Workflow Process_html_51e804f99cc70dac.png||height="26" width="77"]]
207 207  
208 -(% style="color:#2980b9" %)**Member:**(%%) Paste the record previously copied
204 +A report is generated confirming that the contra entries have been created for the switch
209 209  
210 -(% style="color:#2980b9" %)**Percentage:**(%%) Must be completed as (% style="color:#2980b9" %)**-100%**(%%) (Negative)
206 +[[image:Member Client Transfer Workflow Process_html_62090ddc32e52e1b.gif||alt="Shape42"]]
211 211  
208 +[[image:Member Client Transfer Workflow Process_html_bc3dd55c1df31cda.png||height="104" width="627"]]
209 +\\
212 212  
213 -After completing the relevant fields, click on the (% style="color:#2980b9" %)“**Update**”(%%) and (% style="color:#2980b9" %)“**Save**”(%%) buttons to create the line.
214 214  
212 +On Everest the Investment Switch screen would have been updated to reflect the entries, reflecting the split (negative amounts split between EE and ER type being switched out of the old portfolio as reflected in the example below). There can be more than two(2) lines, depending on how many money types are on the member record.
215 215  
216 -Click on the (% style="color:#2980b9" %)“**Switch”**(%%) button to proceed with the next step of the switch.
214 +[[image:Member Client Transfer Workflow Process_html_ca897d7b5cfb0ec5.gif||alt="Shape44"]] [[image:Member Client Transfer Workflow Process_html_d023d79032b3b096.gif||alt="Shape43"]]
217 217  
216 +[[image:Member Client Transfer Workflow Process_html_62effffed38b3d49.png||height="131" width="627"]]
217 +\\
218 218  
219 -(% style="text-align:center" %)
220 -[[image:1634194486415-649.png]]
221 221  
220 +If all is in order (refer to the member statement generated previously as a quick check), click on the “**Switch”** button to proceed with the final steps of the switch.
222 222  
223 -A report is generated confirming that the contra entries have been created for the switch
222 +Another report is generated, confirming the switch has occurred, based on the mandate.
224 224  
224 +[[image:Member Client Transfer Workflow Process_html_3bb9bf868d5b3d4b.png||height="117" width="627"]]
225 +[[image:Member Client Transfer Workflow Process_html_61cebecdd7b0faee.gif||alt="Shape45"]]\\
225 225  
226 -(% style="text-align:center" %)
227 -[[image:1634194507040-838.png]]
228 228  
229 229  
230 -On Everest the Investment Switch screen would have been updated to reflect the entries, reflecting the split (negative amounts split between EE and ER type being switched out of the old portfolio as reflected in the example below). There can be more than two(2) lines, depending on how many money types are on the member record.
231 231  
232 232  
233 -(% style="text-align:center" %)
234 -[[image:1634194524119-862.png]]
235 235  
232 +On the Investment switches screen, create one(1) row, leaving the member blank, populate the **_bank** product and add in 100% in the percentage field. This would create the positive amounts being switched out of the old portfolio into **_bank**.
236 236  
237 -If all is in order (refer to the member statement generated previously as a quick check), click on the (% style="color:#2980b9" %)“**Switch”**(%%) button to proceed with the final steps of the switch.
234 +[[image:Member Client Transfer Workflow Process_html_1d6ff262b963143.gif||alt="Shape46"]]
238 238  
239 -Another report is generated, confirming the switch has occurred, based on the mandate.
236 +[[image:Member Client Transfer Workflow Process_html_920cc8a76414c27c.png||height="149" width="627"]]
237 +\\
240 240  
241 241  
242 -(% style="text-align:center" %)
243 -[[image:1634194538901-156.png]]
240 +**Date:** Date of Switch
244 244  
242 +**Investment Product:** Select the _Bank Account Investment Product from the drop-down option
245 245  
246 -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**.
247 247  
245 +**Percentage:** Must be completed as 100% (Positive)
248 248  
249 249  
250 -(% style="text-align:center" %)
251 -[[image:1634194552793-732.png]]
248 +After completing the relevant fields, click on the “**Update**” and “**Save**” buttons to create the line.
252 252  
250 +Click on the “**Switch”** button to proceed with the next step of the switch.
253 253  
254 -(% style="color:#2980b9" %)**Date:**(%%) Date of Switch
255 255  
256 -(% style="color:#2980b9" %)**Investment Product:**(%%) Select the _Bank Account Investment Product from the drop-down option
253 +[[image:Member Client Transfer Workflow Process_html_51e804f99cc70dac.png||height="26" width="77"]]
257 257  
258 -(% style="color:#2980b9" %)**Percentage:**(%%) Must be completed as 100% (Positive)
259 259  
256 +The following report is generated.
260 260  
261 -After completing the relevant fields, click on the (% style="color:#2980b9" %)“**Update**”(%%) and (% style="color:#2980b9" %)“**Save**”(%%) buttons to create the line.
258 +[[image:Member Client Transfer Workflow Process_html_9ccd4dc24e835a16.png||height="118" width="627"]] [[image:Member Client Transfer Workflow Process_html_2cf127c55e0d38bf.gif||alt="Shape47"]]\\
262 262  
263 -Click on the (% style="color:#2980b9" %)**“Switch”**(%%) button to proceed with the next step of the switch.
264 264  
265 265  
266 -(% style="text-align:center" %)
267 -[[image:1634194486415-649.png]]
268 268  
269 269  
270 -The following report is generated.
271 271  
272 272  
273 -(% style="text-align:center" %)
274 -[[image:1634194577653-631.png]]
275 275  
276 276  
277 277  The Investment Switches screen is updated on Everest.
278 278  
270 +[[image:Member Client Transfer Workflow Process_html_deafa0e30c86ec0e.gif||alt="Shape50"]] [[image:Member Client Transfer Workflow Process_html_462c4bf4ac9c476f.gif||alt="Shape49"]] [[image:Member Client Transfer Workflow Process_html_9383520197c997ff.gif||alt="Shape48"]]
279 279  
272 +[[image:Member Client Transfer Workflow Process_html_53fbebd74a9a2292.png||height="182" width="627"]]\\
280 280  
281 -(% style="text-align:center" %)
282 -[[image:1634194593231-646.png]]
283 283  
284 284  
285 -Click on the(% style="color:#2980b9" %)** “Switch”**(%%) button to proceed with the next step of the switch.
276 +Click on the “**Switch”** button to proceed with the next step of the switch.
286 286  
278 +[[image:Member Client Transfer Workflow Process_html_f521a041343b5a72.gif||alt="Shape51"]]
287 287  
280 +[[image:Member Client Transfer Workflow Process_html_9d71acdf41dcc20a.png||height="123" width="627"]]\\
288 288  
289 -(% style="text-align:center" %)
290 -[[image:1634194608639-339.png]]
282 +
291 291  
284 +Click on the “**Switch”** button to proceed with the next step of the switch.
292 292  
293 -Click on the (% style="color:#2980b9" %)“**Switch”** (%%)button to proceed with the next step of the switch.
294 -
295 295  A communication document is generated reflecting the transactions. All details of the switch are recorded.
296 296  
288 +[[image:Member Client Transfer Workflow Process_html_74c0800f2b9a06f0.gif||alt="Shape54"]] [[image:Member Client Transfer Workflow Process_html_719851ca72c7731d.gif||alt="Shape53"]] [[image:Member Client Transfer Workflow Process_html_ecc4158b49c0613e.gif||alt="Shape52"]]
297 297  
290 +[[image:Member Client Transfer Workflow Process_html_4893d1a610e426ea.png||height="191" width="627"]]\\
298 298  
299 -(% style="text-align:center" %)
300 -[[image:1634194632108-483.png]]
301 301  
302 302  
303 303  
304 -(% style="text-align:center" %)
305 -[[image:1634194652766-557.png]]
306 306  
307 307  
308 -The investment switch screen is now clear and the switch from (% style="color:#2980b9" %)**_Bank Account** (%%)to the new investment product can be actioned.
297 +[[image:Member Client Transfer Workflow Process_html_a3fb6516e51401a1.gif||alt="Shape55"]]
309 309  
299 +//BEFORE proceeding with the switch out of Bank to the new investment product, ensure you have received the transaction price for the disinvestment leg, and priced the transaction. This will update the values in _Bank Account to that which was received. Refer to the next section for pricing of transactions.//
310 310  
311 -(% style="text-align:center" %)
312 -[[image:1634194668204-871.png]]
313 313  
302 +The investment switch screen is now clear and the switch from **_Bank Account** to the new investment product can be actioned.
314 314  
315 -(% style="color:#2980b9" %)**Date:** (%%)Date of Switch
304 +[[image:Member Client Transfer Workflow Process_html_6d9a508fcc83997.gif||alt="Shape57"]] [[image:Member Client Transfer Workflow Process_html_9beb5e43d58ded91.gif||alt="Shape56"]]
316 316  
317 -(% style="color:#2980b9" %)**Product:**(%%) Select the (% style="color:#2980b9" %)**_Bank Account**(%%) Investment Product from the drop-down option
306 +[[image:Member Client Transfer Workflow Process_html_7bded2875ba6b173.png||height="141" width="627"]]\\
318 318  
319 -(% style="color:#2980b9" %)**Member:**(%%) Select the member record from the drop-down selection or paste from the previous copying
320 320  
321 -(% style="color:#2980b9" %)**Percentage:**(%%) Must be completed as(% style="color:#2980b9" %) **-100%**(%%) (Negative)
322 322  
310 +**Date:** Date of Switch
323 323  
324 -After completing the relevant fields, click on the (% style="color:#2980b9" %)“**Update**”(%%) and (% style="color:#2980b9" %)“**Save**”(%%) buttons to create the line.
312 +**Product:** Select the **_Bank Account** Investment Product from the drop-down option
325 325  
326 -Click on the (% style="color:#2980b9" %)**“Switch”**(%%) button to proceed with the next step of the switch.
314 +**Member:** Select the member record from the drop-down selection or paste from the previous copying
327 327  
328 -A report is generated confirming that the contra entries have been created for the switch.
316 +**Percentage:** Must be completed as **-100%** (Negative)
329 329  
330 330  
331 -(% style="text-align:center" %)
332 -[[image:1634194738753-252.png]]
319 +After completing the relevant fields, click on the “**Update**” and “**Save**” buttons to create the line.
333 333  
321 +Click on the “**Switch”** button to proceed with the next step of the switch.
334 334  
335 -On Everest the Investment Switch screen would have been updated to reflect two entries, reflecting the split (negative amounts split between EE / ER or Special types being switched out of _Bank Account).
323 +A report is generated confirming that the contra entries have been created for the switch.
336 336  
337 -Create additional lines for each Type that is to be switched into the new Investment product from (% style="color:#2980b9" %)**_Bank Account**.(%%) These would reflect the positive amounts being switched out of(% style="color:#2980b9" %) **_Bank Account**.
325 +[[image:Member Client Transfer Workflow Process_html_448d887be778fdac.png||height="96" width="627"]]\\
338 338  
339 339  
340 -(% style="color:#2980b9" %)**Date:**(%%) Date of Switch
328 +On Everest the Investment Switch screen would have been updated to reflect two entries, reflecting the split (negative amounts split between EE / ER or Special types being switched out of _Bank Account).
341 341  
342 -(% style="color:#2980b9" %)**Product:**(%%) Select the Investment Product from the drop-down option
330 +Create additional lines for each Type that is to be switched into the new Investment product from **_Bank Account**. These would reflect the positive amounts being switched out of **_Bank Account**.
343 343  
344 -(% style="color:#2980b9" %)**Type:**(%%) Select the relevant type (EE or ER) from the drop down
332 +**Date:** **Date:** Date of Switch
345 345  
346 -(% style="color:#2980b9" %)**Amount:** (%%)Type in the amount per type to be switched (Positive)
334 +**Product:** **Product:** Select the Investment Product from the drop-down option
347 347  
336 +**Type:** **Type:** Select the relevant type (EE or ER) from the drop down
348 348  
349 -(% style="text-align:center" %)
350 -[[image:1634194756238-832.png]]
338 +**Amount:** **Amount: **Type in the amount per type to be switched (Positive)
351 351  
340 +[[image:Member Client Transfer Workflow Process_html_ff9bad95586824a0.png||height="158" width="627"]]
341 +[[image:Member Client Transfer Workflow Process_html_2f928b63cccc4df.gif||alt="Shape59"]] [[image:Member Client Transfer Workflow Process_html_1d8511a7b741ddc4.gif||alt="Shape58"]]\\
352 352  
353 -After completing the relevant fields, click on the (% style="color:#2980b9" %)“**Update**”(%%) and (% style="color:#2980b9" %)“**Save**”(%%) buttons to create the line.
354 354  
355 -Click on the (% style="color:#2980b9" %)**“Switch”**(%%) button to proceed with the next step of the switch.
344 +After completing the relevant fields, click on the “**Update**” and “**Save**” buttons to create the line.
356 356  
346 +Click on the “**Switch”** button to proceed with the next step of the switch.
357 357  
348 +
358 358  A report is generated confirming that the contra entries have been created for the switch.
359 359  
351 +[[image:Member Client Transfer Workflow Process_html_1c2cd1524e293a3b.gif||alt="Shape60"]]
360 360  
361 -(% style="text-align:center" %)
362 -[[image:1634194773616-145.png]]
353 +[[image:Member Client Transfer Workflow Process_html_959463e03e93e7d9.png||height="132" width="627"]]
354 +\\
363 363  
364 364  
365 365  On Everest the Investment Switch screen would have been updated to reflect the entries, reflecting the split (amounts split between EE and ER type being switched in and out from the relevant portfolios).
366 366  
359 +[[image:Member Client Transfer Workflow Process_html_a64e78d7b8233920.gif||alt="Shape62"]] [[image:Member Client Transfer Workflow Process_html_8c0dcefb643ab407.gif||alt="Shape61"]]
367 367  
368 -(% style="text-align:center" %)
369 -[[image:1634194790508-115.png]]
361 +[[image:Member Client Transfer Workflow Process_html_ed9e23b90fbcd8d2.png||height="310" width="627"]]
362 +\\
370 370  
364 +Click on the “**Switch”** button to proceed with the next step of the switch.
371 371  
372 -Click on the(% style="color:#2980b9" %)** “Switch” **(%%)button to proceed with the next step of the switch.
373 -
374 374  The following report is generated.
375 375  
368 +[[image:Member Client Transfer Workflow Process_html_4737457fa9310614.png||height="124" width="627"]] [[image:Member Client Transfer Workflow Process_html_fa0dfb24856fd3f7.gif||alt="Shape63"]]\\
376 376  
377 -(% style="text-align:center" %)
378 -[[image:1634194810728-415.png]]
379 379  
371 +Click on the “**Switch”** button to proceed with the next step of the switch.
380 380  
381 -Click on the (% style="color:#2980b9" %)**“Switch”**(%%) button to proceed with the next step of the switch.
373 +[[image:Member Client Transfer Workflow Process_html_8595e6ca85ddaf81.gif||alt="Shape66"]] [[image:Member Client Transfer Workflow Process_html_e2ce3858a9b14f2b.gif||alt="Shape65"]] [[image:Member Client Transfer Workflow Process_html_d350ccc98b559c2a.gif||alt="Shape64"]]
382 382  
375 +A[[image:Member Client Transfer Workflow Process_html_4b9901442bb1e1e2.png||height="202" width="627"]] communication document is generated reflecting the transactions. All details of the switch are recorded confirming the switch out of _bank account and into the new client products.
383 383  
384 -
385 -[[image:Member Client Transfer Workflow Process_html_4b9901442bb1e1e2.png||height="202" width="627"]]
386 -
387 -
388 -A communication document is generated reflecting the transactions. All details of the switch are recorded confirming the switch out of _bank account and into the new client products.
389 -
390 390  On Everest there are no longer details reflected as the investment switch has been finalised.
391 391  
379 +[[image:Member Client Transfer Workflow Process_html_ae46241ee9ce8b01.gif||alt="Shape67"]]
392 392  
381 +[[image:Member Client Transfer Workflow Process_html_8562fb98d091c25e.png||height="77" width="621"]]\\
393 393  
394 -[[image:Member Client Transfer Workflow Process_html_8562fb98d091c25e.png||height="77" width="621"]]
395 -
396 -
397 397  Once the instruction has been forwarded to the asset manager, and the transaction prices received have been loaded, the Member Transfer workflow can be accessed and the workflow finalised.
398 398  
399 399  
400 -(% style="text-align: center;" %)
401 -== (% style="color:#2980b9" %)**Pricing the Transaction**(%%) ==
386 +//Pricing the Transaction//
402 402  
388 +[[image:Member Client Transfer Workflow Process_html_857ba1e075348553.png||height="12" width="635"]]\\
403 403  
390 +**Units** would have been disinvested from the asset manager.
404 404  
405 -(% style="color:#2980b9" %)**Units**(%%) would have been disinvested from the asset manager.
406 -
407 407  Once the instruction has been forwarded to the asset manager, and the transaction prices received, the following process needs to be followed: -
408 408  
409 409  Select the relevant Parent.
410 410  
411 -Go to the Accounts Menu and select (% style="color:#2980b9" %)“**Cashflow Unit Prices**”.
396 +Go to the Accounts Menu and select “**Cashflow Unit Prices**”.
412 412  
413 413  Search for the batch created via the Investment switch process.
414 414  
400 +The disinvestment process creates 2 lines in the Cashflow Unit Prices screen, one in respect of the transaction **to** the asset manager and the other the **bank** transaction. The bank transaction line will need to be amended to the actual amount received (**Positive value**) in the bank account, and the disinvestment line will need to be updated with the amount paid (**Negative value**) from the Asset Manager. Everest will calculate the Unit Price based on the actual rand value received from the Asset Manager and the number of units calculated by the system.
415 415  
416 -The disinvestment process creates 2 lines in the Cashflow Unit Prices screen, one in respect of the transaction (% style="color:#2980b9" %)**to**(%%) the asset manager and the other the(% style="color:#2980b9" %) **bank** (%%)transaction. The bank transaction line will need to be amended to the actual amount received (% style="color:#2980b9" %)(**Positive value**)(%%) in the bank account, and the disinvestment line will need to be updated with the amount paid (% style="color:#2980b9" %)(**Negative value**)(%%) from the Asset Manager. Everest will calculate the Unit Price based on the actual rand value received from the Asset Manager and the number of units calculated by the system.
402 +To update the screen, double click on the relevant row and enter the amount received from the Asset Manager. Add the amount received as a Negative (-) in the Net Amount block. Repeat the process for the bank transaction remembering to enter it as a positive value. Once complete click on the “**Update**” button.
417 417  
418 -To update the screen, double click on the relevant row and enter the amount received from the Asset Manager. Add the amount received as a Negative (-) in the Net Amount block. Repeat the process for the bank transaction remembering to enter it as a positive value. Once complete click on the (% style="color:#2980b9" %)“**Update**” (%%)button.
404 +At the bottom of the screen, click on the “**Save**” button.
419 419  
420 -At the bottom of the screen, click on the (% style="color:#2980b9" %)“**Save**” (%%)button.
406 +Then click on the __Confirm__ hyperlink
421 421  
422 -
423 -Then click on the (% style="color:#2980b9" %)__Confirm__ (%%)hyperlink
424 -
425 425  Once this has been confirmed it will be removed from this screen.
426 426  
427 427  
428 428  
429 -(% style="text-align: center;" %)
430 -== (% style="color:#2980b9" %)**Completing the Workflow**(%%) ==
412 +//Completing the Workflow//
431 431  
414 +[[image:Member Client Transfer Workflow Process_html_857ba1e075348553.png||height="12" width="614"]]\\
432 432  
416 +To close the Member Client Transfer workflow process, click on the “**Done**” button. The workflow can only be closed once the switch has been actioned and priced.
433 433  
418 +[[image:Member Client Transfer Workflow Process_html_34af6644ac503f76.png||height="190" width="627"]]
419 +[[image:Member Client Transfer Workflow Process_html_1b2946b4242d7c73.gif||alt="Shape69"]] [[image:Member Client Transfer Workflow Process_html_7084c19074403c0b.gif||alt="Shape68"]]\\
434 434  
435 -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.
436 436  
422 +The member record on the **Source Client** has been updated.
437 437  
438 -[[image:Member Client Transfer Workflow Process_html_34af6644ac503f76.png||height="190" width="627"]]
424 +[[image:Member Client Transfer Workflow Process_html_8baac03e7a5c304a.gif||alt="Shape72"]] [[image:Member Client Transfer Workflow Process_html_cfbcd88838d0746.gif||alt="Shape71"]] [[image:Member Client Transfer Workflow Process_html_1c3343cebbe32c74.gif||alt="Shape70"]]
439 439  
440 -
441 -The member record on the (% style="color:#2980b9" %)**Source Client** (%%)has been updated.
442 -
443 -
444 -
445 445  [[image:Member Client Transfer Workflow Process_html_b8bed609e7aac0a4.png||height="98" width="627"]]
446 -
427 +\\
447 447  
448 448  
449 -(% style="text-align: center;" %)
450 -== (% style="color:#2980b9" %)**Disclaimer and Copyright**(%%) ==
451 451  
452 452  
453 -(% style="color:#2980b9" %)**DISCLAIMER**
454 454  
455 -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.
456 456  
457 -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.
458 458  
459 -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.
460 460  
461 -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.
462 462  
463 -
464 -
465 -(% style="color:#2980b9" %)**COPYRIGHT**
466 -
467 -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.
468 -
469 -
470 -EBSphere (Pty) Limited
471 -
472 -P.O. Box 785803
473 -
474 -Sandton
475 -
476 -2146
477 -
478 -
479 -
480 -
481 -(% style="text-align:center" %)
482 -[[image:Member Client Transfer Workflow Process_html_8cba33b1e8c9fa24.gif||height="128" width="463"]]
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