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From version < 21.1 >
edited by Megan Kahl
on 2021/11/29 08:27
To version < 29.1 >
edited by Megan Kahl
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>
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1 -**DISCLAIMER**
1 +(% style="text-align: center;" %)
2 += (% style="color:#2980b9; font-size:28px" %)**MONTHLY MEMBER MAINTENANCE WORKFLOW**(%%) =
2 2  
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.
6 6  
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 +(% style="text-align: center;" %)
7 +(% style="color:#2980b9" %)**BY**
8 8  
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.
10 10  
11 11  
11 +(% style="text-align:center" %)
12 +[[image:Group Risk Monthly Member Mainentance WFL_html_8cba33b1e8c9fa24.gif||height="128" width="463"]]
12 12  
14 +{{info}}
15 +(% style="text-align: center;" %)
16 +(% style="color:#2980b9; font-size:20px" %)**TABLE OF CONTENTS**
13 13  
14 14  
19 +{{toc/}}
15 15  
21 +
22 +{{/info}}
16 16  
17 17  
18 -**COPYRIGHT**
19 19  
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 +(% style="text-align: center;" %)
27 +== (% style="color:#2980b9" %)**Introduction**(%%) ==
21 21  
22 -EBSphere (Pty) Limited
23 23  
24 -P.O. Box 785803
25 -
26 -Sandton
27 -
28 -2146
29 -
30 -
31 -
32 -[[image:Group Risk Monthly Member Mainentance WFL_html_8cba33b1e8c9fa24.gif||height="96" width="344"]] [[image:Group Risk Monthly Member Mainentance WFL_html_857ba1e075348553.png||height="13" width="656"]]\\
33 -
34 -[[image:Group Risk Monthly Member Mainentance WFL_html_857ba1e075348553.png||height="13" width="656"]] //Introduction//
35 -
36 -
37 37  The purpose of the workflow batch is to assist the user with a controlled month end policy status maintenance. During this process, the system will:
38 38  
39 39  * Reinstate the policies that were lapsed during last month’s run due to outstanding premiums will be reactivated if the premiums are now received this month.
... ... @@ -46,172 +46,143 @@
46 46  
47 47  
48 48  
42 +(% style="text-align: center;" %)
43 +== (% style="color:#2980b9" %)**Policy Maintenance Process**(%%) ==
49 49  
50 50  
51 51  
47 +To initiate the process, select the (% style="color:#2980b9" %)**‘Monthly Member Maintenance’**(%%) batch from the Batch Management screen.
52 52  
53 53  
54 -
55 -
56 -
57 -
58 -
59 -
60 -
61 -
62 -
63 -
64 -
65 -
66 -
67 -
68 -
69 -
70 -
71 -
72 -
73 -
74 -
75 -
76 -
77 -
78 -
79 -
80 -
81 -[[image:Group Risk Monthly Member Mainentance WFL_html_857ba1e075348553.png||height="13" width="656"]] //Policy Maintenance Process//
82 -
83 -To initiate the process, select the **‘Monthly Member Maintenance’** batch from the Batch Management screen.
84 -
85 85  [[image:Group Risk Monthly Member Mainentance WFL_html_8b7ebfbb27fef8c7.png||height="261" width="449"]]
86 86  
52 +
87 87  Double-click the **‘Edit’** hyperlink to open the Batch Editor screen.
88 88  
55 +
89 89  [[image:Group Risk Monthly Member Mainentance WFL_html_97b35bfea8cc4e2b.gif||alt="Shape1"]] [[image:Group Risk Monthly Member Mainentance WFL_html_7433e5dad54ce837.png||height="261" width="495"]]
90 90  
91 -.
92 92  
59 +The Batch Editor screen need to be captured as follows:
93 93  
94 94  
62 +(% style="color:#2980b9" %)**Client:**(%%)** **This field will default to the selected client.
95 95  
64 +(% style="color:#2980b9" %)**Paypoint: **(%%)This is a Paypoint the process is run. Select applicable paypoint from the drop-down list.
96 96  
66 +(% style="color:#2980b9" %)**Date 1: **(%%)This is the effective date the process is run on.
97 97  
68 +(% style="color:#2980b9" %)**Batch Ref:**(%%)** **System generated and must not be edited / altered.
98 98  
99 99  
71 +Then(% style="color:#2980b9" %)** ‘Save’**(%%) and (% style="color:#2980b9" %)**‘Execute’**(%%) the batch to implement the increase.
100 100  
73 + [[image:Group Risk Monthly Member Mainentance WFL_html_240beb221288db8a.png||height="222" width="422"]]
101 101  
102 -The Batch Editor screen need to be captured as follows:
103 103  
104 -**Client&nbsp;**This field will default to the selected client.
76 +The (% style="color:#2980b9" %)**‘Monthly Member Maintenance’** (%%)workflow will be initiated and will be listed on the Workflow sub-window on the bottom left of the main Everest screen.
105 105  
106 -**Paypoint&nbsp;**This is a Paypoint the process is run. Select applicable paypoint from the drop-down list.
107 -
108 -**Date 1&nbsp;**This is the effective date the process is run on.
109 -
110 -**Batch Ref&nbsp;**System generated and must not be edited / altered.
111 -
112 -Then **‘Save’** and **‘Execute’** the batch to implement the increase.
113 -
114 -[[image:Group Risk Monthly Member Mainentance WFL_html_97b35bfea8cc4e2b.gif||alt="Shape3"]] [[image:Group Risk Monthly Member Mainentance WFL_html_97b35bfea8cc4e2b.gif||alt="Shape2"]] [[image:Group Risk Monthly Member Mainentance WFL_html_240beb221288db8a.png||height="222" width="422"]]
115 -
116 -The **‘Monthly Member Maintenance’** workflow will be initiated and will be listed on the Workflow sub-window on the bottom left of the main Everest screen.
117 -
118 118  Double-click it to open the workflow screen.
119 119  
120 -[[image:Group Risk Monthly Member Mainentance WFL_html_8c33d8071f600c70.gif||alt="Shape4"]] [[image:Group Risk Monthly Member Mainentance WFL_html_3547d285d3ca6fb8.png||height="221" width="212"]]
121 121  
81 + [[image:Group Risk Monthly Member Mainentance WFL_html_3547d285d3ca6fb8.png||height="221" width="212"]]
122 122  
123 123  
84 +Click on (% style="color:#2980b9" %)**‘Done’**(%%) on the next screen to proceed to the next step.
124 124  
125 125  
126 -
127 -
128 -
129 -
130 -
131 -Click on **‘Done’** on the next screen to proceed to the next step.
132 -
133 133  [[image:Group Risk Monthly Member Mainentance WFL_html_b9ed8be2610c2a4d.gif||alt="Shape5"]] [[image:Group Risk Monthly Member Mainentance WFL_html_34a0fa4ca07c7a50.png||height="247" width="419"]]
134 134  
89 +
135 135  The next step will reinstate and terminate policies. Please read the instructions on the screen carefully.
136 136  
137 -Click on **‘Done’** to process these.
92 +Click on (% style="color:#2980b9" %)**‘Done’**(%%) to process these.
138 138  
139 -[[image:Group Risk Monthly Member Mainentance WFL_html_a29df785f22ad6a1.gif||alt="Shape6"]] [[image:Group Risk Monthly Member Mainentance WFL_html_dc1965d2549e2d46.png||height="276" width="475"]]
140 140  
95 + [[image:Group Risk Monthly Member Mainentance WFL_html_dc1965d2549e2d46.png||height="276" width="475"]]
141 141  
142 142  
98 +The reinstatement letter will be generated for all policies that are reinstated. These will need to checked for correctness and sent out to policyholders.
143 143  
144 144  
101 +[[image:Group Risk Monthly Member Mainentance WFL_html_22b8cddd1b579655.png||height="256" width="507"]]
145 145  
146 146  
104 +The next step will lapse applicable policies.
147 147  
106 +Click on(% style="color:#2980b9" %)** ‘Done’**(%%) to process these.
148 148  
149 149  
109 + [[image:Group Risk Monthly Member Mainentance WFL_html_258682c323ae80df.png||height="261" width="447"]]
150 150  
151 151  
112 +The lapse letter for all applicable policies will generate.
152 152  
153 -The reinstatement letter will be generated for all policies that are reinstated. These will need to checked for correctness and sent out to policyholders.
154 154  
155 -[[image:Group Risk Monthly Member Mainentance WFL_html_22b8cddd1b579655.png||height="256" width="507"]]
115 +[[image:Group Risk Monthly Member Mainentance WFL_html_a294c16541320d76.png||height="326" width="389"]]
156 156  
157 -The next step will lapse applicable policies.
158 158  
159 -Cick on **‘Done’** to process these.
118 +In the next step the system will identify all policies that are in arrears.
160 160  
161 -[[image:Group Risk Monthly Member Mainentance WFL_html_534c24b31d38afc4.gif||alt="Shape7"]] [[image:Group Risk Monthly Member Mainentance WFL_html_258682c323ae80df.png||height="261" width="447"]]
120 +Click on **‘Done’** to produce letters.
162 162  
163 163  
123 + [[image:Group Risk Monthly Member Mainentance WFL_html_1e74cc7abbb2811e.png||height="261" width="444"]]
164 164  
165 165  
126 +A letter will be produced for all policies that are in arrears.
166 166  
167 167  
129 +[[image:Group Risk Monthly Member Mainentance WFL_html_55db21f18750c260.png||height="320" width="380"]]
168 168  
169 169  
132 +In the next step the system will identify children dependents that are within 3 months of maximum eligibility age as setup in the rules.
170 170  
134 +Click on **‘Done’** to produce letters.
171 171  
172 172  
137 + [[image:Group Risk Monthly Member Mainentance WFL_html_e46d9e900eddbc38.png||height="261" width="445"]]
173 173  
174 174  
175 -The lapse letter for all applicable policies will generate.
140 +A letter will be produced for all identified child dependents.
176 176  
177 -[[image:Group Risk Monthly Member Mainentance WFL_html_a294c16541320d76.png||height="326" width="389"]]
178 178  
179 -In the next step the system will identify all policies that are in arrears.
143 +[[image:Group Risk Monthly Member Mainentance WFL_html_9de569734749e2e0.png||height="302" width="361"]]
180 180  
181 -Cick on **‘Done’** to produce letters.
182 182  
183 -[[image:Group Risk Monthly Member Mainentance WFL_html_fd1ce57210c99390.gif||alt="Shape8"]] [[image:Group Risk Monthly Member Mainentance WFL_html_1e74cc7abbb2811e.png||height="261" width="444"]]
146 +This will now be the last step of the workflow. Click on (% style="color:#2980b9" %)**‘Done’** (%%)to end the process.
184 184  
185 185  
186 186  
150 +(% style="text-align: center;" %)
151 +== (% style="color:#2980b9" %)**Disclaimer and Copyright**(%%) ==
187 187  
188 188  
154 +(% style="color:#2980b9" %)**DISCLAIMER**
189 189  
156 +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.
190 190  
158 +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.
191 191  
160 +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.
192 192  
193 -A letter will be produced for all policies that are in arrears.
162 +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.
194 194  
195 -[[image:Group Risk Monthly Member Mainentance WFL_html_55db21f18750c260.png||height="320" width="380"]]
196 196  
197 -{{id name="_Hlk48747564"/}}In the next step the system will identify children dependents that are within 3 months of maximum eligibility age as setup in the rules.
198 198  
199 -Click on **‘Done’** to produce letters.
166 +(% style="color:#2980b9" %)**COPYRIGHT**
200 200  
201 -[[image:Group Risk Monthly Member Mainentance WFL_html_fe39b9af7601cde9.gif||alt="Shape9"]] [[image:Group Risk Monthly Member Mainentance WFL_html_e46d9e900eddbc38.png||height="261" width="445"]]
168 +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.
202 202  
203 203  
171 +EBSphere (Pty) Limited
204 204  
173 +P.O. Box 785803
205 205  
175 +Sandton
206 206  
177 +2146
207 207  
208 208  
209 209  
210 -
211 -A letter will be produced for all identified child dependents.
212 -
213 -[[image:Group Risk Monthly Member Mainentance WFL_html_9de569734749e2e0.png||height="302" width="361"]]
214 -
215 -This will now be the last step of the workflow. Click on **‘Done’** to end the process.
216 -
217 -
181 +[[image:Group Risk Monthly Member Mainentance WFL_html_8cba33b1e8c9fa24.gif||height="128" width="463"]]
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