Last modified by Dominique Tricerri on 2021/12/01 11:12
<
From version < 33.1 >
edited by Megan Kahl
on 2021/11/29 08:40
To version < 40.1 >
edited by Megan Kahl
on 2021/11/29 08:48
>
Change comment: There is no comment for this version

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12 12  [[image:Group Risk Monthly Member Mainentance WFL_html_8cba33b1e8c9fa24.gif||height="128" width="463"]]
13 13  
14 14  {{info}}
15 -(% style="text-align: center;" %)
15 +(% style="break-before: page; text-align: center;" %)
16 16  (% style="color:#2980b9; font-size:20px" %)**TABLE OF CONTENTS**
17 17  
18 18  
... ... @@ -23,7 +23,7 @@
23 23  
24 24  
25 25  
26 -(% style="text-align: center;" %)
26 +(% style="break-before: page; text-align: center;" %)
27 27  == (% style="color:#2980b9" %)**Introduction**(%%) ==
28 28  
29 29  
... ... @@ -39,7 +39,7 @@
39 39  
40 40  
41 41  
42 -(% style="text-align: center;" %)
42 +(% style="break-before: page; text-align: center;" %)
43 43  == (% style="color:#2980b9" %)**Policy Maintenance Process**(%%) ==
44 44  
45 45  
... ... @@ -47,15 +47,19 @@
47 47  To initiate the process, select the (% style="color:#2980b9" %)**‘Monthly Member Maintenance’**(%%) batch from the Batch Management screen.
48 48  
49 49  
50 -[[image:Group Risk Monthly Member Mainentance WFL_html_8b7ebfbb27fef8c7.png||height="261" width="449"]]
50 +(% style="text-align:center" %)
51 +[[image:1638175073928-276.png]]
51 51  
52 52  
53 -Double-click the **‘Edit’** hyperlink to open the Batch Editor screen.
54 +Double-click the (% style="color:#2980b9" %)**‘Edit’** (%%)hyperlink to open the Batch Editor screen.
54 54  
55 55  
56 -[[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"]]
57 +[[image:Group Risk Monthly Member Mainentance WFL_html_97b35bfea8cc4e2b.gif||alt="Shape1"]]
57 57  
59 +(% style="text-align:center" %)
60 +[[image:1638175088225-988.png]]
58 58  
62 +
59 59  The Batch Editor screen need to be captured as follows:
60 60  
61 61  
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68 68  (% style="color:#2980b9" %)**Batch Ref:**(%%)** **System generated and must not be edited / altered.
69 69  
70 70  
71 -Then(% style="color:#2980b9" %)** ‘Save’**(%%) and (% style="color:#2980b9" %)**‘Execute’**(%%) the batch to implement the increase.
75 +Then(% style="color:#2980b9" %)** ‘Save’**(%%) and (% style="color:#2980b9" %)**‘Execute’**(%%) the batch to implement the increase.
72 72  
73 - [[image:Group Risk Monthly Member Mainentance WFL_html_240beb221288db8a.png||height="222" width="422"]]
74 74  
78 +(% style="text-align:center" %)
79 +[[image:1638175113275-709.png]]
75 75  
81 +
76 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.
77 77  
78 78  Double-click it to open the workflow screen.
79 79  
80 80  
81 - [[image:Group Risk Monthly Member Mainentance WFL_html_3547d285d3ca6fb8.png||height="221" width="212"]]
87 + ​​​​​​​
82 82  
89 +(% style="text-align:center" %)
90 +[[image:1638175134073-739.png||height="448" width="429"]]
83 83  
92 +
84 84  Click on (% style="color:#2980b9" %)**‘Done’**(%%) on the next screen to proceed to the next step.
85 85  
86 86  
87 -[[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"]]
96 +[[image:Group Risk Monthly Member Mainentance WFL_html_b9ed8be2610c2a4d.gif||alt="Shape5"]] ​​​​​​​
88 88  
98 +(% style="text-align:center" %)
99 +[[image:1638175154466-237.png]]
89 89  
101 +
90 90  The next step will reinstate and terminate policies. Please read the instructions on the screen carefully.
91 91  
92 92  Click on (% style="color:#2980b9" %)**‘Done’**(%%) to process these.
93 93  
94 94  
95 - [[image:Group Risk Monthly Member Mainentance WFL_html_dc1965d2549e2d46.png||height="276" width="475"]]
107 + ​​​​​​​
96 96  
109 +(% style="text-align:center" %)
110 +[[image:1638175179077-289.png]]
97 97  
112 +
98 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.
99 99  
100 100  
101 -[[image:Group Risk Monthly Member Mainentance WFL_html_22b8cddd1b579655.png||height="256" width="507"]]
116 +(% style="text-align:center" %)
117 +[[image:1638175193627-120.png]]
102 102  
103 103  
104 104  The next step will lapse applicable policies.
105 105  
106 -Click on(% style="color:#2980b9" %)** ‘Done’**(%%) to process these.
122 +Click on(% style="color:#2980b9" %)** ‘Done’**(%%) to process these.
107 107  
108 108  
109 - [[image:Group Risk Monthly Member Mainentance WFL_html_258682c323ae80df.png||height="261" width="447"]]
125 + ​​​​​​​
110 110  
127 +(% style="text-align:center" %)
128 +[[image:1638175209284-732.png]]
111 111  
130 +
112 112  The lapse letter for all applicable policies will generate.
113 113  
114 114  
115 -[[image:Group Risk Monthly Member Mainentance WFL_html_a294c16541320d76.png||height="326" width="389"]]
134 +(% style="text-align:center" %)
135 +[[image:1638175227506-779.png]]
116 116  
117 117  
118 118  In the next step the system will identify all policies that are in arrears.
119 119  
120 -Click on **‘Done’** to produce letters.
140 +Click on (% style="color:#2980b9" %)**‘Done’** (%%)to produce letters.
121 121  
122 122  
123 - [[image:Group Risk Monthly Member Mainentance WFL_html_1e74cc7abbb2811e.png||height="261" width="444"]]
143 + ​​​​​​​
124 124  
145 +(% style="text-align:center" %)
146 +[[image:1638175339482-431.png]]
125 125  
148 +
126 126  A letter will be produced for all policies that are in arrears.
127 127  
128 128  
129 -[[image:Group Risk Monthly Member Mainentance WFL_html_55db21f18750c260.png||height="320" width="380"]]
152 +(% style="text-align:center" %)
153 +[[image:1638175363139-666.png]]
130 130  
131 131  
132 132  In the next step the system will identify children dependents that are within 3 months of maximum eligibility age as setup in the rules.
133 133  
134 -Click on **‘Done’** to produce letters.
158 +Click on (% style="color:#2980b9" %)**‘Done’**(%%) to produce letters.
135 135  
136 136  
137 - [[image:Group Risk Monthly Member Mainentance WFL_html_e46d9e900eddbc38.png||height="261" width="445"]]
161 + ​​​​​​​
138 138  
163 +(% style="text-align:center" %)
164 +[[image:1638175397453-878.png]]
139 139  
166 +
140 140  A letter will be produced for all identified child dependents.
141 141  
142 142  
143 -[[image:Group Risk Monthly Member Mainentance WFL_html_9de569734749e2e0.png||height="302" width="361"]]
170 +(% style="text-align:center" %)
171 +[[image:1638175520700-236.png]]
144 144  
145 145  
146 146  This will now be the last step of the workflow. Click on (% style="color:#2980b9" %)**‘Done’** (%%)to end the process.
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147 147  
148 148  
149 149  
150 -(% style="text-align: center;" %)
178 +(% style="break-before: page; text-align: center;" %)
151 151  == (% style="color:#2980b9" %)**Disclaimer and Copyright**(%%) ==
152 152  
153 153  
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