Last modified by Dominique Tricerri on 2021/12/01 11:12
<
From version < 39.1 >
edited by Megan Kahl
on 2021/11/29 08:45
To version < 23.1 >
edited by Megan Kahl
on 2021/11/29 08:27
>
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1 -(% style="text-align: center;" %)
2 -= (% style="color:#2980b9; font-size:28px" %)**MONTHLY MEMBER MAINTENANCE WORKFLOW**(%%) =
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  
6 -(% style="text-align: center;" %)
7 -(% style="color:#2980b9" %)**BY**
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.
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.
9 9  
10 10  
11 -(% style="text-align:center" %)
12 -[[image:Group Risk Monthly Member Mainentance WFL_html_8cba33b1e8c9fa24.gif||height="128" width="463"]]
13 13  
14 -{{info}}
15 -(% style="text-align: center;" %)
16 -(% style="color:#2980b9; font-size:20px" %)**TABLE OF CONTENTS**
17 17  
18 18  
19 -{{toc/}}
20 20  
21 -
22 -{{/info}}
23 23  
24 24  
18 +**COPYRIGHT**
25 25  
26 -(% style="text-align: center;" %)
27 -== (% style="color:#2980b9" %)**Introduction**(%%) ==
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.
28 28  
22 +EBSphere (Pty) Limited
29 29  
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 +
30 30  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:
31 31  
32 32  * 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.
... ... @@ -39,172 +39,172 @@
39 39  
40 40  
41 41  
42 -(% style="text-align: center;" %)
43 -== (% style="color:#2980b9" %)**Policy Maintenance Process**(%%) ==
44 44  
45 45  
46 46  
47 -To initiate the process, select the (% style="color:#2980b9" %)**‘Monthly Member Maintenance’**(%%) batch from the Batch Management screen.
48 48  
49 49  
50 -(% style="text-align:center" %)
51 -[[image:1638175073928-276.png]]
52 52  
53 53  
54 -Double-click the (% style="color:#2980b9" %)**‘Edit’** (%%)hyperlink to open the Batch Editor screen.
55 55  
56 56  
57 -[[image:Group Risk Monthly Member Mainentance WFL_html_97b35bfea8cc4e2b.gif||alt="Shape1"]]
58 58  
59 -(% style="text-align:center" %)
60 -[[image:1638175088225-988.png]]
61 61  
62 62  
63 -The Batch Editor screen need to be captured as follows:
64 64  
65 65  
66 -(% style="color:#2980b9" %)**Client:**(%%)** **This field will default to the selected client.
67 67  
68 -(% style="color:#2980b9" %)**Paypoint: **(%%)This is a Paypoint the process is run. Select applicable paypoint from the drop-down list.
69 69  
70 -(% style="color:#2980b9" %)**Date 1: **(%%)This is the effective date the process is run on.
71 71  
72 -(% style="color:#2980b9" %)**Batch Ref:**(%%)** **System generated and must not be edited / altered.
73 73  
74 74  
75 -Then(% style="color:#2980b9" %)** ‘Save’**(%%) and (% style="color:#2980b9" %)**‘Execute’**(%%) the batch to implement the increase.
76 76  
77 - ​​​​​​​
78 78  
79 -(% style="text-align:center" %)
80 -[[image:1638175113275-709.png]]
81 81  
82 82  
83 -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.
84 84  
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 +[[image:Group Risk Monthly Member Mainentance WFL_html_8b7ebfbb27fef8c7.png||height="261" width="449"]]
86 +
87 +Double-click the **‘Edit’** hyperlink to open the Batch Editor screen.
88 +
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 +
91 +.
92 +
93 +
94 +
95 +
96 +
97 +
98 +
99 +
100 +
101 +
102 +The Batch Editor screen need to be captured as follows:
103 +
104 +**Client&nbsp;**This field will default to the selected client.
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 +
85 85  Double-click it to open the workflow screen.
86 86  
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"]]
87 87  
88 - ​​​​​​​
89 89  
90 -(% style="text-align:center" %)
91 -[[image:1638175134073-739.png||height="448" width="429"]]
92 92  
93 93  
94 -Click on (% style="color:#2980b9" %)**‘Done’**(%%) on the next screen to proceed to the next step.
95 95  
96 96  
97 -[[image:Group Risk Monthly Member Mainentance WFL_html_b9ed8be2610c2a4d.gif||alt="Shape5"]] ​​​​​​​
98 98  
99 -(% style="text-align:center" %)
100 -[[image:1638175154466-237.png]]
101 101  
102 102  
130 +
131 +Click on **‘Done’** on the next screen to proceed to the next step.
132 +
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 +
103 103  The next step will reinstate and terminate policies. Please read the instructions on the screen carefully.
104 104  
105 -Click on (% style="color:#2980b9" %)**‘Done’**(%%) to process these.
137 +Click on **‘Done’** to process these.
106 106  
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"]]
107 107  
108 - ​​​​​​​
109 109  
110 -(% style="text-align:center" %)
111 -[[image:1638175179077-289.png]]
112 112  
113 113  
114 -The reinstatement letter will be generated for all policies that are reinstated. These will need to checked for correctness and sent out to policyholders.
115 115  
116 116  
117 -(% style="text-align:center" %)
118 -[[image:1638175193627-120.png]]
119 119  
120 120  
121 -The next step will lapse applicable policies.
122 122  
123 -Click on(% style="color:#2980b9" %)** ‘Done’**(%%) to process these.
124 124  
125 125  
126 - ​​​​​​​
127 127  
128 -(% style="text-align:center" %)
129 -[[image:1638175209284-732.png]]
130 130  
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.
131 131  
132 -The lapse letter for all applicable policies will generate.
155 +[[image:Group Risk Monthly Member Mainentance WFL_html_22b8cddd1b579655.png||height="256" width="507"]]
133 133  
157 +The next step will lapse applicable policies.
134 134  
135 -(% style="text-align:center" %)
136 -[[image:1638175227506-779.png]]
159 +Cick on **‘Done’** to process these.
137 137  
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"]]
138 138  
139 -In the next step the system will identify all policies that are in arrears.
140 140  
141 -Click on (% style="color:#2980b9" %)**‘Done’** (%%)to produce letters.
142 142  
143 143  
144 - ​​​​​​​
145 145  
146 -(% style="text-align:center" %)
147 -[[image:1638175339482-431.png]]
148 148  
149 149  
150 -A letter will be produced for all policies that are in arrears.
151 151  
152 152  
153 -(% style="text-align:center" %)
154 -[[image:1638175363139-666.png]]
155 155  
156 156  
157 -In the next step the system will identify children dependents that are within 3 months of maximum eligibility age as setup in the rules.
158 158  
159 -Click on (% style="color:#2980b9" %)**‘Done’**(%%) to produce letters.
160 160  
175 +The lapse letter for all applicable policies will generate.
161 161  
162 - ​​​​​​​
177 +[[image:Group Risk Monthly Member Mainentance WFL_html_a294c16541320d76.png||height="326" width="389"]]
163 163  
164 -(% style="text-align:center" %)
165 -[[image:1638175397453-878.png]]
179 +In the next step the system will identify all policies that are in arrears.
166 166  
181 +Cick on **‘Done’** to produce letters.
167 167  
168 -A letter will be produced for all identified child dependents.
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"]]
169 169  
170 170  
171 -(% style="text-align:center" %)
172 -[[image:1638175520700-236.png]]
173 173  
174 174  
175 -This will now be the last step of the workflow. Click on (% style="color:#2980b9" %)**‘Done’** (%%)to end the process.
176 176  
177 177  
178 178  
179 -(% style="text-align: center;" %)
180 -== (% style="color:#2980b9" %)**Disclaimer and Copyright**(%%) ==
181 181  
182 182  
183 -(% style="color:#2980b9" %)**DISCLAIMER**
193 +A letter will be produced for all policies that are in arrears.
184 184  
185 -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.
195 +[[image:Group Risk Monthly Member Mainentance WFL_html_55db21f18750c260.png||height="320" width="380"]]
186 186  
187 -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.
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.
188 188  
189 -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.
199 +Click on **‘Done’** to produce letters.
190 190  
191 -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.
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"]]
192 192  
193 193  
194 194  
195 -(% style="color:#2980b9" %)**COPYRIGHT**
196 196  
197 -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.
198 198  
199 199  
200 -EBSphere (Pty) Limited
201 201  
202 -P.O. Box 785803
203 203  
204 -Sandton
205 205  
206 -2146
211 +A letter will be produced for all identified child dependents.
207 207  
213 +[[image:Group Risk Monthly Member Mainentance WFL_html_9de569734749e2e0.png||height="302" width="361"]]
208 208  
215 +This will now be the last step of the workflow. Click on **‘Done’** to end the process.
209 209  
210 -[[image:Group Risk Monthly Member Mainentance WFL_html_8cba33b1e8c9fa24.gif||height="128" width="463"]]
217 +
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