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 < 57.1 >
edited by Dominique Tricerri
on 2021/12/01 11:11
>
Change comment: There is no comment for this version

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1 -XWiki.megank
1 +XWiki.dominiquet
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1 -(% style="text-align: center;" %)
2 -= (% style="color:#2980b9; font-size:28px" %)**MONTHLY MEMBER MAINTENANCE WORKFLOW**(%%) =
1 +(% class="wikigeneratedid" id="HMONTHLYMEMBERMAINTENANCEWORKFLOW" style="text-align: center;" %)
2 +(% style="color:#2980b9; font-size:28px" %)**MONTHLY MEMBER MAINTENANCE WORKFLOW**
3 3  
4 4  
5 5  
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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  
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23 23  
24 24  
25 25  
26 -(% style="text-align: center;" %)
27 -== (% style="color:#2980b9" %)**Introduction**(%%) ==
26 +(% style="break-before: page; text-align: center;" %)
27 += (% style="color:#2980b9" %)**Introduction**(%%) =
28 28  
29 29  
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:
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39 39  
40 40  
41 41  
42 -(% style="text-align: center;" %)
43 -== (% style="color:#2980b9" %)**Policy Maintenance Process**(%%) ==
42 +(% style="break-before: page; text-align: center;" %)
43 += (% style="color:#2980b9" %)**Policy Maintenance Process**(%%) =
44 44  
45 45  
46 46  
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53 53  
54 54  Double-click the (% style="color:#2980b9" %)**‘Edit’** (%%)hyperlink to open the Batch Editor screen.
55 55  
56 +[[image:1638356773388-225.png]]
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 -
62 -
59 +(% style="break-before: page" %)
63 63  The Batch Editor screen need to be captured as follows:
64 64  
65 65  
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74 74  
75 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]]
75 +[[image:1638356726994-994.png]]
81 81  
82 82  
83 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.
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85 85  Double-click it to open the workflow screen.
86 86  
87 87  
88 - ​​​​​​​
89 -
90 90  (% style="text-align:center" %)
91 -[[image:1638175134073-739.png||height="448" width="429"]]
84 +[[image:1638175134073-739.png||height="289" width="277"]]
92 92  
93 93  
94 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 -
99 99  (% style="text-align:center" %)
100 100  [[image:1638175154466-237.png]]
101 101  
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105 105  Click on (% style="color:#2980b9" %)**‘Done’**(%%) to process these.
106 106  
107 107  
108 - ​​​​​​​
109 -
110 110  (% style="text-align:center" %)
111 111  [[image:1638175179077-289.png]]
112 112  
113 -
102 +(% style="break-before: page" %)
114 114  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  
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123 123  Click on(% style="color:#2980b9" %)** ‘Done’**(%%) to process these.
124 124  
125 125  
126 - ​​​​​​​
127 -
128 128  (% style="text-align:center" %)
129 129  [[image:1638175209284-732.png]]
130 130  
131 -
118 +(% style="break-before: page" %)
132 132  The lapse letter for all applicable policies will generate.
133 133  
134 134  
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138 138  
139 139  In the next step the system will identify all policies that are in arrears.
140 140  
128 +
141 141  Click on (% style="color:#2980b9" %)**‘Done’** (%%)to produce letters.
142 142  
143 143  
144 - ​​​​​​​
132 +[[image:1638357011795-892.png]]
145 145  
146 -(% style="text-align:center" %)
147 -[[image:1638175339482-431.png]]
148 -
149 -
134 +(% style="break-before: page %)
150 150  A letter will be produced for all policies that are in arrears.
151 151  
152 152  
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156 156  
157 157  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  
144 +
159 159  Click on (% style="color:#2980b9" %)**‘Done’**(%%) to produce letters.
160 160  
161 161  
162 - ​​​​​​​
163 -
164 164  (% style="text-align:center" %)
165 165  [[image:1638175397453-878.png]]
166 166  
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176 176  
177 177  
178 178  
179 -(% style="text-align: center;" %)
180 -== (% style="color:#2980b9" %)**Disclaimer and Copyright**(%%) ==
163 +(% style="break-before: page; text-align: center;" %)
164 += (% style="color:#2980b9" %)**Disclaimer and Copyright**(%%) =
181 181  
182 182  
183 183  (% style="color:#2980b9" %)**DISCLAIMER**
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207 207  
208 208  
209 209  
194 +(% style="text-align:center" %)
210 210  [[image:Group Risk Monthly Member Mainentance WFL_html_8cba33b1e8c9fa24.gif||height="128" width="463"]]
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