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<
From version < 40.1 >
edited by Megan Kahl
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To version < 19.1 >
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="break-before: page; 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="break-before: page; 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.
... ... @@ -39,171 +39,172 @@
39 39  
40 40  
41 41  
42 -(% style="break-before: page; 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 77  
78 -(% style="text-align:center" %)
79 -[[image:1638175113275-709.png]]
80 80  
81 81  
82 -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.
83 83  
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 +
84 84  Double-click it to open the workflow screen.
85 85  
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"]]
86 86  
87 - ​​​​​​​
88 88  
89 -(% style="text-align:center" %)
90 -[[image:1638175134073-739.png||height="448" width="429"]]
91 91  
92 92  
93 -Click on (% style="color:#2980b9" %)**‘Done’**(%%) on the next screen to proceed to the next step.
94 94  
95 95  
96 -[[image:Group Risk Monthly Member Mainentance WFL_html_b9ed8be2610c2a4d.gif||alt="Shape5"]] ​​​​​​​
97 97  
98 -(% style="text-align:center" %)
99 -[[image:1638175154466-237.png]]
100 100  
101 101  
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 +
102 102  The next step will reinstate and terminate policies. Please read the instructions on the screen carefully.
103 103  
104 -Click on (% style="color:#2980b9" %)**‘Done’**(%%) to process these.
137 +Click on **‘Done’** to process these.
105 105  
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"]]
106 106  
107 - ​​​​​​​
108 108  
109 -(% style="text-align:center" %)
110 -[[image:1638175179077-289.png]]
111 111  
112 112  
113 -The reinstatement letter will be generated for all policies that are reinstated. These will need to checked for correctness and sent out to policyholders.
114 114  
115 115  
116 -(% style="text-align:center" %)
117 -[[image:1638175193627-120.png]]
118 118  
119 119  
120 -The next step will lapse applicable policies.
121 121  
122 -Click on(% style="color:#2980b9" %)** ‘Done’**(%%) to process these.
123 123  
124 124  
125 - ​​​​​​​
126 126  
127 -(% style="text-align:center" %)
128 -[[image:1638175209284-732.png]]
129 129  
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.
130 130  
131 -The lapse letter for all applicable policies will generate.
155 +[[image:Group Risk Monthly Member Mainentance WFL_html_22b8cddd1b579655.png||height="256" width="507"]]
132 132  
157 +The next step will lapse applicable policies.
133 133  
134 -(% style="text-align:center" %)
135 -[[image:1638175227506-779.png]]
159 +Cick on **‘Done’** to process these.
136 136  
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"]]
137 137  
138 -In the next step the system will identify all policies that are in arrears.
139 139  
140 -Click on (% style="color:#2980b9" %)**‘Done’** (%%)to produce letters.
141 141  
142 142  
143 - ​​​​​​​
144 144  
145 -(% style="text-align:center" %)
146 -[[image:1638175339482-431.png]]
147 147  
148 148  
149 -A letter will be produced for all policies that are in arrears.
150 150  
151 151  
152 -(% style="text-align:center" %)
153 -[[image:1638175363139-666.png]]
154 154  
155 155  
156 -In the next step the system will identify children dependents that are within 3 months of maximum eligibility age as setup in the rules.
157 157  
158 -Click on (% style="color:#2980b9" %)**‘Done’**(%%) to produce letters.
159 159  
175 +The lapse letter for all applicable policies will generate.
160 160  
161 - ​​​​​​​
177 +[[image:Group Risk Monthly Member Mainentance WFL_html_a294c16541320d76.png||height="326" width="389"]]
162 162  
163 -(% style="text-align:center" %)
164 -[[image:1638175397453-878.png]]
179 +In the next step the system will identify all policies that are in arrears.
165 165  
181 +Cick on **‘Done’** to produce letters.
166 166  
167 -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"]]
168 168  
169 169  
170 -(% style="text-align:center" %)
171 -[[image:1638175520700-236.png]]
172 172  
173 173  
174 -This will now be the last step of the workflow. Click on (% style="color:#2980b9" %)**‘Done’** (%%)to end the process.
175 175  
176 176  
177 177  
178 -(% style="break-before: page; text-align: center;" %)
179 -== (% style="color:#2980b9" %)**Disclaimer and Copyright**(%%) ==
180 180  
181 181  
182 -(% style="color:#2980b9" %)**DISCLAIMER**
193 +A letter will be produced for all policies that are in arrears.
183 183  
184 -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"]]
185 185  
186 -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.
187 187  
188 -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.
189 189  
190 -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"]]
191 191  
192 192  
193 193  
194 -(% style="color:#2980b9" %)**COPYRIGHT**
195 195  
196 -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.
197 197  
198 198  
199 -EBSphere (Pty) Limited
200 200  
201 -P.O. Box 785803
202 202  
203 -Sandton
204 204  
205 -2146
211 +A letter will be produced for all identified child dependents.
206 206  
213 +[[image:Group Risk Monthly Member Mainentance WFL_html_9de569734749e2e0.png||height="302" width="361"]]
207 207  
215 +This will now be the last step of the workflow. Click on **‘Done’** to end the process.
208 208  
209 -[[image:Group Risk Monthly Member Mainentance WFL_html_8cba33b1e8c9fa24.gif||height="128" width="463"]]
217 +
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