Last modified by Dominique Tricerri on 2021/12/01 11:12
<
From version < 40.1 >
edited by Megan Kahl
on 2021/11/29 08:48
To version < 38.1 >
edited by Megan Kahl
on 2021/11/29 08:45
>
Change comment: Uploaded new attachment "1638175520700-236.png", version {1}

Summary

Details

Page properties
Content
... ... @@ -12,7 +12,7 @@
12 12  [[image:Group Risk Monthly Member Mainentance WFL_html_8cba33b1e8c9fa24.gif||height="128" width="463"]]
13 13  
14 14  {{info}}
15 -(% style="break-before: page; text-align: center;" %)
15 +(% style="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="break-before: page; text-align: center;" %)
26 +(% style="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="break-before: page; text-align: center;" %)
42 +(% style="text-align: center;" %)
43 43  == (% style="color:#2980b9" %)**Policy Maintenance Process**(%%) ==
44 44  
45 45  
... ... @@ -47,19 +47,15 @@
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 -(% style="text-align:center" %)
51 -[[image:1638175073928-276.png]]
50 +[[image:Group Risk Monthly Member Mainentance WFL_html_8b7ebfbb27fef8c7.png||height="261" width="449"]]
52 52  
53 53  
54 -Double-click the (% style="color:#2980b9" %)**‘Edit’** (%%)hyperlink to open the Batch Editor screen.
53 +Double-click the **‘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"]]
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"]]
58 58  
59 -(% style="text-align:center" %)
60 -[[image:1638175088225-988.png]]
61 61  
62 -
63 63  The Batch Editor screen need to be captured as follows:
64 64  
65 65  
... ... @@ -72,103 +72,79 @@
72 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.
71 +Then(% style="color:#2980b9" %)** ‘Save’**(%%) and (% style="color:#2980b9" %)**‘Execute’**(%%) the batch to implement the increase.
76 76  
73 + [[image:Group Risk Monthly Member Mainentance WFL_html_240beb221288db8a.png||height="222" width="422"]]
77 77  
78 -(% style="text-align:center" %)
79 -[[image:1638175113275-709.png]]
80 80  
81 -
82 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  
84 84  Double-click it to open the workflow screen.
85 85  
86 86  
87 - ​​​​​​​
81 + [[image:Group Risk Monthly Member Mainentance WFL_html_3547d285d3ca6fb8.png||height="221" width="212"]]
88 88  
89 -(% style="text-align:center" %)
90 -[[image:1638175134073-739.png||height="448" width="429"]]
91 91  
92 -
93 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"]] ​​​​​​​
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"]]
97 97  
98 -(% style="text-align:center" %)
99 -[[image:1638175154466-237.png]]
100 100  
101 -
102 102  The next step will reinstate and terminate policies. Please read the instructions on the screen carefully.
103 103  
104 104  Click on (% style="color:#2980b9" %)**‘Done’**(%%) to process these.
105 105  
106 106  
107 - ​​​​​​​
95 + [[image:Group Risk Monthly Member Mainentance WFL_html_dc1965d2549e2d46.png||height="276" width="475"]]
108 108  
109 -(% style="text-align:center" %)
110 -[[image:1638175179077-289.png]]
111 111  
112 -
113 113  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]]
101 +[[image:Group Risk Monthly Member Mainentance WFL_html_22b8cddd1b579655.png||height="256" width="507"]]
118 118  
119 119  
120 120  The next step will lapse applicable policies.
121 121  
122 -Click on(% style="color:#2980b9" %)** ‘Done’**(%%) to process these.
106 +Click on(% style="color:#2980b9" %)** ‘Done’**(%%) to process these.
123 123  
124 124  
125 - ​​​​​​​
109 + [[image:Group Risk Monthly Member Mainentance WFL_html_258682c323ae80df.png||height="261" width="447"]]
126 126  
127 -(% style="text-align:center" %)
128 -[[image:1638175209284-732.png]]
129 129  
130 -
131 131  The lapse letter for all applicable policies will generate.
132 132  
133 133  
134 -(% style="text-align:center" %)
135 -[[image:1638175227506-779.png]]
115 +[[image:Group Risk Monthly Member Mainentance WFL_html_a294c16541320d76.png||height="326" width="389"]]
136 136  
137 137  
138 138  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.
120 +Click on **‘Done’** to produce letters.
141 141  
142 142  
143 - ​​​​​​​
123 + [[image:Group Risk Monthly Member Mainentance WFL_html_1e74cc7abbb2811e.png||height="261" width="444"]]
144 144  
145 -(% style="text-align:center" %)
146 -[[image:1638175339482-431.png]]
147 147  
148 -
149 149  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]]
129 +[[image:Group Risk Monthly Member Mainentance WFL_html_55db21f18750c260.png||height="320" width="380"]]
154 154  
155 155  
156 156  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.
134 +Click on **‘Done’** to produce letters.
159 159  
160 160  
161 - ​​​​​​​
137 + [[image:Group Risk Monthly Member Mainentance WFL_html_e46d9e900eddbc38.png||height="261" width="445"]]
162 162  
163 -(% style="text-align:center" %)
164 -[[image:1638175397453-878.png]]
165 165  
166 -
167 167  A letter will be produced for all identified child dependents.
168 168  
169 169  
170 -(% style="text-align:center" %)
171 -[[image:1638175520700-236.png]]
143 +[[image:Group Risk Monthly Member Mainentance WFL_html_9de569734749e2e0.png||height="302" width="361"]]
172 172  
173 173  
174 174  This will now be the last step of the workflow. Click on (% style="color:#2980b9" %)**‘Done’** (%%)to end the process.
... ... @@ -175,7 +175,7 @@
175 175  
176 176  
177 177  
178 -(% style="break-before: page; text-align: center;" %)
150 +(% style="text-align: center;" %)
179 179  == (% style="color:#2980b9" %)**Disclaimer and Copyright**(%%) ==
180 180  
181 181  

Applications

Navigation

Need help?

If you need help with XWiki you can contact: