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 < 60.1
edited by Dominique Tricerri
on 2021/12/01 11:12
Change comment: There is no comment for this version

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Details

Page properties
Author
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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  
... ... @@ -24,7 +24,7 @@
24 24  
25 25  
26 26  (% style="break-before: page; text-align: center;" %)
27 -== (% style="color:#2980b9" %)**Introduction**(%%) ==
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:
... ... @@ -40,7 +40,7 @@
40 40  
41 41  
42 42  (% style="break-before: page; text-align: center;" %)
43 -== (% style="color:#2980b9" %)**Policy Maintenance Process**(%%) ==
43 += (% style="color:#2980b9" %)**Policy Maintenance Process**(%%) =
44 44  
45 45  
46 46  
... ... @@ -53,13 +53,10 @@
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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75 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]]
75 +[[image:1638356726994-994.png]]
80 80  
81 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.
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84 84  Double-click it to open the workflow screen.
85 85  
86 86  
87 - ​​​​​​​
88 -
89 89  (% style="text-align:center" %)
90 -[[image:1638175134073-739.png||height="448" width="429"]]
84 +[[image:1638175134073-739.png||height="289" width="277"]]
91 91  
92 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"]] ​​​​​​​
97 -
98 98  (% style="text-align:center" %)
99 99  [[image:1638175154466-237.png]]
100 100  
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104 104  Click on (% style="color:#2980b9" %)**‘Done’**(%%) to process these.
105 105  
106 106  
107 - ​​​​​​​
108 -
109 109  (% style="text-align:center" %)
110 110  [[image:1638175179077-289.png]]
111 111  
112 -
102 +(% style="break-before: page" %)
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  
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122 122  Click on(% style="color:#2980b9" %)** ‘Done’**(%%) to process these.
123 123  
124 124  
125 - ​​​​​​​
126 -
127 127  (% style="text-align:center" %)
128 128  [[image:1638175209284-732.png]]
129 129  
130 -
118 +(% style="break-before: page" %)
131 131  The lapse letter for all applicable policies will generate.
132 132  
133 133  
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137 137  
138 138  In the next step the system will identify all policies that are in arrears.
139 139  
128 +
140 140  Click on (% style="color:#2980b9" %)**‘Done’** (%%)to produce letters.
141 141  
142 142  
143 - ​​​​​​​
132 +[[image:1638357011795-892.png]]
144 144  
145 -(% style="text-align:center" %)
146 -[[image:1638175339482-431.png]]
147 -
148 -
134 +(% style="break-before: page" %)
149 149  A letter will be produced for all policies that are in arrears.
150 150  
151 151  
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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  
144 +
158 158  Click on (% style="color:#2980b9" %)**‘Done’**(%%) to produce letters.
159 159  
160 160  
161 - ​​​​​​​
148 +[[image:1638357121131-851.png]]'
162 162  
163 -(% style="text-align:center" %)
164 -[[image:1638175397453-878.png]]
165 -
166 -
150 +(% style="break-before: page %)
167 167  A letter will be produced for all identified child dependents.
168 168  
169 169  
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176 176  
177 177  
178 178  (% style="break-before: page; text-align: center;" %)
179 -== (% style="color:#2980b9" %)**Disclaimer and Copyright**(%%) ==
163 += (% style="color:#2980b9" %)**Disclaimer and Copyright**(%%) =
180 180  
181 181  
182 182  (% style="color:#2980b9" %)**DISCLAIMER**
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206 206  
207 207  
208 208  
193 +(% style="text-align:center" %)
209 209  [[image:Group Risk Monthly Member Mainentance WFL_html_8cba33b1e8c9fa24.gif||height="128" width="463"]]
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