Last modified by Dominique Tricerri on 2021/12/01 11:12
<
From version < 41.1 >
edited by Megan Kahl
on 2021/11/29 08:49
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

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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  
... ... @@ -72,29 +72,23 @@
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  
81 + [[image:Group Risk Monthly Member Mainentance WFL_html_3547d285d3ca6fb8.png||height="221" width="212"]]
87 87  
88 -(% style="text-align:center" %)
89 -[[image:1638175134073-739.png||height="448" width="429"]]
90 90  
91 -
92 92  Click on (% style="color:#2980b9" %)**‘Done’**(%%) on the next screen to proceed to the next step.
93 93  
94 - ​​​​​​​
95 95  
96 -(% style="text-align:center" %)
97 -[[image:1638175154466-237.png]]
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"]]
98 98  
99 99  
100 100  The next step will reinstate and terminate policies. Please read the instructions on the screen carefully.
... ... @@ -102,71 +102,55 @@
102 102  Click on (% style="color:#2980b9" %)**‘Done’**(%%) to process these.
103 103  
104 104  
105 - ​​​​​​​
95 + [[image:Group Risk Monthly Member Mainentance WFL_html_dc1965d2549e2d46.png||height="276" width="475"]]
106 106  
107 -(% style="text-align:center" %)
108 -[[image:1638175179077-289.png]]
109 109  
110 -
111 111  The reinstatement letter will be generated for all policies that are reinstated. These will need to checked for correctness and sent out to policyholders.
112 112  
113 113  
114 -(% style="text-align:center" %)
115 -[[image:1638175193627-120.png]]
101 +[[image:Group Risk Monthly Member Mainentance WFL_html_22b8cddd1b579655.png||height="256" width="507"]]
116 116  
117 117  
118 118  The next step will lapse applicable policies.
119 119  
120 -Click on(% style="color:#2980b9" %)** ‘Done’**(%%) to process these.
106 +Click on(% style="color:#2980b9" %)** ‘Done’**(%%) to process these.
121 121  
122 122  
123 - ​​​​​​​
109 + [[image:Group Risk Monthly Member Mainentance WFL_html_258682c323ae80df.png||height="261" width="447"]]
124 124  
125 -(% style="text-align:center" %)
126 -[[image:1638175209284-732.png]]
127 127  
128 -
129 129  The lapse letter for all applicable policies will generate.
130 130  
131 131  
132 -(% style="text-align:center" %)
133 -[[image:1638175227506-779.png]]
115 +[[image:Group Risk Monthly Member Mainentance WFL_html_a294c16541320d76.png||height="326" width="389"]]
134 134  
135 135  
136 136  In the next step the system will identify all policies that are in arrears.
137 137  
138 -Click on (% style="color:#2980b9" %)**‘Done’** (%%)to produce letters.
120 +Click on **‘Done’** to produce letters.
139 139  
140 140  
141 - ​​​​​​​
123 + [[image:Group Risk Monthly Member Mainentance WFL_html_1e74cc7abbb2811e.png||height="261" width="444"]]
142 142  
143 -(% style="text-align:center" %)
144 -[[image:1638175339482-431.png]]
145 145  
146 -
147 147  A letter will be produced for all policies that are in arrears.
148 148  
149 149  
150 -(% style="text-align:center" %)
151 -[[image:1638175363139-666.png]]
129 +[[image:Group Risk Monthly Member Mainentance WFL_html_55db21f18750c260.png||height="320" width="380"]]
152 152  
153 153  
154 154  In the next step the system will identify children dependents that are within 3 months of maximum eligibility age as setup in the rules.
155 155  
156 -Click on (% style="color:#2980b9" %)**‘Done’**(%%) to produce letters.
134 +Click on **‘Done’** to produce letters.
157 157  
158 158  
159 - ​​​​​​​
137 + [[image:Group Risk Monthly Member Mainentance WFL_html_e46d9e900eddbc38.png||height="261" width="445"]]
160 160  
161 -(% style="text-align:center" %)
162 -[[image:1638175397453-878.png]]
163 163  
164 -
165 165  A letter will be produced for all identified child dependents.
166 166  
167 167  
168 -(% style="text-align:center" %)
169 -[[image:1638175520700-236.png]]
143 +[[image:Group Risk Monthly Member Mainentance WFL_html_9de569734749e2e0.png||height="302" width="361"]]
170 170  
171 171  
172 172  This will now be the last step of the workflow. Click on (% style="color:#2980b9" %)**‘Done’** (%%)to end the process.
... ... @@ -173,7 +173,7 @@
173 173  
174 174  
175 175  
176 -(% style="break-before: page; text-align: center;" %)
150 +(% style="text-align: center;" %)
177 177  == (% style="color:#2980b9" %)**Disclaimer and Copyright**(%%) ==
178 178  
179 179  

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