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 < 58.1 >
edited by Dominique Tricerri
on 2021/12/01 11:12
>
Change comment: Uploaded new attachment "1638357121131-851.png", version {1}

Summary

Details

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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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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  
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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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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 88  (% style="text-align:center" %)
89 -[[image:1638175134073-739.png||height="448" width="429"]]
84 +[[image:1638175134073-739.png||height="289" width="277"]]
90 90  
91 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 96  (% style="text-align:center" %)
97 97  [[image:1638175154466-237.png]]
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102 102  Click on (% style="color:#2980b9" %)**‘Done’**(%%) to process these.
103 103  
104 104  
105 - ​​​​​​​
106 -
107 107  (% style="text-align:center" %)
108 108  [[image:1638175179077-289.png]]
109 109  
110 -
102 +(% style="break-before: page" %)
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  
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120 120  Click on(% style="color:#2980b9" %)** ‘Done’**(%%) to process these.
121 121  
122 122  
123 - ​​​​​​​
124 -
125 125  (% style="text-align:center" %)
126 126  [[image:1638175209284-732.png]]
127 127  
128 -
118 +(% style="break-before: page" %)
129 129  The lapse letter for all applicable policies will generate.
130 130  
131 131  
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135 135  
136 136  In the next step the system will identify all policies that are in arrears.
137 137  
128 +
138 138  Click on (% style="color:#2980b9" %)**‘Done’** (%%)to produce letters.
139 139  
140 140  
141 - ​​​​​​​
132 +[[image:1638357011795-892.png]]
142 142  
143 -(% style="text-align:center" %)
144 -[[image:1638175339482-431.png]]
145 -
146 -
134 +(% style="break-before: page %)
147 147  A letter will be produced for all policies that are in arrears.
148 148  
149 149  
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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  
144 +
156 156  Click on (% style="color:#2980b9" %)**‘Done’**(%%) to produce letters.
157 157  
158 158  
159 - ​​​​​​​
160 -
161 161  (% style="text-align:center" %)
162 162  [[image:1638175397453-878.png]]
163 163  
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174 174  
175 175  
176 176  (% style="break-before: page; text-align: center;" %)
177 -== (% style="color:#2980b9" %)**Disclaimer and Copyright**(%%) ==
164 += (% style="color:#2980b9" %)**Disclaimer and Copyright**(%%) =
178 178  
179 179  
180 180  (% style="color:#2980b9" %)**DISCLAIMER**
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204 204  
205 205  
206 206  
194 +(% style="text-align:center" %)
207 207  [[image:Group Risk Monthly Member Mainentance WFL_html_8cba33b1e8c9fa24.gif||height="128" width="463"]]
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