Last modified by Dominique Tricerri on 2021/12/01 11:12
<
From version < 42.1 >
edited by Megan Kahl
on 2021/12/01 06:49
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

Page properties
Content
... ... @@ -1,5 +1,5 @@
1 -(% class="wikigeneratedid" id="HMONTHLYMEMBERMAINTENANCEWORKFLOW" style="text-align: center;" %)
2 -(% style="color:#2980b9; font-size:28px" %)**MONTHLY MEMBER MAINTENANCE WORKFLOW**
1 +(% style="text-align: center;" %)
2 += (% style="color:#2980b9; font-size:28px" %)**MONTHLY MEMBER MAINTENANCE WORKFLOW**(%%) =
3 3  
4 4  
5 5  
... ... @@ -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  
... ... @@ -23,8 +23,8 @@
23 23  
24 24  
25 25  
26 -(% style="break-before: page; text-align: center;" %)
27 -= (% style="color:#2980b9" %)**Introduction**(%%) =
26 +(% style="text-align: center;" %)
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:
... ... @@ -39,8 +39,8 @@
39 39  
40 40  
41 41  
42 -(% style="break-before: page; text-align: center;" %)
43 -= (% style="color:#2980b9" %)**Policy Maintenance Process**(%%) =
42 +(% style="text-align: center;" %)
43 +== (% style="color:#2980b9" %)**Policy Maintenance Process**(%%) ==
44 44  
45 45  
46 46  
... ... @@ -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  
... ... @@ -72,28 +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 94  
95 -(% style="text-align:center" %)
96 -[[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"]]
97 97  
98 98  
99 99  The next step will reinstate and terminate policies. Please read the instructions on the screen carefully.
... ... @@ -101,71 +101,55 @@
101 101  Click on (% style="color:#2980b9" %)**‘Done’**(%%) to process these.
102 102  
103 103  
104 - ​​​​​​​
95 + [[image:Group Risk Monthly Member Mainentance WFL_html_dc1965d2549e2d46.png||height="276" width="475"]]
105 105  
106 -(% style="text-align:center" %)
107 -[[image:1638175179077-289.png]]
108 108  
109 -
110 110  The reinstatement letter will be generated for all policies that are reinstated. These will need to checked for correctness and sent out to policyholders.
111 111  
112 112  
113 -(% style="text-align:center" %)
114 -[[image:1638175193627-120.png]]
101 +[[image:Group Risk Monthly Member Mainentance WFL_html_22b8cddd1b579655.png||height="256" width="507"]]
115 115  
116 116  
117 117  The next step will lapse applicable policies.
118 118  
119 -Click on(% style="color:#2980b9" %)** ‘Done’**(%%) to process these.
106 +Click on(% style="color:#2980b9" %)** ‘Done’**(%%) to process these.
120 120  
121 121  
122 - ​​​​​​​
109 + [[image:Group Risk Monthly Member Mainentance WFL_html_258682c323ae80df.png||height="261" width="447"]]
123 123  
124 -(% style="text-align:center" %)
125 -[[image:1638175209284-732.png]]
126 126  
127 -
128 128  The lapse letter for all applicable policies will generate.
129 129  
130 130  
131 -(% style="text-align:center" %)
132 -[[image:1638175227506-779.png]]
115 +[[image:Group Risk Monthly Member Mainentance WFL_html_a294c16541320d76.png||height="326" width="389"]]
133 133  
134 134  
135 135  In the next step the system will identify all policies that are in arrears.
136 136  
137 -Click on (% style="color:#2980b9" %)**‘Done’** (%%)to produce letters.
120 +Click on **‘Done’** to produce letters.
138 138  
139 139  
140 - ​​​​​​​
123 + [[image:Group Risk Monthly Member Mainentance WFL_html_1e74cc7abbb2811e.png||height="261" width="444"]]
141 141  
142 -(% style="text-align:center" %)
143 -[[image:1638175339482-431.png]]
144 144  
145 -
146 146  A letter will be produced for all policies that are in arrears.
147 147  
148 148  
149 -(% style="text-align:center" %)
150 -[[image:1638175363139-666.png]]
129 +[[image:Group Risk Monthly Member Mainentance WFL_html_55db21f18750c260.png||height="320" width="380"]]
151 151  
152 152  
153 153  In the next step the system will identify children dependents that are within 3 months of maximum eligibility age as setup in the rules.
154 154  
155 -Click on (% style="color:#2980b9" %)**‘Done’**(%%) to produce letters.
134 +Click on **‘Done’** to produce letters.
156 156  
157 157  
158 - ​​​​​​​
137 + [[image:Group Risk Monthly Member Mainentance WFL_html_e46d9e900eddbc38.png||height="261" width="445"]]
159 159  
160 -(% style="text-align:center" %)
161 -[[image:1638175397453-878.png]]
162 162  
163 -
164 164  A letter will be produced for all identified child dependents.
165 165  
166 166  
167 -(% style="text-align:center" %)
168 -[[image:1638175520700-236.png]]
143 +[[image:Group Risk Monthly Member Mainentance WFL_html_9de569734749e2e0.png||height="302" width="361"]]
169 169  
170 170  
171 171  This will now be the last step of the workflow. Click on (% style="color:#2980b9" %)**‘Done’** (%%)to end the process.
... ... @@ -172,8 +172,8 @@
172 172  
173 173  
174 174  
175 -(% style="break-before: page; text-align: center;" %)
176 -= (% style="color:#2980b9" %)**Disclaimer and Copyright**(%%) =
150 +(% style="text-align: center;" %)
151 +== (% style="color:#2980b9" %)**Disclaimer and Copyright**(%%) ==
177 177  
178 178  
179 179  (% style="color:#2980b9" %)**DISCLAIMER**

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