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 < 59.1 >
edited by Dominique Tricerri
on 2021/12/01 11:12
>
Change comment: There is no comment for this version

Summary

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Page properties
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1 -XWiki.megank
1 +XWiki.dominiquet
Content
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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.
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101 101  Click on (% style="color:#2980b9" %)**‘Done’**(%%) to process these.
102 102  
103 103  
104 - ​​​​​​​
105 -
106 106  (% style="text-align:center" %)
107 107  [[image:1638175179077-289.png]]
108 108  
109 -
102 +(% style="break-before: page" %)
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  
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119 119  Click on(% style="color:#2980b9" %)** ‘Done’**(%%) to process these.
120 120  
121 121  
122 - ​​​​​​​
123 -
124 124  (% style="text-align:center" %)
125 125  [[image:1638175209284-732.png]]
126 126  
127 -
118 +(% style="break-before: page" %)
128 128  The lapse letter for all applicable policies will generate.
129 129  
130 130  
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134 134  
135 135  In the next step the system will identify all policies that are in arrears.
136 136  
128 +
137 137  Click on (% style="color:#2980b9" %)**‘Done’** (%%)to produce letters.
138 138  
139 139  
140 - ​​​​​​​
132 +[[image:1638357011795-892.png]]
141 141  
142 -(% style="text-align:center" %)
143 -[[image:1638175339482-431.png]]
144 -
145 -
134 +(% style="break-before: page" %)
146 146  A letter will be produced for all policies that are in arrears.
147 147  
148 148  
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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  
144 +
155 155  Click on (% style="color:#2980b9" %)**‘Done’**(%%) to produce letters.
156 156  
157 157  
158 - ​​​​​​​
148 +[[image:1638357121131-851.png]]
159 159  
160 -(% style="text-align:center" %)
161 -[[image:1638175397453-878.png]]
162 -
163 -
164 164  A letter will be produced for all identified child dependents.
165 165  
166 166  
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203 203  
204 204  
205 205  
192 +(% style="text-align:center" %)
206 206  [[image:Group Risk Monthly Member Mainentance WFL_html_8cba33b1e8c9fa24.gif||height="128" width="463"]]
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