Last modified by Dominique Tricerri on 2021/12/01 11:12
<
From version < 43.1 >
edited by Dominique Tricerri
on 2021/12/01 10:57
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
Author
... ... @@ -1,1 +1,1 @@
1 -XWiki.dominiquet
1 +XWiki.megank
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  
... ... @@ -47,18 +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  
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"]]
57 57  
58 -(% style="text-align:center" %)
59 -[[image:1638175088225-988.png]]
60 60  
61 -
62 62  The Batch Editor screen need to be captured as follows:
63 63  
64 64  
... ... @@ -71,27 +71,23 @@
71 71  (% style="color:#2980b9" %)**Batch Ref:**(%%)** **System generated and must not be edited / altered.
72 72  
73 73  
74 -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.
75 75  
73 + [[image:Group Risk Monthly Member Mainentance WFL_html_240beb221288db8a.png||height="222" width="422"]]
76 76  
77 -(% style="text-align:center" %)
78 -[[image:1638175113275-709.png]]
79 79  
80 -
81 81  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.
82 82  
83 83  Double-click it to open the workflow screen.
84 84  
85 85  
86 -(% style="text-align:center" %)
87 -[[image:1638175134073-739.png||height="448" width="429"]]
81 + [[image:Group Risk Monthly Member Mainentance WFL_html_3547d285d3ca6fb8.png||height="221" width="212"]]
88 88  
89 89  
90 90  Click on (% style="color:#2980b9" %)**‘Done’**(%%) on the next screen to proceed to the next step.
91 91  
92 92  
93 -(% style="text-align:center" %)
94 -[[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"]]
95 95  
96 96  
97 97  The next step will reinstate and terminate policies. Please read the instructions on the screen carefully.
... ... @@ -99,66 +99,55 @@
99 99  Click on (% style="color:#2980b9" %)**‘Done’**(%%) to process these.
100 100  
101 101  
102 -(% style="text-align:center" %)
103 -[[image:1638175179077-289.png]]
95 + [[image:Group Risk Monthly Member Mainentance WFL_html_dc1965d2549e2d46.png||height="276" width="475"]]
104 104  
105 105  
106 106  The reinstatement letter will be generated for all policies that are reinstated. These will need to checked for correctness and sent out to policyholders.
107 107  
108 108  
109 -(% style="text-align:center" %)
110 -[[image:1638175193627-120.png]]
101 +[[image:Group Risk Monthly Member Mainentance WFL_html_22b8cddd1b579655.png||height="256" width="507"]]
111 111  
112 112  
113 113  The next step will lapse applicable policies.
114 114  
115 -Click on(% style="color:#2980b9" %)** ‘Done’**(%%) to process these.
106 +Click on(% style="color:#2980b9" %)** ‘Done’**(%%) to process these.
116 116  
117 - ​​​​​​​
118 118  
119 -(% style="text-align:center" %)
120 -[[image:1638175209284-732.png]]
109 + [[image:Group Risk Monthly Member Mainentance WFL_html_258682c323ae80df.png||height="261" width="447"]]
121 121  
122 122  
123 123  The lapse letter for all applicable policies will generate.
124 124  
125 125  
126 -(% style="text-align:center" %)
127 -[[image:1638175227506-779.png]]
115 +[[image:Group Risk Monthly Member Mainentance WFL_html_a294c16541320d76.png||height="326" width="389"]]
128 128  
129 129  
130 130  In the next step the system will identify all policies that are in arrears.
131 131  
132 -Click on (% style="color:#2980b9" %)**‘Done’** (%%)to produce letters.
120 +Click on **‘Done’** to produce letters.
133 133  
134 - ​​​​​​​
135 135  
136 -(% style="text-align:center" %)
137 -[[image:1638175339482-431.png]]
123 + [[image:Group Risk Monthly Member Mainentance WFL_html_1e74cc7abbb2811e.png||height="261" width="444"]]
138 138  
139 139  
140 140  A letter will be produced for all policies that are in arrears.
141 141  
142 142  
143 -(% style="text-align:center" %)
144 -[[image:1638175363139-666.png]]
129 +[[image:Group Risk Monthly Member Mainentance WFL_html_55db21f18750c260.png||height="320" width="380"]]
145 145  
146 146  
147 147  In the next step the system will identify children dependents that are within 3 months of maximum eligibility age as setup in the rules.
148 148  
149 -Click on (% style="color:#2980b9" %)**‘Done’**(%%) to produce letters.
134 +Click on **‘Done’** to produce letters.
150 150  
151 - ​​​​​​​
152 152  
153 -(% style="text-align:center" %)
154 -[[image:1638175397453-878.png]]
137 + [[image:Group Risk Monthly Member Mainentance WFL_html_e46d9e900eddbc38.png||height="261" width="445"]]
155 155  
156 156  
157 157  A letter will be produced for all identified child dependents.
158 158  
159 159  
160 -(% style="text-align:center" %)
161 -[[image:1638175520700-236.png]]
143 +[[image:Group Risk Monthly Member Mainentance WFL_html_9de569734749e2e0.png||height="302" width="361"]]
162 162  
163 163  
164 164  This will now be the last step of the workflow. Click on (% style="color:#2980b9" %)**‘Done’** (%%)to end the process.
... ... @@ -165,8 +165,8 @@
165 165  
166 166  
167 167  
168 -(% style="break-before: page; text-align: center;" %)
169 -= (% style="color:#2980b9" %)**Disclaimer and Copyright**(%%) =
150 +(% style="text-align: center;" %)
151 +== (% style="color:#2980b9" %)**Disclaimer and Copyright**(%%) ==
170 170  
171 171  
172 172  (% style="color:#2980b9" %)**DISCLAIMER**

Applications

Navigation

Need help?

If you need help with XWiki you can contact: