Last modified by Dominique Tricerri on 2021/12/01 11:12
<
From version < 44.1 >
edited by Dominique Tricerri
on 2021/12/01 10:58
To version < 20.1 >
edited by Megan Kahl
on 2021/11/29 08:27
>
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1 -(% class="wikigeneratedid" id="HMONTHLYMEMBERMAINTENANCEWORKFLOW" style="text-align: center;" %)
2 -(% style="color:#2980b9; font-size:28px" %)**MONTHLY MEMBER MAINTENANCE WORKFLOW**
1 +**DISCLAIMER**
3 3  
3 +Please note, whilst care is taken to illustrate numerous scenarios, it is impossible to detail all instances and therefore this document should merely serve as a guide for the purposes of demonstrating system functionality and conducting employee training.
4 4  
5 +In accordance with the above paragraph, this training manual is published and distributed on the basis that EBSphere (Pty) Ltd is not responsible/accountable for any actions taken by users of information contained in this training manual nor for any error in or omission from this manual.
5 5  
6 -(% style="text-align: center;" %)
7 -(% style="color:#2980b9" %)**BY**
7 +EBSphere (Pty) Ltd does not accept any responsibility whatsoever for a misrepresentation performed by any person in respect of claims, losses or damage or any other matter, either direct or consequential arising out of or in relation to the use and reliance, whether wholly or partially, upon any information contained or products referred to in this manual.
8 8  
9 +Further, the contents of this training manual are subject to change without any notice and further highlight the need for this training manual to serve only as a guide.
9 9  
10 10  
11 -(% style="text-align:center" %)
12 -[[image:Group Risk Monthly Member Mainentance WFL_html_8cba33b1e8c9fa24.gif||height="128" width="463"]]
13 13  
14 -{{info}}
15 -(% style="break-before: page; text-align: center;" %)
16 -(% style="color:#2980b9; font-size:20px" %)**TABLE OF CONTENTS**
17 17  
18 18  
19 -{{toc/}}
20 20  
21 -
22 -{{/info}}
23 23  
24 24  
18 +**COPYRIGHT**
25 25  
26 -(% style="break-before: page; text-align: center;" %)
27 -= (% style="color:#2980b9" %)**Introduction**(%%) =
20 +This documentation and the software described in it is the exclusive property of EBSphere (Pty) Ltd. This manual or the software may not be copied in whole or part, without the express written consent of EBSphere (Pty) Ltd. Under the law, copying includes translating into another language or format.
28 28  
22 +EBSphere (Pty) Limited
29 29  
24 +P.O. Box 785803
25 +
26 +Sandton
27 +
28 +2146
29 +
30 +
31 +
32 +[[image:Group Risk Monthly Member Mainentance WFL_html_8cba33b1e8c9fa24.gif||height="96" width="344"]] [[image:Group Risk Monthly Member Mainentance WFL_html_857ba1e075348553.png||height="13" width="656"]]\\
33 +
34 +[[image:Group Risk Monthly Member Mainentance WFL_html_857ba1e075348553.png||height="13" width="656"]] //Introduction//
35 +
36 +
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:
31 31  
32 32  * Reinstate the policies that were lapsed during last month’s run due to outstanding premiums will be reactivated if the premiums are now received this month.
... ... @@ -39,161 +39,172 @@
39 39  
40 40  
41 41  
42 -(% style="break-before: page; text-align: center;" %)
43 -= (% style="color:#2980b9" %)**Policy Maintenance Process**(%%) =
44 44  
45 45  
46 46  
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]]
52 52  
53 53  
54 -Double-click the (% style="color:#2980b9" %)**‘Edit’** (%%)hyperlink to open the Batch Editor screen.
55 55  
56 56  
57 57  
58 -(% style="text-align:center" %)
59 -[[image:1638175088225-988.png]]
60 60  
61 61  
62 -The Batch Editor screen need to be captured as follows:
63 63  
64 64  
65 -(% style="color:#2980b9" %)**Client:**(%%)** **This field will default to the selected client.
66 66  
67 -(% style="color:#2980b9" %)**Paypoint: **(%%)This is a Paypoint the process is run. Select applicable paypoint from the drop-down list.
68 68  
69 -(% style="color:#2980b9" %)**Date 1: **(%%)This is the effective date the process is run on.
70 70  
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.
75 75  
76 76  
77 -(% style="text-align:center" %)
78 -[[image:1638175113275-709.png]]
79 79  
80 80  
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  
73 +
74 +
75 +
76 +
77 +
78 +
79 +
80 +
81 +[[image:Group Risk Monthly Member Mainentance WFL_html_857ba1e075348553.png||height="13" width="656"]] //Policy Maintenance Process//
82 +
83 +To initiate the process, select the **‘Monthly Member Maintenance’** batch from the Batch Management screen.
84 +
85 +[[image:Group Risk Monthly Member Mainentance WFL_html_8b7ebfbb27fef8c7.png||height="261" width="449"]]
86 +
87 +Double-click the **‘Edit’** hyperlink to open the Batch Editor screen.
88 +
89 +[[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"]]
90 +
91 +.
92 +
93 +
94 +
95 +
96 +
97 +
98 +
99 +
100 +
101 +
102 +The Batch Editor screen need to be captured as follows:
103 +
104 +**Client&nbsp;**This field will default to the selected client.
105 +
106 +**Paypoint&nbsp;**This is a Paypoint the process is run. Select applicable paypoint from the drop-down list.
107 +
108 +**Date 1&nbsp;**This is the effective date the process is run on.
109 +
110 +**Batch Ref&nbsp;**System generated and must not be edited / altered.
111 +
112 +Then **‘Save’** and **‘Execute’** the batch to implement the increase.
113 +
114 +[[image:Group Risk Monthly Member Mainentance WFL_html_97b35bfea8cc4e2b.gif||alt="Shape3"]] [[image:Group Risk Monthly Member Mainentance WFL_html_97b35bfea8cc4e2b.gif||alt="Shape2"]] [[image:Group Risk Monthly Member Mainentance WFL_html_240beb221288db8a.png||height="222" width="422"]]
115 +
116 +The **‘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.
117 +
83 83  Double-click it to open the workflow screen.
84 84  
120 +[[image:Group Risk Monthly Member Mainentance WFL_html_8c33d8071f600c70.gif||alt="Shape4"]] [[image:Group Risk Monthly Member Mainentance WFL_html_3547d285d3ca6fb8.png||height="221" width="212"]]
85 85  
86 -(% style="text-align:center" %)
87 -[[image:1638175134073-739.png||height="448" width="429"]]
88 88  
89 89  
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]]
95 95  
96 96  
128 +
129 +
130 +
131 +Click on **‘Done’** on the next screen to proceed to the next step.
132 +
133 +[[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"]]
134 +
97 97  The next step will reinstate and terminate policies. Please read the instructions on the screen carefully.
98 98  
99 -Click on (% style="color:#2980b9" %)**‘Done’**(%%) to process these.
137 +Click on **‘Done’** to process these.
100 100  
139 +[[image:Group Risk Monthly Member Mainentance WFL_html_a29df785f22ad6a1.gif||alt="Shape6"]] [[image:Group Risk Monthly Member Mainentance WFL_html_dc1965d2549e2d46.png||height="276" width="475"]]
101 101  
102 -(% style="text-align:center" %)
103 -[[image:1638175179077-289.png]]
104 104  
105 105  
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]]
111 111  
112 112  
113 -The next step will lapse applicable policies.
114 114  
115 -Click on(% style="color:#2980b9" %)** ‘Done’**(%%) to process these.
116 116  
117 117  
118 -(% style="text-align:center" %)
119 -[[image:1638175209284-732.png]]
120 120  
121 121  
122 -The lapse letter for all applicable policies will generate.
123 123  
153 +The reinstatement letter will be generated for all policies that are reinstated. These will need to checked for correctness and sent out to policyholders.
124 124  
125 -(% style="text-align:center" %)
126 -[[image:1638175227506-779.png]]
155 +[[image:Group Risk Monthly Member Mainentance WFL_html_22b8cddd1b579655.png||height="256" width="507"]]
127 127  
157 +The next step will lapse applicable policies.
128 128  
129 -In the next step the system will identify all policies that are in arrears.
159 +Cick on **‘Done’** to process these.
130 130  
131 -Click on (% style="color:#2980b9" %)**‘Done’** (%%)to produce letters.
161 +[[image:Group Risk Monthly Member Mainentance WFL_html_534c24b31d38afc4.gif||alt="Shape7"]] [[image:Group Risk Monthly Member Mainentance WFL_html_258682c323ae80df.png||height="261" width="447"]]
132 132  
133 - ​​​​​​​
134 134  
135 -(% style="text-align:center" %)
136 -[[image:1638175339482-431.png]]
137 137  
138 138  
139 -A letter will be produced for all policies that are in arrears.
140 140  
141 141  
142 -(% style="text-align:center" %)
143 -[[image:1638175363139-666.png]]
144 144  
145 145  
146 -In the next step the system will identify children dependents that are within 3 months of maximum eligibility age as setup in the rules.
147 147  
148 -Click on (% style="color:#2980b9" %)**‘Done’**(%%) to produce letters.
149 149  
150 - ​​​​​​​
151 151  
152 -(% style="text-align:center" %)
153 -[[image:1638175397453-878.png]]
154 154  
155 155  
156 -A letter will be produced for all identified child dependents.
175 +The lapse letter for all applicable policies will generate.
157 157  
177 +[[image:Group Risk Monthly Member Mainentance WFL_html_a294c16541320d76.png||height="326" width="389"]]
158 158  
159 -(% style="text-align:center" %)
160 -[[image:1638175520700-236.png]]
179 +In the next step the system will identify all policies that are in arrears.
161 161  
181 +Cick on **‘Done’** to produce letters.
162 162  
163 -This will now be the last step of the workflow. Click on (% style="color:#2980b9" %)**‘Done’** (%%)to end the process.
183 +[[image:Group Risk Monthly Member Mainentance WFL_html_fd1ce57210c99390.gif||alt="Shape8"]] [[image:Group Risk Monthly Member Mainentance WFL_html_1e74cc7abbb2811e.png||height="261" width="444"]]
164 164  
165 165  
166 166  
167 -(% style="break-before: page; text-align: center;" %)
168 -= (% style="color:#2980b9" %)**Disclaimer and Copyright**(%%) =
169 169  
170 170  
171 -(% style="color:#2980b9" %)**DISCLAIMER**
172 172  
173 -Please note, whilst care is taken to illustrate numerous scenarios, it is impossible to detail all instances and therefore this document should merely serve as a guide for the purposes of demonstrating system functionality and conducting employee training.
174 174  
175 -In accordance with the above paragraph, this training manual is published and distributed on the basis that EBSphere (Pty) Ltd is not responsible/accountable for any actions taken by users of information contained in this training manual nor for any error in or omission from this manual.
176 176  
177 -EBSphere (Pty) Ltd does not accept any responsibility whatsoever for a misrepresentation performed by any person in respect of claims, losses or damage or any other matter, either direct or consequential arising out of or in relation to the use and reliance, whether wholly or partially, upon any information contained or products referred to in this manual.
178 178  
179 -Further, the contents of this training manual are subject to change without any notice and further highlight the need for this training manual to serve only as a guide.
193 +A letter will be produced for all policies that are in arrears.
180 180  
195 +[[image:Group Risk Monthly Member Mainentance WFL_html_55db21f18750c260.png||height="320" width="380"]]
181 181  
197 +{{id name="_Hlk48747564"/}}In the next step the system will identify children dependents that are within 3 months of maximum eligibility age as setup in the rules.
182 182  
183 -(% style="color:#2980b9" %)**COPYRIGHT**
199 +Click on **‘Done’** to produce letters.
184 184  
185 -This documentation and the software described in it is the exclusive property of EBSphere (Pty) Ltd. This manual or the software may not be copied in whole or part, without the express written consent of EBSphere (Pty) Ltd. Under the law, copying includes translating into another language or format.
201 +[[image:Group Risk Monthly Member Mainentance WFL_html_fe39b9af7601cde9.gif||alt="Shape9"]] [[image:Group Risk Monthly Member Mainentance WFL_html_e46d9e900eddbc38.png||height="261" width="445"]]
186 186  
187 187  
188 -EBSphere (Pty) Limited
189 189  
190 -P.O. Box 785803
191 191  
192 -Sandton
193 193  
194 -2146
195 195  
196 196  
197 197  
198 -(% style="text-align:center" %)
199 -[[image:Group Risk Monthly Member Mainentance WFL_html_8cba33b1e8c9fa24.gif||height="128" width="463"]]
210 +
211 +A letter will be produced for all identified child dependents.
212 +
213 +[[image:Group Risk Monthly Member Mainentance WFL_html_9de569734749e2e0.png||height="302" width="361"]]
214 +
215 +This will now be the last step of the workflow. Click on **‘Done’** to end the process.
216 +
217 +
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