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 < 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
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1 -XWiki.dominiquet
1 +XWiki.megank
Content
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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 +(% 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  
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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.
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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  
117 117  
118 -(% style="text-align:center" %)
119 -[[image:1638175209284-732.png]]
109 + [[image:Group Risk Monthly Member Mainentance WFL_html_258682c323ae80df.png||height="261" width="447"]]
120 120  
121 121  
122 122  The lapse letter for all applicable policies will generate.
123 123  
124 124  
125 -(% style="text-align:center" %)
126 -[[image:1638175227506-779.png]]
115 +[[image:Group Risk Monthly Member Mainentance WFL_html_a294c16541320d76.png||height="326" width="389"]]
127 127  
128 128  
129 129  In the next step the system will identify all policies that are in arrears.
130 130  
131 -Click on (% style="color:#2980b9" %)**‘Done’** (%%)to produce letters.
120 +Click on **‘Done’** to produce letters.
132 132  
133 - ​​​​​​​
134 134  
135 -(% style="text-align:center" %)
136 -[[image:1638175339482-431.png]]
123 + [[image:Group Risk Monthly Member Mainentance WFL_html_1e74cc7abbb2811e.png||height="261" width="444"]]
137 137  
138 138  
139 139  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]]
129 +[[image:Group Risk Monthly Member Mainentance WFL_html_55db21f18750c260.png||height="320" width="380"]]
144 144  
145 145  
146 146  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.
134 +Click on **‘Done’** to produce letters.
149 149  
150 - ​​​​​​​
151 151  
152 -(% style="text-align:center" %)
153 -[[image:1638175397453-878.png]]
137 + [[image:Group Risk Monthly Member Mainentance WFL_html_e46d9e900eddbc38.png||height="261" width="445"]]
154 154  
155 155  
156 156  A letter will be produced for all identified child dependents.
157 157  
158 158  
159 -(% style="text-align:center" %)
160 -[[image:1638175520700-236.png]]
143 +[[image:Group Risk Monthly Member Mainentance WFL_html_9de569734749e2e0.png||height="302" width="361"]]
161 161  
162 162  
163 163  This will now be the last step of the workflow. Click on (% style="color:#2980b9" %)**‘Done’** (%%)to end the process.
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164 164  
165 165  
166 166  
167 -(% style="break-before: page; text-align: center;" %)
168 -= (% style="color:#2980b9" %)**Disclaimer and Copyright**(%%) =
150 +(% style="text-align: center;" %)
151 +== (% style="color:#2980b9" %)**Disclaimer and Copyright**(%%) ==
169 169  
170 170  
171 171  (% style="color:#2980b9" %)**DISCLAIMER**
... ... @@ -195,5 +195,4 @@
195 195  
196 196  
197 197  
198 -(% style="text-align:center" %)
199 199  [[image:Group Risk Monthly Member Mainentance WFL_html_8cba33b1e8c9fa24.gif||height="128" width="463"]]

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