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 < 58.1 >
edited by Dominique Tricerri
on 2021/12/01 11:12
>
Change comment: Uploaded new attachment "1638357121131-851.png", version {1}

Summary

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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 57  
58 -(% style="text-align:center" %)
59 -[[image:1638175088225-988.png]]
60 -
61 -
59 +(% style="break-before: page" %)
62 62  The Batch Editor screen need to be captured as follows:
63 63  
64 64  
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74 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]]
75 +[[image:1638356726994-994.png]]
79 79  
80 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.
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84 84  
85 85  
86 86  (% style="text-align:center" %)
87 -[[image:1638175134073-739.png||height="448" width="429"]]
84 +[[image:1638175134073-739.png||height="289" width="277"]]
88 88  
89 89  
90 90  Click on (% style="color:#2980b9" %)**‘Done’**(%%) on the next screen to proceed to the next step.
... ... @@ -102,7 +102,7 @@
102 102  (% style="text-align:center" %)
103 103  [[image:1638175179077-289.png]]
104 104  
105 -
102 +(% style="break-before: page" %)
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  
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118 118  (% style="text-align:center" %)
119 119  [[image:1638175209284-732.png]]
120 120  
121 -
118 +(% style="break-before: page" %)
122 122  The lapse letter for all applicable policies will generate.
123 123  
124 124  
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128 128  
129 129  In the next step the system will identify all policies that are in arrears.
130 130  
128 +
131 131  Click on (% style="color:#2980b9" %)**‘Done’** (%%)to produce letters.
132 132  
133 - ​​​​​​​
134 134  
135 -(% style="text-align:center" %)
136 -[[image:1638175339482-431.png]]
132 +[[image:1638357011795-892.png]]
137 137  
138 -
134 +(% style="break-before: page %)
139 139  A letter will be produced for all policies that are in arrears.
140 140  
141 141  
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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  
144 +
148 148  Click on (% style="color:#2980b9" %)**‘Done’**(%%) to produce letters.
149 149  
150 - ​​​​​​​
151 151  
152 152  (% style="text-align:center" %)
153 153  [[image:1638175397453-878.png]]
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