Last modified by Dominique Tricerri on 2021/12/01 11:12

<
From version < 47.1 >
edited by Dominique Tricerri
on 2021/12/01 11:04
To version < 59.1 >
edited by Dominique Tricerri
on 2021/12/01 11:12
>
Change comment: There is no comment for this version

Summary

Details

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... ... @@ -53,9 +53,8 @@
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 -(% style="text-align:center" %)
58 -[[image:1638175088225-988.png]]
59 59  
60 60  (% style="break-before: page" %)
61 61  The Batch Editor screen need to be captured as follows:
... ... @@ -73,8 +73,7 @@
73 73  Then(% style="color:#2980b9" %)** ‘Save’**(%%) and (% style="color:#2980b9" %)**‘Execute’**(%%) the batch to implement the increase.
74 74  
75 75  
76 -(% style="text-align:center" %)
77 -[[image:1638175113275-709.png]]
75 +[[image:1638356726994-994.png]]
78 78  
79 79  
80 80  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.
... ... @@ -101,7 +101,7 @@
101 101  (% style="text-align:center" %)
102 102  [[image:1638175179077-289.png]]
103 103  
104 -
102 +(% style="break-before: page" %)
105 105  The reinstatement letter will be generated for all policies that are reinstated. These will need to checked for correctness and sent out to policyholders.
106 106  
107 107  
... ... @@ -117,7 +117,7 @@
117 117  (% style="text-align:center" %)
118 118  [[image:1638175209284-732.png]]
119 119  
120 -
118 +(% style="break-before: page" %)
121 121  The lapse letter for all applicable policies will generate.
122 122  
123 123  
... ... @@ -127,13 +127,13 @@
127 127  
128 128  In the next step the system will identify all policies that are in arrears.
129 129  
128 +
130 130  Click on (% style="color:#2980b9" %)**‘Done’** (%%)to produce letters.
131 131  
132 132  
133 -(% style="text-align:center" %)
134 -[[image:1638175339482-431.png]]
132 +[[image:1638357011795-892.png]]
135 135  
136 -
134 +(% style="break-before: page" %)
137 137  A letter will be produced for all policies that are in arrears.
138 138  
139 139  
... ... @@ -143,13 +143,12 @@
143 143  
144 144  In the next step the system will identify children dependents that are within 3 months of maximum eligibility age as setup in the rules.
145 145  
144 +
146 146  Click on (% style="color:#2980b9" %)**‘Done’**(%%) to produce letters.
147 147  
148 148  
149 -(% style="text-align:center" %)
150 -[[image:1638175397453-878.png]]
148 +[[image:1638357121131-851.png]]
151 151  
152 -
153 153  A letter will be produced for all identified child dependents.
154 154  
155 155  
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