Last modified by Dominique Tricerri on 2021/12/01 11:12
<
From version < 50.1 >
edited by Dominique Tricerri
on 2021/12/01 11:06
To version < 30.1 >
edited by Megan Kahl
on 2021/11/29 08:39
>
Change comment: Uploaded new attachment "1638175154466-237.png", version {1}

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1 -XWiki.dominiquet
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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  
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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  
57 -(% style="break-before: page" %)
58 -[[image:1638356773388-225.png]]
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"]]
59 59  
60 -(% style="break-before: page" %)
58 +
61 61  The Batch Editor screen need to be captured as follows:
62 62  
63 63  
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70 70  (% style="color:#2980b9" %)**Batch Ref:**(%%)** **System generated and must not be edited / altered.
71 71  
72 72  
73 -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.
74 74  
73 + [[image:Group Risk Monthly Member Mainentance WFL_html_240beb221288db8a.png||height="222" width="422"]]
75 75  
76 -[[image:1638356726994-994.png]]
77 77  
78 -
79 79  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.
80 80  
81 81  Double-click it to open the workflow screen.
82 82  
83 83  
84 -(% style="text-align:center" %)
85 -[[image:1638175134073-739.png||height="289" width="277"]]
81 + [[image:Group Risk Monthly Member Mainentance WFL_html_3547d285d3ca6fb8.png||height="221" width="212"]]
86 86  
87 87  
88 88  Click on (% style="color:#2980b9" %)**‘Done’**(%%) on the next screen to proceed to the next step.
89 89  
90 90  
91 -(% style="text-align:center" %)
92 -[[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"]]
93 93  
94 94  
95 95  The next step will reinstate and terminate policies. Please read the instructions on the screen carefully.
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97 97  Click on (% style="color:#2980b9" %)**‘Done’**(%%) to process these.
98 98  
99 99  
100 -(% style="text-align:center" %)
101 -[[image:1638175179077-289.png]]
95 + [[image:Group Risk Monthly Member Mainentance WFL_html_dc1965d2549e2d46.png||height="276" width="475"]]
102 102  
103 103  
104 104  The reinstatement letter will be generated for all policies that are reinstated. These will need to checked for correctness and sent out to policyholders.
105 105  
106 106  
107 -(% style="text-align:center" %)
108 -[[image:1638175193627-120.png]]
101 +[[image:Group Risk Monthly Member Mainentance WFL_html_22b8cddd1b579655.png||height="256" width="507"]]
109 109  
110 110  
111 111  The next step will lapse applicable policies.
112 112  
113 -Click on(% style="color:#2980b9" %)** ‘Done’**(%%) to process these.
106 +Click on(% style="color:#2980b9" %)** ‘Done’**(%%) to process these.
114 114  
115 115  
116 -(% style="text-align:center" %)
117 -[[image:1638175209284-732.png]]
109 + [[image:Group Risk Monthly Member Mainentance WFL_html_258682c323ae80df.png||height="261" width="447"]]
118 118  
119 119  
120 120  The lapse letter for all applicable policies will generate.
121 121  
122 122  
123 -(% style="text-align:center" %)
124 -[[image:1638175227506-779.png]]
115 +[[image:Group Risk Monthly Member Mainentance WFL_html_a294c16541320d76.png||height="326" width="389"]]
125 125  
126 126  
127 127  In the next step the system will identify all policies that are in arrears.
128 128  
129 -Click on (% style="color:#2980b9" %)**‘Done’** (%%)to produce letters.
120 +Click on **‘Done’** to produce letters.
130 130  
131 131  
132 -(% style="text-align:center" %)
133 -[[image:1638175339482-431.png]]
123 + [[image:Group Risk Monthly Member Mainentance WFL_html_1e74cc7abbb2811e.png||height="261" width="444"]]
134 134  
135 135  
136 136  A letter will be produced for all policies that are in arrears.
137 137  
138 138  
139 -(% style="text-align:center" %)
140 -[[image:1638175363139-666.png]]
129 +[[image:Group Risk Monthly Member Mainentance WFL_html_55db21f18750c260.png||height="320" width="380"]]
141 141  
142 142  
143 143  In the next step the system will identify children dependents that are within 3 months of maximum eligibility age as setup in the rules.
144 144  
145 -Click on (% style="color:#2980b9" %)**‘Done’**(%%) to produce letters.
134 +Click on **‘Done’** to produce letters.
146 146  
147 147  
148 -(% style="text-align:center" %)
149 -[[image:1638175397453-878.png]]
137 + [[image:Group Risk Monthly Member Mainentance WFL_html_e46d9e900eddbc38.png||height="261" width="445"]]
150 150  
151 151  
152 152  A letter will be produced for all identified child dependents.
153 153  
154 154  
155 -(% style="text-align:center" %)
156 -[[image:1638175520700-236.png]]
143 +[[image:Group Risk Monthly Member Mainentance WFL_html_9de569734749e2e0.png||height="302" width="361"]]
157 157  
158 158  
159 159  This will now be the last step of the workflow. Click on (% style="color:#2980b9" %)**‘Done’** (%%)to end the process.
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160 160  
161 161  
162 162  
163 -(% style="break-before: page; text-align: center;" %)
164 -= (% style="color:#2980b9" %)**Disclaimer and Copyright**(%%) =
150 +(% style="text-align: center;" %)
151 +== (% style="color:#2980b9" %)**Disclaimer and Copyright**(%%) ==
165 165  
166 166  
167 167  (% style="color:#2980b9" %)**DISCLAIMER**
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191 191  
192 192  
193 193  
194 -(% style="text-align:center" %)
195 195  [[image:Group Risk Monthly Member Mainentance WFL_html_8cba33b1e8c9fa24.gif||height="128" width="463"]]
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