Changes for page Monthly Member Maintenance Workflow
Last modified by Dominique Tricerri on 2021/12/01 11:12
<
>
edited by Dominique Tricerri
on 2021/12/01 11:06
on 2021/12/01 11:06
edited by Dominique Tricerri
on 2021/12/01 11:12
on 2021/12/01 11:12
Change comment:
Uploaded new attachment "1638357121131-851.png", version {1}
Summary
-
Page properties (1 modified, 0 added, 0 removed)
-
Attachments (0 modified, 3 added, 0 removed)
Details
- Page properties
-
- Content
-
... ... @@ -53,10 +53,9 @@ 53 53 54 54 Double-click the (% style="color:#2980b9" %)**‘Edit’** (%%)hyperlink to open the Batch Editor screen. 55 55 56 - 57 -(% style="break-before: page" %) 58 58 [[image:1638356773388-225.png]] 59 59 58 + 60 60 (% style="break-before: page" %) 61 61 The Batch Editor screen need to be captured as follows: 62 62 ... ... @@ -100,7 +100,7 @@ 100 100 (% style="text-align:center" %) 101 101 [[image:1638175179077-289.png]] 102 102 103 - 102 +(% style="break-before: page" %) 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 ... ... @@ -116,7 +116,7 @@ 116 116 (% style="text-align:center" %) 117 117 [[image:1638175209284-732.png]] 118 118 119 - 118 +(% style="break-before: page" %) 120 120 The lapse letter for all applicable policies will generate. 121 121 122 122 ... ... @@ -126,13 +126,13 @@ 126 126 127 127 In the next step the system will identify all policies that are in arrears. 128 128 128 + 129 129 Click on (% style="color:#2980b9" %)**‘Done’** (%%)to produce letters. 130 130 131 131 132 -(% style="text-align:center" %) 133 -[[image:1638175339482-431.png]] 132 +[[image:1638357011795-892.png]] 134 134 135 - 134 +(% style="break-before: page %) 136 136 A letter will be produced for all policies that are in arrears. 137 137 138 138 ... ... @@ -142,6 +142,7 @@ 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. 144 144 144 + 145 145 Click on (% style="color:#2980b9" %)**‘Done’**(%%) to produce letters. 146 146 147 147
- 1638356978184-131.png
-
- Author
-
... ... @@ -1,0 +1,1 @@ 1 +XWiki.dominiquet - Size
-
... ... @@ -1,0 +1,1 @@ 1 +27.3 KB - Content
- 1638357011795-892.png
-
- Author
-
... ... @@ -1,0 +1,1 @@ 1 +XWiki.dominiquet - Size
-
... ... @@ -1,0 +1,1 @@ 1 +27.1 KB - Content
- 1638357121131-851.png
-
- Author
-
... ... @@ -1,0 +1,1 @@ 1 +XWiki.dominiquet - Size
-
... ... @@ -1,0 +1,1 @@ 1 +16.5 KB - Content