Last modified by Dominique Tricerri on 2021/12/01 11:12
<
From version < 54.1 >
edited by Dominique Tricerri
on 2021/12/01 11:09
To version < 40.1 >
edited by Megan Kahl
on 2021/11/29 08:48
>
Change comment: There is no comment for this version

Summary

Details

Page properties
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1 -XWiki.dominiquet
1 +XWiki.megank
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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  
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24 24  
25 25  
26 26  (% style="break-before: page; text-align: center;" %)
27 -= (% style="color:#2980b9" %)**Introduction**(%%) =
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:
... ... @@ -40,7 +40,7 @@
40 40  
41 41  
42 42  (% style="break-before: page; text-align: center;" %)
43 -= (% style="color:#2980b9" %)**Policy Maintenance Process**(%%) =
43 +== (% style="color:#2980b9" %)**Policy Maintenance Process**(%%) ==
44 44  
45 45  
46 46  
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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]]
57 57  
57 +[[image:Group Risk Monthly Member Mainentance WFL_html_97b35bfea8cc4e2b.gif||alt="Shape1"]]
58 58  
59 -(% style="break-before: page" %)
59 +(% style="text-align:center" %)
60 +[[image:1638175088225-988.png]]
61 +
62 +
60 60  The Batch Editor screen need to be captured as follows:
61 61  
62 62  
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72 72  Then(% style="color:#2980b9" %)** ‘Save’**(%%) and (% style="color:#2980b9" %)**‘Execute’**(%%) the batch to implement the increase.
73 73  
74 74  
75 -[[image:1638356726994-994.png]]
78 +(% style="text-align:center" %)
79 +[[image:1638175113275-709.png]]
76 76  
77 77  
78 78  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.
... ... @@ -80,13 +80,17 @@
80 80  Double-click it to open the workflow screen.
81 81  
82 82  
87 + ​​​​​​​
88 +
83 83  (% style="text-align:center" %)
84 -[[image:1638175134073-739.png||height="289" width="277"]]
90 +[[image:1638175134073-739.png||height="448" width="429"]]
85 85  
86 86  
87 87  Click on (% style="color:#2980b9" %)**‘Done’**(%%) on the next screen to proceed to the next step.
88 88  
89 89  
96 +[[image:Group Risk Monthly Member Mainentance WFL_html_b9ed8be2610c2a4d.gif||alt="Shape5"]] ​​​​​​​
97 +
90 90  (% style="text-align:center" %)
91 91  [[image:1638175154466-237.png]]
92 92  
... ... @@ -96,10 +96,12 @@
96 96  Click on (% style="color:#2980b9" %)**‘Done’**(%%) to process these.
97 97  
98 98  
107 + ​​​​​​​
108 +
99 99  (% style="text-align:center" %)
100 100  [[image:1638175179077-289.png]]
101 101  
102 -(% style="break-before: page" %)
112 +
103 103  The reinstatement letter will be generated for all policies that are reinstated. These will need to checked for correctness and sent out to policyholders.
104 104  
105 105  
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112 112  Click on(% style="color:#2980b9" %)** ‘Done’**(%%) to process these.
113 113  
114 114  
125 + ​​​​​​​
126 +
115 115  (% style="text-align:center" %)
116 116  [[image:1638175209284-732.png]]
117 117  
118 -(% style="break-before: page %)
130 +
119 119  The lapse letter for all applicable policies will generate.
120 120  
121 121  
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128 128  Click on (% style="color:#2980b9" %)**‘Done’** (%%)to produce letters.
129 129  
130 130  
143 + ​​​​​​​
144 +
131 131  (% style="text-align:center" %)
132 132  [[image:1638175339482-431.png]]
133 133  
... ... @@ -144,6 +144,8 @@
144 144  Click on (% style="color:#2980b9" %)**‘Done’**(%%) to produce letters.
145 145  
146 146  
161 + ​​​​​​​
162 +
147 147  (% style="text-align:center" %)
148 148  [[image:1638175397453-878.png]]
149 149  
... ... @@ -160,7 +160,7 @@
160 160  
161 161  
162 162  (% style="break-before: page; text-align: center;" %)
163 -= (% style="color:#2980b9" %)**Disclaimer and Copyright**(%%) =
179 +== (% style="color:#2980b9" %)**Disclaimer and Copyright**(%%) ==
164 164  
165 165  
166 166  (% style="color:#2980b9" %)**DISCLAIMER**
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190 190  
191 191  
192 192  
193 -(% style="text-align:center" %)
194 194  [[image:Group Risk Monthly Member Mainentance WFL_html_8cba33b1e8c9fa24.gif||height="128" width="463"]]
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