Last modified by Dominique Tricerri on 2021/12/01 11:12
<
From version < 57.1 >
edited by Dominique Tricerri
on 2021/12/01 11:11
To version < 42.1 >
edited by Megan Kahl
on 2021/12/01 06:49
>
Change comment: There is no comment for this version

Summary

Details

Page properties
Author
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1 -XWiki.dominiquet
1 +XWiki.megank
Content
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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.
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80 80  Double-click it to open the workflow screen.
81 81  
82 82  
87 +
83 83  (% style="text-align:center" %)
84 -[[image:1638175134073-739.png||height="289" width="277"]]
89 +[[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.
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96 96  Click on (% style="color:#2980b9" %)**‘Done’**(%%) to process these.
97 97  
98 98  
104 + ​​​​​​​
105 +
99 99  (% style="text-align:center" %)
100 100  [[image:1638175179077-289.png]]
101 101  
102 -(% style="break-before: page" %)
109 +
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  
122 + ​​​​​​​
123 +
115 115  (% style="text-align:center" %)
116 116  [[image:1638175209284-732.png]]
117 117  
118 -(% style="break-before: page" %)
127 +
119 119  The lapse letter for all applicable policies will generate.
120 120  
121 121  
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125 125  
126 126  In the next step the system will identify all policies that are in arrears.
127 127  
128 -
129 129  Click on (% style="color:#2980b9" %)**‘Done’** (%%)to produce letters.
130 130  
131 131  
132 -[[image:1638357011795-892.png]]
140 + ​​​​​​​
133 133  
134 -(% style="break-before: page %)
142 +(% style="text-align:center" %)
143 +[[image:1638175339482-431.png]]
144 +
145 +
135 135  A letter will be produced for all policies that are in arrears.
136 136  
137 137  
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141 141  
142 142  In the next step the system will identify children dependents that are within 3 months of maximum eligibility age as setup in the rules.
143 143  
144 -
145 145  Click on (% style="color:#2980b9" %)**‘Done’**(%%) to produce letters.
146 146  
147 147  
158 + ​​​​​​​
159 +
148 148  (% style="text-align:center" %)
149 149  [[image:1638175397453-878.png]]
150 150  
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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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