Last modified by Dominique Tricerri on 2021/12/01 11:12
<
From version < 59.1 >
edited by Dominique Tricerri
on 2021/12/01 11:12
To version < 47.1 >
edited by Dominique Tricerri
on 2021/12/01 11:04
>
Change comment: Uploaded new attachment "1638356683208-236.png", version {1}

Summary

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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 +(% style="text-align:center" %)
58 +[[image:1638175088225-988.png]]
58 58  
59 59  (% style="break-before: page" %)
60 60  The Batch Editor screen need to be captured as follows:
... ... @@ -72,7 +72,8 @@
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]]
76 +(% style="text-align:center" %)
77 +[[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.
... ... @@ -99,7 +99,7 @@
99 99  (% style="text-align:center" %)
100 100  [[image:1638175179077-289.png]]
101 101  
102 -(% style="break-before: page" %)
104 +
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  
... ... @@ -115,7 +115,7 @@
115 115  (% style="text-align:center" %)
116 116  [[image:1638175209284-732.png]]
117 117  
118 -(% style="break-before: page" %)
120 +
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]]
133 +(% style="text-align:center" %)
134 +[[image:1638175339482-431.png]]
133 133  
134 -(% style="break-before: page" %)
136 +
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  
148 -[[image:1638357121131-851.png]]
149 +(% style="text-align:center" %)
150 +[[image:1638175397453-878.png]]
149 149  
152 +
150 150  A letter will be produced for all identified child dependents.
151 151  
152 152  
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