Last modified by Dominique Tricerri on 2021/12/01 11:12
<
From version < 60.1
edited by Dominique Tricerri
on 2021/12/01 11:12
To version < 41.1 >
edited by Megan Kahl
on 2021/11/29 08:49
Change comment: There is no comment for this version

Summary

Details

Page properties
Author
... ... @@ -1,1 +1,1 @@
1 -XWiki.dominiquet
1 +XWiki.megank
Content
... ... @@ -1,5 +1,5 @@
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  
... ... @@ -24,7 +24,7 @@
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  
... ... @@ -53,10 +53,13 @@
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  
... ... @@ -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]]
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.
... ... @@ -80,12 +80,14 @@
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.
88 88  
94 + ​​​​​​​
89 89  
90 90  (% style="text-align:center" %)
91 91  [[image:1638175154466-237.png]]
... ... @@ -96,10 +96,12 @@
96 96  Click on (% style="color:#2980b9" %)**‘Done’**(%%) to process these.
97 97  
98 98  
105 + ​​​​​​​
106 +
99 99  (% style="text-align:center" %)
100 100  [[image:1638175179077-289.png]]
101 101  
102 -(% style="break-before: page" %)
110 +
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  
... ... @@ -112,10 +112,12 @@
112 112  Click on(% style="color:#2980b9" %)** ‘Done’**(%%) to process these.
113 113  
114 114  
123 + ​​​​​​​
124 +
115 115  (% style="text-align:center" %)
116 116  [[image:1638175209284-732.png]]
117 117  
118 -(% style="break-before: page" %)
128 +
119 119  The lapse letter for all applicable policies will generate.
120 120  
121 121  
... ... @@ -125,13 +125,15 @@
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]]
141 + ​​​​​​​
133 133  
134 -(% style="break-before: page" %)
143 +(% style="text-align:center" %)
144 +[[image:1638175339482-431.png]]
145 +
146 +
135 135  A letter will be produced for all policies that are in arrears.
136 136  
137 137  
... ... @@ -141,13 +141,15 @@
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]]'
159 + ​​​​​​​
149 149  
150 -(% style="break-before: page %)
161 +(% style="text-align:center" %)
162 +[[image:1638175397453-878.png]]
163 +
164 +
151 151  A letter will be produced for all identified child dependents.
152 152  
153 153  
... ... @@ -160,7 +160,7 @@
160 160  
161 161  
162 162  (% style="break-before: page; text-align: center;" %)
163 -= (% style="color:#2980b9" %)**Disclaimer and Copyright**(%%) =
177 +== (% style="color:#2980b9" %)**Disclaimer and Copyright**(%%) ==
164 164  
165 165  
166 166  (% style="color:#2980b9" %)**DISCLAIMER**
... ... @@ -190,5 +190,4 @@
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"]]
1638356683208-236.png
Author
... ... @@ -1,1 +1,0 @@
1 -XWiki.dominiquet
Size
... ... @@ -1,1 +1,0 @@
1 -18.9 KB
Content
1638356726994-994.png
Author
... ... @@ -1,1 +1,0 @@
1 -XWiki.dominiquet
Size
... ... @@ -1,1 +1,0 @@
1 -33.5 KB
Content
1638356773388-225.png
Author
... ... @@ -1,1 +1,0 @@
1 -XWiki.dominiquet
Size
... ... @@ -1,1 +1,0 @@
1 -24.2 KB
Content
1638356978184-131.png
Author
... ... @@ -1,1 +1,0 @@
1 -XWiki.dominiquet
Size
... ... @@ -1,1 +1,0 @@
1 -27.3 KB
Content
1638357011795-892.png
Author
... ... @@ -1,1 +1,0 @@
1 -XWiki.dominiquet
Size
... ... @@ -1,1 +1,0 @@
1 -27.1 KB
Content
1638357121131-851.png
Author
... ... @@ -1,1 +1,0 @@
1 -XWiki.dominiquet
Size
... ... @@ -1,1 +1,0 @@
1 -16.5 KB
Content

Applications

Navigation

Need help?

If you need help with XWiki you can contact: