When all Benefit Update Types have been closed, the claim status will change to PMT CHECKED.
Note:
The system will read for a Global Parameter or a Scheme Parameter of WORKFLOWENABLED and if the Description of the Parameter is equal to YES, the following menu items will be disabled on the JU4GF Process Benefit Payments screen menu on Core but will be enabled when accessed through My Work:
- Claim Details
- Authorise Claims
For more information, refer to the Switch off Core for Benefit Payment and Contribution processes section under
Product Launch Requirements
Additional Menu Options
Parameters
Select Automated Claims from the top menu.
On the JU4GF Process Benefit Payments screen, select Authorise Claims from the sub-menu on the left.
On the JU4GF Process Benefit Payments screen you have the option to search on Benefit Request Status and Claim Detail Status.
The Benefit Request Status can be filtered by the various statuses in which a claim can be.
The Claim Detail Status can be filtered by the various items of information outstanding on a claim.
When any of the missing information has been received, the statuses above will automatically be updated with an end date.
The JU4GF Process Benefit Payments screen displays a list of Disposal Instructions for which the Business Transaction Timestamp is null and the Payment Authorised Indicator is null linked to the Benefit Requests for which the Status is PMT CHECKED.
The Disposal Instruction details for the same Benefit Request together will be displayed below each other, ready for authorisation.
The Amount values will be summed and the result displayed in a Total Payment field at the top of the page.
Multiple rows (Benefit Requests) may be selected for exclusion from authorisation.
Select one of more Benefit Request from the list. The AUTHORISE SELECTED button will be enabled for selection.
Click AUTHORISE SELECTED.
The authorization of a Death or Disability payment will not be allowed if the Cover Receivable Account for a member has not been cleared.
Death Claims
When a payment of a death benefit claim is being authorised, the system will read for a BSV (Benefit Structure Version) Purpose of Insured linked to the Benefit Event Category of Death where an Underwriter is associated to the Product.
The system will read for a balance in the Cover Receivable Account for the scheme and the membership reference number. Where the balance is not equal to zero, the following message will be displayed:
Authorisation error: The benefit cannot be authorised when there is a balance in the cover receivable account.
Where the balance is equal to zero, the authorisation of the payment will be allowed.
If no BSV Purpose of Insured is found, the authorisation of the payment will be allowed.
Disability Claims
When a payment of a disability benefit claim is being authorised, the system will read for a BSV (Benefit Structure Version) Purpose of Insured linked to the Benefit Event Category of Disability where an Underwriter is associated to the Product.
The system will read for a balance in the Cover Receivable Account for the scheme and the membership reference number. Where the balance is not equal to zero, the following message will be displayed:
Authorisation error: The benefit cannot be authorised when there is a balance in the cover receivable account.
Where the balance is equal to zero, the authorisation of the payment will be allowed.
If no BSV Purpose of Insured is found, the authorisation of the payment will be allowed.
The System will authorise the Disposal Instructions in the list and that have been selected individually on the screen. Authorisation Rules will be applied based on the largest Amount of any Disposal Instruction.
The Business Transaction Timestamp will be updated with the current date and time and the value of the Payment Authorised Indicator will be set to Y.
If all of the Disposal Instructions for a Benefit Request have been authorised, the Status on the Benefit Request will be updated to FINALISED and the Membership Status to EXIT FINALISED.