From the Benefit Claim Details screen, select Authorise Input Data from the sub-menu on the left.
The lower portion of the screen expands to display Authorise Claim Input Data.
To authorize the claim, click AUTHORISE.
Note:
If there is a Scheme Service for the Scheme for which the Process on the Fee Basis for the Scheme Service Fee is BENEFIT PAYMENT, then when AUTHORISE is selected, an ADJUST BENEFIT update type will be created.
Once AUTHORISE has been selected, the Authorise Claim Input Data screen will be displayed.
If any of the Tax Details, Prior Claims or Payment Allocation screens have not been captured, the System will do the following:
- display these at the bottom of the Authorise Claim Input Data screen (see example above).
- create a Claims Details Status record with a Status as per the following table:
|
Status |
Description |
|
NO PMT DETAILS |
Payment Allocation page not submitted |
|
NO TAX DETAILS |
Tax Details page not submitted |
|
NO PRIOR CLAIM |
A Membership Liability record exists and the Prior Claims page has not been submitted |
|
CLAIM CAPTURE |
Claim form capturing started but not completed or more than one of the above pages have not been submitted. |
Note:
This functionality to create a Claims Details Status record applies only where the scheme has been configured to use the Automated Claims functionality.
For more information, refer to
Processes
Benefits (Insurance Products)
Automated Claims
Example:
If all of the required data has been captured and Authorise is selected, the System will update the Request Status to CLIENT AUTH and create a Claims Details Status record with a value of CLAIM FORM DONE and a Start Date equal to the current date.
A message will be displayed on the Authorise Claim Input Data screen confirming that the claim has been authorized.
The CLIENT aspects of the claim are now complete. After the relevant runs have taken place, the claim will be available for further processing by the fund administrator.
Endowment Funds
When a benefit payment for a Benefit Event of PARTIAL WITHDRAWAL is authorised for a Scheme for which the Type of Fund is ENDOWMENT, the Membership Status will be set to PARTIAL MATURITY.
When a benefit payment for a Benefit Event of FINAL MATURITY is authorised for a Scheme for which the Type of Fund is ENDOWMENT, the Membership Status will be set to EXIT FINALISED.