A claim can be cancelled at any stage of the process, (including after a payment has been authorised).
The claim may be modified or the processing of the claim may be halted.
The specific reason for cancellation could be one of the following:
- Changes to Client input data
- Incorrect benefit event
- Incorrect member being processed
- Transfer of the member’s money to another fund instead of the authorised cash payment
- Incorrect expected date of payment
- Incorrect date of exit
- Reprocess claim due to incorrect data
- Rejected by authorisor and claim requires fixing and reprocessing
- Member no longer exiting the scheme
- Surety information is incorrect
- Wrong tax directive information recorded
- Wrong surety information recorded
In order to cancel a claim that is still being processed, the Cancel Claim menu option must be used.
In order to cancel a claim that has already been authorised, the Reinstate Membership sub-menu option must be used. Refer to
Processes
Benefits (Insurance Products)
Benefit Payment Update Types
Member Reinstatement
At any time during which a claim is being processed, i.e. at any time while the various update types on the JU8CN Benefit Payment Process screen are being processed, a decision may be taken to cancel the claim. This is done by selecting Cancel Claim from the sub-menu on the left when the JU8CN Benefit Payment Process screen is displayed.
A Cancellation Request screen will be displayed.
Select the cancellation reason from the drop-down list, then click OK.
If CANCEL was selected, the following confirmation screen will be displayed.
If NO REINVESTMENT was selected, the following confirmation screen will be displayed.
Click YES. The JU4CO Process Benefit Payments screen will be displayed, and depending on which reason was selected above, the cancelled member will either have been removed from the list of member benefit payments still needing to be processed for that scheme, or will continue to appear, but with a new request number. The list may therefore be empty.
For more information refer to
Processes
Benefits (Insurance Products)
Benefit Payment Update Type
Claim Cancellation
Accounting Entries
Supplements
Cancellation Bulk Payment Association