From the System Entities menu on the top, select Corporate Client from the sub-menu on the left.
The JU1AP Corporate Client screen will be displayed.
The following options are available:
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SELECT |
Allows the user to select an occurrence from the listbox when the function is enabled (function disabled in the Infrastructure environment). |
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NEW |
Flows to the New Corporate Client dialog box to capture a new client. |
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OPEN |
Flows to the Corporate Client Detail dialog box to update an existing client record. |
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DISCONTINUE |
Flows to the Discontinue Corporate Client dialog box to remove a client record. |
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ADD NEW POLICY |
Used for institutional investments.
Not enabled for selection when JU1AP Corporate Client is displayed via Infrastructure > System Entities > Corporate Client. When Institution List is selected via Members > Products, this flows to JU1AP Corporate Client and when Add New Policy is selected, displays Policyholder Details to enable policyholders to be added to a Corporate Client. |
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BANK ACCOUNT |
Flows to the Corporate Clients Bank Account List screen to manage the client's Bank account(s). |
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CLIENT ADDRESS |
Flows to the Address Maintain screen to record or update the clients address details. (see Address.doc) |
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PAY CENTRES |
Flows to the Corporate Client Pay Centre List screen to manage the client's pay centre details. |
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CONTACT PERSONS |
Flows to the Contact Person screen to manage the client's "contact person" details. |
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DOCUMENT LOAD |
Flows to the Document Upload screen to upload a document. |
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VIEW DOCUMENT |
Flows to the Documents Uploaded screen to view documents uploaded. |
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FACILITY DETAILS |
Flows to the JU1JO Facilities List screen to maintain facilities for a Corporate Client. |
To add a new corporate client, click NEW. The JU1AP Corporate Client Detail screen will be displayed.
Descriptions of the input fields on this screen appear below.
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Client Details |
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Code |
External organisation unit code supplied by the client |
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External Code |
The number identifying a Corporate Client or Person for external system purposes.
Optional |
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Name |
Client's legal name |
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Type |
Client operations description. Select a value from the drop-down list. The following values are displayed for selection: - Accident - Assurer - Boiler - Building Plan - Clinic - Company - Elevator - Escalator - Factory - Insurance Co - Intermediary - Intermediary GP - Medical Aid - Reassurer - Scheme - Underwriter |
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Language |
The language in which the Client operates. |
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Status |
Indicates if the Organization Unit is approved or if it has been blacklisted. Select one of the following values from the drop-down list: APPROVED BLACKLISTED |
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Financial Year End |
The financial year end for this Client. |
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Industry Classification |
The industry in which this Client operates. Select a value from the drop down box. The following values are displayed for selection: - Advertise - Agriculture - Alcoholic Bev - Chem Oil Ind - Domestic - Education - Engineering - Financial Inst - Government - Health - IT and Telecom - Motor Ind - Other - Small Business - Textiles - Tourism - Union - Wholesale |
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Marketing Consent |
Indicates whether a client has opted in or out for marketing information to be forwarded to them.
Select Yes or No from the drop-down list. |
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Tax Type |
Indicates the type of entity for tax purposes.
Select a value from the drop-down list. E.g. COMPANY/CC, SOCIETY, TRUST. |
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Registration Status |
Indicates if a company is FICA registered.
Select one of the following values from the drop-down list: EXEMPT FICA |
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Registration Number |
Client company legal registration number |
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Employer Contracted Out Number |
The Employer Contracted Out Number for the termination of a contracted out scheme. |
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Scheme Contracted out Number |
The Scheme Contracted Out Number for the termination of a contracted out scheme. |
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Appropriate Scheme Contracted out Number |
The Appropriate Scheme Contracted Out Number for the termination of a contracted out scheme. |
Once the above information has been captured, click OK. The new client will appear on the JU1AP Corporate Client screen.
Validation
The system will validate the Type and Code, and if a Corporate Client already exists with the same Type and Code, the following message will be displayed:
A Corporate Client exists with the Code keyed in. Please change the Code and resubmit.
Click OK to remove the message.
The JU1AP Corporate Client Detail screen will be displayed with the Code field highlighted.
Change the Code and resubmit the new Corporate Client.
To view the corporate client details, highlight a corporate client and click OPEN. The JU1AP Corporate Client Detail screen will be displayed.
The following fields can be updated:
- External Code
- Language
- Status
- Financial Year End
- Industry Classification
- Marketing Consent
- Tax Type
- Registration Status
- Registration Number
- Employer Contracted Out Number
- Scheme Contracted out Number
- Appropriate Scheme Contracted out Number
On the JU1AP Corporate Client List screen, click DISCONTINUE.
The JU1AP Corporate Client Detail screen will be displayed showing the client details.
To discontinue use, click OK. You will then be asked for confirmation.
When use of a corporate client is discontinued, an end date will be displayed in the End Date column on the JU1AP Corporate Client screen.