This report is used to advise the Trustees of the fund of members for which cover restrictions have been imposed.
From the Underwriting menu, click alongside Pre-Screening Restrictions. Additional options will be displayed.
To create a new Pre-Screening Restrictions report, select New from the sub-menu on the left. The Pre-Screening Restrictions screen will be displayed.
Capture data as follows:
|
From Date |
The start date of the reporting period.
If no date is captured, the system will use the earliest date. |
|
To Date |
The date up to which reporting must take place.
If no date is captured, the system will default to the current date. |
|
|
The e-mail address of the person who must be notified that the report is available. |
Click GENERATE REPORT.
A message will indicate once the job has been successfully submitted, and an e-mail will be sent to the designated person.
The system will read the Membership Risk Cover records with a Type of PREBENSCREENING for all of the Members of the Scheme selected for which the Timestamp is less than or equal to the To Date and greater than or equal to the From Date and for which the Underwriter Decision is not PENDING.
If the Underwriter Decision is DECLINED, the system will find the Note Header and description linked to the Membership Risk Cover record and read the value for Reason.
If the Underwriter Decision is ACCEPTED, the system will read for a Restriction Reason on the Membership Risk Cover record. If there is a Restriction Reason, the system will read the values for Restriction Reason and Restriction End Date.
The following information will be extracted:
- Membership Reference Number
- Surname
- Initials
- Benefit Product
- Underwriter Decision (ACCEPTED/DECLINED/ACCEPTED WITH
- RESTRICTIONS/RESTRICTED)
- Cover Amount
- Restriction Reason (Membership Risk Cover Restriction Reason)
- Restriction End Date (Membership Risk Cover Restriction End Date)
The report will be created with the information above and the following information in the heading:
- Report Name
- Scheme Code and Name
- From Date
- To Date
Click View below Pre-Screening Restrictions. The Report Selection screen will be displayed.
The following columns are displayed:
- Scheme Code
- Timestamp
- Date Captured
- Report Type
- Sequence Number
- Action
To view details, click on the hyperlinked display in the Action column. The Report Selection screen will be displayed.
The following columns are displayed:
- Member Reference Number
- Surname
- Initials
- Benefit Product
- Underwriter Decision
- Cover Amount
- Restriction Reason
- Restriction End Date