This facility allows the processing of service requests for declined policy decisions on the JU4HE Assurance Details screen for Endowment Policies.
When you select my work from the main functionality menu, the JU7AB Work Management List screen will be displayed.
This screen displays a list of the service requests allocated to you.
For detailed information on the JU7AB Work Management List screen and the functionality of the action buttons refer to
My Work
Service Requests
If a Policyholder’s details have been captured on the Policyholder Details screen and the POLICY DECISION button has been selected, the JU4HE Assurance Details screen is displayed.
For more details on the JU4HE Assurance Details screen refer to Policy Decision under
Products
Endowment
New Policyholder Details
If the Policy Decision field on the JU4HE Assurance Details screen has been updated to DECLINED, and the SAVE button has been selected on thePolicyholder Details screen, the system will insert a My Work Item that will be displayed on the JU7AB Work Management List screen with a Process Name of POLICYHOLDRFAIL and an Activity Name of INITIATE and with an Activity Status of OPEN.
The following updates will be created by the system:
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Processing |
Action |
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The Policy Decision field on the JU4HE Assurance Details screen has been updated to ACCEPTED. |
The Activity Status will be updated to COMPLETED. |
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The Policy Decision field on the JU4HE Assurance Details screen has been updated from PENDING to ACCEPTED. |
The Activity Status will be updated to COMPLETED. |
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The Policy Decision field on the JU4HE Assurance Details screen has been updated to CANCELLED. |
The system will read for an Accounting Activity equal to PREMPAID and count the transactions. If the result of the transactions is greater than null, a My Work Service Request will be inserted with a Process Name equal to the type of claim being processed and an Activity Name equal to INITIATE. For more details refer to My Work Process SR Endowment Policyholder Services |
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When the Policy Decision field on the JU4HE Assurance Details screen has been updated to PAID UP. |
The membership status of the member will be updated to be PAID UP and the membership payment record will be end dated with an effective date equal to the date the membership status has changed to PAID UP. |
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When the Policy Decision field has been updated to REINSTATED and the Reason field has been updated to REINSTATED on the JU4HE Assurance Details screen. |
The, the membership status of the Policyholder will be updated from PAID UP to LIVE and a membership payment record will be inserted with an effective date equal to the date the membership status has changed. |
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The Policy Decision field on the JU4HE Assurance Details screen has been updated to DECLINED. |
The Activity Status will be updated to DECLINED. (Refer to Note below). |
Note:
When the Service Request with an Activity Status of DECLINED is processed, the system will flow to the JU4HD Documents screen from where the DECLINED letter can be selected. The system will allow the Service Request to be updated to COMPLETED once the letter has been sent.
