This facility allows for the update of a membership status record when a Debit Order Collection has rejected and the rejection needs to be manually updated. Bulk PDF Letters will be sent out to notify members of a rejection.
A daily run will insert a My Work item for a claim if a member has not reinstated the policy within a certain time frame.
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
Manually create a Service Request using the JU7AB Create/Update New Service Request screen with a Process Name of PAYMENT REJECTIONS.
For detailed information, refer to
My Work
Create Service Request
When the Process Name of PAYMENT REJECTIONS is created on the JU7AB Create/Update New Service Request screen, the Due Date field will be mandatory on this screen.
The Due Date Captured field must be equal to the Due Date captured for a Debit Order Run.
When OK is selected on the JU7AB Create/Update New Service Request screen, the system will create the Service Request with a Process Name equal to PAYMENT REJECTIONS and an Activity Name equal to UPDATE REJECTION.
When the Service Request is processed, the system will flow to the JU2DR Debit Order Member Transaction screen and display the Member Payment Details Records for the Debit Order Run with a Due Date equal to the Due Date of the Service.
When the Rev Tick Box is selected for a transaction or a number of transactions and the Re-Collect Contribution Tick Box is selected on this screen and SUBMIT is also selected, the system will update the Activity Name of the Service Request to NOTIFY POLICYHOLDER.
When the batch job runs, the system will read the PDF Template with a Process Type of LAPSED NOTICE and create a PDF Document for each membership selected.
For more information refer to
Supplements
Tags
Endowment Product
Tags for Member (Lapsed Notice)
When a Service Request with Activity Name of NOTIFY POLICYHOLDER is processed, the system will flow to the Policy Holder Details screen and display Bulk PDF Results equal to the PDF Process Type LAPSED NOTICE.
When the MARK AS PRINTED button is selected, the record will be updated to indicate that the file has been moved to the printer directory. If a file record has been marked as printed, then the word Printed will be displayed next to the line instead of the MARK AS PRINTED button.
Note:
This means that the files we are available to be accessed if for any reason the documents in the file were not able to be printed and can be printed again.
The JU3FA_PDFLET Eligibility Bulk PDF Letters batch job will run at defined intervals. When the batch job runs, the system will find all of the PDF Documents created with a Timestamp greater than the Timestamp that the batch job last ran and for which the value for Print Type is BULK.
The following message will be displayed when this screen is closed:
Do you want to update the Service Request to Completed?
Click YES to remove the message and confirm. The system will display the JU7AB My Work Management List screen and update the Activity Status of the Service Request to COMPLETED.
Click NO to remove the message and reject. The system will display the JU7AB My Work Management List screen. The Service Request Activity Status will remain as OPEN.