This facility allows for the processing of a service request when it is the second month that a premium is outstanding for a debit order member. A letter is generated.
Under the Accounting functionality, when the Debit Order Rejections option is selected under the Transaction Capture menu, the JU2DO Rejections Control List screen is displayed.
Highlight a line and select Member Adjustments from the sub-menu on the left.
The JU2DR Debit Order Member Transactions List screen displays the transactions for the membership that was processed in the run selected.
Note:
Only the SFEFTPAY Accounting Activity is displayed for each Membership.
When an Ad Hoc Membership Payment Detail record is created and the Rejection Reason on the JU2DR Debit Order Member Transaction List is PAID UP NO PREMS, then if the number of premiums is greater than or equal to the value for the PAUDUP NO PREMS parameter, the system will read the Rejection Reason on the Debit Order Rejection control record for the Member for the payment with a Due Date of the previous month to the Debit Order run month.
If the Rejection Reason is NO MANDATE LOADED, the system will create a My Work Service Request with a Process Name equal to SECOND NO BANK MANDATE and an Activity Name equal to NOTIFY POLICYHOLDER and the Scheme Code and Membership Number equal to the Scheme Code and Membership Number for the Membership.
To process a service request, highlight a service request on the JU7AB Work Management List screen and select Service Request from the sub-menu on the left. When the drop-down list is displayed, select Process.
If the Rejection Reason is not NO MANDATE LOADED, the system will read the PDF Template with a PDF Process of DO REJECTION and a Process Sub-Type equal to the Rejection Reason and create a PDF document.
If a Document Template with a PDF Process of DO REJECTION and a Process Sub-Type equal to the Rejection Reason is not found, then no letter will be generated.
A Service Request with a Process Name equal to LAPSED POLICIES and an Activity Name equal to NOTIFY POLICYHOLDER will be created. A single Service Request for all of these Memberships will be created and not one for each Membership as when this Service Request is processed it will flow to a Bulk Letters screen.
For more information refer to
My Work
Process SR
Lapsed Policies