This report is used to identify members whose restriction period expires so that their records can be updated if required.
From the Underwriting menu, click alongside Restriction Periods Expired. Additional options will be displayed.
To create a new Restriction Periods Expired report, select New from the sub-menu on the left. The Restriction Periods Expired screen will be displayed.
Capture data as follows:
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From Date |
The start date of the reporting period.
If no date is captured, the system will use the earliest date. |
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To Date |
The date up to which reporting must take place.
If no date is captured, the system will default to the current date. |
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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 record with a Type of PREBENSCREENING for all of the Members of the Scheme selected, for which the Restriction Date is greater or equal to the From Date and less than or equal to the To Date.
The following information will be extracted:
- Membership Reference Number
- Surname
- Initials
- 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 Restriction Periods Expired. 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
- Restriction End Date