Search (Insurance Products Automated Claims 3102)

Select Automated Claims from the top menu. The JU4GF Process Benefit Payments screen will be displayed.

The top section of the screen allows for a search to be made for Benefit Requests for which the Status is not FINALISED.

To perform a search, capture the following details:

Scheme

The code of the scheme to which the member belongs.

If a valid scheme code has been entered, the System will automatically display the name of the scheme.

Note:

The functionality for Automated Claims applies only where the scheme has been configured to use the Automated Claims functionality. If the scheme specified is not configured to use Automated Claims, the System will display the following error message:

Scheme is not configured to use Automated Claims

Employer

The code of the Participating Employer to which the member belongs.

If a valid employer code has been entered, the System will automatically display the Participating Employer name.

Paycentre

The code of the paycentre to which the member belongs.

If a valid paycentre code has been entered, the System will automatically display the paycentre name.

Company Reference Number

The member’s company employee number.

Surname

The member's surname.

Initials

The member's initials.

Identity Number

The member's identity number.

Date of Exit

The date of exit for this member.

Benefit Request Status

Select a specific status from the drop-down list.

The search results will be filtered by the Benefit Request Status value selected.

The following values may be selected:

CLIENT AUTH

CLIENT INPUT

FINALISED

NEW CLAIM

PMT CHECKED

TAX DIRECTIVE

Note:

The list will not be enabled for selection until a scheme code has been entered.

Claim Detail Status

Select a specific status from the drop-down list.

The search results will be filtered by the Claim Detail Status value selected.

The following values may be selected:

Claim Detail Status	Description
NO ID NUMBER	No ID number received
NO BANK DETAILS	No or incomplete bank account details received
ACCNOTVALIDATED	Bank account not validated
NO ADDRESS	No or incomplete address details received
NO TAX REF NO	No tax reference number received
CLAIM CAPTURE	Claim form capturing started but not finalised
NO PMT DETAILS	No Payment Allocation captured
NO TAX DETAILS	No Tax Details captured
NO PRIOR CLAIM	No prior claim details received
TRACING	Member being traced
OPEN UPDATES	Manually processed Benefit Update Types have not been closed
WAITING TAX DIR	Waiting for tax directive
NO UNIT PRICE	Authorised unit price not available
NO BONUS RATE	Authorised bonus rate not available
CLAIM FORM DONE	Complete claim form captured

Note:

The list will not be enabled for selection until a scheme code has been entered.

The minimum requirement for a search is a scheme code.

Once the necessary search data has been captured, click SEARCH.

Note:

Scheme is not configured to use Automated Claims

The System will return the following Benefit Request data, listing claims that have been initiated:

A list of all of the Benefit Requests linked to the scheme selected and for which the Status is not FINALISED, will be displayed.

The following columns are displayed:

Scheme Code

Membership Reference Number

Surname

First Name

Initials

Date of Birth

ID Number

Date of Exit

Employer

Status (Benefit Request Status)

Benefit Event

Quoted Gross Benefit

Gross Benefit

Payee Name

Bank Branch Code

Account Type

Account Number

Request Number

Note:

If there is more than one Disposal Instruction e.g. there is a payment allocation for which there is a cash portion and a transfer portion, the following will be displayed for the cash portion:

Payment Method

Payee Name

Bank Branch Code

Account Type

Account Number

Export

You can create an export file (in CSV format) of the search results. Capture the e-mail address to which the report must be sent and click EXPORT.

If the export was successful, the screen will display the following message: