The values in the tables below have been added to the UDPV Object Field Tag for the definition of the Bookmarks (Tags) used for the letters and statements required for Beneficiaries and associated to the Process Type of MEMBER.
|
Tag |
Source of Information |
Description |
|
REGPMTFREQUENCY |
Value for Payment Frequency on the Membership Payment record for the Membership |
REGULAR PAYMENT FREQUENCY |
|
GUARDIANSURNAME |
Surname on the Natural Person record linked to the Membership with a Client Relationship Type of GUARDIAN |
GUARDIAN SURNAME |
|
GUARDIAN1STNAME |
First Name 1 on the Natural Person record linked to the Membership with a Client Relationship Type of GUARDIAN |
GUARDIAN FIRST NAME |
|
GUARDIANRELSHIP |
Relationship Sub-Type on the Client Relationship linking the Client to the Membership with a Client Relationship Type of GUARDIAN |
GUARDIAN RELATIONSHIP |
|
GUARDIAN GENDER |
Gender on the Natural Person record linked to the Membership with a Client Relationship Type of GUARDIAN |
GUARDIAN GENDER |
|
GUARDIAN DOB |
DOB on the Natural Person record linked to the Membership with a Client Relationship Type of GUARDIAN |
GUARDIAN DATE OF BIRTH |
|
GUARDIAN ID NO |
ID Number on the Natural Person record linked to the Membership with a Client Relationship Type of GUARDIAN |
GUARDIAN ID NUMBER |
|
GUARDIAN ADDR 1 |
Address Line 1 on the Client Address record with an Address Type of POSTAL linked to a Benefit Beneficiary record linked to the Membership with a Beneficiary Relationship Type of GUARDIAN |
GUARDIAN ADDRESS LINE 1 |
|
GUARDIAN ADDR 2 |
Address Line 2 on the Client Address record with an Address Type of POSTAL linked to a Benefit Beneficiary record linked to the Membership with a Beneficiary Relationship Type of GUARDIAN |
GUARDIAN ADDRESS LINE 2 |
|
GUARDIAN ADDR 3 |
Address Line 3 on the Client Address record with an Address Type of POSTAL linked to a Benefit Beneficiary record linked to the Membership with a Beneficiary Relationship Type of GUARDIAN |
GUARDIAN ADDRESS LINE 3 |
|
GUARDIAN ADDR 4 |
Address Line 4 on the Client Address record with an Address Type of POSTAL linked to a Benefit Beneficiary record linked to the Membership with a Beneficiary Relationship Type of GUARDIAN |
GUARDIAN ADDRESS LINE 4 |
|
GUARDIAN POSTAL |
POSTAL CODE on the Client Address record with an Address Type of POSTAL linked to a Benefit Beneficiary record linked to the Membership with a Beneficiary Relationship Type of GUARDIAN |
GUARDIAN POSTAL CODE |
|
BENFCRY ADDR 1 |
Address Line 1 on the Client Address record with an Address Type of POSTAL linked to a Benefit Beneficiary record linked to the Membership with a Client Relationship of BENEFICIARY OF |
BENEFICIARY ADDRESS LINE 1 |
|
BENFCRY ADDR 2 |
Address Line 2 on the Client Address record with an Address Type of POSTAL linked to a Benefit Beneficiary record linked to the Membership with a Client Relationship of BENEFICIARY OF |
BENEFICIARY ADDRESS LINE 2 |
|
BENFCRY ADDR 3 |
Address Line 3 on the Client Address record with an Address Type of POSTAL linked to a Benefit Beneficiary record linked to the Membership with a Client Relationship of BENEFICIARY OF |
BENEFICIARY ADDRESS LINE 3 |
|
BENFCRY ADDR 4 |
Address Line 4 on the Client Address record with an Address Type of POSTAL linked to a Benefit Beneficiary record linked to the Membership with a Client Relationship of BENEFICIARY OF |
BENEFICIARY ADDRESS LINE 4 |
|
BENFCRY POSTAL |
POSTAL CODE on the Client Address record with an Address Type of POSTAL linked to a Benefit Beneficiary record linked to the Membership with a Client Relationship of BENEFICIARY OF |
BENEFICIARY POSTAL CODE |
|
DISPOSAL AMOUNT |
The disposal amount on the JUC05_BEN_DSP_INST table, linked to the Benefit Request associated to the member. |
DISPOSAL AMOUNT |
|
18TH BIRTHDAY |
DOB on Natural Person record for the Membership plus 18 years |
BENEFICIARY 18TH BIRTHDAY |
|
RESPONSE PERIOD |
Current date plus the value for the Scheme Parameter or, if not found, the Global Parameter with a Parameter Type of NOTICE PERIOD |
PERIOD WITHIN WHICH RESPPND MUST BE RECEIVED |
|
BANK NAME |
Name of the Bank for the Client DTI Account linked to the Membership |
BANK NAME OF GUARDIAN BANK ACCOUNT |
|
FINAL PMT DATE |
|
PROJECTED DATE OF FINAL REGULAR PAYMENT |
|
NEXT PMT DATE |
|
NEXT DATE OF REGULAR PAYMENT |
|
MONTHLY PAYMENT |
Value for Regular Payment Amount on the Membership Payment Details record with a Payment Frequency of MONTHLY and a Payment Type of ALLOWANCE or ANNUITY linked to the Membership |
REGULAR PAYMENT AMOUNT |
|
CAPITAL BUDGET |
Retrieve the latest balance on the Member’s CAP BUDGET account |
CAPITAL BUDGET AVAILABLE FOR THE REST OF YEAR |
|
PAYEE NAME |
Payee Name on Business Transaction with an Accounting Activity of ADHOCPAYMENT |
PAYEE NAME |
|
TERMINATION DATE |
Period End Date on Member Values record for the Membership with a Type of BENEFICIARY FUND, Subtype of TERMINATION and Subtype Detail of TERMINATION DATE |
TERMINATION DATE |
|
O/S COE YEAR |
Year of COE Date Sent on the Membership Payment Details record for the Membership for which there is no value for COE Date Received. |
OUTSTANDING COE YEAR |
|
PAYMENT TYPE |
Benefit Event on Business Transaction with an Accounting Activity of ADHOCPAYMENT |
AD HOC PAYMENT TYPE |
When a disposal is selected on the Process Benefit Payment > JU4BN Benefit Details screen and Documents is elected from the sub-menu on the left, the system will use the Disposal Instruction Number on the Benefit Disposal Instruction table for the selected disposal and find the Benefit Beneficiary linked to the Benefit Disposal record.
The system will read the Scheme Parameter with a Parameter Type of PAY GUARDIAN and if the value for Description is YES, will read the Scheme Parameter with a Parameter Type of MAJORITY AGE. If found, a check is performed to establish whether the Beneficiary’s age is less than the Scheme Parameter value. If it is, a check is performed to establish whether there is a Client Relationship record linked to the Membership with a Relationship Type of GUARDIAN.
If the Client is linked to the Membership with a Relationship Type of GUARDIAN, then the system will populate the Guardian Address Tags above with the details on the Client Address record linked to the Guardian, where the Payee Name on the Banking details for the Beneficiary is that of the Guardian linked to the Beneficiary.
If no Scheme Parameter with a Parameter Type of MAJORITY AGE is found, or the Beneficiary’s age is greater than the Scheme Parameter value, or if the Client linked to the Membership has a Beneficiary Relationship Type of BENEFICIARY, then the Beneficiary Address Tags above will be populated with the details on the Client Address record linked to the Beneficiary.
If no disposal is selected on the JU4BN Benefit Details screen, then the values for the document template will be retrieved using the Benefit Request number associated to the claim.