On the Benefit Claim Results screen, click VIEW CLAIM PROGRESS. The lower portion of the screen expands to display the progress of the exit.
The following columns are displayed:
- Activity
- Status
- Time First Opened
- Time Last Updated
- Value
- Comment
The Activity column shows the progress of the initiation of the claim and the subsequent completion of the various benefit payment update types.
Initiation of claim
Claim initiated on the web
Claim authorised on the web
DB benefit calculated
Member instruction checked
Monies disinvestment
Underwritten amount applied for
Prior claim details completed
Outstanding contributions
Benefit amount finalised
Tax directive applied for
Tax directive received
Beneficiary allocations checked
Annuity details captured
Benefit disbursement done
Benefit Payment Update Types
|
Benefit Payment Update Type |
Description of Activity |
|
PAYMENT DETAILS |
Member instruction checked |
|
REALISATION |
Monies disinvestment |
|
DB CALC |
DB benefit calculated |
|
DEATH |
Underwritten amount applied for |
|
DISABILITY |
Underwritten amount applied for |
|
BENEFICIARIES |
Beneficiary allocations checked |
|
PRIOR CLAIMS |
Prior claim details completed |
|
CALC BENEFIT |
Benefit amount finalised |
|
TAX DIR REQUEST |
Tax directive applied for |
|
TAX DIRECTIVE |
Tax directive received |
|
ANNUITY |
Annuity details captured |
|
BENEFIT PAYABLE |
Benefit disbursement done |
Note:
Only the benefit payment update types that are applicable for this claim will be shown. The update types NOTES and ADJUST BENEFIT will not be shown.
The Value column shows values only for certain benefit payment update types:
|
Benefit Payment Update Type |
Value |
|
CALC BENEFIT |
Gross benefit amount |
|
TAX DETAILS |
Total of the amount captured for tax amount under TAX DIRECTIVE DETAILS (IRP3), and the following amounts captured under OUTSTANDING TAX (IT88): - Employee Tax Amount - Value Added Tax Amount - Provisional Tax: Amount 1 - Provisional Tax: Amount 2 - Provisional Tax: Amount 3 |
The Comment column shows certain notes that were captured during the benefit payment process. For these notes to be displayed correctly, the note headers must be created as follows:
|
Benefit Payment Update Type |
Note Header |
|
PAYMENT DETAILS |
PAYMENT ALLOCATION |
|
DEATH |
COVER or RISK DEATH DECISION |
|
DISABILITY |
COVER or RISK DISABILITY DECISION |
|
TAX DIR REQUEST |
TAX DIRECTIVE |
|
TAX DIRECTIVE |
TAX |
|
BENEFIT PAYABLE |
BENEFIT PAYMENT |
Example:
If a note was created with the header BENEFIT PAYMENT, the free-form text that was entered into the text input area of the New Notation screen will be displayed in the Comments column alongside the activity Benefit disbursement done.
All notes that were captured for the member will be displayed (including notes that may have been captured for an exit that was subsequently cancelled). Comments captured on the specific screens during the death and disability process will also be displayed.
For more information on benefit payment update types, refer to
Processes
Benefits
Benefit Payment Update Type
Benefit Payment Update Types (Standard Benefit Rules)