Activities_Screen_Group Customer

The Group Customer Activity screen will give the ability to initiate Group Customer level activities. Since a Group Customer is essentially a client, the Customer Activity Screen functionality will mirror the current Client Activity Screen capabilities.

After a Group Customer is selected via Group Customer Search screen ,the navigation list will be displayed on the left side of the Group Customer Screen. The list currently includes the following links, each of which navigates to a separate screen – CUSTOMER (main), CUSTOMER ADDRESSES, RELATIONSHIPS, AGREEMENTS, CUSTOMER ACTIVITIES, CLASS GROUPS

GroupCustomerScreen

The Group Customer screen business rule will be configured to specify the appropriate Customer Plan (i.e. system convention to differentiate from actual benefits plan) for the Group Customer Client Type using the ActivityPlan attribute.

The ActivityPlan attribute is defined in the GroupCustomerScreen rule to specify the name of the Customer Plan where the activities have been defined.

As stated above, the functionality of the Customer Activity Screen will mirror the existing Client Activity Screen.

All transactions configured for the Customer Plan is available for selection and processing (subject to user security role/access rights) on all Group Customers Existing (i.e. previously submitted pending and processed) Group Customer level activities can be viewed on the Customer Activity Screen by clicking the Customer Activities navigation link.

Only those pending/processed Activities which belong to a specific Group Customer will appear in the Activity History for that Group Customer

New Group Customer level activities for the current Group Customer can be initiated by clicking the Add Activity button below the Main Menu bar.

The New Activity Pop-Up window appears for user to select, input and submit appropriate Group Customer activity (transaction) for processing

The following Group Customer fixed columns/field should be available for activity processing.

GroupCustomer : CustomerNumber

All dynamic fields configured for Group Customer Client are available. To view the Group Customer, there is a left side navigation menu for Customer Activities as well as the Add Activity tab at the top of the screen.

Policy activities can be accessed by clicking the Activities link on the Policy screen. Client/Group Customer activities can be accessed by clicking the Activities/Customer Activities link on the Client/Group Customer screen. Plan activities can be accessed by opening the Plan screen from the Plan menu.

Group Customer Activities Link

Links to Activity Screen

Activities can be filtered on the Activity screen by selecting an activity status filter option. Activities will only display if their activity status filter is checked. The system default is to show all document and financial activities. If an activity is a shadow, reversal, or future activity it will not display unless the filter is checked to show these items. An explanation of filter options is given below.

Activity Filters

Filters on Activity Screen

Activities are processed either manually using the action buttons Process Manuallyto the right of the activity or automatically using the Auto-Process AutoProcesscheckbox. If that box is checked, then the system will attempt to process all pending activities up to the current date, or activities that will be updated due to a change in a dependent activity.

View the details of an activity by clicking the Activity Detail icon to the left of the activity. A window will open with links to all details that apply to that activity.

Activity Detail Icon

Activity Detail Icon Next to Activity on Activity Screen

When the Activity Detail window opens, click a link along the top of the window to see the details for that particular activity. There will be links for details such as Spawns, Accounting, Valuation, Disbursement, Suspense, Allocations, Math and Entry Fields.

Activity Results Detail Headings

Links Along the Top of the Activity Detail Window

The image below shows the detail that appears in the Activity Detail window when the Spawn link is clicked.

Spawn Activity Results

Spawn Details

Miscellaneous Screen Details: Security

Page Name: Group Customer Activity

Buttons: GroupCustomerActivity, AddActivity, Inquiry, AutoProcess, ProcessAll

     
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