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 tabs, 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 Activities tab.
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 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 navigation pane for Customer Activities and Add Activity tab at the top of the screen.
Click Activity tab to access Policy activities on the Policy screen. Click the Activities/CustomerClient/Group Customer to be accessed by Activities tab on the Client/Group Customer screen. Plan activities can be accessed by opening the Plan screen from the Plan menu.
Activity tabs on Left Navigation pane on Group Customer Screen
To filter the activities click Filter icon 
in the Activity Screen. Click Refresh icon 
for the activities to be displayed if the filter options are selected. 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. Filter icon will be highlighted upon selecting the filters and click X icon to be closed. An explanation of filter options is given below.
Filters on Activity Screen
- Shadows: This filter will only display activities that have been removed from the Activity screen.
- Reversals: This filter will only display activities that have been reversed.
- Futures: This filter will only display activities that are set to process on a future date.
- Documents: This filter will only display activities that are defined as documents, such as a confirmation letter, an annual statement. or a lapse letter. This is a default option.
- Financial: This filter will only display activities that are defined as financial. This is a default option.
Click Process icon 
to processed activity either manually by to the right of the activity or automatically using
the Auto-Process 
checkbox. 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> link. The <Activity Name> window appears.
Activity link on Activity Screen
When the Activity Detail window appears, click a tab along the top of the window to see the details for that particular activity. There will be tabs for details such as Spawns, Accounting, Valuation, Disbursement, Suspense, Allocations, Math, and Entry Fields.
Tabs Along the Top of the Activity Detail Window
The image below shows the detail that appears in the Activity Detail window when the Spawn tab is selected.
Spawn Details
Miscellaneous Screen Details: Security
Page Name: Group Customer Activity
Buttons: GroupCustomerActivity, AddActivity, Inquiry, AutoProcess, ProcessAll
