Benefits Management

Support Entities And Functions

Benefit Assignment Amount Modification Voucher

Overview

This entity keeps records of the voucher created due to the amount modification of a benefit assigment.

A screenshot of the Benefit Assignment Amount Modification Voucher feature is available here<.Image shown as reference material; position and names for labels, fields and buttons are subject to parameter, rendering control configuration and installed revision.

Users access Benefit Assignment Amount Modification Voucher from within the menu through this navigation path: Social Security Management ► Benefits Management ► Support Entities And Functions ► Benefit Assignment Amount Modification Voucher

Visible Fields

The following table lists and describes all visible fields for the Benefit Assignment Amount Modification Voucher feature, in their default order. Note that some fields depend on System Parameters and rendering control configuration to be visible and/or editable by users. Field names are subject to change through language label configuration.

Fields	Description
ID	Unique identification code for the entity, store value is automatically assigned by the system.
Benefit Assignment Id	Allows users to select benefit assignment Id form lookup feature.
Workflow Status	Displays the current status within the configured workflow. The stages configured by default are: created approval requested approved rejected canceled
Amount	Allows users to add amount.
Language	Language used to enter remarks.
Remarks	Stores the remarks of the benefit assignment amount modification voucher. Users use this field to describe the remarks related to the benefit assignment amount modification voucher.
Attachments Tab	Using this tab, users can upload attachment related to benefit assignment amount modification voucher.

Buttons

The following table describes actions associated to the depicted button image. Note that some images are associated with several buttons, used for more than one purpose within the Benefit Assignment Amount Modification Voucher feature.

Button Image	Description
	Set screen to Insert Mode. Users can then create a new record through this button.
	Set screen to Search Mode. Users can enter filter criteria and search existing entries. By default, when entering a feature, users are in Search Mode.
	Once a record has been created or searched for, users can return to the results screen when necessary.
	Lookup button allows users to browse and select existing items. Once selected, all available information automatically populates the corresponding fields.
	Add a new item to the attachment tab. A screen appears allowing users to enter new information for a attachment tab.
	Remove a record. A screen appears to confirm the record is deleted.
	When users are required to sort by a specific filtering criterion, the Select All button allows to highlight all the filter criteria.
	When users are required to sort by a specific filtering criterion, the Unselect All button unselects all previously highlighted filter criteria.
	Click to save the information inputted. The record is stored and a confirmation message is presented.

Benefit Assignment Change Status Voucher

Overview

This entity keeps records of the voucher created to activate or supend a beneficiary of a benefit payroll.

A screenshot of the Benefit Assignment Change Status Voucher feature is available here<.Image shown as reference material; position and names for labels, fields and buttons are subject to parameter, rendering control configuration and installed revision.

Users access Benefit Assignment Change Status Voucher from within the menu through this navigation path: Social Security Management ► Benefits Management ► Support Entities And Functions ► Benefit Assignment Change Status Voucher

Visible Fields

The following table lists and describes all visible fields for the Benefit Assignment Change Status Voucher feature, in their default order. Note that some fields depend on System Parameters and rendering control configuration to be visible and/or editable by users. Field names are subject to change through language label configuration.

Fields	Description
ID	Unique identification code for the entity, store value is automatically assigned by the system.
Voucher Type	Displays the voucher type within the configured workflow. The stages configured by default are: Activation Suspension
Workflow Status	Displays the current status within the configured workflow. The stages configured by default are: created approval requested approved Canceled
Benefit Assignment Id	Allows users to select benefit assignment Id form lookup feature.
Benefit Beneficiary ID	Allows users to select benefit beneficiary Id form lookup feature.
Voucher Date	Voucher date of benefit assignment change status voucher.
Language	Language used to enter remarks.
Remarks	Stores the remarks of the benefit assignment change status voucher. Users use this field to describe the remarks related to the benefit assignment change status voucher.
Supporting Documents	Using this tab, users can upload supporting documents related to benefit assignment change status voucher.

Buttons

Button Image	Description
	Set screen to Insert Mode. Users can then create a new record through this button.
	Set screen to Search Mode. Users can enter filter criteria and search existing entries. By default, when entering a feature, users are in Search Mode.
	Once a record has been created or searched for, users can return to the results screen when necessary.
	Lookup button allows users to browse and select existing items. Once selected, all available information automatically populates the corresponding fields.
	Date Picker, allows users to select a calendar date.
	Add a new item to the item tab. A screen appears allowing users to enter new information for a item tab.
	Remove a record. A screen appears to confirm the record is deleted.
	When users are required to sort by a specific filtering criterion, the Select All button allows to highlight all the filter criteria.
	When users are required to sort by a specific filtering criterion, the Unselect All button unselects all previously highlighted filter criteria.
	Click to save the information inputted. The record is stored and a confirmation message is presented.

Benefit Compliance Document

Overview

This feature allows users to store the configuration for the main process of benefit compliance document.

A screenshot of the Benefit Compliance Document feature is available here. Image is shown as reference material; position and names for labels, fields, and buttons are subject to the installed revision, System Parameters and Rendering Control configuration.

Users access Benefit Compliance Document from within the menu through this navigation path: Social Security Management ► Benefit Managment ► Support Entities And Functions ► Benefit Compliance Document.

Visible Fields

The following table lists and describes all visible fields for the Benefit Compliance Document feature, in their default order. Note that some fields depends on System Parameters and Rendering Control configuration to be visible and/or editable by users. Field names are subject to change through language label configuration.

Field	Description
Benefit Request ID	It is a system-generated unique benefit request identifier.
Workflow Status	Displays the current status within the configurated workflow. The stages configured by default are: created, approval requested, approved, open, closed cancelled and rejected. This field is modified through the Transition button after the benefit compliance document is created. The default status is created.
Fiscal Year	Stores the fiscal year which is affected by the benefit compliance document. Users can select other opened fiscal years.
Start Date	It allows users to select the start date of the benefit compliance document.
End Date	It allows users to select the end date of the benefit compliance document. The stored value must be greater than the Start Date and within the same fiscal year.
Is Apply Filters for Document	The default value of this checkbox is unmarked. When it is marked then it make visible to the follwing fields: Gender Beneficiary Initial Birth Date Beneficiary Final Birth Date First Letter of Last Name
Gender	It stores the beneficiary gender. Users define the gender through this drop-down list.
Beneficiary Initial Birth Date	Allows users to select initial birth date through date picker.
Beneficiary Final Birth Date	Allows users to select final birth date through date picker.
First Letter of Last Name	Allows user to enter the first letter of the last name of the beneficiary.
Is Automatically Suspend Pension Payments	The default value of this checkbox is unchecked. It is used manage the execution of the process associated to automatically suspend.
Language	It stores the language. User defines the language through this drop-down list. English is set as the default value in this field.
Description	It allows users to write short description related to benefit compliance document.
Attachments Tab	Using this tab, users attach one or more files related to the benefit compliance document. File types allowed are specified in System Parameters.
Benefit Compliance Document Detail Tab	Using this tab, users stores benefit compliance document detail related to the benefit compliance document.

Buttons

The following table describes actions associated with the depicted button image. Note that some images are associated with several buttons, used for more than one purpose within the Benefit Compliance Document feature.

Button Image	Description
	The New button allows users to switch to insert mode. This action button allows users to create benefit compliance document.
	The Search button allows users to switch to search mode.
	Calendar date-pickers allow users to select on a visual calendar a specific date. Within benefit compliance document, it is used to select the start date and end date.
	Once a record has been created or searched for, users can return to the results screen when necessary.
	Present a list of existing items as per the selected filter criteria. From the list users may select one record to retrieve the stored information.
	The New button allows users to add details to the selected tab. It is used to add attachments and benefit compliance document detail.

Benefit Resolution

Overview

This entity keeps records of the resolutions. A resolution is related to 1 or more benefit requests, when a resolution is approved all related benefit requests are also automatically approved. in the same sense, when a resolution is rejected all related benefit requests are also automatically rejected.

A screenshot of the Benefit Resolution feature is available here.Image shown as reference material; position and names for labels, fields and buttons are subject to parameter, rendering control configuration and installed revision.

Users access Benefit Resolution from within the menu through this navigation path: Social Security Management ► Benefits Management ► Support Entities And Functions ► Benefit Resolution

Visible Fields

The following table lists and describes all visible fields for the Benefit Resolution feature, in their default order. Note that some fields depend on System Parameters and rendering control configuration to be visible and/or editable by users. Field names are subject to change through language label configuration.

Field	Description
Benefit Resolution ID	Unique identification code for the entity,store value is automatically assigned by the system.
Workflow Status	Displays the current status within the configured workflow. The stages configured by default are: created, approval requested, approved, rejected, canceled.
Resolution Number	Resolution number of the benefit resolution.
Resolution Date	Resolution date of the benefit resolution.
Language	Language used to enter remarks.
Remarks	Stores the remarks of the benefit resolution. Users use this field to describe the remarks related to the benefit resolution.
Resolution Line Items Tab	Using this tab, users store a collection of one or more benefit request.
Awarded Beneficiaries Tab	Using this tab, users store awarded beneficiaries related to the benefit resolution. When benefit resolution gets approved a new record of benefit beneficiary created by the system.

Buttons

Button Image	Description
	Set screen to Insert Mode. Users can then create a new record through this button.
	Set screen to Search Mode. Users can enter filter criteria and search existing entries. By default, when entering a feature, users are in Search Mode.
	Once a record has been created or searched for, users can return to the results screen when necessary.
	Add a new item to the detail tab. A screen appears allowing users to enter new information for a detail item.
	Remove a record. A screen appears to confirm the record is deleted.
	When users are required to sort by a specific filtering criterion, the Select All button allows to highlight all the filter criteria.
	When users are required to sort by a specific filtering criterion, the Unselect All button unselects all previously highlighted filter criteria.
	Click to save the information inputted. The record is stored and a confirmation message is presented.

Benefit Resolution Awarded Beneficiary

Overview

This entity keeps records of the entitled, applicant and awarded beneficiaries in a benefit request included in a benefit resolution.

A screenshot of the Benefit Resolution Awarded Beneficiary tab is available here. Image shown as reference material; position and names for labels, fields and buttons are subject to the installed revision, System Paramters and Rendering Control configuration.

Visible Fields

Fields	Description
Sequence Number	Unique identifier number of the awarded beneficiary tab. automatically generated by the system.
Type of Personal ID	Contains the type of personal ID document. The following are possible values: Personal Identity Card, Resident Card, Passport, Other, Not Applicable.
Personal Id Number	Personal ID number of the awarded beneficiary.
Gender	Gender of the awarded beneficiary.
Date of Birth	Date of Birth of the awarded beneficiary.
Marital Status	Marital status of the awarded beneficiary.
Country of Origin	Country of origin of the awarded beneficiary.
Start Date	Read-only field shows the date when the benefit starts. The system automatically assigns the value.
End Date	Read-only field shows the date when the benefit ends. The system automatically assigns the value.
Calculated Allocation Percentage	Read-only field shows the percentage of the total amount for the benefit to be received as payment.
Calculated Amount	Read-only field shows the amount calculated for the benefit Type.
Corrected Amount	Read-only field shows the corrected amount for the benefit Type.
Legal Representative ID	Read-only field shows the id number of legal representative.
Legal Representative Name	Read-only field shows the legal representative for the member causing the benefit.
Legal Representative Phone	Read-only field shows the phone number of legal representative.
Beneficiary Bank Account	Read-only field shows the beneficiary bank account.
Vendor	Read-only field shows the vendor code.
Benefit	Read-only field shows the benefit id.

Benefit Termination Voucher

Overview

This entity keeps records of the a benefit assigments vouchers recorded to terminate a benefit assigment for a benefit payroll.

A screenshot of the Benefit Termination Voucher feature is available here<.Image shown as reference material; position and names for labels, fields and buttons are subject to parameter, rendering control configuration and installed revision.

Users access Benefit Termination Voucher from within the menu through this navigation path: Social Security Management ► Benefits Management ► Support Entities And Functions ► Benefit Termination Voucher

Visible Fields

The following table lists and describes all visible fields for the Benefit Termination Voucher feature, in their default order. Note that some fields depend on System Parameters and rendering control configuration to be visible and/or editable by users. Field names are subject to change through language label configuration.

Fields	Description
ID	Unique identification code for the entity, store value is automatically assigned by the system.
Benefit Assignment Id	Allows users to select benefit assignment Id form lookup feature.
Workflow Status	Displays the current status within the configured workflow. The stages configured by default are: created approval requested approved rejected canceled
Expected Termination Date	Expected termination date of benefit termination voucher.
Language	Language used to enter remarks.
Remarks	Stores the remarks of the benefit termination voucher. Users use this field to describe the remarks related to the benefit termination voucher.
Attachments	Using this tab, users can upload attachment related to benefit termination voucher

Buttons

Button Image	Description
	Set screen to Insert Mode. Users can then create a new record through this button.
	Set screen to Search Mode. Users can enter filter criteria and search existing entries. By default, when entering a feature, users are in Search Mode.
	Once a record has been created or searched for, users can return to the results screen when necessary.
	Lookup button allows users to browse and select existing items. Once selected, all available information automatically populates the corresponding fields.
	Add a new item to the attachment tab. A screen appears allowing users to enter new information for a attachment tab.
	Remove a record. A screen appears to confirm the record is deleted.
	When users are required to sort by a specific filtering criterion, the Select All button allows to highlight all the filter criteria.
	When users are required to sort by a specific filtering criterion, the Unselect All button unselects all previously highlighted filter criteria.
	Click to save the information inputted. The record is stored and a confirmation message is presented.

Medical Consultant

Overview

This entity is a catalog that keeps records of the Pension Fund registered Medical Consultants.

Navigation

Social Security Management ► Benefits Management ► Support Entities and Functions ► Medical Consultant

Medical Consultant Screen Fields

Fields	Description
Medical Consultant Id	Unique identifier. System generated.
Active	To indicate if a record is active and can be referenced. Default Value = True
Full Name	Medical consultant name.
Specialist	The medical consultant specialties.
Contact Information	Medical consultant's Contacts information.

Contact Information Tab

Overview

This entity allows the user to define the type of contact location types.

Contact Information Tab Screen Fields

Fields	Description
Is Main	Whether the contact added, is the main address, gets mentioned in this field.
Contact Type	Whether the contact added, is the main address, gets mentioned in this field.
Contact Location Type	Whether the contact mentioned home address, work address, gets mentioned.
Contact Value	The contact is defined in this field.
Language	Language used to define the contact.
Description	Description regarding the contact is mentioned in this field.

Medical Specialty

Overview

This entity is a catalog that keeps records of the different Medical Specialties.

Navigation

Social Security Management ► Benefits Management ► Support Entities and Functions ► Medical Specialty

Medical Speciality Screen Fields

Fields	Description
Id	Medical Speciality ID. System generated.
Active	True by default. Indicates if medical speciality can be used and referenced.
Language	Users can select the language users would like to use in the application.
Description	Medical Speciality Description.