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Benefit Compliance Document

Tue, 2019-09-10 02:58 — santoshkumar

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.

FieldDescription
Benefit Request IDIt 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 YearStores the fiscal year which is affected by the benefit compliance document. Users can select other opened fiscal years.
Start DateIt allows users to select the start date of the benefit compliance document.
End DateIt 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
GenderIt stores the beneficiary gender. Users define the gender through this drop-down list.
Beneficiary Initial Birth DateAllows users to select initial birth date through date picker.
Beneficiary Final Birth DateAllows users to select final birth date through date picker.
First Letter of Last NameAllows user to enter the first letter of the last name of the beneficiary.
Is Automatically Suspend Pension PaymentsThe default value of this checkbox is unchecked. It is used manage the execution of the process associated to automatically suspend.
LanguageIt stores the language. User defines the language through this drop-down list. English is set as the default value in this field.
DescriptionIt allows users to write short description related to benefit compliance document.
Attachments TabUsing 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 TabUsing 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 ImageDescription
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.


 

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