To access this module, click on Front Office Management - > Operations - > Funeral Rider Claim Payables -> Origination.
The following screen will open up:
Create a Funeral Rider Claim Payable
To originate a funeral claim payable, click on the Add New button on the top of the screen to open the following screen:
NOTE: In order to create a Funeral Rider Claim Payable, a Funeral Rider Claim has to be created first under Registry Management>Membership Withdrawal>Settlement>Funeral Rider Claim.
On this screen, fill in the following:
Funeral Rider Claim - click on the look up icon to open the following funeral rider claim look up dialog box:
Select the correct member whose claim is to be paid out from the above list of riders claim payables.
Amount - data will be automatically populated to this field when the member is selected from the look up dialog box.
NOTE: The amount is a charge that is setup in Accounts Management>Levies and Charges>Charges Determination>Well Known Charges.
Data will also be auto populated in the following fields: Member Account Number, Claimant Name, Member Mobile Number, Claimant Number, Member Identity Number, Claimant Identity Number once a funeral rider claim has been selected.
Remarks - type in the appropriate origination remarks into this field.
Once done with the above steps, click on the create button to save the information into the system.
On successful completion you will get a pop-up message confirming that the operation was successful.
View a Funeral Rider Claim Payable
To view the created funeral claims, click on the refresh button to reload data onto the screen.
Right click on an entry to reveal the view option against a payable to view more details about the entry:
To display the entries as below:
