Function Control Numbers

The function Control Numbers is navigated to by clicking on the menu item Control Numbers in the main menu. The function Control Number allows sending requests for assigning of control numbers for intended payments of contributions and getting assigned control numbers. A user must have a valid User Name and Password provided by an administrator of the web IMIS with an assigned role incorporating an access to the functionality Insurees and Families/Payment/Add as an access to the functionality Control Numbers is guarded by the by the Login Page.

The Overviews Page appears after selecting Contrl Numbers in the main menu:

Open

Image 1.6.1 (Overviews Page)

Click on the button Overview Policies to move to the Search Policies Page with search criteria for policies in the memory of the device:

Open

Image 1.6.2 (Search Policies Page)

The application keeps track of all policies that were created within the application and/or uploaded unless the track of a policy is explicitly deleted by a user (see below). This feature allows to send requests for assigning control numbers for one or several policies simultaneously to the web IMIS before or after the policies are uploaded (after uploading is a preferred option).

The following search criteria are at disposal:

• Insurance No.

Enter an insurance number (or a subset of) of the head of family/group holding searched policies.

• Other Names

Enter another name (or a subset of) of the head of family/group holding searched policies.

• Last Names

Enter a last name (or a subset of) of the head of family/group holding searched policies.

• Insurance Product

Select from the list of available insurance products of searched policies.

• Uploaded From

Select from the date selector the lowest date of uploading to the web IMIS of searched policies.

• Uploaded To

Select from the date selector the highest date of uploading to the web IMIS of searched policies.

• Renewal Y/N

Select whether only renewed or only new policies are search for. Optional.

• Requested Y/N

Select whether only policies for which a control number has been requested or only policies for which a control number hasn’t been requested yet. Optional.

Click on the button Clear to clear all search criteria entered.

Click on the button Search to get a list of policies satisfying the search criteria. The Policies Page with the list of policies satisfying the search criteria appears:

Image 1.6.3 (Policies Page)

The following data are included with each policy:

• Insurance No.

Read-only data field. The insurance number of the head of a family/group holding a policy.

• Renewal

Read-only data field. An indication whether it is a new policy (N) or a renewal (Y).

• Names

Read-only data field. The full name (the other and the full name) of the head of the family/group holding the policy.

• Product Code

Read-only data field. The code of the insurance product of the policy.

• Product Name

Read-only data field. The name of the insurance product of the policy.

• Uploaded Date

Read-only data field. The date of uploading of the policy if it has been uploaded.

• Requested Date

Read-only data field. The date of requesting a control number for the policy if it has been requested.

• Checkbox

Check the box if the policy should be included in a subsequent operation (Delete, Request).

Click on the button Delete if the selected policies should be deleted from the list of policies.

Click on the button Request if assignment of a control number for the selected policies should be performed. The Request Control Number Page appears.

Image 1.6.4 (Request Control Number Page)

The following data items are included:

• Total Amount

The total amount of contributions associated with the selected policies for the request.

• Phone Number

The phone number of the requester/user where a SMS with the assigned control number should be sent.

• Type of Payment

Select one of the two relevant types of payment (Mobile Phone, Bank Transfer).

Click on button Get Control Number. The Login Page appears:

Image 1.6.5 (Request Control Number – Login Page)

If the application successfully logs in the Policies Page appears again.

Click on the icon <- in the upper part of the Policies Page to return to the Search Policies Page.

Click on the button Overview Control Numbers to move to the Search Control Numbers Page with search criteria for assigned control numbers:

Image 1.6.4 (Search Control Numbers Page)

Searching is done based on policies to which control numbers are assigned. The following search criteria are at disposal:

• Insurance No.

Enter an insurance number (or a subset of) of the head of family/group holding searched policies.

• Other Names

Enter another name (or a subset of) of the head of family/group holding searched policies.

• Last Names

Enter a last name (or a subset of) of the head of family/group holding searched policies.

• Insurance Product

Select from the list of available insurance products of policies of which control numbers are searched for.

• Uploaded From

Select from the date selector the lowest date of uploading to the web IMIS of searched policies.

• Uploaded To

Select from the date selector the highest date of uploading to the web IMIS of searched policies.

• Renewal Y/N

Select whether only renewed or only new policies are search for. Optional.

• Payment Type

Select one of possible type of payment (Bank Transfer, Mobile Phone). Optional.

Click on the button Clear to clear all search criteria entered.

Click on the button Search to get a list of policies satisfying the search criteria and assigned control numbers. The Control Numbers Page with the list of policies satisfying the search criteria and assigned control numbers appears:

Image 1.6.5 (Control Numbers Page)

Click on the icon <- in the upper part of the Control Numbers Page to return to the Search Control Numbers Page .