Batch Exception

Files to be considered –

 Enrollment File
 Data Validation File
 Partial Duplicate File
 Orphan Record File
--Note-- : We do not open/consider Full Duplicate File.

File Type –

 Electronic
 Paper
Manually Correction on Enrollment File –

 Data Validation File – First name and Last name is missing, Home Phone no. is invalid, Premium Mode
value is invalid
 Partial Duplicate File – Duplicate spouse/employee/child product record exist.
Procedure Follows after correction –

 Save file as replacing last 4 digit of the current name to the current month and date.
 Paste that file into Share drive.
 Close the case as resolution – New File Will Be Processed
 And add the comment – New file will be processed and Batch ID - ________________.
Check Resolved barrier –

 Open CRM
 Search group by Group No. / Group Name.
 Open latest group whose status is In Force / Enrollment Material Completed / Enrolled
 Then go to Service  Cases.
 Check all those barrier’s whose tittle be like File record error.
 Open the barrier and check the Resc Desc.
 We consider only those Barriers whose Recxs Status  Completed / Complete.
 Then check the Barrier Desc. If it is match with your case issue and SSNs. Then close the case as No
Further Action Required.
 And add Comment like : Barrier (Barrier ID) already resolved/completed for same SSNs and isssues.
Procedure follows to create BMT –

 Enter Group No. Without AGC

 Enter Group name.
 Then enter 1 always in Text field
 Chose Reason Category with whom you assign the Barrier.
 Enter the description in remarks, related to your file issues.
  Enter the case ID
 Attach all the attachments which we considered.
 Click on Create Barrier button.

**Paper**
In paper case Attachments be like –

 Enrollment File
 Data validation / Orphan Record file
 Scanned Document
 Scanned Transmittal = 1 Enroller Scanned Document

Procedure to follow resolved Paper Case –

 Open the issue file. (Data Validation, Orphan Record File)

 Check the issue on Scanned document.
 If issue is valid, then create the barrier to CM(Client Manager).
 If issue is not valid then download the scanned document in PDF format and Send the mail to New
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