Processing Queue – Manager View

- Click on “Processing Queue” to view the unassigned request

- The queue consists of all Unassigned request that are pending to be assigned
- Assign button will be available for the user who have the authority to assign task
- Filter to show only the selected transaction in the list view

- By Default the filter for “Manager/Supervisor” user will show as “All”

- Based on the attributes list received for “Processing Queue”, all default attributes

will be viewable

- Click “More Columns” to add new columns for the Active logged in session
- User can scroll add/select additional columns from “New” by selecting new columns

that are not added by Default.

- New column will be added to the layout, scroll bar enabled for scrolling to view all

columns

Note: These New columns added will be available only for the user as a Default View
- Click to Select the task that requires to be assigned

- Click “Assign” button

- User can “Search” for a keyword from the attributes available

- By using, keyword search – assignment is possible for the user

- Upon clicking on “Assign”, Pop up window opens to choose the assignee

- Click “Routing Method” dropdown - by default will be listed as Round Robin

o Manager/Supervisor user can select either “Round Robin” or “User”

“Group”

- In-Application view for new request received in Inbox – is shown below in My Task.

- Select the drop down from “Reason”

- Choose One option shown from the drop down

- Enter “Remarks” and Save

 - If Routing Method selected as “User”

- Select Assign To

- Select Reason

- Add “Remarks” for the assignee

- Click “Save” to assign

Processing Queue – Normal Underwriter View

- LG/SME user view. User will only be able to view requests that are unassigned for

LG/SME
- Based on the attributes list received for “Processing Queue”, all default attributes

will be viewable

- Click “More Columns” to add new columns for the Active logged in session
- User can scroll add/select additional columns from “New” by selecting new columns

that are not added by Default.

- New column will be added to the layout, scroll bar enabled for scrolling to view all

columns

Note: These New columns added will be available as default for the user.

- Click to Select the task that requires to be assigned

- Click “Assign” button

- User can “Search” for a keyword from the attributes available

- By using, keyword search – assignment is possible for the user

- Upon clicking on “Assign”, Pop up window opens to choose the assignee

- Click “Routing Method” dropdown - by default will be listed as Round Robin

o Underwriter user can select either “Round Robin” or “User” “Group”

- Select the drop down from “Reason”

- Choose One option shown from the drop down

- Enter “Remarks” and Save

 - If Routing Method selected as “User”

- Select Assign To

- Select Reason

- Add “Remarks” for the assignee

- Click “Save” to assign

Submission Queue – Updated UI

Applicable for Submission Queue Type

Task Attributes Default/Additional

Task Reference
Number Display by default

Task Type Display by default

Task Sub-type Display by default

Task Status Display by default

Task TAT Display by default

Task
Received/Created
On Display by default

Task Submitted On Display by default

Display by default
(System or
Underwriter's
Quote Issued By Name)

Quote Status Display by default

Group Client
Number Display by default

Should appear on
Group Client Type selection

Group Client Name Display by default

Parent Group Client
Name Display by default

Display by default
for ISG/Should
appear on
Plan selection for LG

Channel Display by default

Partner/Broker Should appear on

Name selection

Should appear on
Agent selection

Should appear on
Agent Type selection
 Should appear on
Channel Location selection
Policy Effective
Date Display by default

Note: The attributes label name should match the label name in OHI. For example, if OHI has
Policy Effective Date as Contract start date – Then the attribute names to be renamed to match
OHI terminology. All the attributes mentioned here are final.

Label Names to be reviewed

Group Account Number

Group Account Name
Group Client Name
Parent Group Client Number
Parent Group Client Name
Contract Start Date (Policy Effective Date in MedNext)

The View will be the same for all User

Submission Queue – Normal Users View

- Filter by - LG/SME user View

- Based on the attributes list received for “Submission Queue”, all default attributes

will be viewable

- Click “More Columns” to add new columns for the Active logged in session
- User can scroll add/select additional columns from “New” by selecting new columns

that are not added by Default.

- Note: These New columns added will be available as default for the user.
- User can select the Submitted quote and assign to an U/W to update the quote output

document or make changes to the request/iterate

- Upon clicking on “Assign”, Pop up window opens to choose the assignee

- Click “Routing Method” dropdown - by default will be selected as Round Robin

- Select the drop down from “Reason”

- Choose One option shown from the drop down

- Enter “Remarks” and Save

 - If “Routing Method” selected as ”User”

- Select Reason

- Select Assign To

- Add “Remarks” for the assignee

- Click “Save” to assign

Submission Queue – Manager/Supervisor View

- List of all Requests that are Submitted to BPM from QT tool.

- Click “Filter” to list the view

- By default “All” is selected

- Based on the attributes list received for “Submission Queue”, all default attributes

will be viewable

- Click “More Columns” to add new columns for the Active logged in session
- User can scroll add/select additional columns from “New” by selecting new columns

that are not added by Default.

- Note: These New columns added will be available as default for the user.
- User can select the Submitted quote and assign to an U/W to update the quote output

document or make changes to the request/iterate

- Upon clicking on “Assign”, Pop up window opens to choose the assignee

- Click “Routing Method” dropdown - by default will be selected as Round Robin

- Select the drop down from “Reason”

- Choose One option shown from the drop down

- Click Save

- If “Routing Method” selected as User/Group/Round Robin

- Select Assign To

- Select Reason

- Add “Remarks” for the assignee

- Click “Save” to assign