Difference between revisions of "Executive Access"
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First level access is the operating system access level. All users will have their accounts created and issued to them. Using the link provided by the system administrators, access the system on the browser and login using your username and password. | First level access is the operating system access level. All users will have their accounts created and issued to them. Using the link provided by the system administrators, access the system on the browser and login using your username and password. | ||
| − | [[File:oslogin.png| | + | [[File:oslogin.png|600px|thumb|center|First Level User Access ]] |
On Successful login, the screen below is displayed with access links to the different authorized applications. | On Successful login, the screen below is displayed with access links to the different authorized applications. | ||
| − | [[File:Acsmenu.png| | + | [[File:Acsmenu.png|600px|thumb|center|Second Level User Access ]] |
===b.Second Level Access=== | ===b.Second Level Access=== | ||
Second level access is the application access level. All users will have their accounts for this level created and issued to them by the system admin. Locate the section named AIMS GB, and click on the link cyberscreen HTML. The link opens up Aims 2018 which is web based. At this level you use your email and password. If it is a first time access, the admin will provide a default password which will prompt you to reset when you login. | Second level access is the application access level. All users will have their accounts for this level created and issued to them by the system admin. Locate the section named AIMS GB, and click on the link cyberscreen HTML. The link opens up Aims 2018 which is web based. At this level you use your email and password. If it is a first time access, the admin will provide a default password which will prompt you to reset when you login. | ||
| − | [[File:Aimslogin.png| | + | [[File:Aimslogin.png|600px|thumb|center|Second Level User Access ]] |
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The outbox shows all the activities that you have actioned and have moved to another user for further processing or have reached the final stage of processing. | The outbox shows all the activities that you have actioned and have moved to another user for further processing or have reached the final stage of processing. | ||
| − | [[File:Inbox.png| | + | [[File:Inbox.png|600px|thumb|center|Inbox and Outbox Tasks ]] |
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* q- Page navigation | * q- Page navigation | ||
| + | ==POLICY ENDORSEMENT APPROVAL== | ||
| + | |||
| + | ===Escalate Debit=== | ||
| + | |||
| + | [[File:Escalatedebit.png|600px|thumb|center|Approve Debit Button]] | ||
| − | + | *Select the person to '''Escalate-to'''. | |
| − | === | + | *Input comment or reason for escalation and press the '''Escalate''' button. |
| + | *An email notification is sent to the the person the debit is escalated to. | ||
| + | |||
| + | |||
| + | ===Approval/Decline Debit=== | ||
| + | |||
| + | [[File:Approvedebitbutton.png|600px|thumb|center|Approve Debit Button]] | ||
| + | |||
| + | *After clicking the '''Approve''' button, the screen below opens. | ||
| + | |||
| + | [[File:Approvedeclinebutton.png|600px|thumb|center|Approve/Decline Debit buttons]] | ||
| + | *Input the Approval or Decline comment then press either '''Approve''' or '''Decline''' to post. | ||
| + | *Use '''Approve''' button to authorize debiting of the policy | ||
| + | *The '''Decline''' button prevents debiting and the endorsement can be re-escalated after updating. | ||
===Policy Renewal Approval=== | ===Policy Renewal Approval=== | ||
| + | Policy with high loss ratio or outstanding premium balance will require an approval before renewal. | ||
| + | |||
| + | [[File:Escalaterenewal.png|600px|thumb|center|Escalate Renewal policy]] | ||
| + | |||
| + | To approve the renewal request, Navigate to the policy page and use the '''Renewal''' button. The screen below will be opened. | ||
| + | |||
| + | [[File:Approvedeclinerenewal.png|600px|thumb|center|Approve/Decline Renewal Request]] | ||
| + | |||
| + | *Input approval/decline comment and press '''Approve/Decline''' button. | ||
| + | *After successful approval, the policy can be renewed normally. | ||
| + | *Select person to escalate to in the drop down option. | ||
| + | *Input description for the approval request. | ||
| + | *An email notification is sent to the approver. | ||
| + | ==REQUISITION APPROVAL== | ||
| + | In AIMS, Claim payment processing begins with creating a payment requisition. | ||
| + | :*Use the '''Raise Claim Requisition''' button to create a new requisition. | ||
| + | :*Based on the set user matrix, the requisition is escalated for verification and approval. | ||
| + | :*Use the '''Escalate''' button to Escalate the requisition. | ||
| − | + | [[File:Claimrequisition.png|600px|thumb|center|Claim Requisition Screen]] | |
| − | + | :*After a requisition has been escalated, an email notification is sent to the approver. The Escalated requisition request will also have an entry in the AIMS INBOX page. | |
| − | + | :*Use the '''Approve''' button to approve the requisition. | |
| − | |||
| − | + | [[File:Approverequisition.png|600px|thumb|center|Approve Requisition Screen ]] | |
| − | [[File: | ||
| − | * | + | ==Claim Payment== |
| − | * | + | *Use the '''Escalate ''' buttonto escalate the requisition |
| − | + | [[File:bb1.jpg|600px|thumb|center|Reports Link ]] | |
| − | + | *After a requisiion has been escalated, an email notiication is sent to the approver. The escalated requisitionrequest will also have an entry in the AIMS INBOX page. | |
| − | + | *Use the '''Approve ''' button to approve requisition. | |
| + | [[File:bb2.jpg|600px|thumb|center|Reports Link ]] | ||
Latest revision as of 05:05, 5 September 2024
Contents
ABOUT AIMS
Advanced Information Management System (AIMS) is a suit of application software developed to cater for the diverse needs of individuals and companies operating in various environments. It comes in modules that are fully integrated. The software has evolved over years being refined after every release. AIMS2018 being the latest release has the following additional features:
- ✔ Web based
- ✔ New processing features
- ✔ Workflow
- ✔ Real-time financial
- ✔ Enhanced security
- ✔ System Audit
- ✔ Notifications
Maintenance
Aims system has been developed using various web technologies which makes the system very flexible. Its Menus are stored in a database hence giving more flexibility in terms of the AIMS menu management. In addition, the AIMS system support team is fully alert and support can also be provided remotely when needed. Support issues are managed and maintained through Aimsoft Helpdesk system.
Environment
AIMS currently runs on Linux based operating systems and Oracle database.
User Interface
AIMS is very user-friendly, it requires little computer or technical knowledge to operate. The system is easy to learn and use as users with only short training are able to navigate and process in the system.
Security
AIMS has access control to various functions and modules of the system, for instance, users working in Claims Department will only be able to see and perform functions that relate to their Department while those in Reinsurance will only have menu options related to the Reinsurance. Further to user access, user processing limits can also be set per product and appropriate escalations will be enabled during processing.
Documentation
AIMS comes with a full set of User and Systems Manuals that are easy to read and understand by all levels of users.
SYSTEM ACCESS
Aims has two-level user validation to access the system. This enhances the security at both operating system level and application level.
a.First Level Access
First level access is the operating system access level. All users will have their accounts created and issued to them. Using the link provided by the system administrators, access the system on the browser and login using your username and password.
On Successful login, the screen below is displayed with access links to the different authorized applications.
b.Second Level Access
Second level access is the application access level. All users will have their accounts for this level created and issued to them by the system admin. Locate the section named AIMS GB, and click on the link cyberscreen HTML. The link opens up Aims 2018 which is web based. At this level you use your email and password. If it is a first time access, the admin will provide a default password which will prompt you to reset when you login.
INBOX /OUTBOX
Login in directs you to your inbox and outbox section. Aims 2018 has incorporated an inbox and outbox which helps you manage your pending activities. The inbox shows all the activities that are awaiting your action. At the end of each activity is a link labelled Take action which directs you to the screen for processing the activity. The outbox shows all the activities that you have actioned and have moved to another user for further processing or have reached the final stage of processing.
- a- User Inbox/Outbox link. Click to access inbox/outbox.
- b- Click to hide sidebar links
- c- System Account period
- d- System date
- e- Logged in user name. Click to open user profile page or logout from AIMS
- f- Sidebar links
- g- Inbox link
- h- Outbox link
- i- Number of rows to be displayed
- j- Search box
- k- Policy entry Client name and Endorsement number
- l- User who last worked on the policy entry
- m- Activity to be done for the policy entry
- n- Date last worked on the policy entry
- o- Take action link
- p- Number of rows displayed and the total fetched
- q- Page navigation
POLICY ENDORSEMENT APPROVAL
Escalate Debit
- Select the person to Escalate-to.
- Input comment or reason for escalation and press the Escalate button.
- An email notification is sent to the the person the debit is escalated to.
Approval/Decline Debit
- After clicking the Approve button, the screen below opens.
- Input the Approval or Decline comment then press either Approve or Decline to post.
- Use Approve button to authorize debiting of the policy
- The Decline button prevents debiting and the endorsement can be re-escalated after updating.
Policy Renewal Approval
Policy with high loss ratio or outstanding premium balance will require an approval before renewal.
To approve the renewal request, Navigate to the policy page and use the Renewal button. The screen below will be opened.
- Input approval/decline comment and press Approve/Decline button.
- After successful approval, the policy can be renewed normally.
- Select person to escalate to in the drop down option.
- Input description for the approval request.
- An email notification is sent to the approver.
REQUISITION APPROVAL
In AIMS, Claim payment processing begins with creating a payment requisition.
- Use the Raise Claim Requisition button to create a new requisition.
- Based on the set user matrix, the requisition is escalated for verification and approval.
- Use the Escalate button to Escalate the requisition.
- After a requisition has been escalated, an email notification is sent to the approver. The Escalated requisition request will also have an entry in the AIMS INBOX page.
- Use the Approve button to approve the requisition.
Claim Payment
- Use the Escalate buttonto escalate the requisition
- After a requisiion has been escalated, an email notiication is sent to the approver. The escalated requisitionrequest will also have an entry in the AIMS INBOX page.
- Use the Approve button to approve requisition.
