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USE CASE #2

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by

Ashley Longnecker

on 15 December 2015

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Transcript of USE CASE #2

FUTURE STATE FLOW START
USE CASE #2
Annuities: Policy Pages
USE CASE OVERVIEW
Batch process to deliver new contracts issued from GARWin and LifeCAD
Print Process managed by the DMC
Manual policy assembly
IDENTIFIED CHALLENGES
Maintaining templates in various locations
Manual matching of correspondence output to forms/insert output
Hard copy delivery is predominately the available delivery option
Manual workarounds when changes cannot be made in production fast enough
Different states and LOBs have different requirements
CURRENT STATE PROCESS
Process Flow Diagram
Voya
Admin System
XML

X
Communications Designer Performs Automated Assembly & Composition Per Business Rules



Trigger Appropriate GANs, Buyers Guide, Consumer Notice, Filed Documents, State Applications etc.
Document is Archived in View360 with Applicable Click Data
Virtual QA: Pull Policies as Required
Prism Distributes Based on Customer Preferences
Policy Emailed to Customer or Agent
Agent SSN Masked
Fully Composed Document Sent to Appropriate Print Center
Print, Bind, and Package Policy
PRINT
ELECTRONIC
END
Automated Barcode Sort of Overnight and Standard Requests
Mail Out to Customer
Full transcript