Pay Deduction and Schedule upload in McCamish
Pre-requisites for successful file upload:
1) Pay Deduction and Meghdoot cash files are to be uploaded separately. If a single file has policies for pay deduction and cash, the policies will be reported in error.
2) The PAO code of the pay deduction file should be correctly updated in the pay deduction file.
3) Prior to uploading Pay Deduction file, collection for the special group should be done through the collection module.
4) Naming convention to be followed before uploading any file, so that any particular file can be identified easily. Every file should be named as ‘Office name_Schedule month_PAO Code (PAO code or Meghdoot)_XX(running number from 01).csv
5) In policies requiring Revival, same cannot be done through file upload. The policies will have to be revived through McCamish system by indexing the revival request.
6) In Case of pay deduction file upload the policy should be a part of the special group, any policy which is not a part of special group will be error out. Special group search to be done before creating a new special group.
7) In cases of Death, Maturity, Surrender, Survival claims it is advised to ascertain the premium in the respective policies and in case premium has been either deducted through pay deduction or entries are present in PRB, then the user first makes use of File upload functionality to upload the premium and once the premium is updated in McCamish the user indexes the above said claims.
8) The policies premium must be upto date before the month of schedule uploading if not then update the same with UPC in McCamish.
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