Business Requirements Specification
Contents
1. Multi User Relationship USER MANUAL 2013 3 1 3 2 3 3 3 4 3 5 3 6 v astute Table of Contents Ba KEPO ON e ste sacncacsscaccauanecassntacmesseszecadenseoastacaneanaea E T E 3 Specific User Roles and PermisSSiOnS esssesesesssserrsrrresrrrsrressrrrsrrrsrtrustrrsrtesstrrsrersrtenstersrtesstensrreereresereseees 3 The Multi User process defined ssesessessressrrnerrrssrrssrrensrrrsrtrsstrnsrtrssteustrnsrtesstensttesrtessteusteesetessteneeeeseeeseee 3 creaue eG U Santee wee E E E E E E E E 3 Creatine aE S T NI Se E EA E E 4 Linking an Assistant User to Multiple Primary USELPS ccccccssseccccssecceeesscceceesececeeseceeeeeeceesaeecessugecessees 5 De Linking an Assistant User from a Primary USEF ccccccesccccsssececeeseccceeecceeeesececeesecesseneccesauecesseneceseees 7 Derine a PINy o s ae eee Reem eo ee ere 8 VS NS a EV GSC ete sate ence asec cctscsere E EE 8 Transacting as an Assistant User Linked to many Primary USePs cccccscsseescceeeecsseeeesseeeeesesseeeseseees 9 Terminology and ICONS explained ccccccssseccceseccccensccccausececeeececceseceseeseceseeneceeseeseeeseuecessenecessaneeeets 12 BS SSS RUIGE srennscsce a once E AA E N 12 Page 2 of 12 v astute 1 Background Astute s User Management process used to allow Assistant Users to be linked to only one Primary User only This limited the User Management system by not allowing an Assistant User to process requests on2. delete this user Note that upon deleting an Assistant all the Primary User s will be de linked automatically prompted by the below confirmation Page 8 of 12 User Management Delete User Indian Ocean Deleting this assistant will cause the following user s to be delinked from this assistant Debbie Wall Donatelo Mutant and the assistant will be deleted and will not be able to transact Are you SURE you wantto continue 3 Transacting as an Assistant User Linked to many Primary Users Open the www astutefse com website Enter your Astute user name and password The enquiry process Transactions Place your mouse cursor over Transactions on the top menu bar after you have logged in and then over Consolidated Client Portfolio click on All Products on the drop down menu You will then be required to choose the Primary User you wish to transact on behalf of from the drop down list Consolidated Client Portfolio Transact On Behalf Of _ Select Primary user Client Search Details Capture your client s details Please note that the minimum criteria required to perform a transaction are Page 9 of 12 v astute FINANCIAL SERVICES EXCHANGE o The client s initials to be typed next to each other without commas spaces etc o Surname and o Date of birth In the event of duplicate clients existing on the Life Office s database the client s identity number or a policy
3. behalf of multiple Primary Users To ensure that the Primary and Assistant User relationship was accurately reflected the User Management functionality needed to allow an Assistant User to allocate transactions on behalf of different Primary Users The Multi User functionality allows for an Assistant User to be linked to multiple Primary Users in different Groups within the same Root and vice versa allowing for flexibility between Primary and Assistant Users 2 Specific User Roles and Permissions The table below lists the different type of users with a description of their access rights Description Allow Linking to Allow Delinking Add Edit Delete Add Edit Delete Assistant Assistant Primary User ser Te a E A E S l e Tee T o a The Multi user process defined 2 1 Creating a New User Log on to the Astute website using your User name and Password Click on the Administration tab situated next to the Message Box then select User Management The Root and Group that the registered Intermediary belongs to will appear Click on the Group to open the Group Management field Group Management Astute Staff To add a New User click on a The following screen will allow you to create the User All fields marked with an are mandatory Page 3 of 12 FINANCIAL SERVICES EXCHANGE User Management Add New User Identity Number fs Association Membership Number fs Title yar Me Initials Ps First Name s fs W
4. number will be required to refine the search Select the Life Office s Unit Trust Manager s or Linked Investment Company ies from which you wish to request the information You may further refine your search by indicating a Policy Contract Number per company ies Should you wish to submit more than one request you may click on the Perform another transaction button at the bottom of the page Click on the Continue button to submit the request s Read and accept the declaration if you have a valid client consent form click the button Accept and Submit All Enquiry s You will now get a screen prompting you to view the information in the Message Box Retrieving information from your message box Click on Message Box next to Transactions on the top menu bar The Message no is the tracking number of your request Description indicates the request type and the client name Request Time reflects the date and time that this request was submitted Replies Received shows the names of the Content Providers that have replied to your request If there are any outstanding replies click on Message box again to check for additional replies or use the refresh button of your browser Once all the Companies have replied click on message no in the first column Astute has three views o The first view is a short summary of the number of life products unit trusts packages and investments where the c
5. User to be linked by Clicking on the name of the Primary User in the Available Primary Users field Click on to move the Primary User to the Linked Parent Users field on the right To select Multiple Primary Users to be linked keep the Ctrl key on your keypad in and then click on all the Primary users you need to link to the assistant click to move the selected primary users to the Link Parent Users field on the right Root 1Astute Available Primary Users Linked Parent Users Astute Staff Shange Pearl pearlsh a Tony Test Wall Debbie DebW Astute Staf Smith Darryl darrylsm Astute Staff Jameson John JJames Astute Staff Smyth Ryan ryan smyth Baiat Astute Staf North Wendy Wendy Astute Staf Subuser LoganCA LoganCA ia Astute Staf Test Multi MUPTest Astute Staff Swart Chrisna chrisnas l i Astute Staf Tamine Clinton cta mine Astute Staff Tester IAR IARuser Astute Staf Thomas Gareth GarethT Astute Staf Thornton Billy SLIB3 Astute Staff van Heerden Pieter PSA Once complete save and the Assistant will be linked to the selected Primary Users NB Clicking on will move ALL Primary users to the right select ONLY if you would like to link all Primary Users to the Assistant User Page 6 of 12 astute NCIAL SERVICES E NGE 2 4 De Linking an Assistant User from a Primary User Click on the name of the Assistant User in the as
6. gement 5 Business Rules General default parent primary user Business Rules An Assistant user can only be associated linked to one default parent user An assistant user cannot be de linked from the default parent user A default parent user can be changed at any time Deleting a default parent primary user Business Rules When deleting a default parent user who is linked associated to an assistant s with no other associations links 1 1 that default parent user as well as the assistant s will be deleted When deleting a default parent user who is linked associated to an assistant s with other associations links with primary user s that default parent user will not be deleted until the assistant user has been assigned to a new default parent user Page 12 of 12
7. lient is the owner the life assured or both It furthermore comprises of response messages where a life company could not match the details of your request to their data base or where duplicate client records exist with the same initials surname and date of birth Page 10 of 12 7 astute ERVICES EXCHANGE o For more detail click on button List All Policies Products at the top or bottom of the page The second view opens with detailed information per company and product o Click on the policy contract number for the third view to see more information on that particular policy product NB Please note it is not possible for an Assistant User linked to many Primary Users to transact using and FNA tool e g Spotlight Atwork Xplan etc as this functionality is not yet available Page 11 of 12 4 Terminology and Icons explained Default Parent The Creator of the Assistant Primary User Registered Astute User Assistant User Personal Assistant Root The Default root that you belong to Available Primary Users All Users under the respective Root Linked Parent User Defaulted to the Default Parent Move all the elements from left to right Move the selected element from left to right Move the selected elements from right to left Move all the elements from right to left Edit User Disable User Add a New User Add an Assistant Delete User jo ol st Assistant Link Mana
8. ork Telephone Number Po Cellular Number e g Pe 0726551105 E mail Address Administration Role User Name NB The User Name is not automatically generated and needs to be created Product Assignments Consolidated Client Portfolio LifeAndRisk Assupol Life C LifeAndRisk Lib Spec 2 C LifeandRisk Omu Spec 2 C LifeandRisk RGT Spec 2 C LifeAndRisk SLM Spec 2 LinkedInvestments Assupol Life UnitTrustinvestment Assupol Life Choose the Product Assignments by clicking the checkbox next to LifeandRisk LinkedInvestemts and UnitTrustInvestments You also need to select the Billing object that corresponds with your company Now Click on submit to create the New User A system generated email will be send to the users email address with his Username and Password within 10 15 minutes of registration 2 2 Creating an Assistant User Select a Primary User under the respective Group to open the User Management field This User Will become the Parent User of the Assistant User Click on EN the following screen will allow you to Add an Assistant User Page 4 of 12 V astute NCIAL SERVICES EXCHANGE All fields marked with a are mandatory User Management Add New User identity Number Association Membership Number Title Initials First Wame s Surname Work Telephone Number Fax Number Cellular Number E mail Address LserName DefaultParent Multi A
9. sistant list S Assistant list The following option will then be available under the User Management field Click on Assistant Link Management The below screen will appear Root 1Astute Available Primary Users Linked Parent Users Astute Staff Shange Pearl pearlsh Tony Test Wall Debbie DebWV Astute Staff Smith Darryl darrylsm Astute Staff Jameson John JJames Astute Staff Smyth Ryan ryan smyth ae Astute Staff North Wendy WendyN Astute Staf Subuser LoganCA LoganCA ty Astute Staf Test Multi MUPTest Astute Staff Swart Chrisna chrisnas Astute Staff Tamine Clinton cta mine Astute Staf Tester IAR ARuser Astute Staff Thomas Gareth GarethT Astute Staff Thornton Billy SLIB3 Astute Staff van Heerden Pieter PSA Choose the Primary User to be de linked by clicking on the name of the Parent user in the Linked Parent User field To select Multiple Primary Users to be de linked keep the Ctrl key on your keypad in and click on all the users to be delinked and then click ES to move the selected users to the left Root 1Astute Available Primary Users Linked Parent Users fifteen Bezuidenhout Chris Chris Gezuidenhout Tony Test Wall Debbie DebWV 3fifteen Bezuidenhout Christopher ster ABSA Brokers Test Janse van Rensburg Zenta Zentaj ABSA Brokers Test moepadira bogosi bogositest4 ABSA Brokers Test Redd
10. ssistant group Dumisile Letticia Dumisilel The User Name is not automatically generated and needs to be created You may select an alternative Default Parent by clicking on the drop down list this is the creator of the Assistant User Click on submit to create the Assistant User All Assistant Users created under the Root Group will automatically be listed under the Assistant List Assistant list 2 3 Linking an Assistant User to Multiple Primary Users The process to link an Assistant User to more than one Primary User is as follows Click on the name of the Assistant User in the Assistant List ae Assistant list The following option will then be available under the User Management field Click on Assistant Link Management on the right of your screen The following screen will appear Page 5 of 12 FINANCIAL SERVICES EXCHANGE Root Astute Available Primary Users Linked Parent Users Jiteen Bezuidenhout Chris Chris Bezuidenhout Tony Test Wall Debbie DebW 3ifteen Bezuidenhout Christopher ster i ABSA Brokers Test Janse van Rensburg Zenta Zentaj ABSA Brokers Test moepadira bogosi bogositest4 ABSA Brokers Test Reddy Deven Devenr ABSA Brokers Test Sasman Madge abms001 ABSA Brokers Test van Niekerk Judy absabrktest01 ABSA Life Beneke Deon Deon ABSA Life de Freitas Goretti defreitasg ABSA Life Fasser Devika DevikaF Choose the Primary
11. y Deven Devenr ABSA Brokers Test Sasman Madge abms001 ABSA Brokers Test van Niekerk Judy absabrktest01 ABSA Life Beneke Deon DeonD ABSA Life de Freitas Goretti defreitasg ABSA Life Fasser Devika DevikaF Once complete save and the Primary User s will be de linked from the Assistant User NB Clicking on will move all Primary users to the left select ONLY if you would like to de link all Primary Users from the Assistant User Page 7 of 12 FINANCIAL SERVICES EXCHANGE 2 5 Deleting a Primary User Select the User you wish to delete from the User Management Tree View Hierachy amp ahTony Test o amp Ca pe East H b Davids Olga aam Wall Debbie then click on E to delete this user Note that upon deleting a User all Assistant Users linked to the Primary will be de linked automatically prompted by the below confirmation User Management Delete User Olga Davids Deleting this user will cause the following Assitants s to be delinked Davids Olga and the following assistant s will be deleted and will not be able to transact Are you SURE you want to continue Click on Submit to complete the process to delete a User 2 6 Deleting a Linked User Select the Assistant you wish to delete from the User Management Tree View Hierachy Assistant list S Hendricks Abdul Hendrich Kgomotso Mokolare Kgomotso Mokolare S Maarmam Basil E then click on _ to
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