List of Functional Requirements for Member / Dependent Demographics module:
- 1. Universal People Search functionality provides a rich set of attributes for searching members, dependents and pensioners
- 2. The system detects if the person is in multiple roles and provides easy navigation for quick switching between person’s roles, e.g., when person is a member and at the same time is a dependent of another member.
- 3. Ability to quickly open person’s profile (Funds/Union Member Profile, Pension Account, Dependent Profile) and launch any business transactions for that person (e.g., View Benefit Eligibility, Check Dues Payments, Open Pre-Paid Legal Case, Enroll in 401(k), Maintain Demographics, Change Pension Account, etc) with provisions to the security enforcements in the system at the time of operation. Such functionality is called “Launch Pad”
- 4. Ability to add a new member
- 5. The system is able to generate a list of all New Hires added to the system.
- 6. Ability to enroll member in benefit funds
- 7. Ability to enroll member’s dependents. This primarily means add/change/delete functionality with respect to Dependents’ names, SS#’s, and other demographic information.
- 8. Maintain member / dependent demographics
- 9. Utilization of different Addresses for different purposes and historical tracking of Address changes.
- 10. Address entry is checked in real time to meet USPS specifications and is CASS verified (address is recognized as deliverable by USPS).
- 11. Ability to maintain photo of member on the system which is displayed when member master record is queried
- 12. Capable of listing any dependents the employee may have. The system shows dependent’s name, SS#, sex, relationship, birth date, eligibility date, and whether a dependent is a full-time student or permanently disabled.
- 13. Generate Union ID
- 14. Mass operations – ability to selectively choose people (using check boxes in the search result) and perform mass operations, such as mass eligibility extension or any other operation present on the Launch Pad
- 15. Maintain MRN and BC/CS Alternate ID
- 16. Enter and keep user comments on the Launch Pad
- 17. Maintain member work history
- 18. Enter hours & wages manually
- 19. Conversion of all existing active and inactive member and dependent records into UFIMS