Professional Body Configuration

• The Professional Body configuration in the e-Claim module allows organizations to define and manage recognized professional institutions for which claims can be submitted. This configuration is essential for handling claims related to professional study schemes and subscriptions, ensuring accuracy and consistency in claim processing.

Importance of Professional Body Configuration in the E-Claim Module

• Validation: Ensures claims are associated with recognized and approved professional bodies.

• Accuracy: Reduces errors by maintaining a standardized list of institutions.

• Compliance: Aligns claims with organizational policies and regulatory requirements.

• Streamlined Processes: Simplifies claim submission by providing a predefined list for employees.

Example Use Case

Scenario: An organization introduces a new policy to subsidize membership fees for professional bodies.

1. The system administrator adds "Chartered Financial Analyst (CFA) Institute" to the Professional Body list.

2. Employees submitting claims for CFA membership fees can now select this professional body during claim submission.

3. The system ensures that only claims associated with recognized professional bodies are processed, improving accuracy and compliance.

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Overview of Professional Body Configuration

The Professional Body listing is a centralized database of all approved institutions and organizations that employees can associate with their claims. By maintaining a standardized list, organizations ensure claims are validated against recognized bodies, reducing errors and ensuring compliance with internal policies.

Key Features of Professional Body Configuration

1. Main Details

   • Purpose: Define the fundamental attributes of a professional body.

   • Fields:

     • Name: The name of the professional body (e.g., "Institute of Chartered Accountants").

     • Code: A unique identifier for the professional body.

     • Country: The country where the professional body is based.

     • Description: Additional details about the body, such as its purpose or associated fields of expertise.

   • Importance: Ensures clarity and proper identification of professional bodies.

   • Example: "ACCA" (Association of Chartered Certified Accountants) with code "ACCA001" based in the United Kingdom.

2. System Configuration

   • Purpose: Standardizes the professional body listing across the organization.

   • Functionality:

     • Only system administrators can add or modify entries.

     • Changes are reflected organization-wide, ensuring consistency.

   • Importance: Prevents duplication and maintains an up-to-date database of recognized institutions.

   • Example: Adding "Medical Association" as a recognized professional body for healthcare professionals.

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Once created, the claimant will now be able to select this Professional Body in their respective claim in future. This configuration ensures smooth claim management while supporting employee professional development.

In the next section, we will explore the Subscriptions and Memberships configuration and its role in managing recurring claims within the e-Claim module.