Scheme Setup Module

The scheme setup module implements the trust deed and rules of a scheme. These rules are implemented in the system through configurations such as Basic Scheme Details, Contribution Rates, Benefits Configuration Matrix etc.

To access the Scheme Setup dashboard, click the 'Scheme Setup' link on the landing page to open the 'Setup Links' Window. Below is a screenshot of the Scheme Setup dashboard:

Action

• Click on the hot links under the section 'labeled 1' to access shortcut routes to commonly visited links in the scheme setup module.

• Click on the menu items listed on the left side pane in the section 'labeled 2' to configure all Scheme Setup-related settings.

• Click on the button 'labeled 3' to access the system's Intelligent Assistant (IA) chatbot.

Tip

All the links under 'label 1' can still be accessed on the left side pane although some are tacked under sub-menus.