Mutations entered for the following calendar year are stored in eplix connect as ‘Pending’ until the premium invoice for the following year has been generated. The pending mutations are then processed.
As an example of a pending mutation, we will use a ‘salary and employment change’.
Log in to eplix connect.
- Click on ‘Contracts’ in the menu on the left.
- Select the relevant contract from the second menu on the left.
- Click on the ‘Insured Persons’ tab
- Select the insured person for whom you wish to make the change.
Click on the ‘Salary and employment change’ button.
Enter the change ‘Salary and employment change’; the change date (1) is in the following year. Click on ‘Send’ (2).
A pop-up will appear informing you that the change will be saved as a pending change until the premium invoice for the following year has been issued. Click on ‘Yes, proceed anyway’.
How to find pending changes.
- Click on ‘Contracts’ in the menu on the left
- Select the relevant contract from the second menu on the left.
- Click on the ‘Change log’ tab.
- Select the ‘Pending changes’ category.
- Click on the change you are looking for to open it.
In the policyholder view, you will also find the pending changes on the right-hand side under ‘Mutation history’ (1).