To ensure that an MTA is completed correctly there are various actions that must be completed on OGI to ensure that the MTA is placed on cover, and to ensure that the documents are placed in the customer's online account.
Step 1: Complete the EDI adjustment
Firstly, complete the MTA request by following the standard EDI MTA processes.
Step 2: Complete the SMTA frame
Access the MTA processing frame via the Process Frames Menu and click on the MTA Processing option.
You will then be presented with the following frame:
Complete the following tasks:
- Enter the date of the adjustment - this must match the exact date of the MTA
- Enter the time of the adjustment - this must match the exact time of the MTA
- Select the type of adjustment
- Select that the adjustment is Permanent
- Is a balance owed?
- Yes - Select YES to Create Transaction (this will open the ABBY Frame)
- No - Select NO to Create Transaction (this will process the MTA without opening the ABBY frame)
- Ignore Remove Previous MTA Docs
Step 3: Complete ABBY Frame (if applicable)
If you have selected Yes to Create Transaction, you will be presented with the ABBY frame. Complete this as standard.
IMPORTANT: The MTA will not be completed and sent to the customer's account until you have completed the ABBY Frame. Process this frame as promptly as possible.
What is the SMTA Frame?
A customer can complete multiple MTAs, each of which will product new documents to override other documents that have already been issued during the policy lifecycle. These documents and MTAs can all look the same, so Stroll needed a method of identifying and versioning each MTA that is exported from OGI to Stroll.
The SMTA frame records the date and the time of the MTA that is being completed, and this data is then sent to the Stroll platform from OGI along with the EDI documents so that the platform knows which documents to group together and for which MTA.
The SMTA frame also allows us to reverse an MTA, by updating the status of the relevant version / MTA that needs to be reversed.