Rani Agrawal

Relationship is an online customer relationship management (CRM) tool that integrates sales and service into a unified system, while providing easy access to information. Relationship tracks opportunity and sold business information pertaining to RIS, Group, and Individual Distribution. The system is also used for activity and intermediary management.

ANZ Bank, within Asia, has initiated a strategic Retail Channel Enablement (RCE) initiative to implement a regional internet and mobile banking platform that will support the growing needs and expectations of the Bank’s customers across three countries in Asia i.e. Hong Kong, Singapore, China.
The channels will support the businesses and associated customers of Retail Banking, Wealth Management, Private Banking, and Commercial (SME) Banking.

COMPASS Pain Points are 9 indentified processing areas specific to COMPASS. These are processes identified as having time consuming manual work around for the process or absence of functionality that would allow us to accept more/new business. These are being worked on as a project that will provide process efficiencies, enhancements, or automation with each one. Each topic will have additional items within them, but all pertain to the main processing area. Here is the list of the 9 COMPASS… Show more

COMPASS Pain Points are 9 indentified processing areas specific to COMPASS. These are processes identified as having time consuming manual work around for the process or absence of functionality that would allow us to accept more/new business. These are being worked on as a project that will provide process efficiencies, enhancements, or automation with each one. Each topic will have additional items within them, but all pertain to the main processing area. Here is the list of the 9 COMPASS Pain Points:
Bill Balancing, Member Backdating, Lapse/Reinstatement, Member Direct, eFT, Risk Group Rules, Letters, Self-Accounting, Variances

Roles & Responsibilities:
- Scrum Master
- Conducting daily scrum meetings
- Estimations of Project
- Monitoring team members for processes.
- Requirement understanding
- Test case Writing and Execution
- Daily status updates to stakeholders.
- Getting the queries resolved from Business Leads and Onsite QA coordinator.
- Process Working Group Committee Member for Organization. Show less

The intent of this project is to build out Member Web functionality for COMPASS dental customers, which inherently includes some enhancements for the current dental products. This will be facilitated by moving PDSII dental information from the Insurance tab to the Health tab of Member Web. The member functionality needed includes accessing claim information and history, claims in process, viewing EOBs online and Benefit Summary, accessing information on
dental health and dental discount… Show more

The intent of this project is to build out Member Web functionality for COMPASS dental customers, which inherently includes some enhancements for the current dental products. This will be facilitated by moving PDSII dental information from the Insurance tab to the Health tab of Member Web. The member functionality needed includes accessing claim information and history, claims in process, viewing EOBs online and Benefit Summary, accessing information on
dental health and dental discount programs, as well as other tools supporting the member experience. Show less

Benefit Summaries project is to generate the PDFs for customer who explains the benefits of his coverage’s in his insurance policy. This is used by filed representatives to give the overview of benefits to customers.

Previously an employer has Group Insurance for its employees through PFG. A new employee joins this employer. Currently, to provide Insurance coverage to this new employee, the employer sends a request to PFG in order to add the details of this employee through COMPASS.
After Project got completed the employer can directly login to the Employer Web and view/add/update/remove details of the employee. Once this is done, the employer can view the details of this member and its dependents.

Functional Support is kind of production support. Any defects/issues which detected in production environment by actual users will be assigned as a small functional support task. This can be on any application in organization. When business wants any new functionality in the existing system or business wants any modifications in the existing system.