Please enable JavaScript.
Coggle requires JavaScript to display documents.
Canada Life CUSTOMER (PREFERENCES & CONSENTS What elections they'…
Canada Life
CUSTOMER
IDENTITY
who are they?
Name(s)
Mailing Address (s)
eMail Address (s) :
Date of Birth
Unique Customer Identifer
Phone Number(s)
Customer Type (person vs org)
Governance Unique Identifier (SIN or BIN)
RELATIONSHIPS
what relationships they have?
Plan Sponsor
Name
ID
Dependents
Name
Relationship
DoB
Education Institutes
Student Indicator
Beneficiaries
Details
Provider
ID
Name
Household
PURCHASED PRODUCTS
what products they purchased or use?
Product Info
Product ID
Product Name
Product Type
Product Details
Effective Dates
Coverage Details
Product Payment
Bank Account Info
Product Elections & Preferences
Direct Deposit permission
Notifications
Dependent permissions
Beneficary permissions (%, edits))
Contract vs Customer Level Debate
Product Roles?
PREFERENCES & CONSENTS
What elections they've made?
Elected Default Plan Sponsor
Elected Communication Language
Elected Feature Restrictions
Elected Website Language
Elected Claims Notifications
Elected Statement Delivery
Elected Statement Frequency
Elected News/Update Notifications
Elected Marketing Notifications (CASL)
ACTIVITY
what transactions and interactions they make?
Digital Reg/Link Transaction
Claims Transactions
....
enrollment
buying a product