Demo
Video #1
Video #2
Video #3
Video #4
100

When does Pension Solution (BenefitConnect and the new myCalSTRS) go live for the Contact Center and for the members?

FR2; Fall of 2021

100
  • Question: When will FR2 take place?
  • Approximately fall 2021
100
  • In the Person Demographic Details screen how is information displayed?
  • Vertically
100
  • To view notes, use the ____ panel:
  • Person Details
100

Question 1

Answer 1

200

What will happen at FR3?

c) BenefitConnect and the new myCalSTRS are optimized with additional functionality.

200

What screen will appear if a caller does not enter any information into the automated phone system?

  • The Person Lookup screen
200
  • What two tabs in the Person Details Panel can you view beneficiary information in?
  • Relationship and Beneficiary
200
  • All of the following are different types of BenefitConnect notes except:
  • SharePoint Notes
200

Q2

A2

300

Which three processes did Nick cover in his demo of the new myCalSTRS?

b) Address Change, Direct Deposit, and Verification of Benefits.

300
  • Question: What screen will appear when a populated call comes in?
  • The Person Maintenance screen
300
  • What panel can you find direct deposit information in?
  • Person Details
300
  • System generated notes such as "Membership started with date 08/01/1995" are
  • Event Logs
300

Q3

A3

400

Besides the “Back” and “Next” buttons, what can the members use to navigate the steps to update their Direct Deposit?

d) The “Wizard” steps toward the top of the screen.

400
  • Question: How many panels appear within the Person Maintenance screen?
  • 7
400
  • What panel can you find membership date information?
  • Membership Details
400
  • Imaging will be called ____ in the new system.
  • ECM (Enterprise Content Management)
400

Q4

Q5

500

Once a member has generated their Verification of Benefits letter, how can they view the letter they requested?

a) They can download a PDF of the letter immediately or navigate to the “View My Documents” screen.

500
  • Question: Which panel contains the mailing address?
  • Person Details panel
500
  • Under which tab in the Membership Detail Panel can you find the name of the members employers?
  • Employment
500
  • To view imaged documents, from the Person Maintenance Screen click on
  • View Images button
500

Q5

A5

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