Introduction: This guide describes how to use SubPay with AnnuityNet.
Audience: Field users, Back-Office users.
Standard AnnuityNet payment is used for new transactions. SubPay is used to add additional contributions and expenditures to existing contracts.
A. The standard way using the Starting Point.
Note. Starting Point must be appropriately configured. It must contain the vendors allowed for the SubPay, and the required proprietary forms.
The next steps of the workflow are the same as for the standard AnnuityNet payment:
Send the Work Item for eSign
Back-Office approves the Work Item
Send back a notification to AnnuityNet to approve.
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