System Manager

Figure 1: System Manager Configuration

Overview

System Manager is the central configuration hub of Interact SSAS. It governs the entire application’s behavior and structure, from master data and policy setup to financial, administrative, and workflow configurations. Its powerful customization options make it possible to adapt Interact SSAS to any country’s social security legislation.

Key Functional Areas

1. General Setup

   • Country settings, SSA identity and branding

   • Social Security Number (SSN), Employer Identification Number (EIN), and SSA Registration Number structures

   • Naming conventions, employee group classifications, benefit/contribution rate tables

   • User credential generation (manual or auto), payment numbering, and GL posting format

   • Credit posting logic (on filing or payment), medical benefit configurations

   • Integration of assessment periods and medical referee rules

   • System-wide message customization (welcome screens, alerts)

2. Application Forms

   • Configurable forms for registration, requests, claims

   • Workflow assignment with step-by-step approvals

   • Attachment requirement settings for each form type

3. Check Printing for Benefit Payments

   • Setup and assign printers and formats for benefit checks

4. Credit Units

   • Rules for how individuals earn credits and qualify for benefits, including rate limits

5. Job Type Setup

   • Classification of job types for policy differentiation and reporting

6. Intercountry Unions

   • Setup for social security reciprocity agreements across countries, with shared IDs and rules

7. Adjustments Setup

   • Define workflows for contribution corrections post-payment or filing

8. Master Table Definitions

   • Beneficiary, benefit, survivor, contribution, payment, penalty, and sickness code types

   • Employer classification by economic activity

   • Reasons for rejections, referrals, temporary SSNs, and account status changes

Role

System Manager is indispensable for:

• Ensuring compliance with country-specific regulations

• Managing foundational policy logic

• Structuring workflows and eligibility rules

Workbench Dashboard

Figure 2: Workbench Dashboard

Overview

The Workbench Dashboard centralizes all pending actions, requests, approvals, and notifications across Interact SSAS into a single user-centric interface. It is a dynamic task and transaction tracker designed to improve efficiency and responsiveness.

Key Features

• Unified view: All assigned tasks and pending activities in one place

• Role-based: Users see only tasks relevant to their roles

• Quick actions: Approve/reject requests directly

• Alerts: Notifications for urgent matters

• Customizable interface: (future) personalization options

Functional Coverage

Includes pending items across:

• Employer & SSN registration

• Contribution filings

• Case & compliance management

• Benefit claims & medical evaluations

• Financial transactions (invoices, penalties, refunds)

• Internal messaging, KYC updates, reinstatements

• Legal and court actions

• Document reviews and uploads

Role

The Workbench serves as the daily control center for each user, streamlining task management and ensuring no compliance or service request is overlooked.

Reporting

Figure 3: Report

Overview

Interact SSAS features an extensive suite of over 280+ reports and KPIs across operations, financials, compliance, benefits, and registration. These support evidence-based management, accountability, and regulatory reporting.

Categories of Reports

1. Registration Reports

   • Insured person and employer registration analytics

   • Sector and age group breakdowns

2. Contribution Reports

   • Payment summaries, shortfalls, overpayments

   • Employer performance and reconciliation

3. Benefit Claims Reports

   • Claim status, disallowances, claims by illness type or duration

4. Statistical Reports

   • Insured population by demographics, sector, density factors

5. Legal & Arrears Reports

   • Delinquent employers, debt agreements, court orders

6. Compliance Reports

   • Audit findings, lawsuits, collection variance

7. Pension & Survivor Analytics

   • Pensioner statistics, benefit eligibility changes, suspended payments

Features

• Export to Word, Excel, PDF

• Filter by region, demographic, time period

• Confidentiality controls per user role

Role

Supports oversight, forecasting, and strategic decisions. Essential for regulatory compliance, board reporting, and policy evaluation.

Email and Message Management

Figure 4: Employer e-Services Messaging Window

Overview

This module facilitates structured communication between the SSA and stakeholders (employers, individuals, etc.), tightly integrated with all other modules to automate and track correspondence related to claims, compliance, and services.

Key Features

1. Email Management

   • Define reusable templates with dynamic fields

   • Configure sender/recipient rules

   • Triggered by workflows (e.g., claim status, audit notices)

2. Message Templates

   • Custom subject, language, merge fields

   • Editable and deletable for admin efficiency

3. Messaging & Notifications

   • Send/receive messages through eServices portal

   • Tracks full message history

   • Filter and search received messages

   • Send categorized internal messages or grievance responses

4. Integration

   • Connected to Compliance, Benefit Claims, Contributions, and eServices

Role

Improves engagement, ensures secure communications, and reduces manual follow-up. It is the communication backbone of the Interact SSAS platform.