russellhltn wrote: Fri Jul 21, 2023 12:04 pm
I wouldn't rule out the possibility that what I'm suggesting is the approved method, but the employee you talked to didn't know it. You might want to follow up up with an email or a special request on that record to see what they say. The problem with a phone call is it puts pressure on to come up with an answer immediately. A email allows time to consult and research.
So, just to follow up on this. Just to satisfy your curiosity, I contacted via email so that they'd really have some time to think about it. I actually, for whatever reason, got two responses to my question, about two weeks apart. The first one said this:
Thank you for your email. We were able to look into your request and we suggest to re-submit a membership audit and not select their name or marriage and that should resolve the issue. Thank you.
So, basically, exactly what was said on the phone -- to just run it through again with a new audit and NOT mark them as married so that it goes away.
The more recent reply that I got weeks later (today actually) so that they REALLY had some time to think about it:
If the member will not provide the information regarding her marriage, she will remain an audit exception. It is up to you if you want to run a new audit and mark her as not married, or leave her as an audit exception.
So, pretty much the same thing once again -- either leave it as an exception with no resolution -- or run a new audit to clear out the exception.
They didn't really go with what you had been recommending -- even when they answered the same question 3 different times and even when 2 of them where via email so that they had lots of time to think about it as you requested. Whether or not you have the correct "Approved method", but 3 different official people are telling me otherwise is anyone's guess...