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Wednesday, February 27, 2013

How to Detect a Life Event for an Employee When A Dependent Ages Out in Oracle Advanced Benefits (OAB)

Goal:
When a dependent ages out, how can a life event be detected on the employee?
Scenario :
  • Children of employees are not eligible for benefits after reaching the age of 18.
  • A dependent eligibility profile was created and attached to the plan (example: Medical).
  • The Maintain Designee Eligibility process is run to recognize that a dependent is no longer eligible, but the preference is to have a life event triggered on the employee's record when the child becomes ineligible. This is so the employee can change their options if needed (example: from Employee+Child to Employee Only).
Solution:

To implement the solution, please execute the following steps:
1. Create a Life event:
Navigation: Total Compensation > General Definitions > Additional Setup > Life Event Reasons
Name: Dependent Ages Out
Type: Personal
Person Changes button | Define Person Changes button
Name: Dependent Ages Out
Table Name: BEN_ELIG_CVRD_DPNT_F
Column Name: CVG_THRU_DT
Old Value : No Value
New Value : Any Value

Then go back to the Person Changes form and add 'Dependent Ages Out' and save.
2. Add this life event to your program.
Navigation: Total Compensation > Programs and Plans > Program Enrollment Requirements > Timing > Life Event.
The above solution is for clients using Oracle Advanced Benefits (OAB).

3. Run the Maintain Designee Eligibility process.
Navigate to Processes and Reports > Submit Processes and Reports > Single Request > Maintain Designee Eligibility. This is run for the employee; not for the dependent.
This should detect that the dependent is no longer eligible, and create a detected life event for the employee.
 
If using Oracle Standard Benefits (OSB), then process an Unrestricted life event via the Non-Flex Enrollment form.
This should end coverage for the dependent, and allow the employee to make election changes.

Metalink Reference - Note ID -279262.1

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