Benefits process parameters control aspects of Oracle Fusion Benefits evaluation and reporting processes. You select parameters to limit the persons and benefits objects for processing of eligibility evaluation, electable choices, and enrollment information.
• The list of parameters that appears for each process depends on the process that you select.
• Required parameters have an asterisk before the description.
• Some parameters contain default values that you can override, as required.
Note: A person or benefits object must meet all criteria, based on the parameters you select, to be included in the result of the evaluation process.
The following table describes the benefits process parameters:
Benefits Process Parameters Description
Common Processing Parameters These parameters are common to most benefits evaluation and reporting processes.
Effective Date
Used to determine eligibility, electability, and as a reference for deriving start and stop dates for enrollment, coverage, and rates.
• For life event processes, the effective date is the date on which the life event occurred.
• For scheduled processes, the effective date is equal to the life event occurred date.
Validate
Specify whether to update the database with the process results.
Options are:
• Roll back - database will not be updated
This option enables you to view the results of the process without making changes to
• Save - database will be updated
A best practice is to run the process without updating the database and view the results in the audit log. After you are satisfied with the results, rerun the process and select the parameter option that saves the results to the database.
Organization Name
Restrict processing to employees, and their related persons, whose primary assignment is associated with the organization name that you select.
Benefits Group
Restrict processing to persons in the benefits group that you select.
Location
Restrict processing to employees, and their related persons, whose primary assignment is in the location that you select.
Legal Entity
Restrict processing to active employees, and their related persons, in the legal entity that you select.
Person Name
Restrict processing to the identified person.
Person Type
Restrict processing to the person type that you select.
Person Selection Formula
Restrict processing to persons identified by the selected formula.
Postal Code Range
Restrict processing to employees, and their related persons, whose primary assignment location is included in the specified postal code range.
Life Event Parameters These parameters relate to life events, dates, and statuses.
Life Event
Restrict processing to persons who have the life event that you select.
Note: This parameter applies only to life event processes and temporal processes.
Life Event Occurred Date
Restrict processing to persons with a life event that occurs on the date that you select.
From Occurred Date
Start of the date range for the following processes:
• Reopen Life Events
• Back Out Life Events
• Purge Backed-Out or Voided Life Event Data
To Occurred Date
End of the date range for the following processes:
• Reopen Life Events
• Back Out Life Events
• Purge Backed-Out or Voided Life Event Data
Apply Defaults
Specify whether to assign the default benefit object to participants during the evaluation process.
Resulting Status
Life event status after the Back Out Life Events process completes.
Options are:
• Unprocessed
• Voided
• Manual
Loss of Eligibility Tracking Life Event
Status of the tracking life event after the process determines that the designee is ineligible.
Options are:
• Set to Processed status
• Remain in Started status
Detect Temporal Events
Specify whether and which types of temporal events to include in the process.
Adjust Open Enrollment Window Parameters
These parameters appear only for the Adjust Open Enrollment Window process.
New Enrollment End Date
Last date on which a person can enroll in the program or plan.
New Processing End Date
Last date on which the benefits administrator can apply elections.
New Default Enrollment Date
When processing enrolls persons in the program or plan if they fail to make an election.
Number of Days to Extend
Number of days to extend the current open enrollment end date so that employees can make elections.
Benefits Object Parameters These parameters relate to benefits programs, plans, and options, and include payroll.
Program Name
Restrict processing to participants and persons eligible for the specified program.
Note: Processing includes the program, plans in that program, and options in plan in the program.
Plan Name
Restrict processing to participants and persons eligible for the specified plan.
Plan Type
Restrict processing to participants and persons eligible for the specified plan type.
Note: Processing includes all active plans and options in plan of the selected plan type.
Plans Not in Programs
Restrict evaluation processing of participants and persons eligible for plans not in program.
Only Programs
Restrict evaluation processing to participants and persons eligible for all programs only.
Option Name
Restrict processing to participants and persons eligible for the specified option.
Payroll
Restrict processing to employees, and their related persons, whose primary assignment is associated with the payroll name that you select.
Compensation Object Selection Rule
Restrict processing by compensation object using the specified formula.
Purge Life Event Data Parameters These parameters apply to the Purge Backed-Out or Voided Life Event Data process only.
Life Event Type
Remove life events of the specified type.
Backed Out Status
Life event status for purging.
Options are:
• Voided
• Backed out
Note: Selecting Backed out purges data related to both Backed out and Voided life events during processing.
Delete Life Events
Remove life events with a Voided or Backed out status.
Delete Voided Potential Life Events
Remove potential life events with a Voided status.
Void Potential Life Events with Status
Voids potential life events that belong to any of these statuses:
• Detected
• Manual
• Unprocessed
The audit report and log file contain statistics on the total number of life events deleted. It also contains information about person numbers, life events deleted, life event name, life event occurred date, and life event status.
Administrative Parameters Various processes use these parameters, except as noted.
Assigned Life Event Date
When the scheduled life event is assigned to participants.
Example: As an open life event or administrative life event
Audit Log
Create an audit log for the process.
Concurrent Request
Process run record request identification number that contains the data to be purged.
Note: This description only applies to the Purge Participation Evaluation Audit Data process.
Close Enrollment Action Items These parameters apply to the Close Enrollment Action Items process.
Batch Name
Select a batch that you created using the Upload Enrollment Certifications workbook to close all action items in that workbook.
Action Item
Select a specific action item to close.
Close Previous Optional Action Items
Select Yes to close optional action items that do not cause suspension. For example, you might want to close For Your Information types of action items where it might not be necessary to see a certificate before closing.
Note: To run the process correctly, you use either the Batch Name parameter, or the Action Item and Close Previous Optional Action Items parameters.