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  1. New Features 2017
  2. NF-4585

Credit Pool set-up in Demo_Lauren in Azure

    Details

    • Type: Bug
    • Status: Stage Testing
    • Priority: High
    • Resolution: Unresolved
    • Affects Version/s: None
    • Fix Version/s: None
    • Component/s: None
    • Labels:
      None
    • Environment:
      Others
    • Bug Severity:
      Medium
    • Module:
      UI Refresh
    • Reported by:
      Support
    • Item State:
      Stage QA - Production Deployment on Hold

      Description

      Hi all -

      I set up a credit pool in Azure for Demo_Lauren. When I look at employee Thomas Andrews, the spending credit options are showing but there isn't an amount (I was expecting to see allotted at $1000).

      I do not have the capability to recalculate in Azure so not sure if that is the only thing that needs to happen.

      I need to provide this demo today so if one of you could look into it, I would greatly appreciate it.

      Thanks!
      Jen

      Venkatesh Pujari
      Jaideep Vinchurkar
      Vinanti Yadav

        Attachments

          Activity

          vinanti.yadav Vinanti Yadav (Inactive) logged work - 05/Oct/17 10:19 AM
          • Time Spent:
            5h
             

            Analysis.
            Discussion.
            Jira updates.

          jennifer.leugers Jennifer Leugers created issue -
          jaideep.vinchurkar Jaideep Vinchurkar (Inactive) made changes -
          Field Original Value New Value
          Assignee Vijay Siddha [ vijays ] Vinanti Yadav [ vinanti.yadav ]
          vinanti.yadav Vinanti Yadav (Inactive) made changes -
          Status Open [ 1 ] In Progress [ 3 ]
          Hide
          jennifer.leugers Jennifer Leugers added a comment -

          Hi all - just checking to see if there has been any progress on this. Thanks!

          Show
          jennifer.leugers Jennifer Leugers added a comment - Hi all - just checking to see if there has been any progress on this. Thanks!
          Hide
          vinanti.yadav Vinanti Yadav (Inactive) added a comment -

          Hi Jyoti Mayne,

          Please refer below analysis point.

          Custmization deatils on main company
          Credit Pool Name : Executive Credit Pool is mapped with Benefit Type : Medical
          Plan Design Name : Cigna HDHP
          On General Plan Design Page : Plan Uses Credit Pool flag is set No.

          if any Plan want use credit Pool Plan Uses Credit Pool flag is must be YES .

          I also check CreditPool_Allocation, CreditPool_CashOut tables no records exist for this employee on main company.

          I tried below steps on HSPL Copy:
          Step 1: set Plan Uses Credit Pool flag is set Yes.
          Step 2 : Enroll in plan Effective Date 11/1/2017.
          Step 3 : from Enrollment summary get below details select Effective Date 11/1/2017
          in this page Enrollment details for enrolled plan are not display.
          Spending Credits Allotted $0.00
          Spending Credits Applied $0.00
          Spending Credits Remaining $0.00
          Spending Credits Cash Out $0.00

          I checked Credit pool details from back end from Credit Pool Allocation and Credit Pool CashOut table

          CreditPool_Allocation table:
          PreTaxAmount : 400.0000000000
          PostTaxAmount : 0.0000000000
          EffectiveDate : 2017-11-01 00:00:00
          TerminationDate : 2018-06-30 00:00:00

          CreditPool_CashOut table :

          ID Amount TotalRemainingAmount EffectiveDate TerminationDate
          177 0 600 2017-11-01 00:00:00 2018-06-30 00:00:00
          178 0 1000 2018-07-01 00:00:00 NULL

          Thanks,
          Vinanti

          CC : Jaideep Vinchurkar, Amruta Lohiya, Jennifer Leugers

          Show
          vinanti.yadav Vinanti Yadav (Inactive) added a comment - Hi Jyoti Mayne , Please refer below analysis point. Custmization deatils on main company Credit Pool Name : Executive Credit Pool is mapped with Benefit Type : Medical Plan Design Name : Cigna HDHP On General Plan Design Page : Plan Uses Credit Pool flag is set No. if any Plan want use credit Pool Plan Uses Credit Pool flag is must be YES . I also check CreditPool_Allocation, CreditPool_CashOut tables no records exist for this employee on main company. I tried below steps on HSPL Copy: Step 1: set Plan Uses Credit Pool flag is set Yes. Step 2 : Enroll in plan Effective Date 11/1/2017. Step 3 : from Enrollment summary get below details select Effective Date 11/1/2017 in this page Enrollment details for enrolled plan are not display. Spending Credits Allotted $0.00 Spending Credits Applied $0.00 Spending Credits Remaining $0.00 Spending Credits Cash Out $0.00 I checked Credit pool details from back end from Credit Pool Allocation and Credit Pool CashOut table CreditPool_Allocation table: PreTaxAmount : 400.0000000000 PostTaxAmount : 0.0000000000 EffectiveDate : 2017-11-01 00:00:00 TerminationDate : 2018-06-30 00:00:00 CreditPool_CashOut table : ID Amount TotalRemainingAmount EffectiveDate TerminationDate 177 0 600 2017-11-01 00:00:00 2018-06-30 00:00:00 178 0 1000 2018-07-01 00:00:00 NULL Thanks, Vinanti CC : Jaideep Vinchurkar , Amruta Lohiya , Jennifer Leugers
          vinanti.yadav Vinanti Yadav (Inactive) made changes -
          Assignee Vinanti Yadav [ vinanti.yadav ] Jyoti Mayne [ jyoti.mayne ]
          vinanti.yadav Vinanti Yadav (Inactive) made changes -
          Module Parent values: BenAdmin(10100) Parent values: BenAdmin(10100)Level 1 values: Enrollment(10107)
          Remaining Estimate 8h [ 28800 ]
          Original Estimate 8h [ 28800 ]
          vinanti.yadav Vinanti Yadav (Inactive) made changes -
          Remaining Estimate 8h [ 28800 ] 3h [ 10800 ]
          Time Spent 5h [ 18000 ]
          Worklog Id 83457 [ 83457 ]
          jennifer.leugers Jennifer Leugers made changes -
          Attachment screenshot-1.png [ 63645 ]
          Hide
          jennifer.leugers Jennifer Leugers added a comment -

          I've set all plans to Yes and it still is not showing ...

          Show
          jennifer.leugers Jennifer Leugers added a comment - I've set all plans to Yes and it still is not showing ...
          jennifer.leugers Jennifer Leugers made changes -
          Attachment screenshot-2.png [ 63646 ]
          Hide
          jennifer.leugers Jennifer Leugers added a comment -

          What else needs to be done? I'm showing the Executive Credit Pool and the plans are set to Yes.

          Show
          jennifer.leugers Jennifer Leugers added a comment - What else needs to be done? I'm showing the Executive Credit Pool and the plans are set to Yes.
          Hide
          jennifer.leugers Jennifer Leugers added a comment -

          Oh sorry - just realizing this wasn't assigned to me! But can verify it isn't working ...

          Show
          jennifer.leugers Jennifer Leugers added a comment - Oh sorry - just realizing this wasn't assigned to me! But can verify it isn't working ...
          jyoti.mayne Jyoti Mayne made changes -
          Assignee Jyoti Mayne [ jyoti.mayne ] Umesh Kadam [ umesh.kadam ]
          Hide
          umesh.kadam Umesh Kadam (Inactive) added a comment -

          Hi Jennifer Leugers,

          We are working on this. During our initial analysis we have found that, costs are properly getting stored in back end. But while displaying on UI system is populating $0.

          Thanks and Regards,
          :: Umesh Kadam

          CC : Satya, Amruta Lohiya, Jyoti Mayne, Rohan J Khandave, Harshawardhan Phalake

          Show
          umesh.kadam Umesh Kadam (Inactive) added a comment - Hi Jennifer Leugers , We are working on this. During our initial analysis we have found that, costs are properly getting stored in back end. But while displaying on UI system is populating $0. Thanks and Regards, :: Umesh Kadam CC : Satya , Amruta Lohiya , Jyoti Mayne , Rohan J Khandave , Harshawardhan Phalake
          jyoti.mayne Jyoti Mayne logged work - 06/Oct/17 01:24 PM
          • Time Spent:
            0.25h
             

            scenario discussion

          Hide
          umesh.kadam Umesh Kadam (Inactive) added a comment -

          Hi Jennifer Leugers,

          As per current implementation, system is fetching credit pool information using today's date and as off today there is not credit pool allocated to the employee, hence it is showing $0.00

          Rohan J Khandave, could you please look into this?

          Thanks and Regards,
          :: Umesh Kadam

          CC : Satya, Amruta Lohiya, Jyoti Mayne

          Show
          umesh.kadam Umesh Kadam (Inactive) added a comment - Hi Jennifer Leugers , As per current implementation, system is fetching credit pool information using today's date and as off today there is not credit pool allocated to the employee, hence it is showing $0.00 Rohan J Khandave , could you please look into this? Thanks and Regards, :: Umesh Kadam CC : Satya , Amruta Lohiya , Jyoti Mayne
          umesh.kadam Umesh Kadam (Inactive) made changes -
          Assignee Umesh Kadam [ umesh.kadam ] Rohan J Khandave [ rohan.khandave ]
          umesh.kadam Umesh Kadam (Inactive) made changes -
          Remaining Estimate 3h [ 10800 ] 0h [ 0 ]
          Time Spent 5h [ 18000 ] 12.5h [ 45000 ]
          Worklog Id 83725 [ 83725 ]
          umesh.kadam Umesh Kadam (Inactive) logged work - 06/Oct/17 04:30 PM
          • Time Spent:
            7.5h
             

            Analysis
            Discussion with Jyoti, Rohan and Harshwardhan
            Discussion with Ashwin for Company DB backup and issue

          umesh.kadam Umesh Kadam (Inactive) made changes -
          Module Parent values: BenAdmin(10100)Level 1 values: Enrollment(10107) Parent values: UI Refresh(14304)
          umesh.kadam Umesh Kadam (Inactive) made changes -
          Issue Type Support Activity [ 10301 ] Bug [ 1 ]
          Key WT-11460 NF-4585
          Project WORKTERRA [ 10000 ] New Features 2017 [ 11000 ]
          Status In Progress [ 3 ] Open [ 1 ]
          Support Task Type Customization [ 11204 ]
          Workflow WT_Support [ 54181 ] WT_Defects [ 54433 ]
          jyoti.mayne Jyoti Mayne logged work - 09/Oct/17 09:36 AM
          • Time Spent:
            0.5h
             

            discussion

          jyoti.mayne Jyoti Mayne made changes -
          Time Spent 12.5h [ 45000 ] 12.75h [ 45900 ]
          Worklog Id 83952 [ 83952 ]
          harshawardhan Harshawardhan Phalake (Inactive) made changes -
          Status Open [ 1 ] In Development [ 10007 ]
          harshawardhan Harshawardhan Phalake (Inactive) logged work - 09/Oct/17 03:46 PM
          • Time Spent:
            4h
             

            Analysis and coding and code check in for the same .

          Hide
          harshawardhan Harshawardhan Phalake (Inactive) added a comment -

          Hi Sachin Hingole,

          We have made code correction for the JIRA. Please test once deployed on azure.
          As system is fetching credit pool information using today's date as it should be fetched from effective date.

          Thanks,
          Harshawarhdan.

          CC: Rohan J Khandave

          Show
          harshawardhan Harshawardhan Phalake (Inactive) added a comment - Hi Sachin Hingole , We have made code correction for the JIRA. Please test once deployed on azure. As system is fetching credit pool information using today's date as it should be fetched from effective date. Thanks, Harshawarhdan. CC: Rohan J Khandave
          harshawardhan Harshawardhan Phalake (Inactive) made changes -
          Time Spent 12.75h [ 45900 ] 16.75h [ 60300 ]
          Worklog Id 83989 [ 83989 ]
          harshawardhan Harshawardhan Phalake (Inactive) made changes -
          Code Reviewed By Rohan Khandave [ 11903 ]
          Item State Parent values: Development(10200)Level 1 values: Ready for Local Testing(10209)
          harshawardhan Harshawardhan Phalake (Inactive) made changes -
          Assignee Rohan J Khandave [ rohan.khandave ] Sachin Hingole [ sachin.hingole ]
          sachin.hingole Sachin Hingole (Inactive) made changes -
          Status In Development [ 10007 ] Local Testing [ 10200 ]
          sachin.hingole Sachin Hingole (Inactive) made changes -
          Item State Parent values: Development(10200)Level 1 values: Ready for Local Testing(10209) Parent values: LB QA(10201)
          khandu.kshirsagar Khandu Kshirsagar (Inactive) made changes -
          Item State Parent values: LB QA(10201) Parent values: LB QA(10201)Level 1 values: LB Deployed(11600)
          sachin.hingole Sachin Hingole (Inactive) made changes -
          Item State Parent values: LB QA(10201)Level 1 values: LB Deployed(11600) Parent values: LB QA(10201)Level 1 values: In Testing(10210)
          sachin.hingole Sachin Hingole (Inactive) made changes -
          Item State Parent values: LB QA(10201)Level 1 values: In Testing(10210) Parent values: LB QA(10201)Level 1 values: Re-open(10212)
          sachin.hingole Sachin Hingole (Inactive) made changes -
          Status Local Testing [ 10200 ] Reopen in Local [ 10018 ]
          Hide
          sachin.hingole Sachin Hingole (Inactive) added a comment - - edited

          Still its reproducible on Azure.
          Can you please check and confirm. refer attachment

          Show
          sachin.hingole Sachin Hingole (Inactive) added a comment - - edited Still its reproducible on Azure. Can you please check and confirm. refer attachment
          sachin.hingole Sachin Hingole (Inactive) made changes -
          Assignee Sachin Hingole [ sachin.hingole ] Harshawardhan Phalake [ harshawardhan ]
          sachin.hingole Sachin Hingole (Inactive) logged work - 10/Oct/17 08:48 AM
          • Time Spent:
            20m
             
            <No comment>
          sachin.hingole Sachin Hingole (Inactive) made changes -
          Attachment Allotted.png [ 63931 ]
          sachin.hingole Sachin Hingole (Inactive) made changes -
          Time Spent 16.75h [ 60300 ] 17h 5m [ 61500 ]
          Worklog Id 84067 [ 84067 ]
          harshawardhan Harshawardhan Phalake (Inactive) logged work - 10/Oct/17 09:27 AM - edited
          • Time Spent:
            4h
             

            analysis and code check in

          harshawardhan Harshawardhan Phalake (Inactive) made changes -
          Status Reopen in Local [ 10018 ] In Development [ 10007 ]
          harshawardhan Harshawardhan Phalake (Inactive) made changes -
          Time Spent 17h 5m [ 61500 ] 19h 5m [ 68700 ]
          Worklog Id 84086 [ 84086 ]
          Hide
          harshawardhan Harshawardhan Phalake (Inactive) added a comment -

          Hi Sachin Hingole,
          We have made changes please test once deployed.
          Thanks,
          Harshawardhan

          Show
          harshawardhan Harshawardhan Phalake (Inactive) added a comment - Hi Sachin Hingole , We have made changes please test once deployed. Thanks, Harshawardhan
          harshawardhan Harshawardhan Phalake (Inactive) made changes -
          Assignee Harshawardhan Phalake [ harshawardhan ] Sachin Hingole [ sachin.hingole ]
          sachin.hingole Sachin Hingole (Inactive) made changes -
          Status In Development [ 10007 ] Local Testing [ 10200 ]
          sachin.hingole Sachin Hingole (Inactive) made changes -
          Item State Parent values: LB QA(10201)Level 1 values: Re-open(10212) Parent values: LB QA(10201)
          khandu.kshirsagar Khandu Kshirsagar (Inactive) made changes -
          Item State Parent values: LB QA(10201) Parent values: LB QA(10201)Level 1 values: LB Deployed(11600)
          sachin.hingole Sachin Hingole (Inactive) made changes -
          Item State Parent values: LB QA(10201)Level 1 values: LB Deployed(11600) Parent values: LB QA(10201)Level 1 values: In Testing(10210)
          sachin.hingole Sachin Hingole (Inactive) made changes -
          Item State Parent values: LB QA(10201)Level 1 values: In Testing(10210) Parent values: LB QA(10201)Level 1 values: On Hold(10211)
          sachin.hingole Sachin Hingole (Inactive) logged work - 11/Oct/17 12:53 PM
          • Time Spent:
            1h
             
            <No comment>
          sachin.hingole Sachin Hingole (Inactive) made changes -
          Attachment CreditPoolRemaining.png [ 64068 ]
          Hide
          sachin.hingole Sachin Hingole (Inactive) added a comment -

          Verified on Azure, working fine.
          Now its showing the credit pool as per employee payroll schedule.

          Jennifer Leugers - Fix for this is deployed on Azure, Can you please check this.

          Show
          sachin.hingole Sachin Hingole (Inactive) added a comment - Verified on Azure, working fine. Now its showing the credit pool as per employee payroll schedule. Jennifer Leugers - Fix for this is deployed on Azure, Can you please check this.
          sachin.hingole Sachin Hingole (Inactive) made changes -
          Time Spent 19h 5m [ 68700 ] 20h 5m [ 72300 ]
          Worklog Id 84273 [ 84273 ]
          harshawardhan Harshawardhan Phalake (Inactive) made changes -
          Time Spent 20h 5m [ 72300 ] 22h 5m [ 79500 ]
          Worklog Id 84086 [ 84086 ]
          jyoti.mayne Jyoti Mayne made changes -
          Time Spent 22h 5m [ 79500 ] 22h 35m [ 81300 ]
          Worklog Id 85051 [ 85051 ]
          Hide
          jennifer.leugers Jennifer Leugers added a comment -

          Hi all - where is this seen in the employee workflow? I'm again testing with Thomas Andrews and I see no mention of the Defined Contribution. I only see it on the confirmation statement ...

          Show
          jennifer.leugers Jennifer Leugers added a comment - Hi all - where is this seen in the employee workflow? I'm again testing with Thomas Andrews and I see no mention of the Defined Contribution. I only see it on the confirmation statement ...
          Hide
          jennifer.leugers Jennifer Leugers added a comment -

          I also have it set as a flat amount of $1,000 but it is showing on his confirmation as $461.53.

          Show
          jennifer.leugers Jennifer Leugers added a comment - I also have it set as a flat amount of $1,000 but it is showing on his confirmation as $461.53.
          Hide
          jennifer.leugers Jennifer Leugers added a comment -

          Sorry - one last thing, the employee cost on the confirmation statement is showing the full amount, not the amount minus the applied credits as well.

          Show
          jennifer.leugers Jennifer Leugers added a comment - Sorry - one last thing, the employee cost on the confirmation statement is showing the full amount, not the amount minus the applied credits as well.
          satyap Satya made changes -
          Environment_New Others [ 18445 ]
          sachin.hingole Sachin Hingole (Inactive) made changes -
          Attachment EnrollNow_FromYourPocket.png [ 66884 ]
          sachin.hingole Sachin Hingole (Inactive) made changes -
          sachin.hingole Sachin Hingole (Inactive) made changes -
          Hide
          sachin.hingole Sachin Hingole (Inactive) added a comment -

          Hi Jennifer Leugers

          We have done the settings to show defined contribution on Demo Company_Lauren Azure.
          Now You can see defined contribution under from your pocket curtain menu, refer image

          The monthly flat amount set as defined contribution for medical plan is $1000, but employee payroll schedule is Bi-weekly. So this monthly amount will be converted to Bi-weekly payroll schedule.
          Below are the calculations to convert monthly $1000 to bi-weekly.

          To Convert $1000 to Annual amount, multiply it by 12
          so it will be $1000*12 = $12000
          Now to covert annual amount to Bi-weekly divide it by 26.
          $12000*26=461.53

          The confirmation statement shows credit allotted and total Employee costs in current Enrollment as well in future enrollment summary section. in same section there is field out of pocket.

          Actual Employee cost for all plans is $116.24 and applied credit pool is $80.34 (As $416.53 amount is bi-weekly applied only for medical and medical plan cost for this employee is $80.34),
          Now Out of Pocket shows $35.90 (i.e $116.24 - $80.34 = $35.90), refer images

          Let us know if you need any other details.

          Thanks,
          Sachin Hingole

          Nidhi Kaul Rakesh Roy Rohan J Khandave Hrishikesh Deshpande Prasad Pise Vijayendra Shinde

          Show
          sachin.hingole Sachin Hingole (Inactive) added a comment - Hi Jennifer Leugers We have done the settings to show defined contribution on Demo Company_Lauren Azure. Now You can see defined contribution under from your pocket curtain menu, refer image The monthly flat amount set as defined contribution for medical plan is $1000, but employee payroll schedule is Bi-weekly. So this monthly amount will be converted to Bi-weekly payroll schedule. Below are the calculations to convert monthly $1000 to bi-weekly. To Convert $1000 to Annual amount, multiply it by 12 so it will be $1000*12 = $12000 Now to covert annual amount to Bi-weekly divide it by 26. $12000*26=461.53 The confirmation statement shows credit allotted and total Employee costs in current Enrollment as well in future enrollment summary section. in same section there is field out of pocket. Actual Employee cost for all plans is $116.24 and applied credit pool is $80.34 (As $416.53 amount is bi-weekly applied only for medical and medical plan cost for this employee is $80.34), Now Out of Pocket shows $35.90 (i.e $116.24 - $80.34 = $35.90), refer images Let us know if you need any other details. Thanks, Sachin Hingole Nidhi Kaul Rakesh Roy Rohan J Khandave Hrishikesh Deshpande Prasad Pise Vijayendra Shinde
          sachin.hingole Sachin Hingole (Inactive) made changes -
          Assignee Sachin Hingole [ sachin.hingole ] Jennifer Leugers [ jennifer.leugers ]
          sachin.hingole Sachin Hingole (Inactive) made changes -
          Time Spent 22h 35m [ 81300 ] 24h 5m [ 86700 ]
          Worklog Id 89243 [ 89243 ]
          sachin.hingole Sachin Hingole (Inactive) made changes -
          Worklog Id 89243 [ 89243 ]
          sachin.hingole Sachin Hingole (Inactive) logged work - 06/Nov/17 07:00 PM - edited
          • Time Spent:
            1.5h
             
            <No comment>
          sachin.hingole Sachin Hingole (Inactive) made changes -
          Item State Parent values: LB QA(10201)Level 1 values: On Hold(10211) Parent values: Stage QA(10202)Level 1 values: Production Deployment on Hold(10224)
          sachin.hingole Sachin Hingole (Inactive) made changes -
          Status Local Testing [ 10200 ] Stage Testing [ 10201 ]
          Transition Time In Source Status Execution Times
          Vinanti Yadav (Inactive) made transition -
          Open In Progress
          48m 38s 1
          Umesh Kadam (Inactive) made transition -
          In Progress Open
          3d 13h 44m 1
          Harshawardhan Phalake (Inactive) made transition -
          Open In Development
          8h 9m 1
          Sachin Hingole (Inactive) made transition -
          In LB Testing Reopen in Local
          2h 12m 1
          Harshawardhan Phalake (Inactive) made transition -
          Reopen in Local In Development
          40m 47s 1
          Sachin Hingole (Inactive) made transition -
          In Development In LB Testing
          15h 2
          Sachin Hingole (Inactive) made transition -
          In LB Testing Stage Testing
          138d 22h 15m 1

            People

            Assignee:
            jennifer.leugers Jennifer Leugers
            Reporter:
            jennifer.leugers Jennifer Leugers
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