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  1. Workterra BenAdmin
  2. WB-282

Clarke and Barrow - Billing Summary Issues

    Details

    • Type: Bug
    • Status: Closed
    • Priority: High
    • Resolution: Duplicate
    • Labels:
    • Environment:
      Stage
    • Categories:
      Report - Billing
    • Company:
      All Clients/Multiple Clients
    • Reported by:
      Client

      Description

      We are continuing to have issues with the Billing summary reports for Clear Concepts groups Barrow and Floyd we have had multiple tickets opened and it just never gets fixed.

      The latest issue:
      A 2018 salary import was done on Clarke on stage. The salaries have a 1/2018 effective dates.

      When the billing summary reports were run for October 2017 it is showing the 2018 salary information that is not effective until 2018.

      I have attached the reports. Please advise asap

        Attachments

          Activity

          Hide
          prasad.patil Prasad Patil (Inactive) added a comment -

          Hi Debbie Kulling,

          We discussed this issue with team, the salary changes has no impact on the premiums.

          For some records The 'Covered Salary Volume' has updated. Salary is part of employee data and for reports we refer the most recent employee data i.e. one which is present in main table.

          Main table does stores the updated salary with effective date but referring employee's history while processing a report will be time consuming process. Hence, salary present in main table is referred and displayed without checking the date from which it will be effective.

          Please refer ticket WT-10130 in which we have asked enrollment team to save salary details against cost assigned.

          However, in the report the Enrollment count has updated. Development team is working on it and will update you accordingly.

          Thank you,
          ----------------------------------------------------------------------------------------
          CC: Mandar Kulkarni, Vijay Siddha, Prasanna Karlekar

          Show
          prasad.patil Prasad Patil (Inactive) added a comment - Hi Debbie Kulling , We discussed this issue with team, the salary changes has no impact on the premiums. For some records The 'Covered Salary Volume' has updated. Salary is part of employee data and for reports we refer the most recent employee data i.e. one which is present in main table. Main table does stores the updated salary with effective date but referring employee's history while processing a report will be time consuming process. Hence, salary present in main table is referred and displayed without checking the date from which it will be effective. Please refer ticket WT-10130 in which we have asked enrollment team to save salary details against cost assigned. However, in the report the Enrollment count has updated. Development team is working on it and will update you accordingly. Thank you, ---------------------------------------------------------------------------------------- CC: Mandar Kulkarni , Vijay Siddha , Prasanna Karlekar
          Hide
          prasad.patil Prasad Patil (Inactive) added a comment -

          Hi Debbie Kulling,

          We cross checked this issue at our end.

          We generated the latest report for October month.
          After comparing the Total cost on Enrollment and Billing Summary report, the cost appears to be correct.

          We have confirmed this for all the life plans.
          The cost appearing on Enrollment report is as per the payroll schedule of the EEs (Semi-Monthly) and the cost appearing on the Billing summary report is Monthly cost.
          The enrollment count in both the reports is also the same.

          Below is the summary.

          Plan Billing summary report Enrollment Count Enrollment Report Enrollment Count
          Board Life Paid 2303 2303
          Employee Optional Life 1411 1411
          Spouse Optional Life 488 488
          Employee Optional Life Grandfathered 10 10
          Spouse Life Grandfathered 3 3

          Please let us know for any issues.
          Thank you,
          ----------------------------------------------------------------------------------------
          CC: Mandar Kulkarni, Vijay Siddha, Prasanna Karlekar

          Show
          prasad.patil Prasad Patil (Inactive) added a comment - Hi Debbie Kulling , We cross checked this issue at our end. We generated the latest report for October month. After comparing the Total cost on Enrollment and Billing Summary report, the cost appears to be correct. We have confirmed this for all the life plans. The cost appearing on Enrollment report is as per the payroll schedule of the EEs (Semi-Monthly) and the cost appearing on the Billing summary report is Monthly cost. The enrollment count in both the reports is also the same. Below is the summary. Plan Billing summary report Enrollment Count Enrollment Report Enrollment Count Board Life Paid 2303 2303 Employee Optional Life 1411 1411 Spouse Optional Life 488 488 Employee Optional Life Grandfathered 10 10 Spouse Life Grandfathered 3 3 Please let us know for any issues. Thank you, ---------------------------------------------------------------------------------------- CC: Mandar Kulkarni , Vijay Siddha , Prasanna Karlekar
          Hide
          prasad.patil Prasad Patil (Inactive) added a comment -

          Hi Debbie Kulling,

          As mentioned in the earlier comment, for the Disability plans, covered Salary appearing on the report is the salary which currently loaded in the system irrespective on the effective date.

          For the report to consider the salary which is currently effective, we will have to do some code changes.

          Please revert on your approach on this.
          Thank you,
          -------------------------------------------------------------------
          CC: Mandar Kulkarni, Vijay Siddha

          Show
          prasad.patil Prasad Patil (Inactive) added a comment - Hi Debbie Kulling , As mentioned in the earlier comment, for the Disability plans, covered Salary appearing on the report is the salary which currently loaded in the system irrespective on the effective date. For the report to consider the salary which is currently effective, we will have to do some code changes. Please revert on your approach on this. Thank you, ------------------------------------------------------------------- CC: Mandar Kulkarni , Vijay Siddha
          Hide
          dkulling Debbie Kulling added a comment -

          We need to have the covered salary that is currently effective. How long would it make that change?

          Show
          dkulling Debbie Kulling added a comment - We need to have the covered salary that is currently effective. How long would it make that change?
          Hide
          prasanna Prasanna Karlekar (Inactive) added a comment -

          Hi Debbie Kulling,

          Apologies for delayed response.
          We will need help from enrollment team for this. This is similar to age band requirement, where reports need this data to be saved against the cost that was calculated using it. We need the covered salary to be saved against the cost that was calculated from it.This requirement is also there for Invoice Management. In WT-10130, we have asked the Enrollment team to provide an update on whether they can schedule the changes related to this or not.

          Thank you!

          cc: Gaurav Sodani, Jyoti Mayne, Amruta Lohiya

          Show
          prasanna Prasanna Karlekar (Inactive) added a comment - Hi Debbie Kulling , Apologies for delayed response. We will need help from enrollment team for this. This is similar to age band requirement, where reports need this data to be saved against the cost that was calculated using it. We need the covered salary to be saved against the cost that was calculated from it.This requirement is also there for Invoice Management. In WT-10130, we have asked the Enrollment team to provide an update on whether they can schedule the changes related to this or not. Thank you! cc: Gaurav Sodani , Jyoti Mayne , Amruta Lohiya
          Hide
          prasanna Prasanna Karlekar (Inactive) added a comment -

          Following are the 3C's:

          Concern:
          Billing summary report is referring salary which is effective from 1/1/2018.

          Cause:
          For employee related data like salary, reports refer the data from main table. While processing, reports does not check from when the change is effective, neither it refers the history table to get the old data. In this scenario, report is being pulled for 2017 and the salary saved in payroll main table is effective from 1/1/2018. If we refer history table for payroll, we may get employee's salary which is effective from 2017. But pulling accurate data by referring history table will have huge impact on processing time as report is pulled for bulk of employees and not for single employee.

          Correction:
          Reports need the covered salary to be saved against the cost that was calculated from it. Enhancement from Enrollment Team will be required to store Covered Salary.

          Show
          prasanna Prasanna Karlekar (Inactive) added a comment - Following are the 3C's: Concern: Billing summary report is referring salary which is effective from 1/1/2018. Cause: For employee related data like salary, reports refer the data from main table. While processing, reports does not check from when the change is effective, neither it refers the history table to get the old data. In this scenario, report is being pulled for 2017 and the salary saved in payroll main table is effective from 1/1/2018. If we refer history table for payroll, we may get employee's salary which is effective from 2017. But pulling accurate data by referring history table will have huge impact on processing time as report is pulled for bulk of employees and not for single employee. Correction: Reports need the covered salary to be saved against the cost that was calculated from it. Enhancement from Enrollment Team will be required to store Covered Salary.
          Hide
          satyap Satya added a comment -

          Marking this ticket as duplicate as it requires improvement WD-187.

           

          Regards,

          Satya Prakash

           

          Cc: Amruta Lohiya Monika Demla Debbie Kulling

          Show
          satyap Satya added a comment - Marking this ticket as duplicate as it requires improvement WD-187.   Regards, Satya Prakash   Cc: Amruta Lohiya Monika Demla Debbie Kulling

            People

            Assignee:
            parmeshwar.jumbad Parmeshwar Jumbad (Inactive)
            Reporter:
            dkulling Debbie Kulling
            Account Executive:
            Debbie Kulling
            Votes:
            0 Vote for this issue
            Watchers:
            3 Start watching this issue

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