Hi Prasad Pise,

We need to discuss this with CHUBB/Selerix team , after that only we can take decision on what to do in this case.

If you have any suggestions , then please mention those in this jira.

Regards,
Santosh

Cc: Samir, Satya, Jaideep Vinchurkar, Kunal Kedari,Aditya Vishwakarma

Hello Prasad Pise,

Mentioning my observation below:

Currently Our System is processing the "All Living Children" beneficiary in "Trust" criteria same like "Estate". But as we are filtering the existence of beneficiary in our system based upon below criteria.
1)EmployeeID
2)FirstName
3)LastName
4)SSN
4)PlanDesignID
5)EffectiveDate

So , Once we added "Estate" in our system , for every new Trust type, we get record with above criteria and we update the same "Trust/Estate" record with new "Trust" name.
i.e Currently we are keeping only one "Trust" record against single employee with same plan.
Please see below screen for reference.

The above issue will get resolved by adding "OrganizationName" as an additional criteria to allow multiple "Trust" entries in our system against single employee with same plan.

But, still , we need to handle "All Living Children" beneficiary with different logic, by communicating with Selerix/CHUBB team.

Regards,
Santosh

Cc: Kunal Kedari, Aditya Vishwakarma,Jaideep Vinchurkar, Samir

Please start QA once patch deployed on Stage and Prod.

We have verified this change on Production, now the different beneficiary assigned to plan while enrolling at Chubb side is displaying as below in WorkTerra:

SpouseFirstName SpouseLastName [Other]
ChildFirstName ChildLastName [Other]
Trust [Other]
All Living Children [Other]

Closing this change request.