WORKTERRAProject Type: software

WORKTERRA

Uploaded image for project: 'WORKTERRA'
  1. WORKTERRA
  2. WT-13461

ILG | Data Correction on Termination Date on all Plans

    Details

    • Type: Support Activity
    • Status: Resolved
    • Priority: Critical
    • Resolution: Done
    • Affects Version/s: None
    • Fix Version/s: None
    • Component/s: BenAdmin
    • Labels:
      None
    • Support Task Type:
      Data Correction
    • Environment:
      Production, Stage
    • Reported by:
      Implementation
    • Company:
      ILG
    • Module:
      BenAdmin - Enrollment
    • Severity:
      Simple

      Description

      Hi,
      According to IGT. Group has Date of Termination for Termination rule. Somehow during implementation End of Month was set, which is notcorrect. While attempting to re-enroll and fix his termination date to the correct date of termination through UI and waive and terminate members accordingly, it takes lot of time and and creates room for error. Which I think is not the most efficient way.

      We are gathering information on correcting enrollments for all subscriber which were affected.
      Possible steps to take:
      1. Term Rules update –Updating build documents, IGT, CIS, and BOSS
      a. Update Rule on stage( done ) Production (in progress)
      b. Delete the other rule in stage ( done ) Production (in progress)
      c. Subscriber’s corrections on each enrollment to be* Date of Termination. –*
      d. Contact carriers to ensure the proper term has been passed.
      i. UMR,
      ii. UNUM,
      iii. AFLAC,
      iv. COMPASS

      Could you please do the analysis and find out if there is anything else we need to check to make sure that nothing else is affected.

      Thanks.
      Monika
      cc Kiyo Takahashi Jackie Sivigny Robyn Adkison

        Attachments

          Activity

          Ascending order - Click to sort in descending order
          Hide
          Permalink
          Monika.Demla Monika Demla (Inactive) added a comment - - edited

          MD EnrollmentMD Enrollment28878_2472.xlsx
          Please see file attached. I Ran report and there are 18 people affected as of 2.26.18. Let me know who is looking into this ticket. I will send password to that person. Please drop in email at :- monika.demla@workterra.com

          Show
          Monika.Demla Monika Demla (Inactive) added a comment - - edited MD EnrollmentMD Enrollment28878_2472.xlsx Please see file attached. I Ran report and there are 18 people affected as of 2.26.18. Let me know who is looking into this ticket. I will send password to that person. Please drop in email at :- monika.demla@workterra.com
          Hide
          Permalink
          jyoti.mayne Jyoti Mayne added a comment -

          Hi Monika Demla,

          We have scanned all elections active as of 2/26/18 and found attached 11 employees elections (election count 57) need to be corrected. EE List.xlsx

          Also in your list election terminated with 1/31/2018 date are also mentioned.
          We found 85 elections for 14 employees.

          Please confirm which election needs to be corrected.

          Export Team Comment:
          Even if these terminations are already sent to provider, they will reappear on file with correct term date after data correction. Let us know if we do not want to send them again.

          Cc: Rohan J Khandave, Van Nguyen, Vinayak Kulkarni

          Show
          jyoti.mayne Jyoti Mayne added a comment - Hi Monika Demla , We have scanned all elections active as of 2/26/18 and found attached 11 employees elections (election count 57) need to be corrected. EE List.xlsx Also in your list election terminated with 1/31/2018 date are also mentioned. We found 85 elections for 14 employees. Please confirm which election needs to be corrected. Export Team Comment: Even if these terminations are already sent to provider, they will reappear on file with correct term date after data correction. Let us know if we do not want to send them again. Cc: Rohan J Khandave , Van Nguyen , Vinayak Kulkarni
          Hide
          Permalink
          Monika.Demla Monika Demla (Inactive) added a comment - - edited

          I am looking at the Members those who are only Terminated. Actives should not be touched.

          To my understanding this should be corrected to all the members who are Terminated with Correct termination date, it should be the Date of Termination not the End of Month.
          Please look into the the members terminated since 1/1/2018. Kiyo Takahashi Please confirm and let me know if I am incorrect.

          Show
          Monika.Demla Monika Demla (Inactive) added a comment - - edited I am looking at the Members those who are only Terminated. Actives should not be touched. To my understanding this should be corrected to all the members who are Terminated with Correct termination date, it should be the Date of Termination not the End of Month. Please look into the the members terminated since 1/1/2018. Kiyo Takahashi Please confirm and let me know if I am incorrect.
          Hide
          Permalink
          jyoti.mayne Jyoti Mayne added a comment -

          Hi Monika Demla,

          Today we again scanned all employees who where terminated since 1/1/18. PFA list. EE List Needs Correction.xlsx

          For attached employees, we will update election termed date as per value mentioned in column 'Required Termination Date as per Date of Plan Termination Rule'.

          Please confirm shall these elections needs to be roll out on file or not ?

          Cc: Rohan J Khandave

          Show
          jyoti.mayne Jyoti Mayne added a comment - Hi Monika Demla , Today we again scanned all employees who where terminated since 1/1/18. PFA list. EE List Needs Correction.xlsx For attached employees, we will update election termed date as per value mentioned in column 'Required Termination Date as per Date of Plan Termination Rule'. Please confirm shall these elections needs to be roll out on file or not ? Cc: Rohan J Khandave
          Hide
          Permalink
          Monika.Demla Monika Demla (Inactive) added a comment -

          Hi Jyoti Mayne
          The report looks correct and has the same number of counts as i expected.
          *Yes,*These updated Term dates needs to roll out on Carrier files. Is that what you are confirming.. or on some other file?
          Thanks!
          cc Kiyo TakahashiRobyn Adkison

          Show
          Monika.Demla Monika Demla (Inactive) added a comment - Hi Jyoti Mayne The report looks correct and has the same number of counts as i expected. *Yes,*These updated Term dates needs to roll out on Carrier files. Is that what you are confirming.. or on some other file? Thanks! cc Kiyo Takahashi Robyn Adkison
          Hide
          Permalink
          jyoti.mayne Jyoti Mayne added a comment - - edited

          Hi Monika Demla,

          We have corrected enrollment termination date as stated above from 'EE List Needs Correction.xlsx' sheet and these elections will roll out on file.

          Yes, we were just confirming that these elections will out on carrier files.

          Cc: Rohan J Khandave

          Show
          jyoti.mayne Jyoti Mayne added a comment - - edited Hi Monika Demla , We have corrected enrollment termination date as stated above from 'EE List Needs Correction.xlsx' sheet and these elections will roll out on file. Yes, we were just confirming that these elections will out on carrier files. Cc: Rohan J Khandave
          Hide
          Permalink
          Monika.Demla Monika Demla (Inactive) added a comment -

          Thank you Jyoti Mayne
          Appreciate your every effort!
          Thanks.
          Monika

          Kiyo Takahashi Could you please inform client that Termination rule setup and corrections are done.
          cc Robyn Adkison Jackie Sivigny

          Show
          Monika.Demla Monika Demla (Inactive) added a comment - Thank you Jyoti Mayne Appreciate your every effort! Thanks. Monika Kiyo Takahashi Could you please inform client that Termination rule setup and corrections are done. cc Robyn Adkison Jackie Sivigny
          Hide
          Permalink
          Monika.Demla Monika Demla (Inactive) added a comment -

          Kiyo Takahashi Could you please inform client that Termination rule setup and corrections are done. This was done last week.
          cc Kiyo Takahashi

          Show
          Monika.Demla Monika Demla (Inactive) added a comment - Kiyo Takahashi Could you please inform client that Termination rule setup and corrections are done. This was done last week. cc Kiyo Takahashi

            People

            Assignee:
            Monika.Demla Monika Demla (Inactive)
            Reporter:
            Monika.Demla Monika Demla (Inactive)
            Account Executive:
            Kiyo Takahashi
            Votes:
            0 Vote for this issue
            Watchers:
            2 Start watching this issue

              Dates

              Created:
              Updated:
              Resolved:

                Time Tracking

                Estimated:
                Original Estimate - 9h Original Estimate - 9h
                9h
                Remaining:
                Remaining Estimate - 0h
                0h
                Logged:
                Time Spent - 11h
                11h