Jennifer Leugers Jen, if you could take a look, that'd be great. Also tagging Samir

ISSUE 1: Confirmed via issue log that client would like both the child life and child critical illness based on child enrollment and all children need to elect the same amount. Please correct in OE test and in prod.

Please phone me and let me know how I can help make these changes. Amruta Lohiya I know you said you would be able to do this, but if I need to help, please let me know.

Hi Deborah Mascot,

Plan changes and rate recalculation are done on both OE test and Softchoice.. Please confirm

No cost showing on child ci now.

40 year old female smoker in Quebec – my calculations show $10.65 semi-monthly:

UPDATE: Cause on this found. In Stage, we corrected rates for Optional Life (ee/sp) that were not noted in the Log. Please advise if I should remake all changes.

More recalc issues:

Why does it show ‘enrolled’, but lists no coverage amounts?

The rate calculation was correct when I made a selection, but seem odd it would list me as enrolled and not show what I’m enrolled in, no?

53 year old Non-smoking female in Manitoba – my rate calcs show $10.68 semi-monthly.

Guys, what’s going on here??

UPDATE: This was another issue where the rate is correct in Stage but we didn't put it on the log to change. Should I go through all rates or can you move them?

Hi Deborah Mascot,

Reason for 'Child Optional Life' is below:

Concern:
Coverage not displayed selected in Child Optional Life enrollment.

Cause:
For Child Optional Life - plan as per previous customization - employee was shown in coverage. However there should be Child enrolled in Child Optional Life. The test employees which were selected Employee coverage in this plan needed to change it to Child coverage. This issue exists only on 'Softchoice OE Testing' company for Test employees, not on Softchoice main company at production. Please find below screenshot for Rate correctly allocated in main company:

Correction:
As of now for two mentioned employees "Linda Millage" and "Elsie Nebroski", we have corrected on Softchoice OE Testing company. This is displaying correct coverage now.

For any other test employees on Softchoice if you face this issue again, please waive & save enrollment to display coverage. This will not be issue on Softchoice main company.

Regards,
Satya Prakash

Cc: Vijayendra Shinde Samir Amruta Lohiya Vijay Siddha Rakesh Roy

Issues found:

• 2017 Child CI Canada rates- all set to employee, changed to child in Softchoice OE test. *** Did not change in Softchoice production***
• 2017 Critical Illness Canada - EE and SPS- Subrate Manitoba Female Non-Smoker age 50-54 should be 7.117 not 7.7117. *** No corrections made***
• 2017 Critical Illness Canada - EE and SPS- Subrate Manitoba Male Smoker eligiblity rule should be Male not Female *** No corrections made***

I have not yet reviewed
2017 Critical Illness Canada - EE and SPS- Subrates-
Ontario
Quebec
2017 Canada Optional Life Employees

As I review further, I will note any updates in this ticket.

SatyaRegarding the note above to waive and save, the client is testing in OE PROD, so we need this corrected here, too.

Hi Debbie,

We have corrected Test employees on 'Softchoice OE Testing company:

Child Critical Illness Canada-

• Elsie Nebroski
• Joanna Clarke

Child Option Life

• Rolanda Aceto
• Joanna Clarke
• Michael Coit

Regards,
Satya Prakash

Cc: Vijayendra Shinde Jennifer Leugers Samir Amruta Lohiya Umesh Kanade Vijay Siddha Rakesh Roy

2017 Critical Illness Canada - EE and SPS, subrate: EE Ontario S F all lines listed as SPOUSE instead of EMPLOYEE. *** NO CHANGES MADE***

2017 Critical Illness Canada - EE and SPS, subrate: SPS Manitoba NS F 50-54 rate shouls be 7.117 not 7.7117 **NO CHANGES MADE**

2017 Canada Optional Life Quebec Tax, subrate: Smoker. 40-44 rate should be .012, not .12. **NO CHANGES MADE**

2017 Canada Optional Life Ontario Tax, rubrate Smoker. 45-49 rate should be .018 not .016. **NO CHANGES MADE**

Plan: Optional Spouse Life CDN. Need to change Allow Domestic Partner Coverage to YES. **NO CHANGES MADE**

Hi Debbie,

3 of above customization have been done except ( Optional Spouse Life CDN) We will update this one as well & will verify any other discrepancies.

Regards,
Satya Prakash

Amruta Lohiya Jennifer Leugers Samir Rakesh Roy Smita Pawar Vijay Siddha

Hi Rakesh,

We have reviewed below Life Rates for Softchoice – Canada:
• Optional Critical Illness
• Optional Life (Child)
• Optional Critical Illness (Child)

For other remaining tabs need to from the sheet. Softchoice - Rates with Taxes.xls Please share updates after completing

Regards,
Satya Prakash

Another issue found. Current settings have a combined $10,000 maximum for the Long Term Disability - Canada plan and the LTD Top-Up plan. It doesn't appear to consistently work. Please see the following employees for examples: Valerie Blanchard, Jessie Agnew.

Smita PawarAniruddha DevSatyaVijay Siddha

Hi Deborah Mascot,

For LTD and LTD Top-up combined coverage increase we observed that there was an issue with Import in which the max combined coverage was not getting validated.

There are total 19 such employees. We have corrected coverage for these employees on Softchoice OE Test and Softchoice main company at production.

Regards,
Satya Prakash.

Is this all completely done and recalced --ready for testing on OE test ?

I don't see that this one has been corrected from the above:
2017 Critical Illness Canada - EE and SPS- Subrate Manitoba Male Smoker eligibility rule should be Male not Female *** No corrections made***

2017 Critical Illness Canada - EE and SPS- Subrate Manitoba Male Smoker eligibility rule should be Male not Female **corrections done**

1. AD&D- giving 2 options- $1,000 (which would be the minimum rounded up) AND the correct option of 1x earnings. Rate is also not correct if it were 1k as shown on the confirmation statement.
2. 2. Enroll Now through the Admin is showing different options in stage than in oe test: SatyaSamirAmruta LohiyaRakesh Roy

#2 – Customization was not selected for ‘Benefit Types’ list box at Company Information -> Employee data screen tab. We have selected it on Stage also now.
Both are in sync now.

They wanted it how it was in Stage with the employer-paid benefits only showing on the confirmation statement. The following should show:
Health, Dental, LTD Top-up, GSI LTD (if applicable), Supplemental Life, Employee Optional Life, Spouse Optional Life (if applicable), Child Optional Life (if applicable), Employee Critical illness, Spouse Critical Illness (if applicable), Child Critical Illness (if applicable).

Details for #1:

Concern:
AD&D- giving 2 options- $1,000 (which would be the minimum rounded up) AND the correct option of 1x earnings

Cause:
Employees who were imported to system without Gross annual salary and Benefit Salary, for them there was default $1000 minimum coverage applied in system, however after importing correct salary and Benefit salary their coverage was not switched to 1X. As a result, both options were visible in AD&D coverage. This scenario has been identified in Import and we will schedule its fix.

Correction
We observed there were 25 such employees and their data has been corrected on Softchoice OE Test & Softchoice main company at production.

Hi Deborah Mascot,

As per our discussion in call with Samir, please update benefits in Employee Data Screen on Stage and Production.

Thank,
Vijayendra

CC: Samir, Vijay Siddha, Amruta Lohiya, Satya

Client has more issues with AD&D. Can we check the AD&D is properly refreshing based on benefits salary?

This is the second time where I see an AD&D volume that is different than the supplemental life volume and they are both based on benefits salary so should be the same.

Another AD&D issue

Hi Deborah Mascot

10 employees were not having correct salary index updated, we have corrected theses records. These records were from 02/16. We have scanned all enrollments for AD&D, Supp life and Basic Life no other records were identified.

As of now the salary index is getting correctly updated

Regards,
Samir

@ Satya RE: LTD Combined Maximum. You said there were 19 employee effected by the issue. May I please have a listing of these employees and the date of the issue? They need to refund the employees for overpayments.

Deborah Mascot
There were 14 employees. Please find attached excel for employee details. Softchoice_LTD_Corrections.zip

CC: Samir

password: softchoice@2016

From what date was the issue that caused the LTD to not follow the combined maximum? Amruta Lohiya

Hi Deborah Mascot,

Please find below attached sheet with dates from what an issue of LTD (which was not following the combined maximum) was caused.
Softchoice_LTD_Corrections_WithDates.xls

Please let us know if you require more details.

Thanks and Regards,
:: Umesh Kadam

CC : Amruta Lohiya, Jyoti Mayne

THE ISSUE WITH THE LTD AND LTD TOP-UP HAS RESURFACED. The below people have over $10,000 of combined amounts for LTD and LTD Top Up. This is a huge problem and the client wants to know how this broke again (for the third time) after being told it was corrected. Above it was an issue with the import. Please advise and correct asap.

Harty, Darryl
Merry, jason
Miller, Jeffery
Haile, Yared
Fisher, Gavin
Fratnik, Daniel
Van Noort, Erika
Patulli, Sandra
Potter, Robert
Soltys, Alicia
St. John, Brodie

Yamilka Coca

Hi Umesh,

Can you please check mentioned details today?

Regards,
Satya Prakash

Cc: Jyoti Mayne Jaideep Vinchurkar Vijay Siddha

Hi Deborah Mascot,

We are working on finding root cause of an issue. We will update you by tomorrow (06/20/2017 IST) EOD.

Thanks and Regards,
:: Umesh Kadam

CC : Satya, Jyoti Maynei

Please note we need to know when this broke for each person and the premium difference. We need to process refunds and get them corrected asap. Before Thursday, as that is payroll.

Hi Deborah Mascot,

During initial analysis we have found that, while updating salary, system is not considering limit set in "Maximum Contingent Coverage Total" is not getting considered. We are working on fixing this issue.

We have analysed coverage for given employees and found that following employee have elections in 'Long Term Disability - Canada' with maximum coverage i.e. $10000 hence for 'LTD Top-up' election coverage will be $0 which is not acceptable.

Do you want us to terminated elections in 'LTD Top-up' plan of following employees? If not then please provide coverage to update.

Please let us know your comments.

Thanks and Regards,
:: Umesh Kadam

CC : Satya, Jyoti Mayne

Please find attached Softchoice_LTD_Coverage_Corrections.xls . I have highlighted above given employees as they have election in 'Long Term Disability - Canada' with $10000 coverage ($10000 is maximum coverage)

Yes, all need to be corrected, but I do need a listing of when each "broke" and the old versus new premium. They need this along with the correction, as they have to do refunds at the same check as the change in premium.

Hi Deborah Mascot,

I have provided details in attached Softchoice_LTD_Coverage_Corrections.xls. This document contains details with 'Old Coverage in LTD Top-up' and 'Updated Coverage in LTD Top-up'. Is that fine?

Thanks and Regards,
:: Umesh Kadam

CC : Jyoti Mayne

Umesh Kadam No, this does not give me the dates that it should have changed and did not for each person.

Hi Deborah Mascot,

Please find attached Softchoice_LTD_Coverage_Corrections_Detailed.xls for details of LTD elections of given employees.

Regarding following 4 employees, they already have election in "Long Term Disability - Canada" with $10000 coverage which is maximum coverage limit set on Eligibility Rules of "LTD Top-up" plan. Due to this elections in "LTD Top-Up" plan will have $0 coverage. It is not correct.

Please advice if you want these elections to be termed (may as never effective) or do you want to update their coverage in "LTD Top-up" elections with $0.

We are working on actual cause and correction of this issue.

Thanks and Regards,
:: Umesh Kadam

CC : Satya, Jyoti Mayne

Hi Deborah Mascot,

Please find 3Cs below :

Thanks and Regards,
:: Umesh Kadam

CC : Satya, Jyoti Mayne

Hi Alankar Chavan,

Please find below impacted areas :

• Enroll Now Screen
• Salary change from Payroll Page
• Core Plan allocation scenarios for salary change
• Max Coverage limit scenarios (max limit, within limit) with flat amount and Times Annual Compensation
• Core/Non Core contingency on parent plan

Thanks and Regards,
:: Umesh Kadam

CC : Jyoti Mayne, Prasad Pise

We have identified an issue regarding this WT-9052
We have started testing this issue on Local.

Hello Umesh Kadam,

We tested this on WT Stage.
Consider Parent Plan - Q Life Plan
Contingent Plan - Q Life Child Plan

Here are the customization screens -

Following Scenarios worked as per the expectations

Scenario 1

Maximum Contingent Coverage Total - 450000 | 1.5
Emp added with Salary 500000
P auto enrollment with 50k
Available coverage in C plan - 400000 (500000 * 1.5 is 750000 > 4.5 lack)
Passed

Scenario 2

Maximum Contingent Coverage Total - 450000 | 1.5
Emp added with Salary 12 k
P auto enrollment with 50k
Available coverage in C plan - 00 (12 k * 1.5 is 18K < 4.5 lack)
Passed

Scenario 3

Maximum Contingent Coverage Total - 450000 | 1.5
Emp added with Salary 50k
P auto enrollment with 50k
Available coverage in C plan - 25k (50 k * 1.5 is 75K < 4.5 lack)
Passed

Scenario 4

Maximum Contingent Coverage Total - 450000 | 1.5
Emp added with Salary 500000
P auto enrollment with 50k
Available coverage in C plan - 400000 (500000 * 1.5 is 750000 > 4.5 lack)
Increased meployee salary to 6 Lacks
no effect on above enrollments and coverage

Following Scenario is not working as per the expectations

• employee added with salary 5 lacks
• employee enrolled automatically in P with 50k
• child plan got available to employee with coverage amount as 4 lacks
• employee enrolled in child plan with 4 lacks

everything worked as per the expectations till above

we changed employee's salary from 5 lacks to 2 lacks from payroll page
went on confirmation statement and observed below entries

1. enrollment in plan P with 50 k which is right
2. enrollment in plan C with 3 lacks (ideally it should have been 2.5 lacks) as 2.5 lacks + 50 k = 3 lacks (1.5 * employees salary ie, 2 lacks)

CC - Prasad Pise Rakesh Roy Sachin Hingole Hrishikesh Deshpande Jyoti Mayne Umesh Kadam [~meghana joshi] Rashmita Dudhe

Hi Alankar Chavan,

As discussed Amruta Lohiya and also as per current implementation, the customization you have given for parent and child plan is not valid as parent pan is non salary based and child is salary based. Also none of the company is using this customization on live.

On Salary change, system considers elections of salary based plans only. Hence, if parent plan is not salary based then system will allocate coverage to child plan election as per customization set on child plan.

Also the scenario of decreasing employee's salary is very rare.

Thanks and Regards,
:: Umesh Kadam

CC : Amruta Lohiya, Jyoti Mayne

Hello Umesh Kadam,

Quincy is using the same customization.
Their parent plan (Grandfather Ex Life Insurance) is having offered amount of 50k and child plan (Universal Life Insurance) is salary based.

Please let us know in case we are going to fix this or else we can make it Ready for Stage

Amruta Lohiya Jyoti Mayne Prasad Pise Rakesh Roy Sachin Hingole Hrishikesh Deshpande Satya

Hi Alankar Chavan,

Above scenario given by you will be occur in case of decrease in Salary only. As discussed with Amruta Lohiya, decrease in Salary is very rare scenario. So please create another ticket for the same and confirm if all other salary change related scenarios are working fine.

Thanks and Regards,
:: Umesh Kadam

CC : Amruta Lohiya, Jyoti Mayne

Hello Umesh Kadam,

A New Medium Priority JIRA regarding to the salary decreased scenario is logged WT-9980

In addition to the Passed scnenarios mentioned above, we have also tested below scenarios

• there are 2 LTD plans (Parent and Child)
• LTD Parent Plan is 60% of employee monthly salary & LTD Child Plan is 20% of employee monthly salary

Scenario 1

employee added with salary 120000
Parent LTD got auto enrolled with 6000
Available Coverage in Child LTD Plan is 2000 (we enrolled with this coverage amount)
worked as per the expectations

Scenario 2

employee added with salary 140000
Parent LTD got auto enrolled with 7000
Enrollment Coverage for Child LTD Plan became 2333.33 (we enrolled with this coverage amount)
worked as per the expectations

Scenario 3

employee added with salary 160000
Parent LTD got auto enrolled with 8000
Enrollment Coverage for Child LTD Plan became 2000 - as max amount with parent plan and child plan can not exceed 10000
worked as per the expectations

This is ready for Stage

CC - Amruta Lohiya Jyoti Mayne Umesh Kadam Sachin Hingole Hrishikesh Deshpande Sachin Hingole Prasad Pise Rakesh Roy Satya

Mentioned scenarios are tested on Stage - Worked as per the expectations

This is Ready for Production

CC - Rakesh Roy Prasad Pise

Hello Deborah Mascot,

Mentioned scenarios are tested on Production -Worked Well

Please review this at your end once. If working as per your expectations, you may close the JIRA

CC - Rakesh Roy Prasad Pise Jyoti Mayne Umesh Kadam