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  1. WORKTERRA
  2. WT-9255

SA Utility - Enrollment Rollover for Earliest Effective Date

    Details

    • Type: Enhancement
    • Status: Closed
    • Priority: Medium
    • Resolution: Duplicate
    • Affects Version/s: None
    • Fix Version/s: None
    • Component/s: BenAdmin
    • Labels:
      None
    • Module:
      BenAdmin - Enrollment
    • Reported by:
      Support
    • Feature Category:
      New
    • Severity:
      Simple

      Description

      Problem statement:
      _Carriers change their requirement for the enrollment begin date. We end up rolling enrollments over multiple times before a file goes live and this causes delays with the file going live in addition to having these records roll out again on payroll files.
      Example: Life carrier request that no date be sent before 02/01/2017 on the file. For those enrollments that start before this minimum date we need to send 02/01/2017 otherwise we would send the enrollment effective date._

      Solution: Discussed and agreed that SA utility be provided that will take the plan and begin date as input and roll over the elections so that the earliest enrollment effective date as the provided “begin date”. This is necessary to maintain consistency between WT and the exported file. We need to take approval of the customer for this step.

      CC Cindy Wibbing Samir Amit Thorve

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            Activity

            abhay.patil Abhay Patil (Inactive) created issue -
            satyap Satya made changes -
            Field Original Value New Value
            Module Parent values: BenAdmin(10100) Parent values: BenAdmin(10100)Level 1 values: Export(10110)
            satyap Satya made changes -
            Module Parent values: BenAdmin(10100)Level 1 values: Export(10110) Parent values: BenAdmin(10100)Level 1 values: Enrollment(10107)
            satyap Satya made changes -
            Assignee Vijay Siddha [ vijays ] Jyoti Mayne [ jyoti.mayne ]
            Hide
            jyoti.mayne Jyoti Mayne added a comment -
            Show
            jyoti.mayne Jyoti Mayne added a comment - Cc: Amruta Lohiya
            jyoti.mayne Jyoti Mayne made changes -
            Assignee Jyoti Mayne [ jyoti.mayne ] Vaishali Poojari [ vaishali.poojari ]
            vaishali.poojari Vaishali Poojari (Inactive) made changes -
            Link This issue duplicates ST-276 [ ST-276 ]
            vaishali.poojari Vaishali Poojari (Inactive) made changes -
            Status New Request [ 10029 ] Pending for Approval [ 10002 ]
            vaishali.poojari Vaishali Poojari (Inactive) made changes -
            Status Pending for Approval [ 10002 ] Rejected [ 10004 ]
            Hide
            vaishali.poojari Vaishali Poojari (Inactive) added a comment -

            ST-276 SA Utility and WT Utility Betterment -Enrollment Rollover

            Show
            vaishali.poojari Vaishali Poojari (Inactive) added a comment - ST-276 SA Utility and WT Utility Betterment -Enrollment Rollover
            vaishali.poojari Vaishali Poojari (Inactive) made changes -
            Resolution Duplicate [ 3 ]
            Status Rejected [ 10004 ] Closed [ 6 ]
            Transition Time In Source Status Execution Times
            Vaishali Poojari (Inactive) made transition -
            New Request Pending for Approval
            145d 4h 28m 1
            Vaishali Poojari (Inactive) made transition -
            Pending for Approval Rejected
            6s 1
            Vaishali Poojari (Inactive) made transition -
            Rejected Closed
            1m 6s 1

              People

              Assignee:
              vaishali.poojari Vaishali Poojari (Inactive)
              Reporter:
              abhay.patil Abhay Patil (Inactive)
              Votes:
              0 Vote for this issue
              Watchers:
              3 Start watching this issue

                Dates

                Created:
                Updated:
                Resolved: