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About Effective Dating for Field Values and Records


Periodically, the circumstances that relate to a benefits case can change. For example, the household income for the benefits case might decrease, or additional individuals might join the household for the benefits case.

Agents can change effective dating field values to reflect these changes. For more information, see Changing Data in Effective Dating Fields.

Agents can also add or deactivate effective dating records that are associated with the benefits case to reflect these changes. For more information, see Changing Data in Effective Dating Records.

When agents automatically regenerate the plans for the benefits case, the effective dates, and not the dates agents enter the data, are used to redetermine the plans and associated benefits and to recalculate future benefit payments that apply to those plans.

This topic contains the following information:

Effective Dating for Field Values

You can change the values in effective dating fields in any view that contains the fields for an effective dating business component. The preconfigured Siebel Public Sector application includes effective dating business components for income, expenses, financial assets, contacts, and households. Some views that can contain effective dating fields follow:

  • The following views of the Contacts screen:
    • Contacts List
    • Contact Administration
    • More Info
    • Income
    • Expenses
    • Financial Assets
  • Contacts views of various screens
  • The following views of the Households screen:
    • More Info
    • Contacts
  • Households views of various screens

After you create a record that contains effective dating fields, an effective date button appears in an effective dating field when you click the field. You can click this button to see the history of values for the field.

When you click the effective dating button, the Effective Date dialog box appears. You can enter changes to a field value in this dialog box. For example, in the Income view of the Contacts screen, you can use this dialog box to indicate that the Amount field for an income record is different for a past date range by creating a new entry in this dialog box with the appropriate value for the Field Value field and the appropriate dates in the Effective Start Date and Effective End Date fields.

Status Fields of Field Values for Effective Dating

If administrators enable the Status field for an effective dating field, then the Status field appears in the Effective Date dialog box for the field. If the Status field is enabled, then the Status field is automatically populated with a value of Pending for a changed value in an effective dating field. Only agents with the proper authority can change the Status field value to Approved. For more information about changing the Status field value, see Verifying Changes to Effective Dating Fields.

Only the active field value in the Effective Date dialog box appears in the effective dating field. If the Status field is enabled for the effective dating field, then the active field value has a Status field value of Approved and an effective date range that includes the current date. If the Status is disabled for an effective dating field, then the active field value has an effective date range that includes the current date.

Effective Dating for Records

In the preconfigured Siebel Public Sector application, administrators can set up effective dating for records in the following views:

  • The following views of the Contacts screen:
    • Addresses List
    • Income
    • Expenses
    • Financial Assets
  • Contacts view of the Households screen

When effective dating exists for the records that you add to a view or deactivate from a view, functionality is available when you click the Link History button in that view.

When you click the Link History button, the Link History dialog box appears. You can enter changes to a record in this dialog box. For example, in the Income view of the Contacts screen, you can use this dialog box to enter changes to an income record as follows:

  • To indicate that the income record is not effective on or before a past date, select the past date in the Effective End Date field.
  • To indicate that the income record is not effective on or before the current date, select the current date in the Effective End Date field.
  • To indicate that the income record is effective for different date ranges, create new entries in this dialog box, and select the appropriate dates in the Effective Start Date and Effective End Date fields for each new entry.

Status Fields of Records for Effective Dating

If administrators enable the Status field for an effective dating record, then the Status field appears in the Link History dialog box for the record. If the Status field is enabled, then the Status field is automatically populated with a value of Pending for an added effective dating record. Only agents with the proper authority can change the Status field value to Approved. For more information about changing the Status field value, see Verifying Changes to Effective Dating Records.

If the Status field is enabled for an effective dating record, then the record is inactive when it has no entry in the Link History dialog box with a Status field value of Approved and with an effective date range that includes the current date. The record is active when it has an entry in the Link History dialog box with a Status field value of Approved and with an effective date range that includes the current date.

If the Status field is disabled for an effective dating record, then the record is inactive when it has no entry in the Link History dialog box with an effective date range that includes the current date. The record is active when it has an entry in the Link History dialog box with an effective date range that includes the current date.

To view inactive and active records in a view, select Show All Records in the view menu. The Inactive field is selected for inactive records and not selected for active records. To view only active records in a view, select Show Active Records in the view menu.

Future Dating

In the Effective Date dialog box for a field value, you can select a future date in the Effective Start Date field and the Effective End Date field only if administrators enable future dating for that field value when they implement effective date tracking. If you select such a date in the Effective Start Date field, then the field value does not appear in the field because the field value is currently inactive. For more information about setting up future dating in the Effective Date dialog box, see Implementing Effective Date Tracking.

In the Link History dialog box for a record, you can select a future date in the Effective Start Date field and the Effective End Date field only if an administrators enable future dating for that record when they implement effective date tracking. If you select such a date in the Effective Start Date field, then the record does not appear in the view of active records because the record is currently inactive. For more information about setting up future dating in the Link History dialog box, see Implementing Effective Date Tracking.

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