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: