Retroactivity Calculations

During retroactive processing, if an earning or deduction element is defined as Do Not Recalculate, the system returns the old value of the element, along with all of its component elements, as long as all segments and slices match. However, if there is a segment or slice mismatch between the period being recalculated and the prior calculated period, the system ignores the Do Not Recalculate designation and recalculates the element.

A segment match occurs when a segment's Begin Date, End Date, and Payment Keys are the same. All of these parts of a segment must match for the segments to match.

A slice match occurs when the number of slices in the current calculation is equal to the number of slices in the previous calculation, regardless of whether the slice dates match. Unlike segments, differences in dates or date ranges are not considered mismatches for slices.

Examples of mismatches include:

  • If an element was not previously calculated, it will always be calculated during retroactive processing.

  • When segments don't match or when segments match but slices don't match, the Do Not Recalculate designation is ignored and the elements will be recalculated.

Positive input overrides the Do Not Recalculate designation. Positive input instances are always calculated.

Note:

A single instance of positive input with an action type of Override will cause an element to be recalculated. Positive input instances with action types of Add are always recalculated, regardless of whether the element that is being added to is recalculated. This means that new positive input rows with action types of Add are resolved even if the element is designated as Do Not Recalculate