- Implementing Benefits
- Create Extract Definition for the BEN_EXTRACT_JOINED_UE User Entity
Create Extract Definition for the BEN_EXTRACT_JOINED_UE User Entity
Create an extract definition for the BEN_EXTRACT_JOINED_UE user entity in the Manage Extract Definitions page of the Data Exchange work area.
- Click Navigator > My Client Groups > Data Exchange.
- In the HCM Extracts section, click Extract Definitions.
- In the Extract Definitions page, click Create.
-
In the Create Extract Definition window, complete these details. Leave the rest
of the fields as is.
Field Value Name A meaningful name for the extract definition, such as BEN_JOINED_EXT Type HR Archive Consumer Report - Click OK.
-
On the Define page, click Add in the Parameters section
to create a parameter called
carrier_id
. You also need a parameter called effective_date, but you don't need to create it as it's already available in the BEN_EXTRACT_JOINED_UE user entity. Make sure you provide these details when you create thecarrier_id
parameter.Field Value Name Carrier ID Tag Name carrier_id Note: This value is case sensitive.Data Type Number Display Format Text - Click Save and Close.
- On the Extract Definitions page, in the extract definition row that you just created, click the Advanced Edit icon.
- On the Edit Extract Definition page, in the Hierarchy pane, click Data Group.
-
In the Data Groups section, click Create. You create a
data group to link it with the benefits user entity. Complete these
fields.
Field Value Name BEN_DG Tag Name BEN_DG User Entity BEN_EXTRACT_JOINED_UE Root Data Group Select - Click Save.
-
In the Records section, click Create to add a new record
to the data group. Complete these fields.
Field Value Sequence 10 Name Benefits Record Tag Name Benefits_Record Type Detail Record Process Type Fast Formula - Click Save.
-
In the Extract Attributes section, click Create to add
new attributes to the record you just created. You can add as many attributes,
such as plan and coverage start date, to suit your requirements. Here are sample
field values that you might enter to create the Person Full Name
attribute.
Field Value Name Person Full Name Tag Name Person_Full_Name Short Code per_f_nm Output Label Person Name Start Date 1/1/00 Data Type Text Type Database Item Group Database Item Group Person Full Name - Click Save.
- In the Hierarchy pane, click Extract Execution Tree.
- Click Compile All Formula. You need to click Refresh to see the current status. If the compile succeeds, you can see a green check mark beside the Status column.
- Click Validate to check the completeness of the extract definition you created.
- Click OK. You can also download the validation report to your device if necessary.
- Click Export XML Schema to download the extract definition as an XSD file that you will use later to create an RTF report template.