1. Implementing Benefits
  2. Examples of Collapsing Rules Using OR Operator

Examples of Collapsing Rules Using OR Operator

The example in this topic shows you a sample configuration of a collapsing rule that uses the OR operator. The example also shows how that rule evaluates corresponding potential life events during processing.

You create collapsing rules using the Manage Life Events task in the Plan Configuration work area.

Life Event Combination Using the OR Operator

Consider this scenario:

  • When an HR specialist enters information for a newly hired employee, multiple life events might occur, such as New Hire, Marriage, and Gain Dependent.

  • If these events occur within 10 days apart, you want to collapse the events to the New Hire event and void the other events.

  • You want to use the earliest life event date as the occurred date of the resulting event.

You provide the following key information to create the collapsing rule on the Create Collapsing Rule page:

Field

Value

Selected Life Events

Select these values:

  • New Hire

  • Marriage

  • Gain Dependent

Operator

OR

Resulting Event Name

New Hire

Life Event Occurred Date

Earliest Life Event Occurred Date

Proximity Days

10

Handling of Losing Events

Void any matching life events

The following table uses different scenarios to show how participation evaluation processing evaluates the collapsing rule.

Scenario

Process Action

Scenario:

  1. New Hire event occurs on September 13, 2015

  2. Marriage event occurs on September 16, 2015

  3. Gain Dependent event occurs on September 18, 2015

  4. Participation evaluation process runs on September 19, 2015

The process:

  1. Voids the Marriage event and the Gain Dependent event

  2. Sets the occurred date of the New Hire event to September 13, 2015

  3. Processes the New Hire event

Scenario:

  1. New Hire event occurs on September 13, 2015

  2. Gain Dependent event occurs on September 25, 2015

  3. Marriage Event occurs on September 29, 2015

  4. Participation evaluation process runs on September 30, 2015

The process:

  1. Sets the occurred date of the New Hire life event to September 13, 2015

  2. Processes the New Hire event

The collapsing rule doesn't process the following events because they didn't occur within 10 proximity days of the earliest event:

  • Gain Dependent event

  • Marriage event

These events continue to be in the Detected status.

Scenario:

  1. New Hire event occurs on September 13, 2015

  2. Participation evaluation process runs on September 14, 2015

  3. Gain Dependent event occurs on September 16, 2015

  4. Marriage event occurs on September 19, 2015

  5. Participation evaluation process runs on September 20, 2015

The process when run on September 14, 2015:

  1. Sets the occurred date of the New Hire event to September 13, 2015

  2. Processes the New Hire event

The process when run on September 20, 2015:

  1. Voids the Marriage event and the Gain Dependent event

  2. Creates the New Hire event and assigns its occurred date to September 16, 2015