Guidelines to Test Benefits Formulas
Use the Evaluate Formulas and Eligibility Profiles task in the Plan Configuration work area to test whether a benefits formula works as expected for a sample participant.
This topic covers the following aspects:
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Authoring formulas
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Restrictions
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Available contexts
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Formula results
Authoring Formulas
You create formulas using the Define Formula task in the Plan Configurationwork area.
Restrictions
You cannot test formulas designed to act on data that is not saved to the database yet. For example, you cannot test these formula types:
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Person Change Causes Life Event
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Post Election Edit
You cannot test formulas designed to act on input values received from a process that the formula calls at runtime. For example, you can't test the Rate Periodization formula type. You can still use this tool to test such formulas by creating a version that contains fixed input values available in the code.
Available Contexts
You must provide values to the following contexts to test any benefits formula:
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Effective date
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Person name
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Benefits relationship
You can also provide values to these contexts depending on the formula type:
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Life event name
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Program name
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Plan name
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Option name
Formula Results
The Formula tab displays the results of the last five formula submissions. The Results window displays the name of the return variable defined in the formula and its value. To view more details, you can download and view the generated log file.