How You Can Use a Formula To Add More Data to Benefits Extracts

You can use the Benefits Extract Custom Data Rule formula type to include additional information to a benefit extract output file.

Compile and refresh the formula using the Manage Fast Formulas task. When you create or edit a benefits plan carrier, you set the formula to use in the Formula Name field in the Extract Options section. After you run the Extract Benefits Data process, check the <UserArea> section in the output file to confirm that the formula has returned values as you expected.