Setup Models to Enable Participants to Add Eligible Contacts in Self Service
When a participant adds a new contact as a dependent on the self-service pages, you need to understand how both your setup and administrator actions can affect the processing that happens subsequently.
Model 1: Setup with Family Member Rules
Here’s a table that outlines things you need to consider for this setup and the impact it has on processing.
Note: This setup doesn’t apply for unrestricted events because those type of events
evaluate participant and dependent eligibility in each run, and you can run them
daily.
Aspect | Details |
---|---|
Plan Configuration work area | You must set up family member rules for your program or plans. You set up family member rules to review eligibility on any changes in the family profile. These rules can exist at any one level in the hierarchy. |
Self-service pages | You need to consider these conditions:
|
Impact on processing | Here's what happens:
|
Model 2: Setup without Family Member Rules
Here’s a table that outlines things you need to consider for this setup and the impact it has on processing. The key difference in this model is that it doesn’t back out and reprocess events when new dependents are available.
Note: Like in Model 1, this model too doesn’t apply for unrestricted events.
Aspect | Details |
---|---|
Plan Configuration work area | You need to consider these rules:
|
Self service pages | The conditions that apply for Model 1 apply here too. You need to make sure that the electable choices are configured to allow dependent designations for newly eligible dependents. |
Impact on processing | Here's what happens:
|