Example of Creating Private Medical Treatment or Insurance Taxable Benefits for the UK

This example describes how you can create taxable benefits for private medical treatment or insurance for the UK.

The Private Medical Treatment or Insurance card component for the UK Taxable Benefits card has this shape:

uk taxable benefits private medical component

Refer to the Guidelines for Loading Taxable Benefits for the United Kingdom topic for the attributes to supply for each record type.

This example creates a Taxable Benefits card with the PrivateMedical Treatment or Insurance card component for employee assignment E454923.

The CalculationCard.dat file is used to bulk-load Taxable Benefits cards with HCM Data Loader:

METADATA|CalculationCard|SourceSystemOwner|SourceSystemId|LegislativeDataGroupName|DirCardDefinitionName|EffectiveStartDate|EffectiveEndDate|AssignmentNumber
MERGE|CalculationCard|VISION|TB_454923|UK LDG|Taxable Benefits|2020/04/06||E454923

METADATA|CardComponent|SourceSystemOwner|SourceSystemId|LegislativeDataGroupName|DirCardId(SourceSystemId)|EffectiveStartDate|EffectiveEndDate|DirCardCompDefName|ComponentSequence|Context1
MERGE|CardComponent|VISION|TB_454923_MED|UK LDG|TB_454923|2020/04/06|2020/12/31|Private Medical Treatment or Insurance|1|Ref1
MERGE|CardComponent|VISION|TB_454923_MED|UK LDG|TB_454923|2021/01/01|2021/04/05|Private Medical Treatment or Insurance|1|Ref2

METADATA|ComponentDetail|SourceSystemOwner|SourceSystemId|LegislativeDataGroupName|DirCardCompId(SourceSystemId)|EffectiveStartDate|EffectiveEndDate|DirCardCompDefName|FLEX:Deduction Developer DF|DirInformationCategory|_PROCESS_OR_REPORT_Display(Deduction Developer DF=ORA_HRX_GB_BSC_BENEFIT_2017)|_COST_TO_EMP_OR_VALUE(Deduction Developer DF=ORA_HRX_GB_BSC_BENEFIT_2017)|_ANNUAL_FLAG(Deduction Developer DF=ORA_HRX_GB_BSC_BENEFIT_2017)|_AMOUNT_MADE_GOOD(Deduction Developer DF=ORA_HRX_GB_BSC_BENEFIT_2017)
MERGE|ComponentDetail|VISION|UKTAXBENBIK_COMPDTL_PRIVMED1|UK LDG|TB_454923_MED|2020/04/06|2020/12/31|Private Medical Treatment or Insurance|ORA_HRX_GB_BSC_BENEFIT_2017|ORA_HRX_GB_BSC_BENEFIT_2017|P11D reporting|5000|Y|500
MERGE|ComponentDetail|VISION|UKTAXBENBIK_COMPDTL_PRIVMED1|UK LDG|TB_454923_MED|2021/01/01|2021/04/05|Private Medical Treatment or Insurance|ORA_HRX_GB_BSC_BENEFIT_2017|ORA_HRX_GB_BSC_BENEFIT_2017|P11D reporting|5000|Y|500

METADATA|CardAssociation|SourceSystemOwner|SourceSystemId|LegislativeDataGroupName|DirCardId(SourceSystemId)|EffectiveStartDate|EffectiveEndDate|TaxReportingUnitName
MERGE|CardAssociation|VISION|TB_454923_TRU|UK LDG|TB_454923|2020/04/06||UK TRU

METADATA|CardAssociationDetail|SourceSystemOwner|SourceSystemId|DirCardCompId(SourceSystemId)|DirRepCardId(SourceSystemId)|EffectiveStartDate|EffectiveEndDate|AssociationAssignmentNumber
MERGE|CardAssociationDetail|VISION|TB_454923_AD_MED|TB_454923_MED|TB_454923_TRU|2020/04/06||E454923