Example of Loading Benefits and Pensions 457 (b)

Here's an example of how you can create the 457 (b) card component of the Benefits and Pensions card.

Source Keys are used to identify the records that are loaded. The user key attributes LegislativeDataGroupName and PayrollRelationshipNumber should be used to identify the legislative data group and employee’s payroll relationship.

The CalculationCard.dat file is used to bulk-load Benefit and Pension cards with HCM Data Loader.

METADATA|CalculationCard|SourceSystemOwner|SourceSystemId|LegislativeDataGroupName|DirCardDefinitionName|EffectiveStartDate|EffectiveEndDate|PayrollRelationshipNumber
MERGE|CalculationCard|USER01|BP_955160008193987|PM US Sun Power|Benefits and Pensions|2022/01/01|4712/12/31|955160008193987

METADATA|CardComponent|SourceSystemOwner|SourceSystemId|LegislativeDataGroupName|DirCardId(SourceSystemId)|EffectiveStartDate|EffectiveEndDate|DirCardCompDefName
MERGE|CardComponent|USER01|457b_955160008193987|PM US Sun Power|BP_955160008193987|2022/01/01|4712/12/31|MT_457 LSP

METADATA|CalculationValueDefinition|SourceSystemOwner|SourceSystemId|LegislativeDataGroupName|SourceId(SourceSystemId)|EffectiveStartDate|EffectiveEndDate|DirCardCompDefName|ValueDefinitionName 
MERGE|CalculationValueDefinition|USER01|457b_VD1_955160008193987|PM US Sun Power|457b_955160008193987|2022/01/01|4712/12/31|MT_457 LSP|Flat Amount for Employee Contribution 
MERGE|CalculationValueDefinition|USER01|457b_VD2_955160008193987|PM US Sun Power|457b_955160008193987|2022/01/01|4712/12/31|MT_457 LSP|Partial Deduction Allowed

METADATA|EnterableCalculationValue|SourceSystemOwner|SourceSystemId|LegislativeDataGroupName|ValueDefnId(SourceSystemId)|EffectiveStartDate|EffectiveEndDate|Value1
MERGE|EnterableCalculationValue|USER01|457b_VD1_ECV_955160008193987|PM US Sun Power|457b_VD1_955160008193987|2022/01/01|4712/12/31|350
MERGE|EnterableCalculationValue|USER01|457b_VD2_ECV_955160008193987|PM US Sun Power|457b_VD2_955160008193987|2022/01/01|4712/12/31|Y

The 457 (b) CardComponent record identifies the parent Benefits and Pensions CalculationCard using the DirCardId(SourceSystemId) attribute, which has a value that matches the SourceSystemId attribute value on the CalculationCard.

The CalculationValueDefinition records identify the parent 457 (b) CardComponent using the the SourceId(SourceSystemId) attribute. The value of this attribute matches the SourceSystemId on the parent CardComponent.

The EnterableCalculationValue records identify their parent CalculationValueDefinition record using the ValueDefnId(SourceSystemId) attribute.