Guidelines for Loading 403 (b) Card Components
The Benefits and Pensions card component is used for supporting the 403 (b) deferred compensation plans.
You can select overrides to choose a deduction type of flat amount or percentage for an employee. An override for Adjustment Deferred Compensation Limit is also available if the 15 years of service rules apply to the employee.
The 403 (b) card component is part of the Benefits and Pensions calculation card. The attributes to supply when creating a new Benefits and Pensions calculation card are described in Guidelines for Loading the Benefit and Pensions 403 (b) and 457 (b) Calculation Card topic.
The 403 (b) card component name is defined by the element template. It has multiple value definitions, which are supplied using the Calculation Value Definition and Enterable Calculation Value record types.
Card Component Attributes for 403 (b)
| HCM Data Loader Attribute | Alternative User Key Attributes | Functional Description |
|---|---|---|
| SourceSystemOwner | N/A | The name of the source system owner used to generate the source system ID. |
| SourceSystemId | CardSequence, ComponentSequence,PayrollRelationshipNumber, DirCardDefinitionName, LegislativeDataGroupName, DirCardCompDefName | A unique identifier for the 403 (b) card component. For new card components supply the source key attributes. You can also identify card components with the user key attributes. |
| LegislativeDataGroupName | N/A | The name of the legislative data group for the card component definition. |
| DirCardId(SourceSystemId) | CardSequence, PayrollRelationshipNumber, DirCardDefinitionName, LegislativeDataGroupName | The parent Benefits and Pensions calculation card should be identified by using the same key type used to identify the calculation card. When using source keys, supply this attribute with the value supplied for the calculation card’s SourceSystemId attribute. Otherwise, supply the user key attributes with the same values as the parent calculation card. |
| EffectiveStartDate | N/A | The start date of the 403 (b) card component. This must be after or same as the EffectiveStartDate on the Benefits and Pensions calculation card. |
| EffectiveEndDate | N/A | The end date is optional for the card component. |
| DirCardCompDefName | N/A | The component definition name. Provide the name of the component as generated by the element template. |
| ComponentSequence | N/A |
The number to uniquely identify this card component when multiple card components with the same DirCardCompDefName exist. Not required when source keys are used. |
These attributes are supplied against the CardComponent file discriminator and must be supplied along with a CalculationCard record for the parent Benefits and Pension card. An example is provided in the Example of Loading Benefits and Pensions 403 (b) help topic.
Calculation Value Definition Attributes for 403 (b)
The Calculation Value Definition record type specifies the name of the value definition you are supplying an override value for. The Calculation Value Definition record type uses these attributes:
| HCM Data Loader Attribute | Alternative User Key Attributes | Functional Description |
|---|---|---|
| SourceSystemOwner | N/A | The name of the source system owner used to generate the source system ID. |
|
SourceSystemId |
CardSequence, ComponentSequence, PayrollRelationshipNumber, DirCardDefinitionName, LegislativeDataGroupName, DirCardCompDefName | A unique identifier for the calculation value definition record. For new records supply the source key attributes. You can also identify calculation value definition records with the user key attributes. |
| LegislativeDataGroupName | N/A | The name of the legislative data group for the card component definition. |
| SourceId(SourceSystemId) | CardSequence, ComponentSequence, PayrollRelationshipNumber, DirCardDefinitionName, LegislativeDataGroupName, DirCardCompDefName | The parent 403 (b) card component should be referenced by using the same key type used to identify the card component. When using source keys, supply this attribute with the value supplied for the card component’s SourceSystemId attribute. Otherwise, supply the user key attributes with the same values as the parent card component. |
| EffectiveStartDate | N/A | The start date of the parent 403 (b) card component or the date the calculation value definition starts, if later. |
| DirCardCompDefName | N/A | The definition name of the parent 403 (b) card component. Specify the same value as provided on the parent card component record. |
| ValueDefinitionName | N/A | The name of the value being overridden. The list of value definitions applicable to this card component are listed above. |
These attributes are supplied against the CalculationValueDefinition file discriminator and must be supplied along with a CardComponent record for the parent 403 (b) card component and a CalculationCard record for the owning Benefits and Pensions card. An example is provided in the Example of Loading Benefits and Pensions 403 (b) help topic.
Enterable Calculation Value Attributes for 403 (b)
| HCM Data Loader Attribute | Alternative User Key Attributes | Functional Description |
|---|---|---|
| SourceSystemOwner | N/A | The name of the source system owner used to generate the source system ID. |
|
SourceSystemId |
CardSequence, ComponentSequence, PayrollRelationshipNumber, DirCardDefinitionName, LegislativeDataGroupName, DirCardCompDefName | A unique identifier for the enterable calculation value record. For new records supply the source key attributes. You can also identify calculation value definition records with the user key attributes. |
| LegislativeDataGroupName | N/A | The name of the legislative data group for the override value. |
| ValueDefnIdSourceSystemId) | CardSequence, ComponentSequence, PayrollRelationshipNumber, DirCardDefinitionName, LegislativeDataGroupName, DirCardCompDefName, ValueDefinitionName | Identify the parent Calculation Value Definition record using the same key type used to identify the calculation value definition. When using source keys, supply this attribute with the value supplied for the calculation value definition’s SourceSystemId attribute. Otherwise, supply the user key attributes with the same values as the parent record. |
| EffectiveStartDate | N/A | The effective start date of the parent calculation value definition record, or the update to the override value if supplying date-effective history. |
| EffectiveEndDate | N/A | The optional end date of the override value, or if you are providing date-effective history, the last day of the date-effective changes |
| Value1 | N/A | The value for the value definition identified by the parent calculation value definition record. |
These attributes are supplied against the EnterableValueDefinition file discriminator. You must supply an EnterableValueDefinition record for each CalculationValueDefinition record supplied.
An example is provided in the Example of Loading Benefits and Pensions 403 (b) help topic.