Create Extract Definition for the BEN_EXTRACT_JOINED_UE User Entity

Create an extract definition for the BEN_EXTRACT_JOINED_UE user entity in the Manage Extract Definitions page of the Data Exchange work area.

1. Click Navigator > My Client Groups > Data Exchange.
2. In the HCM Extracts section, click Extract Definitions.
3. In the Extract Definitions page, click Create.
4. In the Create Extract Definition window, complete these details. Leave the rest of the fields as is.

   Field	Value
   Name	A meaningful name for the extract definition, such as BEN_JOINED_EXT
   Type	HR Archive
   Consumer	Report

5. Click OK.
6. On the Define page, click Add in the Parameters section to create a parameter called carrier_id. You also need a parameter called effective_date, but you don't need to create it as it's already available in the BEN_EXTRACT_JOINED_UE user entity. Make sure you provide these details when you create the carrier_id parameter.

   Field	Value
   Name	Carrier ID
   Tag Name	carrier_id Note: This value is case sensitive.
   Data Type	Number
   Display Format	Text

7. Click Save and Close.
8. On the Extract Definitions page, in the extract definition row that you just created, click the Advanced Edit icon.
9. On the Edit Extract Definition page, in the Hierarchy pane, click Data Group.
10. In the Data Groups section, click Create. You create a data group to link it with the benefits user entity. Complete these fields.

    Field	Value
    Name	BEN_DG
    Tag Name	BEN_DG
    User Entity	BEN_EXTRACT_JOINED_UE
    Root Data Group	Select

11. Click Save.
12. In the Records section, click Create to add a new record to the data group. Complete these fields.

    Field	Value
    Sequence	10
    Name	Benefits Record
    Tag Name	Benefits_Record
    Type	Detail Record
    Process Type	Fast Formula

13. Click Save.
14. In the Extract Attributes section, click Create to add new attributes to the record you just created. You can add as many attributes, such as plan and coverage start date, to suit your requirements. Here are sample field values that you might enter to create the Person Full Name attribute.

    Field	Value
    Name	Person Full Name
    Tag Name	Person_Full_Name
    Short Code	per_f_nm
    Output Label	Person Name
    Start Date	1/1/00
    Data Type	Text
    Type	Database Item Group
    Database Item Group	Person Full Name

15. Click Save.
16. In the Hierarchy pane, click Extract Execution Tree.
17. Click Compile All Formula. You need to click Refresh to see the current status. If the compile succeeds, you can see a green check mark beside the Status column.
18. Click Validate to check the completeness of the extract definition you created.
19. Click OK. You can also download the validation report to your device if necessary.
20. Click Export XML Schema to download the extract definition as an XSD file that you will use later to create an RTF report template.