Example of Loading Benefits and Pensions 403 (b)

Here's an example of how you can create the 403 (b) card component of the Benefits and Pensions card.

Source Keys are used to identify the records being 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|403b_955160008193987|PM US Sun Power|BP_955160008193987|2022/01/01|4712/12/31|MT_403B FC

METADATA|CalculationValueDefinition|SourceSystemOwner|SourceSystemId|LegislativeDataGroupName|SourceId(SourceSystemId)|EffectiveStartDate|EffectiveEndDate|DirCardCompDefName|ValueDefinitionName 
MERGE|CalculationValueDefinition|USER01|403b_VD1_955160008193987|PM US Sun Power|403b_955160008193987|2022/01/01|4712/12/31|MT_403 FC|Percentage for Employee Contribution 
MERGE|CalculationValueDefinition|USER01|403b_VD2_955160008193987|PM US Sun Power|403b_955160008193987|2022/01/01|4712/12/31|MT_403 FC|Employee Catch-Up Contribution
MERGE|CalculationValueDefinition|USER01|403b_VD3_955160008193987|PM US Sun Power|403b_955160008193987|2022/01/01|4712/12/31|MT_403 FC|Catch-Up Processing Rule

METADATA|EnterableCalculationValue|SourceSystemOwner|SourceSystemId|LegislativeDataGroupName|ValueDefnId(SourceSystemId)|EffectiveStartDate|EffectiveEndDate|Value1
MERGE|EnterableCalculationValue|USER01|403b_VD1_ECV_955160008193987|PM US Sun Power|403b_VD1_955160008193987|2022/01/01|4712/12/31|6
MERGE|EnterableCalculationValue|USER01|403b_VD2_ECV_955160008193987|PM US Sun Power|403b_VD2_955160008193987|2022/01/01|4712/12/31|Y
MERGE|EnterableCalculationValue|USER01|403b_VD3_ECV_955160008193987|PM US Sun Power|403b_VD3_955160008193987|2022/01/01|4712/12/31|C

The 403(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 403 (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.