Configure Benefits for Extracting Data

This topic covers how to set up benefit plan carriers and offerings so that you can then generate and transmit enrollment data extracts. You extract benefits enrollment information into a single XML file for each benefits carrier.

To configure the benefits data extract, you complete these tasks in the Plan Configuration work area:

1. Create the plan carrier and configure extract settings.

2. Add the benefits extract plan type name.

3. Add the benefits extract plan code.

4. Add the benefits extract option name.

Creating Plan Carrier

Set up carrier data and configure extract options in the Plan Configuration work area that apply whenever you run the extract for that carrier.

1. In the Tasks panel drawer, click Manage Plan Carriers to open the Manage Plan Carriers page. On the Mapping tab, you can view the mapping of lookup codes to the lookup value that you transmit to carriers. Edits to mapping values affect all plan carriers that use the lookup.

2. On the Search Results toolbar, click the Create button.

3. Enter the carrier information. In the Active field, select Active.

4. Enter the extract options.

   The following table provides comments to help you with your extract field entries and selections.

   Field	Comments
   Extract Type	Select whether to run a full extract or extract only the changes since the previous extract. Generally, you run a full extract after an enrollment period closes and enrollments are completed. You run subsequent extracts on a periodic or scheduled basis, in either full or changes only mode.
   Output File Name	Obtain the value that you enter here from the extract file recipient.
   Processing Frequency	A common practice is to schedule your extracts to run after your regular payroll runs. You might want to set the processing frequency accordingly.
   Processing Type	By default, all extracts have the same format, regardless of which carrier receives the extract. You can contract with Oracle's partner, BenefitsXML, to have a carrier's extract data transformed and delivered to the carrier, according to its specifications. For more information about BenefitsXML, see http://www.benefitsxml.com. If you don't use this partner, you can transform and deliver the extract data file directly to each of your plan carriers, according to their specifications.
   Upload Custom Layout	This button is available if you select the Custom layout processing type. Specify the layout for the individual carrier. For details, see the Benefits Extract: User-Defined Layout topic

5. Enter the file transfer details, which you obtained from the extract file recipient. You can transmit extract files directly to the recipient. Alternatively, you can transmit extract files to the Oracle cloud, using its file transfer details, and have your recipient download its extract from there.

   Field	Comments
   Host	The name of the server to which you transmit the recipient's extract files.
   Remote Folder	Path on the host to the location where your transmission places the extract file.
   User Name	Part of the sign-in credentials required for your transmission to access the host.
   Password	Part of the sign-in credentials required for your transmission to access the host.

6. Click Save and Close to return to the Manage Plan Carriers page.

Adding Benefits Extract Plan Type Name

Complete these steps in the Plan Configuration work area to identify each type of plan included in the extract file for the recipient.

1. In the Tasks panel drawer, click Manage Plan Types to open the Manage Plan Types page.

2. Search for and click the plan type, for example, Medical.

3. On the Plan Type Definition section Actions menu, select Update.

4. Enter the valid benefits extract plan type name, for example, Health.

5. Click Save and Close to return to the Manage Plan Types page.

See the guidelines topic for more info on the valid option types to use for the plan type that you want to include in the extract.

Adding Benefits Extract Plan Code

Complete these steps in the Plan Configuration work area to link the plan to the extract file recipient.

1. In the Tasks panel drawer, click Manage Benefits Plan Details to open the Manage Benefits Plan Details page.

2. Search for and click the plan that you want to link to the extract file recipient.

3. Click Next to open the Edit Plan Additional Configuration page.

4. On the Configuration Details section Actions menu, select Update.

5. Enter the benefits extract plan code, which the extract file recipient provided to you for this specific plan.

6. Click Save and Close to return to the Plans tab.

Adding Benefits Extract Option Name

Complete these steps in the Plan Configuration work area to identify each option included in the extract file for the recipient.

1. In the Tasks panel drawer, click Manage Benefit Options to open the Manage Benefit Options page.

2. Search for and click the participant option, for example, Participant Only.

3. On the Basic Details section Actions menu, select Update.

4. Enter the valid benefits extract option name, for example, Employee Only.

5. Click Save and Close to return to the Manage Benefit Options page.

Next Steps

After you complete the previous tasks, you're ready to generate and transmit the extract data. The details of this process are covered in the Generating and Transmitting Benefits Data Extract for Plan Carriers: Procedure topic.