Collapsing Life Event Rules Formula Types

Use formulas in collapsing life event rules if you want to define rules other than the predefined ones on the Create Collapsing Rule page. This topic lists the contexts, database items, inputs, and outputs for these formulas.

The following table shows which collapsing rule aspects on the Create Collapsing Rule page enable use of formulas:

Collapsing Rule Aspect	Formula Type to Use
Configuration Approach	Collapse Configuration
Life Event Occurred Date	Life Event Occurred Date
Handling of Losing Events	Handling of Non-Winning Events

The following contexts are available to all the formula types:

• LC_DATE_FROM: Date from when database items are available

• LC_DATE_TO: Date until when database items are available

• BUSINESS_GROUP_ID

• ASSIGNMENT_ID

• EFFECTIVE_DATE

• BENEFIT_RELATION_ID

Columns from BEN_PTNL_LER_FOR_PER and BEN_LER_F are available to all the formula types. These columns are related to the person's potential life events.

You don't need to define any input variables for any of the formula types.

The following table describes the return variables that are available for each formula type:

Formula Type	Return Variables
Collapse Configuration	WINNING_LER_ID: Winning life event. VOID_PTNL_ID1: Losing life event. For multiple losing life events, use another variable of the same name, but with a different ID value. Example: VOID_PTNL_ID2, VOID_PTNL_ID3.
Life Event Occurred Date	LIFE_EVENT_OCCURRED_DATE: Occurred date of the winning life event.
Handling of Non-Winning Events	ACTION_TO_TAKE: Contains one of these values: VOID DELETE

This sample formula collapses the Marriage event and Address Change event to a new Location Change event if the events occur 10 days apart. The sample formula applies the collapsing logic only to workers in California.

DEFAULT_DATA_VALUE for BEN_PPL_LER_NAME_TN is 'Default'
DEFAULT_DATA_VALUE for BEN_PPL_PTNL_LER_FOR_PER_ID_NN is 0
DEFAULT_DATA_VALUE for BEN_PPL_LER_ID_NN is 0
DEFAULT for PER_ASG_ADD_COUNTRY is 'U'
DEFAULT for PER_ASG_ADD_REGION2 IS 'C'

i=1
WINNING_LER_ID = 0
VOID_PTNL_ID1 = 0
VOID_PTNL_ID2 = 0

L_PER_PER_ADD_COUNTRY = PER_ASG_ADD_COUNTRY
L_PER_PER_ADD_REGION2 = PER_ASG_ADD_REGION2

if(L_PER_PER_ADD_COUNTRY = 'US' AND L_PER_PER_ADD_REGION2='CA') then (
	WHILE BEN_PPL_LER_NAME_TN.exists(i) loop (
		if(BEN_PPL_LER_NAME_TN[i] = 'Marriage') then (
			VOID_PTNL_ID1 = BEN_PPL_PTNL_LER_FOR_PER_ID_NN[i]
		)
		if(BEN_PPL_LER_NAME_TN[i] = 'Address Change') then (
			VOID_PTNL_ID2 = BEN_PPL_PTNL_LER_FOR_PER_ID_NN[i]
		)
		i=i+1
	)
	if(VOID_PTNL_ID1 != 0 AND VOID_PTNL_ID2 != 0) then (
		WINNING_LER_ID = 316
        return WINNING_LER_ID,VOID_PTNL_ID1,VOID_PTNL_ID2
	)
)
return VOID_PTNL_ID1,VOID_PTNL_ID2

This sample formula checks if the occurred date for a life event is later than January 1, 1999. If the condition is true, then the formula returns that date as the life event occurred date to assign to the winning event.

DEFAULT_DATA_VALUE for BEN_PPL_LER_NAME_TN is 'My-Default'
DEFAULT_DATA_VALUE for BEN_PPL_LF_EVT_OCRD_DT_DN is '1999/01/01 12:00:00'(date)
i=1
LIFE_EVENT_OCCURRED_DATE = to_date('1999-01-01','yyyy-mm-dd')
while BEN_PPL_LER_NAME_TN.exists(i) loop (
if(BEN_PPL_LF_EVT_OCRD_DT_DN[i]  > LIFE_EVENT_OCCURRED_DATE) then
	LIFE_EVENT_OCCURRED_DATE = BEN_PPL_LF_EVT_OCRD_DT_DN[i]
i=i+1
)
return LIFE_EVENT_OCCURRED_DATE

This sample formula returns the value that was assigned to the ACTION_TO_TAKE variable for handling losing events.

ACTION_TO_TAKE = 'VOID'
return ACTION_TO_TAKE