Commonly Used Lookups in Benefits

This topic identifies the benefits lookups that are most commonly user-defined. Review these lookups, and edit them as appropriate to meet your enterprise requirements. Use the Manage Benefit Lookups task in the Setup and Maintenance work area.

Relevant benefits lookups are categorized as follows:

  • Benefits relationships

  • Person factors

  • Process name

  • Regulations

  • Health care services and primary care physician

  • Certification

Benefits Relationships Lookup

This table describes the benefits relationships lookup used when configuring default benefits relationships on the Configure Default Benefits Relationships page. You also use the lookup when overriding default benefits relationships on the Manage Benefits Relationship page in the Enrollment work area.

Lookup Type

Description

BEN_BENEFIT_RELATION_NAME

Name of a benefits relationship, such as default or unrestricted

Person Factors Lookups

This table describes the person factors lookups used when adding or editing contacts for benefits.

Lookup Type

Description

BEN_STUDENT_STATUS

Student type, such as full-time or part-time

REGISTERED_DISABLED

Registered disabled values, such as yes, yes-fully disabled, yes-partially disabled, or no

Process Name Lookups

This table describes the process name lookup used when running evaluation processing and reports.

Lookup Type

Description

BEN_PROCESS

Benefits process name, such as Evaluate Scheduled Event Participation or Close Enrollment

Regulations Lookups

This table describes the regulations lookups used when setting up regulations in the Manage Regulations task. You also use the lookups when associating regulations with benefits plan basic details.

Lookup Type

Description

BEN_REGN_ADMN

The type of regulatory administration by a governing agency, such as enforced by or issued by

BEN_REGY_PL_TYP

The type of regulatory plan, such as fringe, other, pension, or welfare

BEN_REGY_PRPS

The purpose of a regulatory body associated with a benefits object, such as audit, enforces, qualifies, or requires plan disclosure

Health Care Services and Primary Care Physician Lookups

This table describes the health care services type and primary care physician lookups used in the primary care physician step of the plan configuration process. You also use these lookups on the self-service enrollment pages.

Lookup Type

Description

BEN_PRDCT

Provider category, such as exclusive provider organization, medium, point of service, or premium

BEN_PCP_CD

Requirement or ability of participants to select a primary care physician during enrollment, such as optional

BEN_PCP_DSGN

Primary care physician designation status for a plan, such as none, optional, or required

BEN_PCP_SPCLTY

Primary care physician specialty, such as emergency medicine

BEN_PCP_STRT_DT

Primary care physician started date, such as first of next month, first of next month occurring after 15 days, later of enrollment start or when designated

BEN_PRMRY_CARE_PRVDR_TYP

Primary care physician type, such as dentist, general practitioner, cardiologist, or pediatrician

Certification Lookups

This table describes the certification lookups used during plan configuration, when configuring certification action items for enrollments, dependent and beneficiary designations, and benefits or coverage restrictions.

Lookup Type

Description

BEN_BNF_CTFN_TYP

Beneficiary certification type, such as adoption or birth certificate, as well as notarized spousal consent

BEN_PRTN_CTFN_TYP

Participation certification type, such as a canceled check or proof of timely payment

BEN_ENRT_CTFN_TYP

Enrollment certification type, such as domestic partner affidavit as well as proof of external coverage, good health, or other coverage

BEN_DPNT_CVG_CTFN_TYP

Dependent coverage certification type, such as adoption, birth, domestic partner, legal custody, or marriage certificate