Configure Your Own Criteria Based on Lookups and Flexfields

This example demonstrates how you create user-defined criteria based on user-defined lookups and associate the user-defined criteria with benefits eligibility profiles.

Scenario: A commercial diving company wants to offer different benefits rates to divers who dive deeper than 330 feet.

Summary of Tasks

To create lookup-based user-defined criteria for benefits eligibility profiles, you first perform these tasks in the Setup and Maintenance work area.

1. Create the benefit lookup.

2. Create the benefit value set.

3. Create the additional global segment on the descriptive flexfield.

4. Deploy the modified descriptive flexfield.

Next, you perform these tasks in the Plan Configuration work area.

1. Create the lookup-based user-defined criteria.

2. Create the eligibility profile and associate the new user-defined criteria.

Create Benefit Lookup

While you can use the Manage Benefit Lookups task to edit existing benefits lookups, you must use the Manage Common Lookups task in the Setup and Maintenance work area to create benefits lookups.

1. Create the lookup type, as shown in this table. Start the Lookup Type value with BEN_ for easy searching. This also ensures that the lookup is available in the Manage Benefit Lookups task.

   Field	Value
   Lookup Type	BEN_DIVE_DEPTH
   Meaning	Dive Depth
   Description	Identifies whether the diver dives deeper than 330 feet
   Module	Eligibility Profiles

2. Click Save.

   You must create the lookup type before you can add lookup codes.

3. In the Lookup Codes section, add and enable the lookup codes that you want to use for the lookup, as shown in this table.

   Field	Values for Code 1	Values for Code 2
   Lookup Code	SHALLOW	DEEP
   Display Sequence	1	2
   Enabled	Select	Select
   Start Date	1/1/2000	1/1/2000
   Meaning	Shallow	Deep
   Description	Dives 330 feet or less	Dives deeper than 330 feet

4. Click Save and Close to return to the Overview page.

Create Benefit Value Set

Use the Manage Value Sets task of the Setup and Maintenance work area to complete this task with the default values for fields unless the steps specify other values.

1. Complete the initial fields, as shown in this table.

   Field	Value
   Value Set Code	BEN_DIVE_DEPTH
   Module	Eligibility Profiles
   Validation Type	Table
   Value Data Type	Character

2. Complete the Definition fields, which appear after you select the validation type, as shown in this table.

   Field	Value
   FROM Clause	HCM_LOOKUPS
   Value Column Name	MEANING
   ID Column Name	LOOKUP_CODE
   WHERE Clause	LOOKUP_TYPE='BEN_DIVE_DEPTH'

Create Global Segment

Use the Manage Descriptive Flexfields task in the Setup and Maintenance work area. Use the default values for fields unless the steps specify other values.

1. Search for the Persons Attributes descriptive flexfield. To add more attributes to the Assignments table, you search for and edit the Assignment Attributes descriptive flexfield.

2. In the Search Results section, select the Person Attributes row.

3. On the Search Results toolbar, click the Edit button.

4. On the Global Segments toolbar, click the Create button.

5. Complete the general fields, as shown in this table.

   Field	Value
   Name	Dive Depth
   Code	BEN_DIVE_DEPTH

6. Complete the Column Assignment fields, as shown in this table.

   Field	Value
   Data Type	Character
   Table Column	The next available attribute, such as ATTRIBUTE1

7. In the Validation section Value Set field, select BEN_DIVE_DEPTH.

8. In the Display Properties section Display Type field, select Drop-down List.

9. Click Save and Close to return to the Edit Descriptive Flexfield page.

10. Click Save and Close to return to the Manage Descriptive Flexfields page.

Deploy Modified Descriptive Flexfield

You deploy the edited descriptive flexfield to expose the field in the application and make it available for use when creating user-defined criteria.

1. On the Search Results toolbar, click Deploy Flexfield.

2. Click Done to return to the Overview page.

Create Lookup-Based User-Defined Criteria

Use the Plan Configuration work area to complete this task with the default values for fields unless the steps specify other values.

1. In the Tasks panel drawer, click Manage User-Defined Criteria to open the Manage User-Defined Criteria page.

2. On the Search Results toolbar, click Create.

3. Complete the User-Defined Criteria fields, as shown in this table.

   Field	Value
   Name	Ben Dive Depth
   Short Code	BEN_DIVE_DEPTH

4. Complete the Set 1 fields, as shown in this table.

   Field	Value
   Table	Person Attributes
   Column	Attribute that you selected for your global segment, for example ATTRIBUTE1
   Lookup	BEN_DIVE_DEPTH

5. Click Save and Close to return to the Manage User-Defined Criteria page.

Create Eligibility Profile and Associate User-Defined Criteria

Use the Plan Configuration work area to complete this task with the default values for fields unless the steps specify other values.

1. In the Tasks panel drawer, click Manage Eligibility Profiles to open the Manage Eligibility Profiles page.

2. On the Search Results toolbar Create menu, select Create Participant Profile.

3. In the Eligibility Profile Definition section Name field, enter Ben Dive Depth.

4. In the User-Defined Criteria tab Eligibility Criteria section, add your user-defined criteria as shown in this table.

   Field	Value
   Sequence	1
   User-Defined Criteria	Ben Dive Depth
   Exclude	Clear
   Set 1 Meaning	Deep

5. Be sure that you select the value in the Set 1 Meaning field.

   You might have to refresh the list before you see the choice that you want:

   1. Select another tab, such as Formula.

   2. Select the User-Defined Criteria tab again.

6. Click Save and Close to return to the Manage Eligibility Profiles page.