Create a Report Using Benefits Carrier Extract Data Model

You can create your own report with values based on the most recent benefits extract using the Reports and Analytics work area. Use the Benefits Carrier Extract data model, which you can find in this folder path: Shared Folders/Human Capital Management/Benefits/Enrollment/Data Model.

These attributes in the data model correspond to the respective country names:
  • BEN_EXTRACT_REQ_DETAILS.EXT_ATTRIBUTE5 as WORK_COUNTRY
  • BEN_EXTRACT_REQ_DETAILS.EXT_ATTRIBUTE6 as HOME_COUNTRY
Here's how you create the report.
  1. Create your report, selecting the relevant parameters and the required master attributes.
  2. Add the relevant table details.
  3. Save the report under the Shared Folder/Custom folder.
  4. Verify that the report opens up correctly with the parameters that you selected for the previous extract process.
  5. On the Manage Plan Carriers page, update the plan carrier using these values.
    Field Value
    Publishing Type BI Publisher
    Report Type Enter the path of the report, for example: /Custom/AetnaCarrierReport.xdo
    Note: The benefits extract process uses the value in the Output File Name field when it generates the report file. This file isn't an XML file.
  6. Verify the Generate and Transmit Benefits Extract log file in the Evaluation and Reporting work area, on the Extract Benefits Data tab. You can download and open the output file or manually send it to the carrier.