Examples of Benefits Extract Runs
This topic lists different ways in which you can process extracts to accommodate different benefits scenarios.
Scenario | Recommendation |
---|---|
Carrier requires full data extract | Submit the Extract Benefits Data process to run with the Extract
Type set to Full. You set this in the Extract
Benefits Data tab of the Evaluation and Reporting work
area. Before you submit these type of extracts, ensure that person's enrollment in the carrier's plan isn't suspended. Also ensure that a person's enrollment designations for the carrier's plan aren't suspended. |
Carrier requires only data changes in extract | Submit the Extract Benefits Data process to run with the Extract
Type set to Changes Only. You set this in the
Extract Benefits Data tab of the Evaluation and Reporting work
area. Before you submit the process, ensure that a person's enrollment in the carrier's plan isn't in the future. Also, ensure that the changes-only extract process doesn't include future dated changes. Also ensure that a person's enrollment designations for the carrier's plan aren't suspended. |
An employee was incorrectly enrolled in the wrong dental plan. You reopen the life event in the Enrollment work area. Then, you select the correct plan and review the coverage start date to ensure that the employee is enrolled with the correct past date. | Verify the participant enrollments in the Enrollment work area. Run another extract in the Evaluation and Reporting work area and verify that the output file contains the correct participant data. |
Due to incorrect setup, the wrong life event ran for an employee that affected the employee's enrollment in the carrier's plan. You back out the life event in the Enrollment work area. | At this point, the employee is no longer enrolled in the
carrier's plan. Also, the next extract doesn't show any enrollments
details for the employee. You can view the extract output file to confirm that the employee's benefits data doesn't exist in the file. Unprocessed life events act the same way. When the life event is set to unprocessed, the participant's enrollment ends. When you run the next benefits extract, you won't see the person's enrollment details in the output file. |