1. Implementing Benefits
  2. HDL for Close Enrollment Certification Action Items

HDL for Close Enrollment Certification Action Items

You can use the Close Enrollment Certification Action Items HCM Data Loader (HDL) loader to update the received date or denied date for action items or certifications that will close the action item.

These action items include Evidence of Insurability (EOI) documents, such as proof of good health certificates or birth certificates.

Click Navigator > My Client Groups > Data Exchange > Import and Load Data

You need to consider these points while implementing this enhancement:

  • Ensure that the life event is in Started status.
  • Either the received or denied date should have value, but not both. Otherwise, an error appears.
  • If you enter the first name and last name, but no person number, you might see an error if duplicate entries are found.
  • If the HDL is loaded with person number, first name, and last name, the process uses only the person number for validation.
  • Ensure that the certification date is on or after the election made date.