Enrollment Certification Required

This formula type is used to determine if a certification is required for enrollment.

Contexts

The following contexts are available:

• BUSINESS_GROUP_ID ( ENTERPRISE_ID)
• EFFECTIVE_DATE
• HR_ASSIGNMENT_ID
• PGM_ID
• PL_ID
• PER_IN_LER_ID
• LER_ID
• BENEFIT_RELATION_ID
• PL_TYP_ID
• OPT_ID
• ORGANIZATION_ID
• ELIG_PER_ELCTBL_CHC_ID
• ENRT_CTFN_TYP_CD

Database Items

Use only the following database items that are available to formulas of this type:

• Database items based on person’s assignment: HR_ASSIGNMENT_ID AND PERSON_ID

Input Variables

Input variables are not available to formulas of this type.

Return Variables

The following return variables are available to formulas of this type. Any name can be used for the return variable.

Return variables table

Out Variable Name	Data Type	Remarks
L_OUTPUT	Varchar	Y/N

Sample Formula 1:

FORMULA TYPE: Enrollment Certification Required

Description: Trigger certification for self-assigned life events.

DEFAULT FOR BEN_PLN_NAME IS 'X'
DEFAULT FOR BEN_OPT_NAME IS 'X'
DEFAULT FOR BEN_LER_NAME is 'XXX'
l_return='Y'
l_emp_enrd='N'
l_lf_evt_ocrd_dt = GET_CONTEXT(EFFECTIVE_DATE,to_date('1951/01/01 00:00:00') )
l_self_assign_event = 'N'
l_first_event = 'N'
l_ler_name = BEN_LER_NAME
l_pl_name = BEN_PLN_NAME
l_opt_name = BEN_OPT_NAME
IF
(
l_ler_name = 'Marriage' OR
l_ler_name = 'Birth' OR
l_ler_name = 'Adoption' OR
l_ler_name = 'Divorce' OR
l_ler_name = 'Change Beneficiary' OR
l_ler_name = 'Death of a Dependent'
) THEN (l_self_assign_event = 'Y')
l_day_before = add_days(l_lf_evt_ocrd_dt,-1)
change_contexts(EFFECTIVE_DATE=l_day_before)
(
l_emp_enrd = ben_fn_get_char_value('BEN_PRTT_ENRT_RSLT','ENROLLED',l_pl_name,l_opt_name)
)
if ( (l_emp_enrd = 'Y')
or (l_ler_name like '%System Implementation%')
or (l_self_assign_event = 'N' )
) then
(
l_return = 'N'
)
return l_return

Sample Formula 2:

FORMULA TYPE : Enrollment Certification Required

DESCRIPTION : Do not trigger certification for employee life when participant elects to decrement coverage.

DEFAULT FOR BEN_OPT_NAME is 'ABC'
DEFAULT_DATA_VALUE FOR BEN_PIL_LF_EVT_OCRD_DT_TN IS '1951/01/01 00:00:00'(date)
DEFAULT_DATA_VALUE FOR BEN_PIL_PER_IN_LER_STAT_CD_TN IS 'NA'
l_opt_name = BEN_OPT_NAME
i=1
l_cert_reqd ='Y'
l_eff_date = GET_CONTEXT(EFFECTIVE_DATE, to_date('1951/01/01 00:00:00') )
/* get the life date for the started event */
WHILE BEN_PIL_LF_EVT_OCRD_DT_TN.exists(i) LOOP
( IF (BEN_PIL_PER_IN_LER_STAT_CD_TN[i] ='STRTD') THEN
(
l_eff_date = BEN_PIL_LF_EVT_OCRD_DT_TN[i]
EXIT
)
i=i+1
) /* end while */
/* get the enrolled option in the past life event*/
CHANGE_CONTEXTS(EFFECTIVE_DATE=add_days(l_eff_date,-1))
(
l_opt1_prev = ben_fn_get_char_value('BEN_PRTT_ENRT_RSLT','ENROLLED','Supplemental Employee Life','1X Annual Salary')
l_opt2_prev = ben_fn_get_char_value('BEN_PRTT_ENRT_RSLT','ENROLLED','Supplemental Employee Life','2X Annual Salary')
l_opt3_prev = ben_fn_get_char_value('BEN_PRTT_ENRT_RSLT','ENROLLED','Supplemental Employee Life','3X Annual Salary')
l_opt4_prev = ben_fn_get_char_value('BEN_PRTT_ENRT_RSLT','ENROLLED','Supplemental Employee Life','4X Annual Salary')
l_opt5_prev = ben_fn_get_char_value('BEN_PRTT_ENRT_RSLT','ENROLLED','Supplemental Employee Life','5X Annual Salary')
) /* end change contexts*/
if (l_opt_name = 'Waive') then
(
l_cert_reqd='N'
)
else if ( l_opt_name = '5X Annual Salary'
and l_opt5_prev = 'Y'
) then
(
l_cert_reqd='N'
)
else if ( l_opt_name = '4X Annual Salary'
and ( l_opt5_prev = 'Y'
OR l_opt4_prev = 'Y'
)
) then
(
l_cert_reqd='N'
)
else if ( l_opt_name = '3X Annual Salary'
and ( l_opt5_prev = 'Y'
OR l_opt4_prev = 'Y'
OR l_opt3_prev = 'Y'
)
) then
(
l_cert_reqd='N'
)
else if ( l_opt_name = '2X Annual Salary'
and ( l_opt5_prev = 'Y'
OR l_opt4_prev = 'Y'
OR l_opt3_prev = 'Y'
OR l_opt2_prev = 'Y'
)
) then
(
l_cert_reqd='N'
)
else if ( l_opt_name = '1X Annual Salary'
and ( l_opt5_prev = 'Y'
OR l_opt4_prev = 'Y'
OR l_opt3_prev = 'Y'
OR l_opt2_prev = 'Y'
OR l_opt1_prev = 'Y'
)
) then
(
l_cert_reqd='N'
)
RETURN l_cert_reqd