Field Reference for Plan Values

This topic provides you details of fields that you need to use to add a plan to a comparison template. This information applies to fields on the Configure Benefit Plan for Comparison page in the Setup and Maintenance work area.

Plan Value	Details
Plan Name	Select the name of the plan that you want to add to the template. You can see the list of plans that are available in your regular plan design. The plan type inherits from the plan name you selected.
Start and End Dates	You can change the start and end dates, if required, but you need to keep them within the templates' dates. Because the plans won't change that often, we suggest you create plans that span a number of years, say 5 years. You are creating templates and plans just for comparison. The components like actual rates and eligibility are set up in your plan design.
Eligibility Profile	Select an eligibility profile if you want to display only eligible plans during comparison. Even if you don't select an eligibility profile, participants will continue to see comparison plans that apply to the country that's set in the template. If you do select an eligibility profile, participants will see eligible plans, along with the plans of their country. The eligibility profile that you select is evaluated against the primary assignment of a person, as on the date that was set as the quick action parameter. If there’s no quick action date parameter set, it’s evaluated as of today’s date. Remember, the eligibility profile attached to the main plan in the Plan Configuration work area, has no effect on plan comparison.
Insurance Provider Logo	Upload a logo of the insurance provider either in .png or in .jpeg format. If you already have a logo for your plan, you can select it from the list.
Estimated Cost for Options	Enter the estimated cost for the options in line with the estimated cost period you selected. For example, if you selected Estimated Monthly Cost as the period, you enter monthly values. When you click the Information icon beside the Estimated Cost Value on the plan comparison page, you can see the estimated cost for your options.
Highlights	When you define highlights as part of the template, every plan that you add to that template displays all the highlights. You need to select which highlight applies to the plan, and which doesn't. During plan comparison, participants can easily see the differences across plans.
Feature Value	For the options and categories that you set up earlier, you need to provide values. You can even link footnotes to these values to display additional information to participants.

Before you save your entries and selections, click Preview to see how the template looks like. Also, you can select up to 3 plans and click Preview Comparison to see the experience of your participants while comparing the plans.