Prevent accidental back-out of scheduled, unrestricted, and unrestricted open Life Events in bulk
This new enhancement introduces safeguards to the Back Out Life Events process to help prevent unintended bulk deletions of life event data—specifically for Open, Administrative, Unrestricted Open, and Unrestricted life events. The validation is triggered only when the resulting life event status is Voided, because this status makes reinstatement of enrollment data impossible.
When administrators attempt to back out events that would result in a Voided status, a new field called Estimate of Impacted People appears. This field is defaulted to 50, but users can modify it as needed to reflect the expected scope of impact. To prevent large-scale accidental changes, the process includes a 5% variance threshold. If the actual number of affected records exceeds this variance from the estimate, the process prompts you to review the estimate.
Process Details Page
The lookup ORA_BEN_BACKEDOUT_LE_STATUS has been expanded to be more informative to the users.
Process Details Page with Lookup Values
Back Out Unrestricted Life Events Process Page
To learn how to use this feature, see:
- How do I void the Open, Administrative, or Unrestricted Open life events in bulk?
- How do I void the Unrestricted life events in bulk?
This new feature helps prevent unintended data loss by stopping bulk backouts of life events that would result in a voided status, preserving critical enrollment information and reducing the need for manual recovery.
Here's the demo of these capabilities:
Steps to Enable
You don't need to do anything to enable this feature.
Tips And Considerations
What are the considerations for preventing unintended bulk deletions of life event data?
Key Resources
Scheduled Event Participation Process Options