Eligibility Errors Correction

Credit transactions can fail eligibility validation during processing. The research assistant provides an analysis of eligibility errors and the means to correct errors in the same UI. The Analyze icon in the search results table of the Manage Credits page opens the research assistant.

• The transaction credit category doesn't match a performance measure for the transaction date

• The transaction date doesn't fall within plan component effective dates

• The credit receiver has no compensation plan for the transaction date

• The transaction doesn't match the Include Indirect Credits attribute for the plan component

For example, you can change dates in the Compensation Plan and Plan Components tabs. Use the Performance Measures tab to identify the performance measure that matches the transaction credit category.