Create a Participant Eligibility Profile

This example demonstrates how to create a participant eligibility profile used to determine eligibility for variable life insurance rates. Use the Plan Configuration work area to complete these tasks.

The following table summarizes key decisions for this scenario.

Decisions to Consider	In this Example
What is the profile type?	Participant
What type of object is associated with this profile?	Variable rate for benefits offering
What types of eligibility criteria are defined in this profile?	Age derived factor (must have been previously defined) Uses Tobacco criteria
Should persons meeting these criteria be included or excluded from eligibility?	Included

The following figure shows the tasks to complete in this example:

In this example, you create one eligibility profile that defines the requirements for a single variable rate.

• Typically, you create a set of eligibility profiles, one for each variable rate.

• Create a separate profile for each additional rate by repeating the steps in this example, varying the age and tobacco use criteria.

Prerequisites

1. Create an age derived factor for ages less than 30.

Creating the Eligibility Profile

Use default values for fields unless the steps specify other values.

1. In the Tasks panel drawer, click Manage Eligibility Profiles to open the Manage Eligibility Profiles page.

2. On the Create menu, select Create Participant Profile.

3. In the Eligibility Profile Definition section, complete the fields as shown in this table.

   Field	Value
   Name	Age Under 30+ Non-Smoking
   Profile Usage	Benefits
   Status	Active
   Assignment to Use	Any assignment - benefit relationship

Adding the Derived Factor for Age

Use default values for fields unless the steps specify other values.

1. In the Eligibility Criteria section, select the Derived Factors tab.

2. On the Age tab, click Create.

3. Complete the fields as shown in this table.

   Field	Value
   Sequence	1
   Age	Select the derived factor that you previously defined for ages under 30
   Exclude	Make sure that it's not selected

Adding the Criteria for Tobacco Use

Use default values for fields unless the steps specify other values.

1. Select the Personal tab.

2. On the Uses Tobacco tab, click Create.

3. Complete the fields as shown in this table.

   Field	Value
   Sequence	1
   Tobacco Use	None
   Exclude	Make sure that it's not selected

4. Click Save and Close.

Associating the Eligibility Profile with a Variable Rate Profile

Use default values for fields unless the steps specify other values.

1. In the Tasks panel drawer, click Manage Benefits Rates to open the Manage Benefits Rates page.

2. Select the Variable Rates tab.

3. Click Create.

4. In the Eligibility Profile field, select the eligibility profile you just created.

5. Complete other fields as appropriate for the rate.

6. Click Save and Close.