Enable the new Self-Assigned Potential Life Events Audit

Hello, and welcome to this 25B demonstration of Oracle Cloud Benefits self-assigned potential life events audit report.

In this session, we’ll review the new feature, the business need it addresses, how it works in the system, and the key benefits it provides to administrators.

This new feature uses the standard audit reporting functionality to help administrators monitor self-reported life event activity. You can also remove prior approved life events that have been voided using the purge voided backed out process. Businesses require greater transparency and control over self-reported benefit changes to ensure data accuracy, support compliance efforts, and reduce administrative risk. By enabling this new feature businesses have clear visibility into self-reported life events, reducing manual review efforts and minimizing benefit discrepancies.

In this demonstration I will show you how to enable the objects for the audit report, how to run and review the data output and finally how you can purge any voided self-reported life events.

Let’s start out with how to enable the business objects for the report. I have logged in as a benefits administrator who has the manage audit policies privilege and the audit reports privilege. I will navigate to Settings and Actions, click on Setup and Maintenance in the task list I will select Search and I will search for Manage Audit Policies.

I will be working in the Oracle Fusion Applications region. Your audit level should be auditing. I will click on the configure business object attributes button.

Under product I will select benefits. Listed here are all of the business objects that you can audit. Let’s click on the new self-assigned potential life events. On the right hand side I can see all of the different attributes here, clicking on create, I can personalize these by enabling or disabling. I am not going to make any changes so I will click cancel. Once I am finished I will click save and close. And then I will click save and close.

Now let’s look at how we run this report.

From the home page I will go to the navigator and scrolling down to tools, and then select audit reports. I will select my date, I can chose from equals, before, after, or between. Let’s use before. And enter a date of 4/17/25.

I can search by user this can be the employee or the benefits administrator. I will select the product of benefits.

And in the event type I can select to view by object data insert which are new self-reported life events. Or object data update which are updated life events or object data delete which are deleted self-reported life events. I want to see all so I will click on All. In the business object type I will select self-assigned potential life events. And then I will select search. Under actions I can export to excel or a CSV file. I can detach to get a better view of the data. I can show user related details. All attribute details. And object identifier columns.

The report opens with just the basic information. I can see a row for each update, insert or delete.

I want to see all of the different attributes for each event submitted so I will click on show attribute details. And select all attributes.

Now I can see all of the different attributes for each event submitted. The first three rows here are update by Molly our administrator, Tony submitted the life event, I can see it submitted here and it was approved by Molly. As I scroll down, I can see events that have been submitted and then rejected, with the rejection reason and information.

If I continue to scroll down, I will see life events that have been requested more information and the employee has resubmitted.

And if I continue to scroll down, I can see auto approved events. We have seen how this audit report will help you monitor inserts, updates and deletions made to your self-reported life events. Now let’s look at how you can purge a voided a life event that was self-assigned by an employee.

Here I am logged in as the employee and I am on the report a life events page and we can see that the employee submitted a life event and that it was approved.

But let’s say that the employee decided they would prefer to have their benefits for their spouse at the spouse’s employer so we need to void or delete this. So let’s navigate back to the benefits administer page. Here on the benefits summary page for our employee I can see that the life event has been processed but we want to back it out to voided status.

I can see that the life event has been backed out. The potential status shows voided.

But if I scroll down to the self-reported life events to show approved or rejected life events I still see that it’s still listed here as approved.

We want to remove all of this so I will scroll back up to my evaluate life events area.

And click on purge voided and backed out events.

And you can do this from the benefits summary page or from the reporting area. I now see that life event has been removed from the evaluate life events.

It’s also been removed from the potential life events. And it’s also been removed from the self-reported life events. Now let’s go back over to the employee’s screen. Logging back in as the employee, I can see that it has been removed from this area also.

This concludes this demonstrations. Thank you for watching.

You can refer to the 25B What’s New documentation for more information on this feature.