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CAPERS
CAPERS

Version management

Difference between version and

At line 243 changed one line
This component determines the date premiums will commence. Choose the rule that is used as the Premium Start Date rule.\\
This component determines the date premiums will commence.\\Choose the rule that is used as the Premium Start Date rule.\\
At line 245 changed 3 lines
00 Use UserCalc Only Specify the name of the <User Calc> on the component. The UserCalc must be of the type `Function`, with a return value of the type `Date`. The UserCalc must use the RET operator to return a date value. This value is interpreted by the component as a User provided premium date. B0150
01* Use Effective Date Uses component B0070 as the premium date. B0070 B0150
02 Use Eligible Date Uses component B0130 as the premium date. B0130 B0150
|00|Use UserCalc Only|Specify the name of the <User Calc> on the component.\\The UserCalc must be of the type `Function`, with a return value of the type `Date`. The UserCalc must use the RET operator to return a date value.\\This value is interpreted by the component as a User provided premium date.| |B0150
|01*|Use Effective Date|Uses component B0070 as the premium date.|B0070|B0150
|02|Use Eligible Date|Uses component B0130 as the premium date.|B0130|B0150
At line 249 added 10 lines
;B0150 Expire Base Date
This component is required to establish the base date used in determining the expiration of an enrollment form.\\ Choose the rule that is used as the Expire Base Date rule.\\
||Rule||Description||Logic||Assoc.||Go to
|00|UserCalc Only|Specify the name of the <User Calc> on the component.\\The UserCalc must be of the type `Function`, with a return value of the type `Date`. The UserCalc must use the RET operator to return a date value.\\This value is interpreted by the component as the user provided base date from which the employee’s enrollment is expired.| |B0160
|01|Use End of Time|Uses 31st December, 3999 as the base date from which the employee’s enrollment is expired.| |B0160
|02*|Use Termination Date|Uses the employee’s termination date from Employment Information form (IEEI) to determine the date the employee’s enrollment is expired, or 31st December, 3999 if there is no termination date available.| |B0160
|03|Use Leave Date|Uses the employee’s leave date from Employment Information form (IEEI) to determine the date that the employee’s enrollment is expired.| |B0160
|04|Use Earlier of Term or Leave Date|Uses the earlier of the termination date or the leave date as the date from which an employee’s enrollment is expired, or 31st December, 3999 if there is no termination date available.| |B0160
|05*|Use Birth Date|Uses the employee’s birth date from the Identity Information form (IEID) plus a continuation period to determine the date an employee’s enrollment is expired.\\Sometimes used for life type plans that automatically expire at a specific age.| |B0160
|06|Use Spouse's Birth Date|Uses the spouse birth date from the Contact Form (IECT) plus a continuation period to determine the date a spouse’s enrollment is expired. Sometimes used for dependent or spousal life type plans that automatically expire at a specific age.| |B0160
At line 260 added 5 lines
;B0160 Expire Date Rule
This component specifies whether a continuation period must be added to the enrollment expiration date.\\Choose the rule that will be used as the Expire Date rule.
||Rule||Description||Logic||Assoc.||Go to
|01|Use Base Date|Uses the exact date calculated by component B0150 to expire the enrollment.|B0150|B0200
|02*|Use Base Date plus Continuation Period|Uses the date calculated by component B0150, plus any additional continuance period calculated by components B0170 and B0180 to expire the enrollment.|B0150\\B0170\\B0180| |B0170
At line 266 added 10 lines
;B0170 Termination Qualification {optional}
This component specifies the day on or after which an employee must be terminated in order to remain enrolled.\\
Must an employee be terminated on/after a certain day in the month in order for month to be included in the continuation criteria?\\
Yes Choose the rule to be used\\
No Go to B0180\\
||Rule||Description||Logic||Assoc.||Go to
|00|Use Day from Calc Only|Specify the name of the <User Calc> on the component.\\The UserCalc must be of the type `Function`, with a return value of the type `Numeric`. Use the RET operator to return a numeric value.\\This value is interpreted as a user provided day of the month after which an employee must be terminated by, in order to remain enrolled during the last month of employment.|B0160|B0180
|01|Use Day from Element|Specify the name of the <Element> on the component.\\The value of the element is used as the user provided day of the month after which an employee must be terminated in order to remain enrolled during the last month of employment.|B0160|B0180
|02*|Terminated after Specified Day|Specify the <BC Value> on the coverage component.\\The value of the component is used as the user provided day of the month after which an employee must be terminated in order to remain enrolled during the last month of employment.\\Must be entered as DD (15 for the 15th of the month.)|B0160|B0180
|03|Terminated on Last Day in Month|Specifies an employee must not terminate until the last day of the month in order to remain enrolled during the last month of employment.|B0160|B0180
At line 252 changed 10 lines
B0150 Expire Base Date
This component is required to establish the base date used in determining the expiration of an enrollment form. Choose the rule that is used as the Expire Base Date rule.
Rule Description Logic Assoc. Go to
00 UserCalc Only Specify the name of the <User Calc> on the component. The UserCalc must be of the type `Function`, with a return value of the type `Date`. The UserCalc must use the RET operator to return a date value. This value is interpreted by the component as the user provided base date from which the employee’s enrollment is expired. B0160
01 Use End of Time Uses 31st December, 3999 as the base date from which the employee’s enrollment is expired. B0160
02* Use Termination Date Uses the employee’s termination date from Employment Information form (IEEI) to determine the date the employee’s enrollment is expired, or 31st December, 3999 if there is no termination date available. B0160
03 Use Leave Date Uses the employee’s leave date from Employment Information form (IEEI) to determine the date that the employee’s enrollment is expired. B0160
04 Use Earlier of Term or Leave Date Uses the earlier of the termination date or the leave date as the date from which an employee’s enrollment is expired, or 31st December, 3999 if there is no termination date available. B0160
05* Use Birth Date Uses the employee’s birth date from the Identity Information form (IEID) plus a continuation period to determine the date an employee’s enrollment is expired. Sometimes used for life type plans that automatically expire at a specific age. B0160
06 Use Spouse's Birth Date Uses the spouse birth date from the Contact Form (IECT) plus a continuation period to determine the date a spouse’s enrollment is expired. Sometimes used for dependent or spousal life type plans that automatically expire at a specific age. B0160
;B0180 Continuation Period {optional}
This component specifies the continuation period for benefit enrollment.\\
Is there a continuation period for benefit enrollment?\\
Yes Choose the rule to be used\\
No Go to B0190\\
||Rule||Description||Logic||Assoc.||Go to
|01|Number of Days|Specify the <BC Value> on the coverage component.\\Adds the number of days to the expiration base date.|B0160\\B0170|B0190
|02|Number of Weeks|Specify the <BC Value> on the coverage component.\\Adds the number of weeks to the expiration base date.|B0160\\B0170|B0190
|03*|Number of Months|Specify the <BC Value> on the coverage component.\\Adds the number of months to the expiration base date.|B0160\\B0170|B0190
|04|Number of Pay Periods|Specify the <BC Value> on the coverage component.\\Adds the number of pay periods to the expiration base date.|B0160\\B0170|B0190
|05*|Number of Years|Specify the <BC Value> on the coverage component.\\Adds the number of years to the expiration base date.|B0160\\B0170|B0190
At line 263 changed 47 lines
B0160 Expire Date Rule
This component specifies whether a continuation period must be added to the enrollment expiration date. Choose the rule that will be used as the Expire Date rule.
Rule Description Logic Assoc. Go to
01 Use Base Date Uses the exact date calculated by component B0150 to expire the enrollment. B0150 B0200
02* Use Base Date plus Continuation Period Uses the date calculated by component B0150, plus any additional continuance period calculated by components B0170 and B0180 to expire the enrollment. B0150 B0170 B0180 B0170
B0170 Termination Qualification {optional}
This component specifies the day on or after which an employee must be terminated in order to remain enrolled.
Must an employee be terminated on/after a certain day in the month in order for month to be included in the continuation criteria?
Yes Choose the rule to be used
No Go to B0180
Rule Description Logic Assoc. Go to
00 Use Day from Calc Only Specify the name of the <User Calc> on the component. The UserCalc must be of the type `Function`, with a return value of the type `Numeric`. Use the RET operator to return a numeric value. This value is interpreted as a user provided day of the month after which an employee must be terminated by, in order to remain enrolled during the last month of employment. B0160 B0180
01 Use Day from Element Specify the name of the <Element> on the component. The value of the element is used as the user provided day of the month after which an employee must be terminated in order to remain enrolled during the last month of employment. B0160 B0180
02* Terminated after Specified Day Specify the <BC Value> on the coverage component. The value of the component is used as the user provided day of the month after which an employee must be terminated in order to remain enrolled during the last month of employment. Must be entered as DD (15 for the 15th of the month.) B0160 B0180
03 Terminated on Last Day in Month Specifies an employee must not terminate until the last day of the month in order to remain enrolled during the last month of employment. B0160 B0180
B0180 Continuation Period {optional}
This component specifies the continuation period for benefit enrollment.
Is there a continuation period for benefit enrollment?
Yes Choose the rule to be used
No Go to B0190
Rule Description Logic Assoc. Go to
01 Number of Days Specify the <BC Value> on the coverage component. Adds the number of days to the expiration base date. B0160 B0170 B0190
02 Number of Weeks Specify the <BC Value> on the coverage component. Adds the number of weeks to the expiration base date. B0160 B0170 B0190
03* Number of Months Specify the <BC Value> on the coverage component. Adds the number of months to the expiration base date. B0160 B0170 B0190
Rule Description Logic Assoc. Go to
04 Number of Pay Periods Specify the <BC Value> on the coverage component. Adds the number of pay periods to the expiration base date. B0160 B0170 B0190
05* Number of Years Specify the <BC Value> on the coverage component. Adds the number of years to the expiration base date. B0160 B0170 B0190
B0190 Roll Forward/Back Rule {optional}
This component specifies that enrollment expires on a specific day of the month, such as the last.
Is it necessary to roll the expiry date forward or backward to a specific day of the month?
Yes Choose the rule to be used
;B0190 Roll Forward/Back Rule {optional}
This component specifies that enrollment expires on a specific day of the month, such as the last.\\
Is it necessary to roll the expiry date forward or backward to a specific day of the month?\\
Yes Choose the rule to be used\\
At line 311 changed 7 lines
Rule Description Logic Assoc. Go to
01 Roll Forward to Day in Curr Month Specify the <BC Value> on the coverage component. Must be entered as DD (31 for the end of the month.) Rolls the expiration date forward to this day in the current or following month whichever is past the original expiration date month. Used when benefits may only expire on a specified day of the month. B0200
02* Roll Back to Day in Prev Month Specify the <BC Value> on the coverage component. Must be entered as DD (31 for the end of the month.) Rolls the expiration date back to this day in the previous month. Used when benefit may only expire on a specified day of the month. B0200
03 Roll Forward to Last Day in Curr Quarter Rolls the expiration date forward to the last day in the current quarter. Used when benefits may only expire at the end of a quarter. B0200
04 Roll Back to Last Day in Prev Quarter Rolls the expiration date back to the last day in the previous quarter. Used when benefits may only expire at the end of a quarter and the employee has to be employed for the whole quarter in order to be enrolled for that quarter. B0200
||Rule||Description||Logic||Assoc.||Go to
|01|Roll Forward to Day in Curr Month|Specify the <BC Value> on the coverage component.\\Must be entered as DD (31 for the end of the month.)\\Rolls the expiration date forward to this day in the current or following month whichever is past the original expiration date month.\\Used when benefits may only expire on a specified day of the month.| |B0200
|02*|Roll Back to Day in Prev Month|Specify the <BC Value> on the coverage component.\\Must be entered as DD (31 for the end of the month.)\\Rolls the expiration date back to this day in the previous month.\\Used when benefit may only expire on a specified day of the month.| |B0200
|03|Roll Forward to Last Day in Curr Quarter|Rolls the expiration date forward to the last day in the current quarter.\\Used when benefits may only expire at the end of a quarter.| |B0200
|04|Roll Back to Last Day in Prev Quarter|Rolls the expiration date back to the last day in the previous quarter.\\Used when benefits may only expire at the end of a quarter and the employee has to be employed for the whole quarter in order to be enrolled for that quarter.| |B0200
At line 319 changed 7 lines
B0200 Expire Date
This component stores the final expiration date result.
Choose the rule that is used as the Expire Date rule.
Rule Description Logic Assoc. Go to
01* Calculate Expire Date Stores the calculated expiration date of the enrollment. B0210
;B0200 Expire Date
This component stores the final expiration date result.\\
Choose the rule that is used as the Expire Date rule.\\
||Rule||Description||Logic||Assoc.||Go to
|01*|Calculate Expire Date |Stores the calculated expiration date of the enrollment.| |B0210
At line 306 added 11 lines
;B0210 Eligibility End Base Date
This component is required to establish the base date used in determining the eligibility end date of an enrollment form.\\
Choose the rule that is used as the Eligibility End Base Date rule.\\
||Rule||Description||Logic||Assoc.||Go to
|00|UserCalc Only|Specify the name of the <User Calc> on the component.\\The UserCalc must be of the type `Function`, with a return value of the type `Date`. The UserCalc must use the RET operator to return a date value.\\This value is interpreted by the component as a user provided base date from which the employee’s eligibility is expired.| |B0220
|01|Use End of Time|Uses 31st December, 3999 as base date from which employee’s eligibility is expired.| |B0220
|02*|Use Termination Date|Uses employee’s termination date from Employment Information form (IEEI) to determine date employee’s eligibility is expired, or 31st December, 3999 if date is unavailable.| |B0220
|03|Use Leave Date|Uses employee’s leave date from Employment Information form (IEEI) to determine date employee’s eligibility is expired, or 31st December, 3999 if date is unavailable.| |B0220
|04|Use Earlier of Term or Leave Date|Uses earlier of termination date or leave date as date from which an employee’s eligibility is expired, or 31st December, 3999 if date is unavailable.| |B0220
|05*|Use Birth Date|Uses employee’s birth date from Identity Information form (IEID) plus a continuation period to determine date employee’s eligibility is expired. Sometimes used for life type plans that automatically expire at a specific age.| |B0220
|06|Use Spouse's Birth Date|Uses spouse’s birth date from Contact Form (IECT) plus a continuation period to determine date spouse’s eligibility is expired. Sometimes used for dependent or spousal life type plans that automatically expire at a specific age.| |B0220
At line 318 added 5 lines
;B0220 Eligibility End Date Rule
This component specifies whether a continuation period must be added to the enrollment eligibility end date.\\ Choose the rule that is used as the Eligibility End Date rule.\\
||Rule||Description||Logic||Assoc.||Go to
|01|Use Base Date|Uses the exact date calculated by component B0210 to expire the benefit eligibility.|B0210|B0260
|02*|Use Base Date plus Continuation Period|Uses the date calculated by component B0210, plus any additional continuance period calculated by components B0230 and B0240 to expire the benefit eligibility.|B0210\\B0230\\B0240|B0230
At line 329 changed 26 lines
B0210 Eligibility End Base Date
This component is required to establish the base date used in determining the eligibility end date of an enrollment form.
Choose the rule that is used as the Eligibility End Base Date rule.
Rule Description Logic Assoc. Go to
00 UserCalc Only Specify the name of the <User Calc> on the component. The UserCalc must be of the type `Function`, with a return value of the type `Date`. The UserCalc must use the RET operator to return a date value. This value is interpreted by the component as a user provided base date from which the employee’s eligibility is expired. B0220
01 Use End of Time Uses 31st December, 3999 as base date from which employee’s eligibility is expired. B0220
02* Use Termination Date Uses employee’s termination date from Employment Information form (IEEI) to determine date employee’s eligibility is expired, or 31st December, 3999 if date is unavailable. B0220
03 Use Leave Date Uses employee’s leave date from Employment Information form (IEEI) to determine date employee’s eligibility is expired, or 31st December, 3999 if date is unavailable. B0220
04 Use Earlier of Term or Leave Date Uses earlier of termination date or leave date as date from which an employee’s eligibility is expired, or 31st December, 3999 if date is unavailable. B0220
05* Use Birth Date Uses employee’s birth date from Identity Information form (IEID) plus a continuation period to determine date employee’s eligibility is expired. Sometimes used for life type plans that automatically expire at a specific age. B0220
06 Use Spouse's Birth Date Uses spouse’s birth date from Contact Form (IECT) plus a continuation period to determine date spouse’s eligibility is expired. Sometimes used for dependent or spousal life type plans that automatically expire at a specific age. B0220
B0220 Eligibility End Date Rule
This component specifies whether a continuation period must be added to the enrollment eligibility end date. Choose the rule that is used as the Eligibility End Date rule.
Rule Description Logic Assoc. Go to
01 Use Base Date Uses the exact date calculated by component B0210 to expire the benefit eligibility. B0210 B0260
02* Use Base Date plus Continuation Period Uses the date calculated by component B0210, plus any additional continuance period calculated by components B0230 and B0240 to expire the benefit eligibility. B0210 B0230 B0240 B0230
B0230 Termination Qualification {optional}
This component specifies whether an employee must be terminated on/after a certain day in the month in order for that month to be included in the continuation criteria.
Must an employee be terminated on/after a certain day in the month in order for month to be included in the continuation criteria?
Yes Choose the rule to be used
;B0230 Termination Qualification {optional}
This component specifies whether an employee must be terminated on/after a certain day in the month in order for that month to be included in the continuation criteria.\\
Must an employee be terminated on/after a certain day in the month in order for month to be included in the continuation criteria?\\
Yes Choose the rule to be used \\
At line 357 changed 5 lines
Rule Description Logic Assoc. Go to
00 Use Day from Calc Only Specify the name of the <User Calc> on the component. The UserCalc must be of the type `Function`, with a return value of the type `Numeric`. Use the RET operator to return a numeric value. This value is interpreted as a user provided day of the month after which an employee must be terminated in order to be eligible for benefits during the last month of employment. B0220 B0240
01 Use Day from Element Specify the name of the <Element> on the component. The value of the element is used as the user provided day of the month after which an employee must be terminated in order to be eligible for benefits during the last month of employment. B0220 B0240
02* Terminated after Specified Day Specify the <BC Value> on the coverage component. The value of the component is used as the user provided day of the month after which an employee must be terminated in order to remain eligible for benefits during the last month of employment. Must be entered as DD (15 for the 15th of the month.) B0220 B0240
03* Terminated on Last Day in Month Specifies an employee must not terminate until the last day of the month in order to remain eligible for benefits during the last month of employment. B0220 B0240
||Rule||Description||Logic||Assoc.||Go to
|00|Use Day from Calc Only|Specify the name of the <User Calc> on the component.\\The UserCalc must be of the type `Function`, with a return value of the type `Numeric`. Use the RET operator to return a numeric value.\\This value is interpreted as a user provided day of the month after which an employee must be terminated in order to be eligible for benefits during the last month of employment.|B0220|B0240
|01|Use Day from Element|Specify the name of the <Element> on the component.\\The value of the element is used as the user provided day of the month after which an employee must be terminated in order to be eligible for benefits during the last month of employment.|B0220|B0240
|02*|Terminated after Specified Day|Specify the <BC Value> on the coverage component.\\The value of the component is used as the user provided day of the month after which an employee must be terminated in order to remain eligible for benefits during the last month of employment.\\Must be entered as DD (15 for the 15th of the month.)|B0220|B0240
|03*|Terminated on Last Day in Month|Specifies an employee must not terminate until the last day of the month in order to remain eligible for benefits during the last month of employment.|B0220|B0240
This page (revision-36) was last changed on 26-Nov-2021 10:22 by JMyersTop