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Creating a New Life Event using Collapsing
RulesO R A C L E W H I T E P A P E R | J U N E 2 0 1 5
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COLLAPSING LIFE EVENTS
Disclaimer
The following is intended to outline our general product direction. It is intended for information
purposes only, and may not be incorporated into any contract. It is not a commitment to deliver any
material, code, or functionality, and should not be relied upon in making purchasing decisions. The
development, release, and timing of any features or functionality described for Oracles products
remains at the sole discretion of Oracle.
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COLLAPSING LIFE EVENTS
Table of Contents
Disclaimer 1
Collapsing Life Events 2
Collapsing Life Events Example 8
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2 | COLLAPSING LIFE EVENTS
Collapsing Life Events
When configuring a typical Benefits program there is usually a need to collapse several life events
into a single life event. In this paper we show one method to use without the need for a formula.
This same design can be leveraged for various rules that require the collapsing of life events into a
single event.
This is an example of How to create an Add Dependent Life Event that has multiple Person Changes
by using a Collapsing Rule.
Collapsing Rule Setup
Navigator: Benefits > Plan Configuration > Manage Benefits Life Events
Click on Create
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3 | COLLAPSING LIFE EVENTS
Change the Session Dateto the date you have selected for the start of your setups. For Example: 01/01/2001.
All of the choices selected below may defer based on client requests. This is meant to just be a typical setup and
variations maybe needed per the requirements.
Name:Add Dependent (Or any name requested by the client)
Type:Personal
Occurred Date Determination: Event occurred date
Timeliness Evaluation: Process potential life event manually
Timeliness Days:90
Save and Close
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4 | COLLAPSING LIFE EVENTS
Create the Add Spouse Life Event
Click Create
Click Create Person Change
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5 | COLLAPSING LIFE EVENTS
Add any person changes that should trigger the Life Event. For Add Dependent Life Event this could be Child,
Adopted Child, Spouse and Domestic Partner.
Name:Add Spouse
Table Name: PER_CONTACT_RELSHIPS_F
Column Name: CONTACT_TYPE
Old Value: No Value (May want to consider Any Value if you have contacts changing from one contact
type to another. For example, Emergency Contact to Spouse.)
New Value: Spouse
Save and Close
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6 | COLLAPSING LIFE EVENTS
Add the newly created Person Change to the Add Spouse Life Event
Save and Close.
Now continue to create the Life Events and add the Person Changes
Create Add Domestic Partner Life Event
The Life Event is setup the same as the Add Spouse Life Event except the Person Changes are reflective of the
Contact Type.
Name:Add Domestic Partner
Table Name: PER_CONTACT_RELSHIPS_F
Column Name: CONTACT_TYPE
Old Value: No Value
New Value: Domestic Partner
Save and Close.
Below are additional examples of Person Changes that you would associate with a new life event for each ContactType
Name:Add Child
Table Name: PER_CONTACT_RELSHIPS_F
Column Name: CONTACT_TYPE
Old Value: No Value
New Value: Child
Save and Create Another
Name:Add Adopted Child
Table Name: PER_CONTACT_RELSHIPS_F
Column Name: CONTACT_TYPE
Old Value: No Value
New Value:Adopted Child
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7 | COLLAPSING LIFE EVENTS
Once all of the Life Events and Person Changes associated with the Life Events are created you are now ready to
create the Collapsing Rules.
Navigator: Benefits > Plan Configuration > Manage Benefits Life Events
Click on the Collapsing Rules Tab
Click on Create
Create the Collapsing Rule
Name: Add Dependent
Add the Life Events in the Selectedarea you wish to collapse into the Add Dependent.
Resulting Event Name: Add Dependent
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8 | COLLAPSING LIFE EVENTS
Collapsing Life Events Example
On the Manage Person Screen add the contacts to trigger the Add Child and Add Spouse Life Events.
Navigator: Benefits > Enrollment > Benefits Enrollment > Person Life Events
Now you will see the two life events triggered. Add Spouse and Add Child were triggered. To collapse the life
events into the Add Dependent life event you press the Collapse Life Events button.
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9 | COLLAPSING LIFE EVENTS
On the Person Life Events window you will see the life event Add Dependent Triggered. The Add Spouse and Add
Child life events are voided. This allows for only one Life Event to be needed throughout the rest of the Plan
Design.
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Copyright 2015, Oracle and/or its affiliates. All rights reserved. This document is provided for information purposes only, and thecontents hereof are subject to change without notice. This document is not warranted to be error-free, nor subject to any otherwarranties or conditions, whether expressed orally or implied in law, including implied warranties and conditions of merchantability orfitness for a particular purpose. We specifically disclaim any liability with respect to this document, and no contractual obligations areformed either directly or indirectly by this document. This document may not be reproduced or transmitted in any form or by anymeans, electronic or mechanical, for any purpose, without our prior written permission.
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White Paper TitleJanuary 2015Author: Todd Wall
C O N N E C T W I T H U S
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