Creating a New Life Event using Collapsing

Rules
OR AC LE WHI TE P AP E R

JUNE 2015

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COLLAPSING LIFE EVENTS

Table of Contents
Disclaimer

Collapsing Life Events

Collapsing Life Events Example

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

2 | COLLAPSING LIFE EVENTS

Change the Session Date to 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

3 | COLLAPSING LIFE EVENTS

Create the Add Spouse Life Event

Click Create

Click Create Person Change

4 | 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

5 | 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 Contact
Type
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

6 | 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 Selected area you wish to collapse into the Add Dependent.
Resulting Event Name: Add Dependent

7 | 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.

8 | 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.

9 | COLLAPSING LIFE EVENTS

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White Paper Title
January 2015
Author: Todd Wall