Configuring Age Banded Plan Setup

Overview

Age Banded Plans allow benefit plan rates to be calculated based on age ranges and band classifications such as gender and tobacco status. This feature introduces new lookup values, data forms, business rules, field display logic, and navigation enhancements that support age-banded benefit plan configuration and maintenance.

Use this article to verify the Age Banded Plans configuration components and ensure all required components have been implemented successfully.

Verify Lookup Configuration

Verify the Benefits Band Type Lookup Group

The Benefit Band Type Lookup Group is the container for the additional age band classifications related to gender and tobacco use.

To verify the Benefits Band Type Lookup Group:

  1. Navigate to System Admin > Lookups > Manage Groups.

  2. Search for Benefits Band Type and click Open .

    The Lookup Group Details page opens.

  3. Verify the following lookup group settings:

    Setting Value
    Lookup Group Benefits Band Type

    System

    Selected
    Active Selected

Verify Benefits Band Type Lookup Values

The Benefit Band Type lookup values are the gender and tobacco use values associated with the Benefits Band Type lookup group.

To verify the Benefits Band Type Lookup Values:

  1. With the Lookup Details page for the Benefits Band Type lookup group still displayed, click the Lookup Values link in the Action Center.

  2. Verify the following lookup values:

    Code Decode Active
    F Female Selected
    M Male Selected
    T Tobacco Selected
    NT Non-Tobacco Selected

Verify the "Banded" Value Was Added to Benefits Plan Tier Calc Method Lookup Group

To support age banded plans, a Banded value was added to the Benefits Plan Tier Calc Method lookup group. The Benefits Plan Tier Calc Method lookup values populate the Rate Source lookup list on the Rate Group Detail dataform.

To verify the "Banded" value in Benefits Plan Tier Calc Method lookup group:

  1. Return to Lookup Groups on the work items list (i.e., left pane).

  2. Search for Benefits Plan Tier Calc Method and click Open .

    The Lookup Group Details page opens.

  3. Verify the "Banded" lookup value:

    Code Decode Active
    Banded Banded Selected

Verify Business Rule Configuration

To verify business rule configuration:

Navigate to System Admin > Advanced > Manage Business Rules and verify that the following business rules exist for the Banded dataform and are Active.

Set Band Name

This business rule sets the auto-generated band name in the Band Name field of the Banded dataform used to set up age bands.

Method Execution Pipeline Execution Order Save Action Workplace Templates Method Parameters Active
SetBandName All Pipelines 10 Both All Templates None Selected

Check Duplicate Band Name

Band Names must be unique within each plan. This business rule checks that the auto-generated band name is unique and then displays a hard error if it is not.

Method

Execution Pipeline

Execution Order

Save Action

Workplace Templates

Method Parameters

Active
HE_BandNameUnique All Pipelines 10 Both All Templates None Selected

Set Import ID

This business rule sets the Import ID on the Banded dataform.

Method Execution Pipeline Execution Order Save Action Workplace Templates Method Parameters Active
Set Import ID All Pipelines 100 Both All Templates None Selected

Other Business Rules Logic to Support Age Banded Plans

The Benefits Plan Renew Benefit Plan rule also contains logic to support banded plans. All active banded plans are renewed.

Verify Custom Links

To verify custom links:

  1. Navigate to System Admin > Advanced > Custom Links.

    The Configure Links dashboard displays.

  2. Use More search to filter links by Location and then click Open next to each link verify the following settings for the custom links below.

Benefits Plan "Bands" Link

This Bands link opens the Banded dataform from a Benefits Plan record.

  • Location: Benefits Plan
  • Display Value: Bands
  • Group: Link 1
  • Sort Order: 0
  • Display Action: Workspace Dataform
  • Target Dataform: Banded
  • Pinned Open: Selected

Condition:

  • Source = Form Data
  • Field = Rate Group Type (luRateGroupType)
  • Operator = Equals
  • Value = Banded
  • Label = C1

Rate Group "Bands" Link

This Bands link opens the Banded dataform from a Rate Group record.

  • Location: Rate Group Detail
  • Display Value: Bands
  • Group: Link 1
  • Sort Order: 0
  • Display Action: Workspace Dataform
  • Target Dataform: Bands
  • Pinned Open: Selected

Condition:

  • Source = Form Data
  • Field = Rate Source
  • Operator = Equals
  • Value = Banded
  • Label = C1

Verify Field Display Rules

To verify field display rules:

  1. Navigate to System Admin > Advanced > Manage Field Display.

    The Field Display Rule Search dashboard displays.

  2. Use More search to filter for Location and then click Open next to the rule to verify the following field display rule settings for the rule below.

Rate Group Detail Rule

This field display rule disables monthly premium fields on the Rate Group Detail dataform when the Rate Source field is set to "Banded".

Filter rules by Location = Rate Group Detail and verify the following rule exists:

  • Field Source: Form Data
  • Type: State
  • When This Field: Rate Source
  • Equals: Banded
  • This Item: Monthly Premium (fsMonthlyPremium)
  • Action: Disable

Verify the Banded Dataform

To verify the Banded dataform:

  1. Navigate to System Admin > Advanced > Dataform Admin.
  2. Use More search to locate Dataform Name = Banded and then click click Open next to the dataform to verify that the Banded dataform settings.

General Settings

  • Table Name: gen_BenefitBand
  • Dataform Type: Standard Dataform
  • Dataform Group: Benefits
  • Default Field: Band Name
  • Description: Benefit Bands
  • Can Have Multiple: Selected
  • Search On Load: Selected
  • Show On Landing Page: Selected
  • BI Name: BENEFITS - Banded (gen_BenefitBand)
  • Include in API: Selected
  • Enable Active Checkbox: Selected
  • System: Selected
  • Active: Selected

Dataform Fields

  • Plan Tier
  • Benefits Plan
  • Band Name
  • Band Type
  • From Age
  • To Age
  • Premiums (field set name)
    • EO Rate
    • ES Rate
    • EC Rate
    • EF Rate
    • EK Rate

About Renewal Processing

The renewal process copies all active bands when a benefit plan is renewed. The Benefits Plan Renew Benefit Plan rule contains logic to support this.

  • Active bands are copied to the renewed plan.
  • Band relationships remain intact.
  • Associated plan tier relationships are preserved.

Additional Notes

  • Band names are automatically generated using the selected band type and age range. See Using Age Banded Plans.
  • Each band name must be unique within its associated benefit plan. The Check Duplicate Band Name business rule referenced in this article ensures this.
  • Active bands are copied automatically during the Benefit Plan renewal process.
  • The Banded data form can be accessed from both the Benefit Plan and Rate Group workspaces if the Custom Link settings referenced in this article are properly configured.

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