Plan Design Copy Process: The Missing Pieces

The plan design copy feature available in OAB is life saver. It really does make the setup
migration process a piece of cake. However, there are some things that it does not copy over and at times this can be a cause of concern. These are some of the things that I have found which were not copied over by the process

- People group criteria attached to eligibility / variable rate profiles
- Some of the coverage and rate rules defined at Enrollment Period for Plan
- Some of the formulas attached at Enrollment Period for Plan
- Life events triggers
- Life event Collapse rules
- Life events not attached to the program enrollment definition
- Eligibility criteria Enrolled in Another plan information
- Eligibility criteria Covered in Another plan information
- I am assuming most of the related coverage based eligibility criteria
- Communication type setup

Setting OAB Conversion Profile

Use the following steps to set up the profile to prevent life events from triggering in OAB. This should generally be used when converting HR Data

1. Log in to US Super HRMS Manager or US HRMS Manager responsibility
2. Navigate to Other Definitions > Action Parameters form
3. Create a new parameter group name called OAB Conversion (if OAB Conversion does not exist)
4. Add Data Migrator Mode parameter (DATA_MIGRATOR_MODE) and set it to ‘P’.
5. Save the changes.
6. Log in as Application Administrator
7. Navigate to System Profile Values form.
8. From the Find window, select User Name, enter your username, and enter profile option ‘HR:Action Parameter Group Name’. Hit the Find button.
9. Under your user name, select ‘OAB Conversion’.
10. Save the changes.

This profile can be set at any level, setting it to user level will ensure that the life events are triggering for other users when they are making changes.