Tuesday, April 21, 2009

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
 
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