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JUNE 2015
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Table of Contents
Disclaimer
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.
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
Add the newly created Person Change to the Add Spouse Life Event
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
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.
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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White Paper Title
January 2015
Author: Todd Wall