Migration - How can I load the automatic plans with original enrollment date during conversion? — Cloud Customer Connect
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Migration - How can I load the automatic plans with original enrollment date during conversion?

Summary:


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We have few automatic plans like Life insurance, LTD,STD etc. when i evaluate the conversion Life event with "Enroll in Default Benefits" as No, they still get enrolled as of conversion date.

So when we load through HDL, we get an error of duplicate records. But we need to store the Original Enrollment date as per client requirements.

So whats the solution?

The only option I find is to make it explicit, "Current -Keep and choose, new - can choose" for these automatic plans and then evaluate the life events, then I load the records, then close the Life event. Change it back to automatic, current - assign automaticlally.

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