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OIC Report Creation Date of plan component assignment to participant

edited Sep 5, 2025 2:21PM in Incentive Compensation 1 comment

Summary:

Hi,
The business requires a standard report related to OIC Plan Components. The requirement is as follows:

The report should capture any new creation of a plan component as well as any updates to existing plan components, and it should be scheduled from OIC.

Reporting columns should include:

Plan component name

Participant name

PLF code

Product type

Product type code

Date of plan component assignment to participant

We created a data model SQL, but we are still unable to retrieve the Date of plan component assignment to participant. Can anyone help us with this field?

In our setup, we typically assign plan components to a compensation plan, and then the compensation plan is already assigned to the participant. So what we need is to capture the date when a plan component is assigned to a compensation plan.

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