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Certification Action items for beneficiary designation changes — Cloud Customer Connect
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Certification Action items for beneficiary designation changes

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edited Oct 20, 2020 3:34PM in Benefits 4 comments

Summary

We need to trigger participant o beneficiary certifications when new beneficiary designation are made.

Content

Hello,

My customer wants to trigger new enrollment certification for Life plan when a new beneficiary is enrolled. I was using the standard configuration but is not possible to achieve it, because the determination rule does not include beneficiary changes. On this way, I´m trying to use a formula to trigger a certification action item if the designation date is equal to life event date (we are using unrestricted events). The issue is that the formula is invoked only when a life event is created, instead of to be invoked when elections are made and submitted. We need to ensure the

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