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How to Default Interim coverage amount for next enrollment

Accepted answer
edited Feb 9, 2021 12:08PM in Benefits 9 comments


Hi All,

Please suggest how can we achieve the below requirement.

Step 1

LE: Process Life Event  A

Plan A ---> Coverage >  $100,000 should go to Suspended status and we need to provide EOI certificate as action Item.

If Action Item denied coverage should automatically change to $100,000 

Above requirement is achieved using Interim Formula and working as expected

Step 2

LE: Process Life Event  B

If we process the life event same plan and option should get carry forwarded with same coverage amount.

Plan and Option requirement is achieved but coverage amount changed due to interim coverage is not getting carry forwarded and could see different coverage amount.

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