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Historical Participant Enrollment Data Load

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edited Mar 29, 2023 1:45PM in Benefits 7 comments

Summary:

Business requirement is to load the history and current plans/option employee has from legacy to Cloud. Is there a way to simplify the data load for this type of requirement?

Content (required):

Sample data to be migrated:

Based on the above data, we will have to create 5 potential life events for each start date the enrollment happened, and load the plan/option using Participant Enrollment HDL, carrying over the active plan/option every Life Event.

1st Potential Life Event HDL - 1/1/2022

1st Participant Enrollment HDL - 2 MERGE rows for 2 Plans: Medical Plan Employee Only and Pension Plan Option A.

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