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Auto-Copy Beneficiaries from Basic Term Life Plan to AD&D Plans

edited Nov 10, 2026 12:35PM in Benefits 1 comment

Summary:


We have a requirement in Oracle Fusion Benefits where beneficiaries designated under the Basic Term Life Insurance plan should automatically be Basuc life (AD&D) plans during enrollment.

Has anyone implemented a solution to automatically synchronize beneficiaries between Life Insurance and AD&D plans? Is there a delivered Oracle functionality, configuration option, Fast Formula, HDL/API approach, or any recommended best practice to achieve this?

Our objective is to avoid requiring employees to maintain the same beneficiary information separately for both plans and ensure beneficiary data remains consistent across the related benefit plans.

@Pankaj Toshniwal-Oracle @Nagaraj Hunur-Oracle - Can you please assist on this Query.

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