This post shares Fusion HCM Analytics sample content as part of Oracle Fusion Data Intelligence (FDI), a family of prebuilt, cloud-native analytics applications for Oracle Fusion Cloud Applications. These sample artifacts are intended to demonstrate potential use cases, accelerate implementation efforts, and provide examples of how customers can extend and customize FDI content to meet their business needs. To explore additional reusable sample content, visit the FDI Content Library.
Content Description: An AI-enabled Benefits Pulse Analytics Workbook that helps Benefits Administrators and Benefits Managers analyze benefits participation, active enrollments, coverage patterns, declined coverage elections, and life event activity across plans, programs, workforce groups, departments, and business units. The workbook provides actionable insights to identify engagement gaps, monitor enrollment trends, and support smarter benefits decisions.
Application: Fusion HCM Analytics
Fusion Module: Oracle Benefits
Target Persona: Benefits Administrators & Benefits Managers
Subject Areas: HCM - Benefits, HCM - Workforce Core
Business Use Case/Questions: This Workbook along with the AI Agent can answer business questions like below-
- Which benefit plans have increasing participation over time?
- How did benefits enrollment participation trend over the last 5 years?
- Which benefit plans had the highest active enrollment participation in the current quarter?
- Which business units had the highest active enrollment participation last year?
- How did employee versus non-worker active enrollment participation compare over the last 5 years?
- Which business units show an increase in enrollment participation but a decrease in average coverage amount over the last 12 months?
- Which plans or options show the highest difference between total enrollments created and active enrollments as of month-end?
- Which legal employers have the highest enrollment participation but the lowest average coverage amount?
- Which departments had the highest number of new enrollments in the last year?
- Which departments see the highest number of interim enrollments?
- Which benefit programs have the highest participation among employees but low participation among non-workers?
- Which plans have the highest participation among non-workers?
- Which plans have the highest enrollment participation across older age bands or longer service bands?
- Which life events generate the highest number of evaluated events but relatively low enrollment activity?
- Which reported life events are least likely to progress into evaluated life events?
- Which life event types have the largest difference between reported and evaluated volumes?
- Which life events have the highest share of retroactive activity?
- How did evaluated life events trend over the last 12 months?
- Which departments have high reported life event volume but low evaluated life event volume?
- Which business units or departments have the highest concentration of future-dated life events?
Pre-Requisites: Benefits Functional Area must be enabled
Download: Available in the FDI Content Library.
Best Practices:
Be specific about the metric, time period, and benefits area you want to analyze, such as active participation, declined coverage, coverage amount, suspended enrollments, new enrollments, or life events.
Good examples:
- Which plans have the highest active enrollment participation this quarter?
- Which business units had the highest active enrollment participation last year?
- Which plans have high participation but high declined coverage elections?
- Which departments had the highest number of new enrollments last year?
Avoid:
- Generic questions like “Show benefits status.”
- Mixing too many topics in one question.
- Using event metrics for trends unless asking about newly created or reported activity.
- Using vague terms like “low engagement” without specifying participation, declined coverage, or enrollment gap.
We’d love to get your feedback and business use cases to help build more sample FDI Content.
