CHRS Knowledge Base

BA ​Benefits Dependent Data Cleanup​

Updated on

 

Overview

This cleanup involves correcting dependent relationships in PeopleSoft so there will be no issues with their coverage upon conversion to CHRS. An SQL is provided that will search your database for current enrollment in Health plans with dependents having an incorrect relationship for benefits purposes.

Anyone with history of these codes or terminated benefits will not show in the results. Those historical values will be mapped by conversion but any current enrollments should be corrected.

Instructions

Run the SQL provided. (If you do not have access to SQL – ask your developer to run the provided SQL in your PROD environment and send you the results.) 

For any items that appear on the output report, review the relationship to the employee and categorize as one of the accepted Benefit Eligible Relationships.

Eligible Child RelationshipsEligible Adult Relationships
Adopted DaughterSpouse
Adopted SonDomestic Partner Male (A)
Child (natural born)Domestic Partner Female (B)
Stepchild 
Domestic Partner Child 
Recognized Child 
Sample Output Report
SQL: Relationship Corrections

https://csyou.calstate.edu/groups/chrshome/SDW/HRStandardization/SiteAssets/SitePages/Home/Relationship%20Corrections%20SQL%20v2.txt 

SELECT DISTINCT F.BUSINESS_UNIT, E.NAME, A.EMPLID, D.NAME AS "Dep Name", C.RELATIONSHIP, TO_CHAR(A.EFFDT,'YYYY-MM-DD') AS "EFFDT", B.DEPENDENT_BENEF AS "Dep ID", A.PLAN_TYPE FROM PS_HEALTH_BENEFIT A, PS_HEALTH_DEPENDNT B, PS_DEP_BEN_EFF C, PS_DEP_BEN_NAME D, PS_PERSONAL_DATA E, PS_JOB F

WHERE A.EFFDT =

(SELECT MAX(A_ED.EFFDT) FROM PS_HEALTH_BENEFIT A_ED WHERE A.EMPLID = A_ED.EMPLID

AND A.EMPL_RCD = A_ED.EMPL_RCD

AND A.COBRA_EVENT_ID = A_ED.COBRA_EVENT_ID AND A.PLAN_TYPE = A_ED.PLAN_TYPE

AND A.BENEFIT_NBR = A_ED.BENEFIT_NBR AND A_ED.EFFDT <= SYSDATE)

AND A.PLAN_TYPE IN ('10','11','14') AND A.COVERAGE_ELECT = 'E'

AND A.COVRG_CD <> '1' AND A.EMPLID = B.EMPLID

AND A.EMPL_RCD = B.EMPL_RCD

AND A.COBRA_EVENT_ID = B.COBRA_EVENT_ID AND A.PLAN_TYPE = B.PLAN_TYPE

AND B.EFFDT = A.EFFDT AND B.EMPLID = C.EMPLID

AND B.DEPENDENT_BENEF = C.DEPENDENT_BENEF AND C.EFFDT =

(SELECT MAX(C_ED.EFFDT) FROM PS_DEP_BEN_EFF C_ED WHERE C.EMPLID = C_ED.EMPLID

AND C.DEPENDENT_BENEF = C_ED.DEPENDENT_BENEF AND C_ED.EFFDT <= SYSDATE)

AND C.RELATIONSHIP IN ('ES','FC','GC','GU','O','OC','P','R','RO','SB','SN','DP') AND B.EMPLID = D.EMPLID

AND B.DEPENDENT_BENEF = D.DEPENDENT_BENEF AND D.EFFDT =

(SELECT MAX(D_ED.EFFDT) FROM PS_DEP_BEN_NAME D_ED WHERE D.EMPLID = D_ED.EMPLID

AND D.DEPENDENT_BENEF = D_ED.DEPENDENT_BENEF AND D_ED.EFFDT <= SYSDATE)

AND A.EMPLID = E.EMPLID AND E.EMPLID = F.EMPLID AND F.EFFDT =

(SELECT MAX(F_ED.EFFDT) FROM PS_JOB F_ED WHERE F.EMPLID = F_ED.EMPLID

AND F.EMPL_RCD = F_ED.EMPL_RCD AND F_ED.EFFDT <= SYSDATE)

AND F.EFFSEQ =

(SELECT MAX(F_ES.EFFSEQ) FROM PS_JOB F_ES WHERE F.EMPLID = F_ES.EMPLID

AND F.EMPL_RCD = F_ES.EMPL_RCD AND F.EFFDT = F_ES.EFFDT)

ORDER BY 3, 8 ;

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