BenSelect:Admin:Plan:General - Revision history

Shannon Krakosky at 16:50, 19 December 2024

2024-12-19T16:50:14Z

Shannon Krakosky at 16:48, 19 December 2024

2024-12-19T16:48:40Z

Shannon Krakosky: /* Most commonly-used plan engines */

2023-10-29T20:50:31Z

‎Most commonly-used plan engines

Shannon Krakosky: /* Plan types for Voluntary Product Builds */

2022-03-28T14:36:02Z

‎Plan types for Voluntary Product Builds

Shannon Krakosky: /* General Tab (Benefit Plans) - Elements */

2021-04-05T03:43:44Z

‎General Tab (Benefit Plans) - Elements

Shannon Krakosky: /* Most commonly-used plan types */

2017-09-13T15:10:56Z

‎Most commonly-used plan types

Shannon Krakosky: /* General Tab (Benefit Plans) - Elements */

2017-09-13T15:10:18Z

‎General Tab (Benefit Plans) - Elements

Shannon Krakosky: /* General Tab (Benefit Plans) - Elements */

2017-09-13T15:08:56Z

‎General Tab (Benefit Plans) - Elements

Shannon Krakosky at 14:23, 6 September 2016

2016-09-06T14:23:50Z

Shannon Krakosky at 14:21, 6 September 2016

2016-09-06T14:21:30Z

@@ Line 1: / Line 1: @@
 =Benefit Plans Screen=
-The Benefit Plans screen allows you to set up all of the plans for the case. test
+The Benefit Plans screen allows you to set up all of the plans for the case.
 You configure the following categories of settings for each case:

@@ Line 1: / Line 1: @@
 =Benefit Plans Screen=
-The Benefit Plans screen allows you to set up all of the plans for the case.
+The Benefit Plans screen allows you to set up all of the plans for the case. test
 You configure the following categories of settings for each case:

@@ Line 62: / Line 62: @@
 ;BenefitAgent Savings Plan :Engine supporting enrollment of 401(k), 403(b), and other savings plans.  Allows for employer matches.
 ;Dummy :Generic engine allowing entry of premium, benefit amount, coverage tier, and insured(s).  This engine type is sometimes used as a placeholder to allow a benefit to be loaded into the system from the census.
 ====Plan types for Voluntary Product Builds====

@@ Line 66: / Line 66: @@
 The plan types listed below are used primarily for custom product builds and require rate files.
-;BenefitAgent CI :Enrollment engine accomodating pre-packaged voluntary products that have a benefit amount and multiple coverage tiers (such as Critical Illness).  Engine allows one policy per primary insured.
+;BenefitAgent CI :Enrollment engine accommodating pre-packaged voluntary products that have a benefit amount and multiple coverage tiers (such as Critical Illness).  Engine allows one policy per primary insured.
-;BenefitAgent CORE :Enrollment engine accomodating pre-packaged voluntary products that have no benefit amount and multiple coverage tiers.  Products are displayed side-by-side on the application screen so the user can choose the desired product and coverage tiers.  Engine allows one policy per primary insured.
+;BenefitAgent CORE :Enrollment engine accommodating pre-packaged voluntary products that have no benefit amount and multiple coverage tiers.  Products are displayed side-by-side on the application screen so the user can choose the desired product and coverage tiers.  Engine allows one policy per primary insured.
-;BenefitAgent UL :Enrollment engine accomodating pre-packaged voluntary products that have a benefit amount and one primary insured.  This engine accomodates multuiple policies per employee and family/child coverage riders
+;BenefitAgent UL :Enrollment engine accommodating pre-packaged voluntary products that have a benefit amount and one primary insured.  This engine accommodates multiple policies per employee and family/child coverage riders.
 ====Bridges====

@@ Line 39: / Line 39: @@
 ;Plan Name :Identify the name of the plan, such as Health or Dental.
 ;XML Tag Name :Required field; identifies the plan name and is used in the Text bank.
-;Type :Identify which plan type this plan setup uses. If you have Decision Support turned on at the case level, you must select '''Health''' for your Medical plan to use Decision Support.
+;Type :Identify which plan type this plan setup uses. If you have Decision Support turned on at the case level, you must select '''Health''' for your Medical plan to use Decision Support. This field is now required; it sets the "base" application instructions for the benefit plan.
 Specifying a Plan Type also affects local application instructions, which can be created and edited on the Engage tab.
 ;Engine :Select the "engine" used for configuring the benefit plan's rates.

@@ Line 51: / Line 51: @@
-====Most commonly-used plan types====
+====Most commonly-used plan engines====
-The plan types listed here are the most commonly used plan types and will provide most, if not all, of the functionality for most cases.
+The engines listed here are the most commonly used plan types and will provide most, if not all, of the functionality for most cases.
 ;DB1 (Defined Benefit, 1-tier) :Standard enrollment engine for defined benefit plans having a single primary insured and a benefit amount, such as optional life insurance

@@ Line 40: / Line 40: @@
 ;XML Tag Name :Required field; identifies the plan name and is used in the Text bank.
 ;Plan Type :Identify which plan type this plan setup uses. If you have Decision Support turned on at the case level, you must select '''Health''' for your Medical plan to use Decision Support.
 ;Rate selection display :Select '''Side by Side''' to display each product's rates within a box, side by side to each product. Select '''Tabular''' to display rates for each product in a horizontal row on top of each other.
 ;Order Number :Indicate the presentation order of this plan. Numbering starts at 1, however, for ease of re-ordering set up to order by 10s.