8/23/2018 Document 1413906.

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Copyright (c) 2018, Oracle. All rights reserved. Oracle Confidential.

Oracle Fusion Benefits Plan Design Troubleshooting Guide (Doc ID 1413906.1)

In this Document

Purpose
Troubleshooting Steps
References

APPLIES TO:

Oracle Fusion Benefits - Version 11.1.1.5.1 to 11.1.1.5.1 [Release 1.0]

Information in this document applies to any platform.

PURPOSE

Fusion Benefits: Benefits Plan Design Troubleshooting Guide

TROUBLESHOOTING STEPS

Benefits Plan Design Troubleshooting Guide

1) Problem statement

Program Train’s “Designation Requirements” train stop is blank, and contains the following message:
Designation requirements cannot be specified because the dependent designation level is not configured for this program.
(BEN-990948)

Resolution

For the same program, navigate back to the Basic Details train stop.

On the field titled “Dependent Designation Level” in the top General selection, choose “Plan type in program”.

If this field is null or set to “Plan”, then the ‘Plan type in program’ level configuration page will be null.
2) Problem statement

On the Program Train’s “Basic Details” train stop, the Legal Entities tab is grayed out. I therefore cannot save my legal
entities.
Resolution: Access the “Actions” drop down on the top right hand corner of the Basic Details page, and uncheck the
“Global Program” check box.

If a program is set to be globally available, then you cannot specify Legal entities, and vice versa.

3) Problem statement: On the Program design train, I would like to configure Eligibility and Enrollment requirements at the
Plan or Plan type in Program levels. Right now I’m only seeing configuration for the Program level.
Resolution: There is a Master-detail relationship between the Table at the top (which houses the Program, Plan Type in
program, and Plan names) and the regions below.

In order to create configuration at the desired level (Program, Plan Type in Program, Plan ); you will need to highlight the
appropriate row on the top Master table. You will know that the page has fully rendered, and is ready for your data input,
because the Child table below will update with the selected row’s details in its header name.

4) Problem statement: The customer wants Plan X to appear on the Benefit Service Center/ Administrative enrollment
forms, but don’ t want to make it visible to the end user. How can I achieve that?
Resolution:
On the Plan Type definition form, choose a Self-Service Category that is NOT going to be displayed as a train stop.

To achieve the second half of this requirement, navigate to the Manage Plan Grouping form, and uncheck the “Display”
checkbox for the train stop where you plan to (invisibly keep) Plan X.

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5) Problem statement: On the Plan creation form, I created a new Plan Z. But when I go to the Program creation flow, I
cannot locate this plan to add to the Program.

Resolution: First, make sure that you had created Plan Z using an appropriate effective date. If the plan doesn’t exist on
the date you are creating the Program, then it won’t be available for selection. Next, make sure that the plan was not set
to “Not in program” on the Plan Basic details. Only plans that are available for use ‘In program’ can be attached to a
program.

6) Problem statement: As a consultant, I was brought in to trouble-shoot a customer’s existing configuration. They have
upwards of 10 programs, and there are several plans for which they are experiencing possible data corruption. They’ve
given me very little time to research what is going wrong. I think Plan X might be the culprit. How can I quickly find out,
to which Programs, Plan X is attached to?

Resolution: Go to the Plan query area. Query Plan X. Instead of entering the train, scroll to the right, on the search results,
and access the Plan Hierarchy. Here, you will find a listing of all the Programs each plan is attached to.
7) Problem statement: As a Benefits Representative, I am finding that enrollments are working fine for a participant, while
using the Benefit Service Center.
For some reason, a life event is not detected as ‘in progress’ when attempting to make enrollments via Self-Service
Enrollment. Is there a configuration problem I can fix?
Resolution
Access the Manage Self Service Configuration form, and check the Self-Service Effective Date. Is there a date listed in that
field?

If so, that date is presently being used for the Self-service environment.

Remove it, or update it to an appropriate date, to make enrollments via Self-Service.

8) Problem statement: On the Plan design train’s “Designation Requirements” train stop, I am trying to set up some Life
Event specific Dependent designation requirements. When I enter this train stop, however, the Life Event and Eligibility
tabs are grayed out. How can I get these tabs to become enterable? The same issue is happening on the Beneficiaries
main tab – the Restriction tab is gray.

Resolution
Use the Actions drop-down on the far right corner, to make the initial configuration on the Dependents’ General subtab,
and the Beneficiary Requirements’ sub tab. By selecting a Dependent Action Item (or a Beneficiaries ‘Action Items for
suspending plan enrollment’), you can activate the remaining tabs and fields.

9) Problem statement: My customer would like to configure Beneficiary certifications for Plan X. Specifically, they would
like the selected beneficiary to be in suspension mode until the certification is received. They do not, however, wish to
have the whole Plan X be suspended. This results in a lot of retro payroll work.

Resolution: Fusion Benefits allows you to decide whether you want the whole Plan enrollment to suspend, or just the
beneficiary
person to be suspended, until the action item is met. Navigate to the Plan design train’s Designation Requirements train
stop’s Beneficiaries tab to configure this distinction.

10) Problem statement: I have implemented the plan design for a client, and run the initial Administrative enrollment, in
order to load all the person enrollment data. It is currently November 2011, and the client goes live on 1/1/2012. I’ve
created all the Program and Plan design set up effective 1/1/2012 – their Go Live date. Why am I unable to load the
enrollment data?

Resolution: It is advisable to configure the Plan and Program design with an effective date that is at least 1 year previous
to the first enrollment record. In fact, most successful implementations use an effective date that is 5 to 10 years prior to
the go live, and use the same effective date for all (or most) plan design set up.
11) Problem statement: There is something wrong with my newly created Plan Z.
I’ve tried running the participation process for many participants, yet none of them are being found eligible or electable.

Resolution: First, make sure there are no Eligibility profile set up that precludes these participants from being found
eligible. There are many easy ways to check if there is an Eligibility configuration: the Plan design train’s Eligibility train
stop has a green checkmark on the Master table at the top, if eligibility profiles are configured. You can also access the
Plan Summary, directly on the plan query region, to see if the same green checkmark appears. If there are no Eligibility
profile set up that can cause the problem, check to make sure that the Program and Plan Years are in synch. If a Plan’s
‘plan year’ set up doesn’t extend to the appropriate year(s), then that plan will not show as active for the Program, on that
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year.

REFERENCES

NOTE:1551617.1 - Oracle Fusion HCM Troubleshooting Guides

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