Questions Regarding Beneficiary Designation Functionality in Oracle Advanced Benefits (OAB) (Doc ID 2040429.1)

Last updated on JULY 28, 2023

Applies to:

Goal

Q1. Minor Designee Requires Trustee is marked on the Plan Enrollment Requirements form > Designation tab > Beneficiary tab.
However, when a minor is designated, an action item or other functionality is not found to indicate the requirement. How does this functionality work? Will the system generate an action item?

Q2. How does one display descriptive flexfield (DFF) on Beneficiaries in Benefits Self Service?
Customer has a requirement to capture additional information about the beneficiaries and needs to configure DFF segments.
However, the DFF does not show up on Benefits Self Service pages. It does show up correctly on internal form (Benefits Service Center).

Q3. Can the additional instruction text / comment be displayed in Benefits Self Service?
Customer has selected the ‘Additional Instruction Text Allowed’ field on Plan Enrollment Requirements form > Designation tab > Beneficiary tab.
Based on this, the field is available in the Benefits Service Center. However, the field is not available in Self-Service.
How does one enable the Instructions text field in Benefits Self Service?"

Q4. What is the purpose of the Default Beneficiary Code "Per Legal Authority"?
After selecting the code "Per Legal Authority", what would be the default beneficiary, and when would it be applied?
Are the default beneficiaries automatic when the enrollment is made?

Q5. Can the beneficiary organizations be added by employees from Benefits Self Service, so that the Benefits Administrator doesn't need to maintain them?
If not, can the beneficiary organizations be a free text field in Self-Service, so that it is not a prerequisite to define it first as an organization?
It would be preferred that the Benefits Administrator doesn't need to be contacted every time an employee needs to designate a beneficiary organization as beneficiary, since it would first be needed to be defined in the organization screen (by the HR / Benefits administrator).
 

Solution

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