The document discusses Oracle Advanced Benefits (OAB), which provides automated in-house benefits administration and online enrollments. It highlights OAB's key features such as flexible data modeling, life event processing, online benefits enrollment for employees, and benefits administration tools for administrators. OAB allows for a large degree of automation while offering flexibility to enforce business rules. It helps manage benefit plans, enrollment history, eligibility rules, and more.

1. Oracle Advanced Benefits:
Automated In-House Benefits Administration
& Online Enrollments
Jeff Eaton
Practice Manager, Compensation & Benefits
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2. Agenda
• OAB Key Features
• Life Event Processing
• Online Benefits Enrollment (Employee)
• Benefits Administration (Admin)
• Q&A
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3. OAB: Automated Benefits Administration
• Oracle Advanced Benefits (OAB), allows for a large degree of
Automation while offering flexibility to enforce the business rules
required by your enterprise.
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4. Key Features
• Flexible data model helps you manage a wide variety of benefit plans
• Helps you maintain enrollment history, capture enrollment changes, and
calculate deductions
• Life event processing allows you to control who, what, and when benefit
changes can be made
• Delivered Benefits Self Service enables web based real time enrollment
• Enforce complex eligibility rules using eligibility profiles
• An eligibility profile is a reusable set of eligibility criteria based on employment and/or
indicative data of employees.
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5. Key Features
• Calculate and store multiple rates as applicable for each benefit
• Supports a variety of calculation methods (Flat Amount, Compensation Based, Coverage
Amount based, etc.)
• Supports variable rates to calculate rate variations (Age Based, Employment Category
Based, etc.)
• Scheduled enrollment processing for annual enrollment and off cycle rate
changes
• Flexible Credits management
• Effective communication with your employees using online instructions and
confirmation statements
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6. Key Features
• Delivered tools to minimize implementation time:
• Plan Design Copy – a tool to copy or move benefit plans within or between
databases
• Configuration Workbench – a tool to load enrollments and dependent/beneficiary
designations from a spreadsheet
• Benefits Service Center – A launch pad for benefit administrator
to look up everything benefit-related
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7. Life Event Processing
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8. Life Event Processing
• Benefit changes in OAB can only be done within an enrollment period
• Life events can be made to trigger automatically when
employment/indicative data changes for an employee
• Examples – New Hire, Address Change, Salary Change, Part Time to Full Time, Termination
• Delivered batch job picks up and processes all triggered life events. This
can be scheduled to run nightly to process life events triggered for that day.
• Once processed, the life event stays open for the enrollment period as
specified in the configuration.
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9. Life Event Processing
• Employees can enroll/make changes to their benefits within the life event enrollment
period
• Control what the employees can change during a life event, for each benefit and life event
combination
• Example - Marriage Life Event; Restrict life insurance benefits, plan changes, and allow only tier
changes for Medical, Dental and Vision
• Delivered batch job can be scheduled nightly to close the enrollment period once the end
date is reached
• Specific defaults can be configured for each benefit and life event combination
• Use life events to automatically recalculate life insurance coverage amount, rates, etc.
when salary changes
• Life events can be configured to run automatically in Recalculate-Only mode without opening an
enrollment period if the only impact is on rates and coverage amount
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10. Life Event Processing
• OAB allows for employees to initiate certain life events on their own from
benefit self service
• Examples – Marriage/Add a DP, Birth or Adoption, Divorce/DP Separation, etc.
• After adding contacts, employees can change their coverage tier, designate
them as dependents and/or beneficiaries
• The system can be configured to suspend elections until dependent
certifications are received
• OAB also supports enrollment certifications for Life insurance plans
• Example – Certain changes can be suspended until evidence of insurability is submitted
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11. Employee Online Benefits Enrollment
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12. Initiating the Enrollment
• Text is configurable
• Employees may add dependents and beneficiaries online
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13. Recalculating Benefits Eligibility
• Limit Medical tier display based on contacts
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14. Displaying Instructions
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15. Setting Default Enrollments
• Default enrollments are displayed and can be changed
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16. Updating Enrollments
• Each employee chooses from a specified list based on their
eligibility
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17. Configuring Self-Service Pages
• Ability to enable multiple rates for each plan to be displayed
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18. Designating Dependents
• Allows eligibility profiles for dependents
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19. Designating Beneficiaries
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20. Confirming Enrollment
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21. Signature Section
• An optional signature section may be displayed within the Confirmation
Statement if desired
• The Confirmation Statement button launches a configurable PDF
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22. Benefits Administration (Admin)
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23. Benefits Service Center
• The configurable Desktop Activities dropdown menu options can be linked
to all benefit-related forms
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24. Online Administration
• Administrators are able to continue benefits selection process
for employee
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25. Questions & Answers
Speaker:
Jeff Eaton
Email: jeaton@kbace.com
Phone: 603-566-5767
Recording & Presentation:
http://kbace.com/index.php/events/
webinars/online-archives
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