Status creation

Why is Status important?

• Dictates how each record will run through ProVal

• Used to reconcile the data form one year to the next.

• Indicates what data fields are important to edit for each record.

How is Status Created?

Easy way:

    The client gives you the info.

Not that easy:

    You use the define field tool by expressions and expressions sets.

Comments

• It is always helpful to review how status was created in the prior year but do not assume that process is still applicabble.

• Refer to the data notes.

• The status from the final year database should be pulled into the current year database and housed in a historical status database field.

• Before running an Expression Set:

  • Merge any additional fields from work databases that hasn´t been matched on already.

  • Merge any additional fields that are neded.

  • Create a backup copy of the main database.

Additional comments

• The ProVal Status Reconciliation should be created and run.

• Departures may be appended at the request of the VA and should be done judiciously.

• In most cases, the status should be reviewed by the VA before continuing with the remaining data process steps.

Notes:
If wea are bringing historical fields, make sure the label is a different one.

For records in both files, always leave them alone (Do nothing)

In merged database, keep records if present in:

     EITHER DATABASE.

If there are duplicate key values in the target database:

    Most times, choose abort processing.

And check mark the Create MergeStatus field.

Conclusion:

Este proceso se hace con la idea de la valuacion en proval, poder hacer un mejor tratamiento a las personas que ya no estan en el plan (con la herramienta append departures o lump sums) recordando que NO hace falta traer informacion de pago ni nada si ya no están en el plan, solo ids.