Using Predefined Database Aliases

The following aliases have no special processing logic; they simply reference the value in the indicated field.

The following aliases are specially configured to reference calculation parameters, rather than employee data.

The following aliases provide enhanced access to data through special calculation logic.

Pension Administration supports non-spouse beneficiaries. You record non-spouse beneficiaries on the Plan Beneficiaries page. If you do not record a beneficiary, the system assumes that the spouse is the beneficiary.

The three beneficiary aliases incorporate special corporation logic to determine who the beneficiary is, then to look up specific information about that beneficiary: birth date, relationship to the employee, and gender. The beneficiary information ultimately comes from the dependent and beneficiary table (DEPENDENT_BENEF).

If there is no beneficiary or spouse on record, these aliases do not have values.

The plan eligibility function result produces a single eligibility status: Eligible, Ineligible, or Previously Eligible. However, the PLAN_ELIG alias accesses the effective-dated eligibility history produced during eligibility calculations. Referencing this history enables you to set up different processing for employees during periods of ineligibility (for example, interest-only processing of cash balance accounts).

Associated with this alias are two delivered group custom statements:

You do not explicitly use the PLAN_ELIG alias or either of the custom statements; instead, you use a shortcut for applying it. When you set up function results, you can incorporate eligibility criteria by choosing whether a definition applies to eligible periods, ineligible periods, or both.

When you select Eligible or Ineligible, the system automatically applies the appropriate custom statement to any existing grouping criteria.

When you run a calculation for a QDRO alternate payee, QDRO_AMT is the amount recorded for that person under the specified plan.

When you run a calculation for an employee, QDRO_AMT is the sum of all amounts recorded against that person under the specified plan.

For example, John has two ex-spouses. Sophia is entitled to 2,000 USD of his benefit from Plan A; Vanessa is entitled to 1,000 USD from plan A and 500 USD from plan B. The QDRO_AMT has the following values, depending on whose calculation is running and which plan is being processed:

The QDRO_FLAG alias returns the COURT_DOC_ID.

The QDRO_EE_BD alias is only valid when you run a calculation for a QDRO alternate payee. It provides the birth date of the original employee. For example, during calculations for Sophia and Vanessa, this alias would provide John's birth date. During calculations for John, this alias does not have any value.

The alias SSR_DT calculates, rather than looks up, an employee's social security normal retirement date based on the employee's birth date and the following social security normal retirement age table: