Service Request Savings Choice Vesting Start Date Logic In PPS. Technical Specification. March 29, 2018 Prepared by Pete Stern

Transcription

1 Service Request Savings Choice Vesting Start Date Logic In PPS Prepared by Pete Stern Information Technology Services Office of the President University of California

2 Version History Version # Date Revised By Reason for Change /29/2018 Pete Stern Initial draft Page 1

3 Table of Contents Version History Introduction Overview of System Modifications EDB Maintenance Process Other Interfaces One-Time Process Design Considerations Assumptions and Dependencies External Impact Mainframe Design Database Changes DDL Members Include Members COBOL Programs COPYLIB Members Data Dictionary Updates Data Element Table Control Table Maintenance Control Table Updates EDB Maintenance COBOL Programs CICS Map Changes CICS Help Other Interfaces COBOL Programs COPYLIB Members One-Time Processes COBOL Programs Unit Testing Control Table Maintenance Process Data Element Table Data Element to Screen Table One-Time Processes PPOT EDB Maintenance Process On ECEN Other Interfaces IVR/Web Interface files... 8 Page 2

4 1 Introduction Service request asks for PPS to add Vesting Start Date to screen ECEN and to the EDB. This technical specification provides detailed information about the modifications necessary in PPS to support the implementation of the new field. 2 Overview of System Modifications 2.1 EDB Maintenance Process EDB maintenance will be modified to accept Vesting Start Date on ECEN. If UCRS Eligibility Date becomes populated or changes, and Vesting Start Date is blank, Vesting Start Date will be populated with UCRS Eligibilty Date. Any subsequent change to Vesting Start Date in PPS would be manual. 2.2 Other Interfaces IVR EMP file will populate Vesting Start Date from the new EDB field. 2.3 One-Time Process A one-time process will be needed to initialize the new EDB field. 3 Design Considerations 3.1 Assumptions and Dependencies The following items are out of scope for this release: o Identifying one year breaks in vesting service and resetting of Vesting Start Date upon subsequent reemployment. This scenario will be too scarce given the remaining life-span of PPS. o The new data element will not be added to the history database. o The new data element will not come in to PPS via the IVRNH file. o The new data element will not need to be added to the CPS interface file. o The new data element will not appear on any reports. o No changes to the PPS web applications are required. 3.2 External Impact The EDB field value is passed to corporate interfaces: o IVR/AYSO Page 3

5 4 Mainframe Design 4.1 Database Changes Vesting Start Date will be added to PPPBEN to support the Savings Choice Vesting Start Date Logic In PPS project. See the Data Element Table section under Control Tables DDL Members PPPVBEN PPPVBEN PPPVZBEN TBBEN00C TBBEN22A Include Members PPPVBEN PPPVBEN PPPVZBEN COBOL Programs PPBENCHG PPBENCHG sets flags for all PPPBEN data elements that have changed. The new field will be added PPBENFET PPBENFET retrieves EDB data, by data element number, from the PPPBEN table. The new field will be added PPBENUPD PPBENUPD drives the update of the PPPBEN table. The new field will be added PPBENUTW PPBENUTW is part of the EDB fetch complex that processes updates to PPPBEN rows. The new field will be added PPBENUT2 PPBENUT2 retrieves the PPPBEN data for an employee. The new field will be added COPYLIB Members Page 4

6 CPWSRBEN CPWSRBEN defines a row of the PPPBEN EDB table, with FILLER added to allow a fixed length of It will be modified to include the field for the new column Data Dictionary Updates A new Data Dictionary entry will be developed for the new PPPBEN field Data Element Table See the Data Element Table section under Control Tables. 4.2 Control Table Maintenance Control Table Updates Data Element Table (PPPDET) EDB0798: Vesting Start Date o Add entry for for the new data element o Add trigger to invoke PPEI205 The following new data elements will be added: DEN Column name Format Description Source Enterable? 0798 VESTING DATE PPS Y Date on which the one START_DATE derived year vesting period for employer contributions to Savings Choice begins. Values n/a Triggers PPEI Data Element to Screen Table (PPPDES) PPPDES contains data on the CICS EDB Entry/Update screen(s) on which data elements appear and whether the data element is protected from entry on a screen. The new data element will be added to screen ECEN and will be unprotected for Entry/Update. 4.3 EDB Maintenance COBOL Programs PPEI205 PPEI205 performs consistency edits and maintenance on the FICA, retirement, UI, and DCP codes. It will be modified as follows: 1. Add Vesting Start Date Edit to populate Vesting Start Date (EDB0798) when: o UCRS Eligibilty Date becomes populated and Vesting Start Date is blank Page 5

7 o UCRS Eligibilty Date changes and Vesting Start Date is blank PPWECEN PPWECEN is the screen processor for the ECEN function (Central Office Information). It will be modified to include new field EDB0798 (VESTING_START_DATE) CICS Map Changes PPECEN0 PPECEN0 is the CICS map for the screen function ECEN - Central Office Information. It will be modified to add the field EDB0798 (VESTING_START_DATE) CICS Help HELPDDSE HELPDDSE will load the release field/group level help text file for Vesting Start Date HLPANCH HLPANCH will load the release anchor file for Vesting Start Date. 4.4 Other Interfaces COBOL Programs PPIIVR PPIIVR produces the daily interface file sent to UCOP to update the systemwide ppsivr database. It will be modified to Rename IVREMP-UCRP-ELIGDATE to IVREMP-VESTING-START-DATE Populate IVREMP-VESTING-START-DATE from VESTING_START_DATE (EDB0798) instead of BEN_UCRP_ELIGDATE (EDB0791) COPYLIB Members CPWSIVRE CPWSIVRE defines the IVR employee file record. It will be modified to rename IVREMP-UCRP-ELIGDATE to IVREMP-VESTING-START-DATE 4.5 One-Time Processes COBOL Programs PPOT2318 (one-time) This is a new one-time program which will do the following 1. For employees with retirement codes = C, 8 and X, or Fidelity Election Option = DC, initialize Vesting Start Date by copying from UCRS Eligibility Date. Page 6

8 2. Produce an employee change file which can be used to run PPP The program can be run in either REPORT or UPDATE mode. 5 Unit Testing 5.1 Control Table Maintenance Process Data Element Table Verify that Data Element Table was updated to include new data element and additional value and routine trigger for existing data element. ELEM ELEMENT NUMBER NAME VESTING STARTDT Data Element to Screen Table Verify that Data Element to Screen Table was updated to include the new field on the ECEN screen. DATA BASE/ DATA SCREEN PROTECT FILE ID ELEMENT ID IND EDB 0798 ECEN NO 5.2 One-Time Processes PPOT2318 This one-time program will initialize the new field on the IVR EMP history file. Verification Review the IVR EMP history file and confirm that the following field was initialized. Vesting start date = PPPBEN.BEN_UCRP_ELIGDATE 5.3 EDB Maintenance Process On ECEN If Vesting Start Date is blank: o Change UCRP Eligibility Date Verify the following results: o Vesting Start Date changed to value of UCRP Eligibility Date If Vesting Start Date is not blank: o Change UCRP Eligibility Date Verify the following results: o Vesting Start Date did not change If Vesting Start Date is not blank: Page 7

9 o Change Vesting Start Date Verify the following results: o Vesting Start Date changed to new value 5.4 Other Interfaces IVR/Web Interface files Run PPIIVR. Verify the following: In the employee update file (DD name EMPUPD), verify that the following new field is populated: Position Length/ Format mm/dd/yyyy Field Description Vesting Start Date Data Element # EDB0798 Comments Page 8