The Lifecount Reconciliation Screen is used to show the changed in participant status and lifecount between two snapshots or dates.
Screen items
Plan Number: select the plan number of the Plan Document that you are reconciling.
Period Start Date/Run: type or select the starting date and run number (if multiple runs on that date) for the reconciliation.
Period Stop Date/Run: type or select the stop date and run number (if multiple runs on that date) for the reconciliation.
Status Determination: choose whether status should be determined based upon existing snapshots or whether status should be redetermined without regard to any snapshots that have been run.
Encrypt Social Security Numbers: check this box if reconciliation output should show encrypted social security numbers.
View Results in Excel: check this box if reconciliation results should also be displayed in Excel.
Data Filter: space to write a formula which will filter reconciliation results so that only certain people are evaluated in the reconciliation.
Only include individuals eligible at start and end of period: check this box to exclude individuals that were ineligible at either the start or end of the reconciliation period.
Only include individuals from a specific location in reconciliation: area to provide an additional way to filter reconciliation results (based upon a group or location code).
