Screen catalog — utilities, audit and reporting screens

enrollutils — mass termination, re-enrollment, FSA

w_term / u_terminate — Group Termination

• Purpose: terminate an entire group/division as of a date. enrollutils/w_term hosts enrollutils/u_terminate ("visual interface for n_terminate").
• Fields: group ID (sle_group, resolved to divisions via d_term_groups), termination date (em_term_dt), termination code (d_term_codes / dddw_term_codes), scope checkboxes: members, eligibilities, elections, coverages, "term all" (cbx_members, cbx_eligibilities, cbx_elections, cbx_term_all, coverage picker d_coverages).
• Validations: group must resolve, date and termination code required (of_term_members pre-checks); engine-level pre-checks per scope (n_term_enroll.of_check_members/_eligibilities/_elections).
• Behavior: enrollutils/n_term_enroll gathers affected subscriber keys (d_term_keys: subscriber eligibilities active on the date) then issues batched dynamic SQL updates (1000 keys per statement, commit per batch) against ELECTION_COVERAGES (MEMBER_ELECT_EXP_DT/_EXP_CD), ELECTIONS (ELECT_EXP_DT/ELECT_EXP_CD), MEMBER_ELIGIBILITIES (EXP_DT) and MEMBERS (MBR_TERM_DT), each limited to records effective on and not already expired before the termination date. Coverage-only termination (of_term_coverage) limits to a chosen coverage.
• Errors: shown in w_term_errors ("window to display errors for u_terminate", d_term_errors).

w_reenroll — Group Re-enrollment

• Purpose: create follow-on enrollment periods after a group termination.
• Fields: group ID, prior expiration date, two expiration/termination codes, new effective and expiration dates, division multi-select (d_term_groups), coverage multi-select (d_reenroll_coverages, d_group_covr) or "all coverages" checkbox.
• Validations: each selected division's coverages must fall within the group coverage period (wf_check_group_covr); a group period record must exist covering the dates (wf_checkperiods, otherwise "you must set up the group in Client Maintenance").
• Behavior: calls n_term_enroll.of_termenroll_eligibilities / _elections / _coverage / _categories per division; the eligibility source is members whose latest eligibility was expired with the matching code on/after the prior term date (d_reenroll_elig, NOT EXISTS a later period). Related of_create_* functions insert the new records.

FSA windows

• w_fsa_notices — "Flexible Spending Account Notices": notices and summary listings per filing period (d_fsa_filing_period, d_fsa_notice, d_fsa_notice_member, d_fsa_summary).
• w_fsa_depcare_tax_statements — dependent-care FSA end-of-year listings and tax statements (d_fsa_depcare_eoy_listing, d_fsa_depcare_tax_rpt1/2, paid by calendar/plan year DWs).

enrolaud — Enrollment Audit Log

w_enrollment_log — "Enrollment Audit Log"

• Purpose: "This window holds the audit log for enrollment activities" (object comment); read-only change history for one subscriber family.
• Lookup: last name search (w_member_select_by_last_name), SSN search (w_homer_social_search), SSN edit mask; resolves the subscriber via family and collects all dependent keys (event ue_retrieve).
• Data: audit events from aud_trail_mbr (d_audit_trail_enrollment: dep_member_sys_key, sub_member_sys_key, audit_dt, tbl_name, tbl_key char(500) tilde-delimited snapshot, audit_activity char(3), audit_user_id, chg_desc char(2000), chg_comment char(2000)).
• Presentation: one tab per audited table — members, member_eligibilities, elections, election_coverages, member_cat_val, addresses, coord_of_bens, students, member_waiting_periods — each seeded with current base-table rows rendered as an "Insert" baseline (d_audit_trail_members, d_audit_trail_member_eligibilites, d_audit_trail_election, d_audit_trail_election_coverages, d_audit_trail_member_cat_val, d_audit_trail_addresses, d_audit_trail_cob, d_audit_trail_student, d_audit_trail_waiting_pd, d_audit_trail_dep), then augmented with decoded audit rows: the window filters dw_audit_trail per tbl_name, tokenizes tbl_key (wf_get_token, wf_get_token_address) and converts legacy date formats (wf_cvt_string_date handles both dd/… and mm/dd orders).
• Options: cbx_deleted includes deleted-record events; per-row narrative compute: "On <create_dt> user <create_user_id> <action>d this record".
• Menu: m_enrollment_log_menu.

enrolrpt — reports

w_annlstmt — "Annual Statement"

Generates the annual employee benefit statement per group: employee selection (d_annlstmt_employees, member select popup w_annlstmt_member_select "for selecting a member when multiple members exist with the same ssn"), front/back pages, coverages, member coverages, dependents and beneficiary name DWs (d_annlstmt_*). Options per group in w_annlstmt_option_maintenance over annual_statement_options (include salary / domestic partner / all coverage indicators, custom and location instructions, print division name, contingent beneficiary, include AD&D dependents), group picker w_annlstmt_group_select. w_annlstmt_report_date ("Receive Annual Statements") stamps members' statement-received date by system key (d_annlstmt_report_date_members).

w_census_rpt_args_sheet / w_census_rpt_display — Census reports

Parameter sheet ("Window for selecting parameters of census reports") whose report list comes from the batch_reports table filtered to report_type = 'census' (dddw_rpt_select: report name, code, DataWindow, parameter window); results shown in w_census_rpt_display. Census DataWindows include: d_census_by_name, d_census_by_birthdate, d_census_by_city_state, d_census_by_state, d_census_by_zip_code / d_census_by_zip_area, d_census_by_elig_period, d_census_by_hire, d_census_with_dependents, d_census_pcp, d_census_pcs, d_census_life_add, d_census_flex_*, d_census_cw_by_name*, d_census_hcn_*, d_census_84, d_census_sales_summary*, d_census_medicare_with_cob (members with Medicare COB; per-member medical/drug level and plan) and d_census_over_65 (members over 65 with coverage and address as of report date). Extended tier list for parameters from d_coverage_levels (code key ELECTLEVEL). Parameters travel in str_census_parms; menus m_census_args_menu, m_census_display_menu.

w_dep_audit — "Dependent Eligibility Audit"

Letter-driven audit of dependent eligibility for groups opted in via group option DEPAUDIT (d_dep_audit_group_list). Radio buttons drive first letter, second letter and final report phases; percent sampling on the first letter (em_percent). Letters print with subscriber lists and dependent panels (d_dep_audit_first_letter_*, d_dep_audit_second_letter_*); tracking is written to member_cat_val category DEPAUDIT (values include No and 2ndLetter), and the second-letter phase suspends non-responders: sets member_eligibilities.exp_dt with dep_exp_cd = 'Suspended' and closes open member_waiting_periods. Final report (d_dep_audit_final_report_detail/_summary) can be saved as text; reprints via d_dep_audit_print_rpt.

Other report windows

Window	Purpose
w_enrollrpt_deps_over_age	"dependents over the age of XX" as of a date, with subscriber identifiers (d_enrollrpt_deps_age; age = floor of months between as-of date and birth date / 12)
w_enrollrpt_error_rpts	Enrollment error reports: members with elections but no member coverages (d_enrollrpt_nocov) and single members enrolled in multi-person coverage levels (d_enrollrpt_single_in_multi)
w_mmo_audit	MMO repricing audit/export over a date range: MMO group/section numbers from DB function SFPIDBA.F_GET_GROUP_MMO_INFO, claims with claim_id like 'EMMO%', summed REPRICE_DISCOUNT_AMT as MMO pricing (d_mmo_audit); Retrieve and Export buttons
w_hb1_report	"HB1 Member Report" over d_rpt_hb1_payment

Additional data-only DataWindows in enrolrpt used by the above: age-bracket report (d_rpt_age_bracket), confirmation status (d_enrollrpts_confirmation_status), employee list with coverages (d_enrollrpts_eelist, d_enrollrpt_eelist_coverages), family listing (d_enrollrpts_family).