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How do I set up a conditional mapping on current employee benefit elections?

Forum|Forum|15 days ago
September 16, 2026
1 reply
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Originally posted by Will Selander on September 10, 2026 at 10:46 AM.

Hi community and @Pranaw Sharma ! I'm running into an issue with 834 layout (source: Bulk Benefits Ongoing Exports) I'm trying to use a conditional mapping with field "Data > EmployeeRecords > EmployeeElectionDetails > PlanXrefCode" - to pull the current elections and if they have a specific medical plan, it would result in a group # string. I cannot get the mapping to assign correctly.

What am I doing wrong - should I be using the multi-carrier export source instead?

Is it possible my current effective date filter is set up incorrectly? I'm using effective date instead of coverage or plan start date:

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Originally replied by Pranaw Sharma on Sep 10, 2026, 1:04 PM.

Hi Will,

This might be related to the filter configuration. A few more details would help us narrow it down:

Could you share the complete filter conditions? The screenshot cuts off part of the configuration. My assumption is something along the lines of: (Plan Effective Start Date <= Integration Run Date) AND (Plan End Date > Integration Run Date OR Plan End Date is empty) — but it would be good to confirm.
Could you also share a snippet of a source record that you expect to appear in the output, including the relevant PlanXrefCode and effective dates?

For troubleshooting, I’d recommend adding a parent filter at the Employee Record level for a single employee and running the integration with just that employee first. This makes it much easier to validate the filter and conditional mapping before running it against the full population.

I wouldn’t switch to the Multi-Carrier source just yet—we should first confirm whether the current source contains the data you need and whether the filtering is selecting the expected election.

Thanks!

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