Data Transfer to a Third Party Administrator (SAP Library

Data Transfer to a Third Party Administrator

Use

This function enables you to communicate data relevant to retirement plan administration to a third party administrator (TPA) and receive the results of calculation from the TPA for storage in your SAP System. For the transfer of data, you use SAP intermediate documents (IDoc). These IDocs can be forwarded by means of a variety of media, for example as an e-mail attachment, tape, or file on a server.

The communication process involves the following IDocs, as shown in the process graphics for the full TPA service scenario and partial TPA service scenario:

Benefits Participation

Benefits Retirement Plan

The contents of these IDocs depends on whether they are inbound or outbound, and is described below in the section "Features".

For the purposes of retirement plan administration, the TPA is a provider that calculates retirement benefits (and possibly length of service).

Prerequisites

IDoc Customizing is complete for the corresponding provider.

The following steps need to have been performed by an IDoc Customizing expert in the transaction WE20 (SAP Easy Access menu: Tools ® Business Communication ® IDoc Basis ® IDoc ® Partner Profile).

A partner profile is set up for each provider with whom your organization wants to communicate via IDoc.

As the partner number, the provider number from the plan general data is specified. As the partner type, BP (Benefit Provider) is entered.

Within the partner profile, the following settings are made for the IDocs used:

Benefits Participation IDoc

Message type = BENREP

IDoc type = BENEFIT2

Benefits Retirement Plan IDoc

message type = BENRET

IDoc type = BENEFITRET1

Process code = BNRT (for inbound processing)

An extraction of payroll cumulations has taken place to update Retirement Plan Cumulations records (infotype 0602) with hours, earnings, and any contribution data for the period for which you are transferring data.

In the case of a partial TPA service scenario, service calculation has taken place for the period for which you are transferring data.

Features

Outbound IDoc

Both IDocs must be sent, and contain the following data:

Benefits Participation

Contains personal, administrative, and organizational data, and plan participation data (see Transfer of Data to Providers).

Benefits Retirement Plan

Contains data required for calculating service and projected benefits, for example, working hours and absence data, accumulated hours and earnings, and service information. Which information is actually transferred depends on whether your TPA provides a full or partial service.

Although the system generates two IDocs, it is in principle possible to merge them into one set of data before transferring them to the TPA. To do this, you require a customer-specific report.

Inbound IDoc

When the TPA has finished the calculation, the Benefits Retirement Plan IDoc is returned containing calculated service and/or projected benefits amounts, and you trigger inbound processing.

IDoc Segments Filled During Inbound and Outbound Processing

Segment Structure	Segments Filled When Sending	Segments Filled When Retrieving
Header Data	F / P	F / P
Member	F / P	F / P
Member - Working Time	If at least one plan F	-
Member - Absence Data	If at least one plan F	-
Member - Retirement Plans	F / P	F / P
Ret. Plan - Cumulation Amounts	F / P	-
Ret. Plan - Cumulated Hours	F	-
Ret. Plan - Service	F (man. adjust. only) / P	F
Ret. Plan - Projected Benefits	-	F / P

F = In case of full TPA service

P = In case of partial TPA service

You can find a detailed description of the IDocs structure and fields in transaction WE60 (SAP Easy Access menu: Tools ® Business Communication ® IDoc Basis ® Documentation ® IDoc Types).