Converting Semi Bundled plan to Daily Plan (Participant Web Dashboard)
We have encounted this issue multiple times over the years with no available resolution from FIS.
We have converted some plans from Semi Bundled to Daily and have converted to the daily environment where necessary in Web/VRU.
While access is available, the dashboard spins infinitely and never displays. This is the same for either the iJoin dashboard and the Relius Dashboard. The dashboard typically requires the first payroll, hire date, and birthdate. We have all of these.
Our only prior (and lengthy) resolution is to set the plan up like a new plan - being a long process once discovered.
Has anyone else encountered this and have a resolution / script / procedure to resolve?
Thanks
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After hours spent analyzing tables , comparing the good with the bad etc. etc. etc. the dashboard appeared with the following script courtesy of Jesse Piercy through the RANDUG group on LinkedIn.
Jesse wrote
We have seen this a good handful of times over the last 2-3 years. Check the PlanSettings CLOB and then search for "AcctBalElectOptCd".
If the value isn't there, need to run this script with the correct planid.
UPDATE PlanVoice SET PlanSettings = replace(PlanSettings,
'</PARTICIPANTSUMMARYDISPLAY>' ,'<AcctBalElectOptCd value="Y"
/></PARTICIPANTSUMMARYDISPLAY>') where planid='XXX'
Hope this resolves the issue for you. FIS has not been able to determine the cause of why this field is sometimes missing from the PlanSettings CLOB. It's shown up on plans we've set up from scratch as well as plans we've created using a copy from a plan template.