This article describes how to configure the AON Loan Feedback Split by Division moov. This moov is intended for AON plans where there are multiple divisions within a single plan. If your client's plan has multiple divisions then this is a precursor to the payroll platform moov configuration (PrismHR, UKG, etc.).
To adopt the AON Loan Feedback Split by Division moov, click on the moovs option on the left and click the ADD button in the upper right.
Then expand the 'Retirement - Retirement to Payroll' section, click on the 'AON Loan Feedback Split by Division' moov and click USE THIS MOOV by scrolling down to the bottom of the right sidenav.
In the moov configuration section, click the Add button to add a new client to the moov.
Client/Entity - either select an existing client or click the + sign to create a new client.
Status - Set to Active
Expected Frequency - the client's payroll frequency
File Name Starts With - AONCRP_OUTFDBKL_W_[AON Plan Id]
File Name Contains -
Note: make sure that the File Name Starts with field matches as this can cause issues pulling the AON feedback file and updating the payroll platform.
To ensure that the feedback files are pulled, you will need to automate the 360 integration by configuring the SFTP schedule. Click the SFTP banner under the Trigger - SFTP Pull Data Trigger step and click Add.
On the New SFTP Configuration section on the right, select the SFTP Pull option from the Premier Integration menu. Then select either "Every X weeks" or "On certain days of the month", depending on how often you would like detamoov to check for new feedback files. We recommend that you check for feedback files at least twice a week. In the example below, we have set up a schedule to check for files twice a week on Tuesday and Friday.
Click OK once you have created your SFTP configuration.
Overrides for Filter Step for each Division
To properly split the AON Loan Feedback file by Division, you will need to provide filter overrides for each division. For example, if our client's AON plan has three divisions that we expect in the feedback file, then we need to set filter overrides for the first three filter steps. If there are four divisions, then four filter overrides are needed, and so on.
To set a filter override, click on the Filter Overrides panel, click the ADD button.
Then select Filter 1: Division and click ADD OVERRIDE.
The default filter is set to filter out any record where the value is not 9999. You will need to replace the value 9999 with the Division you expect and click OK.
The above filter override will need to be repeated for each Division you expect in the feedback file. Any other Filter steps beyond the number of Divisions you expect should not be changed.
Here is a table showing the steps that need a filter override based on the number of Location Codes expected in the feedback file:
| # of Divisions | Filter Steps to Override |
| 2 | Step 4, 9 |
| 3 | Step 4, 9, 14 |
| 4 | Step 4, 9, 14, 19 |
| 5 | Step 4, 9, 14, 19, 24 |
Once you have provided a filter override for each Location Code, scroll to the bottom of the page and Click Next. Then click Save on the summary page.
Configure a client for the AON Loan Feedback to PrismHR moov
Each client Divisions will need to be separately configured for the AON Loan Feedback to PrismHR moov. To configure the divisions, click on moovs and click ADD. Then expand the 'Retirement - Retirement to Payroll' and select the AON Loan Feedback to PrismHR moov, then click USE THIS MOOV.
The AON Loan Feedback to PrismHR moov provides a notification once the moov is complete with a summary of the retirement plan and loan changes that were made in PrismHR. The notification can be sent to any email address you wish and can also be configured to send to multiple email addresses.
To edit the send file step, click on the cog icon under the Action - Send File step on the left. Then toggle the "Use default parameters" off and enter in the email addresses you would like to receive the notification. If you would like to enter multiple email addresses, separate them with a comma. A Reply to email is also required in the event that a recipient of the notification replies to the email.
Note: these settings apply to any client configuration you set up for this specific moov. You also have the ability to configure the send file step for each client configuration if you wish to add or remove email addresses per client.
To save your parameters click on the Save Changes button.
In the moov configuration section, click the Add button to add a new client to the moov.
Client/Entity - either select an existing client or click the + sign to create a new client.
Status - Set to Active
Expected Frequency - the client's payroll frequency
File Name Starts With - [Division]-[AON Plan Id]
File Name Contains - loan
Note: make sure that the File Name Starts with field matches as this can cause issues pulling the AON feedback file and updating PrismHR.
When using the AON Deduction Feedback Split by Division moov, the SFTP Pull Data Trigger step should NOT be configured. The banner under the SFTP panel should read 'Not yet configured'
When using the AON Deduction Feedback Split by Division moov, the Action - Decrypt step needs to always be skipped as the decryption occurs on the Split by Division moov.
To always skip decryption, locate the Action - Decrypt step and select the 'Always skip' option from the dropdown.
The PrismHR Plan ID is required for detamoov to update changes via their API. A field override is required to provide this as the Plan ID may be different from the Plan ID in PrismHR.
The PrismHR Plan ID can be found in Benefit Plan Maintenance/Retirement Plans:
To create a field override locate step 5 Action - Transform and expand the Field Overrides section.
NOTE: There are three separate Transform steps on the AON Loan Feedback to PrismHR moov. Make sure are you creating the field override on step 5 Action - Transform.
Then click the ADD button and select field 8: Plan ID and enter you the PrismHR Plan ID in the Override value field.
If detamoov receives a Loan in the feedback file, it is important to understand the relationship between the AON Loan Number and the TPA Loan Identifier field in PrismHR.
If an employee makes a change to an existing loan in AON, the AON Loan Number passed in the feedback file must match the TPA Loan Identifier fields in PrismHR. If these don't match, a new loan will be created for this employee instead of an update to the existing loan.
Configure the PrismHR Retirement 360 Step
To configure the PrismHR Retirement 360 step for you client, locate the Action - PrismHR Retirement 360 step, expand the PrismHR API panel and click ADD.
On the side panel that appears, select your PrismHR Premier Integration and enter in the Client Id associated with the Division used in the File Name Starts With Field when configuring the client above.
Optionally, you can toggle the 'Skip Employee Retirement Plan ID Validation' switch on. This is applicable when your client has multiple retirement plans inside PrismHR and you don't want detamoov to validate the Plan ID field for each employee. If this option is toggled on, detamoov will skip the validation of the employee retirement plan ID when updating existing deferrals and loans. Since most situations require retirement plan ID validation, this option is toggled off by default.
You can also enter in one or more email addresses in the Error Messages Email. If left blank, all detamoov users on your account will receive emails if the PrismHR Retirement 360 step fails.
Click OK to complete the PrismHR Retirement 360 configuration.
At the beginning of this article you configured the send file step for the moov to send a notification once the moov had completed. You also have the ability to configure the send file step for each client configuration if you wish to add or remove email addresses per client.
To override the send file step, locate the Action - Send File step and toggle the "Use default parameters" off and enter/remove email addresses from Email Address and Reply To fields. If you would like to enter multiple email addresses, separate them with a comma.
To complete the configuration for your client, click the Next button at the bottom of the page and then the Save button on the moov summary page.
