While using a Lookup() function in the rule, the condition Effective Date has 2 options to select i.e "today" or "System Context.Effective Date".
System Context.Effective Date option doesn't consider the future effective date.
Successfactors - Employee Central
Reproducing the Issue
- Consider there are 2 benefits: Medical Insurance and Life Insurance.
- Customer's requirement is that Employee should be allowed to enroll only one of these two benefits. So eligibility rule will check if one of the benefits is already enrolled (May be effective from future) the other one will be ineligible.
- Most of the cases, benefits are effective from some future date/ period. So it is expected to determine the future enrolment record by looking up for future date. But currently in rule we can only fetch the records effective as of today.
This is expected behaviour currently. The system behavior is that it always fetches the current record that is effective as of today and doesn't consider the future dates.
The Product Management has confirmed that this is an enhancement.
Currently the Enhancement has no fix date, and is currently in discussion. You can track the release of this Enhancement by checking the release notes in each release for XAF-19568.
Please reach out to your CSM if tracking of XAF-19568 is required.
Rule System Context.Effective Date Lookup Effective XAF-19568 Today , KBA , LOD-SF-EC-RUL , Business Rules & Event Derivation , Problem