Health Care Dependent Summary page lists inappropriate benefit plans and dependents

1. Why Health Care Dependent Summary page lists inappropriate benefit plans?
2. Why Health Care Dependent Summary page lists dependents from previous coverage?
3. Why some of the dependents, benefit plans in 'Health Care Dependent Summary' page in PeopleSoft 8.9 are not getting listed in PeopleSoft 9.0 and above?

The answer to all these questions is one except it slightly differs for the third question and answered at last.

Issue: 

If an employee had Family coverage for a Health Plan in a previous coverage record and has single coverage on his/her current record, his/her former dependents and plans are listed on the page Health Care Dependent Summary page(W3EB_DEPSMRYBYNM). It appears to be an issue with the view W3EB_SUMBYNM_VW used in this page.

This is a PeopleSoft delivered bug in PeopleSoft HRMS Benefits and was previously published as Customer Connection Solution 200760858.

Solution for versions above HRMS 9.0:

Not required as this has been corrected in higher versions of PeopleSoft HRMS.

Solution(from Oracle Support) for HRMS 8.9:

Report # 674361000 has been opened to be addressed by development and was resolved for HRMS 8.9:

Update Id  689727 - HRMS 8.9 Bundle #13

One Customer's fix:
Customer modified the view W3EB_SUMBYNM_VW by adding the code below to get the current effdt from the table PS_HEALTH_BENEFIT.

Here is the modified SQL for the view - W3EB_SUMBYNM_VW...

SELECT A.EMPLID
, B.EMPL_RCD
, B.PLAN_TYPE
, A.DEPENDENT_BENEF
, B.EFFDT
, C.BENEFIT_PLAN
, A.NAME
, A.RELATIONSHIP
FROM PS_DEPENDENT_BENEF A
, PS_HEALTH_DEPENDNT B
, PS_HEALTH_BENEFIT C
WHERE A.EMPLID = B.EMPLID
AND A.DEPENDENT_BENEF = B.DEPENDENT_BENEF
AND B.EMPLID=C.EMPLID
AND B.EMPL_RCD=C.EMPL_RCD
AND B.COBRA_EVENT_ID = C.COBRA_EVENT_ID
AND B.PLAN_TYPE=C.PLAN_TYPE
AND B.BENEFIT_NBR = C.BENEFIT_NBR
AND B.EFFDT = C.EFFDT
AND C.COVERAGE_ELECT = 'E'
AND C.EFFDT = (
SELECT MAX(C1.EFFDT)
FROM PS_HEALTH_BENEFIT C1
WHERE C1.EMPLID = C.EMPLID
AND C1.PLAN_TYPE = C.PLAN_TYPE
AND C1.EFFDT <=GETDATE())

**********************************

Another workaround from the Incident:

In FUNCLIB_W3EB.FILL_SCROLL_PB.FieldFormula

In the function Fill_View_Scroll inside this when section:

When = Panel.W3EB_DEPSMRYBYNM
&RSLevel0 = GetLevel0();
&RSDepSum = &RSLevel0(1).GetRowset(Scroll.W3EB_SUMBYNM_VW);
&RSDepSum.Flush();

/* Remove the following */

&RSDepSum.Select(Record.W3EB_SUMBYNM_VW, "WHERE EMPLID = :1 AND EFFDT
= (SELECT MAX(S.EFFDT) FROM PS_W3EB_SUMBYNM_VW S WHERE S.EMPLID = :1 AND
S.PLAN_TYPE = PS_W3EB_SUMBYNM_VW.PLAN_TYPE AND S.EFFDT <= %DATEIN(:2)) ",
%EmployeeId, DERIVED_W3EB.ASOFDATE);

/* Replace with this instead */

&RSDepSum.Select(Record.W3EB_SUMBYNM_VW, "WHERE EMPLID = :1 AND EFFDT
= (SELECT MAX(S.EFFDT) FROM PS_HEALTH_BENEFIT S WHERE S.EMPLID = :1 AND
S.PLAN_TYPE = PS_W3EB_SUMBYNM_VW.PLAN_TYPE AND S.EFFDT <= %DATEIN(:2)) ",
%EmployeeId, DERIVED_W3EB.ASOFDATE);

Why some of the dependents, benefit plans in 'Health Care Dependent Summary' page in PeopleSoft 8.9 are not getting listed in PeopleSoft 9.0 and above?

The dependent/Benefit plans displayed in 9.0 and 9.1 is correct and those displayed in 8.9 is incorrect. PeopleSoft HRMS8.9 carried a delivered bug and the issue has not been corrected by the customer in PeopleSoft 8.9 by one of the suggested methods by PeopleSoft. In release 9.0 and above, the issue was corrected by PeopleSoft. Hence one could see additional benefit plans and dependents (from previous coverage record) in PeopleSoft 8.9 when they should not be actually displayed.