IRA/HSA/CESA Policy Data Exceptions
IRA/HSA/CESA Policy
The following data item from the IRA/HSA/CESA policy in OPPSA is moved to the
Organization (based on the Alias specified in the Conversion dropdown field and the name
in the oppsaOrganizationName response from Expere) in EZ Config Default Data. If the
Organization is not created within EZ Config Default Data, the conversion will NOT
convert the policy nor move the data. The "Policy Not Created - Data Not Moved" message
is provided.
Note: If the xpath does not exist in the OPPSA export (Expere removes any
blank values for oppsaOrganizationName), the data item is ignored.
/Txn/Deposit/IRAPlans/IRAPlan/OrgResponsibilityType
Refer to Appendix A: All Data Conversion Exceptions for a list of all data conversion exceptions.