Terminology

Below are regularly used terms in our documentation and within our PlanSource system.

Term	Definition
AE	Annual Enrollment
AIS	Account Information Specialist
AOR	Agent of Record
API	Application Programming Interface
API Terms of Service	Terms of use that must be accepted by a developer wanting to use PlanSource's API
Beneficiary	Person in a life insurance or annuity insurance contract that will receive the benefit in the event of the insured death
BOR	Broker of Record
CCR	Client Configuration Report
Client	Company using PlanSource as their benefits administrator provider
CoSources (Strategic Partner)	The broker does the configuration
Coverage	The amount of risk or liability that is covered for an individual or entity by way of insurance service
CRG	Client Requirements Guide
CRM	Client Relationship Manager
Dependent	Person (usually spouse or child) of an insured person who is eligible for insurance coverage
DOL	Department of Labor
Dual Enrollment	New hire is eligible for benefits in the current year ads well as the new plan year that is in open enrollment (they will need to walk through Both plan years to make elections)
EDI	Electronic Data Interchange (Data Team)
EOI	Evidence of Insurance
EULA	End User License Agreement - it's a license used for most software - contract between PS & the user (broker or client) - details how the software can & can't be used
FAR	Field Access Role
GI	Guaranteed Issue
GL	General Ledger
HCM	Human Capital Management
HRA	Health Reimbursement Arrangement
HRIS	Human Resources Information System
HRMS	Human Resources Management System
HRO	Human Resource Outsourcing
HSA	Health Savings Account
InfoCenter	Also referred to as PCMS or employee portal
IR	Initial Rights - also known as new hire notice or DOL notice - notices provided to the plan participants (the covered Employee, Spouse, and Dependents) informing them of their rights to elect COBRA Coverage
LE	Life Events
LOA	Leave of Absence
LTD	Long Term Disability
Meta	All data related to specific topic
OE	Open Enrollment
Onboarding	Transitions a client from Sales to Implementation
ONG	Ongoing
Outsourced	We do the configuration
Outsourced Indirect	Contract is direct with the broker
Outsourced Direct	Contact is direct with the client
PCMS	Also referred to as InfoCenter or employee portal or landing page
PEO	Professional Employer Organization
PEPM	Per Employee Per Month
PHI	Protected Health Information
Private Exchange	Marketplace is operated by brokers or insurance carriers that sell insurance products to consumers through an online enrollment platform
PS	PlanSource
PSA	PlanSource Advantage Partners (ex: Aetna, AmeriHealth, Anthem, Guardian, etc.)
Public Exchange	Formed as part of the US Health Care Reform, public exchanges are new platforms on a state level that will offer health coverage beginning in 2014 to individuals and small groups
SAAS	Software As A Service
Sandbox	Used by a developer or partner for testing of PlanSource's system integration with developer's/partner's organization
Sandbox Agreement	Contract between PlanSource and another organization describing terms of use on how they can use our sandbox for testing
SLA	Service Level Agreement
SME	Subject Matter Expert
SOP	Standard Operating Procedure
SOW	Statement of Work (Out of Scope)
SSO	Single Sign On
STD	Short Term Disability
Subscriber	Employee
System of Record	Authoritative data source for a given piece of information
TPA	Third Party Administrators
TSC	Technical Services Consultant
UI	User Interface
Wash Cycle	Specify the date ranges for any given month by which premium billing is determined. By default, no plan is assigned a wash cycle. If you need to assign a wash cycle to a plan, click on Wash Cycles to open the window and then select the appropriate cycle in the drop down list next to that plan