To create a pension BI report that shows the referable amounts for a specific year, you need to make adjustments to the Pen Pension Person Merge.
To do this, follow the steps below in back office.
In the CorePension Business Area, open the Pen Pension Person Merge folder.
Add the SPS Pension Icy pension lcy or SPS Lump Sum lcy fields to the report.
These fields return the pension and lump sum referable amounts for the last calendar year. The last calendar year is based on the calculation date of the benefit statement.
For example, to return the pension or lump sum referable amounts for 2019, add a condition to ensure the report only returns rows with a calculation date of 31-DEC-2019.