Description
This header displays information regarding the various stages of evidence.
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Fields
LabelTypeDescriptionMandatory
Received DateCURAM_DATEThe date on which the evidence was received.Yes
Change ReasonEVIDENCE_CHANGE_REASONThe change reason helps the reason for evidence correction. No
Effective Date of ChangeCURAM_DATEDate which the evidence becomes effectiveNo
ValueCURAM_AMOUNTMonetary value of the loan.Yes
Amount OwedCURAM_AMOUNTMonetary amount that is owed to the institution who lent the loan. As mentioned above, for loan and note liquid resource types, the system performs calculations to ensure that the household member is scheduled to pay back the loan/note in full. The system compares the total amount owed to the projected total repayment amount. The total repayment amount is calculated using the repayment amount, the repayment frequency, and the repayment period (which is from the repayment start date to the repayment end date or life expectancy date). If the amounts do not match, and the household member appears to be short in his or her repayments, then the system will initiate preprocessing for sanctions.No
Date ReceivedCURAM_DATEDate loan received.Yes
End DateCURAM_DATEDate loan ended.No
Loan Details
LabelTypeDescriptionMandatory
Loan TypeEVD_LOAN_TYPELoan type from the drop-down list of loan types, e.g., loans, promissory notes, educational. The system performs special calculations for the loan in order to determine whether or not the household member is likely to pay the loan/note back in full. If the household member is not paying the loan back in full, then the system initiates preprocessing for sanctions. For more information, see the repayment field descriptions below. Your system administrator can add a new loan type via the Code Tables page (see "Code Tables" in the Cúram Administration Guide).No
Loan/Note Repayment Term Details
LabelTypeDescriptionMandatory
Repayment AmountCURAM_AMOUNTMonetary value of the repayment amount that the household member will pay to the institution who provided the loan or note. The household member must continue to pay this amount to the institution based on the repayment frequency until the amount owed for the loan or note is paid in full. To determine whether or not the repayment amount is sufficient to repay the total amount owed, the system multiples the repayment amount by the repayment frequency over the total repayment period and compares it to the amount owed. Note that if no repayment end date is provided, then the system determines the household member's life expectancy and uses that as the default repayment end date. If the household member is not paying back the loan in full, the system will initiate preprocessing for sanctions. Yes
Repayment FrequencyFREQUENCY_CODE_STATICFrequency at which the repayment amount is paid to the institution from the drop-down list of frequencies, e.g. bi-weekly, monthly. As mentioned above, the system uses this frequency to determine the total repayment amount.No
Repayment Start DateCURAM_DATEDate on which the loan/note repayment period begins. The repayment start date and repayment end date, if available, define the repayment period used to calculate the total repayment amount, as described above. If no repayment end date is entered, then the system determines the household member's life expectancy and uses this to determine the repayment period.Yes
Repayment End DateCURAM_DATEDate on which the loan/note repayment period ends. The repayment start date and repayment end date define the repayment period used to calculate the total repayment amount, as described above.No
Term Assurance On DeathCURAM_INDICATORIf the balance of the loan/note is to be cleared on the death of the participant, select the Term Assurance On Death check box.No
Institution Details
LabelTypeDescriptionMandatory
Institution ParticipantFULL_NAMEIf the liquid resource institution is a case participant, you can select the institution from the drop-down list of case participants. The system automatically creates an additional case participant role of institution.No
AddressADDRESS_DATAThe address of the representative. No
Phone Area CodePHONE_AREA_CODEThe area code of the representative. No
Phone NumberPHONE_NUMBERThe phone number of the representative. No
LabelTypeDescriptionMandatory
Institution ParticipantCASE_PARTICIPANT_ROLE_IDIf the institution is a case participant, you can select them from the drop-down list of case participants. The system automatically creates an additional case participant role of "Institution".No
LabelTypeDescriptionMandatory
InstitutionSERVICE_SUPPLIER_IDYou can select the institution from the organization's registered participants. To do this, press the Search button to open the Search pop-up window. On the Search pop-up window, enter some or all of the search criteria and press the Search button to search for individuals or organizations with matching details. Click the Select link on the appropriate row from the list of participants displayed to select the medical service provider.The system automatically creates an additional case participant role of "Institution".No
LabelTypeDescriptionMandatory
Institution NameFIRST_FORENAMENo
Comments
LabelTypeDescriptionMandatory
CommentsCOMMENTSNo
Links and Actions
Page Level Actions
LabelDescription
CancelGeneric help message for cancel actions
SaveGeneric help message for save actions
Messages
When page is loaded
MessageMessage CatalogConfigurableConfigurable Validation Reference ID
%1s %2sLinkNo
%1s %2s (%3n)LinkNo
%1s %2s %3sLinkNo
%1s %2s %3s (%4n)LinkNo
An Exception occurred as the timeout has been reached and the transaction has been rolled back.LinkNo
An Exception occurred as the timeout has been reached and the transaction has been rolled back.LinkNo
No security implementation is supported for this transaction type. Please contact an Administrator.LinkNo
No security implementation is supported for this transaction type. Please contact an Administrator.LinkNo
When page is submitted
MessageMessage CatalogConfigurableConfigurable Validation Reference ID
%1s %2s %3s %4sLinkNo
%1s Details must be provided.LinkNo
A bank account already exists for this client with this account number at the selected bank.LinkNo
A Case Member cannot be added to a case with a status of Closed.LinkYescaseparticipantrole.err_participantrole_member_added_case_closed|a|
A Case Member cannot be added to a case with a status of Closed.LinkYesbpocaseparticipantrole.err_case_status_closed|a|
Account Number must be entered. When a Sort Code is entered an Account Number is also required.LinkNo
A client that is currently marked as a duplicate cannot be assigned as a new case member.LinkNo
Active participant data case already exists for this concern role.LinkNo
Actual cost cannot be modified as this plan item is associated with a product deliveryLinkNo
Actual end date must be greater than actual start date and equal to or less than todays date. LinkNo
Address data line %1n is not in correct format.LinkNo
Address header information is missing or invalid.LinkNo
An account exists in this branch with this account number.LinkNo
An active organization structure must exist.LinkNo
An Exception occurred as the timeout has been reached and the transaction has been rolled back.LinkNo
An expected outcome has not been defined for this plan item. Please contact your administrator.LinkNo
An organization object link record already exists for this %1s.LinkNo
A Participant with Reference Number %1s already exists.LinkNo
ApplicationLinkNo
A row identifier cannot be null.LinkNo
A singleton SELECT returned multiple records.LinkNo
Assigned role of case owner for Case %1s of type %2s for %3s.LinkNo
Assigned role of case reviewer for Case %1s of type %2s for %3s by %4s.LinkNo
Assigned role of case supervisor for Case %1s of type %2s for %3s.LinkNo
At least IBAN and BIC or Account Number and Sort Code must be entered.LinkNo
Attempt to map a freeform address as a non-freeform.LinkNo
Bank account name of the shared account does not match the bank account name entered.LinkNo
Bank account start and end dates must be in between bank branch start and end dates.LinkNo
BIC must be entered. When an IBAN is entered a BIC is also required.LinkNo
Business Process class %1s for plan of type %2c is not assignable to type %3s.LinkNo
caseLinkNo
Concern role must be registered.LinkNo
Duplicate branches with the same BIC found. Please contact the system administrator.LinkNo
Duplicate branches with the same sort code found. Please contact the system administrator.LinkNo
Effective DateLinkNo
Either the organization object reference or user name must be entered.LinkNo
Entered Sort Code and BIC should belong to same bank branch.LinkNo
Exception instantiating hook for plan of type %1c : %2s.LinkNo
Expected end date cannot be modified if an actual end date has been entered. LinkNo
Expected start date cannot be modified if an actual start date has been entered. LinkNo
For Participant evidence a caseID or participantID must be specified.LinkNo
From date field cannot be blank.LinkNo
From date must be specified.LinkNo
From date must not be later than the to date.LinkNo
From date must not be later than to date.LinkNo
IBAN must be entered. When a BIC is entered an IBAN is also required.LinkNo
Institution ParticipantLinkNo
Invalid address layout type %1s specified in address header.LinkNo
Multiple participant data cases found for concern role.LinkNo
New bank account details cannot be added for a client that is currently marked as a duplicate.LinkNo
New tasks cannot be added for a client that is currently marked as a duplicate.LinkNo
No Active participant data case exists for this concern role.LinkNo
No case owner can be assigned as no potential case owner identified has an active position.LinkNo
No database access is allowed at this point.LinkNo
No name tag specified in address data line %1n.LinkNo
No row manager set which contains the optimistic lock.LinkNo
No security implementation is supported for this transaction type. Please contact an Administrator.LinkNo
One of either Add To My Tasks or Assign To must be entered but not both.LinkNo
Only one %1s can be entered. Please search for a registered %1s or enter details for an unregistered %1s.LinkNo
Participant data case cannot be created for %1s concern role type.LinkNo
Participant data case cannot be resolved for %1s concern role type.LinkNo
Participant role ID must be specified.LinkNo
Person recordLinkNo
Phone Area Code must be entered when Phone Number is entered.LinkNo
Phone Number must be entered when Phone Area Code is entered.LinkNo
Registration Date must be supplied.LinkNo
Representative name must be suppliedLinkNo
Responsibility must be entered. LinkNo
Sensitivity must be supplied.LinkNo
Sort Code field must be entered.LinkNo
Sort Code must be entered. When Account Number is entered a Sort Code is also required.LinkNo
Start date must be specified.LinkNo
System configuration error - Unable to retrieve system user details from the database. Please contact your system administrator.LinkNo
The %1s Address must be entered when the %1s Name is entered.LinkNo
The %1s Name must be entered when any of the %1s details are entered.LinkNo
The account name field is empty.LinkNo
The account number field is empty.LinkNo
The account type field is empty.LinkNo
The action cannot be performed as elements of the data were previously associated with different evidence for this client.LinkNo
The actual start date must be earlier than actual end date. LinkNo
The actual start date must be entered. LinkNo
The actual start date must be equal to or earlier than today. LinkYesbpoplanneditem.err_serviceplan_plan_item_xrv_actual_start_date_not_on_or_before_current_date|a|
The address data line index %1n is out of range (%2n - %3n).LinkNo
The assignee you have chosen does not match the assignee type chosen. Please search for assignee again.LinkNo
The bank branch selected for this bank account is canceled. Please choose another bank branch.LinkNo
The BIC %1s does not exist.LinkNo
The case owner type configured is invalid. Please configure this before continuing.LinkNo
The case owner type configured is invalid. Please configure this before continuing.LinkNo
The Case Participant Role start date must not be earlier than the Case start date - %1d.LinkYesbpocaseparticipantrole.err_caseparticipantrole_xfv_from_date_caseheader_from_date|a|
The Case Participant Role start date must not be later than the Case end date - %1d.LinkYesbpocaseparticipantrole.err_caseparticipantrole_xfv_to_date_caseheader_end_date|a|
The Case Participant Role start date must not be later than the Case end date - %1d.LinkYesbpocaseparticipantrole.err_caseparticipantrole_xfv_from_date_caseheader_end_date|a|
The Case Participant Role start date must not be later than the end date.LinkNo
The change received date cannot be later than the current date.LinkNo
The change received date must not be earlier than the received date.LinkNo
The class '%1s' does not implement the interface curam.util.events.impl.EventFilter and therefore is not as an event filter.LinkNo
The class '%1s' does not implement the interface curam.util.events.impl.EventHandler therefore is not an event handler.LinkNo
The deadline date and time must be in the future.LinkNo
The deadline is too far in the future and can not be stored correctlyLinkNo
The description is not displayed due to required information being unavailable.LinkNo
The end date cannot be before the start date.LinkNo
The estimated cost cannot be edited after the Plan Item has been approved LinkNo
The estimated cost cannot have a negative value the amount must be zero or more.LinkNo
The estimated cost cannot have a negative value the amount must be zero or more.LinkNo
The event filter: '%1s' could not be instantiated.LinkNo
The event handler: '%1s' could not be instantiated.LinkNo
The evidence change type must be specified.LinkNo
The evidence type must be specified.LinkNo
The expected start date must be earlier than the expected end date.LinkNo
The external user reference has not been configured. Please configure this before continuing.LinkNo
The external user type has not been configured. Please configure this before continuing.LinkNo
The following errors occurred when entering the bank account: %1sLinkNo
The following item(s) require verification: %1s.LinkNo
The identification details entered already exist for another %1c. Please correct the details or review for duplicate %1c details.LinkNo
The Key Server cache and the Key Server database values are out of sync and therefore this record cannot be inserted. LinkNo
The logically equivalent configuration's XML rule could not be parsed.LinkNo
The login ID %1s does not map to a user name.LinkNo
The owner must be entered. LinkNo
The received date cannot be later than the current date.LinkNo
The received date must be entered.LinkNo
The registration date must not be later than todayLinkNo
The sensitivity level cannot be higher than that of proposed owner.LinkNo
The sensitivity level must be at least equal to that of the selected sub-goal.LinkYesbpoplanneditem.err_serviceplan_plan_item_xrv_subgoal_sensitivity|a|
The sort code %1s does not exist.LinkNo
The start date must be entered.LinkNo
The subject must be entered.LinkNo
The supplied address data is empty.LinkNo
The to date must not be later than today.LinkNo
The to date of the primary bank account has passedLinkNo
The VerificationController class cannot be found.LinkNo
The VerificationController class cannot be instantiated.LinkNo
This action cannot be carried out as participant data case is enabled for persons/prospect persons.LinkNo
This Participant already exists as Primary Client for this case. LinkNo
This Participant already has a role as %1c for this case.LinkNo
This task cannot be created as you currently have an active task allocation blocking period and you have specified the task should be added to your My Tasks list.LinkNo
This task cannot be created as you currently have an active task redirection period and you have specified that the task should be added to your My Tasks list.LinkNo
This task cannot be created because the user %1s is currently being blocked from the allocation of new task.LinkNo
To date must not be later than today.LinkNo
User must be assigned to a position.LinkNo
You cannot add a bank account to a bank branch that has been canceled.LinkNo
You cannot add a bank account to a bank branch that has been closed.LinkNo
You cannot cancel the plan item as an actual start date has been entered. LinkNo
You cannot change the expected outcome as an actual start date has been entered. LinkYesbpoplanneditem.err_serviceplan_plan_item_fv_expected_outcome_no_modify|a|
You can not delete a plan item outcome as the subgoal outcome is already set.LinkNo
You cannot enter actual start date as plan item status is unapproved or submitted. LinkNo
You cannot enter a good cause value until the outcome value is set to not attained. LinkYesbpoplanneditem.err_serviceplan_plan_item_fv_good_cause_no_modify|a|
You cannot set outcome to attained or not attained until an actual end date is specified. LinkYesbpoplanneditem.err_serviceplan_plan_item_fv_outcome_no_modify|a|
You do not have appropriate privileges to perform this operation for this plan item.LinkNo
You do not have the appropriate privileges to view the selected plan item.LinkNo
You have been assigned as the owner of the %1s Plan Item belonging to the %2s Sub-Goal.LinkNo
You have been assigned as the owner of the %1s Plan Item for Service Plan ID %2n.LinkNo
You have been assigned as the user responsible for the %1s Plan Item belonging to the %2s Sub-Goal.LinkNo
You have been assigned as the user responsible for the %1s Plan Item for Service Plan ID %2n.LinkNo
You have been assigned the role of case owner for case %1s by %2s. %3sLinkNo
You have been assigned the role of case reviewer for case %1s by %2s.LinkNo
You have been assigned the role of case supervisor for case %1s by %2s. %3sLinkNo
You may not perform this operation as the service plan is closed.LinkNo
You must enter an expected end date LinkNo
You must enter an expected start date LinkNo
You must specify a plan item name LinkNo
You must specify a planned sub goalLinkNo
Workflows
When page is loaded
None
When page is submitted
WorkflowDescription
CURAMSTANDARDCASETASKThis workflow process is a generic workflow process that is used to create standard tasks for a case within the following functional areas - Milestone Delivery, Income Screening, and Service Planning.
DEFAULTCASENOTIFICATIONDefault Case Notification Workflow - Allocates the Notification to the specified user
DEFAULTNOTIFICATIONDefault Notification Workflow - Allocates the Notification to the specified user
Related Entities
Technical Information
Page IDEVD_addToCaseLoanEvidence_sa
LocationC:\Users\david\dev\src\esystems-inc\Curam_V8_IS\webclient\components\Evidence\Evidence\Loan\EVD_addToCaseLoanEvidence_sa.uim
Page Load InterfaceEVDEvidenceMaintenance.listCaseParticipantWithoutDuplicates, EVDEvidenceMaintenance.readLoanEvidence
Page Submit InterfaceEVDEvidenceMaintenance.incomingAddToCaseLoanEvidence
Linked From Pages