Description
This page allows you to modify a Annuity evidence record.
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Page Flow Diagram
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Fields
LabelTypeDescriptionMandatory
Annuity TypeEVD_ANNUITY_TYPEAnnuity type, e.g., immediate or long-term from the drop-down list of annuity types. Your system administrator can add a new annuity type via the Code Tables page (see "Code Tables" in the Cúram Administration Guide).Yes
Annuity CategoryEVD_ANNUITY_CATEGORYAnnuity category from the drop-down list of annuity categories, e.g., revocable, irrevocable. An irrevocable annuity cannot be revoked by the purchaser whereas a revocable annuity can.Yes
Date EstablishedCURAM_DATEThe date on which the annuity was created.Yes
End DateCURAM_DATEThe date on which the annuity ends.No
Source of FundsEVD_SOURCE_OF_FUNDSource of the annuity fund from the drop-down list of sources, e.g., annuitant, annuitant's spouse, other. This is the case participant whose funds or assets are used to establish the annuity, for example, annuitant or annuitant's spouse.Yes
Annuity ValueCURAM_AMOUNTThe monetary value of the funds or assets held in the annuity.Yes
Recoupment By StateCURAM_INDICATORSelect the Recoupment By State selection box to indicate if any amount remaining in the annuity will be paid to the State upon the death of the individual, up to the amount of medical services paid by Medical Assistance.No
Change Details
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
Institution Details
LabelTypeDescriptionMandatory
Institution TypeEVD_ANNUITY_INSTITUTION_TYPEInstitution type, e.g., bank, insurance company from the drop-down list of institution types. Your system administrator can add a new institution type via the Code Tables page (see "Code Tables" in the Cúram Administration Guide).Yes
Institution Participant
LabelTypeDescriptionMandatory
Institution ParticipantFULL_NAMEInstitution who established the annuity from the drop-down list of case participants. Note that the system displays the primary alternative ID of each of the case participants displayed on the drop-down list. In the US, the primary alternative ID is the social security number (SSN).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 the institution from the drop-down list of case participants. The system automatically creates an additional case participant role of "Institution".No
LabelTypeDescriptionMandatory
Institution
LabelTypeDescriptionMandatory
InstitutionEVD_SEARCH_PARTICIPANT_TYPENo
InstitutionPARTICIPANT_ROLE_IDNo
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
Annuity - At least one Annuity Beneficiary evidence record must be recorded for every Annuity record.LinkNo
Annuity - At least one Annuity Income evidence record must be recorded for every Annuity record.LinkNo
Annuity - At least one Ownership evidence record must be recorded for every Annuity record.LinkNo
Annuity - The Annuity Category must be entered.LinkNo
Annuity - The Annuity Institution Type must be entered.LinkNo
Annuity - The Annuity Type must be entered.LinkNo
Annuity - The Annuity Value must be greater than zero.LinkNo
Annuity - The Date Established must be entered.LinkNo
Annuity - The Date Established must not be later than the End Date.LinkNo
Annuity - The Date Established must not be later than today.LinkNo
Annuity - The Institute Participant must be specified.LinkNo
Annuity - The Source of Funds must be entered.LinkNo
Annuity - This %1c record cannot be selected for removal as there is a related %2c record. To remove the %1c record you must also select the related %2c record.LinkNo
An organization object link record already exists for this %1s.LinkNo
A Participant with Reference Number %1s already exists.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
Business Process class %1s for product of type %2c is not assignable to type %3s.LinkNo
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
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
Exception instantiating hook for product 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
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 name tag specified in address data line %1n.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
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 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 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 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 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 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 login ID %1s does not map to a user name.LinkNo
The owner 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 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 %1c record cannot be discarded as there is a related %2c record. To discard the %3c record you must first discard/remove the related %4c record.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
Your search has exceeded the maximum limit for the number of records that can returned. Please narrow your search criteria.LinkNo
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_modifyAnnuityEvidence
LocationC:\Users\david\dev\src\esystems-inc\Curam_V8_IS\webclient\components\Evidence\Evidence\Annuity\EVD_modifyAnnuityEvidence.uim
Page Load InterfaceEVDEvidenceMaintenance.listCaseParticipantWithoutDuplicates, EVDEvidenceMaintenance.readAnnuityEvidence
Page Submit InterfaceEVDEvidenceMaintenance.modifyAnnuityEvidence
Linked From Pages