Description
This page allows you to modify a Trust evidence record.
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Page Flow Diagram
Click the diagram to manipulate and zoom. Traverse the diagram using Click-and-Drag motions. Fullscreen
Fields
LabelTypeDescriptionMandatory
Grantor ParticipantFULL_NAMEGrantor who established the trust 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
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
Trust Details
LabelTypeDescriptionMandatory
Trust TypeEVD_TRUST_TYPETrust type, e.g., burial or educational from the drop-down list of trust types. Your system administrator can add a new trust type via the Code Tables page (see "Code Tables" in the Cúram Administration Guide).Yes
Trust CategoryEVD_TRUST_CATEGORYTrust category from the drop-down list of trust categories, e.g., revocable, irrevocable. An irrevocable trust cannot be revoked by the grantor whereas a revocable trust can.Yes
Date EstablishedCURAM_DATEThe date on which the trust was created.Yes
End DateCURAM_DATEThe date on which the trust ends.No
Source of FundEVD_FUND_SOURCESource of the trust fund from the drop-down list of sources, e.g., grantor, grantor's spouse. This is the case participant whose funds or assets are used to establish the trust, for example, grantor or grantor's spouse.Yes
Trust ValueCURAM_AMOUNTThe monetary value of the funds or assets held in the trust.Yes
Amount Available to GrantorCURAM_AMOUNTThe monetary value of the portion of the trust value which is available to the grantor or a beneficiary.No
Established by WillCURAM_INDICATORSelect the Established by Will selection box to indicate if the trust was established by a will.No
Recoupment By StateCURAM_INDICATORSelect the Recoupment By State selection box to indicate if any amount remaining in the trust will be paid to the State upon the death of the individual, up to the amount of medical services paid by Medical Assistance.No
Grantor Details
LabelTypeDescriptionMandatory
Grantor TypeEVD_GRANTOR_TYPEGrantor type, e.g., organization, non-profit organization from the drop-down list of grantor types. Your system administrator can add a new grantor type via the Code Tables page (see "Code Tables" in the Cúram Administration Guide).No
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
An Exception occurred as the timeout has been reached and the transaction has been rolled back.LinkNo
Beneficiary - The total Accessible Value must not be greater than the total Trust Value.LinkNo
Business Process class %1s for product of type %2c is not assignable to type %3s.LinkNo
Could not validate Dates as no Participant details available.LinkNo
Exception instantiating hook for product of type %1c : %2s.LinkNo
No security implementation is supported for this transaction type. Please contact an Administrator.LinkNo
The Grantor must be registered in the system as an Employer a Service Supplier or a Product Provider when the Grantor Type is Non-Profit Organization.LinkNo
The Grantor must be registered in the system as a Person when the Grantor Type is Individual.LinkNo
The login ID %1s does not map to a user name.LinkNo
The Source of Fund must not be Grantor's Spouse when the Grantor Type is Non-Profit Organization.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
Trust - Amount Available to Grantor must be not be a negative value.LinkNo
Trust - Beneficiary evidence must be recorded for the Trust evidence record.LinkNo
Trust - Established date must not be later than end date.LinkNo
Trust - Income Trust Schedule evidence must be recorded for the Trust evidence record with Trust Type of Miller.LinkNo
Trust - The Date Established must be enteredLinkNo
Trust - The Date Established must not be earlier than the Grantor's Date of Birth. The Grantor's Date of Birth is %1d.LinkNo
Trust - The Date Established must not be later than today.LinkNo
Trust - The Participant must be selected.LinkNo
Trust - The Trust Value must be greater than zero.LinkNo
Trust - 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
Trust - This Trust record cannot be removed as there is a related Beneficiary record. To remove the Trust record you must first remove the related Beneficiary record.LinkNo
Trust - This Trust record cannot be removed as there is a related Income Trust Schedule record. To remove the Trust record you must first remove the related Income Trust Schedule record.LinkNo
Trust - This Trust record cannot be removed as there is a related Trustee record. To remove the Trust record you must first remove the related Trustee record.LinkNo
Trust - This Trust record cannot be removed as there is a related Trust Income record. To remove the Trust record you must first remove the related Trust Income record.LinkNo
Trust - Trustee evidence must be recorded for the Trust evidence record.LinkNo
Your search has exceeded the maximum limit for the number of records that can returned. Please narrow your search criteria.LinkNo
Related Entities
Technical Information
Page IDEVD_modifyTrustEvidence
LocationC:\Users\david\dev\src\esystems-inc\Curam_V8_IS\webclient\components\Evidence\Evidence\Trust\EVD_modifyTrustEvidence.uim
Page Load InterfaceEVDEvidenceMaintenance.listCaseParticipantWithoutDuplicates, EVDEvidenceMaintenance.readTrustEvidence
Page Submit InterfaceEVDEvidenceMaintenance.modifyTrustEvidence
Linked From Pages