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Updated By |
Label | Type | Description | Mandatory |
Updated By | USER_NAME | | No |
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Beneficiary Details |
Label | Type | Description | Mandatory |
Beneficiary | FULL_NAME | You can select the beneficiary from the organization's registered persons. To select the beneficiary from the organization's registered persons, press the Search button to open the Person Search pop-up window. On the Person Search pop-up window, enter some or all of the person search criteria and press the Search button to search for persons with matching details. Click the Select link on the appropriate row from the list of persons displayed to select the beneficiary. The system automatically creates an additional case participant role of "beneficiary". | No |
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Other Details |
Label | Type | Description | Mandatory |
Start Date | CURAM_DATE | The date on which the beneficiary record starts. | No |
End Date | CURAM_DATE | The date on which the beneficiary record ends. | No |
Relationship of Grantor to Beneficiary | EVD_REL_GRANTOR_TO_BENEFICIARY_TYPE | The relationship between the grantor and the beneficiary from the drop-down list of relationships, e.g., parent or guardian. | No |
Accessible Value | CURAM_AMOUNT | The monetary value of the portion of the trust that is available to the beneficiary. | No |
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Comments |
Label | Type | Description | Mandatory |
Comments | COMMENTS | | No |
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