| Label | Type | Description | Mandatory |
| Updated On | CURAM_DATETIME | The date on which the last update was made to the evidence. | No |
| Effective Date of Change | CURAM_DATE | Date which the evidence becomes effective | No |
| Approval Requested | CURAM_INDICATOR | Approval Requested | No |
| Value | CURAM_AMOUNT | Monetary value of the loan. | No |
| Amount Owed | CURAM_AMOUNT | Monetary 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 Received | CURAM_DATE | Date loan received. | No |
| End Date | CURAM_DATE | Date loan ended. | No |
|
| Updated By |
| Label | Type | Description | Mandatory |
| Updated By | USER_NAME | | No |
|
|
|
| Loan Details |
| Label | Type | Description | Mandatory |
| Loan Type | EVD_LOAN_TYPE | Loan 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 |
| Label | Type | Description | Mandatory |
| Repayment Amount | CURAM_AMOUNT | Monetary 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. | No |
| Repayment Frequency | FREQUENCY_CODE_STATIC | Frequency 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 Date | CURAM_DATE | Date 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. | No |
| Repayment End Date | CURAM_DATE | Date 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 Death | CURAM_INDICATOR | If 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 |
| Label | Type | Description | Mandatory |
| Institution Participant | FULL_NAME | If 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 |
|
| Comments |
| Label | Type | Description | Mandatory |
| Comments | COMMENTS | | No |
|
