Description
This page allows you to view a Trust evidence record.
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Fields
LabelTypeDescriptionMandatory
Updated OnCURAM_DATETIMEThe date on which the last update was made to the evidence.No
Received DateCURAM_DATEThe date on which the evidence was received.No
Effective Date of ChangeCURAM_DATEDate which the evidence becomes effectiveNo
Change ReasonEVIDENCE_CHANGE_REASONThe reason for the evidence change.No
Approval RequestedCURAM_INDICATORApproval RequestedNo
StatusEVIDENCE_DESCRIPTOR_STATUSThe Status of the evidence.No
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
Approval Status
LabelTypeDescriptionMandatory
Approval StatusAPPROVAL_REQUEST_STATUS_CODENo
Updated By
LabelTypeDescriptionMandatory
Updated ByUSER_NAMENo
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).No
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.No
Date EstablishedCURAM_DATEThe date on which the trust was created.No
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.No
Trust ValueCURAM_AMOUNTThe monetary value of the funds or assets held in the trust.No
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
None
Messages
When page is loaded
MessageMessage CatalogConfigurableConfigurable Validation Reference ID
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
When page is submitted
None
Related Entities
When page is loaded
CaseParticipantRole
ConcernRole
EvidenceDescriptor
Person
ProspectPerson
Representative
When page is submitted
None
Technical Information
Page IDEVD_viewTrustEvidenceSnapshot
LocationC:\Users\david\dev\src\esystems-inc\Curam_V8_IS\webclient\components\Evidence\Evidence\Trust\EVD_viewTrustEvidenceSnapshot.uim
Page Load InterfaceEVDEvidenceMaintenance.readTrustEvidence
Page Submit Interface
Linked From Pages