Description
This page allows you to view a Trustee evidence record.
Page Preview
Page Flow Diagram
Click the diagram to manipulate and zoom. Traverse the diagram using Click-and-Drag motions. Fullscreen
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
Trustee TypeEVD_TRUSTEE_TYPETrustee type from the drop-down list of trustee types, e.g., "individual", "non-profit organization". Your system administrator can add a new trustee type via the Code Tables page (see "Code Tables" in the Cúram Administration Guide). No
Determine DistributionsCURAM_INDICATORSelect the Determine Distributions selection box if the amount distributed from the trust is determined by the trustee.No
Start DateCURAM_DATEThe date on which the trustee record starts.No
End DateCURAM_DATEThe date on which the trustee record ends.No
Approval Status
LabelTypeDescriptionMandatory
Approval StatusAPPROVAL_REQUEST_STATUS_CODENo
Updated By
LabelTypeDescriptionMandatory
Updated ByUSER_NAMENo
Trustee Details
LabelTypeDescriptionMandatory
Trustee ParticipantFULL_NAMETrustee participant who manages 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
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_viewTrusteeEvidenceSnapshot
LocationC:\Users\david\dev\src\esystems-inc\Curam_V8_IS\webclient\components\Evidence\Evidence\Trustee\EVD_viewTrusteeEvidenceSnapshot.uim
Page Load InterfaceEVDEvidenceMaintenance.readTrusteeEvidence
Page Submit Interface
Linked From Pages