Description
This page allows you to view the external party home page. An external party is an individual or organization that interacts with the organization on behalf of another participant. External parties can assist with a participant's application for benefits.
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Fields
Name
LabelTypeDescriptionMandatory
External Party NameEXTERNAL_PARTY_NAMEExternal party name.No
Contact
LabelTypeDescriptionMandatory
AddressADDRESS_FORMATTED_DATAExternal party's address.No
Phone Number
LabelTypeDescriptionMandatory
Phone NumberPHONE_COUNTRY_CODENo
Phone NumberPHONE_AREA_CODENo
Phone NumberPHONE_NUMBERNo
Phone NumberPHONE_EXTENSIONNo
Details
LabelTypeDescriptionMandatory
TypeEXTERNAL_PARTY_TYPEExternal party type that relates to a coded description of the external party.No
End DateCURAM_DATEDate the external party record is closed on the system.No
Preferred CommunicationCOMMUNICATION_METHOD_CODEExternal party's preferred communication.No
Preferred LanguageLANGUAGE_CODEExternal party's preferred language.No
Registration DateCURAM_DATEExternal party's registration date within the organization.No
Verification IndicatorEXTERNAL_PARTY_VERIFICATION_INDIndicates whether members of the external party are allowed to provide verification items to the organization on behalf of the primary client. The verification indicator is only mandatory for an External Party of type CBO.No
Public OfficePUBLIC_OFFICE_NAMEPublic office most convenient for the external party.No
CurrencyCURRENCY_CODEExternal party's currency from the drop-down list of currencies.No
Payment FrequencyFREQUENCY_PATTERNFrequency indicating how often payment is issued to the external party.No
Method Of PaymentMETHOD_OF_DELIVERY_CODEThis field allows you to select which payment method, e.g., check, cash, or EFT should be used to pay the external party.No
Next Payment DateCURAM_DATENext date on which the payment is due to be issued to the external party.No
StatusEXTERNAL_PARTY_STATUSThe status is "active", unless the record has been deleted, in which case, the status is "canceled".No
Current Activities
LabelTypeDescriptionMandatory
Open TasksNUMBER_OF_TICKETSNumber of open tasks for the external party. You can view the external party task list page by clicking the tasks number.No
Comments
LabelTypeDescriptionMandatory
Comments COMMENTSUser comments on this record.No
Links and Actions
None
Messages
When page is loaded
MessageMessage CatalogConfigurableConfigurable Validation Reference ID
Address header information is missing or invalid.LinkNo
An Exception occurred as the timeout has been reached and the transaction has been rolled back.LinkNo
Invalid address layout type %1s specified in address header.LinkNo
No security implementation is supported for this transaction type. Please contact an Administrator.LinkNo
The end date of the primary address has passed.LinkNo
The end date of the primary alternative ID has passed.LinkNo
The end date of the primary phone number must not be in the past.LinkNo
The login ID %1s does not map to a user name.LinkNo
There is no primary address for this client.LinkNo
There was an error reading the primary address for this client.LinkNo
There was an error reading the primary alternative ID for this client.LinkNo
There was an error reading the primary phone number for this client.LinkNo
When page is submitted
None
Related Entities
Technical Information