Description
This page allows you to modify external party details. 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.
Page Preview
Page Flow Diagram
Click the diagram to manipulate and zoom. Traverse the diagram using Click-and-Drag motions. Fullscreen
Fields
LabelTypeDescriptionMandatory
External Party NameEXTERNAL_PARTY_NAMEExternal party name.Yes
Registration DateCURAM_DATEExternal party's registration date within the organization. The default value of the registration date is the date the external party is registered on the system.Yes
TypeEXTERNAL_PARTY_TYPEExternal party type that relates to a coded description of the external party.Yes
End DateCURAM_DATEDate the external party record is closed on the system.No
Preferred CommunicationCOMMUNICATION_METHOD_CODEExternal party's preferred communication from the drop-down list of communication methods. Your system administrator can add a communication method to this drop-down list via the Code Tables page (see "Code Tables" in the Cúram Administration Guide).No
Preferred LanguageLANGUAGE_CODEExternal party's preferred language.No
Public OfficePUBLIC_OFFICE_LOCATION_IDPublic office most convenient for the external party. To select the public office most convenient for the external party, press the Search button. Click the Select link on the appropriate row from the list of public offices displayed to select a public office.No
Verification IndicatorEXTERNAL_PARTY_VERIFICATION_INDSelect the Verification selection box if members of the external party organization are allowed to provide verification items to the agency on behalf of the primary client. The verification indicator is only mandatory for an External Party of type CBO.No
StatusEXTERNAL_PARTY_STATUSStatus of the external party record. The status is active until the external party end date. On and after this "end date", the status is closed.No
Payments
LabelTypeDescriptionMandatory
Payment FrequencyFREQUENCY_PATTERNFrequency indicating how often payment is issued to the external party. To select a frequency, press the Select Payment Frequency Pattern button. From the Select a Frequency pattern pop-up window, select the recurrence frequency, e.g., weekly, and the day (or days) on which payment is issued to the external party. Click OK to confirm this frequency or click Cancel to cancel the frequency information.No
CurrencyCURRENCY_CODEExternal party's currency from the drop-down list of currencies. Your system administrator can add a new currency via the Code Tables page (see "Code Tables" in the Cúram Administration Guide).No
Next Payment DateCURAM_DATENext date for payment of the external party. The system automatically updates this data according to the payment frequency.No
Method Of PaymentMETHOD_OF_DELIVERY_CODEPayment method type, e.g., check, cash or EFT are used to pay the external party.No
Comments
LabelTypeDescriptionMandatory
CommentsCOMMENTSUser comments on this record.No
Links and Actions
Page Level Actions
LabelDescription
CancelThe Cancel action dismisses the page.
SaveThe Save action updates the record using the information entered on the page.
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
MessageMessage CatalogConfigurableConfigurable Validation Reference ID
%1s %2s %3s %4sLinkNo
%1s has no address and cannot receive communications. You must supply an address.LinkNo
A Case Member cannot be added to a case with a status of Closed.LinkYesbpocaseparticipantrole.err_case_status_closed|a|
A communication date must be provided if the status is changed to Sent.LinkNo
Active participant data case already exists for this concern role.LinkNo
Actual cost cannot be modified as this plan item is associated with a product deliveryLinkNo
Actual end date must be greater than actual start date and equal to or less than todays date. LinkNo
Address data line %1n is not in correct format.LinkNo
Address details of a client that is currently marked as a duplicate cannot be deleted.LinkNo
Address header information is missing or invalid.LinkNo
Address type must not be blank.LinkNo
An active organization structure must exist.LinkNo
An address must be selected or a new address entered but not both.LinkNo
An Exception occurred as the timeout has been reached and the transaction has been rolled back.LinkNo
An exception occurred in the print stream - Failed to get the expected response from the XML server: %1sLinkNo
An expected outcome has not been defined for this plan item. Please contact your administrator.LinkNo
An organization object link record already exists for this %1s.LinkNo
A phone area code must be entered.LinkNo
A phone number must be specified when phone number type is specified.LinkNo
A phone number type must be specified when phone number is specified.LinkNo
A public office with a status of 'Closed' cannot be selected.LinkNo
A public office with status of 'Canceled' cannot be selected.LinkNo
A singleton SELECT returned multiple records.LinkNo
Assigned role of case owner for Case %1s of type %2s for %3s.LinkNo
Assigned role of case reviewer for Case %1s of type %2s for %3s by %4s.LinkNo
Assigned role of case supervisor for Case %1s of type %2s for %3s.LinkNo
A suitable pro forma template could not be found while sending '%1s'.LinkNo
Attempt to map a freeform address as a non-freeform.LinkNo
Business Process class %1s for plan of type %2c is not assignable to type %3s.LinkNo
Case status with corresponding case ID %1s was not found.LinkNo
Concern role must be registered.LinkNo
Either the organization object reference or user name must be entered.LinkNo
Exception instantiating hook for plan of type %1c : %2s.LinkNo
Expected end date cannot be modified if an actual end date has been entered. LinkNo
Expected start date cannot be modified if an actual start date has been entered. LinkNo
Failed to get a response from the XML server.LinkNo
From date field cannot be blank.LinkNo
From date must be specified.LinkNo
From date must not be later than the to date.LinkNo
From date must not be later than to date.LinkNo
If the correspondent is not the client the correspondent type must not be of type Client.LinkNo
If the correspondent is not the primary client the correspondent type must not be of type Client.LinkNo
If the correspondent is the client then the correspondent type must be Client.LinkNo
If the correspondent is the primary client then the correspondent type must be Client.LinkNo
Invalid address layout type %1s specified in address header.LinkNo
Last Name is not available for the Prospect Person. Please enter the Last Name from the Prospect Person home page.LinkNo
Multiple participant data cases found for concern role.LinkNo
New address details cannot be added for a client that is currently marked as a duplicate.LinkNo
New communication details cannot be added for a client that is currently marked as a duplicate.LinkNo
New tasks cannot be added for a client that is currently marked as a duplicate.LinkNo
No Active participant data case exists for this concern role.LinkNo
No case event records found for case ID %1s.LinkNo
No case owner can be assigned as no potential case owner identified has an active position.LinkNo
No name tag specified in address data line %1n.LinkNo
No security implementation is supported for this transaction type. Please contact an Administrator.LinkNo
One of either Add To My Tasks or Assign To must be entered but not both.LinkNo
Participant data case cannot be created for %1s concern role type.LinkNo
Participant data case cannot be resolved for %1s concern role type.LinkNo
Participant role ID must be specified.LinkNo
Phone details must contain both a phone number and a phone type.LinkNo
Pro forma template ID %1s was not found.LinkNo
Responsibility must be entered. LinkNo
Sensitivity must be supplied.LinkNo
Start date must be specified.LinkNo
System configuration error - Unable to retrieve system user details from the database. Please contact your system administrator.LinkNo
The actual start date must be earlier than actual end date. LinkNo
The actual start date must be entered. LinkNo
The actual start date must be equal to or earlier than today. LinkYesbpoplanneditem.err_serviceplan_plan_item_xrv_actual_start_date_not_on_or_before_current_date|a|
The address data line index %1n is out of range (%2n - %3n).LinkNo
The assignee you have chosen does not match the assignee type chosen. Please search for assignee again.LinkNo
The case owner type configured is invalid. Please configure this before continuing.LinkNo
The case owner type configured is invalid. Please configure this before continuing.LinkNo
The Case Participant Role start date must not be earlier than the Case start date - %1d.LinkYesbpocaseparticipantrole.err_caseparticipantrole_xfv_from_date_caseheader_from_date|a|
The Case Participant Role start date must not be later than the Case end date - %1d.LinkYesbpocaseparticipantrole.err_caseparticipantrole_xfv_to_date_caseheader_end_date|a|
The Case Participant Role start date must not be later than the Case end date - %1d.LinkYesbpocaseparticipantrole.err_caseparticipantrole_xfv_from_date_caseheader_end_date|a|
The Case Participant Role start date must not be later than the end date.LinkNo
The class '%1s' does not implement the interface curam.util.events.impl.EventFilter and therefore is not as an event filter.LinkNo
The class '%1s' does not implement the interface curam.util.events.impl.EventHandler therefore is not an event handler.LinkNo
The deadline date and time must be in the future.LinkNo
The deadline is too far in the future and can not be stored correctlyLinkNo
The document cannot be printed as it is in an unexpected format. Please contact your system administrator.LinkNo
The document cannot be printed as it is in an unexpected format. Please contact your system administrator.LinkNo
The end date must be before %1s end date - %2d.LinkNo
The end date must not be earlier than the registration date.LinkNo
The end date must not be later than today.LinkNo
The End Date of an external party must not be earlier than the End Date of any of its related external party offices.LinkNo
The end date of the primary address has passed.LinkNo
The estimated cost cannot be edited after the Plan Item has been approved LinkNo
The estimated cost cannot have a negative value the amount must be zero or more.LinkNo
The estimated cost cannot have a negative value the amount must be zero or more.LinkNo
The event filter: '%1s' could not be instantiated.LinkNo
The event handler: '%1s' could not be instantiated.LinkNo
The expected start date must be earlier than the expected end date.LinkNo
The external party is 'Closed' and cannot be modified.LinkNo
The external party name must be entered.LinkNo
The external party type must be entered.LinkNo
The external user reference has not been configured. Please configure this before continuing.LinkNo
The external user type has not been configured. Please configure this before continuing.LinkNo
The Key Server cache and the Key Server database values are out of sync and therefore this record cannot be inserted. LinkNo
The list of XML server host names and ports must be equal.LinkNo
The login ID %1s does not map to a user name.LinkNo
The owner must be entered. LinkNo
There are no closure details on this caseLinkNo
The registration date must be entered.LinkNo
The registration date must not be later than today.LinkNo
The Registration Date of an external party must not be later than the Start Date of any of its related external party offices.LinkNo
There was a problem closing the socket to the XMLServer.LinkNo
The sensitivity level cannot be higher than that of proposed owner.LinkNo
The sensitivity level must be at least equal to that of the selected sub-goal.LinkYesbpoplanneditem.err_serviceplan_plan_item_xrv_subgoal_sensitivity|a|
The specified data set type is not recognized.LinkNo
The specified template could not be found.LinkNo
The start date must be after the date of birth of %1s of %2d.LinkNo
The start date must be after the registration date of %1s of %2d.LinkNo
The start date must be before %1s end date - %2d.LinkNo
The subject must be entered.LinkNo
The supplied address data is empty.LinkNo
The verification indicator value must be selected when an external party of type %1s is selected.LinkNo
This %1s is in receipt of a third party deduction on %2s.LinkNo
This action cannot be carried out as participant data case is enabled for persons/prospect persons.LinkNo
This communication cannot be previewed/printed as this case has never been closed.LinkNo
This communication cannot be previewed/printed as this case has not been unsuspended.LinkNo
This communication cannot be previewed/printed as this case is not closed.LinkNo
This communication cannot be previewed/printed as this case is not suspended.LinkNo
This Participant already exists as Primary Client for this case. LinkNo
This Participant already has a role as %1c for this case.LinkNo
This record has already been deleted.LinkNo
This task cannot be created as you currently have an active task allocation blocking period and you have specified the task should be added to your My Tasks list.LinkNo
This task cannot be created as you currently have an active task redirection period and you have specified that the task should be added to your My Tasks list.LinkNo
This task cannot be created because the user %1s is currently being blocked from the allocation of new task.LinkNo
To date must not be later than today.LinkNo
User must be assigned to a position.LinkNo
You cannot cancel the plan item as an actual start date has been entered. LinkNo
You cannot change the expected outcome as an actual start date has been entered. LinkYesbpoplanneditem.err_serviceplan_plan_item_fv_expected_outcome_no_modify|a|
You can not delete a plan item outcome as the subgoal outcome is already set.LinkNo
You cannot delete the primary address. Please assign a different primary address before attempting to remove this address.LinkNo
You cannot delete the primary address. Please create another address and assign it as the primary address before attempting to delete this address.LinkNo
You cannot enter actual start date as plan item status is unapproved or submitted. LinkNo
You cannot enter a good cause value until the outcome value is set to not attained. LinkYesbpoplanneditem.err_serviceplan_plan_item_fv_good_cause_no_modify|a|
You cannot modify this record as it has been deleted.LinkNo
You cannot set outcome to attained or not attained until an actual end date is specified. LinkYesbpoplanneditem.err_serviceplan_plan_item_fv_outcome_no_modify|a|
You do not have access to this case note.LinkNo
You do not have appropriate privileges to perform this operation for this plan item.LinkNo
You do not have the appropriate privileges to view the selected plan item.LinkNo
You have been assigned as the owner of the %1s Plan Item belonging to the %2s Sub-Goal.LinkNo
You have been assigned as the owner of the %1s Plan Item for Service Plan ID %2n.LinkNo
You have been assigned as the user responsible for the %1s Plan Item belonging to the %2s Sub-Goal.LinkNo
You have been assigned as the user responsible for the %1s Plan Item for Service Plan ID %2n.LinkNo
You have been assigned the role of case owner for case %1s by %2s. %3sLinkNo
You have been assigned the role of case reviewer for case %1s by %2s.LinkNo
You have been assigned the role of case supervisor for case %1s by %2s. %3sLinkNo
You have selected %1c as the communication method. %2s has a communication exception for this method.LinkNo
You may not perform this operation as the service plan is closed.LinkNo
You must enter an expected end date LinkNo
You must enter an expected start date LinkNo
You must specify a plan item name LinkNo
You must specify a planned sub goalLinkNo
You must supply a correspondent name for this communication.LinkNo
Workflows
When page is loaded
None
When page is submitted
WorkflowDescription
COMMUNICATIONSFORDUPLICATECLIENTNotifies the case owner of a case that a communication has been created within the case for a case participant that is a duplicate client.
CURAMSTANDARDCASETASKThis workflow process is a generic workflow process that is used to create standard tasks for a case within the following functional areas - Milestone Delivery, Income Screening, and Service Planning.
DEFAULTCASENOTIFICATIONDefault Case Notification Workflow - Allocates the Notification to the specified user
DEFAULTNOTIFICATIONDefault Notification Workflow - Allocates the Notification to the specified user
Related Entities
Technical Information
Page IDExternalParty_modifyExternalParty
LocationC:\Users\david\dev\src\esystems-inc\Curam_V8_IS\webclient\components\core\ExternalParty\ExternalParty\Maintenance\ExternalParty_modifyExternalParty.uim
Page Load InterfaceExternalParty.readExternalPartyHomePageDetails
Page Submit InterfaceExternalParty.modifyExternalParty
Linked From Pages