Description
This page allows you to enter an external party's details in order to register the external party on the system. 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
Reference NumberALTERNATE_IDExternal party reference number.No
TypeEXTERNAL_PARTY_TYPEExternal party type that relates to a coded description of the external party. Your system administrator can add a new external party type via the Code Tables page (see "Code Tables" in the Cúram Administration Guide).Yes
External Party NameEXTERNAL_PARTY_NAMEExternal party name.Yes
Address
LabelTypeDescriptionMandatory
Address Data ADDRESS_DATAExternal party address.No
Phone
LabelTypeDescriptionMandatory
TypePHONE_TYPE_CODEPhone number type, e.g, business personal.No
Country CodePHONE_COUNTRY_CODEPhone number country code.No
Area CodePHONE_AREA_CODEPhone number area code.No
Local NumberPHONE_NUMBERExternal party's local phone number.No
ExtensionPHONE_EXTENSIONLocal phone number extension.No
Payment Details
LabelTypeDescriptionMandatory
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
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
FrequencyFREQUENCY_PATTERNFrequency indicating how often payment is issued to the external party. To select a frequency, press the Set Frequency Pattern button. From the Set a Frequency pop-up window, select the recurrence frequency, e.g., weekly and day of the week on which payment is issued to the external party. Press the OK button to confirm this frequency or press the Cancel button to cancel the frequency information.No
Details
LabelTypeDescriptionMandatory
Registration DateCURAM_DATEThe date on which the external party was registered with the organization.Yes
Verification IndicatorEXTERNAL_PARTY_VERIFICATION_INDSelect the Verification selection box if the external party can collect verification items required by the organization on behalf of the primary client. The verification indicator is only mandatory for an External Party of type CBO.No
Preferred LanguageLANGUAGE_CODEThe preferred language of the external party.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
Preferred CommunicationCOMMUNICATION_METHOD_CODEThe preferred communication method for the external party from the drop-down list of communication methods. Your system administrator can add a new communication method to this drop-down list via the Code Tables page (see "Code Tables" in the Cúram Administration Guide).No
Links and Actions
Page Level Actions
LabelDescription
CancelThe Cancel action dismisses the page.
PreviousThe Previous button allow you to go back to the previous screen.
SavePress the Register button to register the external party.
Messages
When page is loaded
None
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 Participant with Reference Number %1s already existsLinkNo
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 administrator 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 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 identification details entered already exist for another %1c. Please correct the details or review for duplicate %1c details.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
The owner must be specified.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
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 '%1c' is already the current owner for this client.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
This user is already the current owner for this client.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_register
LocationC:\Users\david\dev\src\esystems-inc\Curam_V8_IS\webclient\components\core\ExternalParty\ExternalParty\Register\ExternalParty_register.uim
Page Load Interface
Page Submit InterfaceExternalParty.registerExternalParty
Linked From PagesConfirm External Party Not Already Registered (ExternalParty_duplicateRegistrationCheck)