Description
This page allows you to merge one or more phone numbers from a duplicate record to the master record. A master record is the valid record to be used by case processing. If the organization registers the same individual more than once, any conflicting or additional information recorded can be merged from the duplicate record to the master record as required. For example, if two phone numbers exist on the master record and an additional or more up to date phone number exists on the duplicate record, you can select the additional phone number and merge it to the master record. This essentially copies the additional phone number to the master record.
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Fields
Phone Numbers
LabelTypeDescriptionMandatory
TypePHONE_TYPE_CODEPhone number type, e.g., business or mobile.No
Area CodePHONE_AREA_CODEPhone number area code.No
PhonePHONE_NUMBERParticipant phone number.No
ExtensionPHONE_EXTENSIONParticipant phone number extension.No
StatusRECORD_STATUS_CODEThe status is "active", unless the record has been deleted, in which case, the status is "canceled".No
Merge Phone Numbers
LabelTypeDescriptionMandatory
TypePHONE_TYPE_CODEPhone number type, e.g., business or mobile.No
Area CodePHONE_AREA_CODEPhone number area code.No
PhonePHONE_NUMBERParticipant phone number.No
ExtensionPHONE_EXTENSIONParticipant phone number extension.No
StatusRECORD_STATUS_CODEThe status is "active", unless the record has been deleted, in which case, the status is "canceled".No
Select
LabelTypeDescriptionMandatory
Links and Actions
Page Level Actions
LabelDescription
SaveThe Save action creates a new record from the information entered on the page.
Expanded Row for: Phone Numbers
LabelDescription
Link
Expanded Row for: Merge Phone Numbers
LabelDescription
Link
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
The end date of the primary phone number must not be in the past.LinkYesbpomaintainconcernrolephone.err_concernroleephone_fv_date_passed|a|
When page is submitted
MessageMessage CatalogConfigurableConfigurable Validation Reference ID
%1s %2s %3s %4sLinkNo
A Case Member cannot be added to a case with a status of Closed.LinkYesbpocaseparticipantrole.err_case_status_closed|a|
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
An active organization structure must exist.LinkNo
An Exception occurred as the timeout has been reached and the transaction has been rolled back.LinkNo
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 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
Business Process class %1s for plan of type %2c is not assignable to type %3s.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
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
Multiple participant data cases found for concern role.LinkNo
New phone 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 owner can be assigned as no potential case owner identified has an active position.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 number invalid. Phone number cannot be blank.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 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 end date must be before %1s end date - %2d.LinkNo
The end date of the primary phone number 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 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 login ID %1s does not map to a user name.LinkNo
The owner must be entered. LinkNo
The phone number %1s already exists for %2s.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 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
This action cannot be carried out as participant data case is enabled for persons/prospect persons.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 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
Type must be entered.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 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 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 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 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
Workflows
When page is loaded
None
When page is submitted
WorkflowDescription
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 IDParticipant_mergePhoneNumbers
LocationC:\Users\david\dev\src\esystems-inc\Curam_V8_IS\webclient\components\core\Participant\ClientMerge\Participant_mergePhoneNumbers.uim
Page Load InterfaceClientMerge.listPhoneNumbersForMerge
Page Submit InterfaceClientMerge.mergePhoneNumbers
Linked From PagesMerge Duplicate (Participant_mergePhoneNumbers)