Description
This page allows you to modify a participant bank account. A bank account record holds details of a participant's bank account. It can also be used to set up electronic fund transfer (EFT) payments to or from the organization.
Page Preview
Page Flow Diagram
Click the diagram to manipulate and zoom. Traverse the diagram using Click-and-Drag motions. Fullscreen
Fields
LabelTypeDescriptionMandatory
Account NameBANK_ACCOUNT_NAMEName of the participant bank account.Yes
Account TypeBANK_ACCOUNT_TYPE_CODEBank account type, e.g., corporate current or corporate deposit. The bank account type relates to a coded description of the bank account. Your system administrator can add a bank account type via the Code Tables page (see "Code Tables" in the Cúram Administration Guide).Yes
Account NumberBANK_ACCOUNT_NUMBERSpecific bank account number in relation to the account name and bank branch where the account is held.No
Sort CodeBANK_SORT_CODEName of the bank branch for this bank account. You must search for this bank branch using the sort code for the bank branch. Bank branch sort codes are entered as part of system administration (see "Bank Branches" in the Cúram Administration Guide).No
FromCURAM_DATEPeriod of time from which the bank account is valid.Yes
ToCURAM_DATEPeriod of time to which the bank account is valid. Note that if a bank branch end date is set, the "to" date must not be later than this date. For more information on maintaining bank branches (see "Code Tables" in the Cúram Administration Guide).No
PrimaryCURAM_INDICATORThis field indicates whether or not the bank account is the participant's primary bank account. Note that if you are modifying a primary bank account, you cannot uncheck the primary indicator. To change the primary bank account, you must select another bank account to be the primary bank account.No
Joint AccountCURAM_INDICATORThis field indicates whether or not the bank account is shared with another participant.No
Account StatusBANK_ACCOUNT_STATUS_CODEThe status is "active", unless the record has been deleted, in which case, the status is "canceled".No
Account NameBANK_ACCOUNT_NAMEName of the participant bank account.Yes
Account TypeBANK_ACCOUNT_TYPE_CODEBank account type, e.g., corporate current or corporate deposit. The bank account type relates to a coded description of the bank account. Your system administrator can add a bank account type via the Code Tables page (see "Code Tables" in the Cúram Administration Guide).Yes
IBANINTERNATIONAL_BANK_ACCOUNT_NUMBERBusiness Identifier Code is used to identify a specific financial institution.No
BICSWIFT_BUSINESS_IDENTIFIER_CODEIBAN is the International Bank Account Number and it is used to identify bank accounts domestically and internationally.No
Account NumberBANK_ACCOUNT_NUMBERSpecific bank account number in relation to the account name and bank branch where the account is held.No
Sort CodeBANK_SORT_CODEName of the bank branch for this bank account. You must search for this bank branch using the sort code for the bank branch. Bank branch sort codes are entered as part of system administration (see "Bank Branches" in the Cúram Administration Guide).No
FromCURAM_DATEPeriod of time from which the bank account is valid.Yes
ToCURAM_DATEPeriod of time to which the bank account is valid. Note that if a bank branch end date is set, the "to" date must not be later than this date. For more information on maintaining bank branches (see "Code Tables" in the Cúram Administration Guide).No
PrimaryCURAM_INDICATORThis field indicates whether or not the bank account is the participant's primary bank account. Note that if you are modifying a primary bank account, you cannot uncheck the primary indicator. To change the primary bank account, you must select another bank account to be the primary bank account.No
Joint AccountCURAM_INDICATORThis field indicates whether or not the bank account is shared with another participant.No
Account StatusBANK_ACCOUNT_STATUS_CODEThe status is "active", unless the record has been deleted, in which case, the status is "canceled".No
Comments
LabelTypeDescriptionMandatory
CommentsCOMMENTSUser comments on this record.No
Links and Actions
Page Level Actions
LabelDescription
CancelThe Close 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
An Exception occurred as the timeout has been reached and the transaction has been rolled back.LinkNo
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 login ID %1s does not map to a user name.LinkNo
When page is submitted
MessageMessage CatalogConfigurableConfigurable Validation Reference ID
%1s %2s %3s %4sLinkNo
A bank account already exists for this client with this account number at the selected bank.LinkNo
A Case Member cannot be added to a case with a status of Closed.LinkYesbpocaseparticipantrole.err_case_status_closed|a|
Account Number must be entered. When a Sort Code is entered an Account Number is also required.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
An account exists in this branch with this account number.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 payment has been issued to this bank account therefore the modification cannot be applied. A new bank account should be created.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
At least IBAN and BIC or Account Number and Sort Code must be entered.LinkNo
Bank account details of a client that is currently marked as a duplicate cannot be modified.LinkNo
Bank account start and end dates must be in between bank branch start and end dates.LinkNo
BIC must be entered. When an IBAN is entered a BIC is also required.LinkNo
Business Process class %1s for plan of type %2c is not assignable to type %3s.LinkNo
Concern role must be registered.LinkNo
Duplicate branches with the same BIC found. Please contact the system administrator.LinkNo
Duplicate branches with the same sort code found. Please contact the system administrator.LinkNo
Either the organization object reference or user name must be entered.LinkNo
Entered Sort Code and BIC should belong to same bank branch.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
IBAN must be entered. When a BIC is entered an IBAN is also required.LinkNo
Multiple participant data cases found for concern role.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
Responsibility must be entered. LinkNo
Sensitivity must be supplied.LinkNo
Sort Code field must be entered.LinkNo
Sort Code must be entered. When Account Number is entered a Sort Code is also required.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 account name field is empty.LinkNo
The account number field is empty.LinkNo
The account type field is empty.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 bank account has been closed or the end date set. If there are payments scheduled to this Bank Account they will not be issued.LinkNo
The bank branch selected for this bank account is canceled. Please choose another bank branch.LinkNo
The BIC %1s does not exist.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 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 following errors occurred when entering the bank account: %1sLinkNo
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 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 sort code %1s does not exist.LinkNo
The subject must be entered.LinkNo
The to date must not be later than today.LinkNo
The to date of the primary bank account has passedLinkNo
This action cannot be carried out as no corresponding participant evidence record could be found.LinkNo
This action cannot be carried out as participant data case is enabled for persons/prospect persons.LinkNo
This bank account has been canceled and cannot be modified.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
User must be assigned to a position.LinkNo
You cannot add a bank account to a bank branch that has been canceled.LinkNo
You cannot add a bank account to a bank branch that has been closed.LinkNo
You cannot cancel the plan item as an actual start date has been entered. LinkNo
You cannot change a joint account type.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 modify a primary bank account when the bank account status is closed.LinkNo
You cannot modify the primary bank account so that it is no longer primary. Please select another bank account and make it the primary.LinkNo
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 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_modifyBankAccount
LocationC:\Users\david\dev\src\esystems-inc\Curam_V8_IS\webclient\components\core\Participant\BankAccount\Participant_modifyBankAccount.uim
Page Load InterfaceParticipant.readBankAccount, Participant.readIban
Page Submit InterfaceParticipant.modifyBankAccountWithTextSortCode
Linked From Pages