Description
This page allows you to view the details of a payment instrument. A payment instrument is a record of an actual payment that has been issued by the organization.
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Page Flow Diagram
Click the diagram to manipulate and zoom. Traverse the diagram using Click-and-Drag motions. Fullscreen
Fields
LabelTypeDescriptionMandatory
StatusFIN_INSTRUCTION_STATUS_CODEStatus of the payment instrument. A payment instrument's status changes according to case processing. For example, the status for a new payment instrument is 'issued'. When the payment instrument is cancelled, the status changes to 'cancelled'.No
Effective DateCURAM_DATEDate on which the payment instrument is effective from.No
CurrencyCURRENCY_CODECurrency of the payment.No
AmountCURAM_AMOUNTThe amount that is a debit against the line item.No
Details
LabelTypeDescriptionMandatory
NameCONCERN_ROLE_NAMEName of the primary client for the case. Note that you can view the appropriate participant home page by clicking on the participant's name.No
StatusFIN_INSTRUCTION_STATUS_CODEStatus of the payment instrument. A payment instrument's status changes according to case processing. For example, the status for a new payment instrument is 'issued'. When the payment instrument is cancelled, the status changes to 'cancelled'.No
Nominee NameNOMINEE_NAMEName of the individual who has been nominated to receive the payment. No
Nominee AddressADDRESS_FORMATTED_DATAAddress of the case nominee.No
Foreign CurrencyFOREIGN_CURRENCY_TEXTCurrency of the payment if that currency differs from the organization's base currency.No
Creation DateCURAM_DATEDate on which the payment instrument is generated.No
Payment MethodMETHOD_OF_DELIVERY_CODEMethod of payment, e.g. check, cash.No
Effective DateCURAM_DATEDate on which the payment instrument is effective from.No
Check NumberCHEQUE_NUMBERCheck number of a check receipt.No
Bank Account NumberBANK_ACCOUNT_NUMBERBank account number of the nominee's bank account.No
Voucher ReferenceVOUCHER_REFERENCE_NUMBERVoucher reference for a voucher payment instrument.No
Bank Sort CodeBANK_SORT_CODESort code of the bank branch handling the nominee's bank account.No
Ledger ReferenceLEDGER_NUMBERLedger number of a cash receipt.No
Amount
LabelTypeDescriptionMandatory
AmountCURRENCY_CODENo
AmountCURAM_AMOUNTNo
Links and Actions
Page Level Actions
LabelDescription
Cancel PaymentYou can press the Cancel Payment button to cancel the payment.
CloseClick here to dismiss this page and return to the previous page.
Regenerate PaymentYou can press the Regenerate Payment button to regenerate a canceled payment.
Expanded Row
LabelDescription
Link
Messages
When page is loaded
MessageMessage CatalogConfigurableConfigurable Validation Reference ID
Address data line %1n is not in correct format.LinkNo
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
Attempt to map a freeform address as a non-freeform.LinkNo
Invalid address layout type %1s specified in address header.LinkNo
Invalid Currency Exchange Rate value %1s for Currency type %2s.LinkNo
No details exist for the specified financial instruction %1s.LinkNo
No name tag specified in address data line %1n.LinkNo
The login ID %1s does not map to a user name.LinkNo
The method of payment type %1s is not supported and cannot exist as an instrument type on the system.LinkNo
When page is submitted
None
Related Entities
Technical Information