Description
This page allows you to modify a client's details.
Page Preview
Page Flow Diagram
Click the diagram to manipulate and zoom. Traverse the diagram using Click-and-Drag motions. Fullscreen
Fields
LabelTypeDescriptionMandatory
Client's Preferred LanguageLANGUAGE_CODEClient's preferred language from the drop-down list of languages. Your system administrator can add a preferred language to this drop-down list via the Code Tables page (see "Code Tables" in the Cúram Administration Guide).No
Preferred Public OfficePUBLIC_OFFICE_LOCATION_IDName of the public office most convenient for the person.No
Preferred CommunicationCOMMUNICATION_METHOD_CODEClient's preferred communication.No
Communication From DateCURAM_DATEClient's communication from date.No
Communication To DateCURAM_DATEClient's communication to date.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
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
When page is submitted
MessageMessage CatalogConfigurableConfigurable Validation Reference ID
%1s %2s %3s %4sLinkNo
%1s has no email address and cannot receive email communications. You must supply an email address.LinkNo
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
Address data line %1n is not in correct format.LinkNo
Address header information is missing or invalid.LinkNo
Address line 'Apt/suite' is too long (%1n)- maximum allowed is 256.LinkNo
Address line 'City' is too long (%1n)- maximum allowed is 256.LinkNo
Alternate name details of a client that is currently marked as a duplicate cannot be modified.LinkNo
Alternate name details of a client that is currently marked as a duplicate cannot be modified.LinkNo
An active organization structure must exist.LinkNo
An attachment receipt date cannot be later than today.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
A non-standard address was created or modified.LinkNo
An organization object link record already exists for this %1s.LinkNo
A person cannot have more than one %1c name.LinkNo
A prospect person cannot have more than one %1s name.LinkNo
A public office with office 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
Attempt to map a freeform address as a non-freeform.LinkNo
Both first forename and surname must not be blank.LinkNo
Both first name and last name must be at least 1 character long.LinkNo
Business Process class %1s for plan of type %2c is not assignable to type %3s.LinkNo
Communication details of a client that is currently marked as a duplicate cannot be modified.LinkNo
Concern role end date must not be earlier than the start date of any active relationship for the concern role.LinkNo
Concern role must be registered.LinkNo
Contacts of a client that is currently marked as a duplicate cannot be modified.LinkNo
Date of birth cannot be later than the start date of any active relationship.LinkNo
Date of Birth must be entered if the Date of Birth Verification is selected.LinkNo
Date of death cannot be earlier than the start date of any active relationship.LinkNo
Date of Death must be entered if the Date of Death Verification is selected.LinkNo
Either file location and reference or file attachment must be entered.LinkNo
Either file location and reference or file attachment must be entered.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
External Document System is not configuredLinkNo
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
Gender must be specified.LinkNo
Invalid address layout type %1s specified in address header.LinkNo
Invalid version number %1s specified in address header.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 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
Pro forma template ID %1s was not found.LinkNo
Registration date must be specified.LinkNo
Registration date must not be earlier than person date of birth.LinkNo
Registration date must not be later than the start date of any active relationship for the concern role.LinkNo
Registration date must not be later than today.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 for this address is too long.LinkNo
The address data line index %1n is out of range (%2n - %3n).LinkNo
The address record with ID %1n is marked as non-modifiable and therefore cannot be modified.LinkNo
The assignee you have chosen does not match the assignee type chosen. Please search for assignee again.LinkNo
The birth country must be entered.LinkNo
The cancellation of the embedded attachment failed with message '%1s'.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 contact name must contain at least 2 characters.LinkNo
The date for this communication must not be in the future.LinkNo
The date of death must not be a future date.LinkNo
The date of death must not be earlier than the date of birth.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 delivery pattern selected for the case has no value on %1d. Please select a different delivery pattern for this periodLinkNo
The details of a client that is currently marked as a duplicate cannot be modified.LinkNo
The end date for the contact cannot be later than the client's end date.LinkNo
The end date for the contact cannot be later than their own end date.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 forename must be at least 1 character long.LinkNo
The from date for the contact must be entered.LinkNo
The Key Server cache and the Key Server database values are out of sync and therefore this record cannot be inserted. LinkNo
The limit on Birth Last Name has been exceeded by %1n character(s).LinkNo
The limit on First Name has been exceeded by %1n character(s).LinkNo
The limit on Last Name has been exceeded by %1n character(s).LinkNo
The limit on Mother's Birth Last Name has been exceeded by %1n character(s).LinkNo
The login ID %1s does not map to a user name.LinkNo
The marital status must be entered.LinkNo
The nationality must be entered.LinkNo
The owner must be entered. LinkNo
The Payment Frequency Currency Type and Payment Method must be entered as active deductions exist for this '%1c'.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 for the contact cannot be later than the client's end date.LinkNo
The start date for the contact cannot be later than their own end date.LinkNo
The start date for the contact must be no earlier than the client's start date.LinkNo
The start date for the contact must be no earlier than their own start date.LinkNo
The status of the %1s has changed from %2s to %3s.LinkNo
The subject must be entered.LinkNo
The supplied address data is empty.LinkNo
This %1s is in receipt of a third party deduction on %2s.LinkNo
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 Participant already exists as Primary Client for this case. LinkNo
This Participant already has a role as %1c for this case.LinkNo
This person does not have a registered name. Please add a registered name before continuing.LinkNo
This prospect person does not have a registered name. Please add a registered name before continuing.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
To send an email the senders email address must be specified. At the moment neither the current User or the organization has a valid email address that can be used as the senders email. Please update one of these email addresses before trying to send this email. Note that in the case of the User it is the business email address that is used and not the personal email address.LinkNo
User %1s has created or modified a non-standard address (ID %2n).LinkNo
User must be assigned to a position.LinkNo
You can't delete a registered name.LinkNo
You cannot alter this client's sensitivity to one that is higher than your own.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 cannot change the type of the registered name.LinkNo
You cannot change the type of the registered name.LinkNo
You can not delete a plan item outcome as the subgoal outcome is already set.LinkNo
You cannot delete a registered name.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 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 provide the fax number for this communication.LinkNo
You must provide the phone number for this communication.LinkNo
You must select a pro forma type for this communication.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
You must supply a forename for the prospect person.LinkNo
You must supply a from date for this communication.LinkNo
You must supply a name for the prospect person.LinkNo
You must supply a name type for person.LinkNo
You must supply a name type for the prospect person.LinkNo
You must supply a subject for this communication.LinkNo
You must supply both a forename and a surname.LinkNo
You must supply freeform text for this communication.LinkNo
You should provide either file location and reference or file attachment but not both.LinkNo
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
NONDEFAULTADDRESSLAYOUTNOTIFICATIONNotifies a user's supervisor if the user creates or modifies an address and the address has a non-default address layout (depending on environment settings).
Related Entities
Technical Information
Page IDPerson_evidenceModifyClient
LocationC:\Users\david\dev\src\esystems-inc\Curam_V8_IS\webclient\components\core\Person\Evidence\ClientDetails\Person_evidenceModifyClient.uim
Page Load InterfacePerson.readClientEvidence
Page Submit InterfacePerson.modifyClientEvidence
Linked From Pages