Description
This page allows you to create a case nominee. Once you have selected the nominee, you must complete the create case nominee process by entering nominee details on the Create Case Nominee page.
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Fields
LabelTypeDescriptionMandatory
Case ParticipantCASE_PARTICIPANT_ROLE_IDThe case participant role.No
LabelTypeDescriptionMandatory
Participant
LabelTypeDescriptionMandatory
ParticipantNOMINEE_CONCERN_ROLE_TYPENo
ParticipantCONCERN_ROLE_IDNo
LabelTypeDescriptionMandatory
NameCONCERN_ROLE_NAMEThe name of the Case NomineeNo
ADDRESS_DATANo
Delivery PatternPRODUCT_DELIVERY_PATTERN_IDNominee preferred delivery pattern from the drop-down list of delivery patterns.No
LabelTypeDescriptionMandatory
TypePHONE_TYPE_CODEPhone number type that relates to a coded description of the phone number, e.g. business. Your system administrator can add a new phone number type via the Code Tables page (see "Code Tables" in the Cúram Administration Guide).No
Country CodePHONE_COUNTRY_CODEPhone number country code.No
Area CodePHONE_AREA_CODEPhone number area code.No
NumberPHONE_NUMBERRepresentative phone numberNo
ExtensionPHONE_EXTENSIONPhone number extension.No
LabelTypeDescriptionMandatory
Account NameBANK_ACCOUNT_NAMEAccount name registered on the bank account.No
Account NumberBANK_ACCOUNT_NUMBERRepresentative bank account type that relates to a coded description of the representative bank account, e.g. primary. Your system administrator can add representative bank account type via the Code Tables page (see "Code Tables" in the Cúram Administration Guide).No
Account TypeBANK_ACCOUNT_TYPE_CODERepresentative bank account type that relates to a coded description of the representative bank account, e.g. primary. Your system administrator can add representative bank account type via the Code Tables page (see "Code Tables" in the Cúram Administration Guide).No
Bank BranchBANK_SORT_CODESort code of the bank branch handling the bank account.No
Joint AccountCURAM_INDICATORThis field indicates whether or not the bank account is shared with another participant.No
LabelTypeDescriptionMandatory
Account NameBANK_ACCOUNT_NAMEAccount name registered on the bank account.No
Account TypeBANK_ACCOUNT_TYPE_CODERepresentative bank account type that relates to a coded description of the representative bank account, e.g. primary. Your system administrator can add representative bank account type via the Code Tables page (see "Code Tables" in the Cúram Administration Guide).No
IBANINTERNATIONAL_BANK_ACCOUNT_NUMBERInternational Bank account number. It is used to identify bank accounts domestically and internationally. No
BICBANK_ACCOUNT_SWIFT_BUSINESS_IDENTIFIER_CODEBusiness Identifier Code used to identify a specific financial institution. No
Account NumberBANK_ACCOUNT_NUMBERRepresentative bank account type that relates to a coded description of the representative bank account, e.g. primary. Your system administrator can add representative bank account type via the Code Tables page (see "Code Tables" in the Cúram Administration Guide).No
Bank BranchBANK_SORT_CODESort code of the bank branch handling the bank account.No
Joint AccountCURAM_INDICATORThis field indicates whether or not the bank account is shared with another participant.No
LabelTypeDescriptionMandatory
CurrencyCURRENCY_CODENominee preferred currency.No
Preferred OfficePUBLIC_OFFICE_LOCATION_IDPublic office most convenient for the nominee. To select a public office, press the Search button provided. Click the Select link on the appropriate row from the list of public offices displayed to select the nominee preferred public office.No
RelationshipNOMINEE_RELATIONSHIP_CODENominee relationship to the primary client of the case from the drop-down list of relationships, e.g., spouse. For primary client nominee details, this relationship is "self". Your system administrator can add a relationship 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.
SaveThe Save action creates a new record from the information entered on the page.
Save & Assign ComponentThe Save & Assign Component action creates a new record from the information entered on the page and then transfers you to the Nominee Component Assignment page.
Messages
When page is loaded
MessageMessage CatalogConfigurableConfigurable Validation Reference ID
%1s %2sLinkNo
%1s %2s (%3n)LinkNo
%1s %2s %3sLinkNo
%1s %2s %3s (%4n)LinkNo
An entity identifier cannot be null.LinkNo
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
More than entity of type '%1s' with key value '%2s' found in the cache.LinkNo
No database access is allowed at this point.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
%1s is deceased with a date of death of %2d and can not become a nominee to receive payments for this case.LinkYesbpocasenominee.err_casenominee_rv_deceased|a|
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|
A Case Nominee must be supplied.LinkNo
Account Number must be entered. When a Sort Code is entered an Account Number is also required.LinkNo
A client that is currently marked as a duplicate cannot be selected as a new case nominee.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 details must be supplied where delivery method is CHECK.LinkNo
A Destination must be entered.LinkNo
An account exists in this branch with this account number.LinkNo
An active organization structure must exist.LinkNo
An entity identifier cannot be null.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 Nominee cannot be added to a case with a status of Closed.LinkNo
A Nominee must be selected or newly registered.LinkNo
An organization object link record already exists for this %1s.LinkNo
A Participant must be entered.LinkNo
A Participant must be selected.LinkNo
A Participant with Reference Number %1s already exists.LinkNo
A Product Delivery Pattern must be supplied.LinkNo
A relationship of this type cannot be selected as this nominee is not the primary client.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 name of the shared account does not match the bank account name entered.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
Case start date must not be earlier than product delivery pattern start date - %1d.LinkNo
Concern role must be registered.LinkNo
Currency Type must be supplied.LinkNo
Destination Type must be entered.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
Effective from date of delivery pattern cannot be before case start date - %1d.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 be supplied.LinkNo
From Date must be supplied.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
More than entity of type '%1s' with key value '%2s' found in the cache.LinkNo
Multiple participant data cases found for concern role.LinkNo
New bank account 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 database access is allowed at this point.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
Only one Nominee can be selected or newly registered.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
Registration Date must be supplied.LinkNo
Relationship Type must be supplied.LinkNo
Representative name must be suppliedLinkNo
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 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 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 delivery pattern already exists on this 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 following errors occurred when entering the bank account: %1sLinkNo
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 login ID %1s does not map to a user name.LinkNo
The owner must be entered. LinkNo
The registration date must not be later than todayLinkNo
There is another active delivery pattern on the date %1d. Please select start date of new delivery pattern to be after %1d.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 supplied address data is empty.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 participant data case is enabled for persons/prospect persons.LinkNo
This delivery pattern is already a current delivery pattern for the nominee.LinkNo
This Participant already exists as a Case Nominee for this case.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 alter the Nominee's delivery pattern as the case has already been paid to %1d.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 do not have the required privileges to maintain this data.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