Description
This page allows you to create a liability product. A liability product is used by the organization to receive payment from an eligible participant. One example of a liability product would be a benefit overpayment case, where the organization has overpaid a benefit recipient. A case based on this product would result in a deduction from the recipient's future benefits.
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Fields
Details
LabelTypeDescriptionMandatory
NameWIZARD_PRODUCT_NAMELiability product name.Yes
TypePRODUCT_TYPE_CODELiability product type, e.g. liability overpayment, employer bill.No
Specify if OtherWIZARD_PRODUCT_TYPEDefine New Product TypeNo
Start DateCURAM_DATEStart date of the period during which the liability product is offered by the organization.Yes
End DateCURAM_DATELast date of the period during which the liability product is offered by the organization. This field is blank when the liability product is offered indefinitely.No
Eligibility Determination Details
LabelTypeDescriptionMandatory
Allow Open Ended CasesALLOW_OPEN_ENDED_CASESThis field indicates whether products can leave their end date blank.No
Decision Summary Display StrategyDETERMINATION_INTERVAL_SUMMARIZER_STRATEGYDecision Summary Display StrategyNo
Determination Comparison StrategyDETERMINATION_COMPARISON_STRATEGYDetermination Comparison Strategy, e.g. all user-facing data, eligibility and entitlement data onlyYes
Reassessment StrategyPRODUCT_REASSESSMENT_STRATEGYIndicates the type of strategy to use when deciding whether a product delivery case should be automatically reassessed.Yes
Eligible Participant Types
LabelTypeDescriptionMandatory
PersonCURAM_INDICATORThis field indicates whether or not a person participant type is eligible for the liability product. Select this selection box if the person participant type is eligible for this liability product.No
Information ProviderCURAM_INDICATORThis field indicates whether or not an information provider participant type is eligible for the liability product. Select this selection box if the information provider participant type is eligible for this liability product.No
EmployerCURAM_INDICATORThis field indicates whether or not an information provider participant type is eligible for the liability product. Select this selection box if the information provider participant type is eligible for this liability product.No
Service SupplierCURAM_INDICATORThis field indicates whether or not a service supplier participant type is eligible for the liability product. Select this selection box if the service supplier participant type is eligible for this liability product.No
UtilityCURAM_INDICATORThis field indicates whether or not a utility participant type is eligible for the liability product. Select this selection box if the utility participant type is eligible for this liability product.No
Product ProviderCURAM_INDICATORThis field indicates whether or not a product provider participant type is eligible for the liability product. Select this selection box if the product provider participant type is eligible for this liability product.No
Other Details
LabelTypeDescriptionMandatory
General
LabelTypeDescriptionMandatory
LanguageLANGUAGE_CODELanguage to be displayed on the materials surrounding this liability product.No
Supplier Returns AcceptedCURAM_INDICATORThis field indicates whether returns by a service supplier to the organization are accepted in respect of a number of participants for whom services have been provided.No
Review FrequencyFREQUENCY_PATTERNFrequency defining how often the cases of this liability product should be reviewed. Press the Select a Frequency Pattern button to open the Select a Frequency Pattern pop-up window. From this pop-up window, select the recurrence frequency, e.g., weekly and day of the week on which the cases of this product should be reviewed.No
Display Details
LabelTypeDescriptionMandatory
Display in My Cases filterCURAM_INDICATORThe field indicates whether cases of this benefit type are displayed in the My Cases filter.No
Display in Citizen Self ServiceCURAM_INDICATORThe field indicates whether cases of this benefit type are displayed in citizen self service.No
Display in Case Search filterCURAM_INDICATORThe field indicates whether cases of this benefit type are displayed in the Case Search filter.No
Determine Translator RequiredCURAM_INDICATORAutomatically Determine if Translator is Required indicator for integrated case types.No
Display in Participant Programs ListCURAM_INDICATORThe field indicates whether cases of this benefit type are displayed in the participants programs list.No
Ownership StrategyWORKFLOW_PROCESS_NAMEOwnership strategy workflow process which is to be configured for this case type.No
Financial Details
LabelTypeDescriptionMandatory
OverallocationCURAM_INDICATORThis field indicates whether or not to override the allocation indicator for cases of the liability product. This option is specifically geared toward liability payments made to the organization that are over the amount billed to a participant of a liability case. In general, a liability is an estimation to be billed to a participant. For example, a participant is billed a certain amount by the organization for the liability product. The participant might find that they owe more than the amount billed. If you select to over allocate, the participant can send in more than originally billed and this amount, the amount the participant sends to the organization, is read on the system as the correct amount to be applied to the case. If you do not select to over allocate, any time a participant pays over the amount they are billed, the amount paid over the bill can not be applied to the case until reassessment.No
Normal ReassessmentCURAM_INDICATORBy default, all reassessments are reconciled reassessments. To indicate that the reassessment for the liability product should be a normal reassessment, select this selection box. Both a 'normal' and a 'reconcile' reassessment recalculate the invoice sent to a participant based on changing evidence; however, a reconcile reassessment also recalculates the invoice sent to the participant according to the amount previously paid by the participant and according to related payments and receipts. To better understand the difference between normal and reconciled reassessment types, consider the following example comparing the two types. Assume a participant is billed a certain amount each month for a particular liability product; if the product is marked as a 'normal reassessment type', then the participant's future bills are recalculated based solely on the prototypical changing evidence. If the product is not marked as a 'normal reassessment type', then the participant's future bills are recalculated based on the participant's evidence, as well as on the details of the participant's previous payment and receipt records on the system.No
Adjustment RequiredCURAM_INDICATORThis field indicates whether or not adjustment is required during financial processing. An example of an adjustment is a surcharge; an example of a loan adjustment is the application of interest. If you want the employer bill product to include the calculation of the appropriate surcharges, then select that adjustment is required during financial processing. Likewise, if you want the loan product to include the calculation of the appropriate interest, then select that adjustment is required during financial processing. If you make this selection, the appropriate adjustment values are calculated and added to the invoices issued to the product recipients.No
Adjustment FrequencyFREQUENCY_PATTERNIf adjustment is required during financial processing, you must enter the frequency indicating how often the financial component of a liability product is adjusted during a payment period. Press the Select a Frequency Pattern button to open the Select a Frequency Pattern pop-up window. From this pop-up window, select the recurrence frequency, e.g., weekly and day of the week on which the liability product is adjusted during a payment period. An example of an adjustment is a surcharge; an example of a loan adjustment is the application of interest. Press the OK button to confirm this frequency or press the Cancel button to cancel the frequency information.No
Automatic Overpayment Case ProcessingCURAM_INDICATORTo automatically create a case when an under or over payment is discovered during the reassessment of a case governed by the liability product, you must select this selection box. If 'automatic under or over payment processing' is selected, then the application automatically sets up a new over payment case. If it is not selected, then the application notifies a case owner via task notification that an under or over payment has been discovered during reassessment. For liability products, an under payment occurs when the organization under bills a case recipient. An over payment occurs when the organization over bills a case recipient.No
Cost
LabelTypeDescriptionMandatory
Fixed CostCURAM_AMOUNTFixed cost of the liability product. The estimated cost of a liability product can either be fixed or calculated. If the estimated cost is 'fixed', enter an amount in the space provided. If the estimated cost is calculated, select the selection box provided (see Cost Calculated field below).No
Cost CalculatedCURAM_INDICATORThis field indicates whether the cost of the liability product is calculated. Note that a 'calculated' estimated cost for the product is based on the values entered into the product evidence. Note also that you do not have to enter an estimated cost.No
Certification Details
LabelTypeDescriptionMandatory
RequiredCURAM_INDICATORYou can indicate whether or not the liability product requires certification. Certification verifies that a case recipient meets the conditions for receipt of a product.No
Grace PeriodTIME_PERIOD_IN_DAYSIf certification is required, the maximum number of days the case recipient of the liability product has to provide additional certification after the case recipient's latest certification has expired.No
FrequencyFREQUENCY_PATTERNFrequency determining when the case recipient of the liability product must certify the case recipient's product eligibility. Certification verifies that a participant meets the conditions for receipt of a product. Press the Select a Frequency Pattern button to open the Select a Frequency Pattern pop-up window. From this pop-up window, select the recurrence frequency, e.g., weekly and day of the week on which the case recipient of the liability product must certify the case recipient's product eligibility. Press the OK button to confirm this frequency or press the Cancel button to cancel the frequency information.No
Security Restrictions
LabelTypeDescriptionMandatory
Create RightsPRODUCT_SEC_FID_NAMEOption to restrict a user's ability to create cases governed by the liability product. By adding a security identifier to the Create Rights field, only the users whose security roles contain the product security identifier can create cases governed by that product. To add a security identifier to the Create Rights field, press the Search button. On the Product Security Identifiers pop-up window, click the Select link on the appropriate row from the list of security identifiers displayed. If no security identifier is added to the Create Rights field, then any user can create cases for that product. Note that adding case evidence is considered a 'maintain' function. Thus, even if a user has security rights to create a case for a specific product, if security is in place for 'maintaining' cases for that same product, and the user does not have product security privileges to 'maintain', the user cannot enter evidence during case creation, nor check case eligibility. For information on 'maintain' product security, see the following Maintain Rights field.No
Approve RightsPRODUCT_SEC_FID_NAMEOption to restrict a user's ability to approve cases governed by the liability product. By adding a security identifier to the Approve Rights field, only the users whose security roles contain the product security identifier can approve or reject cases governed by that product. To add a security identifier to the Approve Rights field, press the Search button. On the Product Security Identifiers pop-up window, click the Select link on the appropriate row from the list of security identifiers displayed. If no security identifier is added to the Approve Rights field, then only the case supervisor can approve or reject cases governed by that product.No
Read RightsPRODUCT_SEC_FID_NAMEOption to restrict a user's ability to read (view) cases governed by the liability product. By adding a security identifier to the Read Rights field, only the users whose security roles contain the product security identifier can read (view) cases governed by that product. To add a security identifier to the Read Rights field, press the Search button. On the Product Security Identifiers pop-up window, click the Select link on the appropriate row from the list of security identifiers displayed. If no security identifier is added to the Read Access Rights field, then any user can read cases for that product.No
Maintain RightsPRODUCT_SEC_FID_NAMEOption to restrict a user's ability to maintain cases governed by the liability product. By adding a security identifier to the Maintain Rights field, only the users whose security roles contain the product security identifier can maintain cases governed by that product. A user with 'maintain' rights can manage case evidence, manage case certification, and check case eligibility. To add a security identifier to the Maintain Rights field, press the Search button. On the Product Security Identifiers pop-up window, click the Select link on the appropriate row from the list of security identifiers displayed. If no security identifier is added to the Maintain Rights field, then any user can maintain cases for that product.No
Location Security LevelLOCATION_TYPE_CODELocation based case security can be activated at the product level by selecting the appropriate location type the users are restricted to. For example, you can select that users are restricted to modify case details governed by the liability product within the county location type. Thus, users can only modify case details for cases owned by users within their own county.No
Description
LabelTypeDescriptionMandatory
DescriptionDESCRIPTIONFree text space for adding a liability product description.No
Links and Actions
Page Level Actions
LabelDescription
CancelThe Cancel action dismisses the wizard.
NextThe Next action saves the information on the page and moves to the next page in the wizard.
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
Wizard Schema Not Found.Please contact the Administrator!LinkNo
When page is submitted
MessageMessage CatalogConfigurableConfigurable Validation Reference ID
'End Date' must be on or after the Start Date.LinkNo
'Maximum Deduction Rate' must be less than or equal to 100.LinkNo
'Start Date' must be on or after today.LinkNo
'Start Date' must be on or before the End Date.LinkNo
An Exception occurred as the timeout has been reached and the transaction has been rolled back.LinkNo
A product name must be specified.LinkNo
A product type must be specified.LinkNo
A start date must be entered.LinkNo
At least one 'Eligible Participant Type' must be selected.LinkNo
If adjustment is required during processing the adjustment frequency needs to be entered.LinkNo
Minimum Payment Amount must not have negative value.LinkNo
Negative Value must not be entered in 'Fixed Cost'.LinkNo
Negative Value must not be entered in 'Grace Period'.LinkNo
Negative Value must not be entered in 'Maximum Amount'.LinkNo
Negative Value must not be entered in 'Maximum Deduction Rate'.LinkNo
Negative Value must not be entered in 'Maximum Delivery Period'.LinkNo
Negative Value must not be entered in 'Minimum Deduction Amount'.LinkNo
New Product Type must be specified only when Product Type is 'Other'.LinkNo
New Product Type must be specified when a Product Type is 'Other'.LinkNo
Please select a valid Product Type.LinkNo
Product Name '%1s' already exists.LinkNo
Product Type '%1s' already exists.LinkNo
The certification frequency must be entered if certification is required on the product.LinkNo
The Decision Summary Display Strategy must be valid.LinkNo
The Determination Comparison Strategy must be selected.LinkNo
The estimated cost amount must be entered if the estimated cost is fixed.LinkNo
The grace period must be entered if certification is required on the product.LinkNo
The login ID %1s does not map to a user name.LinkNo
The Reassessment Strategy must be selected.LinkNo
Unable to generate unique product name code for product name %1s. Please contact the Administrator!LinkNo
Unable to generate unique product type code for product type %1s. Please contact the Administrator!LinkNo
Wizard Schema Not Found.Please contact the Administrator!LinkNo
Related Entities
When page is loaded
None
When page is submitted
CodeTableHeader
CodeTableItem
Technical Information
Page IDProduct_createLiabilityWizard
LocationC:\Users\david\dev\src\esystems-inc\Curam_V8_IS\webclient\components\core\Product\Wizard\Product_createLiabilityWizard.uim
Page Load InterfaceProduct.getProductDefaultValues, ProductWizard.readLiabilityProduct
Page Submit InterfaceProductWizard.storeLiabilityProduct
Linked From PagesNew Product (Product_addCategoryToLiabilityWizard)