Label | Type | Description | Mandatory |
Name | WIZARD_PRODUCT_NAME | Benefit product name. | No |
Type | WIZARD_PRODUCT_TYPE | Product type, e.g., unemployment benefit. | No |
Start Date | CURAM_DATE | Start date of the period during which the benefit product is offered by the organization. | No |
End Date | CURAM_DATE | Last date of the period during which the benefit product is offered by the organization. | No |
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Eligibility Determination Details |
Label | Type | Description | Mandatory |
Allow Open Ended Cases | ALLOW_OPEN_ENDED_CASES | This field indicates whether products can leave their end date blank. | No |
Decision Summary Display Strategy | DETERMINATION_INTERVAL_SUMMARIZER_STRATEGY | Decision Summary Display Strategy | No |
Determination Comparison Strategy | DETERMINATION_COMPARISON_STRATEGY | Determination Comparison Strategy, e.g. all user-facing data, eligibility and entitlement data only | No |
Reassessment Strategy | PRODUCT_REASSESSMENT_STRATEGY | Indicates the type of strategy to use when deciding whether a product delivery case should be automatically reassessed. | No |
Eligibility and Entitlement Rule Set | RULE_SET_NAME | Displays the default name of the eligibility and entitlement rule set that will be automatically created for the product. An eligibility and entitlement rule set of this name will be inserted on Product Wizard completion.Updating this field will update the name of the eligibility and entitlement rule set that will be automatically created for the product. | No |
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Eligible Participant Types |
Label | Type | Description | Mandatory |
Person | CURAM_INDICATOR | This field indicates whether or not a person participant type is eligible for the benefit product. Select this selection box if the person participant type is eligible for this benefit product. | No |
Information Provider | CURAM_INDICATOR | This field indicates whether or not an information provider participant type is eligible for the benefit product. Select this selection box if the information provider participant type is eligible for this benefit product. | No |
Employer | CURAM_INDICATOR | This field indicates whether or not an employer participant type is eligible for the benefit product. Select this selection box if the employer participant type is eligible for this benefit product. | No |
Service Supplier | CURAM_INDICATOR | This field indicates whether or not a service supplier participant type is eligible for the benefit product. Select this selection box if the service supplier participant type is eligible for this benefit product. | No |
Utility | CURAM_INDICATOR | This field indicates whether or not a utility participant type is eligible for the benefit product. Select this selection box if the utility participant type is eligible for this benefit product. | No |
Product Provider | CURAM_INDICATOR | This field indicates whether or not a product provider participant type is eligible for the benefit product. Select this selection box if the product provider participant type is eligible for this benefit product. | No |
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Description |
Label | Type | Description | Mandatory |
Description | DESCRIPTION | | No |
|
Categories |
Label | Type | Description | Mandatory |
Category | PRODUCT_CATEGORY_CODE | The categories that are associated to benefit product. | No |
|
Delivery Pattern |
Label | Type | Description | Mandatory |
Name | NAME | Product delivery pattern name. This name distinguishes the delivery pattern from the list of product delivery patterns. Note that you cannot enter duplicate delivery pattern names for the same product. | No |
From Date | CURAM_DATE | Start date of the period during which the delivery pattern details are valid for the product. Note that the start date cannot be earlier than the current date on the system. | No |
Default Pattern | CURAM_INDICATOR | This field displays whether or not the delivery pattern is the default delivery pattern. | No |
Cover Pattern | PRODUCT_COVER_PERIOD_CODE | Default financial scheduling period for the delivery pattern. The financial scheduling period can either be 'issue for full month', 'issue in advance - N days prior to issue date', 'issue in advance - on the Nth day of month prior', 'issue in advance', 'issue in arrears', or 'once-off issue'. For 'issue for full month', financials are issued to the case recipient on an issue date that includes financials for an entire month. For 'issue in advance - N days prior', financials are issued to the case recipient on a number of days prior to the issue date. The number of days is indicated by the Offset field below. For 'issue in advance on the Nth day of month prior', financials are issued to the case recipient on a set day of the month prior to the issue date. This set day is also indicated by the Offset field below. For 'issue in advance', financials are issued to a case recipient on the financial processing date closest to and in advance of the issue date. For 'issue in arrears', financials are issued to the case recipient at the end of the financial scheduling period. For 'once-off issue', financials are issued to the case recipient one time only. | No |
Delivery Method | METHOD_OF_DELIVERY_CODE | Delivery method, e.g. cash, check, invoice. | No |
Delivery Frequency | FREQUENCY_PATTERN | Frequency indicating how often financial are issued to the case recipients of the product. | No |
Maximum Amount | CURAM_AMOUNT | Maximum amount for the product delivery pattern. Note that you can only enter a maximum amount for the delivery pattern for benefit products. If the system detects a payment in excess of this maximum amount, the system notifies the appropriate case supervisor that manual approval must take place before payment is issued. | No |
Offset | NUMBER_OF_DAYS | Offset for delivery cover patterns of 'issue in advance - N days prior to issue date' and 'issue in advance - on the Nth day of the month prior'. This offset is the numeric value of N. | No |
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Product Provision |
Label | Type | Description | Mandatory |
Product Provider | PRODUCT_PROVIDER_NAME | Product provider name. To select a registered product provider. | No |
Currency | CODETABLE_CODE | Default value for the product provision currency is the product provider currency. To override the default product provider currency for the product provision, select a currency from the drop-down list of currencies. | No |
Start Date | CURAM_DATE | Start date of the period during which the product provision is offered by the product provider. | No |
End Date | CURAM_DATE | Last date of the period during which the product provision is offered by the product provider. | No |
Payment Method | CODETABLE_CODE | Default value for the product provision payment method is the product provider payment method. | No |
Payment Frequency | FREQUENCY_PATTERN | Frequency indicating how often payment is issued to the product provider for the product provider provisions. | No |
Estimated Cost | CURAM_AMOUNT | Default value for the product provision currency is the product provider currency. | No |
|
Provision Location |
Label | Type | Description | Mandatory |
Location | NAME | Product Provision Location. | No |
Cost | CURAM_AMOUNT | Estimated cost of the provision at the provision location. | No |
Start Date | CURAM_DATE | Start date of the period during which the product provision is offered by the product provider at the location. | No |
End Date | CURAM_DATE | Last date of the period during which the product provision is offered by the product provider at the location. | No |
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Other Details |
Label | Type | Description | Mandatory |
|
General |
Label | Type | Description | Mandatory |
Language | LANGUAGE_CODE | Language to be displayed on the materials surrounding this benefit product. | No |
Supplier Returns Accepted | CURAM_INDICATOR | This 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 Frequency | FREQUENCY_PATTERN | Frequency defining how often the cases of this benefit product should be reviewed. | No |
Case Home Page | NAME | Case home page format for cases governed by this benefit product. | No |
Maximum Delivery Period (days) | TIME_PERIOD_IN_DAYS | Default maximum number of days for which a case recipient may be in receipt of this benefit product. | No |
|
Display Details |
Label | Type | Description | Mandatory |
Display in My Cases filter | CURAM_INDICATOR | The field indicates whether cases of this benefit type are displayed in the My Cases filter. | No |
Display in Citizen Self Service | CURAM_INDICATOR | The field indicates whether cases of this benefit type are displayed in citizen self service. | No |
Display in Case Search filter | CURAM_INDICATOR | The field indicates whether cases of this benefit type are displayed in the Case Search filter. | No |
Determine Translator Required | CURAM_INDICATOR | Automatically Determine if Translator is Required indicator for integrated case types. | No |
Display in Participant Programs List | CURAM_INDICATOR | The field indicates whether cases of this benefit type are displayed in the participants programs list. | No |
Ownership Strategy | WORKFLOW_PROCESS_NAME | Ownership strategy workflow process which is to be configured for this case type. | No |
|
Financial Details |
Label | Type | Description | Mandatory |
Underpayment Case Creation | CURAM_INDICATOR | By default, a task is created when an underpayment is discovered during the reassessment of a case governed by a product. To automatically create a case when an underpayment is discovered for cases governed by the benefit product, you must select this selection box. If 'underpayment case creation' is selected, then the application automatically sets up a new underpayment case. If it is not selected, then the application notifies a case owner via task notification that an underpayment has been discovered during reassessment. Note that an underpayment with respect to benefit products occurs when the organization underpays a case recipient. | No |
Automatic Over Payment Case Processing | OVER_UNDER_PMNT_PROCESSING_CODE | By default, a task is created when an over payment is discovered during the reassessment of a case governed by a product. To automatically create a case when an overpayment is discovered for cases governed by the benefit product, you must select this selection box. If 'overpayment case creation' is selected, then the application automatically sets up a new overpayment case. If it is not selected, then the application notifies a case owner via task notification that an overpayment has been discovered during reassessment. Note that an overpayment with respect to benefit products occurs when the organization overpays a case recipient. | No |
Adjustment Frequency | FREQUENCY_PATTERN | If adjustment is required during financial processing, you must enter the frequency indicating how often the financial component of a benefit product is adjusted during a payment period. | No |
Adjustment Required | CURAM_INDICATOR | This field indicates whether or not adjustment is required during financial processing. An example of an adjustment for a benefit product is a tax adjustment. If you want the unemployment insurance product to include the calculation of the appropriate taxes, then select that adjustment is required during financial processing. If you make this selection, the tax is calculated and deducted from the unemployment insurance payments before the payments are issued to the product recipients. | No |
Minimum Deduction Amount | CURAM_AMOUNT | Minimum amount for deductions taken from a case of this benefit product. During case processing, a user can opt to have a certain percentage of a case recipient's benefit payments deducted and applied toward another liability case the recipient has with the organization. For example, a user can select that 5% of a person's unemployment insurance goes toward the same person's loan payments to the organization. If 5% of the person's benefit payments is less than this deduction minimum amount, then the system does not allow the amount to be deducted from the unemployment insurance payment. | No |
Maximum Deduction Rate | RATE | Maximum rate for deductions taken from a case of this benefit product. During case processing, a user can opt to have a certain percentage of a case recipient's benefit payments deducted and applied toward another liability case the recipient has with the organization. If the user selects a percentage higher than this maximum deduction rate, then the system does not allow the amount to be deducted from the case recipient's benefit payments. | No |
Minimum Payment Amount | CURAM_AMOUNT | The minimum amount that a client should be left with after all deductions. | No |
|
Cost |
Label | Type | Description | Mandatory |
Fixed Cost | CURAM_AMOUNT | Fixed cost of the benefit product. The estimated cost of a benefit 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 Calculated | CURAM_INDICATOR | This field indicates whether the cost of the benefit 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 |
Label | Type | Description | Mandatory |
Required | CURAM_INDICATOR | Indication of whether or not the benefit product requires certification. Certification verifies that a case recipient meets the conditions for receipt of a product. | No |
Grace Period | TIME_PERIOD_IN_DAYS | Number of days the case recipient of the benefit product has to provide additional certification after the case recipient's latest certification has expired. | No |
Frequency | FREQUENCY_PATTERN | Frequency determining when the case recipient of the benefit product must certify the case recipient's product eligibility. Certification verifies that a participant meets the conditions for receipt of a product. | No |
|
Security Restrictions |
Label | Type | Description | Mandatory |
Create Rights | PRODUCT_SEC_FID_NAME | Option to restrict a user's ability to create cases governed by the benefit product. | No |
Approve Rights | PRODUCT_SEC_FID_NAME | Option to restrict a user's ability to approve cases governed by the benefit product. | No |
Read Rights | PRODUCT_SEC_FID_NAME | Option to restrict a user's ability to read (view) cases governed by the benefit product. | No |
Maintain Rights | PRODUCT_SEC_FID_NAME | Option to restrict a user's ability to maintain cases governed by the benefit product. | No |
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