Description
This page allows you to modify the information stored on a representative's home page. A representative is an individual who interacts with the organization on behalf of another participant. Representatives can be contacts for participants, correspondents for participants or cases, or nominees who receive benefits on behalf of persons.
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Page Flow Diagram
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Fields
LabelTypeDescriptionMandatory
Representative NameCONCERN_ROLE_NAMERepresentative's name.No
Registration DateCURAM_DATEThe date the person was registered as a representative.No
Date Of BirthCURAM_DATERepresentative birth dateNo
End DateCURAM_DATEThe date from which the person ceased to be a representative.No
Representative Details
LabelTypeDescriptionMandatory
Preferred CommunicationCOMMUNICATION_METHOD_CODERepresentative's preferred communication method from the drop-down list of communication methods. Your system administrator can add a communication method to this drop-down list via the Code Tables page (see "Code Tables" in the Cúram Administration Guide).No
SensitivitySENSITIVITY_CODERepresentative sensitivity indicates user access. Each user is assigned a sensitivity level on the system. In order for a user to access and/or modify the representative details, that user must have a sensitivity level equal to or higher than the representative's sensitivity level.No
Payment FrequencyFREQUENCY_PATTERNPayment method that should be used to pay the representative from the drop-down list of payment methods, e.g., check, cash, or EFT. Note that if you select the "EFT" payment method, you must enter bank account details for the representative.No
CurrencyCURRENCY_CODERepresentative's currency from the drop-down list of currencies. Your system administrator can add a new currency via the Code Tables page (see "Code Tables" in the Cúram Administration Guide).No
Next Payment DateCURAM_DATENext date on which payment is due.No
Method Of PaymentMETHOD_OF_DELIVERY_CODEPayment method that should be used, e.g., check, cash or EFT to pay the representative. Note that if you select the "EFT" payment method, you must enter bank account details.No
Comments
LabelTypeDescriptionMandatory
CommentsCOMMENTSUser comments on this record.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
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
Invalid address layout type %1s specified in address header.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 has no email address and cannot receive email communications. You must supply an email address.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
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 office member with the same user name and profile already exists for this external party office.LinkNo
A non-standard address was created or modified.LinkNo
Attempt to map a freeform address as a non-freeform.LinkNo
Communication details of a client that is currently marked as a duplicate cannot be modified.LinkNo
Contacts of a client that is currently marked as a duplicate cannot be modified.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
External Document System is not configuredLinkNo
From date must not be later than the to date.LinkNo
Invalid address layout type %1s specified in address header.LinkNo
Invalid version number %1s specified in address header.LinkNo
Name must be supplied.LinkNo
New tasks cannot be added for a client that is currently marked as a duplicate.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
Preferred Communication method must be supplied.LinkNo
Pro forma template ID %1s was not found.LinkNo
Registration Date must be supplied.LinkNo
Representative name must be suppliedLinkNo
Sensitivity must be supplied.LinkNo
System configuration error - Unable to retrieve system user details from the database. Please contact your system administrator.LinkNo
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 date must not be later than todayLinkNo
The cancellation of the embedded attachment failed with message '%1s'.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 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 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 end date must not be earlier than the registration date.LinkNo
The event filter: '%1s' could not be instantiated.LinkNo
The event handler: '%1s' could not be instantiated.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 login ID %1s does not map to a user name.LinkNo
The Payment Frequency Currency Type and Payment Method must be entered as active deductions exist for this '%1c'.LinkNo
The registration date must be later than birth date.LinkNo
The registration date must not be later than todayLinkNo
The Registration Date must not be later than today.LinkNo
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 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 participant data case is enabled for persons/prospect persons.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 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
You cannot alter this client's sensitivity to one that is higher than your own.LinkNo
You cannot modify this record as it has been deleted.LinkNo
You have selected %1c as the communication method. %2s has a communication exception for this method.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 supply a correspondent name for this communication.LinkNo
You must supply a from date for this communication.LinkNo
You must supply a subject for this communication.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
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 IDRepresentative_modifyRepresentativeDetails
LocationC:\Users\david\dev\src\esystems-inc\Curam_V8_IS\webclient\components\core\Representative\Maintainenance\Representative_modifyRepresentativeDetails.uim
Page Load InterfaceRepresentative.viewRepresentativeHomePage
Page Submit InterfaceRepresentative.modifyRepresentative
Linked From Pages