Description
This page allows you to view the summary of liability product details.
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Fields
Details
LabelTypeDescriptionMandatory
NameWIZARD_PRODUCT_NAMEName of the liability product.No
TypeWIZARD_PRODUCT_TYPELiability product type, e.g., liability overpayment, employer bill.No
Start DateCURAM_DATEStart date of the period during which the liability product is offered by the organization.No
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 onlyNo
Reassessment StrategyPRODUCT_REASSESSMENT_STRATEGYIndicates the type of strategy to use when deciding whether a product delivery case should be automatically reassessed.No
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
Description
LabelTypeDescriptionMandatory
DescriptionDESCRIPTIONNo
Categories
LabelTypeDescriptionMandatory
CategoryPRODUCT_CATEGORY_CODECategory NameNo
Billing Pattern
LabelTypeDescriptionMandatory
NameNAMEProduct billing pattern name. This name distinguishes the billing pattern from the list of product billing patterns. No
From DateCURAM_DATEStart date of the period during which the billing pattern details are valid for the product.No
Default PatternCURAM_INDICATORThis field displays whether or not the billing pattern is the default billing pattern.No
Cover PatternPRODUCT_COVER_PERIOD_CODEDefault financial scheduling period for the billing pattern.No
Billing MethodMETHOD_OF_DELIVERY_CODEBilling method, e.g.InvoiceNo
Billing FrequencyFREQUENCY_PATTERNFrequency indicating how often financial are issued to the case recipients of the product.No
Maximum AmountCURAM_AMOUNTMaximum amount for the product billing pattern.No
OffsetNUMBER_OF_DAYSOffset for billing 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
Product Provision
LabelTypeDescriptionMandatory
Product ProviderPRODUCT_PROVIDER_NAMEProduct Provider Name. No
CurrencyCODETABLE_CODEDefault value for the product provision currency is the product provider currency. No
Start DateCURAM_DATEStart date of the period during which the product provision is offered by the product provider.No
End DateCURAM_DATELast date of the period during which the product provision is offered by the product provider.No
Payment MethodCODETABLE_CODEDefault value for the product provision payment method is the product provider payment method.No
Payment FrequencyFREQUENCY_PATTERNFrequency indicating how often payment is issued to the product provider for the product provider provisions.No
Estimated CostCURAM_AMOUNTEstimated cost of the provision at the provision location. Note that a provider may charge different amounts for their provisions at different locations.No
Provision Location
LabelTypeDescriptionMandatory
LocationNAMEProduct Provision Location. No
CostCURAM_AMOUNTDefault value for the product provision currency is the product provider currency.No
Start DateCURAM_DATEStart date of the period during which the product provision is offered by the product provider at the location.No
End DateCURAM_DATELast date of the period during which the product provision is offered by the product provider at the location.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. No
Case Home PageNAMECase home page format. All case home pages for the liability product use this case home page format.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
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
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
Financial Details
LabelTypeDescriptionMandatory
Over AllocationCURAM_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 their 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. No
Automatic Over Payment 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. 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.No
Security Restrictions
LabelTypeDescriptionMandatory
Create RightsPRODUCT_SEC_FID_NAMEOption to restrict a user's ability to create cases governed by the liability product.No
Maintain RightsPRODUCT_SEC_FID_NAMEOption to restrict a user's ability to maintain cases governed by the liability product.No
Read RightsPRODUCT_SEC_FID_NAMEOption to restrict a user's ability to read (view) cases governed by the liability 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.No
Approve RightsPRODUCT_SEC_FID_NAMEOption to restrict a user's ability to approve cases governed by the liability product.No
Links and Actions
Page Level Actions
LabelDescription
BackThe Back action goes to the previous page.
Cancel
FinishThe Finish action finishes 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
The login ID %1s does not map to a user name.LinkNo
Wizard Schema Not Found.Please contact the Administrator!LinkNo
When page is submitted
MessageMessage CatalogConfigurableConfigurable Validation Reference ID
A delivery method must be specified.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
Another product provision with the same provider and product is still active. Please set end date of previously defined product provision less than current Start Date.LinkNo
A product with the name %1c already exists. Please enter a new name and try again.LinkNo
A rule set with the name %1s already exists. Duplicate rule set names are not allowed.LinkNo
Error creating SAX ParserLinkNo
From date field cannot be blank.LinkNo
More than entity of type '%1s' with key value '%2s' found in the cache.LinkNo
Multiple products with the name %1c found where only one is allowed.LinkNo
No database access is allowed at this point.LinkNo
Product Not Found. Please contact the Administrator!LinkNo
Product period %1s overlaps with another product period on product %2c.LinkNo
Product Provider not found.Please contact the Administrator!LinkNo
Product provision for the same product and provider exist in specified period.LinkNo
Provider location has already been assigned to product provision.LinkNo
Snapshot XML must be entered.LinkNo
Start date must be before the end date.LinkNo
Succession Number must be entered.LinkNo
The deferred processing callback class cannot be instantiated because the %1s property does not exist or has not been given a value.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 rule set name entered is invalid. The rule set name must match the pattern specified in the rule set schema.LinkNo
The same provider provides this product after date %1d. Please set End Date of current product provision not later than %2d.LinkNo
The update must be related to a valid user.LinkNo
This entity may not be inserted.LinkNo
This provider is already providing this product for the period that you have specified.LinkNo
Unable to generate unique product name code for product name %1s. Please contact the Administrator!LinkNo
Unable to generate unique product name code for product name %1s. Please try again!LinkNo
Unable to generate unique product type code for product type %1s. Please contact the Administrator!LinkNo
Unable to generate unique product type code for product type %1s. Please try again!LinkNo
Update Date must be entered.LinkNo
Update Type must be entered.LinkNo
Wizard Schema Not Found.Please contact the Administrator!LinkNo
Related Entities
Technical Information
Page IDWizard_liabilitySummary
LocationC:\Users\david\dev\src\esystems-inc\Curam_V8_IS\webclient\components\core\Product\Wizard\Wizard_liabilitySummary.uim
Page Load InterfaceProductWizard.readLiabilitySummary
Page Submit InterfaceProductWizard.storeLiabilitySummary
Linked From PagesNew Product (Wizard_provisionLocationForLiability)