When rules are initially assigned to products they are in an in-edit state and must therefore be published in order for the system to use them when determining eligibility and entitlement within a case. Once published, an administrator can then edit existing product rules by making a copy of the published rules for a product, and then editing the rules as required. Once finished, the changes may then be published or discarded. If the changes are published, a snapshot of the previous version of the rules is taken and a new version is saved.
Once published, the changes will be taken into account when case reassessment next occurs within any product delivery case based on the product, for example when reassessment is manually initiated within the case or financials are generated. The system also captures information about the fact that a change has occurred to a product configuration, which is then used by batch processes that can be initiated to reassess all cases affected by the change. For an overview of how system wide changes are applied to cases, see the Cúram Integrated Case Management Guide.
The administrator can also view a history of all versions of the rules that have been associated to the product over time.