The application provides the ability to maintain assessment case type configurations. Note that new assessment case types cannot be added in the application administration. Assessment case type maintenance includes the maintenance of common assessment information, such as home page configuration, described in Configuring Common Case Information . Assessment configuration also includes the assignment of eligibility rules to an assessment. This rule set is applied to evidence in order to determine potential eligibility for products. Rule sets implemented using Cúram Rules are assigned to an assessment case type. The process begins with selecting the rule set. The rule set is searched for and selected from the list of existing rule sets.
At least one rule set must be assigned to an assessment as a prerequisite to eligibility determination. Information recorded for the rule set assignment includes the name of the eligibility rule set to be assigned to the assessment and the period during which the rule set is assigned to the assessment. This period cannot overlap with the periods of existing assessment rule set assignments. One or more rule sets can be assigned to an assessment; however, only one rule set can be active during any given time period.
Rule sets implemented using Cúram Rules are maintained using the Cúram Rules Editor. For information on maintaining these rule sets, see the Cúram Rules Editor Guide.