Date List and Re-rate Frequency

Two case reassessment settings are available that are only applicable to products configured for Cúram Rules.

The 'Date List' setting determines the type of date list that is used by the assessment engine to create case decisions.

There are two types of date lists: the event date list and the pattern date list. The event date list is a list of dates that is built into a product when the product is created. These dates include core dates that are implemented in a default application installation (e.g., the case creation date, the certification start date, the date after the certification end date, the effective date of the product rule set, etc.) as well as any custom dates that may be specific to individual products. These custom dates must be added to the list of the product's significant dates by a software developer during the initial design of a product.

The pattern date list is a list of dates that is dynamically created by the assessment engine. The assessment engine creates this date list based on the re-rate frequency for the product and the delivery pattern for the case nominee.

The 'Re-rate Frequency' setting is used by the assessment engine to compile the list of dates on which the rules engine is called in order to create case decisions. When using a pattern date list, the assessment engine compares each case decision to the case decision that follows it. If a difference is found between these two decisions, the assessment engine examines every date between the two decisions in order to determine the exact date when case circumstances change.