The Use Rolled Up Reassessments setting is used to determine whether over and underpayment amounts should be broken down and displayed by case component for a nominee or rolled up into one amount that combines the amounts over and underpaid for each case component. If the Use Rolled Up Reassessments setting is enabled, upon case reassessment, either an overpayment case or an underpayment case will be created. The overpayment case or underpayment case will contain one benefit overpayment or benefit underpayment component for the rolled up amount. For example, if reassessment occurs due to a change in circumstance that results in an overpayment of an income support component in the amount of $50 and an underpayment of a medical allowance component in the amount of $20, then an overpayment case is created to represent an overpayment of $30. When the overpayment liability is created within the payment correction case, one liability line item is created and displayed for the consolidated overpayment amount of $30.
If this setting is not enabled, a payment correction case is created upon case reassessment. A payment correction case can represent either an underpayment or an overpayment and allows users to see the over and underpayment amounts broken down by case component for a nominee. Whether the payment correction represents an underpayment or an overpayment is dictated by whether the total balance of the payment correction case amount is an overpayment or underpayment. For example, if reassessment occurs due to a change in circumstance that results in an overpayment of an income support component in the amount of $50 and an underpayment of a medical allowance component in the amount of $20, then a payment correction case is created to represent an overpayment of $30. When the overpayment liability is created within the payment correction case, two liability line items are created and displayed, one for an overpayment of $50 for the income support component and one for an underpayment of $30 for the medical allowance component. For more information on payment corrections, see Configuring Payment Corrections.