This subsection provides an overview of general product settings available that determine the basic structure of a product delivery case type.
Date settings can be configured which define the period during which product details are effective. The date settings include a start date and an end date.
The participant types that are eligible for cases based on the product can be defined. Eligible participant types that may be associated with products include person, employer, utility; information provider; service supplier; and product provider.
Product categories are used to group similar products. Examples of product categories include assistance, illness, and financial. These categories are used to define the subset of products that may be added to a given integrated case.
Case reviews can be set to occur at a defined frequencies, for example, every 6 months. All cases based on the product will inherit the product's case review frequencies.
For detailed information on the settings described above, see the Cúram Integrated Case Management Configuration Guide.