Settings are provided that allow the agency to control how case reassessment processing works and how adjustments to payments are made.
Case reassessment settings are used to determine if overpayment cases, underpayment cases, or payment correction cases should be automatically created when an over or underpayment is discovered on reassessment.
Adjustment settings allow agencies to correct a client's financial account, so that the system does not attempt to generate a compensating over or underpayment. For example, adjustment functionality allows the agency to apply appropriate taxes to payments issued in respect of a benefit product. When adjustment is required for liabilities, if an employer is billed monthly for employer contributions, that employer will have one month to send payments toward the bill. If the employer does not send in payments within the month, surcharges will be applied to the outstanding bill.
Two additional case reassessment settings are provided for products that use the application Rules: the re-rate frequency and the date list. The date list is a list of dates for which eligibility and entitlement need to be established and can either be a pattern date list or an event date list.
The re-rate frequency applies to products that use a pattern date list where there is a change in circumstance. It 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.
For detailed information on these settings, see the Cúram Integrated Case Management Configuration Guide.