Payment groups provide the ability to group products/programs for which the payments should be rolled up during financial processing. The system will roll up the payments of products belonging to a payment group into a single payment provided the conditions for roll up are satisfied. The payments for all remaining products that are not associated with any payment group will then be rolled up into a single payment. For more information on the criteria for rolling up the payments, see section 2.5.1 Information Used to Roll Up Financial Instruction Line Items in the Cúram Financials Guide.
Creating payment groups can be useful in a scenario where the agency does not want payments from various programs to be rolled up into a single payment instruction.
For example, James Smith is eligible to receive $100 per week from the Child Support program, $150 per week fromthe Income Support program and another $100 from the Carer's Allowance program. If no payment groups are configured, these payment instruction line items will be rolled up into one payment instruction of $350. However, if the agency does not want the Child Support payments to be rolled up with the payments for the Carer's Allowance Program they can prevent this from occurring by creating a payment group. In this scenario, the agency can create a payment group and add the Income Support and Carer's Allowance programs to it. The system will then generate two payment instructions - one for $100 for the Child Support program and another for $250 which includes the rolled up payments from the Income Support and Carer's Allowance programs.