An organization may choose to use the Application Level Authorization
strategy if the application case contains multiple programs, and these
programs should be authorized at the same time. Additionally, any product
deliveries required are managed using one integrated case. The
organization can configure whether a new integrated case is created for
each application case that is authorized, or that an existing integrated
case is used, or that the worker selects one or the other. The
organization must also configure the type of integrated case that is
created as a result of authorizing the application case. The configuration
settings dictate the modal(s) that are presented to the worker upon
selection of the Authorize action on the application case.
If required, the type of product delivery to be added to the integrated
case as a result of authorization is configured for each program
associated with the application case.A ruleset must also be defined to
determine the set of programs to be authorized on the application
case.
The following process is invoked when the worker selects to Authorize
on the application case:
- The system checks the configuration settings to determine if a new
integrated case should be created or an existing integrated case
selected. It also determines whether a product delivery should be
created.
- The worker must confirm the authorization. The worker may also be
presented with the option to select an existing integrated case or
select to create a new integrated case, based on the configuration
settings.
- The evidence associated with the application case validated. If the
validation is not successful, the program authorization process is ended
at this point.
- The authorization ruleset determines the set of programs authorized
and the clients eligible to receive each of the programs. At this point
the system knows the type of integrated case required, based on
configuration settings. The system also knows the type of product
deliveries required and the clients who should be added to each product
delivery, including the primary client, based on the ruleset
determination.
- The set of application case evidence required to authorize the
identified programs is determined. This is the evidence that will be
copied to the ongoing cases used and/or created as a result of the
authorization process. See Copying Evidence to an Ongoing Case for more
information.
- The identified set of validated application case evidence is
activated. Evidence that was activated on a previous authorization
process is excluded.
- As determined by the previous steps, either a new integrated case is
created, or an existing integrated case is identified to host the
required product deliveries. If a new integrated case is created, all
application case clients are added to the integrated case. The primary
client is selected automatically by the system. If an existing case is
used, only application case clients not already present in the
integrated case are added.
- The application case evidence required by the integrated case is
copied to the integrated case. The evidence is automatically applied
(validated, and if successful, activated) to the integrated case. The
program authorization process continues regardless of the success of
this step. However, if unsuccessful, a notification is sent to the
integrated case owner.
- For each product delivery required based on the ruleset
determination in Step 4, the following processing occurs. The product
delivery is created. The primary client identified by the ruleset is
added to the product delivery. Any additional clients must be added as
members of a product group. The application case evidence required by
the product delivery is copied to the product delivery. The evidence is
automatically applied (validated, and if successful, activated) to the
product delivery. The program authorization process continues regardless
of the success of this step. However, if unsuccessful a notification is
sent to the product delivery owner. If evidence activation is
successful, the product delivery can be submitted automatically for
approval based on configuration settings. Otherwise it remains in the
'open' state.
- The status of the approved program applications is updated to
'Approved'.
- Information pertaining to the authorization event is saved including
the date, the programs authorized and the evidence used in the
authorization event. See Reviewing the Authorization Results for more
information.