The apply evidence changes maintenance function serves two purposes;
one is to activate new and updated evidence, the other is to remove
(cancel) active evidence which is pending removal.
A user can enact this function by applying all outstanding changes or
by selecting specific changes to apply from the complete list of pending
changes for a case.
When a user applies evidence changes, the following occurs:
- The system validates the evidence changes at both the
case level and the evidence type level. This ensures that the business
requirements defined by the evidence type are met as well as any
additional business requirements at the case level. For example,
validations applied at the case level can ensure that parent / child
relationships are protected.
- The system checks if evidence approval is required. If
so, the system notifies the case supervisor with instructions to approve
or reject the evidence changes and the apply evidence changes process is
put on hold until approved. If case supervisor approval is not required,
the apply evidence changes process continues accordingly.
- The system activates in-edit evidence records and, where using Cúram
rules, calculates the attribution periods for the newly activated
evidence. The newly activated evidence is used for assessment
purposes.
- For evidence corrections, the existing active evidence
record is superseded.
- For changes in circumstance and where using Cúram Rules, the system
re-attributes all evidence records within the set of successive changes
to the same piece of active evidence.
- The system cancels active evidence which is pending
removal. The canceled evidence will no longer be used for assessment
purposes.
- The system assesses each case impacted by the evidence
changes to determine if these changes have impacted case eligibility and
entitlement.
- Where using Cúram rules, the system uses the attribution periods for
a case to determine the assessment period. The earliest attribution
period from date and the latest attribution period end date are set as
the assessment period. For Cúram Express Rules, the assessment period is
incorporated into the time line.
A hook point is provided which enables an agency to automate this
functionality, allowing an agency to automatically apply evidence changes
rather than a user having to do this manually. This means that when an
active evidence record is updated and a new in-edit version of the active
record is created, it is automatically activated so that it supersedes the
existing active evidence record. In the case of an evidence removal, the
evidence record is automatically canceled rather than being marked as
pending removal.