Reassessment Period for James Smith

To define the reassessment period start date for James Smith, the eligibility and entitlement engine uses the eligibility and entitlement engine from date. To define the reassessment period end date, the eligibility and entitlement engine uses James Smith's nominee component assignment end date.

James Smith is assigned to the Max Personal rules objective from the case start date until April 11th, the day before Linda Smith is assigned to the Max Personal rules objective. Therefore, the eligibility and entitlement engine defines the start date of the reassessment period for James Smith to be the first delivery date (based on James Smith's delivery pattern) on or before the case start date. The first delivery date before March 15th, the case start date, is March 12th. The eligibility and entitlement engine defines the end date of the reassessment period to be the first delivery date after June 11th, James Smith's nominee component assignment end date, which is Friday, April 16th.

As part of defining the reassessment period, in addition to defining the start and end dates of the reassessment period, the eligibility and entitlement engine returns a list of all delivery dates, beginning with the start date of the reassessment period and ending on the end date of the reassessment period. This list of dates is used for comparing the processed ILIs to the financial data for the virtual financial components. The list of delivery dates for James Smith's reassessment period are as follows: March 12th, March 19th, March 26th, April 2nd, April 9th, and April 16th.

Reassessment Period for Linda Smith

To define the reassessment period start date for Linda Smith, the eligibility and entitlement engine uses Linda Smith's nominee component assignment start date. To define the reassessment period end date, the eligibility and entitlement engine uses the cover to date of the case.

Linda Smith is assigned to the Max Personal rules objective from April 12th. There is no component assignment end date. The eligibility and entitlement engine defines the start date of the reassessment period for Linda Smith to be the first delivery date (based on Linda Smith's delivery pattern) on or before the nominee component start date. The nominee component assignment start date is April 12th, which is also a delivery date, and hence the start date of the reassessment period for Linda Smith. To define the reassessment period end date for Linda Smith, the eligibility and entitlement engine uses the cover to date of the case, as there is no nominee component assignment end date for Linda Smith. The eligibility and entitlement engine defines the end date of the reassessment period to be the first delivery date after April 30th, the cover to date of the case, which is May 3rd.

As part of defining the reassessment period, in addition to defining the start and end dates of the reassessment period, the eligibility and entitlement engine returns a list of all delivery dates, beginning with the start date of the reassessment period and ending on the end date of the reassessment period. This list of dates is used for comparing the processed ILIs to the financial data for the virtual financial components. The list of delivery dates for Linda Smith's reassessment period are as follows: April 12th, April 19th, April 26th, and May 3rd.