Scheduling Financials

The financial scheduler is responsible for scheduling financial transactions based on the eligibility and entitlement results and the case deductions. These financial schedules, known as financial components, are used by the Financial Manager to create financial instruction line items. The financial scheduler sits between the Eligibility and Entitlement Engine and the Financial Manager, translating eligibility and entitlement results, as well as case deductions, into financial schedules that can be processed into actual payments or bills.

Financial schedules will only be created from assessment determinations (for more details on the different types of case determinations, see Navigating Determinations).