The following list summarizes the main concepts covered in this guide:
- Each participant type plays a different role in the delivery or
receipt of benefits and services. The ten participant types include
persons, prospect persons, employers, prospect employers, product
providers, service suppliers, utilities, information providers
(includes educational institutes), representatives, and external
parties.
- Participant registration places an individual or body in a
specific role and defines the individual's or body's participant
type.
- There is a set of common information that can be maintained for
all participant types. This set includes information such as addresses
and bank accounts.
- Additional information can be maintained only for some
participant types. This includes information such as foreign
residencies for persons and prospect persons, related companies for
employers and prospect employers, and office members for external
parties.
- Information for persons and prospect person participant types
can be merged. Merging information copies selected details from a
duplicate person or prospect record to another person record.