Intake

If a citizen submits their HCR application from the results page and then submits an application for another Income Support program, the two applications are processed separately. The respective intake processes for these two applications are quite different from each other. HCR uses Cúram Intake application case functionality. Income Support makes uses a type of application case which is really a facade built on top of an integrated case.

Where the two applications can overlap is through the way in which the two different intake processes can match applicants against people who are already registered in the system. In HCR, this is an automated process, facilitated by Person Match processing. In Income Support, this is a manual process facilitated by Client Merge processing.

To take an example, if a citizen submits a HCR application when there had previously been no record of them in the system; as part of the process of creating an application case and mapping information to it, the Person Match algorithm is run for each of the people on the application. Since no matches are found, the individuals are automatically registered as new participants on the system. As part of registering these people, person evidence is created for evidence items such as their name, date of birth, SSN, etc. The standard straight-through process then kicks in for this application to decide whether manual intervention is required before authorizing the program and creating an insurance affordability integrated case with the necessary product delivery cases created within it.

When the Income Support application is submitted, each of the people on the application (which would typically, but not always, be the same people submitted on the HCR application) are initially created as prospect persons and the intake worker is responsible for registering them. To do this, they search for people already registered in the system with similar details and if they find someone they are happy is a match, the intake worker can then 'merge' the prospect with the actual person on the system, thereby ensuring that any evidence entered as part of this application is associated with that person. Depending on the Evidence Broker configuration, evidence can also be shared from the Income Support application case to the HCR application case (if it is still open) or the HCR integrated case. This can happen through the person evidence; and directly between the cases (evidence brokering will happen automatically if the configuration is in place).

If a HCR application is submitted when people on the application are already registered via an Income Support application, then the process of matching the new applicants with the existing people is automatic so long as either a conclusive match or no match at all is found. Where multiple potential matches exist, a task is created for a case worker to decide whether any of those potential matches should be used or a new person registered.