Introduction

When a case worker first activates a product delivery case, the Engine creates a determination for the initial assessment for that case, and uses that determination as input into financial processing.

This initial assessment takes into account:

• Case-specific circumstances known at the time of the initial assessment, including:
  • personal data, such as dates of birth;
  • case data, such as case start and end dates; and
  • evidence, such as income levels for household members; and
• Product-wide configuration, including:
  • product periods;
  • the product rules for eligibility/entitlement, key decision factors and decision details; and
  • rate data.

Any of all of these types of data can change as time goes on; families move, they have more children, their income fluctuates, they encounter unforeseen problems which lead to greater need; product legislation and/or policy changes, rates change in line with costs of living.

Depending on the nature of the change, some changes may affect future periods on cases which have not yet been paid. However, other types of change may affect periods on cases which have already been paid, resulting in under- or over-payments (see Scheduling Financials for Payment Corrections).

This chapter describes how reassessment works for:

• case-level reassessment; and
• bulk reassessment.