A Case Worker Activates the Case

The members of the case and the case evidence have now been recorded, and so the case worker progresses the case through its approval and activation steps (see the Cúram Integrated Case Management Guide).

When the case is activated, the system assesses the case. The system:

• searches for the ProductDeliveryCase rule object for the case, matching on its caseID (in this example, search for a caseID value of 1234). The Product Delivery Rule Object Converter (see Product Delivery Rule Objects) reads the CaseHeader and ProductDelivery rows for caseID 1234 and forms a ProductDeliveryCase rule object which is returned to the Engine;
• requests the value of the determinationResult attribute value on the ProductDeliveryCase rule object, which causes CER to perform calculations in order to calculate the requested value. During the calculation, there are calculation rules which require data for the:
  • Product

    Data regarding the structure of the product (e.g. the product periods which make up the product) is retrieved by the Entity Rule Object Converter and converted into CER rule objects;

  • Personal Details

    Data from stand-alone entities such as personal details are also retrieved by the Entity Rule Object Converter;

  • Rates

    Rule objects for rates are retrieved directly from CER's database tables for stored rule objects; and

  • Evidence

    Data for evidence is retrieved by the Active Succession Set Rule Object Converter and converted into CER rule objects.

• gathers dependencies by analyzing the kinds of data retrieved by CER (above). These dependencies are then passed to the Dependency Manager for storage, so that there is now a record of which data the case's determination result depends on. The record of these dependencies will be checked whenever data (such as personal details or evidence) changes, so that the case can be automatically reassessed.
• stores the varying determination result on the CREOLECaseDetermination and CREOLECaseDeterminationData database tables, and stores the point-in-time financial decisions on the CaseDecision, CaseDecisionObjective and CaseDecisionObjectiveTag database tables (see How Determinations Are Stored).