Apply Evidence Changes

The apply evidence changes maintenance function serves two purposes; one is to activate new and updated evidence, the other is to remove (cancel) active evidence which is pending removal.

A user can enact this function by applying all outstanding changes or by selecting specific changes to apply from the complete list of pending changes for a case.

When a user applies evidence changes, the following occurs:

• The system validates the evidence changes at both the case level and the evidence type level. This ensures that the business requirements defined by the evidence type are met as well as any additional business requirements at the case level. For example, validations applied at the case level can ensure that parent / child relationships are protected.
• The system checks if evidence approval is required. If so, the system notifies the case supervisor with instructions to approve or reject the evidence changes and the apply evidence changes process is put on hold until approved. If case supervisor approval is not required, the apply evidence changes process continues accordingly.
• The system activates in-edit evidence records and, where using Cúram rules, calculates the attribution periods for the newly activated evidence. The newly activated evidence is used for assessment purposes.
• For evidence corrections, the existing active evidence record is superseded.
• For changes in circumstance and where using Cúram Rules, the system re-attributes all evidence records within the set of successive changes to the same piece of active evidence.
• The system cancels active evidence which is pending removal. The canceled evidence will no longer be used for assessment purposes.
• The system assesses each case impacted by the evidence changes to determine if these changes have impacted case eligibility and entitlement.
• Where using Cúram rules, the system uses the attribution periods for a case to determine the assessment period. The earliest attribution period from date and the latest attribution period end date are set as the assessment period. For Cúram Express Rules, the assessment period is incorporated into the time line.

A hook point is provided which enables an agency to automate this functionality, allowing an agency to automatically apply evidence changes rather than a user having to do this manually. This means that when an active evidence record is updated and a new in-edit version of the active record is created, it is automatically activated so that it supersedes the existing active evidence record. In the case of an evidence removal, the evidence record is automatically canceled rather than being marked as pending removal.