Modifying Active Case Evidence Records

As described in the Cúram Evidence Guide , there are two ways in which a user can modify an active Case Evidence record: correction of incorrect data, and recording a change in a Participant's circumstances. This mechanism hinges on the Effective Date of Change field.

The Effective Date of Change field, in business terms, records the start of a time period for which a version of the Case Evidence record is valid. For instance, if the piece of Case Evidence is a record of a Participant's employment, what happens if the client gets promoted? It is a continuation of their previous employment, so it does not require an entirely new employment record. The record of the client's new job role succeeds the previous record, which remains valid up until the point when the client got their promotion. That point in time is captured by the Effective Date of Change.

If the Effective Date of Change is entered, then the system treats the modification of the Active evidence as a change in circumstances. A new Case Evidence record is created as part of the same succession set, and its Active period commences at the Effective Date of Change. For Dynamic Evidence Types, If the Dynamic Evidence Type Version that applies for the Effective Date of Change is not the same as that which applied for the previous version of the evidence record then, as before, the user will be redirected to the appropriate user interface for the applicable Dynamic Evidence Type Version.