Indicating Whether Clients are Registered as Prospects or Persons

The Register as Prospect Person system property dictates whether clients on an application are registered as Prospects or Persons. This is used for applications submitted online, and additional clients are captured on an internal application form.

Note: As the worker creates an internal application form, and an application case directly from a person or prospect, this setting is not used when an internal application form is submitted for only one client, or when the application case is created directly.

The system checks this setting in two scenarios to determine whether to register the client as a prospect or a person: