The Advisor

The advisor is a dynamic caseworker tool that provides context sensitive tips and reminders to the worker throughout the intake process. It is built upon the Cúram Express Rules (CER) Engine. The advisor analyzes data that is entered (or known if the client was previously registered on the system) and guides the worker towards areas that may require his or her attention. Users can action a piece of advice by clicking on the link displayed within the advice text. This will then bring the user to the area requiring attention.

In CCI, the advisor provides assistance in the following areas:

Intake process

The advisor prompts the user as to what the next step in a particular intake could be and provide options if there is more than one potential path through an intake.

Evidence capture

The advisor displays issues and reminders during evidence capture. For example, if an application with missing mandatory data is submitted online by the client, the advisor can display issues for the mandatory data, if configured by the agency.

The agency can configure the rules and text that is displayed in the advisor.