Once submitted, the rosters go through a process of matching and validation. The first step is for the system to check that the clients are registered on the system and the cases for them are valid. Then, a matching service authorization is found for each client and the clients are validated against that service authorization to ensure that the information entered on the roster line item is correct.
If the matching and validation processes are successful, the roster line items are approved (if manual approval is not required). If manual approval is required, the roster line items need to be approved manually after matching and validation. Once approved, if the service on the roster is configured to be paid based on attendance then payments are issued to the provider.
If the matching or validation process is not successful, the roster line item goes into exception processing, where a task is created for the resource manager. The resource manager can then modify the roster line item, correcting any errors found, and resubmit it for processing, where the roster line item goes through the matching and validation process again.