This section demonstrates how the eligibility and entitlement engine processes financial components where more than one nominee is assigned to a rules objective. A single nominee can be assigned to more than one rules objective at one time (see FC Processing with Multiple Rules Objectives). Over time, many different nominees can be assigned to the same rules objective, but the periods during which the nominees are assigned to the same rules objective cannot overlap.
When there is more than one nominee assigned to the same rules objective, the eligibility and entitlement engine must create financial components for these nominees separately. This is to account for the different delivery patterns for each nominee. Note that the eligibility and entitlement engine creates the case decisions based on the evidence for the client or clients being assessed. It then generates the financial components for these case decisions using each of the nominee's delivery patterns. Thus, the eligibility and entitlement engine generates financial components for each nominee separately.
The sample data used in Financial Component Processing is also used in this section, with the addition of a second nominee, Linda Smith. The following is the sample data used to demonstrate financial component processing with multiple nominees:
Sample Data |
Description |
|---|---|
Primary Client |
James Smith is a registered person who is the primary client of the demonstration case. James Smith is also the nominee assigned to the Max Personal rules objective from the case start date. |
Second Nominee |
Linda Smith is the nominee assigned to the Max Personal rules objective from April 12th, 2004. |
Product Type |
The product used in this demonstration is the Sample Benefit product. |
Product Rerate Frequency |
The rerate frequency for the Sample Benefit product is set up to recur every week on a Wednesday. |
Case Certification Period |
The case certification period is April 1st, 2004 to April 30th, 2004. |
Case Start Date |
The case start date is April 1st, 2004. |
Case Expected End Date |
The case expected end date is April 30th, 2004. |
Case Nominee Delivery Pattern for James Smith |
James Smith's case nominee delivery pattern is weekly in advance on a Friday. If for any reason delivery cannot be made on a Friday, the delivery must be made on the nearest possible Friday in advance. |
Case Nominee Delivery Pattern for Linda Smith |
Linda Smith's case nominee delivery pattern is weekly in arrears on a Monday. If for any reason delivery cannot be made on a Monday, the delivery must be made on the nearest possible Monday in arrears. |
Rules Objective |
James Smith is eligible for the Max Personal rules objective. He is the nominee assigned to this rules objective from the case start date. Linda Smith is the nominee assigned to this rules objective from April 12th, 2004. The daily rate for this objective is $10 until April 5th, 2004, when legislation increases the value of the daily rate to $11. The weekly rate is $70 until April 5th, 2004, when legislation increases the value of the weekly rate to $77. |