FC Processing with Multiple Rules Objectives

This section demonstrates how the eligibility and entitlement engine creates financial components for cases with a rule set containing multiple rules objectives. When eligibility determination for a case results in eligibility for more than one rules objective during the same cover period, the eligibility and entitlement engine creates financial components for these rules objectives separately and on a nominee by nominee basis.

The eligibility and entitlement engine follows the steps outlined in Financial Component Processing to create the financial components for each of the case decision objectives. The eligibility and entitlement engine creates the case decisions and stores each of these decisions. It then generates the financial components from the case decision objectives using the case decision period and the nominee delivery frequency.

For the purpose of demonstrating how the eligibility and entitlement engine processes multiple rules objectives, this section adds an additional rules objective to the sample data from Financial Component Processing. The following table outlines this sample data:

Table 1. Sample Data for FC Processing with Multiple Rules Objectives

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 both rules objectives.

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

James Smith's case nominee delivery pattern is weekly in advance on a Friday.

Rules Objective 1

James Smith is eligible for the Max Personal objective. 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.

Rules Objective 2

James Smith is eligible for the Max Child Allowance. The rate for this objective is 10% of the daily rate until April 14th, when legislation decreases the value of the Max Child Allowance to 5% of the daily rate. Note that the daily rate is $10 until April 5th, 2004, when legislation increases the value of the daily rate to $11.