The following list summarizes the main concepts covered in this
guide:
- Each participant type plays a different role in the
delivery or receipt of benefits and services. The ten participant types
include persons, prospect persons, employers, prospect employers,
product providers, service suppliers, utilities, information providers
(includes educational institutes), representatives, and external
parties.
- Participant registration places an individual or body
in a specific role and defines the individual's or body's participant
type.
- There is a set of common information that can be
maintained for all participant types. This set includes information such
as addresses and bank accounts.
- Additional information can be maintained only for some
participant types. This includes information such as relationships for
persons and prospect persons, related companies for employers and
prospect employers, and office members for external parties.
- Certain information for person and prospect person participant types
is maintained as evidence, which means it can be shared to and from
cases, used in eligibility and entitlement and retained for historical
purposes. Organizations can also define additional information for
person and prospect person participants.
- Information for persons and prospect person participant
types can be merged. Merging information copies selected details from a
duplicate person or prospect record to another person record.
- The presentation and management of participant information can be
controlled by configuration settings within the Cúram Administration
application.