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Status Not under consideration
Categories Social Program Management Platform
Created by Dean Kyfiuk
Created on Nov 21, 2023

RELATED IDEAS

Add option for new Participant record address or bank account (person, representative, other) to propagate to Nominee record automatically

If a Person or Representative is also a Nominee, and they have a Address or Bank Account in evidence which is in use for payment delivery on the nominee record, the participant data and nominee record should have an option to be linked and kept in sync.


At present, if the address or bank account on the participant is end dated and a new one is added, the nominee continues to use the old, end dated evidence. A user must, as a second step, navigate to every case where the participant is a nominee and update the nominee record on the PDC to point to the newly added evidence. Editing the existing evidence propagates automatically, but end-dating and adding new has no effect and can result in errors when financials are run if the Nominee is not updated.


Suggest adding some functionality to allow automatic propagation of a new bank account or address to nominee records. Perhaps this could leverage the "primary" or "preferred" indicator to control propagation, or add a new screen at the end of the add new evidence wizard to indicate which PDCs for which the participant is a nominee the new evidence should propagate to.

Customer Name Employment and Social Development Canada (ESDC)
Persona Based Summary

As a case worker, when I end date the address for a given person and add a new address, I want the system to automatically start using the new address and stop using the end dated address for payment deliveries (on PDCs where I am a Nominee).


Same story for bank accounts.
Market Segment WH Government
Type of Request Customer Requirement
Market Opportunity

This is an issue which is currently being worked around on ESDC by instructing users to edit evidence instead of end dating and adding new, which compromises the logical evidence trail.
Usage frequency + #/type of users impacted

Daily by ~5000 users.
CURAM:Workarounds + Proposed Solution

Users have been instructed to edit bank account evidence instead of end dating and adding new. For addresses, there was no workaround which would suffice (due to client requirements around address management) and users are having to perform two (or more) steps each time a new address is added: Add the new evidence, then look up each PDC where the client is a nominee and point the nominee record to the new address.
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  • Admin
    ANGELA BRADY
    Reply
    |     Dec 19, 2023

    Hi Dean, 

     

    We have reviewed your enhancement suggestion.  

     

    Based on the information provided, our understanding of your request is as follows: 

    * To automate the use of new address or bank account where the person is a nominee on product delivery case, after a new address or bank account added at person level

     

    We acknowledge the benefit of your suggested enhancement however other enhancements are taking a priority in our planning currently.  The requirement is best achieved through project implementation. Although we will not be addressing this item in the near term, your suggestion will be available for future consideration. This request will be closed, and we will not be taking any further action.   

     

    Thank you for taking the time to share your ideas with us. Although we cannot pursue all the submitted suggestions, we are committed to involving our users in building our product roadmap and appreciate your ideas. 

     

    Regards, 

    Angela Brady, Cúram Product Management Team 


  • Admin
    ANGELA BRADY
    Reply
    |     Nov 22, 2023

    Hi Dean,

    Thank you for taking the time to share your ideas with us. We are committed to involving our users in building our product roadmap and appreciate your suggestions.

    We will review the information you have provided and get back to you within 30 days. If additional details are required to complete our evaluation, we will send you a request for more information.

    Thank you,

    Angela Brady, Curam Product Management Team