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Status Not under consideration
Categories Social Program Management Platform
Created by Guest
Created on Feb 14, 2024

RELATED IDEAS

Improved capabilities to support bulk payees (nominees)

Social benefits can be paid to third-parties instead of the client. In case of old age pension, these can sometimes be sent to nursing homes, retirement homes, provincial social organizations etc. Some organizations are very large and can sometimes receive payments for over 1000 different clients.

Product is lacking the following and improvements will support our client -

  • Ability to add nominees based on other types of Participant Types like External Parties. Currently product is restricted to person, employer and representative.

  • Ability to change payment details across multiple cases where this nominee is active using simple actions at the participant level. This includes changing delivery pattern, bank accounts and addresses. Currently, the users have to navigate to each case to update some of this information.

Customer Name ESDC
Market Segment WH Government
Type of Request Customer Requirement
Market Opportunity

All clients where benefits are issues to nominees other than client themselves.

CURAM:Workarounds + Proposed Solution

ESDC has already extended nominees functionality to allow external parties to be added as nominee on PDC.

Workarounds have been discussed to support updating the address and bank account across various cases as follows -

  1. Instead of adding a new address for external party, edit the existing record.

  2. Use Transfer function for bank account (yet to be confirmed)

    1. Note - This function is available for all participant types pre-v6. However, with PDC and PEC case changes, the function was removed from Person.

There is no easy way to change the delivery pattern across all cases i.e. when a nominee moves from Cheque to Direct Deposit or vice-versa. One of the nominee that is currently receiving benefits by cheque has over 600 clients. When this organization moves to direct deposit, the users will have to go over 600 cases and update them manually.
  • Attach files
  • Guest
    Reply
    |     Apr 19, 2024

    Thanks Angela for your response. The request is not related to deductions and does not answer the original ask.

    • If a client is living in a retirement home and their pension needs to be sent to this organization, there is no ability to set the 'External Party' as the nominee. If not partial deduction, but just entire payment and always until changed.

    • Let's say this organization was earlier providing care for 600 clients and is a nominee on 600 cases where they are receiving payments as cheque. Now they wish to get payments by direct deposit. As we understand the product, the user has to go to each case and update the delivery pattern and nominee one at a time. This is significant administrative burden.

    • Let's say this organization was earlier providing care for 600 clients and is a nominee on 600 cases where they are receiving payments as cheque to a given address. Now they have moved and the new address is provided. Once the new address is added for the external party, as we understand the product, the user has to go to each case and update the nominee address one at a time. This is significant administrative burden.

    While ESDC's ask is related to External Party participant type, the same applies to Employer with similar high-volumes. While in case of Representative and Person, the volumes may not be this high, but still there is no easy way to accomplish the change of delivery pattern, bank account and address easily.


    If it would be beneficial, we can schedule a call with the client SME's to provide further details and examples from their current implementation.

  • Admin
    ANGELA BRADY
    Reply
    |     Apr 19, 2024

    Hi Vishek, 

     

    We have reviewed your enhancement suggestion.  

     

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

    •The ability to pay third parties other than persons, employer or representative, in bulk, across multiple benefit cases

     

    Our offering currently provides a way to meet these requirements. Third party deductions provide the ability to deduct a portion of benefit payment from a specific clients' benefit and specify the third party to be paid. The payment is later rolled up across many such third party deductions and paid in bulk, using the Issue Concern Payments batch process which handles payments to third parties on the frequency set at participant level.

    Please refer to third party payment support  Curam Financials guide for information on processing deductions and third party payments.

     

    We are closing this request and do not plan to take any further action. If you believe we have misunderstood your request, please respond within 7 days with clarifications. 

     

    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. 

     

    Regards, 

    Angela Brady, Cúram Product Management Team

  • Admin
    Graham McCrindle
    Reply
    |     Feb 20, 2024

    Hi Vishek,

    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,

    Graham, SPM Product Management Team