Skip to Main Content
Merative Ideas Portal

Shape the future of Merative!

We invite you to shape the future of Merative, including product roadmaps, by submitting ideas that matter to you the most. Here's how it works:

Post your ideas

Start by posting ideas and requests to enhance a product or service. Take a look at ideas others have posted and upvote them if they matter to you,

  1. Post an idea

  2. Upvote ideas that matter most to you

  3. Get feedback from the Merative team to refine your idea

Help Merative prioritize your ideas and requests

The Merative team may need your help to refine the ideas so they may ask for more information or feedback. The offering manager team will then decide if they can begin working on your idea. If they can start during the next development cycle, they will put the idea on the priority list. Each team at Merative works on a different schedule, where some ideas can be implemented right away, others may be placed on a different schedule.

Receive notification on the decision

Some ideas can be implemented at Merative, while others may not fit within the development plans for the product. In either case, the team will let you know as soon as possible. In some cases, we may be able to find alternatives for ideas which cannot be implemented in a reasonable time.


Merative External Privacy Statement: https://www.merative.com/privacy

Status Under review
Created by Guest
Created on Feb 14, 2024

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
  • 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