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Status Not under consideration
Categories Social Program Management Platform
Created by Benoit Tremblay
Created on May 23, 2024

RELATED IDEAS

Enable ‘External Party’ Participant as Nominee

Curam permits household members, persons, employers, and representatives to act as Nominees on a case. Nominees receive benefits on behalf of members of a case; in Social Services organizations, it is very common for a public trustee to be appointed as a nominee for a client. Public trustees most closely resemble the ‘External Party’ participant type OOTB, but External Parties cannot be appointed as a Nominee OOTB. This RFE is a request to support setting External Party participants as Nominees.

Curam documentation notes that ‘legal representatives’ closely fit the Representative participant type when dealing with nominee records – however, given that public trustees frequently serve thousands of clients, the case-specific Representative Participant is not a good fit. Neither are Employer (fundamental difference in participant types) nor Person (lacking functionality associated with External Party records; public trustees are also frequently organizations rather than individuals) records.

For the ESDC Old Age Security program, approximately 25,000 clients have nominees who are public trustees.


Customer Name


Market Segment


Type of Request


Market Opportunity

All clients where benefits are issued to nominees that are a natural fit to the External Party participant type – for example, public trustees.

CURAM:Workarounds + Proposed Solution

ESDC has already extended nominees functionality to allow External Parties to be added as nominee on PDC. We are seeking product support for this change to remove the local change.

A different design approach has been proposed previously for situations where a single participant is the nominee on multiple cases – the use of OOTB Third Party Deductions. This is not an appropriate solution due to:

· Loss of functionality associated with the use of Third Party Deductions relative to nominees:

o Inability to have a different delivery pattern per case

o Inability to reissue payments with applied deductions

o Edge cases in over/underpayment processing associated with deductions vs payments

· Business meaning of ‘nominee’ – public trustees, for example, are fundamentally nominees as they receive payments on behalf of a client; they are not recipients of deductions for payments to a client
Customer Name ESDC
Persona Based Summary

Curam permits household members, persons, employers, and representatives to act as Nominees on a case. Nominees receive benefits on behalf of members of a case; in Social Services organizations, it is very common for a public trustee to be appointed as a nominee for a client. Public trustees most closely resemble the ‘External Party’ participant type OOTB, but External Parties cannot be appointed as a Nominee OOTB. This RFE is a request to support setting External Party participants as Nominees.

Curam documentation notes that ‘legal representatives’ closely fit the Representative participant type when dealing with nominee records – however, given that public trustees frequently serve thousands of clients, the case-specific Representative Participant is not a good fit. Neither are Employer (fundamental difference in participant types) nor Person (lacking functionality associated with External Party records; public trustees are also frequently organizations rather than individuals) records.

For the ESDC Old Age Security program, approximately 25,000 clients have nominees who are public trustees.

Market Segment Health & Human Services
Type of Request Idea
Market Opportunity

All clients where benefits are issued to nominees that are a natural fit to the External Party participant type – for example, public trustees.
RFP Due Date (If Applicable) May 31, 2024
Usage frequency + #/type of users impacted

For the ESDC Old Age Security program, approximately 25,000 clients have nominees who are public trustees.

CURAM:Workarounds + Proposed Solution

ESDC has already extended nominees functionality to allow External Parties to be added as nominee on PDC. We are seeking product support for this change to remove the local change.

A different design approach has been proposed previously for situations where a single participant is the nominee on multiple cases – the use of OOTB Third Party Deductions. This is not an appropriate solution due to:

  • Loss of functionality associated with the use of Third Party Deductions relative to nominees:

    • Inability to have a different delivery pattern per case

    • Inability to reissue payments with applied deductions

    • Edge cases in over/underpayment processing associated with deductions vs payments

  • Business meaning of ‘nominee’ – public trustees, for example, are fundamentally nominees as they receive payments on behalf of a client; they are not recipients of deductions for payments to a client
  • Attach files
  • Admin
    ANGELA BRADY
    Reply
    |     Jun 11, 2024

    Hi Benoit,

    We have reviewed your enhancement suggestion.

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

    • Provide the ability to specify a participant who is of type external party to be specified as a nominee on a product delivery case

    We acknowledge the benefit of the proposed enhancement. However, this capability is not generally applicable across our client base and is therefore best addressed internally by each client to meet their specific needs.

    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
    ANGELA BRADY
    Reply
    |     May 30, 2024

    Hi Benoit,

    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, Cúram Product Management Team