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Status Future consideration
Categories Social Program Management Platform
Created by Guest
Created on Oct 21, 2024

RELATED IDEAS

PEC display "The end date of the primary address has passed."

On PECs when the address that is marked primary address has been end dated the system should display the Informational message "The end date of the primary address has passed." just as it does on a none PEC.


This is how the address stays in sync in the Context panel with the client's current address.

Customer Name ESDC
Persona Based Summary

As a user when the client address that is marked as primary address is end dated the system will display the informational message "The end date of the primary address has passed." on the PEC.

Type of Request Customer Requirement
Market Opportunity

N/A
Usage frequency + #/type of users impacted

This could be a 1-500 or more daily occurrence when addresses are updated and the primary indicator is not changed to the new address. This will help keep the client's address and client's address in the context panel in sync.

CURAM:Workarounds + Proposed Solution

There is no work around
  • Attach files
  • Admin
    ANGELA BRADY
    Reply
    |     Dec 5, 2024

    Hi Nicole,

     

    We have reviewed your enhancement suggestion. 

     

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

    •        A user is prompted to action if they attempt to end date any primary client information without alternative primary information in place

     

    The theme is aligned with our current multi-year strategy for our product, and we have accepted your suggestion as a consideration for a future release. Not all items under consideration will make it into a release. As plans are confirmed, you will be notified when a specific release includes this enhancement.

     

    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


  • Adrienne Magnier
    Reply
    |     Nov 5, 2024

    hi - ESDC has confirmed the key issue is that the address in the context panel displays which ever address is marked as preferred. This is a priority 2 issue for ESDC.


    When a person is registered the Private Address is set with the Preferred Checkbox is checked.

    Then if the person's address is updated to a new address and end date the previous address the day prior.

    If the end user forgets to check the Preferred Checkbox on the new address then it stays checked on the first address and the context panel address doesn't update to the new address. There is nothing that warns the user that the Preferred Address is now in the past and has been end dated.

    In a previous versions V 6 - there was an informational message that displayed "The end date of the primary address has passed. " V 8 is missing this message