Customization of Validate Cover Period in Manual Payment.

@Shane, was this actually delivered in 7.0.11?

Hi Srinivasan, Garry,

The internal ticket to remove the need for this particular customization point has now been created and is under consideration by Product Development for inclusion in the 7.0.11 release.

Thanks for your replies and I will now close this ticket as agreed.

Best Regards,
Shane McFadden, Cúram SPM Product Management team

Hi Shane,

If your optimization uses the case effective date specific to benefit type(configurable via a property list), then that should solve our issue. Please proceeed a head with the solution.

Regards,
Srinivasan Subramanian

Hi Garry,

PD has worked previously with your customer on the business requirements around the 4-week payment cycle and therefore understands the business need for the cover period alignment as described in this ticket.
We have reviewed the processing in Manual Payment, where we check to determine if the start/end date of the payment aligns to a cover period.
We have identified an optimization that will allow us to support the existing use cases plus the 4-week payment cycle as described in this request, which therefore removes a need for a customization point.
Currently, the out-of-the-box validation is based on case start date but changing to use the case effective date will provide the support you require, removing the need for the ability to customize.

If that sounds acceptable, we will raise an internal ticket for the delivery of this change and add it to the backlog.

Thank you,
Shane McFadden, Cúram SPM Product Management team

Hi Shane,

Please find additional details as below

Payment Background:

We are trying to pay clients 4 weekly in advance by Smart Card.

The Smart card is administered by an external supplier who operate on a fixed 4 weekly cycle

SPM payments need to align with the Supplier cycle

The payment needs to be issued to the supplier 5 days prior to it being due to the client

SPM Financials run once every 28 days on the 24th day of the cycle (shown below under Payment to Supplier)

Example

S.No Supplier Cycles Payment sent to Supplier Payment Due to Client

1. 19-Aug-2019 to 15-Sep-2019 11-Sep 16-Sep

2. 16-Sep-2019 to 13-Oct-2019 9-Oct 14-Oct

3. 14-Oct-2019 to 10-Nov-2019 6-Nov 11-Nov

4. 11-Nov-2019 to 8-Dec-2019 4-Dec 9-Dec


as a fix to above criteria we customized case Effective Date Logic to align with above mentioned supplier cycles.

eg.
1. Client claims on 19-Aug and is eligible from 19-Aug-19 here effective Date is 19-Aug-19, his payment cycles periods will be as per S.No 1,2,3, etc will be covered
-when GILI runs on 11 Sept 2019 client is paid from 19-Aug-19 to 13-Oct , here as part of financial batch two 4 weekly cycle is paid


2.Client claims on 26-Aug-19 and is eligible from 26-Aug-19 here effective Date is 19-Aug-19, here his 1st payment cycle period is 26-Aug-19 to 15-Sep-19 and then following payment cycles S.No 2,3....etc
-when GILI runs on 11 Sept 2019 client is paid from 26-Aug-19 to 13-Oct , here as part of financial batch one 3 weekly cycle and one 4 weekly cycle is paid.

3.Client claims on 4-Sep-19 and is eligible from 2-Sep-19 (eligibility always starts from Monday) here effective Date is 19-Aug-19, here his 1st payment cycle period is 2-Sep-19 to 15-Sep-19 and then following payment cycles S.No 2,3....etc
-when GILI runs on 11 Sept 2019 client is paid from 2-Sep-19 to 13-Oct , here as part of financial batch one 2 weekly cycle and one 4 weekly cycle is paid.

The Client needs the following customization on the Manual Payment
1. Now Manual Payment should match the above-mentioned customized payment cycles based on eligibility
2. Additionally we are providing them with the nearest valid Cover Period Dates if user enters wrong cover period.

Hi Srinivasan,

In order to evaluate your request, we require that you provide more detail on the use case so that we can fully understand your requirements.

Manual Payment is for the purpose of paying nominees outside of the system and the reason we need to enter the cover period is to determine if/what payments were due to the client for that period and therefore if the client has been over or underpaid by virtue or the manual payment issued to them.

You mention 3rd party payments here, so it seems like you are using it for a different purpose than originally designed so we would like you to clarify the use case where these manual payments are being used.

Also is this request for a particular customer implementation?

If we do not receive this information within 30 days, this request will be closed.

Thank you,
Shane McFadden, Cúram SPM Product Management team

Hi Srinivasan,

Thank you for your enhancement request.
We require some further analysis to determine whether or not this enhancement can be considered in a future release.
I will provide another response when our investigation is complete.

Thank you,
Shane McFadden, Cúram SPM Product Management team