The following list describes the chapters within this guide:
- Configuring Case Types
- This chapter describes the configuration options that are available for configuring case types. Integrated, product, screening, and assessment case types share a number of configuration options, each of which is described in this chapter. Integrated case type configuration settings fall under the banner of shared configuration options. Configuration options that are specific to assessment and screening case types are also described in this chapter.
- Configuring Products
- This chapter describes the configuration options that are specific to product configuration. Product configuration includes benefit and liability product configuration. Configuration options that control client eligibility and entitlement determination processing and financial processing are also described in this chapter. Product configuration also includes the configuration of absence reasons, bonus payments, time constraints, and appeals processes.
- Configuring Evidence and Rules
- This chapter describes the configuration options that are available for case evidence and rules. This includes evidence type configuration, associating evidence types with case types, the configuration of rule sets, rules design, and the assignment of rules to products.
- Configuring Ongoing Case Management
- This chapter describes the available configuration options that allow administrators to configure various aspects of ongoing case management. These options include the setting of application properties that control the case search facility, case approval, case reassessment, as well as case closure, and the number of entries to be displayed in the case transaction log. Case milestones can also be configured as part of ongoing case management.