Defining Product Periods and Associated Rules

A product can have one or more product periods, each of which defines a set of rule configurations for the duration of the period. A default product period is inserted for a benefit product that is created via the dynamic product wizard. The product period requires a product structure rule class to be specified as well as an eligibility and entitlement rule class. The product structure rule class and eligibility and entitlement rule class for the default product period are defined within the default eligibility and entitlement rule set that is automatically created for a benefit product at completion of the dynamic product wizard.

Although the default product period is published upon creation of the benefit product created via the dynamic product wizard, this default eligibility and entitlement rule set is left in an in-edit state following completion of the product wizard. This means that the rule set appears in the list of rule sets available for publication on the Cúram Express Rule Sets page of the Administration Workspace. This rule set is a generic rule set which is not suitable for product use prior to update. The rule set should be edited within the rule set editor to meet product requirements prior to use of the newly created product. The product structure class contains information pertaining to the product such as the types of objectives and objective tags available. The eligibility and entitlement rule class determines if a client is eligible and how much they are eligible for. The eligibility and entitlement rule set will ensure that a simple product objective is payable to the client if the client is deemed eligible.

A key decision factor rule set and decision details rule sets may be specified optionally. The key decision factor rule set is used to display the key factors related to the determination of the client's eligibility and entitlement, for example, displaying the dates on which the amount on the simple evidence entity changed. Decision details rule sets are used to display detailed information to the end user to explain how eligibility and entitlement were determined. Key decision factors and decision details are covered in Building Decision Details Rules and Key Decision Factors.