Reassessment with Multiple Rules Objectives

This section demonstrates how the eligibility and entitlement engine handles normal reassessment processing for cases with multiple rules objectives assigned to the same nominee. When there is more than one rules objective assigned to the same nominee, the eligibility and entitlement engine processes the reassessment details for all of the case decision objectives (these are the eligible rules objectives) at the same time.

Note, however, before the eligibility and entitlement engine can process reassessment details, the eligibility and entitlement engine must create the virtual financial components based on any changes in circumstance. Virtual financial component creation is done for each case decision objective separately and only for those affected by the change in circumstance. The eligibility and entitlement engine then checks if reassessment needs to occur. If reassessment needs to occur, the eligibility and entitlement engine defines the reassessment period.

To process reassessment details for all of the rules objectives assigned to a single nominee, the eligibility and entitlement engine keeps a running total of all the actual amounts within the same cover period, as well as a running total of all the reassessed amounts within the same cover period for said nominee. The eligibility and entitlement engine then compares the total actual amount within the same cover period to the total financial data item amount within the same cover period.

To determine if an over or underpayment exists, the eligibility and entitlement engine calculates the total difference between the actual and reassessed amounts for the entire reassessment period by adding up the differences for each of the cover periods. If an over or underpayment is found, the eligibility and entitlement engine records the over or underpayment details and initiates the over or underpayment processing.

To demonstrate how the eligibility and entitlement engine processes a change in circumstance for a case with multiple rules objectives assigned to a single nominee, this section uses the financial components for the Max Personal and Max Child Allowance rules objectives as outlined in Financial Components for Max Personal and Financial Components for Max Child Allowance. Note, however, these financial components have been processed into actual financial transactions, i.e., ILIs. This section also uses the change in circumstance sample data from Reassessment Processing for a Benefit Case with the additional rules objective, Max Child Allowance. The following table outlines the change in circumstance sample data with the second rules objective:

Table 1. Change in Circumstance Sample Data with Multiple Rules Objectives
Sample Data	Sample Data before Change	Sample Data after Change
Primary Client	James Smith.	Same.
Product Type	Sample Benefit product.	Same.
Product Rerate Frequency	Every week on a Wednesday.	Same.
Case Certification Period	Certification period from April 1st - April 30th, 2004.	Certification period from March 15 - April 15th, 2004.
Case Start Date	April 1st, 2004.	March 15th, 2004.
Case Expected End Date	April 30th, 2004.	April 15th, 2004.
Case Nominee Delivery Pattern	Weekly in advance on a Friday.	Same.
Rules Objective 1	James Smith is eligible for the Max Personal rules objective. The daily rate for this rules objective is $10 until April 5th, 2004, when legislation increases the value of the daily rate to $11. The weekly rate is $70 until April 5th, 2004, when legislation increases the value of the weekly rate to $77.	Same.
Rules Objective 2	James Smith is eligible for the Max Child Allowance rules objective. The rate for this rules objective is 10% of the daily rate until April 14th, when legislation decreases the value of the Max Child Allowance to 5% of the daily rate. Note that the daily rate is $10 until April 5th, 2004, when legislation increases the value of the daily rate to $11.	Same.
Date up to which benefit has already been covered.	No ILIs have been created for the benefit, thus there is no date up to which the benefit has already been covered.	April 30th. This means that all existing FCs on or before April 30th have been realized into actual financial transactions, i.e., ILIs.

To create the virtual financial components for each case decision objective (these are the eligible rules objectives), the eligibility and entitlement engine follows the same process as described in Reassessment Processing for a Benefit Case. The eligibility and entitlement engine also follows the same processes as described in Reassessment Processing for a Benefit Case to check if reassessment is required and to define the reassessment period. Thus, by using the similar data, it is not necessary to describe how the eligibility and entitlement engine performs these processes.