iSupport Case Management Project FINS – Financial Summary
Transcript of iSupport Case Management Project FINS – Financial Summary
iSupport Case Management Project
FINS – Financial Summary Design Specification Document
FINS – Financial Summary
January 05, 2016
FINS – Financial Summary
Last Updated: January 5, 2016
Table of Contents 1. INTRODUCTION .......................................................................................................................... 1 2. SCREEN DETAILS ....................................................................................................................... 2
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• INTRODUCTION The screen design solution document provides detailed information about a screen in iSupport Case Management Project. This document describes the complete functionality of the screen, and includes mock-up screen shots of the proposed screen layouts to augment the narrative.
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• SCREEN DETAILS
SCREEN ID: FINS – Financial Summary
SCREEN DESCRIPTION: The FINS – Financial Summary screen allows workers to view, add and modify existing Income and Expense details associated with the inquired Actor ID. Workers can update this information, as it becomes available, throughout the life of the iSupport case.
SCREEN DESIGN: View Income and Expense – Income Tab
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View Income and Expense – Expense Tab
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View Income and Expense – Assets Tab
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Add Income and Expense – Income Tab
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Add Income and Expense – Expense Tab
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Add Income and Expense – Assets Tab
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Modify Income and Expense – Income Tab
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Modify Income and Expenses – Expenses Tab
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Modify Income and Expenses – Assets Tab
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SCREEN PROCESS:
• The FINS – Financial Summary Screen supports the following screen functions by authorized users:
• View Income and Expenses – This function is used to view current and historical Income, Expenses and Assets records by Actor ID.
• Add Income and Expenses – This function is used to Add current and historical Income, Expenses and Assets records by Actor ID.
• Modify Income and Expenses – This function is used to Modify current and historical Income, Expenses and Assets records by Actor ID.
DATA MANAGEMENT:
INQUIRE MODE:
To inquire, the user must first select the View Income and Expenses screen function. To inquire, the user must enter the Actor ID associated with Actor ID field, and press Enter or click on the Find button. The system response will be:
• The standard Actor-based screen header displays for a valid Actor ID.
• The Actor Header: Date of Birth, Case Number, Non-Disclosure, Identification Number, and Other Identification associated with the entered Actor ID.
• The Income tab is shown by default on the FINS screen and the user has the ability to view Expenses and by selecting the Expenses tab. The fields displayed for each tab are populated based on:
• Data manually entered on the FINS screen.
• When the Income tab is first accessed, the current record displays on Top by default.
• In the Income tab and the Expenses tab the following information is displayed: • The Grid section: Relation, Income Type, Frequency, Amount, Begin Date, End Date and
Updated By fields.
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• In the Assets tab the following information is displayed: • The Grid section: Assets Type, Market Value, Ownership, Joint (Specify), Additional Details,
Begin Date, End Date and Updated By fields display the worker ID associated with the entered Actor ID.
ADD MODE: In Add mode, the FINS screen allow users to capture new financial information related to the entered Actor ID. By default the Convention/Other Form radio button will be selected. The Currency, Relation and Income Type are required fields in the Income tab. The system enables enterable fields on below tabs: • In the Income tab the following information is displayed:
• The Grid section: Relation and Income Type are required fields, Frequency, Amount, Begin
Date, End Date are optional and Updated By field is display only field.
• In the Expenses tab the following information is displayed: • The Grid section: Relation and Expense Type are required fields, Frequency, Amount, Begin
Date, End Date are optional and Updated By field is display only field.
• In the Assets tab the following information is displayed: • The Grid section: Assets Type is required field, Market Value, Ownership, Joint (Specify),
Additional Details, Begin Date, End Date fields are optional and Updated By fields is display only field.
Modify MODE: In Modify mode, the FINS screen allow users to capture new information or update existing information related to the entered Actor ID. By default, Currency is required fields in the Income and Expenses tab. The system enables enterable fields on below tabs: • In the Income tab the following information is displayed:
• The Grid section: Relation, Income Type both Fields are Display only Field, Frequency is
required, Amount, Begin Date, End Date are optional and Updated By field is display only field.
• In the Expenses tab the following information is displayed:
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• The Grid section: Relation, Expense Type both Fields are Display only Field, Frequency is required, Amount, Begin Date, End Date are optional and Updated By field is display only field.
• In the Assets tab the following information is displayed: • The Grid section: Assets Type is Display only field, Market Value, Ownership, Joint (Specify),
Additional Details, Begin Date, End Date fields are optional field and Updated By field is display only field.
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SCREEN ELEMENT MATRIX:
SCREEN ELEMENT DESCRIPTION SIZE
REQUIRED, OPTIONAL,
DISLPAY FOR INQUIRE,
ADD,UPDATE, DELETE
EDITS FOR INQUIRE, ADD, UPDATE, DELETE DATA DICTIONARY
LOOKUP DATA
I A U D EDIT I A U D ERROR SCREEN FUNCTIONS View Income and Expenses
This screen function is used to query the screen for other Income, Assets and Expenses, associated to the Actor entered.
- - - - - - - - - - - -
Add Income and Expenses
This screen function is used to add the Income, Asset and Expenses for the Actor entered.
- - - - - - - - - - - -
Modify Income and Expenses
This screen function is used to update the other Income, Asset and Expenses for the Actor entered.
- - - - - - - - - - - -
SELECT FILTERS – VIEW INCOME AND EXPENSES Actor ID Unique identifier for the actor. 9 R - - - ENTER
REQUIRED FIELDS
Y - - - VDEMO ID_MEMBER
Untitled (Name) This field displays the surname and given name of an actor.
35 D - - - - - - - - - VDEMO SUR_NAME, GIVEN_NAME
Relation <Drop Down>
This field displays the different type of relations that need to be filtered.
3 O - - - - - - - - - VINEX CD_RELATION
Currency This field displays the Currency type for the entered Actor ID.
3 D - - - - - - - - - VCURR CD_CURRENCY
HEADER – COMMON FOR VIEW INCOME AND EXPENSES / ADD INCOME AND EXPENSES / MODIFY INCOME AND EXPENSES Date of Birth This field will display the actor’s
date of birth. 10 - - - - - - - - - - VDEMO
DT_BIRTH Case Number This field displays all the cases in
which the actor is involved. 21 - - - - - - - - - - VCMEM
ID_CASE
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SCREEN ELEMENT DESCRIPTION SIZE
REQUIRED, OPTIONAL,
DISLPAY FOR INQUIRE,
ADD,UPDATE, DELETE
EDITS FOR INQUIRE, ADD, UPDATE, DELETE DATA DICTIONARY
LOOKUP DATA
I A U D EDIT I A U D ERROR Non-Disclosure This field value denotes the
existence of a family violence indicator for the entered actor ID.
1 - - - - - - - - - - VDEMO IND_NON_DISCLOSURE
Identification Number Displays the identification number of an actor.
30 - - - - - - - - - - VDEMO ID_PERSONAL
Other Identification Displays the other identification number of an actor.
100 - - - - - - - - - - VDEMO DESC_OTHER_ID
GRID SECTION – INCOME TAB - VIEW INCOME AND EXPENSES Relation This field displays the type of
relation for the entered Actor ID 3 D - - - - - - - - - VINEX
CD_RELATION Income Type This field displays the Income
Type for the entered Actor ID 2 D - - - - - - - - - VINEX
CD_SOURCE_INC_EXP Frequency This field displays the Frequency
type for the entered Actor ID 1 D - - - - - - - - - VINEX
CD_FREQ_INC_EXP Amount This field displays the income
amount for the entered Actor ID 11,2 D - - - - - - - - - VINEX
AMT_INCOME_EXPENSE Begin Date This field displays the begin date
for the entered Actor ID 10 D - - - - - - - - - VINEX
DT_BEGIN End Date This field displays the end date
for the entered Actor ID 10 D - - - - - - - - - VINEX
DT_END Date Updated This field displays the date on
which the record was last updated.
10 D - - - - - - - - - VINEX TS_UPDATE
Updated By This field displays the Worker ID by whom it was updated.
30 D - - - - - - - - - VINEX ID_WORKER_UPDATE
GRID SECTION – EXPENSES TAB - VIEW INCOME AND EXPENSES Relation This field displays the type of
relation for the entered Actor ID 3 D - - - - - - - - - VINEX
CD_RELATION
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SCREEN ELEMENT DESCRIPTION SIZE
REQUIRED, OPTIONAL,
DISLPAY FOR INQUIRE,
ADD,UPDATE, DELETE
EDITS FOR INQUIRE, ADD, UPDATE, DELETE DATA DICTIONARY
LOOKUP DATA
I A U D EDIT I A U D ERROR Expense Type This field displays the Expense
Type for the entered Actor ID 2 D - - - - - - - - - VINEX
CD_SOURCE_INC_EXP Frequency This field displays the Frequency
type for the entered Actor ID 1 D - - - - - - - - - VINEX
CD_FREQ_INC_EXP Amount This field displays the expense
amount for the entered Actor ID 11,2 D - - - - - - - - - VINEX
AMT_INCOME_EXPENSE Begin Date This field displays the begin date
for the entered Actor ID 10 D - - - - - - - - - VINEX
DT_BEGIN End Date This field displays the end date
for the entered Actor ID 10 D - - - - - - - - - VINEX
DT_END Date Updated This field displays the date on
which the record was last updated.
10 D - - - - - - - - - VINEX TS_UPDATE
Updated By This field displays the Worker ID by whom it was updated.
30 D - - - - - - - - - VINEX ID_WORKER_UPDATE
GRID SECTION - ASSETS TAB - VIEW INCOME AND EXPENSES Asset Type This field displays the type of
asset for the entered Actor ID 3 D - - - - - - - - - VASST
CD_ASSET_TYPE Market Value This field displays the market
value for the entered Actor ID. 11,2 D - - - - - - - - - VASST
AMT_VALUE_ASSET Ownership
This field displays the type of ownership for the entered Actor ID.
3 D - - - - - - - - - VASST CD_OWNERSHIP
Joint (Specify) This displays the joint person’s name
30 D - - - - - - - - - VASST NAME_JOINT_OWNERSHIP
Additional Details This field displays the details about the asset for the entered Actor ID
150 D - - - - - - - - - VASST ADDITIONAL_TEXT
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SCREEN ELEMENT DESCRIPTION SIZE
REQUIRED, OPTIONAL,
DISLPAY FOR INQUIRE,
ADD,UPDATE, DELETE
EDITS FOR INQUIRE, ADD, UPDATE, DELETE DATA DICTIONARY
LOOKUP DATA
I A U D EDIT I A U D ERROR Begin Date This field displays the begin date
for the entered Actor ID 10 D - - - - - - - - - VASST
DT_BEGIN End Date This field displays the end date
for the entered Actor ID 10 D - - - - - - - - - VASST
DT_END Date Updated This field displays the date on
which the record was last updated.
10 D - - - - - - - - - VASST TS_UPDATE
Updated By This field displays the Worker ID by whom it was updated.
30 D - - - - - - - - - VASST ID_WORKER_UPDATE
SELECT FILTERS - COMMON FOR ADD INCOME AND EXPENSES / MODIFY INCOME AND EXPENSES Actor ID Unique identifier for the actor. 9 R - - - ENTER
REQUIRED FIELDS
Y - - - VDEMO ID_MEMBER
Untitled (Name) This field displays the surname and given name of an actor.
35 D - - - - - - - - -
DETAILS SECTION - ADD INCOME AND EXPENSES Currency This field displays the Currency
type. 3 - R - - ENTER
REQUIRED FIELDS
- Y - - VCURR CD_CURRENCY
Convention/Other Form <Radio button>
This field allows the user to select the type of application. By default it will be selected.
- O - - - - Y - - -
Regulation Form <Radio button>
This field allows the user to select the type of application.
- O - - - - Y - - -
DETAILS SECTION - MODIFY INCOME AND EXPENSES Currency This field displays the Currency
type. 3 - R - - ENTER
REQUIRED FIELDS
- Y - - VCURR CD_CURRENCY
GRID SECTION - INCOME TAB - COMMON FOR ADD INCOME AND EXPENSES / MODIFY INCOME AND EXPENSES
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SCREEN ELEMENT DESCRIPTION SIZE
REQUIRED, OPTIONAL,
DISLPAY FOR INQUIRE,
ADD,UPDATE, DELETE
EDITS FOR INQUIRE, ADD, UPDATE, DELETE DATA DICTIONARY
LOOKUP DATA
I A U D EDIT I A U D ERROR Relation This field displays the type of
relation for the entered Actor ID 3 - R R - ENTER
REQUIRED FIELDS
- Y Y - VINEX CD_RELATION
Income Type This field displays the Income Type for the entered Actor ID
2 - R R - ENTER REQUIRED
FIELDS
- Y Y - VINEX CD_SOURCE_INC_EXP
Frequency This field displays the Frequency type for the entered Actor ID
1 - R R - ENTER REQUIRED
FIELDS
- Y Y - VINEX CD_FREQ_INC_EXP
Amount This field displays the income amount for the entered Actor ID
11,2 - O O - - - Y Y - - VINEX AMT_INCOME_EXPENSE
Begin Date This field displays the begin date for the entered Actor ID
10 - O O - - - Y Y - - VINEX DT_BEGIN
End Date This field displays the end date for the entered Actor ID
10 - O O - - - Y Y - - VINEX DT_END
Date Updated This field displays the date on which the record was last updated.
10 D - - - - - - - - - VINEX TS_UPDATE
Updated By This field displays the Worker ID by whom it was updated.
30 - D - - - - - - - - VINEX ID_WORKER_UPDATE
GRID SECTION – EXPENSES TAB - COMMON FOR ADD INCOME AND EXPENSES / MODIFY INCOME AND EXPENSES Relation This field displays the type of
relation for the entered Actor ID 3 - R - - ENTER
REQUIRED FIELDS
- Y - - VINEX CD_RELATION
Expense Type This field displays the Expense Type for the entered Actor ID
2 - R - - ENTER REQUIRED
FIELDS
- Y - - VINEX CD_SOURCE_INC_EXP
Frequency This field displays the Frequency type for the entered Actor ID
1 - R - - ENTER REQUIRED
FIELDS
- Y - - VINEX CD_FREQ_INC_EXP
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SCREEN ELEMENT DESCRIPTION SIZE
REQUIRED, OPTIONAL,
DISLPAY FOR INQUIRE,
ADD,UPDATE, DELETE
EDITS FOR INQUIRE, ADD, UPDATE, DELETE DATA DICTIONARY
LOOKUP DATA
I A U D EDIT I A U D ERROR Amount This field displays the expense
amount for the entered Actor ID 11,2 - O - - - - Y - - - VINEX
AMT_INCOME_EXPENSE Begin Date This field displays the begin date
for the entered Actor ID 10 - O - - - - Y - - - VINEX
DT_BEGIN End Date This field displays the end date
for the entered Actor ID 10 - O - - - - Y - - - VINEX
DT_END Date Updated This field displays the date on
which the record was last updated.
10 D - - - - - - - - - VINEX TS_UPDATE
Updated By This field displays the Worker ID by whom it was updated.
30 - D - - - - - - - - VINEX ID_WORKER_UPDATE
GRID SECTION – ASSETS TAB - ADD INCOME AND EXPENSES Asset Type This field displays the type of
asset for the entered Actor ID 3 - R - - ENTER
REQUIRED FIELDS
- Y - - VASST CD_ASSET_TYPE
Market Value This field displays the market value for the entered Actor ID.
11,2 - O - - - - Y - - - VASST AMT_VALUE_ASSET
Ownership <Drop-down>
This field displays the type of ownership for the entered Actor ID.
3 - O - - - - Y - - - VASST CD_OWNERSHIP
Joint (Specify) This displays the joint person’s name
30 - O - - - - - - - - VASST NAME_JOINT_OWNERSHIP
Additional Details This field displays the details about the asset for the entered Actor ID
150 - O - - - - Y - - - VASST ADDITIONAL_TEXT
Begin Date This field displays the begin date for the entered Actor ID
10 - O - - - - Y - - - VASST DT_BEGIN
End Date This field displays the end date for the entered Actor ID
10 - O - - - - Y - - - VASST DT_END
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SCREEN ELEMENT DESCRIPTION SIZE
REQUIRED, OPTIONAL,
DISLPAY FOR INQUIRE,
ADD,UPDATE, DELETE
EDITS FOR INQUIRE, ADD, UPDATE, DELETE DATA DICTIONARY
LOOKUP DATA
I A U D EDIT I A U D ERROR Date Updated This field displays the date on
which the record was last updated.
10 D - - - - - - - - - VASST TS_UPDATE
Updated By This field displays the Worker ID by whom it was updated.
30 D - - - - - - - - - VASST ID_WORKER_UPDATE
GRID SECTION – ASSETS TAB – MODIFY INCOME AND EXPENSES Asset Type This field displays the type of
asset for the entered Actor ID 3 - - D - - - - - - - VASST
CD_ASSET_TYPE Market Value This field displays the market
value for the entered Actor ID. 11,2 - - O - - - - Y - - VASST
AMT_VALUE_ASSET Ownership <Drop-down>
This field displays the type of ownership for the entered Actor ID.
3 - - O - - - - Y - - VASST CD_OWNERSHIP
Joint (Specify) This displays the joint person’s name
30 - - O - - - - - - - VASST NAME_JOINT_OWNERSHIP
Additional Details This field displays the details about the asset for the entered Actor ID
150 - - O - - - - Y - - VASST ADDITIONAL_TEXT
Begin Date This field displays the begin date for the entered Actor ID
10 - - O - - - - Y - - VASST DT_BEGIN
End Date This field displays the end date for the entered Actor ID
10 - - O - - - - Y - - VASST DT_END
Date Updated This field displays the date on which the record was last updated.
10 D - - - - - - - - - VASST TS_UPDATE
Updated By This field displays the Worker ID by whom it was updated.
30 - - D - - - - - - - VASST ID_WORKER_UPDATE