Funding
Represents the specific details of a Participant's funding, i.e. NDIS Funding or Home Care Package.
Fields & Relationships
The table below provides a comprehensive overview of all fields and relationships for the Funding object in Maica. Please refer to the table below for detailed information.
Click here to view and download the complete Funding Schema.
Validation Rules
The list below outlines the Validation Rules applied to the Funding Object in Maica.
Please refer to the list below for more detailed information on each Validation Rule.
End Date Must Be After Start Date
This rule ensures that the End Date is after the Start Date.
Rule Name
VAL_FUNDING_0001
Error Message
VAL_0001: The End Date must be after the Start Date.
Error Location
End Date
maica_cc__Start_Date__c > maica_cc__End_Date__c
Claim Period Required When Funding Source is Home Care Package
Ensures that the Claim Period is provided when the Funding Source is Home Care Package.
Rule Name
VAL_FUNDING_0002
Error Message
VAL_0002: Please ensure that the Claim Period is provided when the Funding Source is HCP.
Error Location
Top of Page
AND(
ISPICKVAL(maica_cc__Funding_Source__c, "Home Care Package"),
ISPICKVAL(maica_cc__Claim_Period__c, "")
)
Automation
Flows
The list below outlines the Flows applied to the Funding Object in Maica.
Please refer to the list below for more detailed information on each Flow.
Plan Date Change Email Notification
This flow is designed to send an email notification when the start or end date of a Funding record changes.
Flow Label
Maica - Funding Date Change Email Notification Flow
API Name
maica__Funding_Date_Change_Email_Notification_Flow
Type
Autolaunched Flow
Flow Summary
This flow sends an email notification when the start or end date of a funding record changes.
It determines the recipient based on the email settings.
Sends the email using a specified template.
Triggers on the update of a funding record.
Runs asynchronously after the record is saved.
Trigger Handlers
The list below outlines the Trigger Handlers applied to the Funding Object in Maica.
Please refer to the list below for more detailed information on each Trigger Handler.
Funding Record Adjust Recurring Invoices
This trigger is designed to manage the adjustment of recurring invoices for plans in Maica.
Load Order
1
Label
FundingAdjustRecurringInvoices_MDTM
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