Represents the specific details of a Participant's funding, i.e. NDIS Funding or Home Care Package.
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 to view and download the complete Funding Schema.
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.
This rule ensures that the End Date is after the Start Date.
Ensures that the Claim Period is provided when the Funding Source is Home Care Package.
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.
This flow is designed to send an email notification when the start or end date of a Funding record changes.
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.
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.
This trigger is designed to manage the adjustment of recurring invoices for plans in Maica.
Runs asynchronously after the record is saved.
Proceeds to a fake assignment to fix a packaging issue.
Fake Assignment (Assignment):
This step exists to ensure the flow runs properly due to a packaging issue.
Proceeds to the decision step to check if the email template in the email setting is null.
Is Template in Email Setting Null? (Decision):
Checks if the templateFromEmailSetting is null.
No: If the template is not null, proceeds to the decision step to determine the email recipient.
Yes: Ends the flow.
To whom should this message be delivered? (Decision):
Checks the recipient from the email setting and determines who should receive the email.
Recipient In Email Setting Equals Current Participant Owner: Assigns the participant owner's ID to UserIdToSendEmail and proceeds to send the email.
Recipient In Email Setting Equals User And User Id In Email Setting Is Not Null: Assigns the user ID from the email setting to UserIdToSendEmail and proceeds to send the email.
Set Plan Participant Owner Id (Assignment):
Assigns the participant owner's ID to UserIdToSendEmail.
Proceeds to send the email.
Set User Id (Assignment):
Assigns the user ID from the email setting to UserIdToSendEmail.
Proceeds to send the email.
Send Email (Apex Action):
Calls the SendEmailInvocable Apex action to send the email.
Passes the email template, from email address, and recipient ID as input parameters.
Ends the flow.
When a new funding record (maica_cc__Funding__c) is created.
When an existing funding record is updated.
Any specific field changes that are monitored by the trigger (defined in the handler class).
Initialisation:
When a plan record is created or updated, the trigger is initialised. The FundingAdjustRecurringInvoices_MDTM metadata type configuration is loaded, ensuring that the trigger is active (Active__c is true) and has the correct load order (Load_Order__c is 1.0).
Trigger Execution:
Upon initialisation, the trigger executes the logic defined in the FundingAdjustRecurringInvoices_MDTM class.
The class methods perform the following steps:
Validation: The funding record data is validated to ensure it is complete and accurate.
Trigger Outcome:
Once executed, the trigger ensures that recurring invoices for funding records are adjusted correctly, according to the logic specified in the handler class. This helps maintain accurate invoice data for funding records.
Rule Name
VAL_FUNDING_0001
Error Message
VAL_0001: The End Date must be after the Start Date.
Error Location
End Date
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
Flow Label
Maica - Funding Date Change Email Notification Flow
API Name
maica__Funding_Date_Change_Email_Notification_Flow
Type
Autolaunched Flow
Load Order
1
Label
FundingAdjustRecurringInvoices_MDTM
maica_cc__Start_Date__c > maica_cc__End_Date__cAND(
ISPICKVAL(maica_cc__Funding_Source__c, "Home Care Package"),
ISPICKVAL(maica_cc__Claim_Period__c, "")
)Adjustment: Recurring invoices are adjusted based on changes to the funding record details, such as modifications to the services or billing frequency.
Update: The funding record is updated with the newly adjusted invoice data.