The nuts and bolts of Maica

Object Diagram

The diagram below illustrates the various components in the Maica solution and the relationships between them.

Maica extends many of the standard Salesforce objects that you may already be familiar with, such as Contact, Opportunity and Product. A few custom (or new) objects will also be introduced to your Salesforce organisation that are used to facilitate core Maica functionality, such as Plan, Service Booking and Payment Request.

The key data objects being used by Maica are listed below with a description of their purpose and relationship to other data elements within the solution.

  • Contact: represents a person, such as a Participant, partner, supporter, referrer, guardian, etc

  • Account: represents an organisation, such as a Provider, commercial partner, household, etc

  • Opportunity & Opportunity Product: tracks any potential revenue, such as service agreements, product sales, etc

  • Product & Price Book: defines the underlying product structure from the NDIS, including support category, support item number, purpose, etc

  • Case: represents any incoming enquiry, complaint, issue as well as a set of support coordination features

  • Service Contract: represents the actual delivery contract once a service agreement (via opportunity) has been finalised

  • Plan: represents the overall NDIS plan for a participant which is automatically synced from the NDIA via their APIs

  • Plan Budget: represents a plan's recorded budget items which are automatically synced from the NDIA via their APIs

  • Service Booking: represents a support category budget that can be created/amended directly from within Salesforce; also automatically synced to the NDIA

  • Booking Item: represents the individual budget items within a service booking which can be created/amended directly from within Salesforce

  • Invoice: represents the mechanism of entering completed services (either internal or external) which require automatic claiming from the NDIA

  • Invoice Line Item: represents an individual support item (product) that is to be automatically claimed from the NDIA

  • Payment Request: represents the mechanism for submitting an automated claim to the NDIA and triggering payment (once approved)

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