Evidence sharing triggers

If a sharing configuration exists between a source case and a target case, certain caseworker actions trigger the evidence broker to share evidence records between the cases.

The following caseworker actions trigger the evidence broker to share evidence, where a relevant sharing configuration exists between the source and target case types. The broker shares the most recent active version of evidence in accordance with sharing configurations, evidence sharing rules, and evidence maintenance rules. When the broker shares evidence to a target case, the system either resolves the evidence automatically onto the target case, or adds the evidence to the caseworker's incoming evidence list for manual review and processing.
Adding a case member

If a caseworker adds a person as a case member to a case, the evidence broker shares the person's evidence, and the evidence from any other cases that the person is included on, to the target case.

Adding a case member typically triggers evidence sharing, with one exception. During the application authorization process, the ongoing case and the product delivery cases are created and members are added to the new cases. The adding a case member trigger point that normally pulls evidence onto a newly created integrated case is bypassed where that trigger point is encountered during the authorization of the application case. Instead, the trigger point of authorizing the application is used to push the evidence from the application case to the cases as required.

Activating evidence

If a caseworker activates the addition, modification, or removal of evidence onto a case, the evidence broker shares the updated evidence to the relevant target cases.

Activating evidence normally triggers evidence sharing with the following two exceptions:
  • When evidence is configured to use the redesigned evidence broker and when evidence is changed on an application case, the evidence is automatically activated. However, until the application is authorized, evidence activation does not trigger evidence sharing.
  • During application submission, if evidence is changed on a case, for example, on the person record, evidence activation does not trigger evidence sharing. Instead, the evidence is also created on the application case so that it can be shared during application authorization.
The reason for the exceptions is that at this stage in the application process, the evidence might not yet be ready to share outward to other cases. Instead, the evidence is shared to other cases during application authorization.
Authorizing an application

If a caseworker authorizes an application, the evidence broker shares the evidence from the associated application case to the relevant target cases.