Selective Application of Data (SAD) 008-18012400

The SAD function must be applied when streaming a claim for Disability Support Pension (DSP) where the claim is not ready to be finalised. For example, where a Job Capacity Assessment (JCA) referral is required.

When a customer and/or partner is currently on an existing Income Support Payment (ISP) and they provide information in their DSP claim which will impact their current ISP, this is considered a notification of change in circumstances. Updates must be applied and finalised via the SAD function at streaming. This is to immediately apply any changes of circumstances to the current ISP the customer and/or partner receive.

The SAD function is not required when the DSP claim will be rejected or manually granted at the streaming stage. If a customer and/or partner is currently receiving another ISP, all non-medical information or changes to circumstances must be coded before the claim is finalised.

See Streaming a new claim for Disability Support Pension (DSP) for more information about coding changes of circumstances for current ISP customers and/or partners.

SAD activities must have a status of Completed or QMA. SAD activities must not remain In Progress or placed On Hold.

The only time a SAD activity can be placed ‘On Hold’ is when a system issue prevents finalisation of the activity, and an incident has been raised.

Always check the Transactions tab to make sure the SAD activity has been completed.

DSP new claim (NCL) activities

Prior to actioning the SAD, staff must select Process from within the DSP NCL activity.

Selecting Process populates information from the online claim into the claim activity. Paper claims will not load claim data so this will need to be entered manually.

Once all claim coding is updated within the NCL activity, some of these updates must be finalised via the SAD function:

• Go to the Transaction Summary (TS) screen
• Select > Selective Application Data

Tasks that can be transferred and/or finalised on the SAD function are:

• Income and Asset Data:
  • Earnings (EAN)
  • Other Assets (OAS)
  • Savings and Loans (SVS)
  • Shares (SIS)
  • Managed Investments (MIS)
  • Income Streams (SUPS)
  • Other Government Payments (OINS/DVAS/OGP)
  • Foreign Income and Assets
  • Other Income (OINS)
  • Gifts (GIFT)
  • Business (BUS)
  • Real Estate (RE)
  • Compensation (CIMD)
• Personal Details:
  • Customer Person Details (CPD) Partner Details and Child Details
• Payment Destination (PAS)
• Contact Information, such as:
  • Address Details (AD)
  • Accommodation Details (AC)
  • Telephone data (TD)
  • Office Code changes (OC)
  • Partner Contact Details
• Medical and Caring Details
• Medical Conditions Details (MC) screen
• Work Capacity (WC) screen
• Residence details (CRES)
• Activity and Exemption Summary (AEX)
• Legal Residence details (RSLEG)
• Immigration Enquiry (RSIMME)

The SAD function lists eligible tasks that can be transferred/finalised from the activity.

Note: updates to the partner’s record can be included in the SAD activity by accessing partner record via Relations Menu.

The default preselects all eligible tasks on the customer, partner and child records. Deselect tasks that are not being transferred/finalised. For example, income and assets which are not being updated during Rapid Stream.

To deselect a task, select the 'ticked' task.

If a task is deselected in error it can be reselected prior to selecting Continue.

When a task is deselected on the customer's record, the same task will be automatically deselected where it appears under any other record (partner and linked children). If there are related tasks, deselect any related tasks. This will make sure data is updated correctly. For example:

• When a customer and partner have the same task available (for example, savings), both the customer and the partner's task will be deselected
• If there are Managed Investments (MIS), Listed Securities (SIS) or Bank Accounts (SVS) tasks and if one of these tasks is deselected, all will be deselected
• If there is more than one Customer Details Cluster tasks (for example Address (ADS), Person details (CPD), Accommodation details (ACS), Telephone details (TDS) (existing FIN tasks)) and if one of these tasks is deselected, all will be deselected

Tasks can be shown or hidden by selecting the twisty Hide Customer's transferable tasks.

Note: the ‘Process’ button must be selected within the DSP claim activity prior to actioning claim updates and completing the SAD activity.

When ACS verification is coded as NCL in a DSP claim and transferred to the SAD REA activity, this will automatically revert to COA, on submission of the SAD activity.

This code cannot be amended within the SAD.

The DSP Progress of Claim DOC or SAD DOC must be updated to advise that ACS coding has reverted from 'NCL' to 'COA' due to a system limitation.

See Determining proof of rent for the Verification field on the Accommodation Details (AC) screen for information about:

• updating ACS in a SAD activity when streaming a DSP Claim, or
• finalising a DSP claim, after a previous ACS within a SAD

The SAD function will transfer the selected tasks to a new reassessment (REA) activity.

The system will navigate to the assessment and finalisation process for the secondary REA activity.

Once REA activity has been completed all data within that activity is applied to the relevant records.

After completing all provisional updates required for both customer and partner in the DSP claim activity.

Start SAD:

• go to the Transaction Summary (TS) screen
• select > Selective Application Data
• on the Task Selector screen, select or deselect any updates as needed
• select Submit
• on the TS screen, the banner will display REA as the activity type
• continue on to the next section to process and finalise the SAD activity

Finalise SAD:

• select Process
• address any edits or warnings from the Errors (SWE) screen
  • if error E005AM - Receipt Date can’t be more than 1 year in the past for this Source, go to Step 6
• select Assess
• on the Entitlement (ELD) screen, select Finish. The finalise text box will display:
  'Information provided in the customer's DSP claim has been updated and finalised via SAD (Selective Application of Data). Screens updated: Text will be auto-populated by the relevant Tasks completed in SAD activity. Refer to DSP Progress of Claim DOC/Notes for further information regarding DSP Claim'
• select Finalise
• DL/Note will be created with DOC Summary line: 'SAD Update XX/XX/XX (date actioned)'
• on TS screen, go to Transactions > All Transactions > select claim ID hyperlink to return to TS screen
• complete appropriate referrals (for example, JCA)
• go to DL/Notes to annotate the progress of claim DOC with:
  • SAD update completed see DOC dated xx/xx/xx
  • any other referrals or actions taken
• Note: if a time out error occurs during the SAD process, go to Transactions, select the SAD (REA) activity and repeat the process to Finalise SAD
• When the SAD activity is Completed (including where it has been selected for QMA), go to Step 7

If the date of receipt of the DSP claim is more than 12 months in the past, this date transfers to the SAD activity, and an error may present - E005AM Receipt Date can’t be more than 1 year in the past for this Source. If this error occurs within the SAD activity:

• select the Status icon
• change status to Cancelled
• go to Transactions tab > All Transactions > select DSP claim ID hyperlink to return to TS screen in the DSP claim
• review Date of receipt then select > Update DOR. This will update the date of receipt and regenerate the DSP claim
• select Process
• action all claim updates making sure PNA date and provisional data is coded from the correct date
• go to the TS screen and select > Selective Application Data

Return to Step 5 to finalise SAD.

When the SAD activity is Completed (including selected for QMA), you must return to the DSP claim activity before taking any further actions on the claim, for example a JCA Referral.

JCA Referrals must only be actioned from the More Options menu within the DSP claim activity, not the SAD.

• On the Transactions Summary (TS) go to Transactions? All Transactions > Select the DSP Claim ID to enter the claim transaction/activity
• The Transaction type will display as Claim and the Activity Type (under the customer’s Name and Date of Birth) will display as NCL
• Progress the DSP claim, see Streaming a new claim for Disability Support Pension (DSP)

When a SAD activity is selected for QMA, the Claiming DSP exemption coded on the Activity and Exemption Summary (AEX) screen may not present in the QMA workflow.

Quality Management Officers (QMO) must navigate to the AEX screen manually from within the QMA workflow to check the coding.