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

After coding customer details within the NCL activity, all updates must be finalised via 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)

Note: for Process Direct to read data on Pensions Disability Information (PDI), data must remain provisional. As the SAD function confirms data, PDI has been excluded from the available SAD tasks.

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.

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, see Item 5
• 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 Item 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 Item 4 to continue with completion of SAD function.

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.

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, if a Job Capacity Assessment (JCA) referral is required.

The SAD function is not required when the DSP claim will be rejected or manually granted at the streaming stage.

SAD activities must not remain Started or On Hold. Always check Activity List (AL) screen to make sure the SAD activity has a status of completed. The only time a SAD activity can be placed on hold is when a system issue prevents finalisation and a mySupport request has been lodged.

DSP new claim (NCL) activities

After coding all customer updates within the NCL activity, go the SAD screen in Customer First by:

• accessing the Activity List (AL) screen and keying 'F' next to a DSP new claim activity, or
• on any screen, while in the activity context, keying 'SAD' in the Nxt field

If there is no eligible data in the primary activity which can be applied via the SAD screen, the following error message will display: 'E663AM - There are no eligible tasks to transfer'.

If attempting to use the FIN process to finalise tasks within a DSP new claim activity which should be finalised within the SAD screen the following error message will display:

'E636AM You should finalise tasks from the SAD Page in SUW'

Use Customer First and access the SAD screen. See Item 1.

This error will not apply to DSP new claim activities and the current Customer Details Cluster (CDC) FIN process will be able to be used.

To finalise the data, Service Officers can use the SAD screen to nominate whether to transfer the task to another activity or create a new one. The SAD screen automatically defaults to 'Yes' for 'New Activity?' and creates a new secondary activity for the selected tasks to be transferred to.

The 'No - enter activity ID' option is where an existing activity ID to transfer the tasks to can be nominated.

The Activity Class and Activity Code fields are protected and default to the following values:

• Activity Class field to Pensions, and
• Activity Code field to Selective Task Transfer

To add other tasks to an existing secondary activity

There are limited occasions when this is required. They are when:

• not all of the required tasks were selected within the SAD screen when the secondary activity was created
• an Assessment Warning and Errors (AWE) edit or warning is presented requiring a further task be added to the secondary activity

To select a further task(s) to add to a secondary activity in the SAD screen:

• for the question 'Nominate activity that customers tasks will be transferred to', select 'No'
• a new Activity ID field will show. Key the Activity ID for the secondary activity
• select the additional tasks
• select Continue

Tasks that can be transferred and/or finalised on the SAD screen 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
• Pensions Disability Information (PDI) screen
• Residence details (CRES)

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

The default is for all eligible tasks on the customer's, partner's and child/ren's records to be selected. Deselected tasks will not be transferred/finalised at this time.

To deselect a task, select on the 'ticked' task. The colour will change to yellow as confirmation and the tick will disappear.

When a task is deselected on the customer's record, that task will also be automatically deselected where it appears under any other record (partner and linked children). If there are related tasks, those related tasks will also be deselected. This is to make sure that 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 task (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

Use the twisty Hide Customer's transferable tasks to show or hide tasks.

If a task is deselected in error, reselect before selecting Continue.

If the tasks and activity type(s) displayed on the SAD screen are correct, start the SAD process. Select Continue to transfer the selected tasks to a new secondary activity.

The system navigates to the assessment and finalisation process for the secondary activity and automatically determines if the Assessment Results (AR) screen will display as part of completing the activity.

If the Assessment Warnings and Error (AWE) screen displays:

• select the secondary activity from the AL screen
• address any edits or warnings, and
• key 'AR' into the Next field to complete the activity:
• the AR screen displays if there is a reassessment as a result of applying the data. Check the results to make sure they are correct

Once the secondary activity has been completed, all data within that activity is applied to the relevant records and the SAD screen only shows the remaining provisional data that can be finalised. Finalise the secondary activity immediately if possible.

Never complete the primary activity if there is an uncompleted secondary activity.

Record details of SAD updates in the DSP NCL progress DOC.

Select the DSP Claim activity from AL and progress the claim. See Streaming a new claim for Disability Support Pension (DSP).