Business analysis > Curam Funded Program Management Guide > Configuring Funds

Associating Products and Services with Funds

Funds are associated with products and services in order to make them available to clients. Product or services can be added, modified, and viewed. These associations can also be removed provided the fund associated with the product or service has no fund fiscal year obligations. Fund administrators can view a summary of related associations. This summary is populated with all associated funds for the product or service currently being viewed.

The following describes the process of associating funds with products and services and how Funded Program Management uses the information captured:

• A search facility is provided to find the product or service to be associated with the fund. The type of association selected, i.e., product or service, determines the search available. If 'product' is selected, then the search option provides a list of available products that can be associated with the fund. If 'service' is selected, the list of available services is displayed. When the services selected are authorized, clients in receipt of those services may also be eligible for the fund.
• Each product or service association with a fund has an active period and a priority. The priority can be used to determine the order in which funds should be evaluated when selecting a fund source to be obligated for the client. The product or service with a priority of 1 will have first availability to the funds.
• Funding rule sets are also associated with products and services. If a client is eligible for the associated service, the system uses the rule set to identify the funds to be obligated. For information on assigning funding rule sets to products and services, see Assigning Funding Rule Sets to Products and Services.

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