Contract State Definitions and Workflow Management
Contract Lifecycle State Framework
The contract management system utilizes a comprehensive state-based workflow to control contract progression, editing permissions, and claims processing eligibility. Each state represents a specific phase in the contract lifecycle with defined permissions and operational implications.
Pre-Approval States
Draft Status
Operational Characteristics:
Editing Permissions: Full modification capabilities available to contract creator
Claims Eligibility: Non-claimable status - no claims processing permitted
Business Application: Development and preparation phase for contract configuration
Workflow Position: Initial state for all new contract creation
Evaluation Status
Operational Characteristics:
Submission Status: Contract submitted by creator for formal review and approval
Approval Process: Pending sub-approval or final approval per Contract Approval Hierarchy
Claims Eligibility: Non-claimable status - claims processing remains restricted
Business Application: Formal review and approval workflow phase
Access Control: Editing permissions transferred to designated approvers
Operational States
Approved Status
Operational Characteristics:
Approval Completion: Final approval granted by designated authority
Automatic Transition: System automatically advances to Active or Expired status based on current date relative to contract timeframe
Claims Eligibility: Claimable status activated upon approval
Business Application: Contract ready for operational implementation
Active Status
Operational Characteristics:
Operational Status: Fully operational and claims-eligible contract
Date Validation: Current date falls within defined contract start and end date parameters
Claims Processing: Full claims processing capabilities enabled
Business Application: Primary operational state for ongoing contract execution
Expired Status
Operational Characteristics:
Temporal Status: Contract end date has passed relative to current date
Claims Eligibility: Maintains claimable status for historical claims processing
Business Application: Concluded contracts with ongoing claims processing requirements
Operational Continuity: Supports completion of pending claims and final reconciliation
Modification and Termination States
Amended Status
Operational Characteristics:
Version Control: Previous contract version superseded by newer amendment
Claims Eligibility: Non-claimable status - claims processing redirected to current version
Business Application: Historical version preservation while maintaining operational continuity
Audit Trail: Maintains complete contract evolution documentation
Terminated Status
Operational Characteristics:
Termination Authority: Available exclusively to users with both Finalizer permissions and Contract Approval Hierarchy membership
Eligible Source States: Termination permitted from Active or Expired status only
Claims Impact: Prohibits creation of new claims while preserving existing claims processing
Business Application: Formal contract conclusion with controlled claims closure
Cancelled Status
Operational Characteristics:
Cancellation Authority: Contract Creator or designated Approver authorization required
Eligible Source States: Cancellation permitted from Draft or Evaluation status only
Claims History: No claims processing history - contract never achieved claimable status
Business Application: Formal abandonment of contracts prior to operational implementation
Business Implications and Workflow Management
Claims Processing Framework
Claimable States: Approved, Active, Expired
Non-Claimable States: Draft, Evaluation, Amended, Terminated, Cancelled
Access Control and Permissions
Creator Permissions: Full editing access in Draft state
Approver Permissions: Review and approval authority in Evaluation state
Finalizer Permissions: Termination authority for operational contracts
Audit and Compliance
State Transitions: All status changes maintain comprehensive audit trails
Version Control: Complete contract lifecycle documentation preserved
Regulatory Compliance: State-based controls ensure appropriate authorization and approval processes