Configure Eligibility Rules Engine in Social Benefits Playbook

  • Versão de lançamento: Australia
  • Atualizado 12 de mar. de 2026
  • 1 min. de leitura
  • The eligibility criteria in Social Benefits Playbook allows an agent to confirm whether an applicant is eligible for the benefit program being requested.​

    This section provides information for setting up PaCE (Policy as Code Engine) and using it within the Social Benefits Playbook. Eligibility policies are established by defining, testing, and publishing eligibility policies in the policy management home, mapping published policies to one or more benefit type(s), and updating existing policies as laws and regulations change.

    The eligibility criteria in the License and Permit Playbook and Social Benefits Playbook allow an agent to confirm whether an applicant is eligible for the specific license or permit requested. The playbooks use eligibility criteria, a series of questions posed to an applicant, to determine whether they are eligible to apply for a license or permit. Using a set eligibility criterion for the Playbooks may aid in deflecting applications in which the applicant is not eligible to obtain a license or permit.

    Eligibility criteria are established by performing the following three activities:

    • Creating a checklist template for the license or permit class
    • Adding the eligibility checklist to the license or permit record producer
    • Mapping it to the respective license or permit class

    If the applicant fulfills all the eligibility criteria, then the agent can proceed in creating a case for the applicant. If the applicant does not fulfill at least one of the eligibility criteria, an agent cannot proceed in creating a case for the applicant.