Configure Service Exchange for Consumers

Australia Public Sector

Release
australia
ft:locale
pt-BR
ft:publication_title
Australia Public Sector
ft:clusterId
gvin
bundleId
gvin
workflow
Customer and Industry
  • Public Sector Digital Services (PSDS)
  • Explore
  • Data management
  • Portals
  • Government Service Portal
  • Reviewer Service Portal
  • Grants Management Portal
  • Agent experience
  • Investigative Case Management
  • Playbooks
  • Social Benefits Playbook
  • License and Permit Playbook
  • Information Request Playbook
  • Service Request Playbook
  • Case management
  • Service Bridge
  • Policy as Code Engine (PaCE)
  • Analytics and insights
  • Configure
  • Set up your environment
  • Getting Started with Public Sector
  • Activate Public Sector Core
  • Install Public Sector Core
  • Plugins activated with Public Sector Core
  • Public Sector properties
  • Configure foundation data
  • Customer data
  • Configure households
  • Create or update a household
  • Add constituents to a household
  • Create a relationship between household members
  • Create and manage cases for a constituent or household
  • User management
  • Configure user roles and groups
  • Assign roles to Public Sector users
  • Configure related parties for Items Received
  • Product data
  • Optional configuration steps
  • Set a default view for Items Received
  • Configure agent workspaces
  • Case Management
  • Public Sector case types
  • Service Exchange
  • Install Service Exchange
  • Configure Service Exchange
  • Configuring Service Exchange for Providers
  • Create remote service catalog items
  • Create remote task definitions
  • Configure Service Exchange for Consumers
  • Activate remote catalog item entitlements
  • Set up a Service Exchange connection
  • Service definitions
  • Associate an agency location to a Public Service definition
  • CSM Configurable Workspace
  • Configure the List Menu
  • Configure the landing page
  • Activate Customer Central
  • Relabel CSM Workspace items after upgrade
  • Relabel BLSP items
  • Case Routing and Assignment
  • Configure Advanced Work Assignment (AWA)
  • Playbooks and Solutions
  • Investigative Case Management
  • Install
  • Foundation
  • Assign personas, roles, responsibilities, and groups
  • Personas
  • Configure role responsibilities
  • Case Workspace
  • Create a case team
  • Entity Management
  • Evidence Management
  • Grants Management
  • Install Grants Management
  • Configure pre-eligibility questions
  • Configure a retention policy
  • Configure single-currency mode
  • Configure PaCE RCA Privileges
  • Configure read/write access roles
  • Toggle character count display for form fields
  • Configure the Smart Assessment Engine
  • Configure the Reviewer Service Portal
  • Configure a custom program record header
  • Configure the Merit Review Scoring Framework
  • Create a results letter template
  • Social Benefits Playbook
  • Install Social Benefits Playbook
  • Configure Eligibility Rules Engine
  • Configure Preliminary Verification Checklist UI
  • Define Eligibility Questions
  • Configure Eligibility Rules Engine Policies
  • Configure auto-cancellation for draft cases
  • License and Permit Playbook
  • Install License and Permit Playbook
  • Configure Virtual Agent
  • Extend the License and Permit Base Case
  • Configure service definition catalog items
  • Configure eligibility framework
  • Configure decision tables
  • Create a pre-eligibility decision table
  • Create a pricing configuration decision table
  • Add pricing endorsements to the decision table
  • Add a price adjustment
  • Associate a decision table with a License & Permit case type
  • Create Document Templates
  • Define a Product Model
  • Configuring playbooks-on-portal for a custom case type
  • Information Request Playbook
  • Install Information Request Playbook
  • Configure RCA privilege settings
  • Configure Manage documents activity UI
  • Configure Similar Request Documents UI
  • Service Request Playbook
  • Install Service Request Playbook
  • Configure a playbook service definition
  • Configure a custom playbook
  • Configure the Similar Records Activity UI
  • Agent tools
  • Mobile Agent
  • Enable communication channels
  • Virtual Agent
  • Engagement Messenger
  • Implement intelligence
  • Configure AI Agents
  • Set up self-service
  • Customize the Government Service Portal
  • Configure the service catalog
  • Configure the Grants Management Portal
  • Approve contact registration
  • Extend capabilities
  • Performance Analytics and Reporting
  • Domain Separation
  • Integrate
  • Field Service Management
  • Use
  • Portals
  • Government Service Portal
  • Register
  • Self-register a business account
  • Update a constituent profile
  • Track cases
  • Submit a social benefits application
  • Create a service request
  • Create an information request
  • Create a license or permit request
  • Track the status of a request
  • Manage your public service cases
  • Email notifications
  • Service level agreements
  • Virtual agent assistance
  • Grants Management Portal
  • View the grants proposal result letter
  • Accept or decline a grant award
  • Business Location Service Portal
  • Playbooks
  • Using Social Benefits Playbook
  • Using the Eligibility Rules Engine
  • Understanding PaCE
  • Resolving a social benefits case
  • Add a beneficiary
  • Using License and Permit Playbook
  • Resolving a license and permit case
  • Track license and permit requests
  • Create a request
  • Using the contextual side panel
  • Use response templates
  • Using the activity stream
  • Viewing the dynamic related records
  • Viewing the ribbon information
  • Add Multiple Parties to a record
  • Create a business contact account
  • Manage contacts or related parties
  • Using Information Request Playbook
  • Create an information request record
  • Using the contextual side panel
  • Use response templates
  • Using the activity stream
  • Viewing the dynamic related records
  • Viewing the ribbon information
  • Track information requests
  • Resolving an information request case
  • Redact sensitive data from documents
  • Add Multiple Parties to a record
  • Using Service Request Playbooks
  • Create a service request record
  • Resolving a service request case
  • Using the contextual side panel
  • Use response templates
  • Using the activity stream
  • Viewing the dynamic related records
  • View the ribbon information
  • Customize the related records view
  • Track government service requests
  • Solutions
  • Using Investigative Case Management
  • Using Entity Management
  • Using Evidence Management
  • Create a case
  • Create an investigative case narrative
  • Add a person
  • Add a property to an investigative case
  • Add a location to an investigative case
  • Add an event to an investigative case
  • Add vehicles to an investigative case
  • Add an organization to an investigative case
  • Add firearms
  • Associate and link multiple entities
  • Create a case team
  • Add evidence to an investigative case
  • Create a chain of custody log
  • Associate and link evidence to entities
  • Using Grants Management
  • Create a funding program
  • Create a grant program
  • Managing grant proposals
  • Using the Reviewer Service Portal
  • Review and score a grant proposal
  • Create a Funding Proposal
  • Add points of contact to a Grant Program
  • CSM Configurable Workspace
  • Creating and resolving case tasks
  • Create a business record
  • Virtual Agent
  • Mobile Agent
  • Perform agent tasks
  • Using the activity stream
  • Track government service requests
  • Track information requests
  • Service Exchange
  • Document Processor
  • Analytics and Reporting
  • Constituent Service dashboard
  • Performance Overview
  • Reference
  • Data Model
  • Core
  • Core Tables and Flows
  • Service Request
  • Service Request Tables
  • Information Request
  • Information Request Tables
  • License and Permit
  • License and Permit Tables
  • Social Benefits
  • Social Benefits Tables
  • Grants Management
  • Grants Management Tables
  • Investigative Case Management
  • Investigative Case Management Tables
  • Service Applicant
  • Service Applicant Information Tables
  • Service Applicant Program Management Tables
  • Core Role Relationships
  • Components installed
  • Roles installed
  • Properties installed
  • Plugins installed
  • Service Catalog
  • Life cycle of a Public Service case
  • Forms
  • Public Service Case Forms
  • Government Service Case form
  • Service Request case form
  • Information Request case form
  • Public Service Profile Forms
  • Business Profile form
  • Agency Profile form
  • Constituent Profile form
  • Investigative Case Management reference
  • Completeness Rules by Investigative Case Management Entity Type
  • Investigative Case Management case forms
  • Entity Management forms
  • Person form
  • Location form
  • Event form
  • Vehicle form
  • Property form
  • Organization form
  • Firearm form
  • Evidence Management forms
  • Evidence form
  • Evidence entity form
  • Case details form
  • Now Assist for PSDS
  • Explore
  • Generative AI skills
  • Document screening
  • Chat Summarization
  • AI Search
  • Agentic AI
  • Configure
  • Install
  • Activate Now Assist skills
  • Document screening
  • Investigative case summarization
  • Government case summarization
  • Chat summarization
  • AI search
  • Configure AI Search Profiles
  • Activate AI Agents
  • Skill inputs
  • Use generative AI skills
  • Screen an uploaded document type
  • Summarize a government case
  • Summarize an investigative case
  • Refine an investigative narrative
  • Summarize a chat interaction
  • Use AI Search
  • Use agentic AI
  • Use AI Agents in PSDS

Configuring Service Exchange for Consumers for Public Sector Digital Services

You can do the following configuration tasks to customize your Service Bridge for consumers instance, the Government Service Portal.

Tarefas relacionadas
  • Activate remote catalog item entitlements for Service Exchange Consumers
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