Configure Eligibility Framework in Social Benefits Playbook
The eligibility criteria in Social Benefits Playbook allows an agent to confirm whether an applicant is eligible for the benefit program being requested.
The Social Benefits Playbook uses an eligibility framework criteria, a series of pre-defined policies that are associated to a specific benefit, to determine whether they are eligible to apply for one or more social benefit programs that your agency offers. These policies are a set of pre-defined rules and logic that determines whether a constituent will receive benefits or not. Using a set eligibility criteria for Social Benefits Playbook may aid in deflecting applications in which the applicant is not eligible for a specific social benefit program. These policies can be updated as rules and regulations change. The policies in Social Benefits Playbook eligibility framework criteria are powered by Policy as Code Engine (PaCE).
- Defining, testing, and publishing eligibility policies in the policy management home.
- Mapping published policies to one or more benefit type(s).
- Updating existing policies as laws and regulations change.
You can use the Eligibility Framework Engine to manage the life cycle of a policy and create, update, review, and execute policies. With the Eligibility Framework, you can:
- Evaluate any changes to ensure they meet your organization's policy management requirements.
- Create a policy, modify policy information, or copy a policy and its version to a new policy.
- Create a new policy version by copying an existing policy version and modifying it.
- View and define mapping information for any policy.
- Review executed policy activity and execution history for policies and policy versions.
- Use tags and categories to manage your policies more efficiently.
If the applicant fulfills all the criteria set forth by the eligibility framework policies, then the applicant can proceed with their application, or the agent can proceed in creating a case for the applicant. If the applicant does not fulfill at least one of the eligibility criteria, neither an agent nor an applicant can proceed in creating a case for the social benefit program.