Zurich Public Sector

Release: zurich
ft:locale: English
ft:publication_title: Zurich 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
Playbooks and solutions
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 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
Grants Management
Install Grants Management
Foundation
Configure Restricted Caller Access (RCA) for Document Templates
Assign personas, roles, responsibilities, and groups
Personas
Configure read/write access roles
Toggle character count display for form fields
Configure a retention policy
Configure single-currency mode
Configure export application functionality
Configure PaCE Eligibility Framework Engine
Define eligibility pre-screener questions
Configure Eligibility Rules Engine Policies
Create a case API Variable
Create a case data collector
Create an eligibility policy
Map an eligibility policy to a grant model
Configure PaCE RCA Privileges
Configure Smart Assessment templates
Configure the Reviewer Service Portal
Configure a custom program record header
Set up a grant program
Create a results letter template
Configure RCA Access for results letter
Configure the Merit Review Scoring Framework and Rubric
Create custom merit scoring framework
Configure a scoring rubric
Social Benefits Playbook
Install Social Benefits Playbook
Assign personas, roles, responsibilities, and groups
Add an approver group
Configure product models
Configure Playbook
Configure benefit summary
Duplicate and configure a benefit summary flow
Create flow variables
Configure Eligibility Rules Engine
Configure an eligibility pre-screener
Define eligibility pre-screener questions
Configure Eligibility Rules Engine Policies
Create an eligibility policy
Create an eligibility policy template
Create eligibility policy from template
Map an eligibility policy to a benefit model
Update an eligibility policy
Update a policy logic
Update policy mapping
Configure a disclaimer or terms
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
Assign personas, roles, and groups
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
Guided Decisions
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
Apply for a grant
View the results of a grant application
Accept or decline a grant award
Reviewer Service Portal
Review and score a grant proposal
Business Location Service Portal
Playbooks and solutions
Grants Management
Grants Management Program Setup
Set up a grant program
Create a grant program
Create internal program team
Configure custom internal program team roles
Set up the Merit Review
Add external reviewer groups
Set up a results letter
Set up the grants program announcement details
Publish a grant program
Approve program listing
Grants Management Proposal Playbook
Screen a grant application
Check eligibility of an applicant
Verify documents uploaded to a grant application
Propose a decision on a grant application
Social Benefits Playbook
Using the Eligibility Rules Engine
Understanding PaCE
Resolving a social benefits case
Add a beneficiary
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
Information Request Playbook
Create an information request record
Intake case details
Add multiple parties to a record
Review request details
Verify uploaded documents
Review a case for exemptions
Evaluate similar requests
Estimate, review, and collect fees
Process requested documents
Release requested documents
Track information request cases
Using the contextual side panel
Use response templates
Using the activity stream
Viewing the dynamic related records
Viewing the ribbon information
Service Request Playbook
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
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
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
Grants Management reference
App Dependencies
Budget categories in Grants Management
Now Assist for PSDS
Explore
Chat Summarization
AI Search
Agentic AI
Configure
Activate Now Assist skills
Chat summarization
Government case summarization
Enabling and configuring AI Search
AI search
Configure AI Search Profiles
Skill inputs
Use generative AI skills
Summarize a chat interaction
Summarize a government case
Use AI Search
Use agentic AI
Use AI Agents in PSDS

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