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Activate the Benefit Application Integration Procedures
Activate the Discovery Framework Integration Procedures to save application data, modify returned applications, and process benefit applications.
Required Editions
| View supported product editions. |
| User Permissions Needed | |
|---|---|
| To activate Integration Procedures: | OmniStudio Admin |
Activate the Integration Procedure to Save Application Data
The CreateIndividualApplicationAndRelatedRecords Integration Procedure creates an individual application and a related case, and updates the preliminary application reference associated with the individual application.
- From the App Launcher, find and select Omnistudio Integration Procedures.
- Expand BenefitManagement/CreateIndividualAppliationAndRelatedRecords, and then select CreateIndividualApplicationAndRelatedRecords (Version 1).
- In the Structure panel, click Procedure Configuration.
- Click Activate Version.
Activate the Integration Procedure to Modify Returned Applications
The ModifyReturnedIndividualApplication Integration Procedure modifies an individual application that’s returned to a constituent so that they can provide additional details and supporting documents. It deletes existing document checklist items and creates new document checklist items. It also creates a new assessment and uses a remote action to save application data to the Assessment and Assessment Question Response objects.
- From Setup, in the Quick Find box, enter Installed Packages, and then select Installed Packages.
- Make note of the namespace prefix for the Omnistudio package.
- From the App Launcher, find and select Omnistudio Integration Procedures.
- Expand BenefitManagement/ModifyReturnedIndividualApplication, and then select ModifyReturnedIndividualApplication (Version 1).
- At the bottom of the Structure panel, select Save-Responses.
- In the Properties panel, confirm that the Remote Class is <Omnistudio-namspace-prefix>.StoreResponses. If necessary, edit it to include the namespace prefix for your installed Omnistudio package.
- In the Structure panel, select Procedure Configuration.
- Save your changes and activate the Integration Procedure.
Activate the Integration Procedure to Process Benefit Applications
The ProcessIndividualApplicationForBenefits Integration Procedure checks whether at least one household member in a benefit application is a U.S. citizen and calculates the total annual income of the household. Then it calls the PSSExpCloud_PrescreeningForBenefits expression set to check whether the annual household income meets the threshold for benefit eligibility. If the application participants are eligible, the Integration Procedure sets the application status to In Review. Otherwise, it sets the application status to Denied.
- From the App Launcher, find and select Omnistudio Integration Procedures.
- Expand BenefitManagement/ProcessIndividualApplication, and then select ProcessIndividualApplicationForBenefits (Version 1).
- If desired, customize the Integration Procedure to add or change the checks.
- In the Structure panel, click Procedure Configuration.
- Click Activate Version.
