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            Assign and Disburse Benefits to Eligible Applicants

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            Assign and Disburse Benefits to Eligible Applicants

            Assign benefits to eligible applicants and disburse the benefits by using flows in Public Sector (formerly Public Sector Solutions).

            Required Editions

            View supported product editions.
            User Permissions Needed
            To create and edit benefit assignments: Program and Benefit Management Access
            To disburse benefits: Benefit Disbursement Access
            To open, edit, and run flows in Flow Builder: Manage Flow

            Assign Benefits to Eligible Applicants

            Manually assign benefits to eligible applicants.

            1. From the App Launcher, find and select Benefit Assignments.
            2. Click New.
            3. For Benefit, search for and select the applicable benefit, such as LIHEAP.
            4. For Program Enrollment, search for and select the applicable program, such as Enrollment for LIHEAP Assistance.
            5. For Parent Record, search for and select the individual application record of the eligible applicant.
            6. Select start and end dates and times.
            7. Enter the total approved amount, next payout date, entitlement amount, and remaining amount.
              Note
              Note If you plan to run the schedule-triggered flow to disburse benefits, these fields are required.
            8. Save your changes.
            9. To disburse the benefit and to see the schedule of upcoming disbursements, click View Disbursements.

            Run a Schedule-Triggered Flow to Disburse Benefits

            Customize and use a provided flow to generate benefit disbursements for eligible applicants, including large volumes of disbursements, at a specified frequency.

            1. From Setup, in the Quick Find box, enter Flows, and then select Flows.
            2. Click Create Disbursements and Adjustments.
            3. In the Start node, click Edit.
            4. Specify a start date, start time, and frequency for the flow, and click Done.
            5. Click Activate.

            Run a Flow to Disburse Benefit Assignments

            Although we recommend using a schedule-triggered flow to generate benefit disbursements, if necessary you can use a provided flow to disburse benefits on a case-by-case basis.

            1. From Setup, in the Quick Find box, enter Flows, and then select Flows.
            2. Click Create Disbursement.
            3. Click the Create Disbursement Record action and then click Edit Element.
            4. For Benefit Assignment ID, enter the ID from the benefit assignment record’s Lightning URL. For example, if the Lightning URL for the benefit assignment record is https://[domain]/lightning/r/BenefitAssignment/0nDDD0000000EVj2AM/view, then enter the ID 0nDDD0000000EVj2AM.
            5. Click Done and then run the flow.
             
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