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Benefit Management Prerequisites
Before you set up benefit management in Public Sector (formerly Public Sector Solutions), complete the prerequisites.
Required Editions
Enable Standard Omnistudio Runtime
Required Editions
| User Permissions Needed | |
|---|---|
| To enable Omnistudio settings: | Customize Application |
To enable standard Omnistudio runtime, turn off the Omnistudio managed package runtime.
- From Setup, in the Quick Find box, enter Omnistudio Settings, and then select Omnistudio Settings.
- Disable Managed Package Runtime.
Enable Program and Benefit Management
Required Editions
| User Permissions Needed | |
|---|---|
| To enable program and benefit management settings: | Customize Application |
- From Setup, in the Quick Find box, enter Benefit, and then select Program and Benefit Management Settings.
- Turn on Create and manage your programs, benefits, and goals.
- Select Benefit Disbursement Settings, and then turn on Create and manage benefit disbursements.
Turn on Discovery Framework
Required Editions
| User Permissions Needed | |
|---|---|
| To enable Discovery Framework: | Customize Application |
- From Setup, in the Quick Find box, enter Discovery Framework, and then, under Assessments, select General Settings.
- Turn on Discovery Framework.
Enable Case Referrals
Required Editions
| User Permissions Needed | |
|---|---|
| To enable case referrals: | Customize Application |
- From Setup, in the Quick Find box, enter Program and Case Management, and then select Case Referrals Settings.
- Turn on Create and manage referrals.
Set Field-Level Security
Give users access to fields that aren't visible by default so that the fields are available for application intake. See Modify Field Access Settings and Set Field-Level Security for a Field on All Profiles.
- On the Contact Profile object, make Ethnicity, Highest Education Level, Location, Primary Citizenship Type, and Race visible to all profiles.
- On the Party Expense object, make End Date time visible to all profiles.
- On the Person Disability object, make Start Date, Status, Type, Verification Date, and Verified By visible to all profiles.
Assign Permissions for Benefit Management
-
Assign the Author Apex permission and these permission sets to admins who configure
benefit management.
- Dynamic Assessment Access
- OmniStudio Admin
- Rule Engine Designer
Alternatively, assign the admins the Public_Sector_Solutions_Admin permission set group to assign them the required permission sets. The permission set group also provides access to additional common features that the admins can set up for users.
-
Assign these permission sets to application reviewers and other users who work with
benefit applications.
- Benefit Disbursement Access
- Case Referral
- Decision Explainer Service Access
- Industries Assessment
- Document Checklist
- Dynamic Assessment Access
- Group Membership
- Interaction Summary
- OmniStudio User
- Program and Benefit Management Access
- Rule Engine Runtime
Alternatively, assign the users the Benefit_Management_Caseworker permission set group to assign them the required permission sets. The permission set group also provides access to additional common features.
Create an Application Record Type and Configure Usage-Based Pricing
Required Editions
| User Permissions Needed | |
|---|---|
| To create or change record types: | Customize Application |
- From Setup, in Object Manager, select Individual Application.
- Select Record Types, and then click New.
- For Existing Record Type, select Master.
- Enter a record type label, such as Benefit Assistance, that's unique within the object, and then press Tab to autofill the record type name.
- Optionally, enter a description.
-
Activate the record type.
For information on how to make the record type available to users, see Create Record Types for License and Permit Applications.
- Click Next, and then save your changes.
- From Setup, in the Quick Find box, enter Usage Based Pricing, and then select Usage Based Pricing.
- Click New Application RecordType Config.
- Enter a label.
- For Application Usage Type, select Benefit Assistance.
- For Object Name, select Individual Application.
- For Record Type Name, enter the name that you entered earlier.
- Save your changes.
