Set Up the Benefit Application Review Flow

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The application review guided flow makes it easy to process benefit, change of circumstances, and benefit recertification applications.

For a benefit application, use the guided flow to:

• See a summary of the number of members in the applicant’s household, their total monthly income and expenses, and the estimated benefit amount.
• Review the application, update information based on evidence, or return the application so that constituents can provide further details or documentation.
• Check whether the applicants are eligible for a benefit or service, and see how updates to the application details affect their eligibility. You can also view details of other benefits or services that they already receive.
• After confirming that the application is complete and accurate, assign a benefit amount to eligible applicants. The flow stores application details in the database and creates a benefit assignment record.

For a change of circumstances application, use the guided flow to:

• See a summary of the application, including the types of changes reported, the number of household members, and the change in the total household income.
• Review the application, update information based on evidence, or return the application so that constituents can provide further details or documentation.
• Check whether the changed household membership or income affect the benefits or services that the household is eligible to receive.
• After confirming that the reported changes are accurate and that supporting documents are uploaded, accept the application. The flow updates the constituents’ details, and if the changes affect their benefit or service entitlements, it creates an individual application to adjust the benefit or services assigned.

For a benefit assignment adjustment application, use the guided flow to:

• See a summary of the application, including the types of changes reported, the number of household members, and the change in the total household income.
• See the change of circumstances application that led to the creation of the benefit assignment adjustment application.
• Adjust the benefits or services that the constituents receive. The flow creates a benefit assignment adjustment record to capture the change in the benefit amount payout or service delivery.

To set up the guided flow, customize and activate the Integration Procedures that it uses. Then, add the flow to the individual application record page so that caseworkers can access it and process benefit applications efficiently.

For a benefit recertification application, use the guided flow to:

• See a summary of the application, including the number of household members and the change in the total household income.
• Review the application, update information based on evidence, or return the application so that constituents can provide further details or documentation.
• After confirming that the application is accurate and complete, and that supporting documents are uploaded, accept the application. If the recertification application includes changes in household membership or income, the flow updates the constituents’ details.
• Renew or adjust the benefits or services that the constituents receive. The flow creates a benefit assignment adjustment record to capture the change in the benefit amount payout or service delivery, and the start and end dates for the change.

• Benefit Application Review Flow Components
  Review the Omnistudio components that Public Sector (formerly Public Sector Solutions) uses in the benefit application review guided flow.
• Benefit Application Review Flow Prerequisites
  Before you set up the benefit application review guided flow in Public Sector (formerly Public Sector Solutions), complete the prerequisites.
• Activate the Integration Procedures for the Benefit Application Review Guided Flow
  Activate the Integration Procedures that the benefit application review flow uses to add, fetch, or update information.
• Add the Benefit Application Review Guided Flow to the Individual Application Lightning Record Page
  Add the benefit application review guided flow to the individual application page so that caseworkers can use the flow to process applications.