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            Get Household Overview

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            Get Household Overview

            On a benefit applicant’s person account record page, get an AI-generated overview of the applicant’s household. Learn about the name, age, and income of household members, and how they’re related to the applicant. Make a note of the benefits that the applicant or any of the household members receives. Use the information to make more informed decisions about their benefit eligibility.

            Required Editions

            View supported product editions.
            User Permissions Needed
            To create a household overview:

            Program and Benefit Management Access permission set

            AND

            Public Sector Access permission set

            AND

            Einstein for Service Innovations permission set
            1. From the App Launcher, find and select Public Sector: Benefit Management.
            2. On the Individual Application tab, select an application for benefits.
            3. On the Details tab of the individual application’s record page, under Account, click the applicant’s name.
              The applicant’s person account record page opens.
            4. On the Get Einstein Insights pane, acknowledge the disclaimer about using AI-generated responses.
            5. View the AI-generated household overview.
            6. Copy or edit the overview as required.
            7. To store the overview in the Description field, click Save.
            8. To generate the overview again, click Go.
             
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