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            Process Benefit Assignment Adjustment Applications by Using a Guided Flow

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            Process Benefit Assignment Adjustment Applications by Using a Guided Flow

            Check the changes reported. View benefit assignment details and adjust the benefit amount to match the change in circumstances.

            Required Editions

            View supported product editions.
            User Permissions Needed
            To use the benefit application review guided flow:

            OmniStudio User

            AND

            Rules Engine Runtime

            AND

            Program and Benefit Management Access

            AND

            Dynamic Assessments Access

            AND

            Document Checklist

            AND

            Decision Explainer Service Access

            AND

            Group Membership

            AND

            Case Referral
            To create interaction summaries:

            Interaction Summary
            1. From the App Launcher, find and select Individual Applications, and then select a benefit assignment adjustment application whose Application Status is In Review.
              The benefit application guided flow appears in the Review Application section of the page.
            2. Under Application Summary, see the types of changes reported, the number of members in the applicant’s household, and the change in their household income.
            3. (Optional) For more information about the participants, click the number of participants.
            4. To view the change of circumstances application that led to the creation of this application, under Related Application, click the application ID.
            5. Under Benefit Assignment Details, see the benefit assignment name, its associated benefit, the start and end dates, the entitled and approved amounts, and the payment frequency.
            6. To modify the benefit amount due to the constituents’ change in circumstances, click Adjust Benefit.
              The flow populates the constituents’ new entitlement amount for the benefit and the corresponding adjustment amount.
              1. Select the start and end dates for the benefit amount adjustment.
              2. To adjust the benefit amount, click Save.
                The guided flow creates the benefit assignment adjustment.
              3. To update the application status, click Refresh.
                The guided flow shows information from the benefit assignment adjustment and changes the application status to Approved.
              4. To view the benefit assignment adjustment record page, click the benefit assignment adjustment name. Benefit assignment adjustment names begin with BAA-.
             
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