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Process Change of Circumstance Applications by Using a Guided Flow
Check whether a change of circumstances application is complete and accurate. Correct details based on supporting documentation and, if necessary, return the application for additional information. When the application is complete and you have confirmed the details, accept or deny the application.
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 |
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From the App Launcher, find and select Individual Applications, and
then select a change of circumstances application whose Application Status is In Review.
The benefit application guided flow appears in the Review Application section of the page.
- 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.
- (Optional) For more information about the participants, click the number of participants.
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To check the completeness and accuracy of the application, click Review
Application.
- Review the household member details. Check whether the members have applied to any benefit programs, and whether anyone is disabled or elderly. If members are added or removed, or their details are updated, confirm that the changes match the details in the supporting documentation.
- Review the income details and proof of income. Confirm that the income details in the application match the details in the proof of income.
- If you find discrepancies in the application details, contact the application participants. If possible, change the details based on supporting documentation. Capture the details of conversations in an interaction summary.
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If you make changes, review the application again to make sure that your changes are
saved. Then, to update the application, resubmit it.
Resubmitting the application creates an assessment version that includes your changed responses.
- If you don’t make changes, close the tab and return to the individual application record page.
- If you find missing or incorrect details in the application or require the additional supporting documentation, to return the application to the participants, click Return Application.
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To update the household’s details based on the application data, click Accept
Application.
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Confirm that the application is complete and that you want to save the details.
The guided flow updates the application status to Application Accepted and saves the application data in these objects.
Application Data Object Household member’s role in the application, relationship to the primary applicant, and benefit eligibility Public Application Participant Household member’s name and date of birth Person Account Household member’s income Party Income Household member’s disability status and effective start and end dates of any disability Person Disability Household member’s citizenship, race, and ethnicity Contact Profile Member’s role in the household Account Contact Relationship For each benefit assigned to the household, the flow checks whether the members are entitled to a benefit amount that differs from what they currently receive. If so, the flow creates an individual application for each benefit assignment that needs an adjustment.
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Confirm that the application is complete and that you want to save the details.
- To deny the application, for Application Status, select Denied.
