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            Process Benefit Recertification Applications by Using a Guided Flow

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            Process Benefit Recertification Applications by Using a Guided Flow

            Check whether a recertification 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’ve confirmed the details, accept or deny the application. Renew or adjust the amount of benefits that constituents receive to match their benefit eligibility.

            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 recertification 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 check the completeness and accuracy of the application, click Review Application.
              1. 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.
              2. Review the income details and proof of income. Confirm that the income details in the application match the details in the proof of income.
              3. 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.
              4. 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.

              5. If you don’t make changes, close the tab and return to the individual application record page.
            5. 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.
            6. To update the household’s details based on the application data, click Accept Application.
              1. 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
            7. After you accept the application, to renew or adjust the amount of benefits that the constituents receive, click Adjust Benefit.
              The flow populates the constituents’ entitlement amount for the benefit based on the details of their circumstances and the eligibility criteria, 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. A benefit assignment adjustment with a zero adjustment amount renews the benefit assignment for the selected date range.
              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. The flow also updates the recertification status of the benefit assignment to Recertified.
              4. To view the benefit assignment adjustment record page, click the benefit assignment adjustment name. Benefit assignment adjustment names begin with BAA-.
            8. To deny the application, for Application Status, select Denied.
             
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