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            Set Up the Eligibility Assessment Flow for Your Benefit Assistance Site

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            Set Up the Eligibility Assessment Flow for Your Benefit Assistance Site

            To specify eligibility criteria and set up the assessment, customize the Omniscript, create a decision matrix, build an expression set, and activate the Omniscript.

            Required Editions

            View supported product editions.
            User Permissions Needed
            To create and edit Omniscripts: OmniStudio Admin
            To create decision matrices and expression sets: Rule Engine Designer
            To activate Omniscripts: OmniStudio Admin

            Customize the Eligibility Assessment Omniscript Template

            Customize the Omniscript template that constituents use to assess their eligibility for benefits. Constituents complete this form by selecting Benefit Finder on your benefit assistance Experience Cloud site.

            1. From the App Launcher, find and select Omniscripts.
            2. Expand BenefitAssistance/AssessEligibility and then select Find Applicable Benefits (Version 1).
            3. Click New Version.
            4. Click Edit.
            5. Enter a name and language for the new version of the Omniscript.
            6. For Type and SubType, keep the default values, BenefitAssistance and AssessEligibility, respectively.
            7. Save your changes.
            8. For each step and expression set in the Omniscript that you want to configure, expand the step, select the element, and change properties such as name, label, and instructions as needed.

            Create a Decision Matrix to Define Benefit Eligibility Criteria

            Set the income threshold that's used to determine whether an applicant is eligible for benefits.

            1. From the App Launcher, find and select Lookup Tables.
            2. Click New, and then select Decision Matrix.
            3. Click Next.
            4. For Name, enter PrescreeningForBenefits_PovertyGuideline.
              Use this name for the decision matrix, because it’s referenced in the eligibility assessment Omniscript.
            5. For Type, select Standard.
            6. Save the matrix.
            7. On the Related tab of the decision matrix record page, select version 1 of the matrix.
            8. To define your input and output data, add columns to the matrix.
              1. Click Add Column. For Column Header, enter NumberOfHouseholdMembers, for Header Type select Input, and for Data Type select Number.
              2. Click Add Column. For Column Header, enter AnnualIncomeLimit, for Header Type select Output, and for Data Type select Currency.
              3. Click Done.
              Important
              Important Use these column headers, which are referenced in the eligibility assessment expression set. You can change the values if necessary.
            9. Add these rows for input and output data values.
              Input Data Output Data
              NumberOfHouseholdMembers (Number) AnnualIncomeLimit (Currency)
              1 19320
              2 26130
              3 32940
              4 39750
              5 46560
              6 53370
              7 60180
              8 66990
            10. Activate the decision matrix.

            Build the Eligibility Assessment Expression Set

            Create the expression set from a template.

            1. From the App Launcher, find and select Expression Set Templates.
            2. Select PSSExpCloud_PrescreeningForBenefits, and then click Save As.
            3. In the expression set builder, set the properties for the expression set version.
              1. Click Expression Set Properties, and then enter a start date time and an end date time for the expression set version.
              2. Enter a rank number.
                Note
                Note When more than one enabled version matches an expression set call and the date-time periods overlap, the version with the highest rank is chosen. For example, if two enabled versions have the rank values 1 and 2, the version with rank 2 is chosen.
            4. Save and activate the expression set.

            Activate the Eligibility Assessment Omniscript

            Finally, activate the eligibility assessment Omniscript.

            1. From the App Launcher, find and select Omniscripts.
            2. Expand BenefitAssistance/AssessEligibility and then select Find Applicable Benefits (Version 1).
            3. Click Activate Version.
             
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