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Update Benefit Assignments for Recertification
Update the recertification due date and the recertification status of benefit assignments based on the recertification timelines that you defined for the benefits. Clone and activate the Data Processing Engine definitions that Public Sector (formerly Public Sector Solutions) provides to update benefit assignments, and then create flows to run the definitions regularly.
Required Editions
| View supported product editions. |
| User Permissions Needed | |
|---|---|
| To clone and activate a Data Processing Engine definition: | Customize Application AND Modify All Data |
| To access the Benefit Management objects that the Data Processing Engine definition uses: | Program and Benefit Management Access |
| To create a business automation flow: | Manage Flows |
| To run a Data Processing Engine definition: | Customize Application AND Modify All Data AND Data Pipelines Base User |
Public Sector provides Data Processing Engine definition templates that you can clone and run to update the recertification status and recertification due date of benefit assignments.
- Add Recertification Due Date to Benefit Assignments
- Finds benefit assignments without a recertification due date. Calculates the recertification due date for each benefit assignment based on the benefit’s recertification frequency, and updates the recertification due date in the benefit assignment record.
- Identify Benefit Assignments Pending Recertification
- Finds benefit assignments for which constituents haven’t recertified. If constituents can recertify for a benefit assignment, sets the recertification status of the benefit assignment to Pending.
- Identify Lapsed Benefit Assignments
- Finds benefit assignments whose recertification status is Pending and whose recertification due date has passed. Updates the benefit assignments’ recertification status to Lapsed.
Clone and Activate the Benefit Recertification Data Processing Engine Definitions
- From Setup, in the Quick Find box, enter Data Processing Engine, and then select Data Processing Engine.
- Click Add Recertification Due Date to Benefit Assignments.
-
Click
, and then select Save
As.
- Enter a name for the new definition, and then click Save.
- Activate the definition.
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Repeat these steps for these Data Processing Engine definitions.
- Identify Benefit Assignments Pending Recertification
- Identify Lapsed Benefit Assignments
Create a Flow to Regularly Run a Benefit Recertification Data Processing Engine Definition
Create a schedule-triggered flow that runs your cloned Data Processing Engine definition.
To run the Data Processing Engine definitions at the same time, create a common schedule-triggered flow with three Data Processing Engine actions. To run the Data Processing Engine definitions at different times, create a schedule-triggered flow for each Data Processing Engine definition.
- From Setup, in the Quick Find box, enter Flows, and then select Flows.
- Click New Flow.
- In the New Flow window, select Start From Scratch, and then click Next.
- Select Schedule-Triggered Flow, and then click Create.
- In the Set a Schedule window, enter a start date, start time, and frequency, and then close the window.
- Add the Action element to the canvas.
- In the Action window, for Category, select Data Processing Engine, and then search for and select your Data Processing Engine definition.
- Enter a Label and an API Name for the action, and then close the window.
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Save and activate your flow.
The definition runs on the schedule you set. Track its progress and status by using Monitor Workflow Services.
