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Authorized Representative for Benefit Management
An authorized representative can start a benefit application for someone else, record consent for the capabilities they cover, and leave a trail your agency can review.
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Not every applicant can complete a public benefit application on their own. A representative can be a family member, an advocate, or another trusted person. In this release, the representative signs in and designates themselves as the representative for the applicant for specific capabilities. Each designation leaves a consent trail. Representatives never need the applicant's password, and they never impersonate the applicant.
Authorized Representative for Benefit Management supports these capabilities.
- Capturing representative identity and consent during the benefit application flow.
- Defining authorization tiers, such as Limited Access, Standard Access, or Full Financial Access, that describe what a representative can cover.
- Storing consent on authorization and consent records, so that agencies can see who consented, to what purpose, and for which application.
- Giving constituents and representatives a Representation view on the Experience Cloud site to see People I Represent and People Representing Me.
How Authorization Works with Applications
- Applications can proceed even when no prior authorization record exists. The intake itself creates the authorization request for later review.
- Expired or previously rejected authorizations do not prevent a new application submission. Agency staff review existing authorization records during processing. Renewing an expired authorization can happen as part of the application flow.
Considerations for Authorized Representative
- A representative can submit an application that includes benefits they aren't authorized for. Those sections aren't prefilled from the applicant's records. Agency staff review authorization coverage during processing.
- This release doesn't include a control to grant or revoke access. Authorization records can still carry an end date.
- Enable Benefit Management with Authorized Representative
If you use Authorized Representative with Benefit Management, complete these steps first. - Set Up Authorized Representative
Add the Representation pages to your Benefit Assistance Portal site, and connect the consent Omniscripts to your Application Form Framework flow. - Configure Authorization Tiers for Authorized Representative
Define the authorization tiers your agency uses, optionally link a tier to a specific benefit, and attach the Authorization Form Text records that carry consent wording. - Apply for Benefits on Behalf of Someone Else
As an authorized representative, start a benefit application for someone else, provide your details, and complete consent for the authorization tier with a digital signature. - View Representation Relationships on the Portal
See who you represent and who represents you, and open representation details for related applications. - Objects Used by Authorized Representative
Review the objects that Authorized Representative uses.
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