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Integrated Application Guided Flow Components

Integrated Application Guided Flow Components

Public Sector (formerly Public Sector Solutions) includes these Omnistudio components for the Integrated Application guided flow. You can create and use custom Omnistudio components to capture additional applicant information.

OmniScripts

The primary Omniscripts that drive the applicant intake experience, detailed in execution order. Each entry outlines the steps executed, integration procedures invoked, and the data flow moving through the script.

OmniScriptDeveloper nameWhat it doesAPIsUses

Household Application

IntegratedEligibility/PersonalInformation

Collects Household information from the applicant.

/application-data

17 IPs, 1 DMs

LIHEAP

IntegratedEligibility/LIHEAP

Captures Low Income Home Energy Assistance Program (LIHEAP) intake details - the household energy expense amount and supporting proof documents.

/application-data

3 IPs, 2 DMs

SNAP

IntegratedEligibility/SNAP

Collects household and food preparation details for Supplemental Nutrition Assistance Program (SNAP) benefit eligibility.

/application-data

2 IPs, 2 DMs

Evaluate Benefits Eligibility

IntegratedEligibility/EvaluateBenefitsEligibility

Determine benefit eligibility dynamically based on the individual's profile data.

/application-data

4 IPs

Applicant Acknowledgement and Details Submission

IntegratedEligibility/AcknowledgementAndSubmission

Applicant Acknowledges and submits the household information.

/application-data

2 IPs, 1 DMs

Household Member

IntegratedEligibility/HouseholdMember

Captures the details of a single household member.

—

capture only

Household Member Income

IntegratedEligibility/HouseholdMemberIncome

Captures the income details of a single household member.

—

capture only

Household Member Expense

IntegratedEligibility/HouseholdMemberExpense

Captures the expense details of a single household member.

—

capture only

Household Member Asset

IntegratedEligibility/HouseholdMemberAsset

Captures the asset details of a single household member.

—

capture only

APIs

Three server endpoints back the OmniScripts.

APIEndpointWhat it does

/eligible-benefits

/connect/integrated-application/eligible-benefits

Returns available benefits along with eligibility evaluation outcomes.

/calculate-amount

/connect/integrated-application/benefit-amount-calculations

Returns benefit amounts computed by the expression set for the selected benefits.

/application-data

/connect/integrated-application/application-data

Creates, updates, or deletes application data records via the Context Definition-driven persistence strategy.

Integration Procedures

Each Integration Procedure called from the Omniscripts above, detailing internal action steps and data payloads transferred between systems.

Load / Prefill — Read existing/saved data and pre-fill the intake forms.

Integration ProcedureWhat it doesAPIs

ExtractApplicantNames

IntegratedEligibility_ExtractApplicantNames_Procedure_1

Extracts the list of applicant names from the saved application data.

—

ExtractSavedApplicationData

IntegratedEligibility_ExtractApplicationData_Procedure_1

Extracts saved application data from the context service for the given application form.

/application-data

Get Applicant Information Section Using IFS Id

IntegratedEligibility_GetApplicantInformationSectionUsingIFSId_Procedure_1

Fetches the relevant Applicant Information Section Stored in the Preliminary Application Reference object using the given Intake form section id.

—

Get Head of Household Section From Current User Context

IntegratedEligibility_GetHeadOfHouseholdSection_Procedure_1

Fetches the Head of household details from the logged in user context

—

Get Household Member Section From Current User Context

IntegratedEligibility_GetHouseholdMemberSection_Procedure_1

Fetches the Household Members details from the logged in user context

—

Get Household Members Expense Section

IntegratedEligibility_GetHouseholdMembersExpenseSection_Procedure_1

Fetches the Household Members Expense details from the logged in user context

—

Get Household Members Income Section

IntegratedEligibility_GetHouseholdMembersIncomeSection_Procedure_1

Fetches the Household Members Income details from the logged in user context

—

Get Income Expense And Asset For Household Member

IntegratedEligibility_GetIncomeExpenseAndAssetForHouseholdMember_Procedure_1

Transform and Return List of Incomes, Expenses and Assets for a given Household Member

—

GetHouseholdMembersAssetSection

IntegratedEligibility_GetHouseholdMembersAssetSection_Procedure_1

Fetches the Household Members Asset details from the logged in user context

—

Transform Applicant Information To Context Definition

IntegratedEligibility_TransformApplicantInformationToContextDefinition_Procedure_1

Transform Applicant Information Stored on Preliminary Application Reference as per the Household context definition structure

—

Map / Transform — Reshape applicant data into the household member model.

Integration ProcedureWhat it doesAPIs

Map Applicant Asset To Member Asset

IntegratedEligibility_MapApplicantAssetToMemberAsset_Procedure_1

Transforms applicant asset information into household member asset information.

—

Map Applicant Expense To Member Expense

IntegratedEligibility_MapApplicantExpenseToMemberExpense_Procedure_1

Transforms applicant expense information into household member expense information.

—

Map Primary Applicant To Household Members

IntegratedEligibility_MapPrimaryApplicantToHouseholdMembers_Procedure_1

Transform primary applicant information to head of household information.

—

MapApplicantsIncomeToMembersIncome

IntegratedEligibility_MapApplicantsIncomeToMembersIncome_Procedure_1

Transform applicants income information to members income information.

—

MapApplicantsToHouseholdMembers

IntegratedEligibility_MapApplicantsToHouseholdMembers_Procedure_1

Transform applicants information to members information.

—

Save — Persist captured section data back to the application.

Integration ProcedureWhat it doesAPIs

IESaveSNAPDetail

IntegratedEligibility_SaveSNAPDetail_Procedure_1

Saves the SNAP-specific applicant responses to the application.

/application-data

IESaveSignatureDetails

IntegratedEligibility_SaveSignatureDetail_Procedure_1

Saves the applicant's captured signature to the application.

/application-data

Save Head Of Household Details

IntegratedEligibility_SaveHeadOfHouseholdDetails_Procedure_1

Save head of household information along with address.

/application-data

Save Household Income Details

IntegratedEligibility_SaveHouseholdIncomeDetails_Procedure_1

Save household members income information.

/application-data

Save Household Member Asset Details

IntegratedEligibility_SaveHouseholdMemberAssetDetails_Procedure_1

Saves household member asset information.

/application-data

Save Household Member Expense Details

IntegratedEligibility_SaveHouseholdMemberExpenseDetails_Procedure_1

Saves household member expense information.

/application-data

Save Household Members Details

IntegratedEligibility_SaveHouseholdMembersDetails_Procedure_1

Save household members details.

/application-data

Save LiHeap Section Details

IntegratedEligibility_SaveLiHeapSectionDetails_Procedure_1

Saves LIHEAP-specific applicant responses

/application-data

Eligibility and Benefits — Compute eligibility, benefit diffs, and amounts.

Integration ProcedureWhat it doesAPIs

Apply Benefit Changes

IntegratedEligibility_ApplyBenefitChanges_Procedure_1

Applies benefit selection changes computed by EvaluateBenefitChanges.

/application-data

Confirm Reload Gate

IntegratedEligibility_ConfirmReloadGate_Procedure_1

Dataless gate. Returns an error message only when an existing benefit selection was changed.

—

Evaluate Benefit Changes

IntegratedEligibility_EvaluateBenefitChanges_Procedure_1

Read-only. Computes the diff between the current benefit selection and previously saved benefits.

/application-data

Submit & Action Plans — Finalize, submit, and manage acknowledgement action plans.

Integration ProcedureWhat it doesAPIs

Create Acknowledgement Action Plan

IntegratedEligibility_CreateAcknowledgementActionPlan_Procedure_1

Creates or deletes the acknowledgement Action Plan based on remaining Benefit ApplicationFormRelation and Acknowledgement Action Plan existence.

—

Submit Application Form

IntegratedEligibility_SubmitApplicationForm_Procedure_1

Updates the linked Intake Form Section statuses and the Application Form status to Submitted.

—

Data Mappers

41 DataRaptors, grouped by whether they read, transform, or write data.

Read — Fetch records from Salesforce objects. (18)

Data MapperObject(s)What it does

IEFetchActionPlanDisplayOrders

ActionPlan

Reads ActionPlan.

IEFetchActionPlanTemplate

ActionPlanTemplateAssignment, ActionPlanTemplateVersion

Reads ActionPlanTemplateAssignment, ActionPlanTemplateVersion.

IEFetchActionPlansByAFIdAndAPTVersionId

ActionPlan, ActionPlanItem

Reads ActionPlan, ActionPlanItem.

IEFetchApplicationForm

ApplicationForm, IntakeFormSection

Reads ApplicationForm, IntakeFormSection.

IEFetchApplicationFormDetails

ApplicationForm, IntakeFormSection

Fetches the preliminary application reference object using the intake form section record ID.

IEFetchBenefitApplicationFormRelations

ApplicationFormRelation

Reads ApplicationFormRelation.

IEFetchBenefitDetails

Benefit

Fetches benefit details for a given benefit ID.

IEFetchPreliminaryApplicationReferenceDetails

PreliminaryApplicationRef

Fetches Preliminary Application Reference Record details

IEFetchRelatedIntakeFormSections

IntakeFormSection

Fetches all Intake Form Sections for the Application form associated with the given Intake Form Section.

IEGetActionPlanTemplateVersion

ActionPlanTemplateVersion

Processes ActionPlanTemplateVersion.

IEGetAllHouseholdMemberAccountDetails

Account, AccountContactRelation

Fetches Account Ids of all the Household members using Business Account Id

IEGetHeadOfHouseholdDetailsFromCurrentContext

Account, AccountContactRelation, PartyRelationshipGroup, User

Fetches Head of Household Account Information using Current User Context

IEGetHeadOfHouseholdSection

Account, AccountContactRelation, PartyProfile, PartyProfileAddress

Fetches Head of Household Section Information

IEGetHouseholdMemberAccountDetails

Account, AccountContactRelation

Fetches Account Ids of Household members using Business Account Id

IEGetHouseholdMemberAssetDetails

Applicant, PartyFinancialAsset, PartyProfile

Fetches Household Members Asset Information

IEGetHouseholdMemberExpenseDetails

Applicant, PartyExpense, PartyProfile

Fetches Household Members Expense Information

IEGetHouseholdMemberIncomeDetails

Applicant, PartyIncome, PartyProfile

Fetches Household Members Income Information

IEGetHouseholdMemberSection

Account, AccountContactRelation, PartyProfile

Fetches Household Members Section Information

Transform — Reshape / map JSON between structures. (20)

Data MapperObject(s)What it does

IEExtractApplicantList

—

Extracts applicant names from the party profile and converts them into a list containing the name, ID, and food preparation status.

IEExtractApplicantNames

—

Transforms records.

IEMapApplicantExpenseToMemberExpense

—

Maps applicant expense information to member expense format for display.

IEMapApplicantsAssetToMembersAsset

—

Maps the primary applicant asset from the benefit enrollment to the member asset format for display.

IEMapApplicantsIncomeToMembers

—

Maps the primary applicant from the benefit enrollment to member format for display.

IEMapOtherApplicantsToMembers

—

Maps the primary applicant from the benefit enrollment to member format for display.

IEMapPrimaryApplicantExpenseToEnergyBill

—

Filters the Household Member Expense array by Primary Applicant ID and Energy Bill expense type.

IEMapPrimaryApplicantToMember

—

Maps the primary applicant from the benefit enrollment to member format for display.

IETransformAndAppendIncomeExpenseAndAssetToHouseholdMember

—

Transform Household Member Information to contain Incomes, Expenses and Assets

IETransformAssetInfoForContextDefinition

—

Transform Applicant Asset Information Stored on Preliminary Application Reference as per the Household context definition structure

IETransformExpenseInfoForContextDefinition

—

Transform Applicant Expense Information Stored on Preliminary Application Reference as per the Household context definition structure

IETransformHeadOfHouseholdForContextDefinition

—

Transform Head of Household Applicant Information Stored on Preliminary Application Reference as per the Household context definition structure

IETransformHeadOfHouseholdToApplicant

—

Transforms the household information to the applicant context.

IETransformHouseholdMembersForContextDefinition

—

Transform Applicant Household Member Information Stored on Preliminary Application Reference as per the Household context definition structure

IETransformIncomeInfoForContextDefinition

—

Transform Applicant Income Information Stored on Preliminary Application Reference as per the Household context definition structure

IETransformIntakeFormSectionRecords

—

Transform the Intake Form Section Records to the List

IETransformListToApplicants

—

Transforms the Omniscript JSON to extract the applicant ID and food preparation status.

IETransformSingleAssetToApplicantAsset

—

Transforms records.

IETransformSingleExpenseToApplicantExpense

—

Transforms records.

IETransformSingleIncomeToApplicantIncome

—

Transforms records.

Write — Create or update Salesforce records. (3)

Data MapperObject(s)What it does

IECreateActionPlan

ActionPlan

Writes ActionPlan.

IEUpdateIntakeFormSectionStatus

IntakeFormSection

Updates the Submitted Status of the Intake Form Section

IEUpsertApplicationFormRecord

ApplicationForm

Upsert Application Form Record details.

Expression Sets

The eligibility rule sets, one per program, backed by decision tables.

Expression SetProgramDecision Tables

LIHEAP_Eligibility_Determination

LIHEAP

LIHEAP_Eligibility_Amount_Standards, LIHEAP_Program_Standards

SNAP_Eligibility_Determination

SNAP

SNAP_Program_Standards

 
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