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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.
| OmniScript | Developer name | What it does | APIs | Uses |
|---|---|---|---|---|
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.
| API | Endpoint | What 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 Procedure | What it does | APIs |
|---|---|---|
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 Procedure | What it does | APIs |
|---|---|---|
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 Procedure | What it does | APIs |
|---|---|---|
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 Procedure | What it does | APIs |
|---|---|---|
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 Procedure | What it does | APIs |
|---|---|---|
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 Mapper | Object(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 Mapper | Object(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 Mapper | Object(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 Set | Program | Decision Tables |
|---|---|---|
LIHEAP_Eligibility_Determination |
LIHEAP |
LIHEAP_Eligibility_Amount_Standards, LIHEAP_Program_Standards |
SNAP_Eligibility_Determination |
SNAP |
SNAP_Program_Standards |
