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            Outbound Payments for Public Sector

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            Outbound Payments for Public Sector

            Centralize the tracking of financial transactions for benefit programs, social insurance, and provider management. Generate payment instructions from approved claims, payment requests, and benefit disbursements, and reconcile completed transactions from your finance system.

            Required Editions

            View supported product editions.

            When your agency approves a claim, payment request, or benefit disbursement, the next step is getting money to the recipient. Outbound Payments bridges that gap by generating payment instructions that you send to your Enterprise Resource Planning (ERP) system, and then reconciling the completed transactions that your ERP returns. Any third-party payment to a constituent, agency, contractor, or service provider is handled as an outbound payment.

            Outbound Payments Workflow

            At a high level, outbound payments follow this workflow.

            1. A record-triggered flow generates a payment instruction when a claim or payment request is approved, or when a benefit disbursement is created.
            2. Payment instructions are sent to your ERP system through an integration that you configure. The external ID from your ERP is stored in the payment instruction record's Instruction Identifier field.
            3. After your ERP completes the payment, the transaction details are sent back to Salesforce.
            4. The transaction details are stored as payment records and linked to the original payment instruction, giving you end-to-end visibility into each disbursement.
             
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