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Unified Constituent Profile for Benefit Management
Bring together constituent benefit information, Einstein-generated summaries, priority alerts, and Data 360 insights on a single account page so your team can work cases from one place.
Required Editions
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The Unified Constituent Profile for Benefit Management consolidates constituent benefit data in one account page experience. The page shows Einstein-generated summaries of constituent activity, priority alerts for time-sensitive benefit cases, and integrated insights from Data 360, including financial summaries, benefit history, and eligibility-related data.
Key Components
The Unified Constituent Profile for Benefit Management includes these components.
- Constituent Account Record Page
- A Lightning record page that organizes the constituent's full profile. The sidebar shows the constituent profile card, household group information, and key financial metrics. The main area shows the Einstein AI summary, the Constituent Benefits Hub dashboard, related lists, and record detail.
- Benefit Assignment Record Page
- A Lightning record page for individual benefit assignments. The sidebar shows the AI Interaction Summary and Timeline. The main area shows record detail, related lists, the Benefit Summary tab, and the Benefit Disbursement Summary dashboard.
- Einstein Generative AI Summaries
- Generates AI summaries of household members, benefit assignments, and urgent actions on the constituent account page.
- Benefit Assignment Summaries
- Three prompt templates generate contextual summaries for benefit assignment records: Summarize Benefit Assignment, Summarize Benefit Assignment Interactions, and Summarize Last Benefit Assignment Interaction.
- Recertification Reminder Emails
- Generates personalized recertification reminder emails for benefit assignment contacts.
- Household Group Information
- Renders household and relationship data with an Actionable Relationship Center (ARC) graph that shows household and person account relationships.
- Tableau Next Dashboards
- Two prebuilt dashboards ship with this feature. Constituent Benefits Hub and Benefit Disbursement Summary visualize benefit assignments, disbursement history, and application data, backed by the Unified Constituent BM Semantic Model.
- Background Data Components
- Data transforms and FlexCards retrieve account details, household and person account information, and party category tags to populate the profile cards and record pages.
Use Cases
A constituent calls the agency, concerned about a missing food assistance payment for the current month. Using the Unified Constituent Profile, the caseworker accesses the constituent's full profile, understands the situation, and identifies a pending recertification as the reason the benefit wasn't received. The caseworker resolves the question from a single page without navigating multiple systems and screens.
An eligibility worker receives an alert that an appeal is raised for a case. The worker reviews the case and uses the profile to check what benefits a constituent receives, why they're eligible, when the next payment is due, and whether any required follow-ups remain, all from one account page.
- Enable Unified Constituent Profile for Benefit Management
Set up the unified account page experience for benefit management caseworkers. Complete the analytics setup, deploy datakits, turn on the feature with Salesforce Go or manually, and assign permission sets to your users. - Configure Einstein Generative AI for Public Sector
Turn on Einstein and Einstein Generative AI for Public Sector so caseworkers can generate AI-powered summaries on constituent Account records. - Assign the Unified Constituent Account Record Page to Person Account Records
Activate the Lightning record page and assign it to Person Account record types so that Person Account records in the Benefit Management app use the custom Public Sector Cloud layout.
