Benefits eligibility check
Applications assessed against the program rules
How a run goes
The steps this agent takes, in order, and what each one leaves behind.
Reads the application and the program rules
Assesses each benefits application against the income, residency and household rules of the program
Applies the rules and identifies the missing verifications
Lists the verification documents still needed and drafts the request to the applicant
Drafts the request and the determination summary
Prepares the determination summary for the caseworker with the rule behind every line
Works in
ServiceNow, SAP, Box
ServiceNow, SAP, BoxWhat it does
- Assesses each benefits application against the income, residency and household rules of the program
- Lists the verification documents still needed and drafts the request to the applicant
- Prepares the determination summary for the caseworker with the rule behind every line
Connects to
ServiceNow
Open, correlate, and resolve incidents and requests.
SAP
Read ERP master data and transactions for analysis.
Box
Read, classify, and file documents with retention rules.
Skills included
- Rule application
- Verification checklist
Need it to work differently?
Every agent can be changed: the steps it takes, the systems it uses and who approves what.