Siebel Public Sector Guide > Administering Benefits Cases > Process of Configuring Applications >

Setting Up Verification Templates

Administrators must set up the templates that agents use as a guideline to verify the information in submitted benefits applications. These templates determine the specific items in submitted applications that agents must verify.

After agents use a template to verify information in submitted applications, an administrator can change that template. However, this changed template does not apply to the previous agent verifications. After an agent uses a verification template, an administrator cannot delete that template. (The Delete button for the template and the template items become disabled.)

This task is a step in Process of Configuring Applications.

To set up a verification template

1. Navigate to the Administration - Case screen, then the Verification Templates view.
2. In the Verification Templates list, create a new record, and complete the fields as appropriate.

   The following table describes some of the fields.

   Field	Description
   Template Name	Type the name of the template.
   Case Type	Select the type of benefits or immigration program applicable to the case. For cases that are automatically created from applications submitted on a self-service Web site, this field in the case has a value of Other, but agents can change this value. Additional values include Food Stamps, Medical Assistance, Cash-Financial Assistance, Child Care, Unemployment, Visa, Passport, and Citizenship. After an agent uses this template to verify information in submitted applications, you cannot change this field. (This field becomes read-only.)
   Description	Type a description of the purpose of the template.
   Active	Select this check box to indicate that agents can select this template when they verify applications.

3. In the Information Items list that appears below the Verification Templates list, add the application items that the agent must verify.

   NOTE:  If you do not add items to the template, then agents cannot select the template in the Template Name field of the Verification Plans view.

   The following table describes some of the fields.

   Field	Description
   Order	Type a number for this item. When an agent uses this template, this field indicates the order in which this item appears relative to the other items in the template.
   Name	Type the name of the item that the agent must verify when using this template.
   Description	Type a description of the item.