Siebel Public Sector Guide > Managing Benefits Cases > Process of Managing Applications >

Reviewing Submitted Applications

Agents can review the submitted applications that are assigned to them in the Applications screen of Siebel Public Sector. You cannot manually enter application records in the Applications screen. This screen is automatically populated with records that represent applications that citizens and agents submit on a self-service Web site.

Siebel Assignment Manager routes applications to agents. This application routing is based on the criteria (for example, the benefits program type of the application) that administrators set up. For more information about automatically assigning submitted applications to agents, see Siebel Assignment Manager Administration Guide.

Benefit plans and associated benefits are automatically assigned to an application in Siebel Public Sector when a citizen submits the application to an agency on a self-service Web site. To qualify for benefit plans, a household must meet the specific criteria that a social service agency defines. Oracle Policy Automation compares household circumstances to this qualifying criteria, and the Decision Report view shows the results of this comparison.

The report in the Decision Report view shows details about benefits determination for the benefit plans for which household members are eligible and for the benefit plans for which household members are ineligible. Consequently, an application with no benefit plans can have a decision report if household members are ineligible for benefits. For information about designing decision reports, see Oracle Policy Modeling User's Guide on Oracle Technology Network.

Submitted applications are read-only files in Siebel Public Sector. You cannot change data in submitted applications. You review the data in submitted applications to verify that the data is complete and valid before you upload this data into Siebel Public Sector. When you review an application, you can accept the application for further processing or you can reject the application because it contains incomplete or incorrect data.

This task is a step in Process of Managing Applications.

To review a submitted application

1. Navigate to the Applications screen.
2. To view only the submitted applications assigned to you, select My Applications in the visibility filter.

   Additional selections in the visibility filter display applications for your team, applications for an organization, and all applications. Applications newly assigned to you have a star icon in the New field of the Applications list.

3. Drill down on the Name field of the application.
4. To review information about the application, complete the following steps:
   1. Click the Decision Reports view tab to view details of benefits determination.

      A decision report that is fully expanded appears.

   2. For easier viewing, click the Minus (-) icon next to a report line to hide the lines that contain more detail about that line.

      You can click the Plus (+) icon to show the hidden lines.

   3. Click the Benefit Plans view tab to review the benefit plans, benefits, and payments for the application.
   4. Click the Application Attachments view tab, and drill down on the Attachment Name field of attachments included with the application to open and review these attachments.
   5. (Optional) If you want to see whether the application was previously rejected, then click the Audit Trail view tab to see detail about prior submissions of the application.

      Siebel Audit Trail detail about rejected applications or other application information appears only if the administrator sets up a Siebel Audit Trail for submitted applications. For more information, see Setting Up a Siebel Audit Trail for Submitted Applications.

5. Accept or reject the application.
   • If the provided data is complete and correct, then take no action. The Status field of the application automatically changes from Submitted to Processed when you upload the application. For more information, see Uploading Applications.
   • If the provided data is incomplete or incorrect, then change the Status field of the application from Submitted to Rejected, select a value in the Reason Rejected field, and, if necessary, enter text in the Comments field to provide more information about the rejection.

     If you reject an application after you match contacts to it, then the matched contacts are no longer associated with the application.