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Siebel Public Sector Guide > Managing Benefits Cases >
About the Sample Rulebase
Oracle provides a sample Oracle Policy Automation rulebase for eligibility determination in the Siebel Public Sector application and for intake on a self-service Web site for Siebel Public Sector eService. You can use this sample rulebase for eligibility determination associated with the Determinations Server or for intake associated with the Web Determinations Server. Extracting the Rulebase Project
The rulebase project is packaged in Siebel Tools, and you can extract the rulebase project from the following directory: Tools_install_location\REPPATCH\SocialServices_Intake_Eligibility_1041.zip
After you extract the rulebase project from Siebel Tools, you can find the built rulebase in the following directory: Development\output\SocialServices_Intake_Eligibility.zip
This rulebase uses Oracle Policy Modeling and works with Oracle Policy Automation Connector for Siebel. Deploying the Sample Rulebase for Eligibility Determination
To deploy the sample rulebase for eligibility determination, complete the following actions:
- Install the Oracle Policy Automation Connector for Siebel. For more information, see Oracle Policy Automation Connector for Siebel Installation Guide.
- Change the name of the built rulebase package to Eligibility.zip before deploying to an application server running the Determinations Server.
- Follow the other steps to deploy the sample rulebase for eligibility determination. For more information about these steps, see 1441523.1 (Article ID) Siebel Maintenance Release Guide on My Oracle Support.
Deploying the Sample Rulebase for Intake
To deploy the sample rulebase for intake, complete the following actions:
Entities in the Sample Rulebase
The SocialServices_Intake_Eligibility sample rulebase captures information about a citizen, such as the citizen's contact information, income, expenses, and financial assets, and information about the citizen's household, and uses this information to determine the household's eligibility for benefits, such as Supplemental Nutrition Assistance Program (SNAP), Temporary Assistance for Needy Families (TANF), and child care. The entities and relationships in the sample rulebase map to the PUB Sample Intake Contact integration object. A response from the Oracle Policy Automation Connector using the Determinations Server or the Web Determinations Server generates an instance of this integration object. Table 15 shows information about the entities in the sample rulebase. NOTE: According to the naming conventions for Oracle Policy Automation, all entity names are in lowercase, and all entity names except for global are prefixed by the word the.
Table 15. Entities in the Sample Rulebase
|
|
Integration Component in PUB Sample Intake Contact Integration Object |
Generation of Entity Instance |
global |
none |
Contact |
For intake, the citizen manually enters the information for the entity instance. For eligibility determination, the information for the entity instance is part of the assess request. |
the address |
global |
CUT Address |
Entity instance is inferred by using the address fields in the global entity. |
the income |
global |
FIN Contact Income |
Same as the global entity. |
the expense |
global |
PUB Contact Expense |
Same as the global entity. |
the financial asset |
global |
PUB Contact Financial Asset |
Same as the global entity. |
the household member |
global |
FINS Related Contact |
Same as the global entity. |
the household member income |
the household member |
PUB Related Contact Income |
Same as the global entity. |
the household member expense |
the household member |
PUB Related Contact Expense |
Same as the global entity. |
the household member financial asset |
the household member |
PUB Related Contact Financial Asset |
Same as the global entity. |
the application |
global |
PUB Intake Application |
Entity instance is inferred when a citizen starts an interview session on a self-service Web site for Public Sector eService. |
the benefit plan |
the application |
PUB Intake Benefit Plan |
Entity instance is inferred when a citizen is eligible for benefits and wants to submit an application to the agency. |
the benefit |
the benefit plan |
PUB Intake Benefit Plan Line Item |
Same as the benefit plan entity. |
the payment |
the benefit |
PUB Intake Payment |
Same as the benefit plan entity. |
Source Rules for the Sample Rulebase
Source rules are used to determine eligibility for benefits. The following Microsoft Word documents contain information for source rules:
- Supplemental Nutritional Assistance Program.doc. The rules in this document calculate eligibility and benefit amounts for the Supplemental Nutritional Assistance Program (SNAP).
- Temporary Assistance for Needy Families.doc. The rules in this document calculate eligibility and benefit amounts for the Temporary Assistance for Needy Families (TANF).
- Child Care Assistance.doc. The rules in this document calculate eligibility and benefit amounts for child care assistance.
The following spreadsheets contain information for source rules:
- Thresholds.xls. This spreadsheet specifies the benefit thresholds for SNAP and TANF according to the household size and location.
- Poverty Guidelines.xls. This spreadsheet specifies household poverty levels.
System Rules for the Sample Rulebase
System rules help collect the necessary information for benefit calculation, validate this information, and infer benefit related entities. The following Microsoft Word documents contains information for system rules:
- Interpretative.doc. The rules in this document are used to make interpretations that cannot be made directly from the source data (for example, the citizen's gender or marital status).
- Procedural.doc. The rules in this document dictate the data to collect in an interview session by using the citizen's responses.
- Visibility.doc. The rules in this document determine the visibility of the Apply for Benefits, Update Application, and Print My Application buttons, as well as the visibility of eligibility goals for benefits (SNAP, TANF and Child Care) on the screen of an interview session that shows a summary of benefits for which the citizen is eligible.
- Validation.doc. The rules in this document are used for logical validation of collected data. Examples of performed validations include ensuring that the citizen has only one spouse, that the spouse is an adult, and that a household member does not have duplicate incomes, expenses or financial assets.
- Income.doc. The rules in this document are used to roll up incomes, expenses and financial assets for a household.
- Inferred.doc. The rules in this document infer instances of address, application, benefit plan, benefit, and payment.
The following spreadsheets contain information for systems rules:
- Benefits.xls. This spreadsheet is used to calculate the value of some attributes on the inferred entities for benefit plan, benefit, and payment. The calculated values for the benefit plan program id attribute on the benefit plan entity and the benefit id attribute on the benefit entity are row Ids. These row Ids correspond to the row Ids for programs (Food Stamp, TANF, and Child Welfare) and benefits (SNAP, TANF, and Child Care) for the sample rulebase in the Program Benefits Administration view of the Administration Case screen.
- Location.xls. This spreadsheet maps the state codes (for example, CA, NV) to the state names (for example, California, Nevada).
Configuring Decision Report Generation for the Sample Rulebase
The eligibility attribute in the global entity of the sample rulebase captures information about eligibility for the benefits. Decision report generation uses this attribute. To configure decision report generation, set the OPAOutcome user property to decision-report for the Eligibility field in the Contact integration component for the PUB Sample Intake Contact integration object. For more information about user properties for integration objects, see Oracle Policy Automation Connector for Siebel Developer's Guide on Oracle Technology Network. Configuring Document Generation for the Sample Rulebase
On a self-service Web site for Siebel Public Sector eService, citizens can generate a PDF document containing data from an interview session by clicking the Print My Application button on the screen of an interview session that shows a summary of benefits for which the citizen is eligible. This button is enabled only when the citizen submits completed interview data to the agency. The sample rulebase uses the default document generator to generate this PDF document, so you must deploy the server for document generation. For information about the default document generator, see Oracle Policy Automation Developer's Guide on Oracle Technology Network. In the applications properties of the Web Determinations configuration files, you must change the plugin.docgen.server.url entry to point to the server for document generation. For more information about the Web Determinations configuration files, see Oracle Policy Automation Developer's Guide on Oracle Technology Network.
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