Siebel Public Sector Guide > Managing Benefits Cases > Calculating Benefits Eligibility >

Using Siebel SmartScript to Gather Benefits Assessment Information

The process of assessing eligibility can begin with an electronic document or form created using Siebel SmartScript. The form includes input fields to collect information from users (yes or no, multiple choice, structured numeric, or text entry). Based on the information entered, the form logically presents options that can be used to gather additional information (branching logic). For more information on creating and implementing SmartScripts, see Siebel SmartScript Administration Guide. For configuring and activating SmartScripts, see Using Siebel Tools.

This task is a step in Process of Managing Benefits Cases.

To use SmartScript for an assessment

1. Navigate to the SmartScripts screen.
2. In the SmartScripts list, query for the Smartscript that is relevant to the call, and drill down on the link in the Name field.
3. In the SmartScript session, read the question to the customer and record the appropriate answer. At the conclusion of each question, click Next.
4. After completing all the questions, click Finish to end the SmartScript session.

   The responses to the questions are captured and stored with the customer's Service Request record.