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

Using eAdvisor to Manage a Benefits Eligibility Assessment

Intake agents can administer assessment questions using eAdvisor as an eligibility assessment tool. This process may be used for discrete programs with clear guidelines where eligibility can be determined based on the answers to assessment questions. Final eligibility is often granted after the information given by the customer is verified as accurate and complete. This tool also can be used by a customer using a self-service Web site.

NOTE:  Siebel eAdvisor is a separate module that customers may purchase for purposes of eligibility determination.

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

To use eAdvisor for an Eligibility Assessment

1. Open the Siebel eAdvisor tool, and click on the Name of the appropriate assessment test.
2. Read the first question to the customer, and enter or select the appropriate answer.
3. After each response, review the dynamic information being tracked on the right-side of the screen.

   If a question disqualifies the customer, inform the customer that they do not meet the criteria, and read the information provided with the disqualification message.

4. After a complete page of questions has been asked, click Continue to proceed with additional questions.

   After completing all questions, the assessment test may provide a notification that the customer is potentially eligible.

5. Click Continue to complete the customer's application on the next screen.
6. Click Submit after the requested application data for each field is completed.