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Tax Case Assessment Tasks

Tax cases may need to be periodically evaluated to help case workers determine the next course of action. Siebel Public Sector provides a case assessment tool to help case workers in making these decisions, resulting in more uniform decision processes across the tax agency. Users can work from predefined assessment templates, which can be triggered automatically with the help of a workflow at different stages in the case's lifecycle.

Administrators or managers at the tax agency can define or modify the assessment templates. The predefined assessment template has attributes in the form of simple questions with weighted values for each question. Each response has an associated score. Completing the assessment provides an overall score for the given case that can help the case worker make the appropriate decisions.

To create or modify an assessment template with associated attributes, see Applications Administration Guide.

To work with an existing assessment template, see Assessment of Benefits Using Templates and Activities.