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Siebel Public Sector Guide > Managing Benefits Cases > Referring Cases to Third-Party ProvidersThis task is a step in Process of Managing Benefits Cases. Many agencies contract with third-party providers and other agencies to manage cases that have met eligibility criteria. The agent or manager who approves the case can set the case status to Third-Party, and use manual or automatic routing tools to forward the case to a partner agent. Only information that is authorized for the third-party is available by means of a secure Internet-based Oracle Siebel Partner Relationship Management portal. After the case is routed, the partner agent logs on to a Partner Portal, reviews new cases (flagged with an asterisk), and begin work on these cases. As the partner agent makes progress on the case, the agency can view case status, documentation, and other relevant information. As a result, the agency can maintain oversight and access to real-time information on work being completed by partner agents. Associating a Partner with a CasePartners can be used to track law firms, or other third party organizations involved in a particular case.
Assigning a Case to a Partner ProviderThe assignment of a referral to an expert for further management is accomplished manually, or automatically, using Assignment Manager. To refer a case to a partner provider, the government agency employee making the referral must add the partner agent receiving the referral to the case team. To assign a case to a partner provider
Reviewing Referred CasesOnce assigned, the partner agent can accept the case and manage it appropriately in the following manner. To review newly assigned partner provider cases
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