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Automatically Assigning Benefits to Cases

Agents automatically assign benefits to cases to make sure that the same preconfigured eligibility rules apply to all benefits cases. When you automatically assign benefits to a case, the field values for the plans, associated benefits, and benefit payments are automatically populated. These field values are locked, and you cannot change most of them. After you automatically assign benefits to cases, you can review the detailed information that was used to calculate those benefits. For more information, see Reviewing Details for Benefits Determination.

Although you cannot delete automatically generated plans, associated benefits, and benefit payments, you can add other benefits, change benefit products, and add other benefit payments. Later, you can automatically reassign benefits to the case. For such a reassignment, administrators can configure Oracle Policy Automation to consider or to ignore these added benefits, changed benefit products, and added payments. When you reassign benefits to a case, the data for the plans and associated benefits is archived in the Benefit History view, and not purged.

You can automatically assign benefits only to cases that have a Status field of Active and that have at least one contact.

After the agent assigns benefits to a case, the case can be automatically routed to a manager for review and approval. For more information about automatic approval routing, see Submitting Cases for Approval and Approving Cases in the Inbox.

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

To automatically assign benefits to a case

1. Navigate to the Cases screen, then the Case List view.
2. Select the case to which you want to automatically assign benefits.
3. Click Eligibility in the Case form.

   The plans that are assigned to the citizen appear in the Benefit Plans view in the Plans view of the Cases screen. These plans have a Type field value of Benefit Plan and a Status field value of Active. The benefits that are associated with these plans and the payments that are associated with those benefits appear in the same view. For more information about the fields in this view, see Manually Assigning Benefits to Cases.