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Checking for Necessary Benefits Reassignments

After benefits are automatically assigned to a case, the agent or another user can change the citizen data that determines those benefits. They might change this data in the view for the case or in another screen or view that affects data for the case. When data that determines benefits changes, the agent can reassign the benefits to the citizen's case.

To determine whether changes to citizen data affect the benefits for the citizen's case, the agent clicks the Scan Changes button. After determining that the relevant data is changed, the agent must reassign benefits to the case. The processing that is executed when the agent clicks this button evaluates changed data in only the fields and records that are implemented for effective date tracking. For more information, see Implementing Effective Date Tracking.

NOTE:  The Scan Changes button is enabled only for cases that have a Status field of Active and a Category field of Benefit.

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

To check for necessary benefits reassignment

1. Navigate to the Cases screen, then the Case List view.
2. Select the active case for which you want to check for necessary benefits reassignment.
3. Click Scan Changes.

   A check appears in the Info Changed field of the case if the data that determines benefits changed after an agent last automatically assigned benefits to the case. A check also appears in the Info Changed field of additional cases if this data change also affects the benefits for those cases.