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Reassigning Benefits to Cases

An agent can change the information in a benefits case when the citizen's circumstances change or when the criteria for eligibility in established plans change. These changes might affect the plans for which the citizen is eligible. If the plans and associated benefits are automatically generated, then you can regenerate the plans and associated benefits after you adjust the information in the benefits case.

When you reassign benefits to a case, Siebel Public Sector performs the following steps:

• If the case changes affect the benefits for the citizen's plans, then copies the information about the plans and associated benefits to the Benefit History view, and updates the existing plans and associated benefits to reflect the new data for the citizen.
• For benefit records that have no associated payment records with a status of Processed or Paid, deletes the benefit records and the associated payment records. For benefit records that have associated payment records with a status of Processed or Paid, cancels the benefit records, and deletes other associated payment records without a status of Processed or Paid.
• Retains benefit payment records with a status of Processed or Paid. If any of these payments are recalculated, then recognizes the difference between the prior payment and the recalculated payment as a new payment record with a positive amount for payments that increase or negative amount for payments that decrease. Updates the status of these new payment records to Pending.
• Deletes benefit payment records without a status of Processed or Paid if the records no longer apply to the case. If the records still apply to the case, then changes the status to Pending, and adjusts the records if necessary.
• Creates new benefit payment records if necessary, and assigns a status of Pending to these records.
• Clears the check in the Info Changed field of the case.
• Regenerates a new decision report in the Decision Report view in the Plans view in the Case List view of the Cases screen.

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

To reassign benefits to a case

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