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Applying for Benefits

Citizens can apply for benefits by completing and then submitting applications in the Siebel Public Sector Self Service Web site.

To apply for benefits, citizens can enter information in an Oracle Policy Automation interview session that they access in the Siebel Public Sector Self Service Web site. This information includes data about themselves (such as their name, social security number, date of birth, contact information, and address), about their finances (such as income, financial assets, and expenses) and about their households (such as other people living with them and their finances). You can start an interview and resume it at a later time, for more information, see Control Types for Integrating Oracle Policy Automation.

Generally, the citizen who creates an application is the primary contact for that application. However, if another user creates an application for a citizen, then that user is not the primary contact for the application. Only the user who creates an application can access that application in the Siebel Public Sector Self Service Web site.

NOTE:  The described behavior of the Oracle Policy Automation interview session in this topic applies to the preconfigured, sample rulebase for Oracle Policy Automation. If customers use a different rulebase, then this behavior does not apply. For more information about the sample rulebase, see Siebel Public Sector Guide.

The sample Oracle Policy Automation rulebase that is shipped with the product is meant to only illustrate the capabilities of the integration between Oracle Policy Automation and a self-service Web site for Siebel Public Sector Self Service.

The following guidelines apply to the user interface in the interview session:

• You must enter a value in fields that have a star icon.
• If you enter an invalid value in a field, then an error message appears when you attempt to continue to the next screen, and you must correct the field value before you can continue to the next screen.
• A numbered progress bar at the start of the screen depicts your progress in completing the application. Each step of the progress bar with a number and a description represents a screen of the interview session. The steps that are inconsistent with the information that you provide, and that you cannot access, are unavailable to you. For example, if you indicate that you have no income, then you cannot access the step to provide details about your income.

  The numbers each side of the progress bar show the number of steps that do not appear in the progress bar for the current screen of the interview session. You can click these numbers to display the hidden steps.

• If you close the interview session before clicking the Save button, then the data that you entered in the interview session is not saved. If you click the Save button to save an application, but you do not submit that application to the agency, then agents can see, but not process, the application record in the Siebel Public Sector application.

To apply for benefits

1. On the home page of the Siebel Public Sector Self Service Web site, click the APPLY FOR BENEFITS link.

   The first screen of the Oracle Policy Automation interview session appears. Information from your user profile is automatically populated in some of the fields on this first screen. You enter additional information on each screen of the interview session that applies to you.

2. Perform the following actions to navigate in the interview session:
   • To navigate to the next screen, click Next.
   • To navigate to the previous screen, click Back.
   • To save an incomplete application or to later submit a completed application, click Save, and then click Close.

     A record for the saved application appears in the My Applications applet. For more information about completing saved applications, see Resuming the Submission of Applications.

3. Perform the following actions to manage records in the interview session, such as records for household members, income, expenses, and assets:
   • Select the display mode of the records as follows:
     • If you want the records to appear in forms, then click Card.
     • If you want the records to appear in a list, then click List.
   • To add a record, click the plus icon, and enter data in the fields of the record that appears.
   • To edit a record, select the record, and change the field data in the record.
   • To delete a record, select the record, and click the trash can icon.

     Although the record no longer appears in the user interface after you click the trash can icon, the record is not actually deleted until you navigate to the next screen of the interview session.

4. On the last screen of the interview session, complete the following steps:
   1. To review and correct the application information, click Back, click Back again as many times as necessary, and click Next as many times as necessary to return to the last screen of the interview session.
   2. If the application information is correct, click Submit.

      After you click Submit, either a confirmation screen appears with a message indicating that the application submission was successful, or an error message appears indicating why the application submission was unsuccessful. You cannot change the application information on a submitted application unless an agent rejects the application. For more information, see Revising Rejected Applications.

5. On the confirmation screen, complete one of the following steps:
   • If you want to view a list of your applications, click View Applications.

     The My Applications applet appears.

   • If you do not want to view a list of your applications, click Close.

     The home page of the Siebel Public Sector Self Service Web site appears.