Determining Benefits Eligibility

In the intake process, an agent at a social service agency captures details about the situation for a citizen. The agent then screens the citizen’s case to determine the benefits for which the citizen is eligible. She reviews these benefits with the citizen before actually assigning benefits to the citizen’s case. After creating benefit plans with associated benefits and benefit payments, the agent creates referral orders for those benefits that service providers supply. When benefit payments are due, the agent processes these payments.

Later, the agent changes data relating to the citizen’s case because the household income for the case changes. To determine whether this data change affects the citizen’s benefits, the agent automatically scans the citizen’s case to see whether she must reassign new benefits to the case. Consequently, she reassigns benefits to the case. Information about the existing benefits is archived, and the payments for the citizen are automatically recalculated.