1. Public Sector Guide
  2. Setting Up Benefits Programs

Setting Up Benefits Programs

Administrators can set up benefits programs, associate benefits with those programs, and associate products with those benefits. The preconfigured Siebel Public Sector application includes some setup benefits programs. Before you can associate products with benefits, you must set up the products on the Administration - Product screen. For more information, see Siebel Product Administration Guide.

If you use the Oracle Intelligent Advisor policy model to calculate benefits, then make sure that the benefits programs and associated benefits that you set up in Siebel Public Sector also exist in the Oracle Intelligent Advisor policy model. The row Ids for the benefits programs in Siebel Public Sector are used to create the benefit plans in the Oracle Intelligent Advisor policy model.

The following table shows the benefits programs and benefits for the preconfigured, sample policy model for Oracle Intelligent Advisor. For more information, see About the Sample Policy Model.

Benefits Program Benefit

Food Stamp

SNAP (Supplemental Nutrition Assistance Program)

TANF

TANF (Temporary Assistance for Needy Families)

Child Welfare

Child Care

In the List of Values view of the Administration - Data screen, administrators can edit the available values for program codes, benefit codes, and transaction codes to include the appropriate values for your organization. The following table shows the Type field value in the List of Values view for each of these codes. For more information about editing LOVs, see Siebel Applications Administration Guide.

Code Type Field

Program

PS_BNFT_PROGRAM

Benefit

PS_BNFT_CATEGORY

Transaction

PUB_BNFT_ADM_TXN_CODE

If you select the Inactive Flag field of a program or benefit in the Program Benefits Administration view of the Administration - Case screen, then users cannot select the program or benefit for a benefits case.

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

To set up a benefits program

  1. Navigate to the Administration - Case screen, then the Program Benefits Administration view.

  2. In the Programs list, create a new record, and complete the fields as appropriate.

  3. In the Benefits list, create new records for the benefits in the program.

    The following table describes some of the fields.

    Field Description

    Benefit Code

    Select a code that describes the benefit.

    Transaction Code

    Select the transaction code for the benefit code. If Siebel Public Sector is integrated with PeopleSoft Enterprise Payables, then the transaction code is automatically transmitted to PeopleSoft Enterprise Payables and determines the accounting distribution (the general ledger accounts) for payments that are associated with this benefit.
    Note: If you do not create at least one record for a benefit in the program, then users cannot create benefits for the benefit plans that are part of that program.

  4. In the Products list, create new records for the products in each benefit.