Tax Case Assessments

Case workers might have to periodically evaluate tax cases to help them determine the next course of action. Siebel Public Sector provides case assessment functionality to help case workers make these decisions, resulting in more uniform decision processes in the tax agency. Case workers can work from predefined assessment templates that are automatically triggered, using a workflow, at different stages in the case's life cycle.

Administrators or managers at the tax agency can define or modify the assessment templates. The predefined assessment template has attributes in the form of simple questions with weighted values. Each response has an associated score. Completing the assessment provides an overall score for the case. This score can help case workers to make the appropriate decisions. For more information about creating and using an assessment template with associated attributes, see Siebel Applications Administration Guide.