Uploading Applications
Before an agent uploads application data, this data exists only in the submitted application, and not in the data fields in Siebel Public Sector. When the agent uploads an application, the agent distributes the data in the application to the appropriate data fields in Siebel Public Sector records for the case and associated benefit plans and for the contacts and associated addresses, expenses, income, financial assets, and relationships.
A single master case record is associated with the primary contact record for an application. When you upload application data, you make sure that all cases for the primary contact are associated with this single master case record. Observe the following restrictions about application upload:
You can upload only one application at a time.
To upload an application, you must first associate contacts with that application if contact matching is enabled. For more information about associating contacts with an application, see Finding Matching Contact Records.
You can upload an application only if the status of the application is Submitted. Because an uploaded application has a status of Processed, you cannot upload an application more than once.
This task is a step in Process of Managing Applications.
To upload an application
Navigate to the Applications screen.
To view only the submitted applications assigned to you, select My Applications in the visibility filter.
Additional selections in the visibility filter display applications for your team, applications for an organization, and all applications.
Drill down on the Name field of the application.
Navigate to the Contacts Matching view.
Click Upload.
If the upload succeeds, then the following changes occur:
The Benefit Plans view in the Plans view in the Case List view of the Cases screen appears, and this view shows the benefit information for the newly created case.
The Status field of the application changes to Processed, and the Case Number field of the application is populated with data.
The Decision Report view in the Plans view in the Case List view of the Cases screen is populated with details about benefits determination.
If the upload fails, then an error message appears.