Configure the Preliminary Verification Checklist UI in Social Benefits Playbook

Configure the preliminary verification checklist to determine if an applicant is eligible to begin an application for one or more social benefits.

About this task

Create a pre-screener so constituents can be provided with an understanding of their potential eligibility, before they begin the application.

Before you begin

Role required: admin

Procedure

1. Navigate to All > System Definition > Decision Tables.
2. Select the Social Benefits Preliminary Verification table by selecting the label.
3. Select Create Draft.
4. Under Inputs, enter one or more labels for your desired verification questions, and select String as Type.

   By default, inputs are provided. Customers and implementors have the flexibility to add and remove inputs as needed.

5. Add the necessary filter conditions using the condition builder.
   These conditions determine the outcome of the policy.
6. Select Add condition column for the input.
7. On the dialog pop up, verify that the Default operator is set to is.
8. Select Done.
9. Add a condition column for each input above by selecting the Add () icon.
10. Use the dropdown to set what combination of answers will yield an approval or denial.
11. Select Save.
    more steps
12. At the modal pop-up, select Publish.

Result

The questions are shown on the first page of the Government Service Portal intake page.