Create an eligibility policy in Grants Management using PaCE

Create an eligibility policy using Grants Management Eligibility Rules Engine​ to model eligibility rules that can be used to evaluate grants cases.

About this task

Use Policy as Code Engine (PaCE) policies to build out the logic that will determine eligibility and grants. Policies can be saved as templates to quick-start future policy creation. You can create a policy from scratch using Policy Management, and define the logic for that policy using the Policy Builder tool. Policy logic is a set of conditions that is used for determining whether or not an applicant is eligible for one or more of the grant programs offered by your agency. You can set conditions for the policy using the condition fields.

Before you begin

Role required: admin

Procedure

1. From the CSM Configurable Workspace sidebar, navigate to the Policy Home.
2. Select All Policies > New.
3. Select New blank policy to start from a blank policy, or select from the existing policy templates.
4. Select Create.
5. On the Create New Policy form, fill in the fields.

   Table 1. Create New Policy form

   Field	Description
   Policy name	The name of the policy. Note: The policy name must be unique, and is used as the identifier of the policy.
   Category	Enables you to group and manage policies more efficiently.
   Created	Date and time when the policy was created. Auto-populated.
   Updated	Date and time when the policy was updated. Auto-populated.
   Description	Additional details for this policy.

6. Select Save.
   The newly created policy contains the following tabs:

   Tab name	Description
   Details	Displays the details of the policy, including policy name, category, date created, and a description.
   Policy builder	When you create a policy, a draft policy version is created, and must be published before it is current and can be used. Each policy version contains version metadata, a policy script, and variable input definitions, all of which can be modified. Under the Policy builder tab, you can: Edit a policy version. Note: Published policies cannot be edited. To edit a published policy, select Create a copy. View version details Create a new version Switch from low-code to the code editor Save the policy as a template Compare versions Duplicate policy versions For more details, see Manage PaCE policy versions. Note: You must publish a policy version to make it current before it can be used.
   Version management	Displays previous versions of the policy. You can also create a new version of the policy.
   Mappings	Enables you to define the grant model to which the policy is to be mapped.
   Executions	Enables you to review the execution activity for the policy.

7. Select Policy Builder > Data Sources > Data Collectors, then select Add.
8. In the search box, enter Test Data Collector, select it, then select Next.
9. In the Details tab, add a label in the label field.
10. Select the Inputs tab, and in the Case field, select the data pill picker icon (), then select API variables > > Case Reference > Inputs > Save.
    This data collector will now be executed when the policy is executed. You can access the output variables by selecting a data pill picker in any if/else condition and selecting data pill picker > Data collectors > Test data collector > Total Monthly Gross Income.
11. To set qualifier conditions for the policy, select New condition set and enter the following information:

    Table 2. If statement fields

    Field	Description
    Condition description	Case constituent is empty.
    Source	API variables > Case Reference > Constituent
    Operator	is empty
    Value	Value to enter text. Select the Data picker icon to concatenate multiple text strings with multiple data pills to select a variable for the log. Note: If your Source is choice, you will be unable to select multiple data pills.

    Table 3. Then statement fields

    Field	Description
    Decision	Non-Compliant
    Output type	Result
    Data	This case does not have a constituent.

12. Add a dependent condition by selecting Add else, then fill in the fields with the following information.

    Table 4. Else statement fields

    Field	Description
    Decision	Compliant
    Output type	Info
    Data	This case has a constituent.

13. Select Publish.
14. Do one of the following.
    • To publish this eligibility policy for immediate use evaluating Grants applications:
      1. Select Publish.
      2. Select Activate this policy then select Publish without testing.
      3. Verify that the state of the policy has changed to Current.

         Your eligibility policy is now published and can be used to evaluate any active grants cases. Verify the policy appears in the Policy Home by navigating to Policy Home in the CSM Configurable Workspace sidebar, and selectingPolicies > All Policies.

    • To save this policy as a template for future use:
      1. Select Save as Template > New Template.
      2. On the form, fill in the fields.

         Policy Template form	Description
         Name	Primary Applicant
         Template Type	Data Source
         Description	Predefined data source for applicant information

      3. Select Save

         Your policy template has been created, and can be used to quick-start future policy creation.

         .

Result

An eligibility policy is now created, and is ready to be mapped to one of more grant models of the Grants Management. See Map an PaCE eligibility policy to a grant model using Grants Management Eligibility Framework for information on how to map the published policy to a specific grant.