Create a case API Variable for a PaCE policy in Grants Management ​

Create a case API variable to transfer the information collected from the case to the PaCE eligibility rules engine. This will be used when creating a policy and referencing fields on the case.

About this task

An API Variable is a variable that enables you to pass the value to the policy whenever the policy is invoked. Specify a value for this API Variable when calling the API, otherwise the policy is not executed and no decision is reached.

Before you begin

Role required: admin

Procedure

1. Navigate to All > Workspaces > CSM Configurable Workspace.
2. From the CSM Configurable Workspace sidebar, navigate to the Policy Home.
3. Select the API Variables list.
4. Select Add to create an API variable.
5. On the form, fill in the fields with the following information.

   Table 1. UI parameter element mapping form

   Field	Value
   Label	Case Reference
   Name	case_reference
   Type	Reference
   Description	Case Reference
   Table	Grants Table
   Match Criteria	Select first match

6. Select Save.

Result

An API variable is created, and will pass the value to the policy whenever the policy is invoked, after which the policy is executed and a decision is reached.

What to do next

Create a data collector for a PaCE policy.

Related tasks

• Create a case data collector for a PaCE policy in Grants Management