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

Create a data collector within PaCE to use a set of data within a policy.

About this task

Data collectors collect input process data from within your organization or from a provided external data source to provide an output that can be used in the policy logic to make a decision. This will be used when creating a policy and referencing fields that must be calculated or cannot be dot walked from the case. You can define and manage data collectors by creating, editing, updating, and activating them to your policy builder.

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. In the Variable Definition list, select the Data Collectors list.
4. Select New to create a data collector.
5. Enter the name of the data collector and a description, then select Save.
6. Select Save.
7. Select the Versions (1) related list, and select Draft-V0.1.
8. Select the Build tab.
9. Under Define Variables, select Add to add an input variable.
10. On the form, fill in the fields with the following information.

    Table 1. Define Variables input form

    Field	Value
    Label	Label of the input variable.
    Name	The name of the output variable used within the data collector script.
    Type	The input variable data type. This can be reference, string, int.
    Description	The description of what this input variable is used for.
    Table	Table referenced for the input variable

11. Under Define Variables, select the Output tab, then select Add to add an output variable.
12. On the form, fill in the fields with the following information.

    Table 2. Define Variables input form

    Field	Value
    Label	The label of the output variable
    Name	The name of the output variable used within the data collector script
    Type	The data type of the output variable. This can be reference, integer, string/
    Description	This is the description of the output variable.

13. Under Data collector script, enter the following code snippet:

    (function(inputs, outputs) { 
        var totalGrossIncome = 0; 
     
        var incomeDetailsGr = new GlideRecord("sn_svc_appl_info_income_details"); 
        incomeDetailsGr.addQuery("case_record", inputs.case.sys_id); 
        incomeDetailsGr.query(); 
        //Loop through each income details record for the case 
        while (incomeDetailsGr.next()) { 
            var tempPaymentFrequency = incomeDetailsGr.getValue("payment_frequency"); 
             
            if(tempPaymentFrequency == "every_2_weeks") 
              totalGrossIncome += incomeDetailsGr.amount * 2; 
            else if(tempPaymentFrequency == "weekly") 
              totalGrossIncome += incomeDetailsGr.amount * 4; 
            else if(tempPaymentFrequency == "once_a_year") 
              totalGrossIncome += incomeDetailsGr.amount/12; 
            else 
              totalGrossIncome += incomeDetailsGr.amount; 
        } 
     
        outputs.total_gross_income = totalGrossIncome; 
    })(inputs, outputs);
    

14. Select Save, then select Publish.
15. Select the checkbox next to Activate this data collector and then select Publish.

Result

A data collector for a policy version is now created.

What to do next

Create an eligibility policy using PaCE