Create an eligibility policy using the Social Benefits Playbook Policy as Code Engine (PaCE) Eligibility Rules Engine​

Create an eligibility policy using Social Benefits Playbook Eligibility Rules Engine​ to model eligibility rules that can be used to evaluate social benefit cases.

About this task

Use Policy as Code Engine (PaCE) policies to build out the logic that will determine eligibility and benefits. 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 social benefit 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 benefit model to which the policy is to be mapped.
   Executions	Enables you to review the execution activity for the policy.

7. Select Policy Builder > Record References, then select Add to add variables for the policy.
8. On the Record Reference form, fill in the fields.

   Record Reference Field	Description
   Label
   Name
   Table

9. To set qualifier conditions for the policy, select New condition set.

   Table 2. If and else if statement fields

   Field	Description
   Condition description	Description of the field.
   Source	Variable you want to source for the condition.
   Operator	List of operators to filter the source for the condition. The list changes depending on the source selected.
   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.

10. Optional: Add a dependent condition by selecting or or and next to the condition.

    Table 3. Then and else statement fields

    Field	Description
    Decision	Decision to determine if the policy is Compliant or Non-compliant.
    Log level	Level of the log.
    Log message	Log message field to enter text or select the Data picker icon to concatenate multiple text strings with multiple data pills to select a variable for the log.
    Output type	Output type of the log. You can select the plus icon to add multiple output types or the minus icon to delete the output type.
    Data	Data field to enter text. Select the Data picker icon to concatenate multiple text strings with multiple data pills to select a variable for the log.

11. Select Save.
12. Do one of the following.
    • To publish this eligibility policy for immediate use evaluating social benefits 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 Social Benefits 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. For more information on creating PaCE policy templates, see Create an eligibility policy template. For more information on creating a new PaCE policy from a template, see Create a PaCE Eligibility Policy from a template.

         .

Result

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