Update an eligibility policy in the Social Benefits Eligibility Framework Engine

Update an eligibility policy in the Social Benefits Eligibility Framework Engine.

Before you begin

Role required: admin

Procedure

1. From the CSM Configurable Workspace sidebar, navigate to the Policy Home.
2. Select All Policies, and select the policy name.
3. Do one of the following, depending on what information you want to update.

   Select...	To...
   Select the Details tab.	Edit details such as the policy name, category, date, and description.
   Select the Policy Builder tab.	Make changes to the policy logic, and switch between versions to take various actions at the version level. Note: Published versions of policies cannot be updated. To make changes to the logic of an existing policy, select Create a copy to create a new version of the existing policy that can be updated accordingly.
   Select the Version Management tab.	Manage different versions of a policy.
   Select the Mappings tab.	Update or review the benefits to which the given policy is mapped.
   Select the Executions tab.	Update or review the execution activity for the given policy.