Update a policy logic in the Social Benefits Eligibility Framework Engine

  • Release version: Zurich
  • Updated July 31, 2025
  • 1 minute to read
  • Make changes to the policy logic in the Social Benefits Eligibility Framework Engine. The Policy Builder tab allows an admin to test new logic parameters through the test playground.

    Before you begin

    Role required: admin

    Procedure

    1. From the CSM Configurable Workspace sidebar, navigate to the Policy Home and select All Policies.
    2. Select the policy name, and select the Policy Builder tab.
    3. Select Create a copy to create a new version of the existing policy that can be updated accordingly.
      A new draft is created that changes can be appended to.
    4. Update the value or condition you wish to change, or add a new piece of logic to the eligibility policy.
    5. Select the Test Playground icon test playground icon in the contextual side panel to test the policy.
    6. Select the parameters of the policy logic and select Run Test.
    7. Review the Output log to ensure there are no issues or errors introduced by the new parameters.
    8. Select Publish.
    9. Select Publish again, if prompted.
      The previous version of the policy is archived, and the newly published version is made the current production version.