There are three configuration options on the application case that drive the
check eligibility process.
- Eligibility Check Rule Set - the rule set used to check program
eligibility. If not specified, the Check Eligibility action item is
hidden from the application case tab action menu and the Eligibility
Checks tab is not included on the application case
- Eligibility Check Strategy - the strategy to be used when checking a
client's eligibility for programs associated with an application. This
is only applicable when the Eligibility Check Rule Set option is specified.
The three options available here are:
- All
- Programs Applied for Only
- User Choice
- Results Display Page - this is a dynamic UIM page used
to display the eligibility check results. If not specified, no information
is displayed on the drop down panel of the check eligibility results page.
The user must configure the eligibility check rule set and results display page.
Instructions for doing this are outlined in the following sections.