0
2.21.1
Zurich, Yokohama, Xanadu, Washington DC
Service Applicant Information extends your application and case intake processes by enabling the collection of detailed applicant data. Designed to support both primary and additional applicants, the plugin provides a flexible data model and user-friendly interfaces to capture and manage key information—including financial details—at the point of entry.
Ensures your team has access to the applicant insights needed for accurate eligibility assessments, effective program management, and improved applicant experiences.
- Capture extended applicant data during application/case creation
- Support for both primary and secondary applicants
- Customizable data model to accommodate evolving information needs
- Financial details data model to capture income, expenses, deductions, and assets
- Purpose-built user interfaces for seamless data entry and review
New
- Added dynamic, configurable filtering across GSP portal lists. All filters are multi-select; date fields support ranges.
- sn_gsm_government_service_case: Business, Business contact, State, Priority; Opened (range), Updated (range)
- sn_customerservice_task: Priority, State, Subject, Visible to Customer
- sn_gsm_service_request_case, sn_gsm_information_request_case, sn_gsm_license_permit_case: Constituent, Business, Business contact, State; Reported date (range)
- sn_gsm_social_benefits_case: Product, Constituent, Business, Business contact, Stage, State, Assigned to; Reported date (range)
- customer_account: Name, Primary Contact, City, Zip/Postal code
- customer_contact: Name, Business
- sn_install_base_item: Contact
Changed
- /gsp homepage updated to new design; now uses Configurable Portal Widgets (Banner, Mega Menu, Header/Footer, Data List, FAQ/Quick Links).
- Enabled configurable widgets on pages: gov_case_list, gsp_businesses, gsp_business_details, gsp_contacts, gsp_contact_details, gsp_receieved_items, gsp_receieved_item_details, gsp_services_detail. Lists use Data List search and filters.
Fixed
- None
Removed
- None
- No changes applicable