PolicyEngine is a nonprofit that provides a free, open-source web app enabling users in the US and UK to estimate taxes and benefits at the household level, while also simulating the effects of policy changes. By combining tax and benefits data, PolicyEngine helps individuals and policymakers better understand the impacts of existing policies and proposed reforms, using microsimulation models built from legislation and enhanced survey data.
Building on our February 2022 report Benefit Eligibility Rules as Code: Reducing the Gap Between Policy and Service Delivery for the Safety Net, the Beeck Center’s Digital Benefits Network (DBN) hosted Rules as Code Demo Day on June 28, 2022 where there were eight demonstrations of projects and code followed by a collaborative problem solving session on how to continue advancing rules as code for the U.S. social safety net.
This paper describes results from fieldwork conducted at a social services site where the workers evaluate citizens' applications for food and medical assistance submitted via an e-government system. These results suggest value tensions that result - not from different stakeholders with different values - but from differences among how stakeholders enact the same shared value in practice.
CHI '14: Proceedings of the SIGCHI Conference on Human Factors in Computing Systems
At Rules as Code Demo Day Executive Director Zareena Mayn and Chief Technology Officer Dize Hacioglu of mRelief demoed the code for their Supplemental Nutrition Assistance Program (SNAP) eligibility screener. mRelief is a women-led team that provides a web-based and text message-based SNAP eligibility screener to all 53 states and territories that participate in SNAP. They demonstrated how they have modularized their code to host federal program rules and state-specific rules.
The team introduced an AI assistant for benefits navigators to streamline the process and improve outcomes by quickly assessing client eligibility for benefits programs.
A recap of the two-day conference focused on charting the course to excellence in digital benefits delivery hosted at Georgetown University and online.
The team aimed to automate applying rules efficiently by creating computable policies, recognizing the need for AI tools to convert legacy policy content into automated business rules using Decision Model Notation (DMN) for effective processing and monitoring.
We kicked off Rules as Code Demo Day with Alex Soble of 18F and Mike Gintz of 10x presenting their Eligibility APIs Initiative that explores whether APIs and rules as code might improve the efficiency and effectiveness with which federal public benefits programs communicate their policy to states. They demonstrated their original prototype, and how the open source code has now been extended into several initiatives.
Github repository for Policy Rules Database, which encodes up-to-date rules and provisions for all major federal and state public assistance programs, taxes, and tax credits.
At Rules as Code Demo Day we heard from Song Hia of the NYC Mayor’s Office for Economic Opportunity and Ethan Lo of the NYC Office of Technology and Innovation who demoed the NYC Benefits Platform Screening API which provides machine-readable calculations and criteria for benefits screening that power the ACCESS NYC screening questionnaire. This makes it easier for NYC residents to discover multiple benefits they may be eligible for. The City is now extending the API to support the new MyCity platform, a one-stop shop for all services and benefits.
The team conducted experiments to determine whether clients would be responsive to proactive support offered by a chatbot, and identify the ideal timing of the intervention.
Programs like Medicaid and SNAP are managed at the federal level, administered at the state level, and often executed at the local level. Because there are so many in-betweens, there is significant duplicated effort, demonstrating the need to simplify eligibility rules to facilitate easier implementation.
