This report details findings and lessons from a project to develop a calculator to help people anticipate how a change in earnings from employment would affect their net income and information on their estimated effective marginal tax rate.
U.S. Department of Health and Human Services (HHS)
We continued Rules as Code Demo Day with Daniel Singer and Preston Cabe from Benefits Data Trust. Benefits Data Trust provides benefit outreach and application assistance services in seven states. Using Benefits Launch, their in-house interview and rules engine, they support two hundred contact center employees as they screen and apply thousands of clients each year. They also offer a self-service screener, Benefits Launch Express. Additionally, they offer an eligibility API to integrate with other services.
This report highlights key findings from the Rules as Code Community of Practice, including practitioners' challenges with complex policies, their desire to share knowledge and resources, the need for increased training and support, and a collective interest in developing open standards and a shared code library.
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.
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
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.
We wrapped up Rules as Code Demo Day with Max Ghenis and Nikhil Woodruff, the founders of PolicyEngine. The PolicyEngine web app computes the impact of tax and benefit policy in the US and the UK. With PolicyEngine, anyone can freely calculate their taxes and benefits under current law and customizable policy reforms, and also estimate the society-wide impacts of those reforms. Policymakers and think tanks from across the political spectrum can analyze actual policy. PolicyEngine is built atop the open source OpenFisca US and UK microsimulation models and they are building an open unified data set utilizing data from the Policy Rules Database, Current Population Survey, Survey of Consumer Finances, Consumer Expenditures, tax records, and IRS Public Use File.
The team developed an AI-powered explanation feature that effectively translates complex, multi-program policy calculations into clear and accessible explanations, enabling users to explore "what-if" scenarios and understand key factors influencing benefit amounts and eligibility thresholds.
The team examined how AI, specifically LLMs, could streamline the case review process for SNAP applications to alleviate the burden on case workers while potentially improving accuracy.
This report examines how the U.S. federal government can enhance the efficiency and equity of benefit delivery by simplifying eligibility rules and using a Rules as Code approach for digital systems.
