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.
The first half of Rules as Code Demo Day was wrapped up with Thomas Guillet who has contributed to Open Fisca France and beta.gouv. He demoed the code for Mes Aides—or My Benefits—which is France’s social benefit simulator that leverages open source rule models for over 600 benefits while keeping the displayed complexity to its minimum.
At Rules as Code Demo Day Seth Hartig from the National Center for Children in Poverty (NCCP) and Bank Street College demoed the Policy Rules Database (PRD), a collaborative effort between the Federal Reserve Bank of Atlanta and the NCCP. The primary purpose of the PRD is to simplify the interpretation of all programs by creating a common structure and a common terminology. The repository allows for research on public assistance programs and tax policies, and helps users model benefits cliffs on career pathways. The PRD is supported by a technical manual with pseudocode that helps guide integration and usage in other platforms.
Better Rules utilizes multidisciplinary teams that include people skilled in policy, legal, business rules, programming, and service design working together in an iterative fashion to develop rules. Several outputs are produced using this approach, each offering an opportunity that can be fed back into that iterative process and re-used to solve other issues.
MITRE’s Joe Ditre and Frank Ruscil demoed the code for the Comprehensive Careers and Supports for Households (C-CASH) at Rules as Code Demo Day. The MITRE team expanded the accessibility of the Policy Rules Database and the Cost-of-Living Database (the prior demo) by creating a web service API and a front-end Window’s application called C-CASH Analytic Tool (CAT). CAT provides a more scalable, flexible, and portable functionality which allows end-users to generate various households to run eligibility scenarios across different U.S. counties and states. They are currently working to create a national data hub and analytics tool, starting with utilizing U.S. Census data and populating the data warehouse by pushing large amounts of data through the PRD.
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.
Alluma is a nonprofit that provides digital solutions to simplify eligibility screening and enrollment for social benefit programs, supporting cross-benefit access in 45 counties and two states. Their One-x-Connection product suite streamlines Medicaid and SNAP applications using a business rules engine, with a focus on human-centered design and anonymous, simplified eligibility checks, having helped screen over 10 million individuals and submitted over 67 million applications.
A recap of the two-day conference focused on charting the course to excellence in digital benefits delivery hosted at Georgetown University and online.
Policy changes are often dynamic and occur quickly, but they can only create impact once implemented. The Eligibility APIs Initiative at 18F shares an example from their work that shows the potential for rapid, accurate policy implementation as code.
Digitizing public benefits policy will make the biggest impact for administrators and Americans, but only if it happens at the highest level of government.
The DBN’s Rules as Code Community of Practice (RaC CoP) creates a shared learning and exchange space for people working on public benefits eligibility and enrollment systems — and specifically people tackling the issue of how policy becomes software code. The RaC CoP brings together cross-sector experts who share approaches, examples, and challenges. Participants are from state, local, tribal, territorial, and federal government agencies, nonprofit organizations, academia, and private sector companies. We host recurring roundtable conversations and an email group for asynchronous updates, insights, and assistance.
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.