This publication explains current state integrated eligibility and enrollment (IEE) system implementation processes, approaches, and opportunities for future processes and technologies. It is a resource for state officials, advocates, funders, and tech partners working to implement these systems.
This paper introduces a method for auditing benefits eligibility screening tools in four steps: 1) generate test households, 2) automatically populate screening questions with household information and retrieve determinations, 3) translate eligibility guidelines into computer code to generate ground truth determinations, and 4) identify conflicting determinations to detect errors.
18F, a consultancy within the U.S. General Services Administration, developed a prototype API and pre-screener to model federal SNAP eligibility rules, aiming to simplify benefits access through open-source technology.
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.
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 team developed an AI solution to assist benefit navigators with in-the-moment program information, finding that while LLMs are useful for summarizing and interpreting text, they are not ideal for implementing strict formulas like benefit calculations, but can accelerate the eligibility process by leveraging their strengths in general tasks.
The Policy Rules Database (PRD), developed by the Federal Reserve Bank of Atlanta and the National Center for Children in Poverty, consolidates complex rules for major U.S. federal and state benefit programs and tax policies into a standardized, easy-to-use format. This database allows researchers to model public assistance impacts, simulate policy changes, and analyze benefits cliffs across various household scenarios using common rules and language across different programming platforms.
The NYC Mayor’s Office for Economic Opportunity (NYC Opportunity) developed the NYC Benefits Platform, including ACCESS NYC, to help residents easily discover and check eligibility for over 80 social programs.
