Microsoft Scenario Library Government Benefit eligibility agent

Available with: Microsoft Copilot Studio

Government scenario: Benefit eligibility agent

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Scenario

Use Copilot Studio to create a benefit eligibility agent

Automate benefit eligibility decisions with application of policy rules to citizen application data.

1. Ingest demographic & application data

Securely gathers demographics, application fields, and uploads from all citizen touchpoints.

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AI Agent

Benefit: Automates data collection from citizen uploads, to ensure every application and document is captured.

Gathers various applicant details (like age, income, and family size) from submitted documents and forms, then cleanses and converts them into a consistent format.

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AI Agent

Benefit: Converts submitted documents into a consistent format, to maintain uniform eligibility checks.

Applies a comprehensive set of eligibility rules from a centralized policy knowledge base to the standardized applicant data.

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AI Agent

Benefit: Applies a set of predefined eligibility rules to the applicant data, to deliver instant, policy-compliant eligibility decisions.

Scores and Identify borderline cases and suggest alternatives along with Storing audit logs of rule logic applied for every determination.

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AI Agent

Benefit: Identifies complex cases to get immediate attention and suggest alternatives.

Creates personalized decision letters and provides relevant appeal information based on the eligibility assessment for review.

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AI Agent

Benefit: Automates review of Decision Letters & Appeals to improve transparency.

Flags complex or ambiguous applications for manual review by caseworkers or supervisors for human review with full context and audit logs.

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AI Agent

Benefit: Filters out resolvable cases and reduces total volume on staff escalations.

KPIs

Opportunity to impact key functional area KPIs

How Microsoft Copilot can help maintain budgets

Copilot can be extended into financial systems and other processes to bring data together and speed decision-making based on targets and trends.
Speed data analysis and reporting
  • Quickly analyze trends
  • Generate informative charts
  • Create strategy presentations

How Microsoft Copilot can help improve courtroom efficiency

Automate the tracking of Judicial utilization to uncover data insights and increase courtroom efficiency and transparency.
Task organization
  • Ensure critical tasks are addressed first
  • Track multiple deadlines

How Microsoft Copilot can help improve communications

Copilot streamlines employee creativity and collaboration, reducing the time and effort needed to meet communication demands and bolstering public trust.
Content creation
  • Ideate creative new ways to communicate
  • Tailored content to increase
    engagement and reach
  • Translation to expand global reach
  • Analyze effectiveness to update in real time

How Microsoft Copilot can help reduce procurement cycle time

Enable faster delivery timelines and contract compliance percentage rates to ensure contract terms and are met.
Optimizing Procurement Workflows
  • Reduce time spent on administrative tasks
  • Find knowledge and take action
  • Efficiently draft and format documents
  • Swiftly scan and summarize documents

1Access Microsoft 365 Copilot Chat at m365copilot.com, or the Microsoft 365 Copilot Chat mobile app and set toggle to “Web”.

2Access Microsoft 365 Copilot Chat at m365copilot.com, the Microsoft 365 Copilot Chat mobile app, or the Microsoft 365 Copilot Chat app in Teams, and set toggle to “Work”.

3AI Agents allow Copilot to access your organization-specific apps. In the past this would have required an API call to get data from a system of record.

The content in this example scenario is for demonstration purposes only. You should evaluate how Copilot aligns with your organization’s business processes, regulatory requirements, and responsible AI principles.