Create a case API Variable for a PaCE policy in Grants Management
Create a case API variable to transfer the information collected from the case to the PaCE eligibility rules engine. This will be used when creating a policy and referencing fields on the case.
About this task
An API Variable is a variable that enables you to pass the value to the policy whenever the policy is invoked. Specify a value for this API Variable when calling the API, otherwise the policy is not executed and no decision is reached.
Before you begin
Role required: admin
Procedure
Navigate to All > Workspaces > CSM Configurable Workspace.
From the CSM Configurable Workspace sidebar, navigate to the Policy Home.
Select the API Variables list.
Select Add to create an API variable.
On the form, fill in the fields with the following information.
Field Value Label Case Reference Name case_reference Type Reference Description Case Reference Table Grants Table Match Criteria Select first match Select Save.
Result
An API variable is created, and will pass the value to the policy whenever the policy is invoked, after which the policy is executed and a decision is reached.
What to do next
Create a data collector for a PaCE policy.
Parent Topic:Configure Eligibility Rules Engine Policies in Grants Management
Related topics
Create a case data collector for a PaCE policy in Grants Management