Grant eligibility

A household applies for a grant: an accessible flow takes the region, the household and its income with evidence, eligibility rules written from the scheme's text decide, and near-limit or incomplete applications go to a caseworker. Pack: examples/policies/grant-eligibility/.

A pattern for expressing a public sector & grants policy, not compliance guidance: the thresholds, lists and fields are placeholders chosen to make the example run; a real policy comes from the business's own rules. It calls no app, so it runs in an empty workspace as it is.

The decision it automates

Whether the household is eligible, needs a caseworker, or is not eligible, when the application is submitted.

Data expected

• The applicant as a subject (kind user); nothing is read from its data.
• The flow's answers under submission: region, householdSize, income and incomeEvidence (files).

Steps and rules

Step	Type	Why
collect	wait_for_collection	The grant-application flow.
rules	evaluate_rules	The grant-eligibility rule set under max_severity: residency and the income limit are block, the rest warn.
route	branch	rules.outcome == manual_review opens a case.
review	create_case	grant_caseworker, 10-day SLA.
decide	emit_decision	From the rules, or the reviewer's decision.

The rule set grant-eligibility (useCase: custom) uses max_severity: a failed block rule rejects, a failed warn rule sends the run to review, and the weights add up to the score.

Rule	Type	Severity, weight	Fails when
grant_residency	comparison	block, 100	region is not North, South or East
grant_income_limit	expression	block, 100	income is above 15 000 + 7 500 × householdSize
grant_near_limit	expression	warn, 20	income is above 90% of that limit
grant_evidence	comparison	warn, 30	no evidence of income was uploaded

What a reviewer sees

A grant_caseworker case with the answers, the evidence and each rule's result, so the refusal or award letter can quote the rule that applied.

How to adapt it

Write your scheme's formula as the CEL expressions, add steps for each household member, look applicants up in your registers through an app you build, and add an appeal workflow that a different caseworker reviews.

Run it

pnpm policy:import examples/policies/grant-eligibility --publish

The fixture is a household of three earning 34 000 with no evidence: under the limit of 37 500 but within 10% of it, so the near-limit and evidence rules fail, a grant_caseworker case opens, the check approves it and the run completes with a manual approve.