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Author's profile photo Lyda Osorio

Introduction to SAP Social Services Solution – Part II

As I mentioned in my last entry, SAP Social Services Solution offers functionality to support the lifecycle of Social Services Agencies ( this blog I am going to explain the  functionality around the step “Apply for Benefits”.

1 – Apply for benefits:


The SAP Solution offers the ability to receive and process benefits applications, using SAP Social Application.

Applications are submitted by the applicant, case worker or by a third party in the system  online or imported as an XML-base data structure. SAP supports online applications forms (BSP+ HTML or Adobe Interactive Forms) by using SAP CRM Web Request functionality. Forms advance settings are controlled by SAP BRF+, such as displaying section based on previously filled fields.

application form.png

The submitted information generates a “Benefit Application” (Social Application) with the attribute “Web Request”.  Web Request form is accessible inside the transaction in the assignment block “Application Form”.

Benefits requested are created as items in the transaction.  Items could be either added manually by the case worker or automatically assigned via SAP BRF+ rules or BADI based on the application form data. This allows having one “Benefit Application” transaction document with different benefits requested, instead of creating new document for each social benefit.

application accepted item.png

Each benefit requested by the applicant (item) is accepted or rejected in the system manually or automatically. System uses BRF+ rules to determine if the applicant qualify for the benefit requested.

application accepted item detail.jpg

The case worker used the “Social Application” to ensure the completeness and correctness of an application, as well as to document checking and approvals. Legislations could, for example, not allow doing strict validation in an online application form, requiring cases workers to assist the applicant in filling out correctly the form.

application tx.jpg

Standard features available in CRM transaction types are available with SAP Social Service Solution controlling the processing, such as:

  • Partner Management: The applicant, other governments agencies and employees involved in the assessment are represented as business partner.
  • Dates Management: Application received on, decision date and any other dates/milestone are managed using Date Management.
  • Status Management: All steps involved in the application processing could be represent as status: Draft, Received, In process, For Approval, Withdrawal/ Cancel, Approved, etc.
  • Notes: approval/rejections comments, internal comments could be managed by using Text.
  • Follow up documents, attachments, document templates.
  • Other basic CRM Functionalities such as “actions” are also available for “Social Application”.

The solution could be supported with “Activity Management” to assign tasks to case workers and capture tasks effort. Through alerts, notifications could be sent to case workers. No extra activities or alerts are delivered by the system, as those have to meet project requirements.

Alert notification2.png

Additionally the solution uses “CRM Case Management” to link the claim information (applications, plans, deductions, payments). Case assignment is controlled by configuration and is possible to assign a case manually or automatically by the system.

case application2.png

Finally, the case worker’s confirm that all application data is valid, by approving the benefit application. Approval could be triggered manually or automatically based on rules. SAP delivers models for BRF+ rules for application approval; however each implementation will require developing their assessment based on their procedures.

Follow the next blog…(Introduction to SAP Social Services Solution – Part III)

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      Author's profile photo Augusto Encarnacion
      Augusto Encarnacion

      Where I can learn this module Sap Social Services ?

      How I can make myself consultant sap this module Sap Social Services ?



      Author's profile photo Lyda Osorio
      Lyda Osorio
      Blog Post Author


      SAP offers the training:

      Social Service Management (TZIPSM)

      Version: 095

      5 days Instructor-led Classroom

      Author's profile photo Augusto Encarnacion
      Augusto Encarnacion

      Very thanks.

      is class remote.. presencial..?¿

      you have details of the course ..?

      I am interest apply



      Author's profile photo Lyda Osorio
      Lyda Osorio
      Blog Post Author

      That is a class room course (presencial).

      You can check content, details , dates in SAP Education

      SAP also offers an OKP (Online Knowledge training) about Social Service Solution.



      Author's profile photo Sanchit Guglani
      Sanchit Guglani

      Hi Lyda,

      I am quite new to SAP World. I just wanted to check if there is any standard functionality available to create a new Social Application(SOA) in reference to old Social Application(SOA) or creating new SSP in reference to another SSP?