Eligibility assessments.
Turn policy criteria into configured rules. Bring application information and supporting evidence into the assessment, with a clear place for exceptions, reviewer rationale and the recorded outcome.
Configure the assessment criteria.
Set out what qualifies, which evidence is required and when an application needs human review. Scheme-specific assessment criteria keep the policy behind the process explicit.
A document check asks whether the evidence is suitable. An eligibility rule asks whether the applicant meets a criterion. Reviewers need to understand both results.
- Criteria setup
- Configure the information, evidence requirements and rules used in the assessment, including scheme thresholds where applicable.
- Rule results
- Consider the application against the configured criteria and the evidence supporting each result.
- Exceptions & review
- Keep cases that need judgement within a structured review. Record the reviewer’s rationale alongside the evidence.
- Recorded outcome
- Retain the assessment decision and its supporting rationale so the outcome can be understood later.
Prepare the evidence for assessment.
Structured digital forms collect information consistently. Automated completeness checks flag missing information and supporting documents before review.
Assessment teams work from an applicant profile with the submitted evidence organised in one place.
- Income & affordability assessment
- Assess payslips, social welfare documentation and bank statements to determine household income and affordability against scheme thresholds.
The assessment process.
Keep the application, criteria, evidence and human decision connected through to the outcome.
Application submitted
The applicant completes a structured form and supplies supporting documents.
Completeness checked
Missing information is flagged and the applicant is prompted to provide what is needed.
Evidence organised
Supporting material is available in the applicant profile for the assessment team.
Criteria assessed
Review rule results against the scheme criteria. Resolve exceptions and record the reviewer’s rationale.
Decision recorded
Retain the outcome with its supporting evidence and assessment history.
Applicant notified
Communicate the outcome and explain the next steps.
Established in Irish housing assessment.
Housing schemes are a proven use case for structured eligibility assessment. Their criteria differ; the need to connect evidence, policy and a recorded decision remains.
- Cost Rental
- Household income and affordability assessed against the scheme’s criteria, including relevant Affordable Housing Act requirements. Cost Rental →
- Affordable Housing
- Income, household composition and eligibility assessed for affordable purchase and rental schemes.
- Differential Rent
- Household income reviewed and rent levels assessed consistently across tenancies. Differential Rent →
- Social Housing
- Eligibility assessed against local authority and approved housing body criteria.
- Approved Housing Bodies
- Structured assessment workflows tailored to AHB scheme requirements.
- Build-to-Rent
- Applicant verification and eligibility checks for institutional rental portfolios.