Enterprise DNA

Instead of Salesforce Benefit Management

Stop renting Salesforce Benefit Management. Own your benefit casework system.

We build your version around the programmes you administer, bring across your agreed Salesforce records and run it for you. See which applications need evidence and which decisions need another review.

Salesforce lists Public Sector Service Core at US$275 per user per month, billed annually. That is US$3,300 per user each year before any separately agreed additions.

Get your version built See it working
  • check_circleYour data in a database you own
  • check_circleOpen source, no lock-in
  • check_circleBuilt and run by Enterprise DNA

What the subscription covers

Casework inside a wider public sector platform

Salesforce lists Benefit Management among its Public Sector applications. Compare your contracted edition and the work you actually use with the records and reviews you want to own.

users

A recurring licence for each user

The published Core list price is US$275 per user per month on annual billing. A reviewer who needs access adds to the seat count.

layers

An edition decision

The published Advanced list price is US$500 per user per month, billed annually. Confirm the edition and additions on your own contract.

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The application record

Salesforce holds an individual application and its status. The replacement keeps your application register in your own database.

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Evidence review

The vendor workflow brings supporting information into application assessment. Your version keeps the requirement, reference and checker together.

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The decision workflow

Salesforce supports benefit application processing. Your version records a named human decision and flags it when the underlying facts change.

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The work of leaving

Salesforce reports can export detail records as a spreadsheet file. Moving starts with choosing the right columns and checking every application count.

Your version

Follow the application from missing evidence to reviewed decision

EVIDENCE FIRST

See the reason a review is waiting

Each application has its own evidence checklist and policy references. A missing document stays visible until a person records the check.

  • check Requirements tied to the programme policy
  • check A named checker and review date for each reference
  • check Missing, rejected and expired evidence listed separately
  • check Overdue applications shown beside the evidence gaps

CURRENT DECISIONS

Changed facts call for another look

A recorded decision refers to the facts and evidence reviewed at that time. Changes make the earlier decision stale.

  • check A reviewer different from the case owner
  • check Reasons and policy references kept with each decision
  • check Final decisions require current accepted evidence
  • check Earlier decisions stay in the history after a replacement

REVIEWS AND APPEALS

Keep the next review on the same record

Recertification dates and appeal deadlines belong beside the application. The weekly view shows who needs to act.

  • check Recertifications due within the next 30 days
  • check An appeal linked to the exact decision being challenged
  • check A different reviewer records the appeal resolution
  • check Open appeals block a replacement decision until reviewed

THE WEEKLY BRIEF

Prepare the paperwork from the records you own

Generate internal case, decision and appeal briefs carrying your organisation name. Add the questions your programme needs to answer.

  • check Read-only reports for overdue work and evidence
  • check Case ownership compared with overdue reviews
  • check Retention-purpose dates flagged for human review
  • check Printable briefs and internal drafts from the same records

Make it yours

Design your own Salesforce Benefit Management replacement

Everything starts from the open-source base. Then it gets your name, the parts you run, your rules and your data from Salesforce Benefit Management. Try it here, and we build the real one.

2. What it runs

3. Make it fit

4. Your colour

Your business · your Salesforce Benefit Management replacement Your version
YB Your business

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Answered from your own database

Build my version

We build it from the open-source base, bring your Salesforce Benefit Management data across and run it for you.

What it looks like

Ask it like you would ask a colleague

Real answers from the demo data that ships with Benefit Casework for Claude Code. It runs in Claude Code inside the Claude app, so it feels like any chat you already use.

forum

Benefit Casework for Claude Code

Connected to your own database

Which applications and appeals need attention this week?

APP-103

Owner
Mere
Finding
Application overdue
Due
2026-09-25

APP-103

Owner
Mere
Finding
Stale decision
Due
2026-09-25

APP-101

Owner
Mere
Finding
Evidence missing
Due
2026-11-06

APP-101

Owner
Mere
Finding
Evidence expired
Due
2026-11-07

APP-101

Owner
Mere
Finding
Application overdue
Due
2026-11-09

APP-103

Owner
Rangi
Finding
Appeal overdue
Due
2026-11-10

APP-102

Owner
Wiremu
Finding
Recertification due
Due
2026-11-26

APP-101

Owner
Mere
Finding
Recertification due
Due
2026-12-04

Ask it anything

Questions your casework records can answer

These questions run on the free demonstration today. Your own version can use your programme fields and review rules.

chat_bubble Which overdue applications also have evidence gaps?
chat_bubble Which evidence references have expired?
chat_bubble Which earlier decisions no longer cover the current facts?
chat_bubble Which applications have no evidence checklist at all?
chat_bubble Which recertifications fall due in the next 30 days?
chat_bubble Which appeal deadlines have passed and who owns them?
chat_bubble Which case owner has the largest overdue queue?
chat_bubble Which records need a retention-purpose review?
chat_bubble What did each reviewer record and when?
chat_bubble Which decisions are under appeal or awaiting more information?

Switching

How to switch from Salesforce Benefit Management

In practice, the move involves exporting the application report, agreeing which related records and history to map, testing the import, and checking the new workflow before you retire Salesforce Benefit Management.

  1. 1

    Prepare your programme rules

    Before moving records, set up your programme and its policy reference in Benefit Casework. Confirm the review and retention dates your organisation uses, along with the fields and rules you need. These details come from your organisation, not from the import. Decide which related records, attachments and assessment history you want to bring across, since they are not included in the free application report import.

  2. 2

    Export the application report

    In Salesforce Benefit Management, export an Individual Applications report as Details Only CSV in UTF-8, with the columns required by the import. If your report uses customised headers, note how they correspond to the fields in Benefit Casework so they can be mapped. The import preserves each source status as history, including Approved, but an imported status does not create a local decision.

  3. 3

    Preview and check the import

    Run the import in test mode before loading records. Review which rows would be imported and any flagged rows or conflicts. Correct missing or mismatched fields and map customised headers before you proceed. A bad row or a conflict discovered during the full import rolls back the entire file, so resolve the issues in the test first rather than treating a partial import as complete.

  4. 4

    Load records and compare

    After the preview is clear, load the application records. Keep Salesforce Benefit Management available alongside Benefit Casework for a short period you choose. Compare the records and source statuses, and check that evidence gaps, review work and appeals are being handled as your process requires. The import does not bring over payment history, household members, attachments or configured decision rules, so account for any of these separately.

  5. 5

    Switch off Salesforce

    Turn off Salesforce Benefit Management only after you have checked the imported records and confirmed that your team can carry out the agreed work in Benefit Casework. Make sure any history or related records you decided to keep have been handled, and that staff know which system is now the working record. Keep the old system available until your organisation is satisfied with the move.

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Where the real effort goes

The import itself is only part of the work. Most effort usually goes into mapping your fields and programme rules, setting review dates, and deciding which household records, attachments and assessment history to bring across. The free import covers the Individual Applications report. When Enterprise DNA customises and runs your version, it handles the agreed mapping and record checks as part of that work.

Not ready for a call?

Get your Salesforce Benefit Management switch plan by email

We will send you the step-by-step plan for moving your business off Salesforce Benefit Management, what the move really involves, and how we would do it for you.

One email with your plan. No spam, and you can unsubscribe any time.

Three ways to own it

Do it yourself, have it customised, or have it run for you

Open source

Do it yourself

Free, open source

  1. 1 Clone the repo and run npm install, then npm run demo
  2. 2 Open it in Claude Code, Codex, OpenCode or Cursor and ask what needs attention
  3. 3 Export an Individual Applications report from Salesforce and preview the import
  4. 4 Map your programme checklist, check the records and configure working access
Get it on GitHub

Built around your business

We customise it

One setup fee, then a retainer for ongoing work

  • check Your programme fields, approved policies and review dates
  • check Your agreed Salesforce records brought across and reconciled
  • check Your intake screens and document connections built to the agreed scope
  • check A different technology stack if your organisation requires one
Get your version built

Omni by Enterprise DNA

We run it for you

One setup fee, then a retainer

  • check Installed with access controls and tested backups
  • check Evidence queues and weekly casework briefs prepared for review
  • check Maintained as your programmes and operating requirements change
  • check Run through Omni by Enterprise DNA alongside your other work
Book a 30-minute call

Questions

Instead of Salesforce Benefit Management, answered

Does this replace every part of Salesforce Benefit Management? expand_more

The free version covers internal application records, evidence reviews, decision history, recertifications and appeals. We scope the intake screens, document connections and other workflows your organisation needs into your custom version. Bring the actual processes and renewal to the call so we can compare them.

Can it decide eligibility or pay a benefit? expand_more

Every outcome comes from an authorised human reviewer. The system checks that the evidence record is complete and current before recording a final decision. Statutory interpretation, benefit awards, payment execution and official notices stay with your responsible organisation and its authorised processes.

Will our Salesforce history come across? expand_more

The free import brings across an Individual Applications report with the required columns and preserves the original status. It does not turn an imported approval into a new local decision. We map and check any agreed household records, attachments and assessment history as part of your custom version.

What happens when evidence changes or someone appeals? expand_more

Changed application details or evidence make earlier decisions stale. Expired evidence is flagged when you read the record. An appeal stays linked to the decision it challenges, and a different reviewer records its resolution. Nothing is sent to the applicant automatically.

How do the costs compare with our Salesforce contract? expand_more

Salesforce publishes Core at US$275 and Advanced at US$500 per user per month, both billed annually. Those are platform list prices, not a quote for your complete deployment. The free version has no software licence fee, while hosting and usage have their own costs. Enterprise DNA customises and runs your agreed version for one setup fee, then a retainer.

Bring your casework process and Salesforce renewal

Spend 30 minutes with Sam. Show us your annual licence bill, an application review and the evidence your team needs to keep. We will work out what your owned version should cover and what needs a separate implementation.

Book a 30-minute call Get the free version

Benefit Casework for Claude Code is free and open source, published by Enterprise DNA.

Done paying for Salesforce Benefit Management?

Get your version built