Use invocable actions to retrieve a taxpayer profile and tax-year activity, create benefit disbursements, generate payment instructions, run record aggregation batch jobs, search file content stored in Amazon S3, and enqueue recruitment postings to generate candidate leads.
Create a benefit disbursement for an eligible benefit assignment. For example, create a benefit disbursement request to offer monetary benefits through direct cash assistance or subsidies.
Bulk Enqueue Postings to Generate Leads Action
Enqueues recruitment posting IDs so that candidate leads are generated asynchronously.
Generate Payment Instructions Action
Generates payment instructions, based on source record IDs. Supports claims, payment requests, and benefit disbursements as source records.
Run Record Aggregation Batch Processing Definition Action
Runs a Data Processing Engine definition to process an asynchronous batch job that creates or updates record aggregation results.
Search Content on External Storage Action
Searches content stored in files, including images, audio recordings, video footage, and PDF documents that are stored in external storage systems, and returns matching files with specific citations.
Returns the logged-in taxpayer’s display name and the tax years that have filings.
Returns the logged-in taxpayer’s display name and the tax years that have filings.
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