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Accuity

Tools #

 

Accuity #

Accuity is a product that allows the Family Support Division to view bank account balances from the first day of the month, prior to any transactions.

 

Use the portal to gather bank account information of the person(s) for whom benefits are requested and their spouse only at each initial Non-MAGI Application and Non-MAGI Annual Renewal.

    • Application: Submit an Accuity request when registering a Non-MAGI application
    • Annual Renewal: Accuity requests will be submitted using a batch process. Results should be in the ECM by the time the ex-parte Annual Renewal task is created. If the response is not in the ECM, submit an Accuity request at that time. When searching the ECM, search using the 8 digit DCN and “ends with” to locate all of the documents.

 

Permission to gather verification from Accuity on the participant’s behalf is granted when a participant applies for Non-MAGI coverage. This permission includes the spouse.

 

Permission to use EVS sources that have FCRA requirements may be revoked by an applicant/participant in writing. If access was previously revoked, participants may use an IM-6EVS Authorization for Verification form to reinstate permission to consult sources that have FCRA requirements.

 

MHDC applications and annual reviews: When the child meets the definition of living with a parent, per MHDC Basic Eligibility Requirements, submit an Accuity request for the child as well as the parent(s). The parent(s) in the home grant permission by applying for MHDC coverage.

 

 

Log in to the Accuity Portal #

 

Three consecutive failed attempts in 24 hours will lock the account. To unlock, staff must contact the Accuity help desk at 1-855-807-9822.

 

Users without previous access to Accuity must have their supervisor submit an ASAP.

 

Users who have lost access to Accuity must contact the Accuity help desk to unlock their account.

 

If both options fail, e-mail FSD.IMSecurity@dss.mo.gov with Accuity Access in the subject line.

 

Log in to the Accuity Portal

Note: Users without previous access to Accuity must have their supervisor submit an ASAP

    1. From the Accuity Home Page
    2. Click on the Accuity Portal
    3. Enter user name
      1. Format: FSD user id (all capital letters)
      2. For first time log-in, use information provided in the portal access email.
    4. Enter password
      1. For first time log-in use temporary password provided in email
        1. Set up reset security questions
        2. Create new password
      2. Forgot your password?
        1. If yes – go to step c
        2. If no – go to Request Information in the Accuity Portal
      3. Click on the “I forgot my password” link
        1. Answer the security questions
        2. Go to Outlook and copy the temporary password that was sent
        3. Paste the password in the password entry field
        4. Follow the prompts to change your password

Note:

    • Three consecutive failed attempts in 24 hours will lock the account.
    • Users who have lost access to Accuity must contact the Accuity help desk at 1-855-807-9822
    • If Accuity help desk is unable to assist, e-mail FSD.IMSecurity@dss.mo.gov with Accuity Access in the subject line

 

 

Request Information in the Accuity Portal #

 

Request bank account information only for the person(s) applying for or receiving Non-MAGI benefits and their spouse or anyone else who’s resources should be considered in the eligibility determination.

 

Gather all bank information from the application/annual review and FAMIS so only one inquiry is sent for the applicant/participant.

 

A Geographic search must be added to all inquiries.

 

Whenever an Accuity request is submitted, a comment is required on EUMEMROL indicating that an Accuity request has been submitted.

 

Steps to request information in the Accuity Portal Note: DO NOT use any of the browser’s navigation buttons while navigating the Accuity portal.

    1. From the Accuity Home Page
      1. Click on the Accuity Portal
      2. Click on New Request
      3. Complete the required fields:
        1. Case Reference # – Enter the participant’s 10 digit DCN
        2. First Name – Enter as it appears on the participant’s ID
        3. Last Name – Enter as it appears on the participant’s ID
        4. SSN (Or Tax ID Number)
        5. Address – Enter as it appears on the application/annual review
        6. Customer other Names – Only if the applicant/participant uses another name
    2. Click Continue
    3. Bank information found on application or in FAMIS?
      1. If Yes, go to step 4
      2. If No, go to step 11
    4. Click Add Verification FI
    5. Complete the required fields
      1. FI Name – The name of the Financial Institution
      2. City – Bank location if known, or the applicant/participant’s city
      3. State – The state of the city in the step above
    6. Click Search for FI
    7. Is the correct bank listed?
      1. If Yes, go to step 8
      2. If No, click Modify your search then go to step 9
    8. Click Select on the row with the correct FI
    9. Additional bank listed on Application/Review or FAMIS?
      1. If Yes, go back to step 5
      2. If No, go to step 10
    10. Click Add Geographic Search, then Add Date Ranges to enter the Date Range for the request.
      1. Include the full application period in request.
      2. If Prior Quarter is requested, choose the three months prior to the month of application as the “From Month” and the month the application was received as the “To Month”.
      3. Include the 5 year look back period when processing Vendor Applications
    11. Ready to submit the inquiry?
      1. If Yes, go to step 12
      2. If No, click Save to unsent agency requests
    12. Click Continue to create an inquiry
    13. Review each request to ensure all information is correct
      • Note: If no bank information was listed – Geographic Search information will show
      • Note: If bank information was listed – Geographic and FI information will show
    14. Click Continue To Authorization
    15. Click the Authorizing Signature is on File box
    16. Enter the Date the application/recertification/authorization form was signed
    17. Click Agency Representative’s authorizing signature is on file
    18. Click Send to FI

Note: Accuity responses may come within minutes. The majority of Accuity responses will be received within 10-15 days, but financial institutions have up to 90 days to respond to an inquiry.

    • If a response is not received when the case is processed and the Applicant/Participant’s statement does not suggest ineligibility, standard verification processes and system codes should be used and a detailed comment made.
        • The AS or AC codes must not be applied until Accuity response has been received and information entered.
    • When a response from Accuity is received after a case is approved, appropriate action should be taken on the case, and the appropriate Accuity verification code should be utilized.
    • Additional information should be requested if:
        • Accuity response not received when the case is processed and unable to verify using standard verification process.
        • The participant’s statement is not consistent with the information gathered from Accuity and the information would result in in eligibility.
    • Request for Additional Information:
        • Allow up to the time period of one FA-325 request for an Accuity response to be received. If after the first FA-325 has expired and a response has not been received, verification from the participant can be requested on the second FA-325.
            • Examples FA-325 while pending for Accuity response:
                •  “Verification of your bank account balance has been requested using our electronic Asset Verification System. You will be notified if additional information is needed. “
                • “Verification of your bank account balance was requested using our electronic Asset Verification System. The system has not yet provided a response. To ensure the timely processing of your case, please provide the following verification: “
            • Example FA-325 when an Accuity response has been received, and the participant is over the resource limit “Make sure that current month’s income and other allowable deductions and exclusions have been applied):
                • “Your total resources currently exceed the resource limit. FSD’s Asset Verification System provided the following information: ____. Please confirm the value is accurate or provide verification of the current value(s).”

 

 

Gather Information from the Accuity Portal #

From the Accuity Home Page

    1. Enter 10 digit DCN in the Quick Search field located at the top right of the screen
    2. Accounts Found indicated in Response Type field?
      1. If Yes, continue to 3
      2. If No, “print” the Case Management Page
      3. Continue to 6
    3. Click link in View Response column
    4. Click View and Print Form
    5. Additional Accounts Found response?
      1. If Yes, return to step 2
      2. If No, go to step 6
    6. Add results to the Applicant/Participant’s case file (PDF Creator Guide)
    7. Enter required balance for each Financial Institution with a response in FAMIS

Note: Additional information should be requested if the participant’s statement is not consistent with the information gathered from Accuity and the information would result in ineligibility.

 

 

Enter Accuity Information into FAMIS #

When Accuity is used to verify information, the following codes should be used:

    • AS: Accuity Statement – Accuity information is used and additional information or verification is needed.  This would prompt an FA325 to be generated.
    • AC: Accuity Confirmation – staff uses code AC if no additional verification is needed or updates AS to AC after the additional information or verification is received from the client.

 

Current month’s income can be excluded when bank account balance was verified using Accuity. If the actual income amount deposited is known, the last 30 days deposits from countable income are excluded. If the date or amounts of deposits are unknown, exclude the countable income budgeted for that month.

Steps to enter Accuity Info into FAMIS

From the SELFRES screen

    1. Accuity response received?
      1. If Yes, go to step 2
      2. If No, follow normal verification procedures and go to step 5
    2. Does the bank information retrieved from Accuity display as resource entry in FAMIS?
      1. If Yes, select the source and enter account balance information needed to determine eligibility.
      2. If No, press F14=ADDFRES, enter a new resource information and enter account balance information received from Accuity.
    3. Does the Accuity information fulfil the verification requirement?
      1. If Yes, enter AC in the verification field and continue to step 4
      2. If No, continue to Step 4
    4. Accuity information entered and additional information or verification needed?
      1. If Yes, enter AS in the verification field and complete a FA-325
      2. If No, continue to step 5
    5. Comment on each entry using the comment section in IM Resources

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