--- title: "Benefits eligibility - Stacksync" description: "AI agents run real-time eligibility checks across federal, state, and county data on SAP, Salesforce, and Postgres, matching records and flagging conflicts as…" canonical: https://www.stacksync.com/use-case/benefits-eligibility last_modified: 2026-07-05 --- Stacksync × Supabase Miami: **AI-Native Operations** Oct 13 [Reserve your spot](https://www.stacksync.com/events/2026-10-13-supabase-miami) AI-driven eligibility across every data system # Benefits eligibility decided in real time Genie agents run live eligibility checks across federal, state, and county data systems on SAP, Salesforce, and Postgres, matching constituents across sources and surfacing conflicts so caseworkers decide in seconds, not weeks. [Book a demo](https://www.stacksync.com/book-a-demo) [Talk to a solutions architect](https://www.stacksync.com/book-a-demo) ## Adopted by fast-scaling companies moving mission-critical data in real time - Gladia Case study - IDEXX - MedPro Migrated from MuleSoft - Eko Case study - Ubicloud - Vimeo - Codility Migrated from Celigo - ACERTUS Migrated from Heroku Connect - Syringa Migrated from Matillion - Truora - Streaam Case study - SEAL SQ - Rinsed Migrated from Fivetran - IA Capital Group Case study - Meter - Golden Pear Funding Migrated from Celigo Where eligibility determination stalls ## Three reasons eligibility takes weeks instead of minutes. Eligibility depends on data scattered across levels of government that never share an identity key. Caseworkers stitch it by hand, slowly. 01 - Cross-source matching ### The same person looks like three different people Federal, state, and county systems hold the same constituent under different IDs and spellings. A Genie agent matches them across SAP, Salesforce, and county Postgres so eligibility runs on one identity. IDENTITY 02 - Manual verification ### Caseworkers re-key data to check a single rule Verifying income or residency means logging into four systems and copying values. The agent pulls every relevant field in real time and presents the determination, with its sources cited. DATA QUALITY 03 - Conflicting records ### Two systems report different income When state and federal data disagree, batch tools pick one blindly. The agent flags the conflict, shows both values and their freshness, and routes it to a caseworker to resolve. CONFLICT POLICY PLATFORM ## Six products. One Platform. Replace many legacy vendors. Every tool Stacksync replaces is one fewer vendor, one fewer bill, one fewer integration to maintain. [Start building now](https://www.stacksync.com/book-a-demo) ### [Two-way sync](https://www.stacksync.com/two-way-sync) Changes made in one platform automatically update across all connected systems in real time, eliminating data silos and reducing errors. Replaces: Heroku Connect and Salesforce Data 360 Heroku Connect Salesforce Data 360 ### [Workflow automation](https://www.stacksync.com/workflow-automation) Stop building brittle API scripts. With Stacksync, you can trigger complex automated workflows using simple SQL commands. Replaces: Workato and Boomi ### [AI Agents](https://www.stacksync.com/ai-agents) Expose every enterprise system to your agents through a single MCP layer. Claude, ChatGPT and Gemini get production-grade tools without custom glue code. Natively available in: Claude and ChatGPT and Gemini Claude ChatGPT Gemini ### [Event queues](https://www.stacksync.com/event-queues) Handle massive traffic spikes without losing a single event. Queues buffer your data during surges, ensuring strict ordering and reliable delivery. Replaces: Kafka and Amazon SQS and Confluent Kafka Amazon SQS ### [Database hosting](https://www.stacksync.com/database-hosting) Interact with your CRM, ERP, and payment tools as if they were just another table in your database. Say goodbye to rate limits and complex API documentation. Replaces: AWS RDS and Self-hosted databases AWS RDS Self-hosted databases ### [EDI](https://www.stacksync.com/edi) Transform legacy EDI complexity into simple database interactions. Stacksync automatically parses incoming EDI documents directly into your database tables. Replaces: SPS Commerce and TrueCommerce [Start building now](https://www.stacksync.com/book-a-demo) Connectors ## Every data system eligibility depends on, on one sync. Stacksync ships pre-built two-way connectors for the federal, state, and county systems eligibility spans, so Genie agents match identities, verify fields, and surface conflicts with full audit. Federal & state systems 05 - SAP - Oracle DB - Workday - Tyler Technologies - Salesforce County & case data 05 - Microsoft Dynamics 365 - ServiceNow - Postgres - MongoDB - Granicus Data & verification 05 - Snowflake - BigQuery - Databricks - Postgres - Oracle DB Caseworker & alerts 05 - Microsoft 365 - Microsoft Teams - Twilio - SendGrid - Slack Custom eligibility rules, agency-specific objects, and your own determination schema are first-class, no scripting required. [Browse all 1,000+ connectors](https://www.stacksync.com/connectors) SECURITY ## Security teams trust Stacksync As a data company, we understand the importance of keeping your data secure. Stacksync is built with security best practices to keep your data safe at every layer, and is DPF-certified for US, EU, UK and CH data transfers. [Learn more about security](https://www.stacksync.com/security) | | | | --- | --- | | | SOC 2 Type II | | | ISO 27001 | | | HIPAA BAA | | | GDPR | | | CCPA | | | DPF US-EU-UK-CH | → SECURITY WITH BENEFITS ### SSO & SCIM Let your users access Stacksync from your centralized user management systems. Works with Okta, Azure, Google SSO and more. ### Alerts Immediately get alerted about record syncing issues over email, Slack, PagerDuty and WhatsApp. Resolve issues from a centralized dashboard with retry and revert options. ### Secure connection options Securely connects to your systems with: [OAuth 2](https://www.stacksync.com/security) [SSH Tunnelling](https://docs.stacksync.com/two-way-sync/connectors/setup-options/ssh-tunneling) [SSL certificates](https://docs.stacksync.com/two-way-sync/connectors/postgres/authorize-postgres/amazon-rds/ensuring-secure-rds-connections-with-ssl-certificate) [IP Whitelisting](https://docs.stacksync.com/two-way-sync/connectors/setup-options/ip-whitelisting) [VPN gateway](https://docs.stacksync.com/two-way-sync/legal/service-consumption-tables#:~:text=%E2%9C%93-,VPN%20gateway,-%2D) [VPC peering](https://www.stacksync.com/security) and more Common questions ## Common questions about benefits eligibility checks. The matching, accuracy, and audit concerns every eligibility and program-integrity team raises. [Talk to a solutions architect](https://www.stacksync.com/book-a-demo) ### How does the agent match a constituent across systems? It resolves identities across federal, state, and county sources using name, DOB, SSN, and address, presenting a confidence-scored match. Low-confidence cases route to a caseworker rather than auto-merging. ### Does the agent decide eligibility on its own? It assembles every relevant field in real time and proposes a determination with sources cited, but a caseworker approves. The agent handles the lookup and matching; the human keeps the decision. ### What happens when two systems report different values? The agent flags the conflict, shows both values with their freshness and source, and routes it for resolution. It never silently picks one number to base a determination on. ### Is every eligibility check auditable? Yes. Each field the agent pulled, every source, and the resulting determination are logged and replayable, so you can reconstruct any decision for appeal or audit. ## Stop verifying eligibility by hand. Check it across systems in real time. [Book a demo](https://www.stacksync.com/book-a-demo) [Get started](https://app.stacksync.com/)