Provisio

Home-energy-assistance programme case data built inside client Salesforce organisations: eligibility-determination inputs and computed outcomes against programme criteria; the heating-type-to-utility-provider linkage (which heating fuel each applicant uses mapped to which utility serves them); annual grant award versus committed-versus-spent fund balances tracked across programme years; applicant-uploaded source documents (utility bills, income verification) captured as images and their extracted values; portal interaction logs including which documents were missing and what applicants asked through the self-service inquiry channel; and the dynamic application question set itself, which changes as government requirements change

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Coverage

Universe, instruments and categories.

Industry: Application SoftwareElectric Utilities
Instruments: equitiesfixed_income
Categories

Dataset card

Type: not stated
Format: Tabular plus document images — Salesforce objects (cases, contacts, custom objects for grants and determinations) with uploaded bill and income documents as file attachments, portal chatter/inquiry threads as text, and reporting via the platform's report engine; all held in each client's own org
Volume: Low tens of client orgs x hundreds-to-thousands of assistance cases per agency per programme year, plus one or more uploaded document images per case — so order of tens of thousands to a few hundred thousand cases and a comparable or larger count of bill and income document images across the portfolio. Small volume; the value is the structured eligibility logic, the household-to-utility mapping and the document-image corpus, not row count
Users: Client agencies in the low tens (an 81-person Salesforce implementation and advisory firm, where each LIHEAP engagement is a bespoke build rather than a multi-tenant product), each running its own Salesforce org — so no single consolidated user base exists
History: not stated
Update frequency: not stated
Growth: Active services business, not a scaling product — an 81-person advisory and implementation firm whose growth comes from client engagements and repeat public-sector work, and whose content marketing targets agencies still running assistance programmes on spreadsheets, indicating an addressable modernisation pipeline rather than rapid product growth
Launched: Estimate mid-2010s for the firm and its public-sector practice (inferred from an established 81-person Salesforce consultancy with a mature content-hub marketing motion; Salesforce itself became the dominant public-sector case platform in that period). No launch date is stated on the page, and this row's data asset has no single launch date anyway because each client build is bespoke
Delivery: not stated
Entity mapping: not stated
Sample: not stated
Point-in-time: not stated
Licence: not stated

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