OTIS Data Integration Functions

Create Triage User

Function name: otis-create-triage-user

Purpose: Builds a data packet and leverages ILAO’s Rest API to create a triage user record on ILAO’s website. This executes after we have validated the user’s zip code.

Parameters: Event object that contains base data; empty or missing values are set to null. Base data includes:

• referral_source, varies by application

• zip_code, user’s provided zip code

• user_phone, phone number the user texted from

• county, the county associated with the zip code

• search, the incoming message texted by the user

• flow_id, the phone number the user texted to

• last_screen_viewed, set to sms-zip-code

• oas_triage_problem

These are hard-coded within the function:

• household_size, set to 1

• triage_status, set to Started

• oas_triage_problem uuid

Note

For eviction, the source is either eviction-spanish or eviction-english

Requires: Authentication with ILAO’s API

Returns: An object containing:

• id, which is the uuid associated with the newly created user.

• triage_id, which is the internal Drupal ID associated with the entity.

Widget: create_triage_user

Flow: Superbot main flows

• SuperbotV2

• SuperbotV3

OTIS Update Triage User

Function name: otis-update-triage-user

Purpose: Updates a triage user record on ILAO’s website based on interactions with the SMS intake system.

Parameters: Event object with data to update; UUID of existing triage user.

Requires: Authentication with ILAO’s REST OTIS API

Returns: Updated data packet

Status: Data packet based on event object generates; API integration not built.

Within Eviction SMS applications

This function is called when:

• the user declines to proceed to intake

  • last screen viewed = sms-match-offered

  • intake_status = Offered

  • triage status = Program triage completed

• when the user chooses to proceed to intake

  • last screen viewed = sms-match-offered

  • intake_status = Started

  • triage status = Program triage completed

  • intake_organization = UUID of the intake settings associated with the intake

  • triage_problem = UUID of the determined legal issue from ILAO’s legal issue taxonomy (in eviction, this is the eviction term).

• when the user has provided household size information

  • last screen viewed = sms_household_size

  • event object contains household total, number of adults, and number of children

• after we have collected the date of birth and calculated the user’s age

  • last_screen_viewed = sms_date_of_birth

  • event object contains age

• after preferred language is set and all demographics data has been collected

  • last_screen_viwed = sms_demographics

  • event object contains demographic data

• after all income has been collected and we’ve calculated total income and whether the user is over-income

• when the user reaches an endpoint (etransferred, bypassed, exited to content)

  • if the user is diverted, intake status is set to Diverted and last screen viewed is set to sms_legal_issue_selector

  • if the user is etransferred, intake status is set to etransferred and last_screen_viewed is set to sms-confirmation

  • if the user in Cook County, last screen viewed is set to cook-county-exit

  • if the user is given counseling resources instead of intake, last screen viewed is set to sms-counselors-list

  • if the user has an unsupported legal issue, triage_status is set to Legal Issue and last screen viewed is set to sms-legal-issues

Within General OTIS SMS application

In progress