Beneficiary portal solution for social
Centralize the monitoring of social assistance recipients in a single secure space
A modernized and streamlined beneficiary relationship
Procedures and documents accessible in a few clicks
Our portal integrates natively with your Electronic Document Management (or our Efalia Doc EDM solution) to guarantee the uniqueness and reliability of the information shared.
You benefit from a reference documentary source without duplicates, with up-to-date data, and with a unique version of each document:
- Identity and administrative documents
- Social reports and evaluations
- Administrative or judicial decisions
- Official letters and notifications
The fine management of authorizations allows access control adapted to the sensitivity of social data and to the different levels of intervention.
A unified vision for your teams
All requests and exchanges are combined in a single tool, regardless of the input channel.
→ Beneficiary's 360° file: All the information in one place: aid history, current measures, documents and stakeholders. No more tedious search between systems.
→ Monitoring requests in real time: See at a glance the status of each case, upcoming deadlines and priority actions.
→ Inter-service coordination: Share essential information between ASE, MDPH, integration and partners with complete traceability and respect for professional secrecy.
Integrated into your business ecosystem
The beneficiary portal interfaces with your existing tools to avoid double entries and ensure data consistency.
→ Thanks to its numerous connectors and APIs, Efalia Portail communicates with your business software, electronic initialers, online payment systems (PayFip, Payline), and authentication solutions (FranceConnect).
→ The updates of a file are automatically reflected, and the documents can be archived directly in your EDM.
→ This seamless integration speeds up processing, reduces errors, and allows you to evolve gradually without disrupting your internal processes.
Increased security and compliance through your portals
Our solution meets the specific requirements of the social sector in terms of the protection of sensitive data:
- ANSSI certified and RGPD/CNIL compliant
- Full traceability of all consultations and changes
- Management of rights by profile adapted to the various social professions
- Anonymization possible for sensitive cases (child protection)
- Legal archiving in accordance with the retention periods specific to social action
What steps should you share in your portal?
Discover our complementary solutions
FAQS
Our solution is fully compliant with the requirements of the CNIL and the RGPD with dedicated functionalities: limitation of the storage period according to legal deadlines specific to the social sector, automated right to be forgotten, traceability of accesses, and fine management of authorizations by profile. We also provide a ready-to-use processing register for your DPO/DPD, adapted to sensitive social action data.
Yes, our portal has native connectors with the main business software used in the social sector (ASE management solutions, MDPH, integration, etc.). Bidirectional integration makes it possible to exploit your existing data without double entry while respecting your current IS urbanization.
Our solution allows a very fine management of access rights, adapted to the specific challenges of the social sector. You can define different levels of access depending on the service (ASE, MDPH, integration...), the function (social worker, manager, administrative...) or even by type of document. This granularity ensures that each agent only has access to the information that is necessary for their mission.
We offer specific support for agents, aware of the challenges of their profession. Our approach includes training adapted to their time constraints, simplified user guides, and dedicated support during the deployment phase. We also provide continuing education tools through our user club.
Yes, our solution is part of a modular platform that allows you to deploy portals for different services while sharing the same technical infrastructure. You thus benefit from a pooling of investments, a coherent interface for all users, and a gradual deployment adapted to your priorities. This multi-portal approach optimizes your resources while allowing a coherent digital transformation across your organization, with possible bridges between services while maintaining siloed security.