--- title: Application operations and processes summary: End-to-end workflows spanning multiple libraries. status: draft owner: last_reviewed: 2026-08-21 --- # Application operations and processes This page is the catalog and hub for end-to-end operational workflows that span multiple libraries. Each workflow's detailed, step-by-step logic lives in its own page under `operations/`. ## Operations catalog | Operation | Intent | Trigger | Libraries involved | Screens | Rules | Tables | | --- | --- | --- | --- | --- | --- | --- | | [Search and open a legal case](operations/search-and-open-a-legal-case.md) | Locate and load a claim-linked legal case with claim context and security applied | User submits a case search on [frmCaseSearch](../screens/frm-case-search.md) | [SAIF.Application.Claim.Legal](../libraries/saif-application-claim-legal/overview.md), [SAIF.Application.Claim](../libraries/saif-application-claim/overview.md), [SAIF.Business.Claim.Legal](../libraries/saif-business-claim-legal/overview.md), [SAIF.Business.View.Policy](../libraries/saif-business-view-policy/overview.md) | [frmCaseSearch](../screens/frm-case-search.md) | [BR-APP-001](business-rules.md#br-app-001-confidential-claim-access-gating), [BR-APP-002](business-rules.md#br-app-002-default-restricted-access-with-explicit-role-escalation) | LEGAL_CASE | | [Manage a legal case request](operations/manage-a-legal-case-request.md) | Intake a case request, assemble issues/consolidations, and create or update the legal case | User submits [frmRequest](../screens/frm-request.md) | [SAIF.Application.Claim.Legal](../libraries/saif-application-claim-legal/overview.md), [SAIF.Business.Claim.Legal](../libraries/saif-business-claim-legal/overview.md), [SAIF.Business.View.Policy](../libraries/saif-business-view-policy/overview.md), [SAIF.Services.Appworx](../libraries/saif-services-appworx/overview.md) | [frmRequest](../screens/frm-request.md) | [BR-APP-007](business-rules.md#br-app-007-policy-access-and-data-masking) | LEGAL_CASE, REQUEST_ISSUE, CONSOLIDATED_CASE | | [Manage schedules, file locations, and LCEs](operations/manage-schedules-file-locations-and-lces.md) | Retrieve, save, and propagate hearing schedules, file locations, and legal case evaluations | User saves [frmSchedule](../screens/frm-schedule.md) | [SAIF.Application.Claim.Legal](../libraries/saif-application-claim-legal/overview.md), [SAIF.Business.Claim.Legal](../libraries/saif-business-claim-legal/overview.md) | [frmSchedule](../screens/frm-schedule.md) | [BR-APP-003](business-rules.md#br-app-003-consolidated-case-state-propagation), [BR-APP-006](business-rules.md#br-app-006-guidewire-integration-is-best-effort) | LEGAL_SCHEDULE, LEGAL_FILE_LOCATION, LEGAL_CASE_EVALUATION | | [File and maintain appeals](operations/file-and-maintain-appeals.md) | Load, edit, and save appeals, extensions, and oral-argument schedule records | User saves [frmAppeal](../screens/frm-appeal.md) | [SAIF.Application.Claim.Legal](../libraries/saif-application-claim-legal/overview.md), [SAIF.Business.Claim.Legal](../libraries/saif-business-claim-legal/overview.md), [SAIF.Application.Claim](../libraries/saif-application-claim/overview.md) | [frmAppeal](../screens/frm-appeal.md) | [BR-APP-002](business-rules.md#br-app-002-default-restricted-access-with-explicit-role-escalation) | APPEAL, APPEAL_EXTENSION | | [Run attorney assignment and calendar review](operations/run-attorney-assignment-and-calendar-review.md) | Process attorney assignments, review calendars, and export assignment lists | User runs assignment processing on [frmAssignment](../screens/frm-assignment.md) or [frmCalendarReview](../screens/frm-calendar-review.md) | [SAIF.Application.Claim.Legal](../libraries/saif-application-claim-legal/overview.md), [SAIF.Business.Claim.Legal](../libraries/saif-business-claim-legal/overview.md), [SAIF.Services.Export](../libraries/saif-services-export/overview.md) | [frmAssignment](../screens/frm-assignment.md), [frmCalendarReview](../screens/frm-calendar-review.md) | [BR-APP-004](business-rules.md#br-app-004-non-production-safety-redirection), [BR-APP-006](business-rules.md#br-app-006-guidewire-integration-is-best-effort) | ATTORNEY_SCHEDULE, ATTORNEY_WORKER_ASSIGNMENT, OUT_OF_TOWN_ROTATION_ASSGN | | [Capture and approve case costs](operations/capture-and-approve-case-costs.md) | Enter, validate, and persist case cost records with provider lookups | User saves or deletes a row on [frmCaseCost](../screens/frm-case-cost.md) | [SAIF.Presentation.Web.Controls.PopUps.Infragistics111](../libraries/saif-presentation-web-controls-popups-infragistics111/overview.md), [SAIF.Application.Claim.Legal](../libraries/saif-application-claim-legal/overview.md), [SAIF.Business.Claim.Legal](../libraries/saif-business-claim-legal/overview.md) | [frmCaseCost](../screens/frm-case-cost.md) | — | CASE_COST | | [Process mail dates, acknowledgements, and file creation](operations/process-mail-dates-acknowledgements-and-file-creation.md) | Update mail date, acknowledgement, and create-file markers and trigger LegalNet letter production | User saves [frmMailDate](../screens/frm-mail-date.md), [frmAcknowledge](../screens/frm-acknowledge.md), or [frmCreateFile](../screens/frm-create-file.md) | [SAIF.Application.Claim.Legal](../libraries/saif-application-claim-legal/overview.md), [SAIF.Business.Claim.Legal](../libraries/saif-business-claim-legal/overview.md), [SAIF.Services.Appworx](../libraries/saif-services-appworx/overview.md), [SAIF.Services.Printing](../libraries/saif-services-printing/overview.md) | [frmMailDate](../screens/frm-mail-date.md), [frmAcknowledge](../screens/frm-acknowledge.md), [frmCreateFile](../screens/frm-create-file.md) | — | ACKNOWLEDGE workflow procedure set, xprint_control_seq | | [Generate reports and PDF previews](operations/generate-reports-and-pdf-previews.md) | Assemble screen data sets and render xPression/SSRS output or CSV exports | User requests a print/preview action or CSV export from a screen manager | [SAIF.Application.Claim.Legal](../libraries/saif-application-claim-legal/overview.md), [SAIF.Services.Printing](../libraries/saif-services-printing/overview.md), [SAIF.Services.Imaging.Import](../libraries/saif-services-imaging-import/overview.md), [SAIF.Services.Export](../libraries/saif-services-export/overview.md) | frmPrintPreview (utility page, no screen doc) | — | — | ## Cross-operation flow diagram The following diagram visualizes how the primary workflows relate as a case moves from intake through hearing activity and closure. ```mermaid flowchart TD A[Search and open a legal case] --> B[Manage a legal case request] B --> C[Manage schedules, file locations, and LCEs] C --> D[File and maintain appeals] C --> E[Run attorney assignment and calendar review] D --> F[Capture and approve case costs] E --> F F --> G[Process mail dates, acknowledgements, and file creation] G --> H[Generate reports and PDF previews] ``` ## Related documentation - [Application index](index.md) - [Overview](overview.md) - [Architecture](architecture.md) - [Dependencies](dependencies.md) - [Configuration](configuration.md) - [Business rules](business-rules.md) - [Security and authorization](security-authorization.md) - [Data model](data-model.md) - [Tech debt](tech-debt.md) ## Sources - `SAIF.Application.Claim.Legal/LegalNet/clsCaseSearchManager.vb` - `SAIF.Application.Claim.Legal/LegalNet/clsRequestManager.vb` - `SAIF.Application.Claim.Legal/LegalNet/clsScheduleManager.vb` - `SAIF.Application.Claim.Legal/LegalNet/clsAppealManager.vb` - `SAIF.Application.Claim.Legal/LegalNet/clsAssignmentManager.vb` - `SAIF.Application.Claim.Legal/LegalNet/clsCaseCostManager.vb` - `SAIF.Application.Claim.Legal/LegalNet/clsMailDateManager.vb` - `SAIF.Application.Claim.Legal/LegalNet/clsAcknowledgeManager.vb` - `SAIF.Application.Claim.Legal/LegalNet/clsCreateFileManager.vb`