---
title: Case Summary
summary: Read-only summary view of a legal case's claim, hearing, attorney, consolidated-case, issue, and other-party data.
status: draft
owner: <owner>
last_reviewed: 2026-08-21
---

# Case Summary

Case Summary (`frmSummary.aspx`) is a read-only summary view of a legal case, showing claim data, case details, hearing information, attorney info, consolidated cases, issues, and other parties for the currently selected case.

## Entry conditions
- Row select from [Case Search](frm-case-search.md), then menu navigation with case context set.
- Menu navigation from any other case-context screen while a case is in context.

## Fields

| Field | Control type | Purpose | Validation |
| --- | --- | --- | --- |
| `ddlCases` | DropDownList | Case selector (visible when multiple cases) | — |
| `lblWrkrName` | Label | Claimant name | — |
| `lblClaimNum` | Label | Claim number | — |
| `lblDOI` | Label | Date of injury | — |
| `lnkRespAdj` | HyperLink | Responsible adjuster (mailto link) | — |
| `lnkSupervisor` | HyperLink | Supervisor (mailto link) | — |
| `lnkSaifAtty` | HyperLink | Assigned SAIF attorney (mailto link) | — |
| `lnkLegalSec` | HyperLink | Legal secretary (mailto link) | — |
| `lblWCBNum` | Label | WCB case number | — |
| `lblCaseStatus` | Label | Case status | — |
| `lblHearDate` / `lblHearTime` / `lblHearLocation` / `lblHearStatus` / `lblHearALJ` | Label | Hearing information | — |
| `lblLCECompleted` | Label | LCE completion date | — |
| `lblAttyName` / `lblFirmName` / `lblAttyAddr` / `lblAttyPhone` | Label | Claimant attorney info | — |
| `lblOtherCases` | Label | "Other Cases" indicator (red, visible when applicable) | — |
| `dgCases` | ig:WebDataGrid | Consolidated cases grid | — |
| `dgIssues` | ig:WebDataGrid | Request issues grid | — |
| `dgFirm` | ig:WebDataGrid | Other parties grid (employer/insurer + attorney firms) | — |

## Operations

| Operation | Trigger | Description |
| --- | --- | --- |
| Switch case | `ddlCases.SelectedIndexChanged` | Switches active case and reloads all data |
| Show other-party address | `dgFirm.InitializeRow` (`dgFirm_InitializeRow`) | Adds JavaScript `openAddr()` hyperlinks to firm name cells |

## Business rules

| Rule ID | Rule | Enforcement | Source |
| --- | --- | --- | --- |
| [BR-CLM-LGL-023](../libraries/saif-business-claim-legal/business-rules.md#br-clm-lgl-023-worker-attorney-display-fallback-chain) | If a hearing is assigned to a SAIF attorney, the attorney and legal secretary are shown; if assigned to outside counsel, the firm name and legal secretary are shown | `frmSummary.aspx.vb` attorney display logic | `Legal/frmSummary.aspx.vb:76-116` |
| [BR-SCR-030](../application/business-rules.md#br-scr-030-summary-falls-back-to-recon-packet-received-date-when-oar-mailed-date-is-empty) | The OAR Mailed date falls back to the Recon Packet Received date when OAR is empty | `frmSummary.aspx.vb` | `Legal/frmSummary.aspx.vb:134-137` |
| [BR-APP-007](../application/business-rules.md#br-app-007-policy-access-and-data-masking) | Secure-policy checks and demo-user data masking are applied before policyholder details are surfaced on this screen | `clsPolicySecurity.IsPolicyValidForUser`, `clsPolicyData` | [SAIF.Business.View.Policy](../libraries/saif-business-view-policy/overview.md) |

## Infragistics components

| Control ID | Control type | SAIF wrapper | Infragistics base | Purpose |
| --- | --- | --- | --- | --- |
| `dgCases` | `ig:WebDataGrid` | — | `Infragistics.Web.UI.GridControls.WebDataGrid` (v11.1) | Displays consolidated cases for the claimant |
| `dgIssues` | `ig:WebDataGrid` | — | `Infragistics.Web.UI.GridControls.WebDataGrid` (v11.1) | Displays request issues for the current case |
| `dgFirm` | `ig:WebDataGrid` | — | `Infragistics.Web.UI.GridControls.WebDataGrid` (v11.1) | Displays other parties (employer/insurer and attorney firms) |

## Navigation

| Target | Trigger | Parameters |
| --- | --- | --- |
| [Address Popup](address-pop-up.md) | `window.open` via client-side `openAddr()` on a firm-name cell click | Firm ID via query string (`?ID={firmId}`) |
| All screens | `SAIFMenu` side menu | Existing case/claim context |

## Screen flow diagram

The diagram shows Case Summary's direct navigation targets: the Address Popup window and menu-driven navigation to other case-context and non-case-context screens.

```mermaid
flowchart TD
    summary[Case Summary]
    addr[Address Popup]
    schedule[Schedule]
    request[Request]
    other[Other menu screens]

    summary -->|window.open on firm click| addr
    summary -->|menu| schedule
    summary -->|menu| request
    summary -->|menu| other
```

## Sources
- `Legal/frmSummary.aspx`
- `Legal/frmSummary.aspx.vb`