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Application overview

Claims Legal supports SAIF insurance claims and legal operations staff who need to open a claim-linked legal case, maintain hearing and appeal activity, manage assignments and calendars, track case costs and acknowledgements, coordinate other parties, and produce correspondence and reports.

Purpose

  • Establish claim context and open or search for a claim-linked legal case (frmCaseSearch).
  • Maintain the legal case lifecycle: hearing schedules, file locations, and legal case evaluations (LCEs) (frmSchedule).
  • Capture case requests, request issues, and consolidated-case linkage during intake (frmRequest).
  • Manage appeals, appeal extensions, and oral arguments (frmAppeal).
  • Record case outcomes, orders, and case closure (frmOutcomes).
  • Track other parties and their addresses on a case (frmOtherParties, AddressPopUp).
  • Capture and approve case costs, including provider lookups (frmCaseCost).
  • Run attorney assignment, calendar review, and time-off operations independent of a single case context (frmAssignment, frmCalendarReview, frmTimeOff).
  • Maintain board logs and attorney message reporting (frmBoardLog, frmMessages).
  • Process mail dates, acknowledgements, and file-creation markers, and trigger LegalNet letter generation (frmMailDate, frmAcknowledge, frmCreateFile).
  • Generate PDF previews, xPression/SSRS reports, and CSV exports (frmPrintPreview).

The screen set shows a clear split between case-context work for a selected claim and non-case-context operational lists such as assignment, board log, mail date, acknowledgement, create file, calendar review, and attorney time off.

Users

User role Description Primary use cases
Legal admin (LNAdmin) Full Legal-admin bypass role with unconditional claim-view access and full note edit/delete rights. Case search, case maintenance, note administration across all cases regardless of conflict/exposure flags.
Case-update user (LNCaseUpdate) Broad case-update role short of full admin. Editing legal cases, schedules, appeals, outcomes, and notes for non-restricted claims.
View-only user (LNView) Read-only role. Reviewing case data, schedules, and notes without save/edit capability.
Conflict/exposure-cleared user (LNConflict, LNExposure) Users explicitly granted access to conflict-of-interest or exposure-flagged claims. Opening and working legal cases linked to claims flagged IsWorkerConflict or IsExposure.
Note viewer (LNNoteView) / bill-note updater (LNUpdate) Narrower note-scoped roles. Viewing case notes; updating bill (DOCCO) category notes without full case-update rights.
LCE update roles (LNLCEUpdate, LNDueDateUpdate) Scoped roles for legal case evaluation maintenance. Updating LCE records and LCE due dates on the Schedule screen.
Attorney and legal staff (non-case-context) Users of the assignment, board log, calendar review, and time-off screens. Attorney assignment processing, calendar review, time-off maintenance, board log reporting.

Capability matrix

Capability Owning library/libraries Description
Case search and context establishment SAIF.Application.Claim.Legal, SAIF.Application.Claim, SAIF.Business.Claim.Legal Search and load a claim-linked legal case through frmCaseSearch.
Case summary and consolidated case overview SAIF.Application.Claim.Legal, SAIF.Business.Claim.Legal, SAIF.Business.View.Policy Consolidated case overview through frmSummary.
Hearing schedule, file location, and LCE management SAIF.Application.Claim.Legal, SAIF.Business.Claim.Legal Manage schedules, file locations, and LCE rows through frmSchedule.
Case request intake and case creation SAIF.Application.Claim.Legal, SAIF.Business.Claim.Legal, SAIF.Business.View.Policy Case-request intake and creation through frmRequest.
Appeal and oral argument management SAIF.Application.Claim.Legal, SAIF.Business.Claim.Legal Manage appeals, extensions, and oral arguments through frmAppeal.
Outcome and case closure management SAIF.Application.Claim.Legal, SAIF.Business.Claim.Legal Record outcomes and case closure through frmOutcomes.
Other-party and address management SAIF.Application.Claim.Legal, SAIF.Business.Claim.Legal Maintain other parties and addresses through frmOtherParties and the AddressPopUp control.
Case cost management SAIF.Application.Claim.Legal, SAIF.Business.Claim.Legal, SAIF.Presentation.Web.Controls.PopUps.Infragistics111 Capture and approve case costs through frmCaseCost.
Assignment, calendar review, and attorney time-off operations SAIF.Application.Claim.Legal, SAIF.Business.Claim.Legal, SAIF.Services.Export Attorney assignment, calendar review, and time-off through frmAssignment, frmCalendarReview, frmTimeOff.
Board log and attorney message reporting SAIF.Application.Claim.Legal, SAIF.Business.Claim.Legal, SAIF.Services.Printing Board log and attorney messages through frmBoardLog, frmMessages.
Mail date, acknowledgement, and file creation processing SAIF.Application.Claim.Legal, SAIF.Business.Claim.Legal, SAIF.Services.Appworx, SAIF.Services.Printing Mail date, acknowledgement, and create-file processing through frmMailDate, frmAcknowledge, frmCreateFile.
PDF preview, popups, and shared navigation utilities SAIF.Services.Printing, SAIF.Presentation.Web.Controls.PopUps.Infragistics111, SAIF.Application PDF preview, popup controls, and shared navigation through frmPrintPreview, popup controls, DefaultMaster (utility pages, no screen doc).

Sources

  • Legal/frmCaseSearch.aspx.vb
  • Legal/frmSummary.aspx.vb
  • Legal/frmSchedule.aspx.vb
  • Legal/frmRequest.aspx.vb
  • Legal/frmAppeal.aspx.vb
  • Legal/frmOutcomes.aspx.vb
  • Legal/frmOtherParties.aspx.vb
  • Legal/frmCaseCost.aspx.vb
  • Legal/frmAssignment.aspx.vb
  • Legal/frmCalendarReview.aspx.vb
  • Legal/frmTimeOff.aspx.vb
  • Legal/frmBoardLog.aspx.vb
  • Legal/frmMessages.aspx.vb
  • Legal/frmMailDate.aspx.vb
  • Legal/frmAcknowledge.aspx.vb
  • Legal/frmCreateFile.aspx.vb
  • Legal/frmPrintPreview.aspx.vb
  • SAIF.Application.Claim.Legal/LegalManagerBase.vb