SAIF.Business.Claim.EAIP operations and processes

This page is the operation catalog and cross-operation hub for SAIF.Business.Claim.EAIP. The library implements the Employer-at-Injury Program end to end: screening a claim for eligibility, opening a service period, recording purchases and wage subsidies against it, paying them under authority and approval limits, billing the paid expenses to the Department of Consumer and Business Services, and reconciling DCBS remittances back against those bills. Eleven operations cover that lifecycle plus the supporting search, worklist, and caseload-management functions. Each operation's detailed, step-by-step logic lives in its own page under operations/.

Operation catalog

Operation	Intent	Trigger	Inputs	Outputs	Rules	Tables	SQL
Service period management	Open, maintain, and close an EAIP service period on a claim, with its contact, aggravation, and history detail	clsPeriod.NewPeriod or GetPeriod, followed by property edits and Save()	IDataPortalInfo, claim number, effective and expiration dates, EAIP user, end reason code, employer contact and aggravation detail, UpdateNum	Persisted EAIP period row with cascading expense, history, and user-history children; orphan expense cleanup on delete; overlap and authority rule violations	BR-PROC-002, BR-PROC-004, BR-PROC-013	EAIP_PERIOD_SEQ	SQL-004, SQL-012, SQL-021, SQL-032, SQL-042
Expense lifecycle and payment approval	Record purchases against a service period and move them through new, pending approval, pay, and paid status under authority and limit rules	Caller adds or edits an expense on the period's collection and calls Save()	Expense type, description, order date, paid and write-off amounts, vendor and payee detail, credit-card transaction date, acting user's payment authority	Persisted expense and purchase rows with appended status history; approval demotions; payment authorization; amendment and correction chains	BR-PROC-003, BR-PROC-005, BR-PROC-006, BR-PROC-009	EAIP_EXPENSE_SEQ	SQL-007, SQL-048
Wage subsidy worksheet	Build the pay-period and timecard worksheet behind a wage subsidy and derive the payable subsidy from gross wages	Caller adds pay periods and timecards to a wage subsidy and calls Save()	Pay period start and end dates, timecard dates, in/out times, regular and overtime hours, pay rates, wage-subsidy date range and days	Persisted pay period, timecard, and wage subsidy rows; derived gross wages, calculated hours, and paid amount; day-limit and hour-balance rule violations	BR-PROC-007, BR-PROC-008, BR-PROC-015	EAIP_PAY_PERIOD_SEQ, EAIP_PERIOD_TIMECARD, EAIP_PERIOD_TIMECARD_SEQ, EAIP_EXPENSE_SEQ	SQL-002, SQL-003, SQL-007, SQL-010, SQL-011, SQL-020, SQL-030, SQL-031, SQL-040, SQL-041
Credit-card payment approval	Present a supervisor with the credit-card purchases charged by one specialist and apply an approve-or-return decision	clsCreditCardPayment.GetCreditPayments(dpi, eaipUser) followed by clsCreditCardPayments.SaveChanges(approved)	IDataPortalInfo, the EAIP user under review, per-row supervisor-approved selections, one approve/return decision	Expense status advanced to PAY or returned to NEW; the total of the selected amounts; the reviewing supervisor's formatted name; DB contention errors	BR-PROC-001, BR-PROC-003, BR-PROC-006	None linkable*	SQL-027
Expense status worklist	Retrieve the EAIP expenses currently in a given status, optionally narrowed to one specialist	clsExpenseByStatus.GetExpenseList(dpi, status, eaipUser)	IDataPortalInfo, an expense status code, an optional specialist mail identifier defaulting to ALL	A read-only list of expense projections with claim, worker, specialist, amount, status date, and credit-card date	None registered*	None documented*	None catalogued*
DCBS bill generation and billing records	Build the DCBS reimbursement bill for a service period, decide the bill type and admin fee, and move billed expenses forward	clsGenerateBill.ProcessBills(periodId, reportNode, xPrintDocColl) or GenerateBill(period, billAmended:=True)	Service period identifier, paid purchases and wage subsidies, existing bills, admin-fee limit amount, the wage-subsidy rate setting, worker/claim/policy data	Billing header and expense-billing lines; expenses moved to Billed or Reimbursed with history; DCBS billing XML with optional cover letter; print document and image index record	BR-PROC-010, BR-PROC-011	EAIP_BILLING_SEQ	SQL-001, SQL-008, SQL-009, SQL-018, SQL-019, SQL-028, SQL-029, SQL-038, SQL-039
Reimbursement recording	Record a DCBS remittance, its per-claim detail lines, and the expense-type amount breakdowns	clsReimbursement.NewReimbursement(dpi) or a shared reader, followed by edits and Save()	Received, posted, and reconciled dates; reimbursement amount and explanation; per-detail DCBS claim number, worker name, and total; per-type disabling, non-disabling, and reimbursed amounts	Reimbursement header with detail and amount children; resolved claim data on each detail; claim-not-found violations; DB contention errors	None registered beyond the claim check*	EAIP_REIMB_SEQ, EAIP_REIMB_DETAIL_SEQ	SQL-005, SQL-006, SQL-013, SQL-014, SQL-015, SQL-016, SQL-022, SQL-023, SQL-024, SQL-025, SQL-033, SQL-034, SQL-035, SQL-036, SQL-043, SQL-044, SQL-045, SQL-046
DCBS reimbursement balancing	Match each remittance detail against the claim's unreconciled billed expenses and reconcile when the amounts agree	clsBalanceDCBS.ProcessOneBatch(postedDate)	A DCBS posted date, the remittances posted on it, each claim's unreconciled expense billings, resolved claim data	Updated reimbursed amounts and admin-fee links; expenses moved to Reimbursed; per-detail and per-remittance reconciled flags; read/reconciled/skipped/name-mismatch counters	BR-PROC-012	None linkable*	SQL-018, SQL-028, SQL-029, SQL-035
Claim targeting and eligibility screening	Record the EAIP eligibility screening decision for a claim with its reviewer and dates	clsTargeting.NewTargeting(dpi) or a retrieval method, followed by edits and Save()	Claim number, eligibility code, reviewer mail identifier, completed date, claim status code and effective date, begin/end dates, wage-subsidy begin date	Targeting row with eligibility outcome and reviewer; resolved claim identifier, injury date, masked worker name, and policy name; duplicate and date violations	BR-PROC-014	None linkable*	SQL-017, SQL-026, SQL-037, SQL-047
EAIP claim and employer search	Validate a set of EAIP search criteria and return masked search results from the integration API	User populates clsSearchCriteria and calls clsSearchResult.GetSearchResults	Worker name, policy number and name with rate/parent indicators, return-to-work load code and mail identifier, specialist, receipt date range, status code selections	Search result rows with conflicted worker names replaced by a placeholder and status codes resolved to descriptions; criteria rule violations	None catalogued as BR entries*	None documented*	None catalogued*
Caseload reassignment	Reassign selected service periods, or every claim on selected policies, to a different EAIP specialist	Supervisor calls UpdateClaimAssignment(dpi) or UpdatePolicyAssignment(dpi)	Target specialist user name; a list of EAIP period identifiers or a list of policy numbers; acting user	Updated period ownership with force-incremented update number, or one participant staging row per policy; violations when no specialist or no rows were selected	BR-PROC-002	None linkable*	None catalogued*

Process flow diagram

The following diagram shows how the eleven operations relate across the EAIP lifecycle: a claim is screened, a service period is opened, expenses and wage subsidies accumulate against it, payment passes through authority and supervisor gates, paid expenses are billed to DCBS, and DCBS remittances are balanced back against those bills.

flowchart TD
    Search([User finds EAIP work]) --> SearchOp[EAIP claim and employer search]
    Target[Claim targeting and<br>eligibility screening] --> Period[Service period management]
    SearchOp --> Period
    Period --> Expense[Expense lifecycle and<br>payment approval]
    Period --> Wage[Wage subsidy worksheet]
    Wage --> Expense
    Expense --> Gate{Approval required?}
    Gate -->|Credit card charged| CC[Credit-card payment approval]
    Gate -->|Over authority, over limit,<br>or under $100 total| Queue[Expense status worklist]
    Gate -->|No| Paid[Expense set to Paid]
    CC --> Paid
    Queue --> CC
    Paid --> Bill[DCBS bill generation<br>and billing records]
    Bill --> Sent([Bill printed and sent to DCBS])
    Sent --> Remit[Reimbursement recording]
    Remit --> Balance[DCBS reimbursement balancing]
    Balance --> Match{Detail total = matched total?}
    Match -->|Yes| Recon([Detail and remittance reconciled;<br>expenses set to Reimbursed])
    Match -->|No| Back[Transaction rolled back;<br>skipped counter raised]
    Back --> Balance
    Period -.reassignment.-> Reassign[Caseload reassignment]
    Reassign -.-> Period

Database interactions

The following table summarizes which operations read from or write to the database. Per-step SQL and table citations live in each operation's detail page under operations/.

Operation	SQL	Tables	Type
Service period management	SQL-004, SQL-012, SQL-021, SQL-032, SQL-042	EAIP_PERIOD_SEQ	Read / Write (stored procedure)
Expense lifecycle and payment approval	SQL-007, SQL-048	EAIP_EXPENSE_SEQ	Read / Write (stored procedure)
Wage subsidy worksheet	SQL-002, SQL-003, SQL-007, SQL-010, SQL-011, SQL-020, SQL-030, SQL-031, SQL-040, SQL-041	EAIP_PAY_PERIOD_SEQ, EAIP_PERIOD_TIMECARD, EAIP_PERIOD_TIMECARD_SEQ, EAIP_EXPENSE_SEQ	Read / Write (stored procedure plus inline timecard statements)
Credit-card payment approval	SQL-027	None linkable*	Read / Update only (stored procedure)
Expense status worklist	None catalogued*	None documented*	Read (external REST call)
DCBS bill generation and billing records	SQL-001, SQL-008, SQL-009, SQL-018, SQL-019, SQL-028, SQL-029, SQL-038, SQL-039	EAIP_BILLING_SEQ	Read / Write (stored procedure plus inline bill and policy statements, and an external REST call)
Reimbursement recording	SQL-005, SQL-006, SQL-013, SQL-014, SQL-015, SQL-016, SQL-022, SQL-023, SQL-024, SQL-025, SQL-033, SQL-034, SQL-035, SQL-036, SQL-043, SQL-044, SQL-045, SQL-046	EAIP_REIMB_SEQ, EAIP_REIMB_DETAIL_SEQ	Read / Write (stored procedure)
DCBS reimbursement balancing	SQL-018, SQL-028, SQL-029, SQL-035	None linkable*	Read / Write (stored procedure plus an inline write-off query, per-detail transactions)
Claim targeting and eligibility screening	SQL-017, SQL-026, SQL-037, SQL-047	None linkable*	Read / Write (stored procedure plus an inline uniqueness query)
EAIP claim and employer search	None catalogued*	None documented*	Read (external REST call)
Caseload reassignment	None catalogued*	None linkable*	Write (inline statements only)

Stored procedure operations

Operations implemented in the Oracle package referenced by this library.

Operation	Description	Source	Link
Period persistence	Inserts, selects, updates, and deletes EAIP service periods, protecting updates with an update-number check and cleaning up orphan expenses on delete.	pk82500_eaip.eaip_period_insert, _select, _update, _delete	Details
Expense status update	Advances or returns an expense status, matching the caller's update number and returning the affected row count.	pk82500_eaip.update_expense_status	Details
Credit-card review select	Returns the credit-card purchases with a paid date charged by the named EAIP user.	pk82500_eaip.credit_payment_select	Details
Expense status worklist	Returns the expenses in a given status for a specialist, exposed through the EAIP integration API.	pk82500_eaip.SelectExpensesByStatus_GW, SelectExpensesInCheckStatus	Details
Billing persistence and reads	Inserts, selects, updates, and deletes bill headers, and returns a claim's, a period's, or the system's non-reconciled bills.	pk82500_eaip.EAIP_Billing_Insert, _Select, _Update, _Delete, getBillingsByClaim, GetBillingsByPeriod, GetNonReconciledBillings	Details
Expense billing persistence	Maintains the line rows that link a bill to the expenses it bills, keyed by bill and expense.	pk82500_eaip.eaip_expense_billing_insert, _select, _update, _delete, GetExpenseBillingByBillingID, GetExpenseBillingByExpenseID	Details
Purchase and wage subsidy persistence	Maintains the two concrete expense types under a service period and their reads by expense identifier.	pk82500_eaip.eaip_purchase_insert, _select, _update, _delete, eaip_wage_subsidy_insert, _select, _update, _delete, GetPurchaseByExpenseId, GetWageSubsidyByExpenseID, eaip_expense_insert, eaip_expense_update	Details
Pay period persistence	Maintains the pay periods that carry the wage-subsidy worksheet, including a read by pay period identifier.	pk82500_eaip.eaip_pay_period_insert, _select, _update, _delete, GetPayPeriodByPayPeriodId	Details
Reimbursement persistence and reads	Maintains remittance headers and returns them by received date, posted date, or reconciled flag.	pk82500_eaip.eaip_reimbursement_insert, _select, _update, _delete, GetReimbByReceivedDate, GetReimbByPostedDate, GetReimbReconciledFlag	Details
Reimbursement detail and amount persistence	Maintains the per-claim detail rows and the expense-type amount breakdowns at both header and detail level.	pk82500_eaip.eaip_reimb_detail_insert, _select, _update, _delete, GetReimbDetailByID, EAIP_Reimb_Amount_*, GetReimbAmountbyType, reimb_detail_amount_*, GetReimbDetailAmountbyType	Details
Targeting persistence and reads	Maintains eligibility screening records and returns them for a claim.	pk82500_eaip.eaip_targeting_insert, _update, _delete, GetTargetingByClaim	Details

Failure and edge-case behavior

• Optimistic concurrency is the dominant failure mode. Every persisting operation binds the previously read update number, checks the affected row count, and adds a DB contention error rather than throwing (BR-PROC-001, BR-PROC-002). The one deliberate exception is Caseload reassignment, whose inline update force-increments the update number and overwrites concurrent edits.
• Approval gating is layered rather than singular: an expense can be pushed into supervisor approval by user authority, by an expense-type limit, by a small-dollar payment total, or unconditionally by a credit-card transaction date, and any one of them is sufficient (BR-PROC-005, BR-PROC-006, BR-PROC-009).
• Batch operations are not uniformly transactional. Credit-card approval stops at the first contention failure and leaves earlier rows applied; bill generation saves the period before the bills; reimbursement balancing is the only operation that brackets each unit of work in its own transaction and rolls back a unit that fails to reconcile (BR-PROC-012).
• Amendments are handled by exclusion rather than by a separate object model. The batch billing run refuses to bill them (BR-PROC-011), and the balancing run refuses to move an already-amended expense to reimbursed, so an amendment always waits for the explicit on-demand path.
• Three operations depend entirely on external services — the expense status worklist, EAIP search, and the unreconciled admin-fee feed. The admin-fee feed swallows every exception into the logging service and returns nothing, so callers cannot distinguish "none" from "unavailable"; the other two surface whatever the API access layer raises.
• Several routines build statement text by concatenation rather than binding: the reassignment period list and specialist name, and the DCBS write-off claim identifier. The values originate from selection lists and resolved data rather than free text, but the pattern offers no injection protection.*
• Child rows are removed by database triggers on parent delete throughout the billing and reimbursement aggregates; this library issues no explicit cascading child deletes. Expense orphans left by a period delete are cleaned up inside the package instead (BR-PROC-004).
• Conflicted worker names are masked by the property that exposes them, not by the query that loads them, in both targeting and search. Any consumer reading the underlying storage bypasses the mask.*

Related documentation

• Index
• Overview
• Architecture
• Dependencies
• Business rules
• Database tables
• SQL catalog
• Procedures
• API reference

Note: Statements marked with * were inferred from code structure, naming conventions, or contextual evidence where direct confirmation was not available in source artifacts.

Sources

• Business\SAIF.Business.Claim.EAIP\Billing\clsBilling.vb
• Business\SAIF.Business.Claim.EAIP\Billing\clsExpenseBilling.vb
• Business\SAIF.Business.Claim.EAIP\Billing\clsGenerateBill.vb
• Business\SAIF.Business.Claim.EAIP\Period\clsPeriod.vb
• Business\SAIF.Business.Claim.EAIP\Period\clsPeriodHistory.vb
• Business\SAIF.Business.Claim.EAIP\Period\clsUserHistory.vb
• Business\SAIF.Business.Claim.EAIP\Period\clsHistoryBase.vb
• Business\SAIF.Business.Claim.EAIP\Period\clsExpense.vb
• Business\SAIF.Business.Claim.EAIP\Period\clsExpenseHistory.vb
• Business\SAIF.Business.Claim.EAIP\Period\clsExpenseByStatus.vb
• Business\SAIF.Business.Claim.EAIP\Period\clsPurchase.vb
• Business\SAIF.Business.Claim.EAIP\Period\clsWageSubsidy.vb
• Business\SAIF.Business.Claim.EAIP\Period\clsPayPeriod.vb
• Business\SAIF.Business.Claim.EAIP\Period\clsPayPeriodTimeCard.vb
• Business\SAIF.Business.Claim.EAIP\Period\clsCreditCardPayments.vb
• Business\SAIF.Business.Claim.EAIP\Period\clsReassignment.vb
• Business\SAIF.Business.Claim.EAIP\Period\mdlUtility.vb
• Business\SAIF.Business.Claim.EAIP\Reimbursement\clsReimbursement.vb
• Business\SAIF.Business.Claim.EAIP\Reimbursement\clsReimbursementDetail.vb
• Business\SAIF.Business.Claim.EAIP\Reimbursement\clsAmount.vb
• Business\SAIF.Business.Claim.EAIP\Reimbursement\clsDetailAmount.vb
• Business\SAIF.Business.Claim.EAIP\Reimbursement\clsBalanceDCBS.vb
• Business\SAIF.Business.Claim.EAIP\Reimbursement\dcbsMethods.vb
• Business\SAIF.Business.Claim.EAIP\Targeting\clsTargeting.vb
• Business\SAIF.Business.Claim.EAIP\Search\clsSearchCriteria.vb
• Business\SAIF.Business.Claim.EAIP\Search\clsSearchResult.vb
• Business\SAIF.Business.Claim.EAIP\Search\EaipSearchResult.vb
• Business\SAIF.Business.Claim.EAIP\UnreconciledAdminFees.vb
• Business\SAIF.Business.Claim.EAIP\clsRecordInfo.vb
• Business\SAIF.Business.Claim.EAIP\clsUpdateInfo.vb
• Business\SAIF.Business.Claim.EAIP\mdlCodeTables.vb