---
title: Manage a legal case request
summary: Intake a case request, assemble issues/consolidations, and create or update the legal case.
status: draft
owner: <owner>
last_reviewed: 2026-08-21
operation_id: OP-APP-002
trigger: User submits frmRequest
---

# Manage a legal case request

This workflow captures a legal case request, creates or loads the underlying legal case, persists request issues and consolidations, and optionally triggers letter production and Guidewire WCD updates.

| Field | Value |
| --- | --- |
| **Operation ID** | OP-APP-002 |
| **Trigger** | User submits [frmRequest](../../screens/frm-request.md) |
| **Libraries involved** | [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) |
| **Screens** | [frmRequest](../../screens/frm-request.md) |
| **Inputs** | Request fields, requested issues, consolidation selections |
| **Outputs** | Persisted `clsLegalCase`, `clsRequestIssue`, `clsConsolidations`; optional LegalNet letter batch job; optional Guidewire WCD update |

## Steps

1. `clsRequestManager` handles [frmRequest](../../screens/frm-request.md), binds request fields, and assembles request issues and consolidation selections — owned by [SAIF.Application.Claim.Legal](../../libraries/saif-application-claim-legal/overview.md).
2. `LegalManagerBase.CreateCase` and `SetCurrentCase` create a new case or load an existing one — owned by [SAIF.Application.Claim.Legal](../../libraries/saif-application-claim-legal/overview.md).
3. [SAIF.Business.Claim.Legal](../../libraries/saif-business-claim-legal/overview.md) persists `clsLegalCase`, `clsRequestIssue`, `clsConsolidations`, and related case fields ([REQUEST_ISSUE](../../libraries/saif-business-claim-legal/database-tables.md#request_issue), [CONSOLIDATED_CASE](../../libraries/saif-business-claim-legal/database-tables.md#consolidated_case)).
4. `SAIF.Application.Claim.Legal` inserts recon-request letter work when required and updates cross-case state.
5. Policy and policyholder context for the request is resolved through [SAIF.Business.View.Policy](../../libraries/saif-business-view-policy/overview.md), applying the secure-policy and demo-masking rule ([BR-APP-007](../business-rules.md#br-app-007-policy-access-and-data-masking)) before displaying policyholder details.
6. [SAIF.Services.Appworx](../../libraries/saif-services-appworx/overview.md) submits the LegalNet letter batch job when correspondence must be produced.
7. External Guidewire integration is invoked from [SAIF.Application.Claim.Legal](../../libraries/saif-application-claim-legal/overview.md) through the configured claim-data APIs when WCD updates are required.
   - On failure: the Guidewire call failure is logged but does not fail the underlying case save ([BR-APP-006](../business-rules.md#br-app-006-guidewire-integration-is-best-effort)).

## Process flow

The following diagram visualizes this workflow across components.

```mermaid
flowchart TD
	Start([User submits frmRequest]) --> S1[clsRequestManager binds request fields and issues]
	S1 --> S2[LegalManagerBase creates or loads case]
	S2 --> S3[SAIF.Business.Claim.Legal persists case, issues, consolidations]
	S3 --> S4[Policy context resolved with secure/masking checks]
	S4 --> D{Correspondence required?}
	D -->|Yes| S5[Appworx submits LegalNet letter job]
	D -->|No| S6{WCD update required?}
	S5 --> S6
	S6 -->|Yes| S7[Guidewire WCD update attempted]
	S6 -->|No| EndOk([Request saved])
	S7 --> EndOk
```

## Failure and edge-case behavior

- Guidewire WCD update failure: logged and swallowed; the request save still completes ([BR-APP-006](../business-rules.md#br-app-006-guidewire-integration-is-best-effort)).
- Secure or demo policy: policyholder details are masked or access-denied per the policy access rule before being surfaced on the request screen ([BR-APP-007](../business-rules.md#br-app-007-policy-access-and-data-masking)).

## Related documentation
- [Operations and processes](../operations-processes.md)
- [Business rules](../business-rules.md)
- [Data model](../data-model.md)

## Sources
- `SAIF.Application.Claim.Legal/LegalNet/clsRequestManager.vb`
- `SAIF.Application.Claim.Legal/LegalManagerBase.vb`
- `SAIF.Business.View.Policy/clsPolicySecurity.vb`