Skip to content

Application business rules

This page is the complete catalog of business rules that govern this application's behavior. A rule appears here when it is enforced on a code path this application can actually execute — regardless of whether the enforcing code lives in the application project, a screen code-behind, or a consumed library in this repository.

Rules defined in a consumed library but never reached by this application are out of scope and are listed only in Rules not reachable from this application.

Rule scope and coverage

Reachability was determined by tracing outward from this application's entry points — screen event handlers, application workflow steps, and application startup/infrastructure code — through every delegation recorded in the analysis findings and published library and screen documentation.

Category Section Count
Application-level (cross-cutting) Application-level business rules 7
Screen-enforced Screen business rules 24
Library-defined, in scope Library business rules in scope 17
Inherited from framework packages Inherited business rules 0
Total in scope 48
Library-defined, not reachable Rules not reachable from this application 88

Rule index

Rule ID Statement Origin Reached from
BR-APP-001 Conflict, exposure, hostile-worker, and health-issue claim flags are checked before a case or claim-linked popup exposes sensitive claim data. Application Search and open a legal case
BR-APP-002 Access defaults to restricted or view-only until an application manager explicitly marks a higher role. Application Search and open a legal case
BR-APP-003 Consolidated secondary cases stay aligned to primary-case status and related state changes. Application Manage schedules, file locations, and LCEs
BR-APP-004 Non-production execution redirects or suppresses live outbound DEF and assignment-side integrations. Application Run attorney assignment and calendar review
BR-APP-005 Note update and deletion rights depend on role, note type, and whether the note was system-created. Application Search and open a legal case
BR-APP-006 Guidewire and WCD integration failures are logged without failing the underlying save. Application Manage a legal case request
BR-APP-007 Policy visibility and demo-data masking are applied before policyholder details are shown. Application Manage a legal case request
BR-SCR-001 SSN entry on Case Search is client-side masked before submission. Case Search Case Search
BR-SCR-002 Acknowledge warns before switching list type with unsaved changes. Acknowledge Acknowledge
BR-SCR-003 Acknowledge highlights invalid entries when validation fails. Acknowledge Acknowledge
BR-SCR-004 Request blocks deleting a case when a hearing is already set. Request Request
BR-SCR-005 Request allows case insert only for admin users. Request Request
BR-SCR-006 Request shows different fields for Federal versus WCB, DCBS, and Pre-Litigation cases. Request Request
BR-SCR-007 Saving a new request prompts for reconsideration-packet send confirmation. Request Request
BR-SCR-008 Request collects selected issue codes from posted checkbox values. Request Request
BR-SCR-009 Schedule allows row deletion only for admin users. Schedule Schedule
BR-SCR-010 Schedule splits LCE due-date and LCE update rights by separate groups. Schedule Schedule
BR-SCR-011 Schedule loads different schedule-type and hearing-location lists for Federal versus State claims. Schedule Schedule
BR-SCR-012 Appeal blocks row switching until the current appeal is saved. Appeal Appeal
BR-SCR-013 Appeal shows extension and oral-argument grids only when the active appeal supports them. Appeal Appeal
BR-SCR-014 Appeal disables delete for unsaved appeals. Appeal Appeal
BR-SCR-015 Appeal loads different schedule types and hearing locations for Federal versus State cases. Appeal Appeal
BR-SCR-016 Appeal auto-calculates brief dates from due-date changes.* Appeal Appeal
BR-SCR-017 Assignment review date must fall between 1/1/2003 and 1/1/2053. Assignment Assignment
BR-SCR-018 Assignment disables Run Assignment in view-only mode. Assignment Assignment
BR-SCR-019 Case Cost requires a numeric provider location that resolves in the provider database. Case Cost Case Cost
BR-SCR-020 Case Cost blocks row switching until current edits are saved. Case Cost Case Cost
BR-SCR-021 Case Cost warns before switching cases with unsaved edits. Case Cost Case Cost
BR-SCR-022 Create File rejects a past letter date. Create File Create File
BR-SCR-023 Create File auto-adjusts a non-business-day letter date to the next work day. Create File Create File
BR-SCR-024 Mail Date blocks list-type switching while edits are unsaved. Mail Date Mail Date
BR-SCR-025 Mail Date validates mailed dates through MailDateList warning and error messages. Mail Date Mail Date
BR-SCR-026 Other Parties warns before case switch with unsaved edits. Other Parties Other Parties
BR-SCR-027 Outcomes blocks row switching while the current outcome has unsaved edits. Outcomes Outcomes
BR-SCR-028 Outcomes Close Case changes case status through manager logic.* Outcomes Outcomes
BR-SCR-029 Outcomes disables edit actions when no order exists or the screen is view-only. Outcomes Outcomes
BR-SCR-030 Summary falls back to Recon Packet Received when OAR Mailed is empty. Case Summary Case Summary
BR-SCR-031 Attorney Time Off retrieval is capped at 150 rows. Attorney Time Off Attorney Time Off
BR-SCR-032 Update Case disables save and most controls in view-only mode. Update Case Update Case
BR-SCR-033 Update Case runs dirty and validity checks before save. Update Case Update Case
BR-CLM-001 A worker-conflict claim is denied unless the caller has conflict access or a security override. SAIF.Application.Claim Search and open a legal case
BR-CLM-002 An exposure-flagged claim clears exposure access for callers without exposure rights. SAIF.Application.Claim Search and open a legal case
BR-CLM-003 A health-issue exposure claim clears health-issue access when exposure access is missing. SAIF.Application.Claim Search and open a legal case
BR-CLM-004 A hostile-worker claim clears secure-claim access for callers without secure-claim rights. SAIF.Application.Claim Search and open a legal case
BR-CLM-LGL-001 Case cost service and authorization dates must remain valid and ordered. SAIF.Business.Claim.Legal Capture and approve case costs
BR-CLM-LGL-002 A case cost entry requires a payee. SAIF.Business.Claim.Legal Capture and approve case costs
BR-CLM-LGL-003 A case cost entry requires service code, authorizer, and a canceller when cancelled. SAIF.Business.Claim.Legal Capture and approve case costs
BR-CLM-LGL-004 Case search criteria must match the chosen search type's format. SAIF.Business.Claim.Legal Search and open a legal case
BR-CLM-LGL-011 Attorney schedule dates must be current or future and expiration cannot precede effective date. SAIF.Business.Claim.Legal Run attorney assignment and calendar review
BR-CLM-LGL-023 Worker-attorney display falls back from attorney name to firm name to worker name. SAIF.Business.Claim.Legal Case Summary
BR-CLM-LGL-027 Primary-case status updates also update every consolidated secondary case. SAIF.Business.Claim.Legal Manage schedules, file locations, and LCEs
BR-CLM-LGL-028 Deleting an appeal also cleans up linked schedules and related derived case state. SAIF.Business.Claim.Legal File and maintain appeals
BR-CLM-LGL-030 Secondary consolidated cases retrieve primary-case schedules alongside direct schedules. SAIF.Business.Claim.Legal Manage schedules, file locations, and LCEs
BR-CLM-LGL-031 Mail-date and acknowledgement updates change only the columns implied by the caller's declared type. SAIF.Business.Claim.Legal Process mail dates, acknowledgements, and file creation
BR-CLM-LGL-032 Assignment succeeds only when every blocker count is zero. SAIF.Business.Claim.Legal Run attorney assignment and calendar review
BR-CLM-LGL-033 Weekly load blocking thresholds vary by attorney load percentage. SAIF.Business.Claim.Legal Run attorney assignment and calendar review
BR-CLM-LGL-034 Rotation assignment targets only pending, unassigned hearing rows covered by an active rotation. SAIF.Business.Claim.Legal Run attorney assignment and calendar review
BR-LGL-004 Printing a DEF letter marks the case as DEF-sent and clears the pending-send flag. SAIF.Application.Claim.Legal Manage schedules, file locations, and LCEs
BR-LGL-007 Guidewire schedule sync runs only when an attorney is assigned. SAIF.Application.Claim.Legal Run attorney assignment and calendar review
BR-LGL-011 Consolidation is rejected when a Set/Reset case has a past scheduled hearing. SAIF.Application.Claim.Legal Manage a legal case request
BR-VP-002 Secure SAIF policies require the SAIFpolicyInfo AD resource. SAIF.Business.View.Policy Manage a legal case request
BR-VP-003 Policy access requires a valid policy with a non-zero policy number. SAIF.Business.View.Policy Manage a legal case request
BR-VP-010 Demo users see masked agency and agent identity data. SAIF.Business.View.Policy Manage a legal case request
BR-VP-011 Demo users see masked address and contact data. SAIF.Business.View.Policy Manage a legal case request

Application-level business rules

Rules composed at the application level or enforced jointly by multiple libraries, with no single owning library.

BR-APP-001 Confidential claim access gating

Field Value
Statement Conflict, exposure, hostile-worker, and health-issue claim flags are checked before a case or claim-linked popup exposes sensitive claim data.
Trigger A user opens a legal case or claim-linked popup after claim context is established for a flagged claim.
Enforcement ClaimAppManager and LegalManagerBase apply claim-security checks during context change and retrieve; ImageMovePopup.CheckClaimSecurity applies the same claim-flag authorization pattern for popup access.
Outcome Access is denied or data is masked unless the caller holds the required AD resources or a security override succeeds.
Origin Application
Enforcing libraries SAIF.Application.Claim, SAIF.Application.Claim.Legal, SAIF.Presentation.Web.Controls.PopUps.Infragistics111
Reached from Search and open a legal case, Case Search
Source SAIF.Application.Claim\ClaimAppManager.vb; SAIF.Application.Claim\ClaimSecurity.vb; SAIF.Application.Claim.Legal\LegalManagerBase.vb; SAIF.Presentation.Web.Controls.PopUps.Infragistics111\ImageMovePopup.vb

BR-APP-002 Default-restricted access with explicit role escalation

Field Value
Statement Access defaults to restricted or view-only until an application manager explicitly marks a higher role.
Trigger Screen managers finish loading context and run their security checks.
Enforcement AppManagerBase defaults to NoAccess; ClaimAppManager and LegalManagerBase set view-only or update access during OnCheckSecurity() and OnRetrieve().
Outcome Screens remain view-only or inaccessible until the concrete manager grants update rights.
Origin Application
Enforcing libraries SAIF.Application, SAIF.Application.Claim, SAIF.Application.Claim.Legal
Reached from Search and open a legal case, File and maintain appeals
Source SAIF.Application\AppManagerBase.vb; SAIF.Application.Claim\ClaimAppManager.vb; SAIF.Application.Claim.Legal\LegalManagerBase.vb

BR-APP-003 Consolidated case state propagation

Field Value
Statement Consolidated secondary cases stay aligned to primary-case status, file-location, legal-case-evaluation, and schedule-driven state changes.
Trigger A user saves a primary case in schedule, request, or related case-maintenance workflows while consolidation links exist.
Enforcement LegalManagerBase propagates status, file-location, LCE, and DEF state updates; downstream business-layer procedures return or update consolidation-linked rows.
Outcome Secondary consolidated cases mirror primary-case state and secondary-case editing is blocked on affected screens.
Origin Application
Enforcing libraries SAIF.Application.Claim.Legal, SAIF.Business.Claim.Legal
Reached from Manage schedules, file locations, and LCEs, Other Parties, Schedule
Tables CONSOLIDATED_CASE
Source SAIF.Application.Claim.Legal\LegalManagerBase.vb; SAIF.Business.Claim.Legal\LegalNet\clsConsolidations.vb

BR-APP-004 Non-production safety redirection

Field Value
Statement Non-production execution redirects or suppresses live outbound DEF and assignment-side integrations.
Trigger The application sends DEF email reminders or runs assignment-related outbound integration outside Production.
Enforcement Environment checks in clsScheduleManager.SendDEFEmail, clsAssignmentManager.Testing, and related business-layer non-production branches alter recipients or testing behavior.
Outcome Non-production environments avoid live external notifications and run assignment processing in test-aware mode.
Origin Application
Enforcing libraries SAIF.Application.Claim.Legal, SAIF.Business.Claim.Legal
Reached from Run attorney assignment and calendar review, Manage schedules, file locations, and LCEs
Source SAIF.Application.Claim.Legal\LegalNet\clsAssignmentManager.vb; SAIF.Application.Claim.Legal\LegalNet\clsScheduleManager.vb; SAIF.Business.Claim.Legal\TableMaint\clsAttorneyWorkerAssignment.vb; SAIF.Business.Claim.Legal\LegalNet\clsConsolidations.vb; SAIF.Business.Claim.Legal\LegalNet\clsLegalSchedule.vb

BR-APP-005 Note maintenance and deletion restrictions

Field Value
Statement Note update and deletion rights depend on role, note type, and whether the note was system-created.
Trigger A user opens, edits, or deletes legal case notes.
Enforcement clsCaseNotesManager evaluates LNAdmin, LNCaseUpdate, LNUpdate, LNNoteView, and note origin before allowing update or deletion.
Outcome Unauthorized users are limited to permitted note actions, and system-created notes cannot be deleted.
Origin Application
Enforcing libraries SAIF.Application.Claim.Legal, SAIF.Business.Claim.Legal
Reached from Search and open a legal case
Source SAIF.Application.Claim.Legal\LegalNet\clsCaseNotesManager.vb

BR-APP-006 Guidewire integration is best-effort

Field Value
Statement Guidewire and WCD integration failures are logged without failing the underlying save.
Trigger A request, schedule, or assignment save attempts Guidewire or WCD synchronization.
Enforcement clsScheduleManager, clsAssignmentManager, and clsRequestManager.UpdateWcdData catch downstream API exceptions, log them, and continue the save.
Outcome The local save succeeds even when the external integration fails.
Origin Application
Enforcing libraries SAIF.Application.Claim.Legal, SAIF.Business.Claim.Legal
Reached from Manage a legal case request, Manage schedules, file locations, and LCEs, Run attorney assignment and calendar review
Source SAIF.Application.Claim.Legal\LegalNet\clsRequestManager.vb; SAIF.Application.Claim.Legal\LegalNet\clsScheduleManager.vb; SAIF.Application.Claim.Legal\LegalNet\clsAssignmentManager.vb

BR-APP-007 Policy access and data masking

Field Value
Statement Policy visibility and demo-data masking are applied before policyholder details are shown.
Trigger Request, summary, or related case-context screens retrieve policyholder context for the current claim.
Enforcement clsPolicySecurity.IsPolicyValidForUser, clsPolicyData, clsAgency, and clsPolicyAddress apply access checks and masking before the screen renders policyholder details.
Outcome Unauthorized users are denied access to secure policies, and demo users see masked identity and contact data.
Origin Application
Enforcing libraries SAIF.Business.View.Policy, SAIF.Business.Policy
Reached from Manage a legal case request, Case Summary
Source SAIF.Business.View.Policy\clsPolicySecurity.vb; SAIF.Business.View.Policy\clsAgency.vb; SAIF.Business.View.Policy\clsPolicyAddress.vb; SAIF.Business.View.Policy\clsPolicyData.vb

Screen business rules

Rules enforced directly in a screen's markup validators or code-behind event handlers, not delegated to a library.

BR-SCR-001 Case Search SSN input is client-side masked

Field Value
Statement SSN entry on Case Search is client-side masked before submission.
Trigger A user enters SSN search criteria on Case Search.
Enforcement frmCaseSearch.aspx applies a jQuery mask to the SSN input control.
Outcome SSN input is constrained to the masked format before the search posts back.
Origin Case Search
Reached from Case Search
Source Legal\frmCaseSearch.aspx; Legal\Scripts\CaseSearch.js

BR-SCR-002 Acknowledge warns before list-type switch with unsaved changes

Field Value
Statement Acknowledge warns before switching list type when the current grid has unsaved changes.
Trigger A user changes the WCB/DCBS toggle on Acknowledge.
Enforcement frmAcknowledge.aspx.vb checks dirty state before rbCaseType.SelectedIndexChanged completes.
Outcome The user is warned instead of silently losing pending edits.
Origin Acknowledge
Reached from Acknowledge
Source Legal\frmAcknowledge.aspx.vb

BR-SCR-003 Acknowledge highlights validation failures in error colors

Field Value
Statement Acknowledge highlights invalid entries when validation fails.
Trigger A user saves acknowledgement updates that fail validation on Acknowledge.
Enforcement frmAcknowledge.aspx.vb applies error-color styling during validation failure handling.
Outcome Invalid rows are visually flagged for correction.
Origin Acknowledge
Reached from Acknowledge
Source Legal\frmAcknowledge.aspx.vb

BR-SCR-004 Request screen cannot delete a case with a hearing set

Field Value
Statement Request blocks deleting a case when a hearing is already set.
Trigger A user invokes Delete on Request.
Enforcement frmRequest.aspx.vb checks for hearing state before allowing the delete path to continue.
Outcome The case stays in place until the hearing dependency is cleared.
Origin Request
Reached from Request
Source Legal\frmRequest.aspx.vb

BR-SCR-005 Request insert is restricted to the admin group

Field Value
Statement Request allows case insert only for admin users.
Trigger A user invokes Insert on Request.
Enforcement frmRequest.aspx.vb checks Manager.IsInAdminGroup before enabling or executing insert behavior.
Outcome Non-admin users cannot create a new legal case from this screen.
Origin Request
Reached from Request
Source Legal\frmRequest.aspx.vb

BR-SCR-006 Request screen reconfigures fields by case type

Field Value
Statement Request shows different fields for Federal versus WCB, DCBS, and Pre-Litigation cases.
Trigger A user selects or loads a case type on Request.
Enforcement frmRequest.aspx.vb toggles OWCP, postmark, stress, WCB-requested, and consolidation controls by case type.
Outcome Users see only the inputs relevant to the current request type.
Origin Request
Reached from Request
Source Legal\frmRequest.aspx.vb

BR-SCR-007 New request save prompts for reconsideration-packet send

Field Value
Statement Saving a new request prompts for reconsideration-packet send confirmation.
Trigger A user saves a new case on Request.
Enforcement frmRequest.aspx.vb invokes client-side SAIF.LEGAL.askSendRecon() from the save flow.
Outcome The user must acknowledge the reconsideration-packet prompt before the workflow continues.
Origin Request
Reached from Request
Source Legal\frmRequest.aspx.vb

BR-SCR-008 Request screen collects issue selections from form checkboxes

Field Value
Statement Request collects selected issue codes from posted checkbox values.
Trigger A user saves issue selections on Request.
Enforcement frmRequest.aspx.vb reads Request.Form.GetValues("FORM_REQUEST_CODE") to assemble selected issues.
Outcome Only the posted issue selections are persisted with the legal case request.
Origin Request
Reached from Request
Source Legal\frmRequest.aspx.vb

BR-SCR-009 Schedule delete is restricted to the admin group

Field Value
Statement Schedule allows row deletion only for admin users.
Trigger A user invokes Delete on Schedule.
Enforcement frmSchedule.aspx.vb gates delete behavior on Manager.IsInAdminGroup.
Outcome Non-admin users cannot delete schedule rows.
Origin Schedule
Reached from Schedule
Source Legal\frmSchedule.aspx.vb

BR-SCR-010 Schedule LCE edit rights are split by security group

Field Value
Statement Schedule splits LCE due-date and LCE update rights by separate groups.
Trigger Schedule loads LCE controls for the current user.
Enforcement frmSchedule.aspx.vb checks dedicated security groups for due-date and general LCE updates.
Outcome Users may be able to update due dates, broader LCE fields, both, or neither based on group membership.
Origin Schedule
Reached from Schedule
Source Legal\frmSchedule.aspx.vb

BR-SCR-011 Schedule loads Federal vs State reference data by claim type

Field Value
Statement Schedule loads different schedule-type and hearing-location lists for Federal versus State claims.
Trigger Schedule loads or switches case context.
Enforcement frmSchedule.aspx.vb branches on ClaimData.IsFederal when populating reference lists.
Outcome Users work with the schedule codes and locations appropriate to the claim type.
Origin Schedule
Reached from Schedule
Source Legal\frmSchedule.aspx.vb

BR-SCR-012 Appeal row switch is blocked until current edits are saved

Field Value
Statement Appeal blocks row switching until the current appeal is saved.
Trigger A user selects a different appeal row on Appeal while edits are dirty.
Enforcement frmAppeal.aspx.vb runs a dirty check in dgAppeals_RowChanged.
Outcome The screen keeps focus on the current appeal until the pending changes are handled.
Origin Appeal
Reached from Appeal
Source Legal\frmAppeal.aspx.vb

BR-SCR-013 Appeal shows extension and oral-argument grids only when allowed

Field Value
Statement Appeal shows extension and oral-argument grids only when the active appeal supports them.
Trigger Appeal loads the current appeal.
Enforcement frmAppeal.aspx.vb checks CurrentAppeal.CanHaveExtensions before showing the related grids.
Outcome Extension and oral-argument editing stays hidden for appeal types that do not support those records.
Origin Appeal
Reached from Appeal
Source Legal\frmAppeal.aspx.vb

BR-SCR-014 Appeal disables delete for unsaved appeals

Field Value
Statement Appeal disables delete for unsaved appeals.
Trigger Appeal loads a new, unsaved appeal row.
Enforcement frmAppeal.aspx.vb disables the Delete button for new appeals.
Outcome Users cannot delete a row that has not yet been persisted.
Origin Appeal
Reached from Appeal
Source Legal\frmAppeal.aspx.vb

BR-SCR-015 Appeal loads Federal vs State schedule reference data

Field Value
Statement Appeal loads different schedule types and hearing locations for Federal versus State cases.
Trigger Appeal loads or switches the active case.
Enforcement frmAppeal.aspx.vb branches on case type when populating oral-argument reference data.
Outcome Appeal scheduling uses the reference data appropriate to the case type.
Origin Appeal
Reached from Appeal
Source Legal\frmAppeal.aspx.vb

BR-SCR-016 Appeal brief dates are client-side auto-calculated

Field Value
Statement Appeal auto-calculates brief dates from due-date changes.*
Trigger A user changes brief due dates on Appeal.
Enforcement Appeal.js callbacks recalculate brief dates in response to date changes.*
Outcome Related brief date fields are updated without a separate server round trip.*
Origin Appeal
Reached from Appeal
Source Legal\frmAppeal.aspx; Legal\Scripts\Appeal.js

BR-SCR-017 Assignment review date must fall within the allowed range

Field Value
Statement Assignment review date must fall between 1/1/2003 and 1/1/2053.
Trigger A user reviews assignments on Assignment.
Enforcement frmAssignment.aspx.vb validates the review date before processing.
Outcome Out-of-range review dates are rejected.
Origin Assignment
Reached from Assignment
Source Legal\frmAssignment.aspx.vb

BR-SCR-018 Assignment run is disabled in view-only mode

Field Value
Statement Assignment disables Run Assignment in view-only mode.
Trigger Assignment renders for a user without update access.
Enforcement frmAssignment.aspx.vb disables bt_assign when the manager is view-only.
Outcome View-only users can review results but cannot execute assignment processing.
Origin Assignment
Reached from Assignment
Source Legal\frmAssignment.aspx.vb

BR-SCR-019 Case Cost provider location must be numeric and resolve to a provider

Field Value
Statement Case Cost requires a numeric provider location that resolves in the provider database.
Trigger A user edits provider information on Case Cost.
Enforcement frmCaseCost.aspx.vb validates provider location format and existence before save.
Outcome Invalid provider references block the case-cost save.
Origin Case Cost
Reached from Case Cost
Source Legal\frmCaseCost.aspx.vb

BR-SCR-020 Case Cost row switch is blocked until current edits are saved

Field Value
Statement Case Cost blocks row switching until current edits are saved.
Trigger A user selects a different cost row on Case Cost while edits are dirty.
Enforcement frmCaseCost.aspx.vb checks row-level dirty state before switching rows.
Outcome The screen prevents accidental loss of in-progress edits.
Origin Case Cost
Reached from Case Cost
Source Legal\frmCaseCost.aspx.vb

BR-SCR-021 Case Cost case switch warns when edits are dirty

Field Value
Statement Case Cost warns before switching cases with unsaved edits.
Trigger A user changes the case selector on Case Cost.
Enforcement frmCaseCost.aspx.vb checks case-level dirty state before switching case context.
Outcome The user is warned before the screen abandons unsaved changes.
Origin Case Cost
Reached from Case Cost
Source Legal\frmCaseCost.aspx.vb

BR-SCR-022 Create File letter date cannot be in the past

Field Value
Statement Create File rejects a past letter date.
Trigger A user saves Create File.
Enforcement frmCreateFile.aspx.vb validates the entered letter date before save.
Outcome The save is blocked until the date is current or future.
Origin Create File
Reached from Create File
Source Legal\frmCreateFile.aspx.vb

BR-SCR-023 Create File letter date is auto-adjusted to the next business day

Field Value
Statement Create File auto-adjusts a non-business-day letter date to the next work day.
Trigger A user enters a letter date on Create File.
Enforcement frmCreateFile.aspx.vb applies business-day adjustment before save.
Outcome Created letter dates land on a valid business day.
Origin Create File
Reached from Create File
Source Legal\frmCreateFile.aspx.vb

BR-SCR-024 Mail Date blocks list-type switching while edits are unsaved

Field Value
Statement Mail Date blocks list-type switching while edits are unsaved.
Trigger A user changes the OAR/Reconsideration toggle on Mail Date.
Enforcement frmMailDate.aspx.vb checks dirty state before allowing the switch.
Outcome The current edits must be resolved before the user changes list context.
Origin Mail Date
Reached from Mail Date
Source Legal\frmMailDate.aspx.vb

BR-SCR-025 Mail Date validates the mailed date through MailDateList messages

Field Value
Statement Mail Date validates mailed dates through MailDateList warning and error messages.
Trigger A user changes the mailed date on Mail Date.
Enforcement frmMailDate.aspx.vb reads validation feedback from the MailDateList collection.
Outcome Users receive validation feedback before the mail-date update is persisted.
Origin Mail Date
Reached from Mail Date
Source Legal\frmMailDate.aspx.vb

BR-SCR-026 Other Parties warns before case switch with unsaved edits

Field Value
Statement Other Parties warns before case switch with unsaved edits.
Trigger A user switches cases on Other Parties.
Enforcement frmOtherParties.aspx.vb checks dirty state before allowing the case switch.
Outcome The current edits are preserved until the user addresses the warning.
Origin Other Parties
Reached from Other Parties
Source Legal\frmOtherParties.aspx.vb

BR-SCR-027 Outcomes blocks row switching while the current outcome is dirty

Field Value
Statement Outcomes blocks row switching while the current outcome has unsaved edits.
Trigger A user switches outcome rows on Outcomes.
Enforcement frmOutcomes.aspx.vb checks dirty state before switching rows.
Outcome The user must save or abandon current edits before moving to another outcome.
Origin Outcomes
Reached from Outcomes
Source Legal\frmOutcomes.aspx.vb

BR-SCR-028 Outcomes Close Case action sets case status

Field Value
Statement Outcomes Close Case changes case status through manager logic.*
Trigger A user clicks Close Case on Outcomes.
Enforcement frmOutcomes.aspx.vb invokes Manager.CloseCase() from the close action.*
Outcome The case status is updated through the manager's close-case path.*
Origin Outcomes
Reached from Outcomes
Source Legal\frmOutcomes.aspx.vb

BR-SCR-029 Outcomes disable edit actions when no order exists or access is view-only

Field Value
Statement Outcomes disables edit actions when no order exists or the screen is view-only.
Trigger Outcomes loads current row and access state.
Enforcement frmOutcomes.aspx.vb enables or disables insert/delete actions based on outcome existence and access level.
Outcome Users cannot modify orders, staff, or issues when the screen context does not permit editing.
Origin Outcomes
Reached from Outcomes
Source Legal\frmOutcomes.aspx.vb

BR-SCR-030 Summary falls back to Recon Packet Received date when OAR Mailed date is empty

Field Value
Statement Summary falls back to Recon Packet Received when OAR Mailed is empty.
Trigger Case Summary renders mailed-date information for the current case.
Enforcement frmSummary.aspx.vb uses the recon-packet-received value when OAR mailed date is blank.
Outcome The screen still shows a usable mailed-date value when OAR mailed date is unavailable.
Origin Case Summary
Reached from Case Summary
Source Legal\frmSummary.aspx.vb

BR-SCR-031 Attorney Time Off retrieval is capped at 150 rows

Field Value
Statement Attorney Time Off retrieval is capped at 150 rows.
Trigger A user retrieves records on Attorney Time Off.
Enforcement frmTimeOff.aspx.vb limits the retrieval result size.
Outcome Oversized result sets are curtailed to 150 rows.
Origin Attorney Time Off
Reached from Attorney Time Off
Source Legal\frmTimeOff.aspx.vb

BR-SCR-032 Update Case disables save and most controls in view-only mode

Field Value
Statement Update Case disables save and most controls in view-only mode.
Trigger Update Case renders for a view-only user.
Enforcement frmUpdateCase.aspx.vb disables save and all controls except the alerts grid and case selector.
Outcome View-only users can inspect the screen but cannot edit case fields.
Origin Update Case
Reached from Update Case
Source Legal\frmUpdateCase.aspx.vb

BR-SCR-033 Update Case runs dirty and validity checks before save

Field Value
Statement Update Case runs dirty and validity checks before save.
Trigger A user saves Update Case.
Enforcement frmUpdateCase.aspx.vb checks dirty state and validation before write behavior executes.
Outcome Invalid or unchanged edits do not proceed as a normal save.
Origin Update Case
Reached from Update Case
Source Legal\frmUpdateCase.aspx.vb

Library business rules in scope

Rules defined in a library this application consumes, on a code path this application executes. Each rule keeps its canonical library rule ID; the library's own business-rules.md remains the rule's home page, and the Origin field links to it.

BR-CLM-001 Conflict-claim access restriction

Field Value
Statement A user without conflict-claim access cannot fully access a claim flagged as a worker conflict unless a security override applies.
Trigger ClaimAppManager.OnCheckSecurity() runs after claim context changes to a worker-conflict claim.
Enforcement ClaimSecurity.CheckClaim clears conflict access and ClaimAppManager.OnCheckSecurity() calls MarkNoAccess() unless CheckForSecurityOverride() succeeds.
Outcome Full claim access is denied and a confidential-claim error message is shown when the user lacks the required access.
Origin SAIF.Application.Claim — ClaimAppManager / ClaimSecurity
Reached from Search and open a legal case, Case Search
Source SAIF.Application.Claim\ClaimAppManager.vb; SAIF.Application.Claim\ClaimSecurity.vb

BR-CLM-002 Exposure-claim access restriction

Field Value
Statement A user without exposure-claim access does not retain exposure access to a claim flagged as an exposure claim.
Trigger ClaimSecurity.CheckClaim(inClaim) evaluates an exposure claim during context change.
Enforcement ClaimSecurity.CheckClaim sets m_ExposureAccess = False when inClaim.IsExposure and the user lacks exposure access.
Outcome Downstream callers see ClaimSecurity.ExposureAccess = False and must restrict exposure-related data.
Origin SAIF.Application.Claim — ClaimSecurity
Reached from Search and open a legal case
Source SAIF.Application.Claim\ClaimSecurity.vb

BR-CLM-003 Health-issue claim access restriction

Field Value
Statement A health-issue exposure claim clears health-issue access when exposure access is missing.
Trigger ClaimSecurity.CheckClaim(inClaim) evaluates a claim flagged both IsHealthIssue and IsExposure.
Enforcement ClaimSecurity.CheckClaim sets m_HealthIssueAccess = False when the user lacks exposure access.
Outcome Downstream claim consumers see health-issue access denied on that combined claim condition.
Origin SAIF.Application.Claim — ClaimSecurity
Reached from Search and open a legal case
Source SAIF.Application.Claim\ClaimSecurity.vb; SAIF.Application.Claim\ClaimUserAccess.vb

BR-CLM-004 Hostile secure claim access restriction

Field Value
Statement A user without secure-claim access does not retain secure-claim access to a claim flagged as involving a hostile worker.
Trigger ClaimSecurity.CheckClaim(inClaim) evaluates a hostile-worker claim during context change.
Enforcement ClaimSecurity.CheckClaim sets m_SecureClaimAccess = False when inClaim.IsHostileWorker and the user lacks secure-claim access.
Outcome Downstream claim consumers see secure-claim access denied for hostile-worker claim content.
Origin SAIF.Application.Claim — ClaimSecurity
Reached from Search and open a legal case
Source SAIF.Application.Claim\ClaimSecurity.vb

BR-CLM-LGL-001 Case cost date ranges must be valid

Field Value
Statement Case cost authorized date and service dates must fall within valid ranges, and the service-to date must be on or after the service-from date.
Trigger A user saves or edits a case-cost entry.
Enforcement clsCaseCost runs its authorization-date, service-date, and range-validation rules before save.
Outcome The case-cost save is blocked until the dates are valid and ordered.
Origin SAIF.Business.Claim.Legal — clsCaseCost
Reached from Capture and approve case costs, Case Cost
Tables CASE_COST
SQL DB-CLL-002, DB-CLL-003
Source SAIF.Business.Claim.Legal\LegalNet\clsCaseCost.vb

BR-CLM-LGL-002 Case cost entry requires a payee

Field Value
Statement A case cost entry must identify a payee firm or payee name.
Trigger A user saves a case-cost entry.
Enforcement clsCaseCost validates payee presence before persisting the row.
Outcome The case-cost save is blocked until a payee is supplied.
Origin SAIF.Business.Claim.Legal — clsCaseCost
Reached from Capture and approve case costs, Case Cost
Tables CASE_COST
SQL DB-CLL-002, DB-CLL-003
Source SAIF.Business.Claim.Legal\LegalNet\clsCaseCost.vb

BR-CLM-LGL-003 Case cost entry requires service code, authorizer, and canceller

Field Value
Statement A case cost entry requires a valid service code, authorizer, and, when the row is cancelled, a canceller.
Trigger A user saves a case-cost entry.
Enforcement clsCaseCost validates service-code, authorizer, and cancelled-by fields during save.
Outcome Missing required fields prevent the case-cost row from being saved.
Origin SAIF.Business.Claim.Legal — clsCaseCost
Reached from Capture and approve case costs, Case Cost
Tables CASE_COST
SQL DB-CLL-002, DB-CLL-003
Source SAIF.Business.Claim.Legal\LegalNet\clsCaseCost.vb

BR-CLM-LGL-004 Case search input must match search-type format

Field Value
Statement Case search input must match the format required by the selected search type, including required lengths and last-name requirements.
Trigger A user submits search criteria from Case Search.
Enforcement clsCaseSearchCriteria validates search-type-specific input rules before search execution.
Outcome Invalid search criteria are rejected until they match the expected format.
Origin SAIF.Business.Claim.Legal — clsCaseSearchCriteria
Reached from Search and open a legal case, Case Search
Source SAIF.Business.Claim.Legal\LegalNet\clsCaseSearchCriteria.vb

BR-CLM-LGL-011 Attorney schedule dates must be valid and non-past

Field Value
Statement An attorney schedule entry's effective and expiration dates must each be today or later, and expiration must be on or after effective.
Trigger A user saves attorney time-off or assignment schedule data.
Enforcement clsAttorneySchedule validates effective and expiration dates before save.
Outcome Past or out-of-order schedule dates are rejected.
Origin SAIF.Business.Claim.Legal — clsAttorneySchedule
Reached from Run attorney assignment and calendar review, Attorney Time Off
Tables ATTORNEY_SCHEDULE
Source SAIF.Business.Claim.Legal\TableMaint\clsAttorneyWorkerAssignment.vb

BR-CLM-LGL-023 Worker-attorney display fallback chain

Field Value
Statement Worker-attorney display falls back from attorney name to firm name to worker name when the preferred field is empty.
Trigger The application renders attorney or contact display values for case summary or related printed representations.
Enforcement clsLetterRequest.GetWorkerAttorney and summary display logic apply the fallback chain.
Outcome The UI shows a usable worker-attorney label even when preferred fields are blank.
Origin SAIF.Business.Claim.Legal — clsLetterRequest
Reached from Case Summary
Source SAIF.Business.Claim.Legal\Print\clsLetterRequest.vb; Legal\frmSummary.aspx.vb

BR-CLM-LGL-027 Case status propagates to consolidated secondary cases

Field Value
Statement Updating a primary legal-case status also updates every secondary case linked through CONSOLIDATED_CASE.
Trigger A primary case status update is persisted in the legal-case workflow.
Enforcement pk80001_legalnet.updateCaseStatus updates the primary row and its consolidated secondary rows.
Outcome Primary and secondary consolidated cases keep the same status and audit values.
Origin SAIF.Business.Claim.Legal — pk80001_legalnet.updateCaseStatus
Reached from Manage schedules, file locations, and LCEs, Outcomes
Tables LEGAL_CASE, CONSOLIDATED_CASE
Source SAIF.Business.Claim.Legal\LegalNet\clsConsolidations.vb; SAIF.Business.Claim.Legal\LegalNet\clsLegalCase.vb

BR-CLM-LGL-028 Appeal deletion cascades schedule and state cleanup

Field Value
Statement Deleting an appeal also deletes linked extension rows and schedules, recalculates hearing sequence, and repopulates related case or file-location state when needed.
Trigger A user deletes an appeal from the appeal workflow.
Enforcement pk80001_legalnet.deleteappeal performs the linked cleanup sequence.
Outcome Appeal deletion does not leave stale extension, schedule, or derived state records behind.
Origin SAIF.Business.Claim.Legal — pk80001_legalnet.deleteappeal
Reached from File and maintain appeals, Appeal
Tables APPEAL, APPEAL_EXTENSION, SCHEDULE, LEGAL_FILE_LOCATION
Source SAIF.Business.Claim.Legal\LegalNet\clsAppeal.vb; SAIF.Business.Claim.Legal\LegalNet\clsAppealCollection.vb

BR-CLM-LGL-030 Schedule retrieval includes consolidated-primary schedules for secondary cases

Field Value
Statement Schedule retrieval returns direct schedule rows for a case plus primary-case schedules when the requested case is a consolidated secondary case.
Trigger The application loads schedule data for a secondary consolidated case.
Enforcement pk80001_legalnet.getSchedule includes the secondary case's direct rows and the primary case's schedule rows.
Outcome Users viewing a secondary case can still see the primary hearing activity that governs it.
Origin SAIF.Business.Claim.Legal — pk80001_legalnet.getSchedule
Reached from Manage schedules, file locations, and LCEs, Schedule
Tables SCHEDULE, CONSOLIDATED_CASE
Source SAIF.Business.Claim.Legal\LegalNet\clsSchedule.vb; SAIF.Business.Claim.Legal\LegalNet\clsConsolidations.vb

BR-CLM-LGL-031 Mail and acknowledgement updates are type-driven

Field Value
Statement Mail-date and acknowledgement updates modify only the identifier and date columns associated with the caller's declared type.
Trigger A user saves mail-date, acknowledgement, or create-file updates.
Enforcement pk80001_legalnet.setMailDate and pk80001_legalnet.updateAcknowledged branch by request type before updating LEGAL_CASE.
Outcome OAR, recon, WCB, and DCBS workflows update only their intended columns.
Origin SAIF.Business.Claim.Legal — pk80001_legalnet.setMailDate / updateAcknowledged
Reached from Process mail dates, acknowledgements, and file creation, Mail Date, Acknowledge, Create File
Tables LEGAL_CASE
Source SAIF.Business.Claim.Legal\LegalNet\clsMailDate.vb; SAIF.Business.Claim.Legal\LegalNet\clsAcknowledge.vb; SAIF.Business.Claim.Legal\LegalNet\clsCreateFileManager.vb

BR-CLM-LGL-032 Assignment only succeeds when every blocker count is zero

Field Value
Statement Assignment succeeds only when the sum of conflict, workload, holiday, vacation, and location blocker counts is zero.
Trigger The assignment engine evaluates a candidate attorney.
Enforcement pk80005_assignment.assignIt and assignItBalanced test blocker counts before writing the assignment result.
Outcome Cases remain unassigned for that candidate when any blocker count is non-zero.
Origin SAIF.Business.Claim.Legal — pk80005_assignment
Reached from Run attorney assignment and calendar review, Assignment
Tables SCHEDULE, LEGAL_CASE
Source SAIF.Business.Claim.Legal\LegalNet\clsAssignmentProcess.vb

BR-CLM-LGL-033 Weekly load thresholds vary by attorney load percent

Field Value
Statement When weekly-load checking is enabled, attorneys below 34 percent load are capped at one hearing day, attorneys below 67 percent at two, and all others at three before load blocks assignment.
Trigger The assignment engine runs weekly-load checks for a candidate attorney.
Enforcement pk80005_assignment.assignIt applies the load-percentage threshold logic before assignment.
Outcome Lower-capacity attorneys hit load-based rejection sooner than higher-capacity attorneys.
Origin SAIF.Business.Claim.Legal — pk80005_assignment
Reached from Run attorney assignment and calendar review, Assignment
Source SAIF.Business.Claim.Legal\LegalNet\clsAssignmentProcess.vb

BR-CLM-LGL-034 Rotation assignment only targets pending unassigned hearing rows in active rotation coverage

Field Value
Statement Rotation assignment evaluates only pending, unassigned HEAR schedule rows in active rotation coverage and skips recon-issue hearings.
Trigger Rotation-based assignment processing runs.
Enforcement pk80005_assignment.assign_rotation_cases filters eligible cases, schedules, rotation rows, and request issues before assignment.
Outcome Rotation logic ignores already-assigned, out-of-scope, or recon-issue hearings.
Origin SAIF.Business.Claim.Legal — pk80005_assignment
Reached from Run attorney assignment and calendar review, Assignment
Tables LEGAL_CASE, SCHEDULE, OUT_OF_TOWN_ROTATION_ASSGN, REQUEST_ISSUE
Source SAIF.Business.Claim.Legal\LegalNet\clsAssignmentProcess.vb

BR-LGL-004 Printing a DEF letter marks the case DEF-sent

Field Value
Statement Printing a Defense Evaluation Form letter marks the case as DEF-sent as of today and clears the pending-send flag.
Trigger The schedule workflow prints a DEF letter from save processing or popup confirmation.
Enforcement clsScheduleManager.PrintDEF() sets DefSentDate, keeps SendDefFlag affirmed, and resets the internal pending flag.
Outcome The case records that a DEF letter was sent and no longer treats the same send as pending.
Origin SAIF.Application.Claim.Legal — clsScheduleManager
Reached from Manage schedules, file locations, and LCEs, Schedule
SQL SQL-001
Source SAIF.Application.Claim.Legal\LegalNet\clsScheduleManager.vb

BR-LGL-007 Hearing schedule sync to Guidewire requires an assigned attorney

Field Value
Statement A hearing schedule is synchronized to Guidewire only when an attorney is currently assigned.
Trigger Schedule or assignment processing attempts Guidewire matter synchronization for a qualifying hearing event.
Enforcement clsScheduleManager.SendDataToGw and clsAssignmentManager.SendDataToGw skip the Guidewire call when the attorney name is blank.
Outcome No Guidewire matter is created or updated for unassigned hearings.
Origin SAIF.Application.Claim.Legal — clsScheduleManager / clsAssignmentManager
Reached from Run attorney assignment and calendar review, Schedule, Assignment
Source SAIF.Application.Claim.Legal\LegalNet\clsScheduleManager.vb; SAIF.Application.Claim.Legal\LegalNet\clsAssignmentManager.vb

BR-LGL-011 Consolidation is rejected when a hearing is scheduled in the past for a Set Reset case

Field Value
Statement A consolidation change is rejected when it would consolidate a case whose most recent hearing is scheduled in the past while in Set or Reset status.
Trigger A user saves consolidation changes on Request.
Enforcement clsRequestManager.OnWrite catches the consolidation error condition and appends a user-facing error message instead of completing save.
Outcome The save returns false and the consolidation change is not applied.
Origin SAIF.Application.Claim.Legal — clsRequestManager
Reached from Manage a legal case request, Request
Source SAIF.Application.Claim.Legal\LegalNet\clsRequestManager.vb

BR-VP-002 Secure-policy AD resource gate

Field Value
Statement Access to a policy flagged with the SAIF secure-policy code requires the current security principal to hold the SAIFpolicyInfo AD resource.
Trigger clsPolicySecurity.IsPolicyValidForUser(clsPolicyData) evaluates a secure policy for the current user.
Enforcement clsPolicySecurity calls SecurityPrincipal.IsAuthorized("SAIFpolicyInfo") before allowing access.
Outcome Secure policy access is denied when the caller lacks the required AD resource.
Origin SAIF.Business.View.Policy — clsPolicySecurity
Reached from Manage a legal case request, Case Summary
Source SAIF.Business.View.Policy\clsPolicySecurity.vb

BR-VP-003 Policy validity and non-zero policy number required for access

Field Value
Statement A policy must be valid and have a non-zero policy number to be accessible.
Trigger clsPolicySecurity.IsPolicyValidForUser evaluates the current policy context.
Enforcement clsPolicySecurity denies access when IsValid is false or the policy number is zero.
Outcome Invalid or zero-number policies are not surfaced to the application as accessible policy context.
Origin SAIF.Business.View.Policy — clsPolicySecurity
Reached from Manage a legal case request, Case Summary
Source SAIF.Business.View.Policy\clsPolicySecurity.vb; SAIF.Business.View.Policy\clsPolicyData.vb

BR-VP-010 Demo-user agency agent data masking

Field Value
Statement Demo users see agency and agent names masked, except for the literal SAIF, and related contact fields are replaced with masking constants.
Trigger A demo user views agency or agent data in policy context.
Enforcement clsAgency masks agency, agent, phone, address, and email properties for demo access levels.
Outcome Agency and agent PII are not exposed to demo users.
Origin SAIF.Business.View.Policy — clsAgency
Reached from Manage a legal case request, Case Summary
Source SAIF.Business.View.Policy\clsAgency.vb

BR-VP-011 Demo-user address contact data masking

Field Value
Statement Demo users see masked policy contact, phone, email, and Officer of Notice values, and the Officer-of-Notice lookup is skipped.
Trigger A demo user views policy address or contact data in policy context.
Enforcement clsPolicyAddress replaces contact values with masking constants for demo access levels.
Outcome Policyholder contact PII is not exposed to demo users.
Origin SAIF.Business.View.Policy — clsPolicyAddress
Reached from Manage a legal case request, Case Summary
Tables BUSINESS_AFFILIATE, AFFILIATE
SQL SQL-VP-007
Source SAIF.Business.View.Policy\clsPolicyAddress.vb

Inherited business rules

No inherited business rules were included in scope for this rerun. Cached Legends results in this repository describe only generic framework behavior and do not provide application-specific inherited rule paths that can be confidently tied to this application's reachable execution paths.

Rules not reachable from this application

Rules documented in a consumed library that no application execution path reaches. Listed for completeness so a reader can distinguish "not applicable here" from "missed".

Library Rule ID Statement Reason not reachable
SAIF.Application BR-APP-001 Message accumulation suppresses empty and duplicate appended messages. A structural base-class behavior was documented in the library, but no screen, workflow, or application page in this repo traces a reachable business workflow that depends on this rule as an application-visible business rule.
SAIF.Application BR-APP-003 Resource authorization results are cached for the lifetime of a UserAccess instance. Analysis artifacts do not trace an application workflow that treats this cache behavior as a business rule reachable from a specific screen or operation.
SAIF.Application BR-APP-004 Concrete managers must implement their own retrieve and write members. This is a compile-time framework contract, not a runtime application execution-path rule reached by users of this application.
SAIF.Application.Claim BR-CLM-005 Every successful context change resets access to view-only before later evaluation. Its effect is subsumed into the application-composed access rule BR-APP-002, so it is not cataloged separately as a single-library reachable rule.
SAIF.Application.Claim BR-CLM-006 Blank or placeholder claim numbers are rejected as claim context. The current screen and operation artifacts do not trace this string-overload context-set path from a documented screen action in this application.
SAIF.Application.Claim BR-CLM-007 Claim-not-found messaging persists when claim retrieval fails. No current application workflow page or screen document traces the failure path as a reachable business rule anchor.
SAIF.Application.Claim.Legal BR-LGL-001 Legal admin users bypass conflict and exposure checks. The application catalog records the broader composed access behavior in BR-APP-001 instead of repeating this narrower branch rule separately.
SAIF.Application.Claim.Legal BR-LGL-002 Worker-conflict claims require conflict and exposure access. The application catalog records the broader composed confidential-claim gating rule in BR-APP-001.
SAIF.Application.Claim.Legal BR-LGL-003 Exposure-flagged claims require exposure access. The application catalog records the broader composed confidential-claim gating rule in BR-APP-001.
SAIF.Application.Claim.Legal BR-LGL-005 Non-production DEF email reminders are redirected to the current user. Its effect is captured as part of the cross-library application rule BR-APP-004.
SAIF.Application.Claim.Legal BR-LGL-006 Assignment batch processing runs in testing mode outside Production. Its effect is captured as part of the cross-library application rule BR-APP-004.
SAIF.Application.Claim.Legal BR-LGL-008 Guidewire and WCD integration failures never fail the case save. Its effect is captured as part of the cross-library application rule BR-APP-006.
SAIF.Application.Claim.Legal BR-LGL-009 Worker-attorney firm change creates a system audit case note. No application workflow or screen artifact explicitly traces this save branch as a distinct reached-from rule.
SAIF.Application.Claim.Legal BR-LGL-010 Worker attorney change creates a system audit case note. No application workflow or screen artifact explicitly traces this save branch as a distinct reached-from rule.
SAIF.Application.Claim.Legal BR-LGL-012 Secondary consolidated cases mirror primary-case state. Its effect is captured as part of the cross-library application rule BR-APP-003.
SAIF.Application.Claim.Legal BR-LGL-013 Case note deletion is restricted by role and note origin. Its effect is captured as part of the cross-library application rule BR-APP-005.
SAIF.Application.Claim.Legal BR-LGL-014 Case note view and update access are restricted by security key. Its effect is captured as part of the cross-library application rule BR-APP-005.
SAIF.Application.Claim.Legal BR-LGL-015 Hearing locations cannot be deleted while in use. No documented screen or workflow in docs/application or docs/screens reaches hearing-location maintenance in this application.
SAIF.Application.Claim.Legal BR-LGL-016 Legal people cannot be deleted while in use. No documented screen or workflow in docs/application or docs/screens reaches legal-person maintenance in this application.
SAIF.Application.Claim.Legal BR-LGL-017 Schedule rows can be deleted only while Cancelled. The current Schedule screen document records only admin gating for delete and does not trace this manager-level cancelled-status rule as a reached path.
SAIF.Application.Claim.Legal BR-LGL-018 Letter requests use a database sequence and server timestamp. This is an implementation detail of letter-request persistence rather than a user-facing application rule separately traced in current application workflows.
SAIF.Application.Claim.Legal BR-LGL-019 Manager email lookup falls back from assigned attorney to outside counsel. The current application artifacts do not trace the email-recipient fallback branch as a distinct reachable rule.
SAIF.Application.Claim.Legal BR-LGL-020 Header case number prefers WCB, then DCBS, then OWCP, OALJ, and BRB. No current application workflow or screen doc cites this header-formatting branch as a distinct reached-from rule.
SAIF.Application.Claim.Legal BR-LGL-021 Header attorney display prefers appeal attorney, then hearing attorney, then outside counsel. No current application workflow or screen doc cites this header-formatting branch as a distinct reached-from rule.
SAIF.Application.Claim.Legal BR-LGL-022 Header hearing date uses the latest hearing and consolidation context. No current application workflow or screen doc cites this header-formatting branch as a distinct reached-from rule.
SAIF.Business.Claim.Legal BR-CLM-LGL-005 Non-single-row CRUD results are treated as failures. This persistence guard is cross-cutting plumbing and is not traced as a distinct application business rule in current screen and workflow artifacts.
SAIF.Business.Claim.Legal BR-CLM-LGL-006 Attorney policy assignment requires a valid policy. No documented screen or workflow in this application reaches attorney-policy-assignment maintenance.
SAIF.Business.Claim.Legal BR-CLM-LGL-007 Attorney policy assignment requires a primary attorney. No documented screen or workflow in this application reaches attorney-policy-assignment maintenance.
SAIF.Business.Claim.Legal BR-CLM-LGL-008 Attorney profiles require attorney, type, and a valid date range. No documented screen or workflow in this application reaches attorney-profile maintenance.
SAIF.Business.Claim.Legal BR-CLM-LGL-009 Duplicate attorney profile rows are rejected. No documented screen or workflow in this application reaches attorney-profile maintenance.
SAIF.Business.Claim.Legal BR-CLM-LGL-010 Attorney schedule entries require attorney, reason, and duration. The application's time-off screen only documents the date-range rule; current artifacts do not trace the required-code rule as a reachable path on that screen.
SAIF.Business.Claim.Legal BR-CLM-LGL-012 Hearing locations require valid code, name, state, and city. No documented screen or workflow in this application reaches hearing-location maintenance.
SAIF.Business.Claim.Legal BR-CLM-LGL-013 Hearing locations cannot be deleted while referenced. No documented screen or workflow in this application reaches hearing-location maintenance.
SAIF.Business.Claim.Legal BR-CLM-LGL-014 Legal-person records require last and first name. No documented screen or workflow in this application reaches legal-person maintenance.
SAIF.Business.Claim.Legal BR-CLM-LGL-015 Legal people cannot be deleted while referenced. No documented screen or workflow in this application reaches legal-person maintenance.
SAIF.Business.Claim.Legal BR-CLM-LGL-016 Legal-person-type links require person and type code. No documented screen or workflow in this application reaches legal-person-type maintenance.
SAIF.Business.Claim.Legal BR-CLM-LGL-017 Other-firm state and city values must be valid. The Other Parties screen artifacts do not document this validation path as a distinct reached-from rule.
SAIF.Business.Claim.Legal BR-CLM-LGL-018 Out-of-town rotation assignment dates must be valid and non-past. No documented screen or workflow in this application reaches out-of-town rotation maintenance.
SAIF.Business.Claim.Legal BR-CLM-LGL-019 File-location assignee lookup falls back to Bad data on failure.* Current screen and workflow artifacts do not document this fallback branch as a distinct reached-from rule.
SAIF.Business.Claim.Legal BR-CLM-LGL-020 Letter hearing date renders empty rather than a default value. The current application artifacts do not trace this letter-formatting branch as a distinct rule.
SAIF.Business.Claim.Legal BR-CLM-LGL-021 Policy short names are truncated and special-cased for STATE OF OREGON. The current application artifacts do not trace this letter-formatting branch as a distinct rule.
SAIF.Business.Claim.Legal BR-CLM-LGL-022 State-entity letters override the attorney title. The current application artifacts do not trace this letter-formatting branch as a distinct rule.
SAIF.Business.Claim.Legal BR-CLM-LGL-024 Attorney schedule suppresses non-production Exchange sync. Its environment-driven effect is rolled into BR-APP-004.
SAIF.Business.Claim.Legal BR-CLM-LGL-025 Consolidation and schedule behavior differs outside Production.* Its environment-driven effect is rolled into BR-APP-004.
SAIF.Business.Claim.Legal BR-CLM-LGL-026 Legal case search falls through WCB, DCBS, OWCP, OALJ, BRB, and appeal-number paths. The screen and operation artifacts document format validation and search execution, but not this lower-level identifier fallback sequence as a distinct rule.
SAIF.Business.Claim.Legal BR-CLM-LGL-029 Hearing-sequence recalculation prefers consolidated HEAR, then direct HEAR, then other hearing-like schedules. The current application artifacts do not trace this recalculation branch as a distinct reached-from rule.
SAIF.Business.Claim.Legal BR-CLM-LGL-035 Conflict and load helper functions treat missing data as zero blockers. The current application artifacts do not trace this helper behavior as a distinct rule separate from assignment success logic.
SAIF.Business.Claim.Legal BR-CLM-LGL-036 Calendar review filters to active attorney profiles and requested coverage locations. The Calendar Review screen has no Business rules section, and the workflow artifacts do not isolate this branch as a distinct reachable rule.
SAIF.Business.Claim.Legal BR-CLM-LGL-037 Assignment-result reporting keeps only the latest result per case in scope. The current assignment screen and workflow artifacts do not document this reporting behavior as a distinct rule.
SAIF.Business.Policy BR-POL-001 Neutral value is returned for non-applicable rate factors. No documented application workflow reaches policy rating or premium-calculation behavior.
SAIF.Business.Policy BR-POL-002 Missing qualifying class minimums fall back to manual class 8810. No documented application workflow reaches policy rating or minimum-premium behavior.
SAIF.Business.Policy BR-POL-003 Older voluntary policies use a fixed minimum premium. No documented application workflow reaches policy premium-calculation behavior.
SAIF.Business.Policy BR-POL-004 Combined voluntary minimums prefer the highest explicit class minimum. No documented application workflow reaches policy premium-calculation behavior.
SAIF.Business.Policy BR-POL-005 ARP minimums use ARP-specific expense-constant logic. No documented application workflow reaches policy premium-calculation behavior.
SAIF.Business.Policy BR-POL-006 Submission ownership comes from the status-code ownership flag. No documented application workflow reaches submission-ownership derivation.
SAIF.Business.Policy BR-POL-007 Missing ownership lookups default to WCIS. No documented application workflow reaches submission-ownership derivation.
SAIF.Business.Policy BR-POL-008 PMS status is limited to PA, PC, and PP. No documented application workflow reaches PMS status derivation.
SAIF.Business.Utilities BR-UTIL-001 Blank or null input is passed through unchanged. No documented application workflow or screen artifact identifies title-casing helpers as a reached business-rule path.
SAIF.Business.Utilities BR-UTIL-002 Mixed-case tokens are left untouched. No documented application workflow or screen artifact identifies title-casing helpers as a reached business-rule path.
SAIF.Business.Utilities BR-UTIL-003 Known all-caps abbreviations stay upper case. No documented application workflow or screen artifact identifies title-casing helpers as a reached business-rule path.
SAIF.Business.Utilities BR-UTIL-004 Known connector words stay lower case. No documented application workflow or screen artifact identifies title-casing helpers as a reached business-rule path.
SAIF.Business.Utilities BR-UTIL-005 Known mixed-case exception words are normalized. No documented application workflow or screen artifact identifies title-casing helpers as a reached business-rule path.
SAIF.Business.Utilities BR-UTIL-006 Ordinal number suffixes are lower-cased. No documented application workflow or screen artifact identifies title-casing helpers as a reached business-rule path.
SAIF.Business.Utilities BR-UTIL-007 Mc/O'-style prefixes get a second inner capital. No documented application workflow or screen artifact identifies title-casing helpers as a reached business-rule path.
SAIF.Business.Utilities BR-UTIL-008 Possessive 's suffix is preserved in original case. No documented application workflow or screen artifact identifies title-casing helpers as a reached business-rule path.
SAIF.Business.Utilities BR-UTIL-009 First output character is forced to upper case. No documented application workflow or screen artifact identifies title-casing helpers as a reached business-rule path.
SAIF.Business.Utilities BR-UTIL-010 NumberToText enforces an upper bound. No documented application workflow or screen artifact identifies number-to-text helpers as a reached business-rule path.
SAIF.Business.Utilities BR-UTIL-011 Zero renders as an empty string. No documented application workflow or screen artifact identifies number-to-text helpers as a reached business-rule path.
SAIF.Business.View.Policy BR-VP-001 Policy numbers must be greater than zero. Its effect is subsumed into BR-VP-003, which is the traced application entry point.
SAIF.Business.View.Policy BR-VP-004 Internal staff user types are always granted access to non-SAIF-secured policies. Current application artifacts document policy gating and masking but do not isolate user-type branch rules as distinct reached-from rules.
SAIF.Business.View.Policy BR-VP-005 Agents may access policies only when ownership matches. Current application artifacts do not isolate this user-type branch as a distinct reached-from rule.
SAIF.Business.View.Policy BR-VP-006 Policyholders may access only their own or parent-affiliated policies. Current application artifacts do not isolate this user-type branch as a distinct reached-from rule.
SAIF.Business.View.Policy BR-VP-007 Group users require policy-in-group membership. Current application artifacts do not isolate this user-type branch as a distinct reached-from rule.
SAIF.Business.View.Policy BR-VP-008 Loss-control consultants require team-assignment match. Current application artifacts do not isolate this user-type branch as a distinct reached-from rule.
SAIF.Business.View.Policy BR-VP-009 Fee auditors require a matching policy audit record. Current application artifacts do not isolate this user-type branch as a distinct reached-from rule.
SAIF.Business.View.Policy BR-VP-012 Team-assignment masking preserves the real username for authorization. Current application artifacts do not trace team-assignment display or authorization as a distinct reachable path.
SAIF.Business.View.Policy BR-VP-013 Affiliated-policy collections filter by agent and agency when requested. No documented application workflow reaches affiliated-policy list behavior.
SAIF.Business.View.Policy BR-VP-014 Non-employer account numbers must be non-zero. No documented application workflow reaches non-employer-account behavior.
SAIF.Business.View.Policy BR-VP-015 Specific and current limit requests prefer policy-period employer-liability rows. No documented application workflow reaches policy-limit retrieval behavior.
SAIF.Business.View.Policy BR-VP-016 Limit retrieval falls back to standard factor rows. No documented application workflow reaches policy-limit retrieval behavior.
SAIF.Business.View.Policy BR-VP-017 Future and historical lookups use policy-period effective context. No documented application workflow reaches policy-limit retrieval behavior.
SAIF.Business.View.Policy BR-VP-018 Gap detection ignores flat-cancel and prospect periods. No documented application workflow reaches gap-detection behavior.
SAIF.Business.View.Policy BR-VP-019 Assigned-risk policy periods mask risk-type and plan data until info-page print. No documented application workflow reaches policy-period detail retrieval behavior.
SAIF.Business.View.Policy BR-VP-020 Claim-address requests may fall back to policy address. No documented application workflow reaches claim-address retrieval behavior as a distinct rule.
SAIF.Business.View.Policy BR-VP-021 Address retrieval prefers current contacts and latest effective location rows. No documented application workflow reaches this address-selection behavior as a distinct rule.
SAIF.Business.View.Policy BR-VP-022 Affiliate-type classification follows a fixed hierarchy. No documented application workflow reaches affiliate-type resolution behavior.
SAIF.Business.View.Policy BR-VP-023 Parent-policy resolution depends on affiliate type. No documented application workflow reaches parent-policy resolution behavior.
SAIF.Business.View.Policy BR-VP-024 Affiliate totals are optional and vary by affiliation family. No documented application workflow reaches affiliate-list totals behavior.
SAIF.Business.View.Policy BR-VP-025 Wrap-up legal-name lookup climbs through relationship and rate-account parents. No documented application workflow reaches wrap-up legal-name lookup behavior.
SAIF.Business.View.Policy BR-VP-026 Policy header retrieval normalizes null financial amounts to zero. No documented application workflow reaches this financial-field normalization as a distinct rule.
SAIF.Business.View.Policy BR-VP-027 Account-name lookup ranks active and parent policies first. No documented application workflow reaches account-name lookup behavior.
SAIF.Business.View.Policy BR-VP-028 Policy waiver count equals matching waiver-detail row count. No documented application workflow reaches waiver-count behavior.
SAIF.Business.View.Policy BR-VP-029 Pending-cancel policies derive only the Demanded status. No documented application workflow reaches cancellation-status derivation behavior.
SAIF.Business.View.Policy BR-VP-030 Cancelled policies use a fixed derived-status precedence order. No documented application workflow reaches cancellation-status derivation behavior.
SAIF.Business.View.Policy BR-VP-031 Defaulted and Demanded statuses come from policy-demand response codes. No documented application workflow reaches cancellation-status derivation behavior.
SAIF.Business.View.Policy BR-VP-032 Application policies return saifQuote only when WCIS does not own the submission. No documented application workflow reaches cancellation-status derivation behavior.
SAIF.Business.View.Policy BR-VP-033 Information-page status is returned as Y or N. No documented application workflow reaches information-page status behavior.
SAIF.Business.View.Policy BR-VP-034 Bound-policy status is returned as Y or N. No documented application workflow reaches bound-policy status behavior.
SAIF.Business.View.Policy BR-VP-035 External-client email lookup requires trimmed case-insensitive ID and last-name matches. No documented application workflow reaches external-client lookup behavior.
SAIF.Business.View.Policy BR-VP-036 External-client lookup returns null when no contractor row is found. No documented application workflow reaches external-client lookup behavior.
SAIF.Business.View.Policy BR-VP-037 Group policy-list retrieval chooses one branch from the input key. No documented application workflow reaches group-policy-list behavior.
SAIF.Business.View.Policy BR-VP-038 Group policy-list retrieval keeps only active or still-effective memberships. No documented application workflow reaches group-policy-list behavior.
SAIF.Business.View.Policy BR-VP-039 Safety-consultant book retrieval supports exact and wildcard mail IDs. No documented application workflow reaches safety-consultant book behavior.
SAIF.Business.View.Policy BR-VP-040 Safety-consultant book excludes flat-cancel and inactive policies. No documented application workflow reaches safety-consultant book behavior.
SAIF.Business.View.Policy BR-VP-041 External-client lookup returns the latest active non-test registrant match. No documented application workflow reaches external-client lookup behavior.
SAIF.Business.View.Policy BR-VP-042 Current-certificate flags require a spanning certificate-detail row. No documented application workflow reaches certificate-detail behavior.
SAIF.Business.View.Policy BR-VP-043 Viewable-rate flags require rate-account ownership. No documented application workflow reaches rate-visibility behavior.
SAIF.Business.View.Policy BR-VP-044 Closed policies are limited to the last five years. No documented application workflow reaches this policy-history behavior.
SAIF.Business.View.Policy BR-VP-045 Pending-cancel flags are derived from the base policy status code. No documented application workflow reaches this policy-status behavior.
SAIF.Business.View.Policy BR-VP-046 Policy-in-group membership chooses a parent, group, or chapter query path. No documented application workflow reaches policy-in-group behavior.
SAIF.Business.View.Policy BR-VP-047 Ordinary group-key detection excludes parent-group rows. No documented application workflow reaches group-key-detection behavior.
SAIF.Business.View.Policy BR-VP-048 Policy-in-group returns membership as a count and applies chapter filtering only in one branch. No documented application workflow reaches policy-in-group behavior.
SAIF.Presentation.Web.Controls.PopUps.Infragistics111 BR-POPUP-001 Claim Activity notes require category and type selection before confirmation. No documented application screen or workflow in this repo reaches the Claim Activity popup.
SAIF.Presentation.Web.Controls.PopUps.Infragistics111 BR-POPUP-002 Claim Activity auto-derives the External View flag from the selected category. No documented application screen or workflow in this repo reaches the Claim Activity popup.
SAIF.Presentation.Web.Controls.PopUps.Infragistics111 BR-POPUP-003 Notify entries require a Notify ID and valid non-past Notify Date. No documented application screen or workflow in this repo reaches the Notify popup.
SAIF.Presentation.Web.Controls.PopUps.Infragistics111 BR-POPUP-004 TODO diary tasks require a valid Mail ID when supplied or required. No documented application screen or workflow in this repo reaches the TODO popup.
SAIF.Presentation.Web.Controls.PopUps.Infragistics111 BR-POPUP-005 RequiredTask diary tasks allow acknowledgement only. No documented application screen or workflow in this repo reaches the TODO popup.
SAIF.Presentation.Web.Controls.PopUps.Infragistics111 BR-IMG-001 Image popup shows Confidential when the caller cannot view the claim. No current screen or workflow artifact documents the image-move popup as a reachable application path.
SAIF.Presentation.Web.Controls.PopUps.Infragistics111 BR-IMG-002 Conflict-claim visibility requires the ConflictClaim AD resource. No current screen or workflow artifact documents the image-move popup as a reachable application path.
SAIF.Presentation.Web.Controls.PopUps.Infragistics111 BR-IMG-003 Exposure, collateral-health, and hostile-worker claim visibility each require distinct AD resources. No current screen or workflow artifact documents the image-move popup as a reachable application path.
SAIF.Presentation.Web.Controls.PopUps.Infragistics111 BR-IMG-004 Claim security checks run only for SAIF-domain callers. No current screen or workflow artifact documents the image-move popup as a reachable application path.
SAIF.Presentation.Web.Controls.PopUps.Infragistics111 BR-IMG-005 Certain system mailboxes are always allowed to receive image alerts. No current screen or workflow artifact documents the image-move popup as a reachable application path.
SAIF.Presentation.Web.Controls.PopUps.Infragistics111 BR-IMG-006 Image access uses different authorization sources for the current user and delegated users. No current screen or workflow artifact documents the image-move popup as a reachable application path.
SAIF.Services.Appworx BR-APX-001 Optional Appworx arguments are omitted when empty. This is an Appworx submission helper behavior, not a distinct application rule traced from a user-facing workflow.
SAIF.Services.Appworx BR-APX-002 Appworx submission failures are wrapped and rethrown. Current application workflows mention Appworx submission but do not trace this error-handling branch as a distinct rule.
SAIF.Services.Appworx BR-APX-003 Non-production Appworx target overrides may be applied. Current application workflows mention Appworx submission but do not trace this environment branch as a distinct rule.
SAIF.Services.Appworx BR-APX-004 Unspecified Appworx arguments remain unset in the shared overload. This is a method-overload behavior, not a distinct application rule traced from a user-facing workflow.
SAIF.Services.Imaging.Import BR-IMG-001 Unset date values serialize as blank. No documented application workflow reaches imaging-import serialization behavior.
SAIF.Services.Imaging.Import BR-IMG-002 Non-positive numeric defaults serialize as blank. No documented application workflow reaches imaging-import serialization behavior.

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

Sources

  • Legal\frmAcknowledge.aspx.vb
  • Legal\frmAppeal.aspx
  • Legal\frmAppeal.aspx.vb
  • Legal\frmAssignment.aspx.vb
  • Legal\frmCaseCost.aspx.vb
  • Legal\frmCaseSearch.aspx
  • Legal\frmCreateFile.aspx.vb
  • Legal\frmMailDate.aspx.vb
  • Legal\frmOtherParties.aspx.vb
  • Legal\frmOutcomes.aspx.vb
  • Legal\frmRequest.aspx.vb
  • Legal\frmSchedule.aspx.vb
  • Legal\frmSummary.aspx.vb
  • Legal\frmTimeOff.aspx.vb
  • Legal\frmUpdateCase.aspx.vb
  • Legal\Scripts\Appeal.js
  • Legal\Scripts\CaseSearch.js
  • SAIF.Application\AppManagerBase.vb
  • SAIF.Application.Claim\ClaimAppManager.vb
  • SAIF.Application.Claim\ClaimSecurity.vb
  • SAIF.Application.Claim\ClaimUserAccess.vb
  • SAIF.Application.Claim.Legal\LegalManagerBase.vb
  • SAIF.Application.Claim.Legal\LegalNet\clsAssignmentManager.vb
  • SAIF.Application.Claim.Legal\LegalNet\clsCaseNotesManager.vb
  • SAIF.Application.Claim.Legal\LegalNet\clsRequestManager.vb
  • SAIF.Application.Claim.Legal\LegalNet\clsScheduleManager.vb
  • SAIF.Business.Claim.Legal\LegalNet\clsAssignmentProcess.vb
  • SAIF.Business.Claim.Legal\LegalNet\clsCaseCost.vb
  • SAIF.Business.Claim.Legal\LegalNet\clsCaseSearchCriteria.vb
  • SAIF.Business.Claim.Legal\LegalNet\clsConsolidations.vb
  • SAIF.Business.Claim.Legal\LegalNet\clsCreateFileManager.vb
  • SAIF.Business.Claim.Legal\LegalNet\clsMailDate.vb
  • SAIF.Business.Claim.Legal\LegalNet\clsSchedule.vb
  • SAIF.Business.Claim.Legal\LegalNet\clsLegalCase.vb
  • SAIF.Business.Claim.Legal\Print\clsLetterRequest.vb
  • SAIF.Business.Claim.Legal\TableMaint\clsAttorneyWorkerAssignment.vb
  • SAIF.Business.View.Policy\clsAgency.vb
  • SAIF.Business.View.Policy\clsPolicyAddress.vb
  • SAIF.Business.View.Policy\clsPolicyData.vb
  • SAIF.Business.View.Policy\clsPolicySecurity.vb
  • SAIF.Presentation.Web.Controls.PopUps.Infragistics111\ImageMovePopup.vb