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Search and open a legal case

This workflow searches for a legal case, establishes claim context, applies confidential-claim security, and loads the legal case aggregate for downstream screens.

Field Value
Operation ID OP-APP-001
Trigger User submits a search on frmCaseSearch
Libraries involved SAIF.Application.Claim.Legal, SAIF.Application.Claim, SAIF.Business.Claim.Legal, SAIF.Business.View.Policy
Screens frmCaseSearch
Inputs Search mode and search criteria (claim number, case number, WCB number, or party name)
Outputs Loaded clsLegalCase / clsLegalData for the selected case; established claim and policy context for downstream screens

Steps

  1. clsCaseSearchManager renders frmCaseSearch, validates the selected search mode, and requests search results — owned by SAIF.Application.Claim.Legal.
  2. SAIF.Business.Claim.Legal executes the case-search retrieval path through clsCaseSearchCriteria, clsCaseSearchResult, or clsFindCase and returns matching cases.
  3. ClaimAppManager establishes claim context — owned by SAIF.Application.Claim:
  4. Loads ClaimData and applies claim-level security (BR-APP-001).
  5. On a confidential claim (IsWorkerConflict or IsExposure) without the required LNConflict/LNExposure resource or override, access is denied and the search result is not opened.
  6. LegalManagerBase sets the current legal case, loads clsLegalCase, and loads the legal header data object clsLegalData — owned by SAIF.Application.Claim.Legal (LegalManagerBase.SetCurrentCase).
  7. OnCheckSecurity()/OnRetrieve() applies the default-restricted-access rule (BR-APP-002): the screen defaults to view-only or no-access until the role check explicitly grants an update role.
  8. SAIF.Business.View.Policy supplies policy and agency context for downstream summary, request, and case-cost screens once the case is opened.

Process flow

The following diagram visualizes this workflow across components.

flowchart TD
    Start([User submits case search]) --> S1[clsCaseSearchManager validates search mode]
    S1 --> S2[SAIF.Business.Claim.Legal executes case-search retrieval]
    S2 --> D{Claim confidential flags set?}
    D -->|Yes, no resource/override| EndErr([Access denied - confidential claim])
    D -->|No, or resource granted| S3[ClaimAppManager establishes claim context]
    S3 --> S4[LegalManagerBase loads clsLegalCase and clsLegalData]
    S4 --> S5[SAIF.Business.View.Policy supplies policy context]
    S5 --> EndOk([Case opened for downstream screens])

Failure and edge-case behavior

  • Confidential claim access denial: if the underlying claim is flagged IsWorkerConflict or IsExposure and the user lacks the applicable AD resource and any security override fails, the case does not open and a confidential-access error message is displayed (BR-APP-001).
  • No matching search results: clsCaseSearchResult returns an empty result set and the screen remains on the search form.

Sources

  • SAIF.Application.Claim.Legal/LegalNet/clsCaseSearchManager.vb
  • SAIF.Application.Claim.Legal/LegalManagerBase.vb
  • SAIF.Application.Claim/ClaimAppManager.vb