Attorney assignment batch¶

Runs the Oracle-side attorney assignment procedure, resolves results, updates file locations and LCE records, sends notifications, and syncs Outlook/Exchange calendars.

Field	Value
Operation ID	attorney-assignment-batch
Trigger	A scheduled or manual batch run starts the attorney assignment process
Inputs	Assignment run parameters
Outputs	Assignment results, notifications, calendar updates
Primary components	`clsAssignmentProcess.RunAssignmentProcess`, `clsAssignmentProcess.GetAssignmentResults`
Entry point	`SAIF.Business.Claim.Legal\LegalNet\clsAssignmentProcess.vb`

Steps¶

RunAssignmentProcess() first calls GetMaxSeq(), which executes select pk80005_assignment.max_result_seq from dual to capture the current MAX(assignment_result_seq_num) from assignment_result as a watermark (pk80005_assignment.max_result_seq) — necessary because run_assignment writes new rows into the same table and the .NET caller has no other way to detect which rows are new. It then invokes pk80005_ASSIGNMENT.run_assignment as a parameterless stored procedure call (no arguments are passed from the VB.NET side). Internally, run_assignment is the package's top-level driver: it sequentially runs assign_by_employer, assign_dcbs_cases, assign_recon_cases, assign_rotation_cases, assign_same, assign_health_issue_cases, assign_wrkr_conflict_cases, assign_critical_claim_cases, assign_portland_cases, assign_remaining_cases, and previously_assigned over PENDA-status legal cases with unassigned SET/RESET hearings (pk80005_assignment operations). Each of these procedures cursors over its candidate cases and calls the shared assignIt/assignItBalanced functions to evaluate a candidate attorney against the package's conflict-of-interest and workload rules — employer, adjuster, ALJ, opposing-representation, rotation, calendar, long-leave, location, and weekly-caseload checks (BR-PKG2-001 through BR-PKG2-009). Every evaluation is recorded via insert_results with a CA/CAC result code for a completed assignment or an NA* code identifying the specific blocking reason (BR-PKG2-011, BR-PKG2-012), and updateSchedule persists the winning attorney back onto the case's schedule row for successful assignments. Determining whether a result is CA vs. CAC (vs. an NA* blocking code) is therefore performed entirely inside run_assignment, not by the VB.NET caller — the .NET side only reacts to the result code after the fact (BR-ASG-001).
GetAssignmentResults() re-reads MaxSeq via GetMaxSeq() a second time, giving the caller a before/after bracket around the run_assignment call so clsAssignmentResults.GetAssignmentResults and clsAssignmentDetail.GetAssignmentDetail can filter pk80005_assignment.get_results / get_assign_results to only the rows created since the batch started (via each cursor's in_num watermark parameter), then loads clsAssignmentResultCollection and clsResultDetailCollection for the "ASSIGN" action on the current date.
updateFileLocation() and updateLCE() apply file-location and legal-case-evaluation updates for each assignment result, branching by result code (BR-ASG-002).
SendNotifications() sends adjuster/attorney e-mail notifications for the batch's results.
updateOutlook("ASSIGN", MaxSeq, "LegalNet") syncs Outlook/Exchange calendar appointments for assigned attorneys; non-production environments redirect these operations to test mailboxes.

Process flow¶

The following diagram visualizes this operation's control flow, including the assignment/conflict logic that executes inside run_assignment (subgraph) rather than in the VB.NET caller.

flowchart TD
    Start(["Start assignment<br>batch"]) --> MaxSeq1["GetMaxSeq<br>watermark before"]
    MaxSeq1 --> RunProc

    subgraph RunProc["pk80005_assignment.run_assignment (Oracle)"]
        direction TB
        AssignDrivers["assign_by_employer, assign_dcbs_cases,<br>assign_recon_cases, assign_rotation_cases,<br>assign_same, assign_health_issue_cases,<br>assign_wrkr_conflict_cases,<br>assign_critical_claim_cases,<br>assign_portland_cases,<br>assign_remaining_cases,<br>previously_assigned"] --> AssignIt["assignIt /<br>assignItBalanced:<br>conflict + workload checks"]
        AssignIt --> InsertResults["insert_results:<br>CA/CAC or NA* code"]
        InsertResults --> UpdateSched["updateSchedule<br>(on CA/CAC)"]
    end

    RunProc --> MaxSeq2["GetMaxSeq<br>watermark after"]
    MaxSeq2 --> GetResults["GetAssignmentResults<br>(rows since watermark)"]
    GetResults --> Decision{"Result code?"}
    Decision -->|CA| UpdateFL["updateFileLocation +<br>updateLCE"]
    Decision -->|CAC| UpdateFLConflict["updateFileLocation +<br>updateLCE + conflict<br>notification"]
    Decision -->|NA*| Skip["No downstream<br>update"]
    UpdateFL --> SendNotif["SendNotifications"]
    UpdateFLConflict --> SendNotif
    SendNotif --> UpdateOutlook["updateOutlook ASSIGN"]
    UpdateOutlook --> End(["End"])

Failure and edge-case behavior¶

Non-production environments (GetApplicationEnvironment() <> ApplicationEnvironment.Prod) redirect calendar/mailbox operations to test mailboxes rather than real attorney mailboxes.*

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

Sources¶

SAIF.Business.Claim.Legal\LegalNet\clsAssignmentProcess.vb

Attorney assignment batch¶

Steps¶

Process flow¶

Failure and edge-case behavior¶

Related documentation¶

Sources¶