IVAIVE INTERFACE WITH CSE

1
IV-A/IV-E INTERFACE WITH CSE

• A Production Perspective
• CSDA Training Conference - September 2007

2
Introductions and Agenda

• Introductions
• Agenda
• Quick Overview of CCSAS/SAWS Exchange
• Things to Consider for LCSA Planning
• Key Terms
• LIV Local Interface Validation
• IVA Cash/MediCAL/KinGAP/etc.
• IVE Foster Care

3
CCSAS/SAWS Interface - SAWS

• Triggers to send information to child support
  minor changes
• Logic for the assigned arrears recoupment
  hierarchy big change
• Consistency, completeness and accuracy of data
  entry at county IVA/IVE more critical now

4
CCSAS/SAWS Interface - CSE

• Aid paid
• Updated daily, as received (variances still exist
  in how IVA/IVE systems send)
• Stored on IVA/IVE cases, even if there is not a
  linked IVD case
• Person Matching seven steps to a handshake on
  new IDs

5
CCSAS/SAWS Interface - CSE

• Service Requests
• Built in the federal IVD case construct when
• PA Case is new to CSE
• One or more people dont automatically match
• Covers all forms 2.1q, 2.1NA, 371, 51
• No direct relationship between the form and a
  Service Request
• Aid History Updates clean, complex and just
  plain ugly

6
CCSAS/SAWS Interface - CSE

• Good cause
• Under policy evaluationbut when received, CSE
  will stop IVD activities
• Other participant updates
• If auto-matched update occurs
• If matched in Service Request update occurs
  after service request
• Good CSE demographic data is not overwritten or
  replaced by IVA/IVE

7
CCSAS/SAWS Interface - CSE

• Assistance Status very complex rules and
  display
• Distribution uses the assistance status rules

8
CCSAS/SAWS Interface - CSE

• Account Rolling
• Accounts roll when aid status of the children is
  ALL ON or ALL OFF but not mixed
• Balance Regeneration
• System-initiated AND worker-initiated
• Re-evaluates financial history with new past,
  present and future data

9
Things to Consider

• Two sets of feedback
• Pre-cutover
• Post-cutover
• Symbols that cross both sets
• Data cleanup or synchronization
• Points that require caution or additional
  thinking beyond interface SMEs
• Information about CSE functions

10
Things to Consider Pre-Cutover

• Three top discussion points
• Dedicate attention to IVA data conversion mapping
  and clean-up
• Involve county IVA/IVE in planning ASAP
• Broaden involvement beyond current interface SMEs
  to plan for life on CSE

11
Pre-Cutover

• CASES reports and priorities
• Key clean-up reports available NOW
• DAXZ054 Open Permanent Current Support Accounts
  tied to Inactive DSS Cases only run at
  beginning of month
• DAXEZ892 Aid Code not on CSR
• DAXUF482 IVA Case Active, but no Participants
  are Active
• DAXUR570 DSS Cases with Blank Payee ID 4
  reports
• DAXZ1122 UAP Associated with Non-Recoupable Aid
  Code
• DAXZ1403 List of all Inactive Cash DSS Cases
  and Members with Active Cash Participation Code
• DAXZ1941 Par ID on DSS twice with mult Person
  Numbers
• DAXZ2383 Active DSS Cases with no Children
  Participants
• Additional Priorities
• Verify bottom half of DSS has records for all
  participants known to be associated with the PA
  Case (CPs, DPs and NCPs)

12
Pre-Cutover

• CCSAS Business Partner reports and priorities
• Key reports available after each LCSA begins the
  CSE Roadmap
• R0078 PAR on DSS twice w/multiple person
  numbers
• R0157 Current Acct is NA or FA but child is
  active on cash aid
• R0184 Current Acct is CA but child has
  discontinued from cash aid
• R0287 IV-A case is recoupable but participant
  aid history does not support this
• R0322 - No aid history converts to support UAP
• Additional priorities
• Data validation scripts and progress reports

13
Pre-Cutover

• County IVA/IVE Involvement
• Begin communications with your local IVA/IVE
  office as soon as possible
• Invite them to LIV activities
• Kickoff
• Business process and key differences meetings
• Hands-on validation activities (scripted and
  unscripted)
• Keep the dialogue going after LIV

14
Pre-Cutover

• Business process planning
• Forget everything you know about the interface
  in your LCSA
• Involve more than just your interface SMEs in
  planning and process design
• Service Requests are more than just referrals
• IVA updates impact financials significantly
• Statewide-ness will broaden associations between
  people and cases
• Establish patterns of communication with county
  IVA/IVE to solve data problems in both systems

15
Things to ConsiderPre-Cutover to Post-Cutover

• Understand that data cleanup
• continues after CSE go live

CSE was designed, in part, to synchronize data
across 5 county IVA/IVE systems, 2 IVD systems
and countless legacy applications on both sides
16
Things to Consider Post-Cutover

• Three top discussion points
• Work your Service Requests and PA Transaction
  Errors ASAP
• Fix data at the source at county IVA/IVE, in
  CSE and/or both
• Be clear about balance regeneration
  responsibilities

17
Post-Cutover

• Service Requests CRITICAL
• Forget what you know about case opening in
  CASES/ARS
• Service Requests are generated for many more
  conditions that just new referrals
• There are options, but working a Service
  Request requires knowledge and training across
  the child support lifecycle

18
Things LCSA Need to KnowPost-Cutover

• Service Requests CRITICAL
• LCSAs MUST work Service Requests
• The date of sending from IVA/IVE starts the
  compliance clock 2-5 days lost on 20 day window
• Records tied to a PA Case that has a Service
  Request pending do NOT process
• Prevent backup of information
• Records are auto-released after Service Request
  is completed

19
Post-Cutover

• Service Requests CRITICAL
• Most Service Requests in the first 6-10 months
  are more about data cleanup or
  synchronization
• Staff-up after go-live

20
Things LCSA Need to KnowPost-Cutover

• Service Requests CRITICAL
• Review your intake functions closely
• Training and orientation is vital for anyone
  touching a Service Request
• Review how Service Requests do/do not get routed
  to branch offices
• Review interviewing process
• Review how much casework gets donein vs after
  the Service Request

21
Things LCSA Need to KnowPost-Cutover

• Some Transaction Errors CRITICAL
• Interface record anomalies
• IGC invalid good cause
• FMT format error
• Aid history mismatches
• OVP overlapping aid history
• MAC missing aid code
• MED missing eligibility start date
• Work these errors DAILY and delete when done

22
Things LCSA Need to KnowPost-Cutover

• Service Requests and Errors
• Production Metrics

23
Post-Cutover

• Fix data at the source
• The new interface is much more reliant on
  synchronizing the update path between IVA/IVE
  and IVD
• Train workers on how to research and resolve
  discrepancies in CSE
• Establish patterns for working with county
  IVA/IVE to resolve IVA/IVE data issues in their
  system

24
Post-Cutover

• Aid Status and Balance Regeneration CRITICAL
• Logic and display for the linking of IVA/IVE
  and IVD people and cases are complex and layered
• Balance regeneration is a comprehensive
  re-evaluation of child support accounts that
  auto-initiates and can also be worker-initiated
• The relationship between aid status and balance
  regeneration is key and will require the
  financial unit to have strong awareness of IVA
  impacts to IVD cases and participants

25
As the CSE road goesIt Does Get Better

• The CSE IVA/IVE interface is designed to
  highlight and fill data holes
• Once filled, the volume of manual work will go
  down
• Questions?