4._EDD_ICMS_Exhibit_C_-_Detailed_Requirements.xlsm
XLSM spreadsheet 795 KB Posted
- Attached to
- Pre-Solicitation for EDD ICMS
- Solicitation number
- 0000031599
- Issued by
- California
About this file
This document contains the functional requirements for the Employment Development Department's (EDD) Integrated Claims Management System (ICMS) in the state of California. The requirements cover a wide range of features for processing appeals, filing claims, managing cases, determining eligibility, authorizing payments, and integrating with external systems. Key areas include appeal processing, claim filing and intake, claimant management, eligibility determination, monetary processing, and cross-matching data with other agencies. The requirements specify that the solution must be able to automate many of these processes, generate work items for manual review, and allow authorized internal users to make various updates and overrides to claim information.
The document does not provide details on the procurement process, such as response due dates, award dates, or contract terms. It also does not include information on pricing, funding sources, or incumbent vendors. The focus is solely on outlining the extensive functional requirements for the ICMS solution that EDD is seeking to implement.
View the file
Other files
| File | Type | Posted |
|---|---|---|
| 2._EDD_ICMS_RFP_Pre-Soliciation_Feedback_Form.xlsx | XLSX spreadsheet | |
| 5._EDD_ICMS_EXHIBIT_D_-_COST_WORKBOOK.xlsx | XLSX spreadsheet | |
| 6._EDD_ICMS_RFP_Attachments_and_Exhibits.pdf | ||
| 1._EDD_ICMS_Pre-solicitation_Instructions.docx | DOCX document | |
| 3._EDD_ICMS_EXHIBIT_A_-_STATEMENT_OF_WORK.pdf |
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Text version
Functional
| Project Number: | 0-000-000 | Agency/state Entity: | CA EDD | |||||
| Stage 2 Mid-level Requirement Category | Stage 2 Mid-level | |||||||
| Requirement Number | Category Name | Category ID / Requirement Number | Category ID/Category Process - Context Description/Requirement | Priority | Stability | Requirement Owner | Requirement Score | Requirement Action |
(Use for changes only)
| ML-FM-AP-01 | Appeal Status | ML-FM-AP-01-01 | The solution shall notify all interested parties of an appeal status change/update | Mandatory | |||
| ML-FM-AP-01 | Appeal Status | ML-FM-AP-01-02 | The solution or authorized internal user shall set a suspense for follow-up on appeal results when an appeal is filed according to EDD business rules, regulations, and policies. | Mandatory | |||
| ML-FM-AP-01 | Appeal Status | ML-FM-AP-01-04 | The solution shall allow an authorized internal user to update the status of an appeal. | Mandatory | |||
| ML-FM-AP-01 | Appeal Status | ML-FM-AP-01-05 | The solution shall assign a status to an appeal. | Mandatory | |||
| ML-FM-AP-01 | Appeal Status | ML-FM-AP-01-06 | The solution shall identify and track the status of an appeal. | Mandatory | |||
| ML-FM-AP-02 | File Appeal | ML-FM-AP-02-01 | The solution shall allow appellants to file multiple appeal types with the EDD based upon federal, state and EDD business rules, regulations and policies. | Mandatory | |||
| ML-FM-BCM-03 | Claim Filing / Intake | ML-FM-BCM-03-09 | The solution shall not prevent an authorized external user from submitting a benefit claim regardless of the results of eligibility pre-screening. | Mandatory | File a claim | New and Continued Claim Filing | |
| ML-FM-AP-03 | Process Appeal | ML-FM-AP-03-02 | The solution shall assign the appellant type. | Mandatory | |||
| ML-FM-AP-03 | Process Appeal | ML-FM-AP-03-03 | The solution shall capture information surrounding qualified claims where payments during appeals are due (AFL/CIO). | Mandatory | |||
| ML-FM-AP-03 | Process Appeal | ML-FM-AP-03-04 | The solution shall allow an authorized internal user to update appeal information. | Mandatory | |||
| ML-FM-AP-03 | Process Appeal | ML-FM-AP-03-05 | The solution shall allow an authorized internal user to assign the appeal type. | Mandatory | |||
| ML-FM-AP-03 | Process Appeal | ML-FM-AP-03-06 | The solution shall capture information surrounding qualified claims where payments during appeals are due. | Mandatory | |||
| ML-FM-AP-03 | Process Appeal | ML-FM-AP-03-07 | The solution shall associate an appeal to the related appealable issue. | Mandatory | |||
| ML-FM-AP-03 | Process Appeal | ML-FM-AP-03-08 | The solution shall associate an interested party to an appeal. | Mandatory | |||
| ML-FM-AP-03 | Process Appeal | ML-FM-AP-03-09 | The solution shall calculate the timeliness of an appeal. | Mandatory | |||
| ML-FM-AP-03 | Process Appeal | ML-FM-AP-03-10 | The solution shall generate a work item for an authorized internal representative after receipt of a request for information from Office of Appeals (OAP). | Mandatory | |||
| ML-FM-AP-03 | Process Appeal | ML-FM-AP-03-11 | The solution shall allow an authorized internal user to respond to a request for additional information from the Office of Appeals (OAP). | Mandatory | |||
| ML-FM-AP-03 | Process Appeal | ML-FM-AP-03-12 | The solution shall associate benefit claim information to an appeal. | Mandatory | |||
| ML-FM-AP-03 | Process Appeal | ML-FM-AP-03-14 | The solution shall allow an authorized internal user to update the association between the benefit claim and the designated Office of Appeals | Mandatory | |||
| ML-FM-AP-03 | Process Appeal | ML-FM-AP-03-15 | The solution shall receive an audio recording of an appeal hearing from California Unemployment Insurance Appeals Board (CUIAB) if needed. | Mandatory | Manage Claimant Grievance and Appeal | Appeals Management | |
| ML-FM-AP-03 | Process Appeal | ML-FM-AP-03-16 | The solution shall identify an appeal previously filed by an appellant. | Mandatory | |||
| ML-FM-BCM-03 | Claim Filing / Intake | ML-FM-BCM-03-12 | The solution shall identify a minimum set of data that is to be provided by a claimant in order to submit a benefit claim application. | Mandatory | |||
| ML-FM-AP-03 | Process Appeal | ML-FM-AP-03-18 | The solution shall receive hearing information from the Office of Appeals (OAP) using the California Appeals Tracking solution (CATS). | Mandatory | |||
| ML-FM-AP-03 | Process Appeal | ML-FM-AP-03-19 | The solution shall allow for the storage of audio files. | Mandatory | Manage Claimant Grievance and Appeal | Appeals Management | |
| ML-FM-AP-03 | Process Appeal | ML-FM-AP-03-20 | The solution shall allow an authorized internal user to associate an appeal to the appealable issue. | Mandatory | |||
| ML-FM-AP-03 | Process Appeal | ML-FM-AP-03-21 | The solution shall allow an authorized internal user to associate an interested party to an appeal. | Mandatory | |||
| ML-FM-AP-03 | Process Appeal | ML-FM-AP-03-22 | The solution shall allow an authorized internal user to assign the appellant type. | Mandatory | |||
| ML-FM-BCM-03 | Claim Filing / Intake | ML-FM-BCM-03-13 | The solution shall retrieve and update a stored benefit claim once critical missing information is made available. | Mandatory | |||
| ML-FM-AP-03 | Process Appeal | ML-FM-AP-03-24 | The solution shall assign the appeal type. | Mandatory | |||
| ML-FM-AP-03 | Process Appeal | ML-FM-AP-03-25 | The solution shall allow an internal user to retrieve the appeal hearing audio or video file for review if needed. | Mandatory | |||
| ML-FM-AP-03 | Process Appeal | ML-FM-AP-03-26 | The solution shall require all indicators tied to appeal process be removed prior to closing appeal case. | Mandatory | |||
| ML-FM-AP-03 | Process Appeal | ML-FM-AP-03-30 | The solution shall generate a work item for an authorized representative after receipt of a request for information from OAP. | Mandatory | |||
| ML-FM-AP-03 | Process Appeal | ML-FM-AP-03-33 | The solution shall allow an authorized internal user to associate benefit claim information to an appeal. | Mandatory | |||
| ML-FM-AP-03 | Process Appeal | ML-FM-AP-03-46 | The solution shall allow an internal user to choose from dropdown lists the CUIC and Title 22 section(s) related to the determination and/or overpayment when transmitting an appeal. | Mandatory | |||
| ML-FM-AP-04 | Route Appeal | ML-FM-AP-04-01 | The solution shall transmit and allow an authorized user to transmit board appeals to PDU for approval, and if approved to the California Unemployment Insurance Appeals Board. | Mandatory | |||
| ML-FM-AP-04 | Route Appeal | ML-FM-AP-04-02 | The solution shall manage the assignment of appeals to appeals specialist worker based on each program's needs. | Mandatory | |||
| ML-FM-AP-04 | Route Appeal | ML-FM-AP-04-03 | The solution shall send an appeal to the California Unemployment Insurance Appeals Board (CUIAB) using the California Appeals Tracking solution (CATS). | Mandatory | |||
| ML-FM-AP-04 | Route Appeal | ML-FM-AP-04-04 | The solution shall send a board appeal to the California Unemployment Insurance Appeals Board (CUIAB) using the California Appeals Tracking solution (CATS). | Mandatory | |||
| ML-FM-AP-04 | Route Appeal | ML-FM-AP-04-05 | The solution shall package and automatically transfer appeals documents to the Office of Appeals. | Mandatory | |||
| ML-FM-AP-04 | Route Appeal | ML-FM-AP-04-06 | The solution shall allow the submission of multiple disqualification types in one transmittal. | Mandatory | |||
| ML-FM-AP-04 | Route Appeal | ML-FM-AP-04-07 | The solution shall automatically assign the Office of Appeals location when the appeal is transmitted. | Mandatory | |||
| ML-FM-AP-04 | Route Appeal | ML-FM-AP-04-08 | The solution shall allow internal users to transmit appeals based upon federal, state and EDD business rules, regulations and policies. | Mandatory | |||
| ML-FM-AP-04 | Process Appeal | ML-FM-AP-04-17 | The solution shall allow an internal user to input the CUIC and Title 22 section(s) related to the determination and/or overpayment and Government code sections related to NDI/FCL to Appeal Transmittal cover sheet or Appeal Supplemental cover sheet when transmitting an appeal. | Mandatory | |||
| ML-FM-AP-05 | Route to Higher Commission of Appeal | ML-FM-AP-05-01 | The solution shall allow an authorized internal user to submit a board appeal and Government code related to NDI/FCL to the California Unemployment Insurance Appeals Board (CUIAB). | Mandatory | |||
| ML-FM-AP-05 | Route to Higher Commission of Appeal | ML-FM-AP-05-02 | The solution shall allow an authorized internal user to provide a response and update a response to a board appeal. | Mandatory | |||
| ML-FM-AP-05 | Route to Higher Commission of Appeal | ML-FM-AP-05-03 | The solution shall allow an authorized internal user to initiate a writ of mandate for the superior court on behalf of the department. | Mandatory | |||
| ML-FM-AP-05 | Route to Higher Commission of Appeal | ML-FM-AP-05-04 | The solution shall transmit an Appeals Declaration to the Office of Appeals (OAP). | Mandatory | |||
| ML-FM-AP-06 | Schedule a Hearing | ML-FM-AP-06-01 | The solution shall receive the hearing schedule from the Office of Appeals (OAP) and create a work item for a representative to review. | Mandatory | |||
| ML-FM-AP-06 | Schedule a Hearing | ML-FM-AP-06-02 | The solution shall update the hearing schedule received from the Office of Appeals (OAP). | Mandatory | |||
| ML-FM-AP-06 | Schedule a Hearing | ML-FM-AP-06-03 | The solution shall receive hearing information from the California Unemployment Insurance Appeals Board (CUIAB) through an interface with the California Appeals Tracking solution (CATS). | Mandatory | |||
| ML-FM-AP-06 | Schedule a Hearing | ML-FM-AP-06-04 | The solution shall update the claim record with the hearing appointment information. | Mandatory | |||
| ML-FM-AP-06 | Schedule a Hearing | ML-FM-AP-06-05 | The solution shall allow an authorized internal user to update a claim record. | Mandatory | |||
| ML-FM-AP-07 | Issue Appeal Decision | ML-FM-AP-07-01 | The solution shall allow an authorized internal user to issue an appeal related notification to an interested party. | Mandatory | |||
| ML-FM-AP-07 | Issue Appeal Decision | ML-FM-AP-07-02 | The solution shall allow an authorized internal user to input the result of an appeal decision. | Mandatory | |||
| ML-FM-AP-07 | Issue Appeal Decision | ML-FM-AP-07-03 | The solution shall automatically process an appeal decision. | Mandatory | |||
| ML-FM-AP-07 | Issue Appeal Decision | ML-FM-AP-07-04 | The solution shall allow authorized users to amend a ruling based upon federal, state and EDD business rules, regulations and policies. | Mandatory | |||
| ML-FM-AP-07 | Issue Appeal Decision | ML-FM-AP-07-06 | The solution shall automatically issue an appeal decision. | Mandatory | |||
| ML-FM-AP-08 | Issue Appeal Decision | ML-FM-AP-08-01 | The solution shall receive an appeal decision from the Office of Appeals (OAP) using the California Appeals Tracking solution (CATS) and update the claimant file. | Mandatory | |||
| ML-FM-AP-08 | Produce Appeal Documentation | ML-FM-AP-08-02 | The solution shall receive a request for additional information from the California Unemployment Insurance Appeals Board (CUIAB). | Mandatory | |||
| ML-FM-AP-08 | Produce Appeal Documentation | ML-FM-AP-08-03 | The solution shall allow an authorized internal user to respond to a request for additional information from the California Unemployment Insurance Appeals Board (CUIAB). | Mandatory | |||
| ML-FM-AP-08 | Produce Appeal Documentation | ML-FM-AP-08-04 | The solution shall respond to a request for additional information from the California Unemployment Insurance Appeals Board (CUIAB). | Mandatory | |||
| ML-FM-AP-08 | Produce Appeal Documentation | ML-FM-AP-08-05 | The solution shall allow an authorized internal user to submit a request for a case file from the California Unemployment Insurance Appeals Board (CUIAB). | Mandatory | |||
| ML-FM-AP-08 | Produce Appeal Documentation | ML-FM-AP-08-06 | The solution shall receive a request for additional information from the California Unemployment Insurance Appeals Board (CUIAB) through the California Appeals Tracking solution (CATS). | Mandatory | |||
| ML-FM-AP-08 | Produce Appeal Documentation | ML-FM-AP-08-07 | The solution shall send additional information to the California Unemployment Insurance Appeals Board (CUIAB) through the California Appeals Tracking solution (CATS). | Mandatory | |||
| ML-FM-AP-10 | Process Appeal | ML-FM-AP-10-01 | The solution shall automatically activate "Appeal (APPL)" flag when an appeal is transmitted. | Mandatory | |||
| ML-FM-AP-10 | Process Appeal | ML-FM-AP-10-03 | The solution shall auto-assign a complexity rating to an appeals case based on available disqualifications and disqualification types. | Mandatory | |||
| ML-FM-AP-10 | Process Appeal | ML-FM-AP-10-04 | The solution shall prepopulate all disqualifications issued on a claim in the Appeal Details Tab. | Mandatory | |||
| ML-FM-AP-10 | Process Appeal | ML-FM-AP-10-05 | The solution shall allow an authorized internal user to choose multiple disqualifications at once based on the results of a received appeal. | Mandatory | |||
| ML-FM-AP-11 | Appeal Staff Workflow / Case Management | ML-FM-AP-11-01 | The solution shall provide an authorized internal user with information regarding benefit claims, tax information, third-party claims, benefit charge back, third-party plans, Form 1099-Gs, recomputations, benefit audits, eligibility, eligibility scheduling, appeals, payments, and overpayments. | Mandatory | |||
| ML-FM-AP-11 | Appeals Staff Workflow / Case Management | ML-FM-AP-11-02 | The solution shall create a work item for an authorized internal user when appeal documentation is uploaded by the authorized external user. | Mandatory | |||
| ML-FM-BCM-03 | Claim Filing / Intake | ML-FM-BCM-03-14 | The solution shall identify which benefit claim program an authorized external user is filing a certification, extension, or reopen request for. | Mandatory | |||
| ML-FM-AP-09 | File Appeal | ML-FM-AP-9-01 | The solution shall allow an authorized external user to file an appeal. | Mandatory | |||
| ML-FM-AP-09 | File Appeal | ML-FM-AP-9-02 | The solution shall allow an authorized external user to withdraw an appeal. | Mandatory | |||
| ML-FM-AP-09 | File Appeal | ML-FM-AP-9-03 | The solution shall allow an authorized internal user to withdraw a board appeal from the California Unemployment Insurance Appeals Board (CUIAB). | Mandatory | |||
| ML-FM-BCM-01 | Bulk Claim Filing | ML-FM-BCM-01-01 | The solution shall provide an authorized external entity with a confirmation identifier when a bulk file of benefit claims is submitted. | Mandatory | |||
| ML-FM-BCM-03 | Claim Filing / Intake | ML-FM-BCM-03-23 | The solution shall automatically review the new information from an authorized external user if an application has previously been submitted by the user within a time period to determine impact to the current active application and route the application according to EDD business rules, regulations, and policies. | Mandatory | |||
| ML-FM-BCM-03 | Claim Filing / Intake | ML-FM-BCM-03-24 | The solution shall automatically identify if an authorized external user submits a new benefit claim and already has an existing, active claim or application for the benefit claim type. | Mandatory | |||
| ML-FM-BCM-01 | Bulk Claim Filing | ML-FM-BCM-01-04 | The solution shall automatically generate and assign a claim number to a case when a claim is received from a bulk file that has the minimum data required included. | Mandatory | |||
| ML-FM-BCM-01 | Bulk Claim Filing | ML-FM-BCM-01-05 | The solution shall allow an authorized Voluntary Plan Administrator to utilize Business-to-Government (B2G) services to submit a bulk file of benefit claims. | Mandatory | |||
| ML-FM-BCM-01 | Bulk Claim Filing | ML-FM-BCM-01-06 | The solution shall allow an authorized external entity to utilize Business-to-Government (B2G) services to submit close out information in bulk. | Mandatory | |||
| ML-FM-BCM-01 | Bulk Claim Filing | ML-FM-BCM-01-07 | The solution shall allow an authorized external entity to submit a bulk file of benefit claims. | Mandatory | |||
| ML-FM-BCM-01 | Bulk Claim Filing | ML-FM-BCM-01-08 | The solution shall allow an authorized external entity to resubmit a rejected bulk file of benefit claims. | Mandatory | |||
| ML-FM-BCM-01 | Bulk Claim Filing | ML-FM-BCM-01-09 | The solution shall allow an authorized external entity to resubmit a claim within a bulk file. | Mandatory | |||
| ML-FM-BCM-02 | Case Search Functionality / Claim Status | ML-FM-BCM-02-01 | The solution shall permit an authorized internal user to access and review previous claim and claimant information related to a current or past claim. | Mandatory | |||
| ML-FM-BCM-03 | Claim Filing / Intake | ML-FM-BCM-03-01 | The solution shall allow for phone signatures in accordance with State, Federal, and EDD program rules, regulations, and policies. | Mandatory | |||
| ML-FM-BCM-03 | Claim Filing / Intake | ML-FM-BCM-03-02 | The solution shall require an authorized external user to complete pre-screening through a preliminary eligibility tool before allowing them to submit a benefit claim application. | Mandatory | |||
| ML-FM-BCM-03 | Claim Filing / Intake | ML-FM-BCM-03-03 | The solution shall provide interactive questions to an authorized external user to collect statistical and demographic information for a benefit claim. | Mandatory | |||
| ML-FM-BCM-03 | Claim Filing / Intake | ML-FM-BCM-03-04 | The solution shall provide an interface with SIDES to transmit benefit claim data and employee data to an employer once a benefit claim is filed. | Mandatory | |||
| ML-FM-BCM-03 | Claim Filing / Intake | ML-FM-BCM-03-05 | The solution shall prevent an authorized external user from submitting a Continued Claim Certification on a benefit claim before it is due. | Mandatory | |||
| ML-FM-BCM-03 | Claim Filing / Intake | ML-FM-BCM-03-06 | The solution shall reject a duplicate claim submitted by an authorized external user that was previously filed within 7 days of the claim effective date (CED). | Mandatory | |||
| ML-FM-BCM-03 | Claim Filing / Intake | ML-FM-BCM-03-07 | The solution shall prevent an authorized external user from requesting a future CED on a benefit claim application. | Mandatory | |||
| ML-FM-BCM-03 | Claim Filing / Intake | ML-FM-BCM-03-29 | The solution shall allow an authorized external user to save work in process while completing a claims application or document submission. | Mandatory | |||
| ML-FM-BCM-03 | Claim Filing / Intake | ML-FM-BCM-03-10 | The solution shall not permit the submission of an electronic benefit claim application until all mandatory fields of entry are completed. | Mandatory | |||
| ML-FM-BCM-03 | Claim Filing / Intake | ML-FM-BCM-03-11 | The solution shall automatically identify the application filing method for a benefit claim. | Mandatory | |||
| ML-FM-BCM-03 | Claim Filing / Intake | ML-FM-BCM-03-34 | The solution shall require a claimant to indicate a certifying P/P for benefit claim applications that require a P/P Certification to be considered complete at the time of benefit claim filing. | Mandatory | |||
| ML-FM-BCM-03 | Claim Filing / Intake | ML-FM-BCM-03-39 | The solution shall allow an authorized external user to submit a corrected claim application and allow for manual review based on federal, state, and EDD business rules, regulations, and policies. | Mandatory | |||
| ML-FM-BCM-08 | Create Account Notes | ML-FM-BCM-08-22 | The solution shall flag accounts for future offsets when there are active benefit payments present. | Mandatory | |||
| ML-FM-AP-02 | File Appeal | ML-FM-AP-02-02 | The solution shall allow both claimant and employer appeals filing and processing. | Mandatory | |||
| ML-FM-BCM-03 | Claim Filing / Intake | ML-FM-BCM-03-15 | The solution shall generate dynamic questions for a benefit claim based on claim type and an authorized external user's stored information and previous responses. | Mandatory | |||
| ML-FM-BCM-03 | Claim Filing / Intake | ML-FM-BCM-03-16 | The solution shall generate an alternate identifier in lieu of a SSN when an SSN is not available. | Mandatory | |||
| ML-FM-BCM-03 | Claim Filing / Intake | ML-FM-BCM-03-17 | The solution shall automatically generate a work item for manual intervention to assign wages to a claimant that is assigned an alternate identifier. | Mandatory | |||
| ML-FM-BCM-03 | Claim Filing / Intake | ML-FM-BCM-03-18 | The solution shall define standards for data entry on form fields for date and dollar amounts. | Mandatory | |||
| ML-FM-BCM-03 | Claim Filing / Intake | ML-FM-BCM-03-19 | The solution shall automatically allow for a new benefit claim to be routed to specific offices based on location, workload, need for centralization, or overridden and reassigned for processing based on claim data and program rules. | Mandatory | |||
| ML-FM-BCM-03 | Claim Filing / Intake | ML-FM-BCM-03-20 | The solution shall automatically review a benefit claim application to identify the benefit claim type. | Mandatory | |||
| ML-FM-BCM-03 | Claim Filing / Intake | ML-FM-BCM-03-21 | The solution shall automatically review a benefit claim application to identify if the application submitted is for an initial benefit claim. | Mandatory | |||
| ML-FM-BCM-03 | Claim Filing / Intake | ML-FM-BCM-03-22 | The solution shall automatically retire incomplete claims past a deadline in accordance with federal and state program guidelines. | Mandatory | |||
| ML-FM-AP-03 | Process Appeal | ML-FM-AP-03-17 | The solution shall allow the storage and streaming playback of multiple common video (.mp4, .mov, .avi, .flv, .wmv, .mkv) and audio (.mp3, .m4a, .wav ) content formats. | Mandatory | |||
| ML-FM-AP-03 | Process Appeal | ML-FM-AP-03-23 | The solution shall prepopulate the CUIC and Title 22 codes on the appeal transmittal. | Mandatory | |||
| ML-FM-BCM-03 | Claim Filing / Intake | ML-FM-BCM-03-25 | The solution shall automatically generate and assign a Claim ID Number to a case when a claim is submitted through interfaced entry systems. | Mandatory | |||
| ML-FM-BCM-03 | Claim Filing / Intake | ML-FM-BCM-03-26 | The solution shall automatically generate and assign a claim number to a case when a claim is received that has the minimum required data included. | Mandatory | |||
| ML-FM-BCM-03 | Claim Filing / Intake | ML-FM-BCM-03-27 | The solution shall automatically determine if a new claim submitted by an authorized external user qualifies as a continuation of a preexisting claim. | Mandatory | |||
| ML-FM-BCM-03 | Claim Filing / Intake | ML-FM-BCM-03-28 | The solution shall allow an authorized external user to submit a benefit claim based on federal, state, and EDD business rules, regulations, and policies. | Mandatory | |||
| ML-FM-AP-12 | Appeals Staff Workflow/Case Management | ML-FM-AP-12-01 | The solution shall automatically distribute appeals-related work items created based on defined criteria and scenarios to the right skill set of users. | Mandatory | |||
| ML-FM-BCM-03 | Claim Filing / Intake | ML-FM-BCM-03-30 | The solution shall allow an authorized external user to access a saved draft of a claims application or document submission. | Mandatory | |||
| ML-FM-BCM-03 | Claim Filing / Intake | ML-FM-BCM-03-31 | The solution shall allow a benefit claim to be filed under an existing alternate identifier previously assigned by the solution in lieu of SSN. | Mandatory | |||
| ML-FM-BCM-03 | Claim Filing / Intake | ML-FM-BCM-03-32 | The solution shall accept electronic signatures on benefit claim applications and supporting documentation. | Mandatory | |||
| ML-FM-BCM-03 | Claim Filing / Intake | ML-FM-BCM-03-33 | The solution shall automatically associate a Claim ID with a claimant's unique master person identifier (MPI). | Mandatory | |||
| ML-FM-BCM-01 | Bulk Claim Filing | ML-FM-BCM-01-02 | The solution shall reject a claim within a bulk file of benefit claims from an authorized external entity. | Mandatory | |||
| ML-FM-BCM-03 | Claim Filing / Intake | ML-FM-BCM-03-35 | The solution shall prevent an external user from submitting a duplicate benefit claim application. | Mandatory | |||
| ML-FM-BCM-03 | Claim Filing / Intake | ML-FM-BCM-03-36 | The solution shall allow an authorized external user to submit a benefit claim application based on federal, state, and EDD business rules, regulations, and policies. | Mandatory | |||
| ML-FM-BCM-03 | Claim Filing / Intake | ML-FM-BCM-03-37 | The solution shall allow an authorized external user on a UI claim from reporting on future return-to-work dates on claim application and claim certification. | Mandatory | |||
| ML-FM-BCM-03 | Claim Filing / Intake | ML-FM-BCM-03-38 | The solution shall allow for phone signatures on DI claim forms in accordance with State, Federal, and EDD program rules, regulations, and policies. | Mandatory | |||
| ML-FM-BCM-04 | Claimant Management of Claims | ML-FM-BCM-04-01 | The solution shall allow a claimant to submit a request for a federal extension based on federal extension availability. | Mandatory | |||
| ML-FM-BCM-04 | Claimant Management of Claims | ML-FM-BCM-04-02 | The solution shall allow an authorized internal user to reopen an existing benefit claim. | Mandatory | |||
| ML-FM-BCM-01 | Bulk Claim Filing | ML-FM-BCM-01-03 | The solution shall eject a bulk file of claims from an authorized external entity. | Mandatory | |||
| ML-FM-BCM-04 | Claimant Management of Claims | ML-FM-BCM-04-03 | The solution shall store and retrieve an authorized representative or heir's information. | Mandatory | |||
| ML-FM-BCM-04 | Claimant Management of Claims | ML-FM-BCM-04-05 | The solution shall allow an authorized external user to input an authorized representative or heir's information. | Mandatory | |||
| ML-FM-BCM-04 | Claimant Management of Claims | ML-FM-BCM-04-06 | The solution shall allow an authorized external user to remove an authorized representative. | Mandatory | |||
| ML-FM-BCM-04 | Claimant Management of Claims | ML-FM-BCM-04-04 | The solution shall allow an authorized external user's legal heir in accordance with DI and PFL program rules. | Mandatory | |||
| ML-FM-BCM-04 | Claimant Management of Claims | ML-FM-BCM-04-08 | The solution shall allow either a care recipient or a care recipient's authorized representative to sign a PFL Part C form. | Mandatory | |||
| ML-FM-BCM-04 | Claimant Management of Claims | ML-FM-BCM-04-09 | The solution shall allow an authorized internal user to access the claimant portal and complete and submit a claim application on behalf of an authorized external user. | Mandatory | |||
| ML-FM-BCM-04 | Claimant Management of Claims | ML-FM-BCM-04-10 | The solution shall allow access to an authorized internal user based on a role and skill. | Mandatory | |||
| ML-FM-BCM-04 | Claimant Management of Claims | ML-FM-BCM-04-12 | The solution shall allow an authorized external user to designate an authorized representative pending department approval via DE2522 or Power of Attorney, and allow an authorized internal user to designate an authorized representative on behalf of an authorized external user. | Mandatory | |||
| ML-FM-BCM-04 | Claimant Management of Claims | ML-FM-BCM-04-13 | The solution shall allow an authorized internal user to update, input, and generate permissions for a role of an authorized internal user into the role repository. | Mandatory | |||
| ML-FM-BCM-04 | Claimant Management of Claims | ML-FM-BCM-04-14 | The solution shall allow an authorized internal user to input and update a permission associated to a role of an authorized internal user. | Mandatory | |||
| ML-FM-BCM-04 | Claimant Management of Claims | ML-FM-BCM-04-07 | The solution shall allow an authorized external user to appoint an authorized representative in accordance with DI and PFL program rules. | Mandatory | |||
| ML-FM-BCM-05 | Claimant Management of Claims | ML-FM-BCM-05-01 | The solution shall provide an interface with the online portal, mobile app, CRM, and noticing system for the retrieval and storage of claim and claimant data submitted by an authorized external user. | Mandatory | |||
| ML-FM-BCM-05 | Claimant Management of Claims | ML-FM-BCM-05-02 | The solution shall provide an interface with the online portal and mobile app for the retrieval and storage of a claim submitted by an authorized external user. | Mandatory | |||
| ML-FM-BCM-05 | Claimant Management of Claims | ML-FM-BCM-05-03 | The solution shall allow an authorized external user to complete and submit a benefit claim application through IVR, mobile, paper, or online portal. | Mandatory | |||
| ML-FM-BCM-05 | Claimant Management of Claims | ML-FM-BCM-05-04 | The solution shall synchronize contact information from updates made in the external user's profile to all program applications. | Mandatory | |||
| ML-FM-BCM-04 | Claimant Management of Claims | ML-FM-BCM-04-15 | The solution shall identify the associated interface(s) through which an external user's identity needs to be verified based on the user's selected role at registration according to state, federal, and EDD business rules, regulations, and policies. | Mandatory | |||
| ML-FM-BCM-05 | Claimant Management of Claims | ML-FM-BCM-05-06 | The solution shall establish and update access permission for an authorized user and allow an authorized internal user to establish and update access permission for an authorized user or designated delegate. | Mandatory | |||
| ML-FM-BCM-05 | Claimant Management of Claims | ML-FM-BCM-05-07 | The solution shall allow an authorized user to designate and update a preferred communication method. | Mandatory | |||
| ML-FM-BCM-05 | Claimant Management of Claims | ML-FM-BCM-05-08 | The solution shall associate a Third-Party Administrator (TPA) to the Voluntary Plan (VP) employer. | Mandatory | |||
| ML-FM-BCM-05 | Claimant Management of Claims | ML-FM-BCM-05-05 | The solution shall associate an authorized external user to a medical provider, update the association between an authorized external user and a medical provider, and allow an authorized internal user to update the association between an authorized external user and a medical provider. | Mandatory | |||
| ML-FM-BCM-06 | Claimant Management of Claims | ML-FM-BCM-06-01 | The solution shall allow an authorized external user to close out an existing benefit claim. | Mandatory | Claimant Adjudication, Confirm Claimant Eligibility | New and Continued Claims Processing | |
| ML-FM-BCM-06 | Claimant Management of Claims | ML-FM-BCM-06-02 | The solution shall receive a benefit claim notification from an authorized external user when a benefit claim is reopened. | Mandatory | |||
| ML-FM-BCM-05 | Claimant Management of Claims | ML-FM-BCM-05-09 | The solution shall associate an authorized external user to an employer, update the association between an authorized external user and an employer, and allow an authorized internal user to update the association between an authorized external user and an employer. | Mandatory | |||
| ML-FM-BCM-06 | Claimant Management of Claims | ML-FM-BCM-06-04 | The solution shall allow a claimant to pay back an overpayment based on time frames defined by federal, state and EDD business rules, regulations and policies. | Mandatory | |||
| ML-FM-BCM-06 | Claimant Management of Claims | ML-FM-BCM-06-03 | The solution shall allow an external authorized user to view established overpayment letters, payment history and balance from a portal. | Mandatory | |||
| ML-FM-BCM-06 | Claimant Management of Claims | ML-FM-BCM-06-06 | The solution shall allow an authorized external user to view a past history of all filed claims across programs. | Mandatory | |||
| ML-FM-BCM-06 | Claimant Management of Claims | ML-FM-BCM-06-05 | The solution shall allow an authorized external user to update a preferred payment method. | Mandatory | |||
| ML-FM-BCM-06 | Claimant Management of Claims | ML-FM-BCM-06-07 | The solutions shall refresh payment history with customer initiated changes when overpayment account is accessed through the new system. | Mandatory | |||
| ML-FM-BCM-07 | Create Account Notes | ML-FM-BCM-07-01 | The solution shall allow an authorized internal user to view, select, or confirm a claimant's employer information. | Mandatory | |||
| ML-FM-BCM-07 | Create Account Notes | ML-FM-BCM-07-02 | The solution shall allow an authorized internal user to update work authorization information for a benefit claim. | Mandatory | |||
| ML-FM-BCM-07 | Create Account Notes | ML-FM-BCM-07-03 | The solution shall allow an authorized internal user to update the first date care is required for a Paid Family Leave (PFL) care benefit claim. | Mandatory | |||
| ML-FM-BCM-07 | Create Account Notes | ML-FM-BCM-07-04 | The solution shall allow an authorized internal user to update the Date Disability Began (DBB) for a Disability Insurance (DI) benefit claim. | Mandatory | |||
| ML-FM-BCM-07 | Create Account Notes | ML-FM-BCM-07-05 | The solution shall allow an authorized internal user to update the Claim Effective Date (CED) for a benefit claim. | Mandatory | |||
| ML-FM-BCM-07 | Create Account Notes | ML-FM-BCM-07-07 | The solution shall allow an authorized internal user to update the Benefit Year Begin (BYB) date for a UI benefit claim. | Mandatory | |||
| ML-FM-BCM-07 | Create Account Notes | ML-FM-BCM-07-08 | The solution shall allow an authorized internal user to update the benefit claim data of a benefit claim. | Mandatory | |||
| ML-FM-BCM-07 | Create Account Notes | ML-FM-BCM-07-09 | The solution shall allow an authorized internal user to update or enter new employment information for existing claim. | Mandatory | |||
| ML-FM-BCM-07 | Create Account Notes | ML-FM-BCM-07-10 | The solution shall allow an authorized internal user to update EDD-designated disaster information for a benefit claim. | Mandatory | |||
| ML-FM-BCM-07 | Create Account Notes | ML-FM-BCM-07-11 | The solution shall allow an authorized internal user to update an unpaid benefit overlap period on a benefit claim. | Mandatory | |||
| ML-FM-BCM-07 | Create Account Notes | ML-FM-BCM-07-12 | The solution shall allow an authorized internal user to input work authorization information for a benefit claim. | Mandatory | |||
| ML-FM-BCM-07 | Create Account Notes | ML-FM-BCM-07-13 | The solution shall allow an authorized internal user to input and update the information on a benefit claim. | Mandatory | |||
| ML-FM-BCM-07 | Create Account Notes | ML-FM-BCM-07-14 | The solution shall allow an authorized internal user to update the detection date of a potential eligibility issue for a benefit claim. | Mandatory | |||
| ML-FM-BCM-07 | Create Account Notes | ML-FM-BCM-07-15 | The solution shall allow an authorized internal user to update claim data fields. | Mandatory | |||
| ML-FM-BCM-07 | Create Account Notes | ML-FM-BCM-07-16 | The solution shall allow an authorized internal user to trace updates made to claim data using information provided by a claimant during the fact-finding process to the "fact-finding call" activity. | Mandatory | |||
| ML-FM-BCM-07 | Create Account Notes | ML-FM-BCM-07-17 | The solution shall allow an authorized internal user to input comments on a benefit claim. | Mandatory | |||
| ML-FM-BCM-07 | Create Account Notes | ML-FM-BCM-07-18 | The solution shall allow an authorized internal user to input claim notes and resolve a flag on a claim. | Mandatory | |||
| ML-FM-BCM-07 | Create Account Notes | ML-FM-BCM-07-19 | The solution shall allow an authorized internal user to update the benefit claim data of a continued claim certification. | Mandatory | |||
| ML-FM-BCM-07 | Create Account Notes | ML-FM-BCM-07-20 | The solution shall allow an authorized internal user to update the Payment Control Date (PCD) on a benefit claim. | Mandatory | |||
| ML-FM-BCM-07 | Create Account Notes | ML-FM-BCM-07-21 | The solution shall allow an authorized internal user to update the Payment Control Date (PCD) for a continued claim certification on a benefit claim. | Mandatory | |||
| ML-FM-BCM-07 | Create Account Notes | ML-FM-BCM-07-22 | The solution shall allow an authorized internal user to update the date care is no longer required on a Paid Family Leave (PFL) care benefit claim. | Mandatory | |||
| ML-FM-BCM-07 | Create Account Notes | ML-FM-BCM-07-23 | The solution shall allow an authorized internal user to update the effective dates of a state extension for a benefit claim. | Mandatory | |||
| ML-FM-BCM-07 | Create Account Notes | ML-FM-BCM-07-24 | The solution shall allow an authorized internal user to update the effective dates of a federal extension for a benefit claim. | Mandatory | |||
| ML-FM-BCM-07 | Create Account Notes | ML-FM-BCM-07-25 | The solution shall allow an authorized internal user to update the criteria for a state extension for a benefit claim. | Mandatory | |||
| ML-FM-BCM-07 | Create Account Notes | ML-FM-BCM-07-26 | The solution shall allow an authorized internal user to input the criteria for a state extension for a benefit claim. | Mandatory | |||
| ML-FM-BCM-07 | Create Account Notes | ML-FM-BCM-07-27 | The solution shall allow an authorized internal user to update the Computation Year (CY) for a benefit claim. | Mandatory | |||
| ML-FM-BCM-07 | Create Account Notes | ML-FM-BCM-07-28 | The solution shall automatically update the status of a recomputation based on modifications made to a benefit claim. | Mandatory | |||
| ML-FM-BCM-07 | Create Account Notes | ML-FM-BCM-07-29 | The solution shall process notes (solution and user-generated) based upon federal, state and EDD business rules, regulations, and policies. | Mandatory | |||
| ML-FM-BCM-06 | Claimant Management of Claims | ML-FM-BCM-06-08 | The solutions shall let all customers access payment history through online services (excluding tolerance, write-off, etc.) for one year plus the current year. | Mandatory | |||
| ML-FM-BCM-07 | Create Account Notes | ML-FM-BCM-07-30 | The solution shall allow multiple individuals to view and update customer account information a simultaneously. | Mandatory | |||
| Create Account Notes | ML-FM-BCM-07 | Create Account Notes | ML-FM-BCM-07-31 | The solution shall maintain an account history and/or notes, to include, but not limited to the following: when forms were sent, what type(s) of forms were sent, where forms were sent, staff ID, date, time, type of contact (phone, correspondence, etc.), contact/action notes, case number, case notes, return mail, incoming and outgoing correspondence. | Mandatory | ||
| ML-FM-BCM-07 | Create Account Notes | ML-FM-BCM-07-32 | The solution shall maintain and view the following customer information, including, but not limited to: |
*individual overpayment liabilities by SSN (Multiple) *initial liability amount, payment history, and remaining balance *current balance by overpayment/mail date *total due, collectible *account characteristics and status *transaction history *modifications to transactions *correspondence / contact history *collection actions taken (summary judgement, lien, EWO, offset *inquiry status, referrals, and anticipated response date (audit trail) *payment history *payment application *fees *debits and credits separately *payment arrangement
| *FTB, TOP, UI, DI, and Lottery Offsets | Mandatory | |||||
| ML-FM-BCM-07 | Create Account Notes | ML-FM-BCM-07-33 | The System shall capture, store, and use the unique claimant identifier that is assigned by the Department to Unemployment Insurance and Disability Insurance claimants, like the EDD Customer Account Number (EDDCAN). | |||
| ML-FM-BCM-07 | Create Account Notes | ML-FM-BCM-07-34 | The solution shall update collection case notes with standard statements selected from a programmed menu table to capture information provided to customers during telephone contacts and responding to correspondence. | |||
| ML-FM-BCM-08 | Create Account Notes | ML-FM-BCM-08-02 | The solution shall automatically flag critical missing information on a benefit claim application (through OCR or paper forms). | Mandatory | ||
| ML-FM-BCM-08 | Create Account Notes | ML-FM-BCM-08-03 | The solution shall automatically flag a claim if an authorized external user submits a new benefit claim and already has an existing, active application or active claim for a different EDD benefit program. | Mandatory | ||
| ML-FM-BCM-08 | Create Account Notes | ML-FM-BCM-08-04 | The solution shall prevent a payment on a benefit claim from being processed if a claimant has an existing overpayment unless deemed otherwise eligible by configurable business rules. | Mandatory | ||
| ML-FM-BCM-08 | Create Account Notes | ML-FM-BCM-08-01 | The solution shall place a flag on a claimant's profile if their identity was not verified during the claims intake stage to indicate the claimant's identity to be verified by the solution against interfaced information sources during claims processing. |
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Comment:
| This component will be verified with SSA also known as SSA bump. | Mandatory | |||||
| ML-FM-BCM-08 | Create Account Notes | ML-FM-BCM-08-06 | The solution shall allow an authorized internal user to set, activate, and inactivate flags in accordance with EDD business rules, regulations, and policies. | Mandatory | ||
| ML-FM-BCM-08 | Create Account Notes | ML-FM-BCM-08-07 | The solution shall automatically update claim data to indicate when a potential benefit overlap is detected. | Mandatory | ||
| ML-FM-BCM-08 | Create Account Notes | ML-FM-BCM-08-05 | The solution shall flag accounts manually or automatically based on adjustable business rules. Type of flags may include, but are not limited to: |
*accounts with known incorrect information (return mail) *accounts with bankruptcy filing information *accounts that contain confidential information *customers who are facing criminal charges *customers who are known to be dangerous *audit/investigation in process *timely/untimely appeals
| *offsets (FTB, IRS) | Mandatory | ||||||||
| ML-FM-BCM-08 | Create Account Notes | ML-FM-BCM-08-08 | The solution shall automatically create a flag on a PFL claim application if there are multiple claimants caring for a care recipient. | Mandatory | |||||
| ML-FM-BCM-08 | Create Account Notes | ML-FM-BCM-08-10 | The solution shall automatically create a flag on a PFL claim application if the claimant's address is different from the care recipient's address. | Mandatory | |||||
| ML-FM-BCM-08 | Create Account Notes | ML-FM-BCM-08-11 | The solution shall automatically create a flag on a PFL claim application if the claimant's address is different from the bonding recipient's address. | Mandatory | |||||
| ML-FM-BCM-08 | Create Account Notes | ML-FM-BCM-08-12 | The solution shall automatically attach an indicator to a claim when a potential benefit overlap is identified. | Mandatory | |||||
| ML-FM-BCM-08 | Create Account Notes | ML-FM-BCM-08-13 | The System shall automatically mark a claim as complete when all flags are cleared from the case according to configurable business rules. | Mandatory | |||||
| ML-FM-BCM-08 | Create Account Notes | ML-FM-BCM-08-14 | The solution shall automatically record the detection date of a potential eligibility issue for a benefit claim. | Mandatory | |||||
| ML-FM-BCM-08 | Create Account Notes | ML-FM-BCM-08-15 | The solution shall automatically flag a claim for the Electronic Determination process when missing information is detected according to federal, state, and EDD business rules, regulations, and policies. | Mandatory | |||||
| ML-FM-BCM-08 | Create Account Notes | ML-FM-BCM-08-16 | The solution shall prevent an Independent Medical Examiner with a flag placed on them from being selected to perform an Independent Medical Exam (IME). | Mandatory | |||||
| ML-FM-BCM-08 | Create Account Notes | ML-FM-BCM-08-17 | The solution shall prevent a doctor with an existing statistical indicator placed upon them from being added to the Independent Medical Examiner database. | Mandatory | |||||
| ML-FM-BCM-08 | Create Account Notes | ML-FM-BCM-08-18 | The solution shall automatically flag an individual Independent Medical Examiner if a statistical indicator is placed upon them. | Mandatory | |||||
| ML-FM-BCM-08 | Create Account Notes | ML-FM-BCM-08-09 | The solution shall automatically create a flag on a PFL claim application if there are multiple claimants bonding for a bonding recipient. | Mandatory | |||||
| ML-FM-BCM-08 | Create Account Notes | ML-FM-BCM-08-20 | The solution shall allow an authorized internal user to activate or inactivate statistical indicators according to EDD business rules, regulations, and policies. | Mandatory | |||||
| ML-FM-BCM-08 | Create Account Notes | ML-FM-BCM-08-19 | The solution shall automatically activate or inactivate statistical indicators according to configurable business rules. | Mandatory | |||||
| ML-FM-BCM-08 | Create Account Notes | ML-FM-BCM-08-21 | The solution shall automatically identify if a claimant did not previously verify identity as part of filing a benefit claim application. | Mandatory | |||||
| ML-FM-BCM-08 | Create Account Notes | ML-FM-BCM-08-23 | The solution shall automatically flag a claim for manual intervention when the claim is associated with a registered certifying Physician/Provider (P/P) whose identity has not been verified. | Mandatory | |||||
| ML-FM-BCM-09 | Cross Matches | ML-FM-BCM-09-01 | The solution shall automatically verify a facility associated with a Disability Insurance (DI) benefit claim using licensing information from the Department of Health Care Services (DHCS). | Mandatory | |||||
| ML-FM-BCM-09 | Cross Matches | ML-FM-BCM-09-02 | The solution shall automatically update the profile of an authorized external user with license information from the Department of Consumer Affairs (DCA). | Mandatory | |||||
| ML-FM-BCM-10 | Eligibility Determination | ML-FM-BCM-10-01 | The solution shall automatically cross-match the claimant's SSN with the employer's state EIN to determine the correct wages. | Mandatory | |||||
| ML-FM-BCM-10 | Eligibility Determination | ML-FM-BCM-10-02 | The solution shall automatically verify the license of a Recovery Home (RH) facility associated with a Disability Insurance (DI) benefit claim. | Mandatory | |||||
| ML-FM-BCM-10 | Eligibility Determination | ML-FM-BCM-10-03 | The solution shall automatically verify the license of a drug-free (DF) facility associated with a Disability Insurance (DI) benefit claim. | Mandatory | |||||
| ML-FM-BCM-10 | Eligibility Determination | ML-FM-BCM-10-04 | The solution shall automatically send benefit award information to the Department of Child Support Services (DCSS). | Mandatory | |||||
| ML-FM-BCM-10 | Eligibility Determination | ML-FM-BCM-10-05 | The solution shall automatically cross-match for potential improper payments in accordance with federal, state and EDD business rules, regulations and policies. | Mandatory | |||||
| ML-FM-BCM-10 | Eligibility Determination | ML-FM-BCM-10-06 | The solution shall automatically assign the International Classification of Disease (ICD) code related to drug or alcohol for a claimant when one is provided or confirmed by the P/P. | Mandatory | Confirm Claimant Eligibility, Claimant Adjudication, Track Eligibility Status | New and Continued Claims Processing | |||
| ML-FM-BCM-10 | Eligibility Determination | ML-FM-BCM-10-07 | The solution shall not automatically assign an International Classification of Disease (ICD) code to a claim unless provided by the P/P. | Mandatory | |||||
| ML-FM-BCM-10 | Eligibility Determination | ML-FM-BCM-10-08 | The solution shall receive claimant workshop attendance information from CalJOBS. | Mandatory | |||||
| ML-FM-BCM-10 | Eligibility Determination | ML-FM-BCM-10-09 | The solution shall receive claimant resume status information from CalJOBS. | Mandatory | |||||
| ML-FM-BCM-10 | Eligibility Determination | ML-FM-BCM-10-10 | The solution shall receive claimant registration information from CalJOBS. | Mandatory | |||||
| ML-FM-BCM-10 | Eligibility Determination | ML-FM-BCM-10-11 | The solution shall automatically generate a Continued Claim Certification for a benefit claim. | Mandatory | |||||
| ML-FM-BCM-10 | Eligibility Determination | ML-FM-BCM-10-12 | The solution shall automatically update a claimant's benefit claim data with appointment information once appointment information is received. | Mandatory | |||||
| ML-FM-BCM-10 | Eligibility Determination | ML-FM-BCM-10-13 | The solution shall automatically receive appointment information from an Independent Medical Examiner when the claimant schedules an appointment with the Independent Medical Examiner. | Mandatory | |||||
| ML-FM-BCM-10 | Eligibility Determination | ML-FM-BCM-10-14 | The solution shall receive an updated Federal Schedule of Remuneration from the Department of Labor (DOL). | Mandatory | |||||
| ML-FM-BCM-10 | Eligibility Determination | ML-FM-BCM-10-15 | The solution shall automatically cross-reference an authorized external user's Social Security Number (SSN) with information from the Social Security Administration (SSA) for a benefit claim. | Mandatory | |||||
| ML-FM-BCM-10 | Eligibility Determination | ML-FM-BCM-10-16 | The solution shall automatically cross-reference an authorized external user's medical information with information from the Department of Consumer Affairs (DCA). | Mandatory | |||||
| ML-FM-BCM-10 | Eligibility Determination | ML-FM-BCM-10-17 | The solution shall automatically cross-reference an authorized external user's California Identification (ID) information with information from the California Department of Motor Vehicles (DMV) for a benefit claim. | Mandatory | |||||
| ML-FM-BCM-10 | Eligibility Determination | ML-FM-BCM-10-18 | The solution shall automatically cross-reference an authorized external user's California Driver's License (DL) information with information from the California Department of Motor Vehicles (DMV) for a benefit claim. | Mandatory | |||||
| ML-FM-BCM-10 | Eligibility Determination | ML-FM-BCM-10-19 | The solution shall automatically cross-reference a claimant's identity information with information from the Department of Motor Vehicles (DMV) for a benefit claim. | Mandatory | |||||
| ML-FM-BCM-10 | Eligibility Determination | ML-FM-BCM-10-20 | The solution shall request out-of-state wage information through the Interstate Connection Network (ICON) during the UI benefit claim filing process. | Mandatory | |||||
| ML-FM-BCM-10 | Eligibility Determination | ML-FM-BCM-10-21 | The solution shall automatically receive out-of-state wage information through Interstate Connection Network (ICON) during the benefit claim filing process. | Mandatory | |||||
| ML-FM-BCM-10 | Eligibility Determination | ML-FM-BCM-10-22 | The solution shall automatically identify out-of-state wages through the Interstate Connection Network (ICON). | Mandatory | |||||
| ML-FM-BCM-10 | Eligibility Determination | ML-FM-BCM-10-23 | The solution shall automatically cross-reference an authorized external user's military base period wages with the Federal Schedule of Remuneration for a benefit claim. | Mandatory | |||||
| ML-FM-BCM-10 | Eligibility Determination | ML-FM-BCM-10-24 | The solution shall automatically cross-reference an authorized external user's military base period wages with service information for a benefit claim. | Mandatory | |||||
| ML-FM-BCM-10 | Eligibility Determination | ML-FM-BCM-10-25 | The solution shall automatically verify wage and separation information from a federal agency. | Mandatory | |||||
| ML-FM-BCM-10 | Eligibility Determination | ML-FM-BCM-10-26 | The solution shall automatically verify military wage information on a benefit claim. | Mandatory | |||||
| ML-FM-BCM-10 | Eligibility Determination | ML-FM-BCM-10-27 | The solution shall validate personal identity information based on internal and external sources in real time, not in batch. | Mandatory | |||||
| ML-FM-BCM-10 | Eligibility Determination | ML-FM-BCM-10-28 | The solution shall allow authorized internal users to make determinations/eligibility decisions based upon federal, state and EDD business rules, regulations and policies. | Mandatory | |||||
| ML-FM-BCM-10 | Eligibility Determination | ML-FM-BCM-10-29 | The solution shall interface with the 1099G database. | Mandatory | |||||
| ML-FM-BCM-10 | Eligibility Determination | ML-FM-BCM-10-30 | The solution shall verify a Voluntary Plan (VP) Third-Party Administrator (TPA) with solution information. | Mandatory | |||||
| ML-FM-BCM-10 | Eligibility Determination | ML-FM-BCM-10-31 | The solution shall allow an authorized internal user to input and update the outcome of verification for a Voluntary Plan (VP) Third-Party Administrator (TPA). | Mandatory |
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