Electronic Document Exchange

Electronic
Document Exchange:
The Latest and
Greatest in Interstate
Communication
Kerry Newcombe, OCSE/Northrop Grumman
Jan Raffauf, Indiana DCS Child Support Bureau
Debbie Packard, Illinois HHS Department of Child Support Services
ERICSA 51st Annual Training Conference & Exposition ▪ May 18 – 22 ▪ Sheraton Greensboro ▪ Greensboro, North Carolina
Electronic Document Exchange
Provide states with a method to exchange child
support and UIFSA documents electronically
States receive documents faster, do not have
to rely on mail
Solicited documents – request and receive a
response to requests
Unsolicited documents – send documents to
support case processing
Implementation - August 2012
ERICSA 51st Annual Training Conference & Exposition ▪ May 18 – 22 ▪ Sheraton Greensboro ▪ Greensboro, North Carolina
EDE Demo
ERICSA 51st Annual Training Conference & Exposition ▪ May 18 – 22 ▪ Sheraton Greensboro ▪ Greensboro, North Carolina
Indiana IV-D Background
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State administered/county operated
Highly judicial
92 counties
Approximately 300,000 cases
Average 320 new UIFSAs/month
ERICSA 51st Annual Training Conference & Exposition ▪ May 18 – 22 ▪ Sheraton Greensboro ▪ Greensboro, North Carolina
Indiana EDE – Getting Started
 State Registry
Setup scanning & doc storage
 Drafted procedures
 Played with it
 Modified procedures
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ERICSA 51st Annual Training Conference & Exposition ▪ May 18 – 22 ▪ Sheraton Greensboro ▪ Greensboro, North Carolina
Indiana EDE – Getting Started
 Counties
Involved county Field Consultants
 Webmail with EDE Guide to counties
 Start: 1 county downloading
unsolicited docs
 Revised procedure

ERICSA 51st Annual Training Conference & Exposition ▪ May 18 – 22 ▪ Sheraton Greensboro ▪ Greensboro, North Carolina
Indiana EDE – Getting Started
92 Counties
Add 5-10 counties per week
 Field Consultant talks with counties
 Monitor downloading
 Send everything from State Registry
through EDE
 Send certified docs by US Mail
 Scanning equipment
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ERICSA 51st Annual Training Conference & Exposition ▪ May 18 – 22 ▪ Sheraton Greensboro ▪ Greensboro, North Carolina
Expanding Indiana EDE Usage
 Expanding
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County Usage
Sending Requests
Downloading Responses
Responding to Requests
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More Document Types
 More States
 Enhancements
ERICSA 51st Annual Training Conference & Exposition ▪ May 18 – 22 ▪ Sheraton Greensboro ▪ Greensboro, North Carolina
Indiana Lessons Learned
 Start small, but START!
 Stay flexible and revise
 It’s pretty simple!
ERICSA 51st Annual Training Conference & Exposition ▪ May 18 – 22 ▪ Sheraton Greensboro ▪ Greensboro, North Carolina
Illinois’ Business Case Proposal
EDE application moved into production
August 20, 2012
The assumption was made that EDE would:
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Allow states to begin building a case or initiate
actions more quickly
Assist workers by having critical CSE
documents readily available
Aid workers in determining next case action
ERICSA 51st Annual Training Conference & Exposition ▪ May 18 – 22 ▪ Sheraton Greensboro ▪ Greensboro, North Carolina
Illinois’ Business Case Proposal
Sharing a limited number of imaged
documents would:
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Facilitate the design and development process
Suggested documents include
 Birth certificates
 Affidavits of paternity
 Court orders
 Genetic test results
ERICSA 51st Annual Training Conference & Exposition ▪ May 18 – 22 ▪ Sheraton Greensboro ▪ Greensboro, North Carolina
EDE User Roles
There are 4 user types that can be assigned to workers:
Role Type Code Role Name
SU
Requestor
Role Description
This role may perform the following functions:
- Make a request
- Download requested documents
- Upload unsolicited documents
SV
This role may perform the following functions:
- Respond to a request
- Download unsolicited documents
- Assign a request to self
- Release a request previously assigned to
self
Responder
ERICSA 51st Annual Training Conference & Exposition ▪ May 18 – 22 ▪ Sheraton Greensboro ▪ Greensboro, North Carolina
EDE User Roles
Role Type Code Role Name
Role Description
SW
Requestor and Responder This role may perform the following
functions:
- Make a request
- Respond to a request
- Download requested documents
- Upload unsolicited documents
- Download unsolicited documents
- Assign a request to self
- Release a request previously
assigned to self
ERICSA 51st Annual Training Conference & Exposition ▪ May 18 – 22 ▪ Sheraton Greensboro ▪ Greensboro, North Carolina
EDE User Roles
Role Type Code Role Name
SX
Superuser
Role Description
This role may perform the following
functions:
- Make a request
- Respond to a request
- Download requested documents
- Upload unsolicited documents
- Download unsolicited documents
- Assign a request to self
ERICSA 51st Annual Training Conference & Exposition ▪ May 18 – 22 ▪ Sheraton Greensboro ▪ Greensboro, North Carolina
Contact Information
Jay Butler, OCSE, Northrop Grumman
[email protected]; (615) 892-0554
Kerry Newcombe, OCSE, Northrop Grumman
[email protected]; (540) 955-1471
Jan Raffauf – Project Manager, Indiana
Department of Child Services; (317) 508-5030
[email protected]
Debbie Packard, Public Service Administrator,
Illinois; (815) 987−7977
[email protected]
ERICSA 51st Annual Training Conference & Exposition ▪ May 18 – 22 ▪ Sheraton Greensboro ▪ Greensboro, North Carolina