BASIC (01-08)

DI 81005.025 Case Selection Screen

This screen allows the user to search for and select a specific eDib case to view in eView.

A. Search Criteria

The drop-down list box on this screen can be used to search for cases using any of the following variables.

  • Client Name – Enter at least the first two letters of the claimant’s last name.

  • Client SSN – Enter the claimant’s own SSN. Selecting this option will give the user every case available with that specific SSN.

  • Number Holder SSN – Enter the number holder’s SSN if the claimant is filing an auxiliary beneficiary claim (e.g., CDB, DWB). Selecting this option will give the user every case available for that specific SSN.

  • EDCS Folder Number – A unique identifying number is assigned to a case when the Field Office (FO) creates it in EDCS. It appears on the EDCS routing form which is automatically generated in the FO and mailed to the receiving component when a case is transferred successfully. Using this number to search for a case takes the user directly to the case.

The eView Case Selection screen remembers which option was selected on the most recent search and automatically defaults to that option the next time eView is accessed or when the New Case Search option is used.

B. Search Results

The search results will include all cases meeting the selected search criteria, no matter where the case was first created. The search cannot be limited based on geographic area or office jurisdiction.

1. Client Name, Client SSN or Number Holder SSN Search

When one of these search criteria is used the user will choose the case they want to view by selecting it from the search results listed. (See Display Fields - DI 81005.025C.) When a case is selected, the Alerts & Messages tab will be displayed.

2. EDCS Folder Number Search

Because the EDCS Folder Number is unique to a case (even if there are multiple filings/claims for the SSN), searching by this number will take the user directly into the specific case and display the Alerts & Messages tab. (Alerts and Message Tab - DI 81005.040)

C. Display Fields

To help the user select the correct case, the eView Case Display screen shows the following information: Client Name, CEF indicator, DOB, Level, Claim Type, Filing Date, Status, Office Code, Office Type and Status Date.

1. Level

This column displays the adjudicative level of the case (i.e., Initial, Reconsideration, Hearing, Appeals Council or Federal Court) showing the most recent, based on the filing date.

2. Claim Type(s)

This column displays the applicable claim types (e.g., DWB, CDB, DI, etc.) on the mainframe and entered in EDCS for this claimant’s SSN.

3. Filing Date

This column displays the most recent claim filing date or appeal filing date.

a. For Title II, from Modernized Claim System (MCS):

  • Initial claims level- the Protective Filing Date on the File Date Determination Screen (FDDS) screen will be shown as the filing date.

  • Reconsideration level - the Date Recon Filed on the (RCN2) screen will be shown as the filing date.

  • Hearing level - the Date Hearing Filed on the Hearing Request 2 (HNG2) screen will be shown as the filing date.

    NOTE: The filing date for MCS exclusion cases (DWB, CDB) is input by the CR on the Number Holder Information screen in EDCS.

b. For Title XVI, from Modernized Supplemental Security Income Claims System (MSSICS)

For Initial claims the Protective Filing Date on the SSI Claims Application (ACLM) screen is used. If it is not available, the Effective Filing Date is used.

c. Initial Case Advances to Reconsideration or Hearing Levels

If an initial case is advanced to a higher adjudicative level (reconsideration or hearing), the subsequent levels of the case will be linked to the initial case. In eView, the level displayed represents the highest adjudicative level that the case has reached. The filing date displayed shows the filing date of the most recent appeal date.

NOTE: If the initial case was not processed through EDCS as a CEF, the appeal is excluded from CEF per Certified Electronic Folder (CEF) Exclusions - DI 81010.030. This does not apply to cases converted to CEF immediately after IDA certification, i.e. bucket cases.

4. Status

Always look here to determine the