{ "_metadata": { "source": "Policy logic extracted from: Process_Guide_-_APA__ADLTC_How_To_Guide_2.19.25.pdf", "generator": "Policy Logic Extractor", "format": "json-rules-engine" }, "rules": [ { "name": "MAGI New Cert Period Start Date", "priority": 20, "conditions": { "all": [ { "fact": "programType", "operator": "equal", "value": "MAGI" } ] }, "event": { "type": "new-cert-period-start-month-set-to-month-after-determination-date", "params": { "ruleId": "rule-001", "ruleName": "MAGI New Cert Period Start Date", "consequence": "new_cert_period_start_month = month_after_determination_date", "confidence": 0.99, "sourceDocument": "APA_ADLTC_process_guide_01_2025.pdf", "sourceSection": "FIRST MONTH OF NEW CERT PERIOD", "ruleType": "computation", "calculationMethod": "month_after_determination" } } }, { "name": "SDX Client Deceased Alert Cannot Verify Death", "priority": 150, "conditions": { "all": [ { "fact": "alertType", "operator": "equal", "value": "SDX_CLIENT_DECEASED" } ] }, "event": { "type": "alert-cannot-be-used-as-death-verification", "params": { "ruleId": "rule-002", "ruleName": "SDX Client Deceased Alert Cannot Verify Death", "consequence": "alert_cannot_be_used_as_death_verification; death_must_be_verified_through_other_means", "confidence": 0.99, "sourceDocument": "APA_ADLTC_How_To_Guide_CC_L&D_01_2025", "sourceSection": "SDX_CLIENT_DECEASED", "ruleType": "prohibition" } } }, { "name": "Non-MAGI Timely Review New Cert Period Start Date", "priority": 20, "conditions": { "all": [ { "fact": "programType", "operator": "notEqual", "value": "MAGI" }, { "fact": "reviewType", "operator": "equal", "value": "timely" } ] }, "event": { "type": "new-cert-period-start-month-set-to-month-after-current-cert-period-end", "params": { "ruleId": "rule-003", "ruleName": "Non-MAGI Timely Review New Cert Period Start Date", "consequence": "new_cert_period_start_month = month_after_current_cert_period_end_date", "confidence": 0.99, "sourceDocument": "APA_ADLTC_process_guide_01_2025.pdf", "sourceSection": "FIRST MONTH OF NEW CERT PERIOD / REGISTRATION PROCESS STEPS FOR EARLY APA/ME REVIEWS", "ruleType": "computation", "calculationMethod": "month_after_current_cert_period_end", "reviewClassification": "timely" } } }, { "name": "SDX Client Deceased - Verify Death", "priority": 140, "conditions": { "all": [ { "fact": "alertType", "operator": "equal", "value": "SDX_CLIENT_DECEASED" } ] }, "event": { "type": "verify-client-is-deceased", "params": { "ruleId": "rule-004", "ruleName": "SDX Client Deceased - Verify Death", "consequence": "verify_client_is_deceased", "confidence": 0.99, "sourceDocument": "APA_ADLTC_How_To_Guide_CC_L&D_01_2025", "sourceSection": "SDX_CLIENT_DECEASED", "ruleType": "procedural", "step": 2, "verificationMethods": [ "INME_13", "INME_14", "Obituary", "Collateral_Contacts", "Burial_Application" ] } } }, { "name": "SSI Recipients Ineligible for ATAP", "priority": 100, "conditions": { "all": [ { "fact": "parentReceivesSsi", "operator": "equal", "value": true } ] }, "event": { "type": "parent-ineligible-for-atap", "params": { "ruleId": "rule-005", "ruleName": "SSI Recipients Ineligible for ATAP", "consequence": "parent_ineligible_for_atap", "confidence": 0.99, "sourceDocument": "APA_ADLTC_process_guide_2025.pdf", "sourceSection": "ATAP WITH APA - SSI Recipients", "ruleType": "disqualification", "reference": "ATAP MS 754-8, 758-6" } } }, { "name": "Dollar-for-Dollar Allocation Reduction of Sponsor Income", "priority": 20, "conditions": { "all": [ { "fact": "sponsorGrossIncome", "operator": "greaterThan", "value": 0 }, { "fact": "calculationContext", "operator": "equal", "value": "alien_deeming_allocation" } ] }, "event": { "type": "subtract-allocation-amounts-dollar-for-dollar-from-sponsor-income", "params": { "ruleId": "rule-006", "ruleName": "Dollar-for-Dollar Allocation Reduction of Sponsor Income", "consequence": "subtract_allocation_amounts_dollar_for_dollar_from_sponsor_income", "confidence": 0.97, "sourceDocument": "APA_ADLTC_How-To_Process_Guide", "sourceSection": "APA MS 460-5B", "ruleType": "computation", "reductionMethod": "dollar_for_dollar" } } }, { "name": "APA Application Denial - Pended Case Not in SSI Pay Status", "priority": 75, "conditions": { "all": [ { "fact": "alertType", "operator": "equal", "value": "SDX_TERMINATED" }, { "fact": "caseType", "operator": "equal", "value": "APA_APP" }, { "fact": "caseWasPended", "operator": "equal", "value": true }, { "fact": "caseSsiInPayStatus", "operator": "equal", "value": false } ] }, "event": { "type": "deny-application-for-not-being-in-ssi-pay-status", "params": { "ruleId": "rule-007", "ruleName": "APA Application Denial - 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Do Not Update Name Without Proof", "priority": 150, "conditions": { "all": [ { "fact": "alertType", "operator": "equal", "value": "SVES_DOB_SSN_CONFLICT" }, { "fact": "proofOfNameReceived", "operator": "equal", "value": false } ] }, "event": { "type": "do-not-update-name-in-eis", "params": { "ruleId": "rule-009", "ruleName": "Prohibition - Do Not Update Name Without Proof", "consequence": "do_not_update_name_in_EIS", "confidence": 0.99, "sourceDocument": "APA_ADLTC_How-To_Process_Guide_CC_LD_01_2025", "sourceSection": "SVES DOB/SSN CONFLICT - Step 5", "ruleType": "prohibition" } } }, { "name": "APA Application Pend - Case Not Pended and SSI Pay Status Needed", "priority": 60, "conditions": { "all": [ { "fact": "alertType", "operator": "equal", "value": "SDX_TERMINATED" }, { "fact": "caseType", "operator": "equal", "value": "APA_APP" }, { "fact": "caseWasPended", "operator": "equal", "value": false }, { "fact": "caseSsiInPayStatusNeeded", "operator": "equal", "value": true } ] }, "event": { "type": "pend-case-for-ssi-application-pursuit-and-pay-status-using-p007", "params": { "ruleId": "rule-010", "ruleName": "APA Application Pend - 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TA and IA Eligibility", "ruleType": "disqualification", "reference": "APA MS 426-9" } } }, { "name": "QMB No Retro Eligibility", "priority": 100, "conditions": { "all": [ { "fact": "clientProgram", "operator": "equal", "value": "QMB" } ] }, "event": { "type": "retro-eligibility-not-allowed", "params": { "ruleId": "rule-013", "ruleName": "QMB No Retro Eligibility", "consequence": "retro_eligibility_not_allowed", "confidence": 0.99, "sourceDocument": "caseworker_process_guide_APA.pdf", "sourceSection": "QUALIFIED MEDICARE BENEFICIARY (QMB)", "ruleType": "eligibility", "retroEligibility": false } } }, { "name": "Update APA Living Arrangement When ATAP Opens or Closes", "priority": 30, "conditions": { "all": [ { "fact": "atapCaseStatusChanged", "operator": "equal", "value": true }, { "fact": "atapCaseNewStatus", "operator": "in", "value": [ "opened", "closed" ] } ] }, "event": { "type": "update-apa-living-arrangement", "params": { "ruleId": "rule-014", "ruleName": "Update APA Living Arrangement When ATAP Opens or Closes", "consequence": "update_apa_living_arrangement", "confidence": 0.97, "sourceDocument": "APA_ADLTC_process_guide_2025.pdf", "sourceSection": "ATAP WITH APA - Update APA Living Arrangement", "ruleType": "procedural", "triggerEvents": [ "ATAP_opened", "ATAP_closed" ] } } }, { "name": "QMB Household Size", "priority": 30, "conditions": { "all": [ { "fact": "clientProgram", "operator": "equal", "value": "QMB" } ] }, "event": { "type": "set-household-size-to-1-if-pi-only-or-2-if-pi-and-spouse", "params": { "ruleId": "rule-015", "ruleName": "QMB Household Size", "consequence": "set_household_size_to_1_if_PI_only_or_2_if_PI_and_spouse", "confidence": 0.97, "sourceDocument": "caseworker_process_guide_APA.pdf", "sourceSection": "QUALIFIED MEDICARE BENEFICIARY (QMB)", "ruleType": "procedural", "householdSizeOptions": [ 1, 2 ] } } }, { "name": "QMB Spouse Registration and Coding", "priority": 30, "conditions": { "all": [ { "fact": "clientProgram", "operator": "equal", "value": "QMB" }, { "fact": "householdHasSpouse", "operator": "equal", "value": true } ] }, "event": { "type": "register-sp-but-code-only-pi-as-in", "params": { "ruleId": "rule-016", "ruleName": "QMB Spouse Registration and Coding", "consequence": "register_SP_but_code_only_PI_as_in", "confidence": 0.97, "sourceDocument": "caseworker_process_guide_APA.pdf", "sourceSection": "QUALIFIED MEDICARE BENEFICIARY (QMB)", "ruleType": "procedural" } } }, { "name": "QMB Auth Screen - Dual Eligible", "priority": 30, "conditions": { "all": [ { "fact": "clientProgram", "operator": "equal", "value": "QMB" }, { "fact": "clientIsDualEligibleWithApa", "operator": "equal", "value": true } ] }, "event": { "type": "use-auth-screen-apas", "params": { "ruleId": "rule-017", "ruleName": "QMB Auth Screen - Dual Eligible", "consequence": "use_auth_screen_APAS", "confidence": 0.97, "sourceDocument": "caseworker_process_guide_APA.pdf", "sourceSection": "QUALIFIED MEDICARE BENEFICIARY (QMB)", "ruleType": "procedural", "authScreen": "APAS" } } }, { "name": "APA Applicant Residency Verification Required", "priority": 30, "conditions": { "all": [ { "fact": "personProgram", "operator": "equal", "value": "APA" }, { "fact": "personStatus", "operator": "equal", "value": "applicant" } ] }, "event": { "type": "residency-verification-required", "params": { "ruleId": "rule-018", "ruleName": "APA Applicant Residency Verification Required", "consequence": "residency_verification_required", "confidence": 0.99, "sourceDocument": "APA_ADLTC_process_guide_01_2025.pdf", "sourceSection": "verifying_ak_residency", "ruleType": "verification" } } }, { "name": "APA Recipient Residency Verification Only If Questionable", "priority": 40, "conditions": { "all": [ { "fact": "personProgram", "operator": "equal", "value": "APA" }, { "fact": "personStatus", "operator": "equal", "value": "recipient" }, { "fact": "personResidencyIsQuestionable", "operator": "equal", "value": true } ] }, "event": { "type": "residency-verification-required", "params": { "ruleId": "rule-019", "ruleName": "APA Recipient Residency Verification Only If Questionable", "consequence": "residency_verification_required", "confidence": 0.97, "sourceDocument": "APA_ADLTC_process_guide_01_2025.pdf", "sourceSection": "verifying_ak_residency", "ruleType": "verification" } } }, { "name": "SLMB Coverage - 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