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MPSC WIC MIS SystemDetailed Functional Design Document

CS 6b EBT Food Screens

Revision Date: July 1, 2018

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Document RevisionsRevision

Date Updated By Requested By Description of Revision

8/2/2013 Ciber Team MPSC Amendment 7 Updates10/28/13 Ciber Team MPSC Clarifications and refinements

related to Help Desk support02/28/2014 Ciber Team MPSC Release 3.7 Updates03/24/2014 Ciber Team Ciber Split CS 6 into Common, FI and

EBT volumes.4/23/2014 Ciber Team MP User Group Release 4.0 Task Order 312/24/2014 Ciber Team MP User Group Release 4.1 Construction

Clarifications3/8/2015 Ciber Team MP User Group Release 4.2 Updates

4/21/2015 Ciber Team MP User Group Release 4.3 Updates4/14/2015 Ciber Team MP User Group Release 5.0 Task Order 46/8/2015 Ciber Team MP User Group Release 4.4 Updates8/5/2015 Ciber Team MP User Group Release 5.1 Updates

9/18/2015 Ciber Team MP User Group Release 5.2 Updates12/28/2015 Ciber Team MP User Group Release 5.3 Updates01/15/2016 Ciber Team Ciber Team 2016 DFDD Baseline3/16/2016 Ciber Team MP User Group Release 5.4 Updates3/29/2016 Ciber Team MP User Group Release 5.5 Updates6/16/2016 Ciber Team MP User Group Release 5.05 Change Log

Review7/19/2016 Ciber Team MP User Group Release 5.04/5.05 Change Log

Review10/24/2016 Ciber Team MP User Group Release 5.6 Updates12/13/2016 Ciber Team MP User Group Release 5.6 Change Log Review

Updates1/23/2017 Ciber Team MP User Group Release 5.07 Updates2/6/2017 Ciber Team MP User Group Release 5.07 Change Log

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Review Updates2/24/2017 CDP Team MP User Group Release 6.00 Updates

5/23/2017 CDP Team MP User Group Cover page, header, and footer mods for new M&E contractor

10/23/2017 CDP Team MP User Group Release 6.02 Update (CI-136 Reengineering of Food Benefits)

May 21, 2018 Table of Contents Page of


Table of Contents1 Introduction.........................................................................................................62 Foods....................................................................................................................83 Food Package....................................................................................................10

3.1 Food Package Effective Date...................................................................103.2 Formula/Medical Food Documentation.....................................................103.3 Prescribing Foods for a Participant...........................................................103.4 Food Package Grid...................................................................................113.5 Card Benefits/Food Benefits Display........................................................113.6 Direct Shipping Food................................................................................113.7 Food Package Screen..............................................................................11

4 Returned Formula.............................................................................................395 Issuance Summary............................................................................................506 Card Operations (Smart Card WIC Only).........................................................56

6.1 Signature Capture – Replace Card Pop-Up (Smart Card WIC Only).......66

7 Card Operations (Online EPPIC / Online WIC Direct).....................................688 Food Benefits....................................................................................................92

8.1 Displaying the Screen...............................................................................928.2 Issuing and Processing Food Benefits (Smart Card WIC Only)...............938.3 Issuing and Processing Food Benefits (Online EPPIC / Online WIC Direct)

968.4 Changing Food Packages During an Issuance Period.............................978.5 (Smart Card WIC Only) Mailing Benefits..................................................978.6 Prorating Benefits.....................................................................................978.7 Moving a Child Between Families.............................................................988.8 Process Flow - General..........................................................................1008.9 Process Flow – No Active PAN..............................................................1018.10 Process Flow – Screen View Options.....................................................1038.11 Process Flow – New Issuance................................................................1098.12 Process Flow – Reissuance...................................................................1228.13 Process Flow – Removing Benefits........................................................1418.14 Food Benefits Screen – Transfer Benefits (Smart Card WIC)................1438.15 Food Benefits Screen (Smart Card WIC)...............................................1448.16 Food Benefits Screen (Online EPPIC / Online WIC Direct)....................1458.17 Food Benefits Screen – Components.....................................................1468.18 Food Benefits Screen – Business Rules – (Smart Card Only)...............157

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8.19 Food Benefits Screen – Business Rules – (Online EPPIC / Online WIC Direct)1698.20 Food Benefits Screen – Business Rules – Common For All EBT...........1898.21 Family Food Benefits (Static:Code) (Online EPPIC / Online WIC Direct)

2008.22 Signature Capture – EBT Issuance Pop-Up...........................................202

9 Audit Trail.........................................................................................................2059.1 Food Benefit Listing (Static)....................................................................231

9.1.1 Food Benefit Listing Mockup..................................................................231

10 Economic Unit Balance-to-Issue....................................................................23310.1 Economic Unit Balance-to-Issue – Security............................................23610.2 Economic Unit Balance-to-Issue – Components....................................23610.3 Economic Unit Balance-to-Issue – EBT-Only Business Rules...............24210.4 Economic Unit Balance-to-Issue – Reissuance Scenarios.....................248

May 21, 2018 Table of Contents Page of

CS 6b EBT Food Screens MPSC WIC MIS System

1 IntroductionThe screens, functions, and algorithms that comprise the Foods node of the Clinic Services naviagationnavigation tree are divided into three Detailed Functional Design Documents. One reason for this division is the huge document that results when the information in the three separate documents is combined. A second, and more important reason, is to separate the FI-Only and EBT-Only business rules. Separating these rules by delivery method, rather than comingling them in a single document, will make it easier for a reader interested only in an FI installation or only in an EBT installation, to focus more clearly on their specific choice. “Delivery method” is determined by the value of system parameter System.FoodBenefitDeliveryMethod.The three Detailed Functional Design Documents that comprise the Foods node are:

CS 6a Common Food Screens and Appendices – This document describes the screens in the Foods node that are identical whether the delivery method is FI or EBT. It also includes appendices that describe functions that are used by both FI and EBT delivery methods for processing:

o Appendix A: EBT Foods Screens Comparisono Appendix B: Automated Food Package Update Algorithmo Appendix C: Food Benefit Alert Algorithmo Appendix D: Benefit Calculation Ruleso Appendix E: Proration Ruleso Appendix F: Participant Profile Assignment Rules

CS 6b EBT Food Screens – This document describes all screens in the Foods node that have business rules that apply only when the delivery method is EBT (system parameter System.FoodBenefitDeliveryMethod = ‘EBT’). The document also includes all business rules for each component that are used equally whether the delivery method is FI or EBT. As a result, the common business rules are duplicated for components that appear in both the CS 6b EBT Food Screens and CS 6c FI Food Screens DFDDs.The EBT-Only rules are described in the EBT-Only Business Rules tables and the commonent business rules are described in the Common Business Rules table. EBT-Only business rules that apply to both Smart Card EBTSmart Card WIC, and Online EPPIC, and Online WIC DirestXeroxConduentConduentConduentConduent EBT are identified with “(Smart Card WICEBT / Online EPPICXeroxConduentConduentConduentConduent EBT / Online CDP EBTOnline WIC Direct)” at the beginning of the BR. EBT-Only business rules that apply only to Smart Card EBTSmart Card WIC are identified with “(Smart Card EBT OnlySmart Card WIC Only)” at the beginning of the BR. EBT-Only business rules that apply only to Online XeroxConduentConduentConduent EBTEPPIC are identified with “(Online EPPICXeroxConduentConduentConduentConduent EBT Only)” at the beginning of the BR. EBT-only business rules that apply only to Online WIC Direct CDP EBT are identified with “(Online WIC DirectCDP Only)” at the beginning of the BR.

CS 6c FI Food Screens – This document describes all screens in the Foods node that have business rules that apply only when the delivery method is FI (system parameter System.FoodBenefitDeliveryMethod = ‘FI’). The document also includes all business rules for each component that are used equally whether the delivery method is FI or EBT. As a result, the common business rules are duplicated for

of 267 Economic Unit Balance-to-Issue May 21, 2018

MPSC WIC MIS System CS 6b EBT Food Screens

components that appear in both the CS 6b EBT Food Screens and CS 6c FI Food Screens DFDDs.The FI-Only rules are described in the FI-Only Business Rules table and the comment business rules are described in the Common Business Rules table. FI-Only business rules are identified with “(FI Only)” at the beginning of the BR.

May 21, 2018 Economic Unit Balance-to-Issue of 267


2 FoodsThe Foods node of the Clinic Services navigation tree includes screens that allow the user to assign a food package to a participant, return formula, view an issuance summary, assign cards to a family, make cards hot (Smart Card EBT OnlySmart Card WIC Only), deactivate cards (Online XeroxConduentConduent EPPICConduent EBT / Online CDP EBTOnline WIC Direct), manage the issuance of food benefits, and view activity related to a card. The screens found in this section are available when the system parameter “System.FoodBenefitDeliveryMethod” is set to “EBT”.(Smart Card EBT OnlySmart Card WIC Only) EDIS is the interface software that the application utilizes to interact with the card reader. The interaction between the MPSC system and EDIS is described in this document.(Online XeroxConduentConduent EPPICConduent EBT / Online CDP EBTOnline WIC Direct) The interactions between the MPSC system and the EBT Host occur as transmitted messages. The messages and interactions are also described in this document. Food Benefits are issued as aggregated family benefits based on an economic unit. Many families have a single economic unit; however, foster children are considered their own economic unit. To accommodate a primary economic unit and economic units based on foster children, the MPSC system allows for a single Family ID to be associated with multiple economic units. Each economic unit has its own EBT card.Food Benefits Functions

Managing card function. Card Operations activities include:o Setting up a card (Smart Card EBTSmart Card WIC / Online

XeroxConduentConduent EPPICConduent EBT / Online CDP EBTOnline WIC Direct)

o Designating a Hot Card (Smart Card EBT OnlySmart Card WIC Only)o Deactivating a Card (Online XeroxConduentConduent EPPICConduent EBT /

Online CDP EBTOnline WIC Direct)o Replacing a card (Smart Card EBTSmart Card WIC / Online

XeroxConduentConduent EPPICConduent EBT / Online CDP EBTOnline WIC Direct)

o Reinstating a card (Smart Card EBT OnlySmart Card WIC Only) Issuing food benefits. Food Benefits activities include:

o Issuing benefits to an economic unit’s active EBT card (Smart Card EBT OnlySmart Card WIC Only)

o Reissuing benefits to an economic unit’s active EBT card (includes considerations for changing food packages, redemptions that have occurred, and returned formula) (Smart Card EBT OnlySmart Card WIC Only)

o Issuing benefits to an economic unit’s Electronic Benefit Account (EBA) (Online XeroxConduentConduent EPPICConduent EBT / Online CDP EBTOnline WIC Direct)

o Reissuing benefits to an economic unit’s EBA (includes considerations for changing food packages, redemptions that have occurred, and returned formula) (Online XeroxConduentConduent EPPICConduent EBT / Online CDP EBTOnline WIC Direct)



o Displaying participant food package information (Smart Card EBTSmart Card WIC / Online XeroxConduentConduent EPPICConduent EBT / Online CDP EBTOnline WIC Direct)

o Transferring benefits for a current issuance period that were on a hot card, but held for a wait period (Smart Card EBT OnlySmart Card WIC Only)

Reviewing audit trail information from the perspective of the card of an economic unit. Audit Trail activities include:

o Food history information (issuance, reissuance, replacement of the card and the associated benefits, purchases, and food return transactions) shown in chronological order within the issue period (Smart Card EBTSmart Card WIC / Online XeroxConduentConduentConduent EBTEPPIC / Online CDP EBTOnline WIC Direct)

o Card operation information (setup, unlock card, designating a hot card, card replacement) with transaction dates (Smart Card EBT OnlySmart Card WIC Only)

o Card operation information (setup, deactivating a card, unlock card, card replacement) with transaction dates (Online XeroxConduentConduentConduent EBTEPPIC / Online CDP EBTOnline WIC Direct)

o Card operation information (change PIN) with transaction dates (Smart Card EBTSmart Card WIC / Online CDP EBTOnline WIC Direct)

Note: Menu item selections allow the following card activities functions: o Reading and displaying the card’s benefits (Smart Card EBT OnlySmart Card

WIC Only)o Reading and displaying the EBA’s benefits (Online

XeroxConduentConduentConduent EBTEPPIC / Online CDP EBTOnline WIC Direct)

o Changing a PIN (with card reader interaction) (Smart Card EBTSmart Card WIC )

o Changing a PIN (with PIN Pad interaction) (Online CDP EBTOnline WIC Direct)o Checking the card reader device to see if it is operational (Smart Card EBT

OnlySmart Card WIC Only)o Requesting the card diagnostic message (Smart Card EBT OnlySmart Card

WIC Only)o Changing a Forgotten PIN (Smart Card EBT OnlySmart Card WIC Only)o Requesting the card reader to print the card’s benefits (Smart Card EBT

OnlySmart Card WIC Only)o Printing a Family Food Benefits List of the EBA’s benefits (Online

XeroxConduentConduentConduent EBTEPPIC / Online CDP EBTOnline WIC Direct)

o Unlocking the card (Smart Card EBTSmart Card WIC / Online XeroxConduentConduentConduent EBTEPPIC / Online CDP EBTOnline WIC Direct)

For more information about the Card Activities menu items and their functions, see CS 0 Clinic Services Overview.



3 Food PackageThe Food Package screen allows the user to record prescription information related to special diet needs, record that specific foods are needed for a religious reason, and allows the prescription of food items. Historical Food Package screens are accessed by using the record selector.

3.1 Food Package Effective DateThe Food Package Effective Date is the date the user wants this food package to first be available for issuance. For example, if the user wants the food package first available on 4/1/08, then they should set the effective date for 4/1/08. The default for the Food Package Effective Date is today’s date because it is expected that the date that a user is prescribing the Food Package is the first date that they want it available for issuance in most cases. This Food Package stays effective until a user makes another Food Package.

3.2 Formula/Medical Food DocumentationDocumentation related to a Formula/Medical Food or a food need related to a religious reason is captured on a pop-up off of this screen. For Medical Documentation, Rx Expiration Date, medical diagnosis, and a designated authority are required for any food package with food items that are designated as “Special Diet.” If state or local policy dictates, the paper prescription can be scanned into the system using the Scan Document function accessed from the File menu. For information on creating Formula/Medical Foods Documentation, see CS 6a Common Food Screens and Appendices. For more information on scanning documents, see CS 0 Clinic Services Overview.

3.3 Prescribing Foods for a ParticipantA user can create a single food package or multiple food packages. A food package defines the food benefits for a participant for an issuance period. Generally the user selects a food package from a list of model food packages. If something other than the model package is desired, the user tailors the package as desired. A food package must be validated before it can be used to issue food benefits. This validation process compares the food package to the food rules that have been entered into the system in the Food Management functional area. Food rules are associated with participant profiles. A food package that fails the verification process is marked “unverified” and can be saved in the database, but cannot be used to issue food benefits. For more information on Model Food Packages, Food Rules, and Participant Profiles see FM 1 Food Management Screens.Most participants have a single food package that is used for all issuance periods within the issuance cycle. For example: A child is prescribed the model food package C-30-60 months/2 gallons. This same package is used to produce food benefits until a new food package is created by the user or by the system when a milestone date is met. Multiple food packages can be created for a participant, each with a future Effective Date. Multiple food packages are often created for special diet needs where different formulas are prescribed for different issuance periods or when the user is trying to issue current issuance period benefits that may be less than what is desired in future issuance periods. For more information on Milestones, see FM 1 Food Management Screens.



A verification process also occurs before Food Benefits are issued. During this process, the system checks to see if a participant reaches a Milestone age during the food issuance cycle. If yes, the system creates a new food package with the default food items for that participant profile. It is possible for the user to lock a food package so that the system continues a special diet food package rather than creating a new food package at defined milestones. (This may be used when the participant is receiving a specific food package because of a continued condition such as PKU or when the participant is not developmentally ready to progress to other foods along with their peers.)

3.4 Food Package GridFor EBT states, the Food Package grid displays Food Items by use of Category, Subcategory, Quantity, and UOM. The user also selects if the food item is to be used in all months, odd, or even months. As part of the tailoring process, food items can be added or removed from the grid.

3.5 Card Benefits/Food Benefits Display(Smart Card EBT OnlySmart Card WIC Only) The current and future issuance period card balances can be displayed in the Information panel, if desired, so that the user can see what is currently on the card. To accomplish this, the user inserts the card into the card reader and selects the Benefit Inquiry menu item. For further details about the Benefit Inquiry menu item, see CS 0 Clinic Services Overview, Card Activities Menu.(Online XeroxConduentConduentConduent EBTEPPIC / Online CDP EBTOnline WIC Direct) The current and future issuance period balances stored at the EBT Host can be displayed in the Information panel, if desired, so that the user can see the Economic Unit’s current balances. To accomplish this, the user selects the Benefit Inquiry menu item and then provides the PAN they wish to query. For further details about the Benefit Inquiry menu item, see CS 0 Clinic Services Overview, Card Activities Menu.

3.6 Direct Shipping FoodA system parameter allows a state to choose whether to direct ship food items which are typically specialized formulas or medical foods. Direct shipping varies slightly from state to state, but it represents giving food to participants outside the normal process of redeeming food benefits at vendor stores. Direct shipping may be set up where the clinic stores and distributes these food items or it may be that the food is directly shipped to the participant from a manufacturer. This is based on contractual arrangements. Directly shipped items are issued (inside the system) but are not produced on food instruments (EBT cards). These foods are identified as candidates in the food management screens so that on the food package screen the user can check which foods are to be handled as directly shipped.

3.7 Food Package ScreenThe Food Package grid displays the Food Items by Category and Subcategory. The grid allows the user to see how the food quantities for full, 2/3, and 1/3 proration. As part of the tailoring process, food items can be added or removed from the grid. A system parameters determine the maximum number of food items that can be in the grid.



Food Package Screen (Smart Card EBTSmart Card WIC / Online XeroxConduentConduentConduent EBTEPPIC / Online CDP EBTOnline WIC Direct) (System.FoodBenefitDeliveryMethod system parameter is set to “EBT”) NOTE: The food package displayed belongs to a breastfeeding woman with a partially breastfed infant.> Foods > Food Package

<Family Header (See CS Overview)><Participant Sub-Header (See CS Overview)>

Note: See Appendix A: EBT Foods Screens Comparison in the CS 6a document for a matrix showing the purpose, the level of data, the length of data span, the ability to update, what data is managed, and the dates covered on this and other EBT Foods screens.



Control DescriptionEffective Dates This is the date that a food package becomes effective to be

used in the system to produce food benefits. The drop-down and spin control allow selection of historical food package data. When New is clicked, this date defaults to today’s date. It can be updated by the user. If another food package already exists for the participant with Food Package Date = today’s date, then the Food Package Effective Date must have an effective date other than today’s date entered by the user. The Effective Date is the first day that a food package can be used for issuance.

(Online XeroxConduentConduentConduent EBTEPPIC / Online CDP EBTOnline WIC Direct) When New is clicked, if the previous food package has an End Date that is not in the past, the Effective Date will default to the day after the previous food package End Date (not current date), then default to current date. This condition will only be found due to a converted legacy record belonging to a converted participant. This process is designed to assist a user to understand what the first day of issuance was determined to be based on the implementation of the MPSC WIC system. If a user deletes the newly added food package, as per normal system behavior, the previous food package End Date will be cleared.Type Record SelectorContents DatesDB Column ParticipantRX.EffectiveBegDt

New Clicking the New button creates a new Food Package record. The Food Package Effective Date is set to today’s date by default but can be updated. If a Food Package already exists with today’s date, the Food Package Effective Date of the new package must be changed by the user to a date in the future. If a new food package is created and there was an existing food package with a valid effective date, the previous package is given an end date of the day before the new package’s Effective Date.Type Command ButtonHot Key Alt + N

Edit Clicking the Edit button enables all fields on the Food Package screen for update.Type Command ButtonHot Key Alt + T



Control DescriptionDelete The Delete command button is used to delete the displayed Food

Package. If the food package is deleted and there was a previous food package the end date is removed so that the previous package is now in effect.Type Command ButtonHot Key Alt + D

End Date The date that a food package stops being effective. This food package can no longer be used to produce food benefits. This field is inquiry-only and not enabled for update. When a new food package is created the end date of the previous package is set to the day before the effective date of the new package. If the current food package is deleted then the previous food package end date is removed and the food package is once again the effective package.Type Text BoxRequired NALength NAValidation Mask of mm/dd/yyyyDisplay Only Yes Calculated YesDB Column ParticipantRX.EffectiveEndDt

Do Not Auto-Update This checkbox is used to lock a food package for use. If locked, future milestone based on automated food package selection is disabled (which in effect overrides the automated food package selection). This is based on matching against system defined participant profiles.Type CheckboxDB Column ParticipantRX.LockUseofPkgIn



Control Description<unlabeled>Part Profile Info

Additional participant profile information that is not available in the participant header or on the food package screen is displayed above the Documentation link:1. The WIC Formula level is displayed for Infants, Breastfeeding

women, and Pregnant women with Question 4g = Yes on their most recent Nutrition Interview.

2. Multiples is displayed for Breastfeeding Women with more than one infant in the Infant(s) Born From This Pregnancy list of the most current pregnancy, Pregnant Women with a Multifetal gestation for the most recent pregnancy, and Pregnant Women with Question 4g = Yes on their most recent Nutrition Interview and two related infants with Breastfeeding Description = Excl BF, Prim Excl/No F Pkg, or Prim Excl/Comp.

Type Text BoxRequired NALength NAValidation NADisplay Only Yes Calculated Yes

<unlabeled>Food Package Status

This is a display-only information message that identifies a food package as verified or not.


Verify The Verify button is used to force the application to perform the verification process on the displayed Food Package. If no errors are detected, the Food Package Status message is changed to “Verified.” If errors are detected, a list of edits that failed is displayed and the Food Package Status message is changed to “Unverified.” A food package that is not verified may be saved to the database but cannot be used to issue food instruments. Type Command ButtonHot Key Alt + I

Copy Clicking the Copy button creates a new Food Package by making a copy of the currently selected Food Package. The new food package’s Effective Date defaults to today’s date. The food package contents and all data recorded on the Food Package Documentation Pop-Up are copied that have not reached their Rx Expiration Date. The Doc ID is not copied forward from the previous package. Copy button copies all three View levels.Type Command ButtonHot Key Alt + Y



Control DescriptionSpecial Diet This checkbox is used to identify that a participant’s food

package requires additional documentation. Usually this is formula or medical foods prescribed by an authorized prescribing authority. This checkbox is also used to record religious reasons for needing different foods.Type CheckboxDB Column ParticipantRX.SpecialDietIn

Documentation Hyperlink to Food Package Documentation Pop-Up. See the Food Package Documentation Pop-Up section for more information.Type Link

Self-Reported This checkbox is used to identify a self-reported disease state or condition that necessitates a food package that is different than most participants of the same participant profile would receive.Type Checkbox

Details This text box allows the user to briefly document details about the self-reported diet needs. More extensive detail could be documented in the participant’s care plan.Type Text BoxRequired Yes, if Self-Reported is markedLength 70Validation AlphanumericDisplay Only No Calculated No

Model Food Package When New, Edit before a save, is clicked, this drop-down contains the list of pre-defined model food packages that are appropriate for the participant’s profile which includes: participant category, age, breastfeeding status, homeless status, multiples status, and special diet status.Type List BoxRequired NoDB Column Not StoredCode ID ModelRx table lookup

View - Full This radio button allows the user to select that the Food Package grid contains the food for a full issuance. This is the default view.Type Radio ButtonRequired Yes, Full, 2/3 or 1/3 are required

View – 2/3 This radio button allows the user to select that the Food Package grid contains the food for a 2/3 proration issuance.Type Radio ButtonRequired Yes, Full, 2/3 or 1/3 are required



Control DescriptionView – 1/3 This radio button allows the user to select that the Food Package

grid contains the food for a 1/3 proration issuance.Type Radio ButtonRequired Yes, Full, 2/3 or 1/3 are required

FB Issuance FB Issuance displays the period of time for which food instruments are issued. Once changed, every food package displays this value.Type List BoxRequired YesDB Column Participant.FIIssuanceCdCode ID FI Issuance Cd

This code element is non-editable. The installed values are: 3 Months 2 Months 1 Month No Food Benefits

1st Day The First Day of Issuance is displayed. For Calendar states, this value is set to 1. For Rolling states, this value is set based on the first day the family receives issuance.Type Text BoxRequired NALength NAValidation NADisplay Only Yes Calculated NoDB Column NA

Food Package Name This is the name of the participants’ food package. Its name is usually either the model food package name or, if tailored, the word "Tailored" followed by the model food package name.Type Text BoxRequired NALength 67Validation NADisplay Only Yes Calculated NoDB Column ParticipantRx.Name



Control Description<contract?> This is a label beside the food package name where the

(Contract) or (Non-Contract) appears respectively to packages that have formulas in them.Type Text BoxRequired NALength NAValidation NADisplay Only Yes Calculated NoDB Column NA

Add Food The Add Food command button allows the user to add a new Food Item to the Food Package Grid. A new empty row is added to the bottom of the Food Package Grid. The Qty (Smart Card EBTSmart Card WIC / Online XeroxConduentConduentConduent EBTEPPIC / Online CDP EBTOnline WIC Direct) column is initially blank.Type Command ButtonHot Key None

Remove The Remove Food command button is used to delete a Food Item from the Food Package Grid. Before clicking the Remove Food button, select the food item to be deleted by clicking the appropriate “food item” row label.Type Command ButtonHot Key None

Food Package This is the food package data grid.Type Data Grid

Category The Category list box contains a listing of all of the food categories. When an item is selected from this list it filters the values in the Subcategory (Smart Card EBTSmart Card WIC / Online XeroxConduentConduentConduent EBTEPPIC / Online CDP EBTOnline WIC Direct) list.Type List BoxRequired YesDB Column FoodCategory.CategoryNrCode ID FoodCategory table look up (Display all

category FoodCategory.CategoryNr and FoodCategory.Name in the drop-down where Food Package effective date is within the FoodCategory.EffectiveDt and FoodCategory.EndDt) (Mask of “99 XXXXX”)



Control DescriptionSubcategory (Smart Card EBTSmart Card WIC / Online XeroxConduentConduentConduent EBTEPPIC / Online CDP EBTOnline WIC Direct)

This field contains the description of each food item defined in a food package. The drop-down contains the list of all available, active foods. The user can customize a food package by choosing a different food item from the drop-down list.

Type List BoxRequired Yes, at least one Food Item must exist in a Food

PackageDB Column ParticipantRX.SRx_ID Code ID (Smart Card EBTSmart Card WIC / Online

XeroxConduentConduentConduent EBTEPPIC / Online CDP EBTOnline WIC Direct)Subcategory table lookup (Display all category Product.SubCategoryNr and Product.Name in the drop-down where Food Package effective date is within the Product.EffectiveDt and Product.EndDt) Mask of “999 xxxxxxxx”



Control DescriptionQty(Smart Card EBTSmart Card WIC / Online XeroxConduentConduentConduent EBTEPPIC / Online CDP EBTOnline WIC Direct)

(Smart Card EBTSmart Card WIC / Online XeroxConduentConduentConduent EBTEPPIC / Online CDP EBTOnline WIC Direct) For EBT, the FI 1 column is labeled ‘Qty’. The quantity of the food item is displayed in this column.

Type Text BoxRequired (Smart Card EBTSmart Card WIC / Online

XeroxConduentConduentConduent EBTEPPIC / Online CDP EBTOnline WIC Direct)Yes, a Quantity must be defined for each food.

Length Integer 4Validation Numeric

(Smart Card EBTSmart Card WIC / Online XeroxConduentConduentConduent EBTEPPIC / Online CDP EBTOnline WIC Direct)Display masks are based on the Decimal Code value from the ProdContainer table for the food item.Decimal Code Valid maskWHOL 9HUND 9.99HALF 9.0, 9.5QRTR 9.00, 9.25, 9.50, 9.75TENS 9.9

Display Only No Calculated NoDB Column ParticipantRX.SRx_ID

(Smart Card EBTSmart Card WIC / Online XeroxConduentConduentConduent EBTEPPIC / Online CDP EBTOnline WIC Direct)ProdContainer.DecimalBasedIssuanceCD



Control DescriptionUOM(Smart Card EBTSmart Card WIC/ Online XeroxConduentConduentConduent EBTEPPIC / Online CDP EBTOnline WIC Direct)

The Unit of Measure of the subcategory.

Type Text BoxRequired NALength 8Validation NADisplay Only Yes Calculated NoDB Column ProdContainer.ContainerSizeCd

Month This field contains whether the food benefit is for every month (All), even numbered months (Even) or odd numbered months (Odd).Type List BoxRequired YesDB Column ParticipantRX.SRx_ID Code ID OddEven

This code element is non-editable.The installed values are:AllOddEven

Doc ID This field contains a list of Documentation ID numbers. The user associates a Documentation ID (from the Food Package Documentation Pop-Up) with a specific food item as needed. Type List BoxRequired Yes, if the food item is from food Categories 31,

41, or 21 (non-contract).Code ID NA

Direct A check box used to indicate that this food item is considered directly shipped (i.e., client does not need to redeem an FI at a vendor but rather the food is provided from the clinic shelf or directly shipped to them. The checkbox is enabled if the food item is marked as a direct ship candidate in the food management setup.Type CheckboxDB Column ParticipantRX.SRx_ID



Control DescriptionComments The comment text box is supplied to give additional information

regarding the current food package. Type Text BoxLength 100Required NoDisplay Only No Calculated NoDB Column ParticipantRx.Comment

<Last Modified By User and Date>

In the lower right-hand corner, the user and the date of the last update of the food package or its food content records are displayed.Type Text BoxRequired NALength NAValidation Mask of ‘firstname lastname mm/dd/yyyy’Display Only Yes Calculated NoDB Column ParticipantRx.ModifyStfpID +

ParticipantRx.ModifyDt

(Smart Card EBTSmart Card WIC / Online XeroxConduentConduentConduent EBTEPPIC / Online CDP EBTOnline WIC Direct) Business RulesParticipant Header Rule and Navigation No EBT-Only Business Rules

Food Package Selection/Naming Rules No EBT-Only Business Rules

General Business Rules No EBT-Only Business Rules

Validation Rules (occur interactively with user in the Message tab)[1.] (Smart Card EBTSmart Card WIC / Online XeroxConduentConduentConduent EBTEPPIC

/ Online CDP EBTOnline WIC Direct) Display an error message if any food item’s Qty violates the following rules based on the food item’s value of ProdContainer.DecimalBasedIssuanceCd:

a. If ‘WHOL’, Qty must be a whole number.b. If ‘HUND’, Qty must have no more than two decimal digits.c. If ‘HALF’, decimal digit of Qty must be 0 or 5.d. If ‘QRTR’, decimal digit of Qty must be 00, 25, 50, or 75.

[2.] (Smart Card EBTSmart Card WIC / Online XeroxConduentConduentConduent EBTEPPIC / Online CDP EBTOnline WIC Direct) If ‘TENS’, Qty must have no more than one decimal digit.

Verification Rules (occur with Verify button in the Food Benefits tab)2.[3.] When a package is verified (i.e. user presses the Verify button), the following edits



(Smart Card EBTSmart Card WIC / Online XeroxConduentConduentConduent EBTEPPIC / Online CDP EBTOnline WIC Direct) Business Rules

must be passed to be marked as verified. Note: If the effective date of the food package is in the future, the food package uses the profile attached to the food package. If the effective date of the food package is current date or earlier, the food package uses the current participant profile. Note: (Smart Card EBTSmart Card WIC / Online XeroxConduentConduentConduent EBTEPPIC / Online CDP EBTOnline WIC Direct) The food item in the following business rules is in the context of the category/subcategory for EBT states.Note: Some errors are displayed prior to verification but are also part of the verification algorithm. They are identified with an “*”.

[a.] (Smart Card EBTSmart Card WIC / Online XeroxConduentConduentConduent EBTEPPIC / Online CDP EBTOnline WIC Direct) Display an error message when the subcategory quantity is zero.

[b.] (Smart Card EBTSmart Card WIC / Online XeroxConduentConduentConduent EBTEPPIC / Online CDP EBTOnline WIC Direct) Display an error message when the number of food items is greater than the system parameter EBT.FoodSubcatMaxNumber.

[c.] (Smart Card EBT OnlySmart Card WIC Only) If a food package change is being done during the transition month (i.e. month of 1 year birthday) from infant to child for a participant whose current month was already written to the card, the system will evaluate the contents of newly selected food package.

i. If the currently effective food package is an infant package (has foods designated as “Infant Food”) and the new food package is a child food package (has foods not designated as “Infant Food” or “Allow with Infant Foods”), then display a popup with the message, “Please insert card to verify food balance on card”. Pressing the Read Card button reads the card (See EDIS Integration Business Rules at bottom of business rules).

1. If the user presses the Cancel button, the popup closes and the package is marked “Unverified”.

2. If the user presses the OK button, the popup closes with the following actions:

a. If any food item designated as an “Infant Food” has been purchased, display an error message “For the transition period of Infant to Child, the participant cannot change packages (Infant versus Child) because foods have been purchased” and mark the package “Unverified”.

b. If the only food item purchased is designated as “Allow With Infant Foods”, mark the package “Verified” if it meets all applicable food rules for the participant’s profile.

ii. If the currently effective food package is a child food package (has foods not designated as “Infant Food”) and the new food package is an infant package (has foods designated as “Infant Food”), then display a popup with the message, “Please insert card to verify food balance on card”. Pressing the Read Card button reads the card (See EDIS Integration Business Rules at bottom of business rules).

1. If the user presses the Cancel button, the popup closes and the package is marked “Unverified”.

2. If the user presses the OK button, the popup closes with the following actions:

a. If any food item not designated as an “Infant Food” has been purchased, display an error message “For the transition period of Infant to Child, the participant cannot change packages (Infant versus Child) because foods




have been purchased” and mark the package “Unverified”.

i. Example Scenario: If the child food package contained eggs and another member of the economic unit also had an effective food package issued against that contained eggs, if any eggs had been purchased, the system would consider this to be a situation where a non-Infant Food had been purchased. The system cannot distinguish if a food is purchased for one member of an economic unit or another.


iii. During the check for purchased foods, the system does not check for returned food items.

iv. If the economic unit has multiple participants that are in their transition month (i.e. twins, triplets, etc.), if any infant foods have been purchased for the economic unit, then new food packages for participants in the economic unit in the transition month that contain child foods cannot be verified.

v. If the economic unit has multiple participants that are in their transition month (i.e. twins, triplets, etc.), if no infant foods have been purchased for the economic unit or if only “Allow with Infant Foods” have been purchased, then new food packages for participants in the economic unit in the transition month that contain child foods can be verified.

vi.[d.] (Online XeroxConduentConduentConduent EBTEPPIC / Online CDP EBTOnline

WIC Direct) If a food package change is being done during the transition month (i.e. month of 1 year birthday) from infant to child for a participant whose current month benefits were already issued to the EBA, evaluate contents of new food package.

vii.[i.] If the currently effective food package is an infant package (has foods designated as “Infant Food”) and the new food package is a child food package (has foods not designated as “Infant Food” or “Allow With Infant Foods”,

1. If the user is in connected mode, call the Read Account function (See Get Account Balance Business Rules later in this section) to obtain the current balance of the issued benefits. Compare the current balances with the issued balances:

a. If any food item designated as an “Infant Food” has been purchased, display an error message “For the transition period of Infant to Child, the participant cannot change packages (Infant versus Child) because foods have been purchased” and mark the package “Unverified”.


2. If the user is in disconnected mode, display an error message that the transition month food package cannot be verified while in disconnected mode. Do not mark the food package verified if the user saves the food package.




viii.[ii.] If the currently effective food package is a child food package (has foods not designated as “Infant Food”) and the new food package is an infant package (has foods designated as “Infant Food”),

1. If the user is in connected mode, call the Read Account function (See Get Account Balance Business Rules later in this section) to obtain the current balance of the issued benefits. Compare the current balances with the issued balances:

a. If any food item not designated as an “Infant Food” has been purchased, display an error message “For the transition period of Infant to Child, the participant cannot change packages (Infant versus Child) because foods have been purchased” and mark the package “Unverified”.

i. Example Scenario: If the child food package contained eggs and another member of the economic unit also had an effective food package issued against that contained eggs, if any eggs had been purchased, the system would consider this to be a situation where a non-Infant Food had been purchased. The system cannot distinguish if a food is purchased for one member of an economic unit or another.


2. If the user is in disconnected mode, display an error message that the transition month food package cannot be verified while in disconnected mode. Do not mark the food package verified if the user saves the food package.

ix.[iii.] During the check for purchased foods, the system does not check for returned food items.

x.[iv.] If the economic unit has multiple participants that are in their transition month (i.e. twins, triplets, etc.), if any infant foods have been purchased for the economic unit, then new food packages for participants in the economic unit in the tranisition month that contain child foods cannot be verified.

xi.[v.] If the economic unit has multiple participants that are in their transition month (i.e. twins, triplets, etc.), if no infant foods have been purchased for the economic unit or if only “Allow with Infant Foods” have been purchased, then new food packages for participants in the economic unit in the transition month that contain child foods can be verified.

Other Rules[4.] (Smart Card EBTSmart Card WIC / Online XeroxConduentConduentConduent EBTEPPIC

/ Online CDP EBTOnline WIC Direct) When the System.FoodBenefitDeliveryMethod system parameter is set to “EBT”, hide the Add FI and Remove FI command buttons, change the Item Description label to Subcategory, and change the FI 1 label to Qnty.

[5.] (Smart Card EBTSmart Card WIC / Online XeroxConduentConduentConduent EBTEPPIC / Online CDP EBTOnline WIC Direct) The number of FIs, the Food Items and Quantities, and their distribution across the FIs for a participant’s Food Package is described by data stored in the StateRx, StateFI, and SFIContents tables. For EBT, there is only one FI.




EBT Device Interface System (EDIS) Integration Business Rules (Smart Card EBT OnlySmart Card WIC Only)3.[6.] Read Card function (if popup needed for error; then close existing popup)

a. Status bar message = DisplayText of 'Insert_Card'b. EDIS: Display (DisplayText of 'Insert_Card')c. EDIS: ReadPAN () PANd. Check for validity of card to system (BR 57 in EBT Food Benefits)e. Valid WIC EBT Card or Valid WIC card for Systemf. Check for EU active cardg. If EU Active card

i. EDIS: ReadCardState ()ii. If Status Change Reason is 1 or 12 (Vendor marked that PIN attempts

exceeded) or other internal error (i.e. card pulled)1. Display a popup error message = Perform card diagnostic.

Operation halted due to card state issue (i.e. vendor indicated PIN attempts exceeded). Operation was not completed. Note: If EDIS error text provided then add the error text to end of the message.

iii. Else4.[7.] Status bar message = DisplayText of 'Read_Data'5.[8.] EDIS: Display (DisplayText of 'Read_Data')6.[9.] EDIS: ReadBenefits () - Return benefits to system (empty allowed)7.[10.] EDIS: Display (DisplayText of 'Oper_Suc_Ready')8.[11.] If Current Benefit Periods found

Go on to check next business rule.Else

Go on to check next business rule with current benefits considered empty.

9.[12.] Status bar message = "Ready"

Get Benefit Balance (Online XeroxConduentConduentConduent EBTEPPIC Only)10.[13.] Read Account function (if popup needed for error; then close existing popup)

a. Call Get Security Token Processb. Status bar message = ‘Querying EBT Host’c. Security Authorization Object.EBTMessageTypeCd = 3200.d. EBTMessageLog.EBTMessageTypeCd = 3200e. Create a Get Benefit Balance message populated as follows:

i. Household ID = Economic Unit Number of participant’s EUii. eWIC Card Number = Current active PAN assigned to the economic unitiii. Search Start Date = blankiv. Search End Date = blankv. Maximum Requested Count = 1000

[vi.] Security Authorization Object = See the System-Wide Interface with Online XeroxConduentConduentConduent EBTEPPIC Host DFDD for details.

f. Call Write EBTMessageLog.g. Send the Get Benefit Balance message to the EBT Host




h. Call Timeout Process.i. Receive Get Benefit Balance message response.j. Call Return Code Process.k. Write EBTMessageLogResponse record with these attributes:

i. ResendDt = nullii. DispositionDt = current date and timeiii. DispositionCd = ‘S’ (success)iv. EBTHostReturnCd = EBT Host response code

l. Status bar message = ‘Ready’

Timeout Process (Online XeroxConduentConduentConduent EBTEPPIC Only)11.[14.] If no response is received from the EBT Host within system parameter

EBT.EBTMessageTimeoutSeconds number of seconds, thena. Loop through this resend logic up to system parameter

EBT.EBTMessageTimeoutRetries number of times:i. Resend the message to the EBT Hostii. If no response is received, return to top of loop.iii. If the EBT Host returns a response equal to ‘0000’ or ‘0018’, exit the

Timeout Process functioniv. If the EBT Host returns a response not equal to ‘000’ or ‘0018’, go to

Return Code Process.b. Write EBTMessageLogResponse record with these attributes:

i. ResendDt = nullii. DispositionDt = current date and timeiii. DispositionCd = ‘T’ (timeout)iv. EBTHostReturnCd = null

c. If EBTMessageLog.EBTMessageTypeCd = ‘0000’ theni. Display ‘Unable to sign on to EBT Host and obtain security token. Please

try again or report this error to the Help Desk’d. Else

i. Display standard timeout error message to user.e. Status bar message = ‘Ready’.

Return Code Process (Online XeroxConduentConduentConduent EBTEPPIC Only)12.[15.] If Return Code from EBT Host is equal to ‘0003’ or ‘0011’ then

a. Call Get Security Token Processb. Exit Return Code Processc. If Return Code from EBT Host is not equal to ‘0000’ or ‘0018’ thend. Write EBTMessageLogResponse record with these attributes:

i. ResendDt = nullii. DispositionDt = current date and timeiii. DispositionCd = ‘A’ (abnormal)




iv. EBTHostReturnCd = EBT Host response codee. Display an error message to user that includes Return Code from the EBT Host

+ text from List Management where Code ID = EBT Host Return Code.f. Status bar message = ‘Ready’.

Write EBTMessageLog (Online XeroxConduentConduentConduent EBTEPPIC Only)13.[16.] Write an EBTMessageLog record with these attributes:

a. Incf_ID = IncomeFamily.ID of the selected participant’s Economic Uniti. EBTMessageDt = current date and time

b. EBTMessageContentsXML = message being sent to the EBT Host

Get Security Token Process (Online XeroxConduentConduentConduent EBTEPPIC Only)14.[17.] If CachedSecurityToken is not empty, then exit Get Security Token Process.

a. Status bar message = ‘Signing On to EBT Host’b. EBTMessageLog.EBTMessageTypeCd = ‘0000’c. Create a Sign On message populated as follows:

i. UserID = System.EBT.Online.SystemwideSignOnUserIDii. Password = System.EBT.Online.SystemwideSignOnPasswor

d. Call Write EBTMessageLoge. Send the Sign On message to the EBT Host.f. Call Timeout Process.g. Receive Sign On message response.h. Call Return Code Process.i. Write EBTMessageLogResponse record with these attributes:


j. Status bar message = ‘Ready’.

Get Benefit Balance (Online CDP EBTOnline WIC Direct)15.[18.] Read Account function (if popup needed for error; then close existing popup)

a. Status bar message = ‘Querying EBT Host’b. EBTMessageLog.EBTMessageTypeCd = 3200 (GetBenefitBalance)c. Create a Get Benefit Balance message populated as follows:

i. WIC MIS Account ID = Economic Unit Numberii. Card Number = Current active PAN assigned to the economic unitiii. Search Start Date = FDTU of the current issuance periodiv. Search End Date = LDTU of the current issuance periodv. Message Header Object = See the System-Wide Interface with Online




EBT Host DFDD for details.d. Write an EBTMessageLog record with these attributes:

i. Incf_ID = IncomeFamily.ID of the selected participant's Economic Unitii. EBTMessageDt = current date and timeiii. EBTMessageContentsXML = message being sent to the EBT Host

e. Send the Get Benefit Balance message to the EBT Hostf. If no response is received from the EBT Host within system parameter

EBT.EBTMessageTimeoutSeconds number of seconds, theni. Loop through this resend logic up to system parameter

EBT.EBTMessageTimeoutRetries number of times:1. Resend the message to the EBT Host.2. If no response is received, return to top of loop.3. If the EBT Host returns a response, exit this loop.

ii. If timeout1. Write EBTMessageLogResponse record with these attributes:

[a.] DispositionDt = current date and timtimea.[b.] ResendDt = nullb.[c.] DispositionCd = ‘T’ (timeout)c.[d.] EBTHostReturnCd = null

2. Display standard timeout error message to user.g. If response return code = ‘0000’ (success)

i. Write EBTMessageLogResponse record with these attributes:1. DispositionDt = current date and time2. ResendDt = current date and time3. DispositionCd = ‘S’ (success)4. EBTHostReturnCd = ‘0000’l

ii. Obtain the current period balance of the issued benefits and continue processing.

h. If response return code is not ‘0000’ (abnormal)i. Write EBTMessageLogResponse record with these attributes:

1. DispositionDt = current date and time2. ResendDt = current date and time3. DispositionCd = ‘A’ (abnormal)4. EBTHostReturnCd = EBT Host response code

ii. Display an error message to user that includes Return Code from the EBT Host + text from List Management where Code ID = EBT Host Return Code.

i. Status bar message = 'Ready'

Common Business Rules

Participant Header Rule and Navigation



1. Display the Participant Sub-Header at the top of this screen.2. When the Food Package screen is accessed from the Navigation Tree, run the

Automated Food Package Update Algorithm against all Active and Pending participants. This algorithm is described in Appendix B of the CS 6a Common Food Screens and Appendices DFDD.

a. If the participant has received current issuance AND the current date is prior to the last current issuance monthly period, then the participant’s attributes for the next issuance cycle are evaluated for upcoming participant profile changes due to aging.

b. If the participant has not received current issuance, then the participant’s attributes for the remainder of the current issuance cycle are evaluated for upcoming participant profile changes due to aging.

3. When the Food Package screen is accessed from the Navigation Tree and there is no existing food package for a participant, then the Automated Food Package Update Algorithm is not run against this participant.

Food Package Selection/Naming Rules4. When New is clicked, the Model Food Package list contains all model packages

associated with this participant’s participant profile (as defined in Food Management – Model Food Packages).

5. When New is clicked, if the participant’s current participant profile has a model package switch (defined in Food Management), then automatically select the model for display in the Model Food Package listbox. The system displays the contents of the package in the Food Package grid and it attempts to verify its contents.

6. If a food package has a non-contract formula in it, the <contract?> label beside the Food Package name has ‘(Non-Contract)’ placed to it. If no non-contract formula and a food package has a contract formula in it, the <contract?> label beside the Food Package name has ‘(Contract)’ placed to it.

7. Populate the Food Package Name with the value in the Model Food Package Selector when it is selected. This includes the appended value from the previous business rule.

8. Unless it already exists, append the value of “Tailored” to the front of the Food Package Name when the contents of the food package are different than the contents of the selected model food package. If no model food package was selected then the Food Package Name is set to "Tailored". If the first word is “Changed”, then remove this word (this indicated that the package was created by the Change Food Rule function). Now, because the package is being tailored by the user, then Tailored is reflected.

General Business Rules9. If FI.AllowProrate = “No” hide View – 2/3 and View – 1/3 radio buttons.10. If FI.AllowProrate = “No” do not allow user to uncheck the View – Full radio button.

11. If FI.ProrateAllowed = “No” and the user selects a model food package and does not tailor the food package, then save any data related to 2/3 and 1/3 FI columns as they are if the food package complies with food rules. If it does not then save the data related to the 2/3 and 1/3 FI columns with the contents of the full package.

12. If FI.ProrateAllowed = “No” and the user tailors a food package, if there is any FI column with no food, or there are no FI columns in 2/3, and 1/3 then change the data related to the 2/3 and 1/3 FI columns to be the same contents as the full package.

Note: When FI.ProrateAllowed = “No”, the system does not allow the user to see and edit the 2/3 and 1/3 packages, but behind the scenes, the system continues to manage the contents of these packages.



13. End Date is set automatically when a new or copied food package overlaps one or more existing food packages. When a new or copied food package is created that overlaps the Food Package Effective Date of the current food package, the system automatically sets the current package’s End Date to the Food Package Effective Date of the new or copied food package minus 1 day. An exception is if the Food Package Effective Date already exists for the new or copied food package and has been issued against, then the current package’s End Date is set to the same date as its Effective Date.

14. Disable the Edit, Delete and Verify buttons when a food package has been used during any issuance of food benefits.

15. Display “Duplicate” message on the screen, if someone creates a food package at a connected clinic and another person creates a food package at a disconnected clinic, after synchronization, this participant would have two food packages with the same effective date. This is discovered during synchronization and the connected clinic package is marked as a duplicate.

16. Display a warning message when the Delete button is clicked. Click Yes on the dialog box to completely delete the selected food package data. Click No on the dialog box to cancel the delete function.

17. The Do Not Update, Special Diet, Self Reported (checkbox and text),Model Food Package, Add Food, Remove Food and Food Package grid columns Category, Subcategory or Item Description, Month, Doc ID, Direct and Comments columns are disabled in the 2/3 and 1/3 Views. This rule applies to all 3 levels (full, 2/3 and 1/3). These fields can only be updated while in Full View.

18. For food items from a category that is marked as CVV, the quantity columns are disabled in the 2/3 and 1/3 view.

19. When a new item is added to a package, the proration algorithm is used to determine the 2/3 and 1/3 amounts (see Appendix E of the CS 6a Common Food Screens and Appendices DFDD for details).

20. Remove Food would remove the food item from every level (full, 2/3 and 1/3).21. When a change rule occurs, any food changes would use the proration algorithm to

determine the 2/3 and 1/3 amounts (see Appendix E of the CS 6a Common Food Screens and Appendices DFDD for details).

22. Quantity changes can be made in any view and have no impact to the quantities of other views of the same food.

23. The View radio buttons are available when a package can only be displayed (either due to security or because it was issued against).

Validation Rules (occur interactively with user in the Message tab)24. When validation errors occur, the View radio buttons are disabled. This reduces user

confusion by having the user correct problems in the view before moving to a different level.

Verification Rules (occur with Verify button in the Food Benefits tab)25. Verify button is enabled when no validation errors are found.26. When a package is verified (i.e. user presses the Verify button), the following edits

must be passed to be marked as verified. Note: If the effective date of the food package is in the future, the food package uses the profile attached to the food package. If the effective date of the food package is current date or earlier, the food package uses the current participant profile. Note: Some errors are displayed prior to verification but are also part of the verification algorithm. They are identified with an “*”.

a. * Display an error message if the package contains no food item lines. A package must contain at least one food item.

b. * Display an error message when a food item line has zeroes for it total quantities for full, 2/3 and 1/3 views. Note: it is no error as long as a food



item has a non-zero quantity in any view. Validation displays this message as a warning.

c. * Display an error message if the package has a food item found more than once (duplicate) in a line. The exception is if the food item is found duplicated with one row having a Month value of ‘Odd’ and the other row having a Month value of ‘Even’ and that the food item is marked as “Allow Combine and Average’. This indicates a ‘combine and average’ food situation for verification against maximum food rules.

d. Display an error message if the package contains a food item that is not active based its effective dates and end dates..

e. *Display an error message when a food package for a 0-8 month old infant has some foods designated as “Infant Food” and some foods not designated as “Infant Food”.

f. *Display an error message when a food package for a 0-8 month old infant has some foods designated as “Allow With Infant Foods”.

g. *Display an error message when a food package for a 9-11 month old infant has some foods designated as “Infant Food” and some foods not designated as “Infant Food” or “Allow With Infant Foods”.

h. *Display an error message that Doc ID is required when the Special Diet checkbox is selected and the food package contains a food item whose category is marked as “Infant Formula Category”, “Exempt Infant Formula”, or “WIC Eligible Medical Food”. In the display of the message, reference Category 21, 31 and 41 because that will be more recognizable to users.

i. 1. If there are multiple formulas in one food package, then both rows require the Doc ID.Display an error message if any food from a food category that is marked as an Exempt Infant Formula or a WIC Eligible Medical and the Special Diet is unchecked. Note: This forces a user to declare the food package a special diet food package when a special formula is used and to gather documentation.

j. Display an error message when any non-contract formula exists (food from a food category that is marked as Formula and whose effective rebate dates as compared to the food package effective date) and the Special Diet is unchecked. Note: This forces a user to declare the food package a special diet food package when a non-contract formula is used and to gather documentation.

k. Display an error message if any food from a food subcategory does not have a food rule. This applies to the full, 2/3 and 1/3 levels.

l. Calculate ‘Food Supplemental Start Date’ as the first day of first issuance period after the participant has turned six months of age. Calculate ‘Food Supplemental End Date’ as the first day of first issuance period after the participant has turned one year (12 months) of age. When the food is being issued to a participant inclusively between the ‘Food Supplemental Start Date’ and ‘Food Supplemental End Date’ and the food package contains only food items from food category’s that are marked as Infant Formula, Exempt Infant Formula or WEMF and the food package is marked Special Diet, add to the maximum allowance food rules the amount contained in either the system parameter, Food.InfantExtraOuncesFormulaNoBF or Food.InfantExtraOuncesFormulaPart BF, before verification. The parameter is based on infant breastfeeding level in their participant profile (infant ‘not breastfeeding’ or partial breastfeeding).

m. Display an error message when a maximum food rule has been violated. This applies to the full, 2/3 and 1/3 levels.

n. Display an error message if any duplicate effective date food packages that have not been issued against are found and the duplicate effective date is



not today. Note: this allows food packages to be entered with ‘today’ as the effective date for multiple reissuance situations.

o. Display an error if infant’s BF Description (InterviewInfant.BFActionCd) = Prim Excl/Comp and the infant’s package contains formula.

p. If an infant’s current BF Description is Exclusively BF or Prim Excl with No Formula Package (latest InterviewInfant.BFActionCd = Excl BF or Prim Excl/No F Pkg) and there is available issuance based on the ‘Food Available Date’, enable the New and Edit buttons. The ‘Food Available Date’ is calculated as the first day of the first issuance period after the infant has turned six months of age. When the New button is pressed, the system automatically adjusts the effective date of the food package to be the ’ Food Available Date’. Food availability (i.e. Model Food Packages) and validation are based on the infant being considered as a Prim Excl / Comp breastfeeding status.

q. Display an error if a food item’s issuance amount is not 0 and it is less than the food item’s subcategory Issuance Minimum. If the issuance amount is 0, this means that the food item is not wanted at that particular level (full, 2/3 or 1/3).

r. Display an error if a food item’s issuance amount is not a multiple of the food item’s subcategory Issuance Multiplier. If the food item’s subcategory Issuance Multiplier is not set (null), this edit is not executed.

s. Display an error message if the package is using the ‘combine and average’ feature and the participant’s profile is not marked as “‘Allow C&A”.

t. A food package may contain multiple foods whose total quantity together is applied to one rule. For example, a food package may have milk, powdered milk, canned milk, and cheese on it. The sum of their individual quantities, converted to a common denominator, is compared to the food rule for milk products.

u. When a food rule is violated, the format of the error message is “The [food rule name] rule has been violated. The amount cannot be more than [maximum rule quantity] and it is [prescription quantity] in this food package.” Replace [food rule name] in the message with FoodRule.Name. Replace [maximum rule quantity] in the message with FoodRule.MaxConstraintNr. Replace [prescription quantity] in the message with the sum of the Total quantities of each food item that was applied against the rule, converted to their common denominators.

27. The unlabelled Food Package Status displays “Verified” with green font at the following times:

28. A model food package is selected. 29. User tried to verify the food package and it passed the verification.30. The unlabelled Food Package Status displays “Unverified” with red font at the

following times: 31. No food package has been selected.32. A model food package is tailored. 33. A previously verified food package is modified.34. User tried to verify the food package and it failed the verification.35. If the food package cannot be verified, display the validation results on the FB Alerts

tab in the information panel when a food rule has been violated. 36. Indicate the Food Rule that has been violated. 37. Indicate the maximum amount allowed for the food item or category and what the

current quantity is in the food package. 38. The food package becomes unverified immediately, when any of the following

changes are made on the screen: Effective Date, Special Diet, Self Reported, Model



Food Package selected with Doc ID required, any column in the Food Package grid or food is added (via Add Food button).

Other Rules39. Hide Direct column in grid for states that do not direct ship food items (system

parameter System.DirectShipFoodItems set to “No”)40. For infants and children <24 months of age, when the Food Package is verified,

display a warning if there is no Nutrition Interview record (Infant Interview or Child Interview) with Record Date = Today’s Date.

41. Display an error if a food package has an effective date before current date. Note: this error only occurs when a user creates a new package or edits a historical package that has not been issued against. Once a package has been issued against, it cannot be edited (see BR15).

42. If a food package effective date or special diet indicator is changed, this may cause a participant profile change. If so, then the model food package list is changed and the food grid is cleared if no default model food package has been defined for the new participant profile. If a default model food package has been defined for the new participant profile, then it is displayed in the food grid.

43. For display of the additional participant profile information, if the participant’s category is Pregnant when a new food package record is created, determine if Multifetal Gestation is indicated on the Pregnancy record. If it is, then display “Multiples.”

44. For display of the additional participant profile information, if the participant’s category is Infant when a new food package record is created, evaluate the Breastfeeding Description and the verified food packages, when applicable.

45. If the Infant’s Breastfeeding Description is Excl BF, Prim Excl BF / No F Pkg, or Prim Excl / Comp, then the participant profile for BF is Full. Display “No WIC Formula.” The Infant is not receiving any formula from WIC.

46. If the Infant’s Breastfeeding Description is Part BF, then the participant profile for BF is Partial. Next evaluate the amount of formula in the verified food package based on the WIC Formula Level table.

a. If no formula is prescribed in the infant’s food package, then display “No WIC Formula.”

b. If the amount of formula is “Part In,” then display “Partial BF Within Range.” The formula amount in the Infant’s Food Package is within the range allowed for a partially breastfed infant for this age and the Breastfeeding mother can receive a greater food package than is allowed if the formula amount was greater than the designated range.

c. If the amount of formula is “Part Out,” then display “Partial BF Out of Range.” The formula amount in the Infant’s Food Package is greater than the designated range allowed for a partially breastfed infant for this age. The quantity of food that the Breastfeeding mother can receive is restricted based on this designation.

d. Calculate ‘Food Supplemental Start Date’ as the first day of first issuance period after the participant has turned six months of age. Calculate ‘Food Supplemental End Date’ as the first day of first issuance period after the participant has turned one year (12 months) of age. When the Rx Effective Date is between the ‘Food Supplemental Start Date’ and ‘Food Supplemental End Date’ and the food package contains only food items from food categories that are marked as Infant Formula, Exempt Infant Formula or WEMF and the food package is marked Special Diet, add to the



maximum allowance food rules the amount contained in the system parameter, Food.InfantExtraOuncesFormulaPartBF, before verification. The parameter is based on infant breastfeeding level in their participant profile (infant partial breastfeeding)..

47. If the Infant’s Breastfeeding Description is No Longer BF or Never BF, then the participant profile for BF is None. Display “Full Formula.”

48. For display of the additional participant profile information, if the participant’s category is Breastfeeding when a new food package record is created, evaluate all infants associated with the current pregnancy by their Breastfeeding Description and the verified food package that is effective for the first month of the issuance period for the mother. If multiple infants are associated with the BF woman for this pregnancy, base the display of the additional participant profile information on the infant that is breastfeeding the most.

a. No infants are associated with the Breastfeeding womanInfant Associated?

BF level WIC Formula Level to display

N Full BF No WIC Formula

b. Only 1 infant associated with the Breastfeeding woman or if multiple infants, consider the infant that is breastfeeding the mostNote: Infant has Food Package? = Yes, means that there is a verified food package for the infant that is effective for the first month of the issuance period for the mother.

BF Description from Infant’s Interview

Infant has Food Package?

Food Package has formula?

BF level WIC Formula Level

No Interview

N NA Full BF No WIC Formula

No Interview

Y N Full BF No WIC Formula

No Interview

Y Y Part BF Based on quantity of formula, see WIC Formula Level panel

Never BF N NA No BF Full Formula

Never BF Y N No BF Full Formula

Never BF Y Y No BF Full Formula

No Longer BF

N NA No BF Full Formula

No Longer BF

Y N No BF Full Formula

No Longer Y Y No BF Full Formula



BF Description from Infant’s Interview

Infant has Food Package?

Food Package has formula?

BF level WIC Formula Level

BF

Part BF N NA Part BF Based on quantity of formula, see WIC Formula Level panel

Part BF Y N Part BF Based on quantity of formula, see WIC Formula Level panel

Part BF Y Y Part BF Based on quantity of formula, see WIC Formula Level panel

Prim Excl/Comp


Prim Excl/Comp


Prim Excl/No F Pkg


Prim Excl/No F Pkg


Excl BF N NA Full BF No WIC Formula

Excl BF Y N Full BF No WIC Formula

c. If all infants have a BF Description = No Longer BF or Never BF, then the Participant Profile BF level for the Infant(s) is “None” and the Infant(s) is considered “Full Formula”

i. If the BF woman is >= 6 months post-partum, then display a warning message. “This woman is no longer eligible to receive food benefits. Terminate using a future termination date.”

49. If there are multiple infants associated with the BF woman for this pregnancy and the participant profile BF level is “Full” for all infants, then the participant profile for Multiples can be used for this woman. Display “No WIC Formula – Multiples.”

50. For display of the additional participant profile information, if the participant’s category is Pregnant when a new food package record is created, evaluate the most recent pregnancy Nutrition Interview. If InterviewPregnant.ExclusiveBFIn is Yes and two or more related infants have Breastfeeding Description = Excl BF, Prim Excl/No F Pkg, or Prim Excl/Comp, display “Exclusively Breastfeeding - Multiples”. If InterviewPregnant.ExclusiveBFIn is Yes and there is only one related infant with Breastfeeding Description = Excl BF, Prim Excl/No F Pkg, or Prim Excl/Comp, display “Exclusively Breastfeeding”. If InterviewPregnant.ExclusiveBFIn is Yes and two or more related infants have Breastfeeding Description = Part BF, evaluate the infant’s breastfeeding level and if both are In Range, display “Exclusively Breastfeeding”. If



InterviewPregnant.ExclusiveBFIn is Yes Pregnancy.MultifetalIn is Yes and two or more related infants have Breastfeeding Description = Part BF, evaluate the infant’s breastfeeding level and if both are In Range, display “BF Multiples In Range”.

51. For display of the additional participant profile information when the participant’s category is Breastfeeding when a new food package record is created and two or more related infants have Breastfeeding Description = Part BF, evaluate the infant’s breastfeeding levels. If both infants are In Range, display “Breastfeeding Multiples In Range”. Note: For the purpose of selecting a model food package and applying food rules, the participant’s profile is Breastfeeding, not Breastfeeding Multiples.

52. The Copy button has the same security as the New button. If a user has permission to create a new food package, then the user has access to the Copy button.

53. Disable all buttons on the Food Package panel when user is using the view of Show Hidden Members.

54. A user may select the same documentation ID number for multiple food items.55. When the formula amount in the infant’s package is calculated, a decimal value

(Prepared Size and Units per container) could result. The WIC formula level is a maximum, so if the amount turns out to be 234.34, this would be rounded up to the next whole number of ounces to 235. Therefore 234.34 would exceed a maximum with a top level of 234.

56. If there is more than one form of formula used in a food package, determine the reconstituted values of all formulas and add together. Compare this total against the “Concentrate” form for the right age of infant in the WIC formula levels table.

57. For display of historical food packages, use the participant profile ID (Pro_ID) to determine the WIC formula level at the time the food package was created for all participants except infants. For infants, the WIC formula level is determined by the contents of the food package.

58. Display an error when the user attempts to delete a food package or edit a food package that has been previously used to issue food benefits. Do not delete the food package or save the edited food package.

59. Display a warning message if the participant’s current WIC status is Terminated, Wait List, Disqualified, Ineligible, or Pending.

60. When the user saves a participant’s Food Package, represented by the data in the Food Package grid on this screen, check the State-wide Rx tables to find an exact match. If an exact match can be found, that food package’s StateFI.SRx_ID goes into ParticipantRX.SRx_ID. If an exact match cannot be found, create data in StateRx, StateFI, and SFIContents to describe the participant’s food package and then store the resulting StateFI.SRx_ID value in ParticipantRX.SRx_ID.

61. Updating a participant profile attribute for a participant may make an existing current or future food package invalid for issuance.

EBT Device Interface System (EDIS) Integration Business RulesNo Common Business Rules



4 Returned FormulaThe Returned Formula screen is used to record any formula that is returned to the clinic by a participant (i.e. infant participant is not able to use a particular formula). This usually occurs with a request for the participant’s food package to be changed and benefits reissued which must be for the current issuance period. The benefit calculation for the reissuance of formula for the current issuance period takes the quantity of returned formula into account.

Returned Formula screen (Smart Card EBT OnlySmart Card WIC Only)> Foods > Returned Formula


Returned Formula screen (Online XeroxConduentConduentConduent EBTEPPIC / Online CDP EBTOnline WIC Direct)> Foods > Returned Formula




Control DescriptionRead Card(Smart Card EBT OnlySmart Card WIC Only)

Clicking the Read Card command button reads the EBT card. A row is added to the Returned Formula grid for every formula found on the card where the difference between the selected Participant’s issued quantity for the current issuance period and the remaining card balance for the current issuance period is greater than zero.Type Command ButtonHot Key Alt + C

Get Balance(Online XeroxConduentConduentConduent EBTEPPIC / Online CDP EBTOnline WIC Direct)

Clicking the Get Balance command button sends a Get Benefit Balance message to the EBT Host to obtain the current benefit balances for the Economic Unit in which the selected Participant belongs. A row is added to the Returned Formula grid for every formula found in the message response where the difference between the selected Participant’s issued quantity for the current issuance period and the remaining available balance per the EBT Host for the current issuance period is greater than zero.Type Command ButtonHot Key Alt + G

Remove Row Clicking the Remove Row command button removes the selected row from the data grid.Type Command ButtonHot Key Alt + R

Returned Formula This data grid is used to capture the occurrence of returned formula for the participant.Type Data GridDisplay Yes

Return Date This is the date that the formula was returned by the client to the clinic.Type Date PickerRequired YesDisplay Only No Calculated NoDB Column ReturnedFormula.ReturnDt



Control DescriptionIssuance Period This is the current issuance period of the participant. It is

expressed as the FDTU (First Date To Use) date to LDTU (Last Date To Use) date. This is used to determine which food item was returned in order to calculate any credits during the reissuance process. Type Text BoxRequired NALength NAValidation Mask of ‘mm/dd/yyyy-mm/dd/yyyy’Display Only Yes Calculated No

DB Column ReturnedFormula.FirstUseDtReturnedFormula.LastUseDt

Formula Returned(Smart Card EBTSmart Card WIC / Online XeroxConduentConduentConduent EBTEPPIC / Online CDP EBTOnline WIC Direct)

This is the formula item that was returned.Type Text BoxRequired NALength Initial Display of 25Validation Mask of ’99 999 xxxxxx’ where 99 is Category

Number, 999 is Subcategory Number and xxxxx is Subcategory Description.

Display Only Yes Calculated NoDB Column ReturnedFormula.PCon_IDCode ID ProdContainer table lookup for formula foods

(category indicator) based on the Current Issuance Period found in the Issuance Period control.

Quantity This is the quantity of the returned formula. This quantity must be entered in the context of the unit of measurement of the prescribed food.

Type Text BoxRequired YesLength Integer 3Validation Numeric, Mask of ZZ9 Cannot be zero.Display Only No Calculated NoDB Column ReturnedFormula.Quantity



Control DescriptionStaff Member This is the staff member who is documenting the returned

formula.

Type Text BoxRequired NALength NA, Initial Display of 12Validation NA, Mask of First Name, Last NameDisplay Only Yes Calculated NoDB Column ReturnedFormula.Stfp_ID

EBT-Only Business RulesParticipant Header Rule

No EBT-Only Business Rules

General Business Rules[1.] (Smart Card EBTSmart Card WIC / Online XeroxConduentConduentConduent EBTEPPIC

/ Online CDP EBTOnline WIC Direct) When a row is added to the data grid, Formula Returned is populated with the category, subcategory, and formula name.

[2.] (Smart Card EBT OnlySmart Card WIC Only) When the Read Card button is pressed, display an error if the selected Participant was not issued any of the formulas read from the card.

[3.] (Smart Card EBT OnlySmart Card WIC Only) Display an error message if the Quantity entered is greater than the difference between the issued quantity and the remaining card balance for the selected Formula Returned item.

[4.] (Smart Card EBT OnlySmart Card WIC Only) When the Read Card button is clicked:Note: The language for the Display Text found in EDIS is based on the Family’s Printout Language. If Spanish, Spanish is used. If any other value, English is used.

1.[5.] Status bar message = DisplayText of ‘Insert_Card’ 2.[6.] EDIS: Display (DisplayText of ‘Insert_Card’)’3.[7.] EDIS: ReadPAN () PAN4.[8.] Check for validity of card to system (BR 7)5.[9.] Valid WIC Card and Valid WIC Card for System

a. Check for EU active card (BR 5)b. If EU Active card

i. EDIS: ReadCardState ()ii. If Status Change Reason is 1 or 12 (Vendor marked that PIN attempts

exceeded) or other internal error (i.e. card pulled)1. Display a popup error message = Perform card diagnostic.

Operation halted due to card state issue (i.e. vendor indicated PIN attempts exceeded). Operation was not completed. Note: If EDIS error text provided then add the error text to end of the message.

iii. Else



EBT-Only Business Rules1. EDIS: Display (DisplayText of ‘Read_Data’)2. EDIS: ReadBenefits () Benefits3. The system knows the food items of category = 21 or 31 or 41

that were last issued (ISSUED, REISSUE, TRANSFER) on the card as well as for the selected Participant. For the current issuance period, determine the remaining balance (issued quantity – found on card). If the amounts related to the selected Participant are equal between issued and remaining OR the selected Participant was not issued any of the formulas

a. Display a popup error message = No formula is available for return

4. Elsea. Add one row to the select Participant’s data grid for each

food item with category = 21 or 31 or 41 and a current issuance period with a returnable amount greater than zero.

c. Elsei. Display a popup error message = Card is not current active card

6.[10.] Status bar message = “Ready”[11.] (Smart Card EBT OnlySmart Card WIC Only) The EBT card read is the Economic Unit’s

active card if:a. The PAN is assigned to the Economic Unit and…b. (The PAN is the current active card or (there is no current active PAN and the

last hot card PAN has a hot card effective date greater than the current date)).[12.] (Smart Card EBT OnlySmart Card WIC Only) When the participant’s Economic Unit

does not have an active PAN and the participant’s Economic Unit does not have a hot card PAN with a hot card effective date in the future, display a warning message that the participant's Economic Unit does not have an active PAN and disable the Read Card button. The reasoning is that if a card is hot, they should not be trying to return formula; if the card is available, the card should be reinstated first.

[13.] (Smart Card EBT OnlySmart Card WIC Only) Invalid WIC Card for System – Invalid for state and/or system type as the first 6 digits of the PAN are not equal to the system parameter, EBT.ValidPANBIN or if system parameter EBT.ValidPANType is not equal to spaces and the eighth digit is not equal to EBT.ValidPANType. When this occurs, the MPSC WIC business function is halted, a popup with a message “Card has invalid BIN <BIN> for the <system>”>” is produced and the card reader displays the “Invalid_Card” text using the EDIS: Display function. Closing the popup places the MPSC WIC system into a ready state for the next user interaction as well as display the “Default” text using the EDIS: Display function.

[14.] (Smart Card EBT OnlySmart Card WIC Only) When a user accesses the screen and existing rows are found:

c.[a.] For rows where the return date is after any reissue occurrence, disable the row from being edited. If the user is returning to correct an error, they must remove the row and re-add the data using the Read Card button. This is due to the system not knowing what is on the card; thereby not being able to edit for the maximum quantity that may be returned. Note: If a user enters the returned formula (with a card read) and then leaves the screen but before they reissue they want to correct something, then cannot simple edit the existing rows (as we have lost the number of cans from the card read to know how to edit). Then can however, remove the row and start over (read the card for new



EBT-Only Business Rulesrows).

d.[b.] For rows where the return date is before a reissue occurrence, disable the row from being removed or edited. These rows were included in the calculations of the reissue occurrence. Note: Once a user reissues, any previous formula return has been acted upon and is historical in nature and therefore it cannot be edited/removed.

[15.] (Smart Card EBTSmart Card WIC / Online XeroxConduentConduentConduent EBTEPPIC / Online CDP EBTOnline WIC Direct ) If more than one formula is read from the card that is eligible to be returned for the selected participant, display one new row in the Returned Formula grid for each eligible formula, default Quantity of each row to 1, and display a warning message telling the user that multiple formulas available for return were added to the Returned Formula grid and each new row should be examined.

[16.] (Online XeroxConduentConduentConduent EBTEPPIC / Online CDP EBTOnline WIC Direct) Disable the Get Balance button in disconnected mode. This is accomplished through the use of a special security task named ‘FD Get Balance’ that is turned off for disconnected mode.

[17.] (Online XeroxConduentConduentConduent EBTEPPIC / Online CDP EBTOnline WIC Direct) When the participant’s Economic Unit has never been assigned a PAN, display a warning message that the participant's Economic Unit does not have an EBA and disable the Get Balance button. The reasoning is that if the Economic Unit has never been assigned a PAN they will not have an EBA established and there is no reason to send the Get Benefit Balance message to the EBT Host.

[18.] (Online XeroxConduentConduentConduent EBTEPPIC / Online CDP EBTOnline WIC Direct) When the Get Balance button is pressed, display an error if the selected Participant was not issued any of the formulas returned from the EBT Host for the current issuance period.

[19.] (Online XeroxConduentConduentConduent EBTEPPIC / Online CDP EBTOnline WIC Direct) Display an error message if the Quantity entered is greater than the difference between the issued quantity and the remaining balance returned from the EBT Host for the selected Formula Returned item.

[20.] (Online XeroxConduentConduentConduent EBTEPPIC / Online CDP EBTOnline WIC Direct) When a user accesses the screen and existing rows are found:

e.[a.] For rows where the Return Date is after any reissue occurrence, disable the row from being edited. If the user is correcting an error, they must remove the row and re-add the data using the Get Balance button.

f.[b.] For rows where the Return Date is before a reissue occurrence, disable the row from being removed or edited. These rows were included in the calculations of the reissue occurrence. Note: Once a user reissues, any previous formula return has been acted upon and is historical in nature and therefore it cannot be edited/removed.

[21.] (Online XeroxConduentConduentConduent EBTEPPIC Only) When the Get Balance button is clicked:

g.[a.] Call Get Security Token Processh.[b.] Status bar message = ‘Querying EBT Host’i.[c.] Security Authorization Object.EBTMessageTypeCd = 3200.j.[d.] EBTMessageLog.EBTMessageTypeCd = 3200k.[e.] Create a Get Benefit Balance message populated as follows:

i. Household ID = Economic Unit Number



EBT-Only Business Rulesii. eWIC Card Number = Current active PAN assigned to the economic unitiii. Search Start Date = FDTU of the current issuance periodiv. Search End Date = LDTU of the current issuance periodv. Maximum Requested Count = 1000vi. Security Authorization Object = See the System-Wide Interface with

Online EBT Host DFDD for details.l.[f.] Call Write EBTMessageLog.m.[g.] Send the Get Benefit Balance message to the EBT Hostn.[h.] Call Timeout Process.o.[i.] Receive Get Benefit Balance message response.p.[j.] Call Return Code Process.q.[k.] Write EBTMessageLogResponse record with these attributes:


r.[l.] Status bar message = ‘Ready’s.[m.] Add one row to the Returned Formula grid for each of the Participant’s food

items with category = 21 or 31 or 41 and a current issuance period with a returnable amount greater than zero.

Timeout Process (Online XeroxConduentConduentConduent EBTEPPIC Only)7.[22.] If no response is received from the EBT Host within system parameter








i. Display standard timeout error message to user.e. Status bar message = ‘Ready’.f. Stop processing the Card Activity function.



EBT-Only Business Rules

Return Code Process (Online XeroxConduentConduentConduent EBTEPPIC Only)8.[23.] If Return Code from EBT Host is equal to ‘0003’ or ‘0011’ then

a. Call Get Security Token Processb. Exit Return Code Process.

9.[24.] If Return Code from EBT Host is not equal to ‘0000’ or ‘0018’ thena. Write EBTMessageLogResponse record with these attributes:b. ResendDt = nullc. DispositionDt = current date and timed. DispositionCd = ‘A’ (abnormal)e. EBTHostReturnCd = EBT Host response codef. Display an error message to user that includes Return Code from the EBT Host

+ text from List Management where Code ID = EBT Host Return Code.g. Status bar message = ‘Ready’.h. Stop processing the Card Activity function.

Write EBTMessageLog (Online XeroxConduentConduentConduent EBTEPPIC Only)10.[25.] Write an EBTMessageLog record with these attributes:

a. Incf_ID = IncomeFamily.ID of the selected participant’s Economic Unitb. EBTMessageDt = current date and timec. EBTMessageContentsXML = message being sent to the EBT Host

Get Security Token Process (Online XeroxConduentConduentConduent EBTEPPIC Only)11.[26.] If CachedSecurityToken is not empty, then exit Get Security Token Process.12.[27.] Status bar message = ‘Signing On to EBT Host’13.[28.] EBTMessageLog.EBTMessageTypeCd = ‘0000’14.[29.] Create a Sign On message populated as follows:

a. UserID = System.EBT.Online.SystemwideSignOnUserIDb. Password = System.EBT.Online.SystemwideSignOnPassword

15.[30.] Call Write EBTMessageLog16.[31.] Send the Sign On message to the EBT Host.17.[32.] Call Timeout Process.18.[33.] Receive Sign On message response.19.[34.] Call Return Code Process.20.[35.] Write EBTMessageLogResponse record with these attributes:

a. ResendDt = nullb. DispositionDt = current date and timec. DispositionCd = ‘S’ (success)d. EBTHostReturnCd = EBT Host response code

21.[36.] Status bar message = ‘Ready’.

[37.] (Online CDP EBTOnline WIC Direct Only) When the Get Balance button is clicked:a. Status bar message = ‘Querying EBT Host’



EBT-Only Business Rulesb. EBTMessageLog.EBTMessageTypeCd = 3200 (GetBenefitBalance)c. Create a Get Benefit Balance message populated as follows:

i. WIC MIS Account ID = Economic Unit Numberii. Card Number = Current active PAN assigned to the economic unit earch

Start Date = FDTU of the current issuance periodiii. Search End Date = LDTU of the current issuance periodiv. Message Header Object = See the System-Wide Interface with Online

EBT Host DFDD for details.d. Write an EBTMessageLog record with these attributes:

i. Incf_ID = IncomeFamily.ID of the selected participant's Economic Unitii. EBTMessageDt = current date and timeiii. EBTMessageContentsXML = message being sent to the EBT Host

e. Send the Get Benefit Balance message to the EBT Hostf. If no response is received from the EBT Host within system parameter




a. DispositionDt = current date and timb. ResendDt = nullc. DispositionCd = ‘T’ (timeout)d. EBTHostReturnCd = null

2. Display standard timeout error message to user.3. Status bar message = 'No formula available to return'

g. If response return code = ‘0000’ (success)i. Write EBTMessageLogResponse record with these attributes:

1. DispositionDt = current date and time2. ResendDt = current date and time3. DispositionCd = ‘S’ (success)4. EBTHostReturnCd = ‘0000’l

ii. Add one row to the Returned Formula grid for each of the Participant's food items with category = 21 or 31 or 41 and a current issuance period with a returnable amount greater than zero.

iii. Status bar message = 'Ready'h. If response return code is not ‘0000’ (abnormal)

i. Write EBTMessageLogResponse record with these attributes:1. DispositionDt = current date and time2. ResendDt = current date and time3. DispositionCd = ‘A’ (abnormal)4. EBTHostReturnCd = EBT Host response code



EBT-Only Business Rulesii. Display an error message to user that includes Return Code from the

EBT Host + text from List Management where Code ID = EBT Host Return Code.

iii. Status bar message = 'No formula available to return'

Common Business RulesParticipant Header Rule1. Display the Participant Sub-Header at the top of this screen.

General Business Rules2. When a row is added to the data grid, the Return Date is automatically populated with

the current date. The user may change the Return Date.3. When a row is added to the data grid, the issuance period is automatically populated

with the current issuance period.4. When a row is added to the data grid, the Staff Member name is automatically

populated with the name of the staff member currently logged into the computer.5. Display an error message if the Return Date is not within the Issuance Period dates

(inclusive).6. Historically (saved) data in the row is display only. Historical rows are those from the

previous issuance period.7. Display a warning message if the participant’s current WIC status is Terminated, Wait

List, Disqualified, Ineligible, or Pending.



5 Issuance SummaryThe Issuance Summary screen is where staff can review all active participants within a family to know the issuance summary for each active participant for the current and three upcoming months. Each economic unit is listed separately on the screen. A legend helps the user understand the symbols used in the summary.The summary includes the following information about participants’ food benefits:

The participant has a food package that is prescribed for the issuance month, but the food package has not been issued (it is available for issuance),

The participant’s food benefits have been issued for the issuance month. The participant has no food benefits available to be issued in the issuance month.

This could be because no food package has been prescribed or because the foods are not yet available for issuance. Examples of this include a totally breastfed infant or a participant that is not issued food benefits. Additionally, any participant that will reach the end of their certification period and has no future dated certification would be designated as food benefits not available for subsequent months.

> Foods > Issuance Summary

<Family Header (See CS Overview)>



Note: See Appendix A: EBT Foods Screens Comparison in the CS 6a Common Foods and Appendices document for a matrix showing the purpose, the level of data, the length of data span, the ability to update, what data is managed, and the dates covered on this and other EBT Foods screens.

Control DescriptionEconomic Unit A read-only data grid which displays an economic unit and the list

of active participants in the grid. Each economic unit in the family is displayed. The display of the PAN currently associated with the economic unit is dependent on a system parameter. Type Read Only Data GridDisplay Only Yes Calculated NoDB Column IncomeFamily.Description

EBTCard.IncF_IDParticipants Each active participant within the economic unit is listed in the

grid.

Type Text BoxRequired NALength Concatenate name fields and display first 25

charactersValidation Mask of Firstname + MiddleName +

LastNName + LastNameSuffixDisplay Only Yes Calculated No

DB Column

FamilyMember.FirstName, FamilyMember.MiddleName, FamilyMember.LastName,FamilyMember.LastNameSuffix and WIC Status =Active

CED This is the latest Certification End Date on record for the active participant.

Type Text BoxRequired NALength NAValidation Mask of mm/dd/yyyyDisplay Only Yes Calculated NoDB Column Certification.EndDt



Control Description<current issuance month and year> (1st) – Food Package description

This is the current issuance month and year based on the oldest active participant in the economic unit.

Type Text BoxRequired NALength 15Validation Header, Mask of “First 3 characters of month”

yy Ex: Jan yyDescription, Mask begins with “**” for food packages that are prescribed, not issued, available for issuance.Mask shows as much of the food package name as space allows.

Display Only Yes Calculated No

DB Column ParticipantEBTIssuance.LastUseDtParticipantRX.Name

<issuance month and year> – Food Package description>

This is the first issuance month and year in the future (today’s issuance month plus 1 month).







Control Description<issuance month and year> – Food Package description

This is the second issuance month and year in the future (today’s issuance month plus 2 months).





<issuance month and year> – Food Package description

This is the third issuance month and year in the future (today’s issuance month plus 3 months).







Control DescriptionLegend – ** = Food Package prescribed, not issued, but available for issuance

Food Package prescribed, but not issued is represented by double asterisks “**” in the text box. This indicates that for the issuance month of the text box, a food package is prescribed (available for issuance), but it has not yet been issued to the participant.Type Text BoxRequired NALength NAValidation NA Display Only Yes Calculated No

DB Column ParticipantRX.EffectiveBegDt, ParticipantEBTIssuance.CreateDt

Smart Card EBTSmart Card WIC / Online XeroxConduentConduentConduent EBTEPPIC / Online CDP EBTOnline WIC Direct Business Rules1. If the System.FoodBenefitDeliveryMethod system parameter is set to “EBT”, display

the PAN associated with the economic unit. Mask of 99999999-99999999

Common Business RulesGeneral Business Rules 1. Perform the Food Benefit Alert Rules when the Issuance Summary Screen is accessed.

The Food Benefit Alert Rules are described in Appendix C of the CS 6a Common Food Screens and Appendices DFDD. If any of these alert conditions are true, then make the affected issuance month (and subsequent months) a blank text box.

a. A participant has a WIC status other than Active.b. The issuance month is beyond the participant’s categorical eligibility end

date. Certification.CategoricalEligibilityEndDtc. The issuance month is beyond the participant’s certification end date.

(Consider future dated certifications too.) Certification.CertificationEndDtd. The issuance month is more than one month’s worth of food benefits for a

participant that is Active through a pre-certification. ParticipantStatus.WIC StatusCd = A, Application.ApplicationTypeCd = PRE

e. The issuance month is more than one month’s worth of benefits for a participant that is Active through a provisional certification. ParticipantStatus.WICStatusCd = A, Application.ApplicationTypeCd = PROV

f. A participant has an unverified food package for the issuance month.g. No food packages have been prescribed for the issuance month.h. A participant has “Do not allow Food Benefits” marked on the Participant

Violations screen for the issuance month. ParticipantBenefitRestriction.NoFoodIn = 1

i. No participant profile or model food packages are defined for a milestone that is reached in an issuance month.

j. Participant FB Issuance is set to No Food Benefits. Participant.FIIssuanceCd



Common Business Rules= NOFB

2. Display all economic units (IncomeFamily records) that have active WIC participants in them. Repeat the controls for each economic unit as needed.

3. Display the legend under the last economic unit table on the screen.4. Allow the screen to become scrollable if there is not enough room to display all

economic units and legend.5. Display food package description proceeded with double asterisks if food benefits have

been prescribed, but not issued to the participant for the issuance month.6. If food package description had the word “Tailored”, truncate this to “T”.7. Display only the food package description if food benefits have been issued to the

participant for the issuance month.8. Display a blank text box if the participant is not eligible for food benefits in an issuance

month.9. If more than one food package was available during the issuance month, then display

the package that was most recently printed (past issuance) or the package that would be printed at the time of display.

10. If food package description has the word “Changed”, truncate this to “C”. 11. Sort Economic Units alphabetically.12. Sort participants within an Economic Unit from oldest to youngest. If participants have

the same date of birth, then sort those participant’s names alphabetically.13. 13. Economic units with an End Date will not have a grid displayed.



[6] Card Operations (Smart Card EBT OnlySmart Card WIC Only)

Note: The version of the Card Operations panel described in this section is only displayed for (Smart Card EBT OnlySmart Card WIC Only) states. There is no equivalent panel available for FI Only. This screen has four main functions. The first function is to set up the first card for a specific economic unit in the WIC system. The second function designates the active card as a Hot Card. The third function is to set up a replacement card for a hot carded card or to replace an existing card. The last function is to reinstate a previously hot carded card. To set up a card, a blank card from inventory is placed in the card reader. Any errors generated by EDIS during this process are sent to the MPSC system and displayed as error messages.To designate a card as a Hot Card, the active card is marked as a Hot Card and the wait period for replacing benefits can be initiated. This information is sent from the MPSC system to the EBT Host system so the EBT Host is made aware of the Hot Card reason.When the replace setup function is performed, the system knows whether the setup is due to a previously hot carded card (system has no active card) or the setup is to replace an active card. In either case, the process starts with a blank card from inventory being placed in the card reader and completes with a new assigned card. The previous card is automatically permanently hot carded. If it is replacing an existing card, the benefits were read from the old card and placed on the new card.The reinstatement of a previously hot carded card is done with the Reinstate button. This can only occur if the previous card was not marked as permanently hot carded.



> Foods > Card Operations


Control DescriptionEconomic Unit The economic unit of the family for which the card operation is

being performed. Display the concatenation of economic unit name + “ – “ + economic unit number.Type List Box (Sort Economic Units alphabetically)Required YesDB Column IncomeFamily.Description

IncomeFamily.EconomicUnitNrCode ID Income Family table lookup (for family)



Control DescriptionActive PAN If the economic unit has an active PAN, it is displayed here. If the

economic unit has no active PAN but the last Hot Card PAN has a hot card effective date greater than the current date, display the PAN here and treat it as if it were an active PAN.Type Text BoxRequired NALength NAValidation Mask of 99999999-99999999Display Only Yes Calculated NoDB Column EBTCard.IncF_ID

Last Hot Card PAN The economic unit’s last PAN that was hot carded.Type Text BoxRequired NALength NAValidation Mask of 99999999-99999999Display Only Yes Calculated NoDB Column EBTCard.IncF_ID

Effective The date the hot carding of the Last Hot Card PAN became effective.Type Text BoxRequired NALength NAValidation If EBTCardTransaction.HotCardEffectiveDt is a

future date then Display mask is MM/DD/YYYYElse Display “Now”.

Display Only Yes Calculated NoDB Column EBTCardTransaction.HotCardEffectiveDt

Reason If there is a Last Hot Card PAN, the reason that was selected.Type Text BoxRequired NALength NAValidation NADisplay Only Yes Calculated NoDB Column EBTCardTransaction.HotCardReasonCd



Control DescriptionInitial Card Setup – Initial Setup

Clicking the Initial Setup command button initiates the process for entering the initial PIN by the client who is responsible for the economic unit.Type Command ButtonHot Key Alt + I

Hot Carding - Hot Card Clicking the Hot Card command button marks the current PAN to be sent to the EBT Host as a hot card.Type Command ButtonHot Key Alt - H

Hot Carding - Reason The hot card reason identifies why the card is marked as a hot card. A hot card reason may mark the card as permanent. Hot card reasons that are permanent have ‘(Permanent)’ appended to their text. Type List BoxRequired Yes for the Hot Card commandDB Column EBTCardTransaction.TransactionTypeCdCode ID Hot Card Reason table

These elements are non-editable. If the Hot Card Reason selected causes the card to be permanently hot carded, it is marked with a (Permanent) behind it.The installed values are: No Reason Given (Permanent) Lost (Permanent) Stolen (Permanent) Undelivered Prior to Receipt at State Agency Counterfeit Card – PAN Confirmed (Permanent) Failed to Function Prior to Issuance (Permanent) Missing – Delivered but Prior to Issuance Damaged - Delivered but Prior to Issuance (Permanent) Damaged - After Issuance (Permanent) Failed to Function After Issuance (Permanent) Dual Participation Transferred to Non-EBT Site Partial Family Transfer to Any Site

Hot Carding – Effective Date

The date a hot card function becomes effective. This date can be the current date or a future date.Type Date PickerRequired Yes, when Hot Carding - Hot Card is clicked.



Control DescriptionDisplay Only No Calculated NoDB Column EBTCardTransaction.HotCardEffectiveDt

Replacement Card Setup – Reason

The hot card reason that is assigned to the Current PAN when the user clicks the Replace Setup button.Type List BoxRequired Yes for the Replace Setup commandDB Column EBTCardTransaction.TransactionTypeCdCode ID Hot Card Reason table

This list contains only Hot Card Reasons that are marked Permanent.

Replacement Card Setup – Replace Setup

Clicking the Replace Setup command button initiates the process for entering the initial PIN by the client who is responsible for the economic unit.Type Command ButtonHot Key Alt + S

Reinstate a Hot Card - Reinstate

Clicking the Reinstate command button reinstates the last hot card PAN as the active card. A permanently hot carded PAN cannot be reinstated.Type Command ButtonHot Key Alt – R



(Smart Card EBT OnlySmart Card WIC Only) Business Rules

General Business Rules1. Exclude economic units with End Dates from the “Economic Unit” dropdown list.

Initial Setup Function2. Enable the Initial Setup button if the selected economic unit has never been assigned

an EBT card and the economic unit contains at least one participant with WIC Status = Active or Pending.

3. Disable the Initial Setup button if the selected economic unit does not contain at least one participant with WIC Status = Pending or Active.

4. Disable the Initial Setup button if the selected economic unit has ever previously been assigned an EBT card.

5. When an Initial Setup command is attempted, display an error if the PAN in the card reader is already assigned to another economic unit.

6. When an Initial Setup command is attempted, display an error if the local agency of the PAN in the card reader does not match the current local agency of the economic unit.

Hot Card Function7. Enable the Hot Carding – Reason drop down list only if the economic unit has an Active

PAN or the Last Hot Card PAN has a non-permanent hot card reason and the hot card effective date is greater than the current date. Do this without regard to the WIC Status of any participants in the economic unit or the complete absence of participants in the economic unit.

8. Enable the Hot Carding – Hot Card button only after a selection is made from the Hot Carding – Reason drop down list.

9. Enable the Hot Carding – Effective Date only after a selection is made from the Hot Carding – Reason drop down list.

a. If the selected reason is a permanent reason, display the current date in Hot Carding – Effective Date and disable the control. Permant reasons contain “(Permanent)” in the text.

b. If the selected reason is a temporary reason, display the current date in Hot Carding – Effective Date and enable the control. Temporary reasons do not contain “(Permanent)” in the text.

10. When Hot Carding - Hot Card is clicked, Hot Carding – Effective Date must be the current date or a future date.

Replacement Card Setup Function11. Enable the Replacement Card Setup – Reason drop down list if there is at least one

participant in the selected economic unit with WIC Status = Activer or Pending, and the economic unit has an Active PAN or if there is no Active PAN but the economic unit has a Last Hot Card PAN with a non-permanent hot card reason.

12. If there is at least one participant in the selected economic unit with WIC Status = Active or Pending, and the economic unit does not have an Active PAN and the economic unit has a Last Hot Card PAN with a permanent hot card reason, display the reason in Replacement Card Setup – Reason, disable Replacement Card Setup – Reason, and enable the Replacement Card Setup – Replace Setup button.

13. Enable the Replacement Card Setup – Replace Setup button when the user selects a



(Smart Card EBT OnlySmart Card WIC Only) Business Rulesvalue from the Replacement Card Setup – Reason.

14. When a Replace Setup command is attempted, display an error if the PAN in the card reader is already assigned to another economic unit.

15. When a Replace Setup command is attempted, display an error if the local agency of the PAN in the card reader does not match the current local agency of the economic unit.

16. Disable the Replace Setup button if the economic unit has pending (available) remote issuance:

a. If the economic unit’s current PAN is active, display informational message “Participant PAN cannot be replaced while remote issuance is pending.”

b. If the economic unit’s latest PAN is hot carded but the wait period has not passed since the PAN was hot carded, display informational message “Participant PAN cannot be replaced with remote issuance pending until hot card wait period is over on mm/dd/yyyy at hh:mm AM.” Replace “mm/dd/yyyy at hh:mm AM” with the date, time, and am/pm when the hot card period expires.

Reinstate Function17. Enable the Reinstate button if the selected economic unit contains at least one

participant with WIC Status = Active or Pending, and there is no Active PAN, and the Last Hot Card PAN has a temporary hot card reason.

18. Disable the Replace Setup button if the economic unit has pending (available) remote issuance if (after the user cancels the remote benefit issuance, the user would be able to proceed with the card replacement process):

a. Their current PAN is active. Display an informational message “Participant PAN cannot be replaced while remote issuance is pending.”

b. Their latest PAN is hot carded but the wait period (see BR14) has not passed since the PAN has been hot carded. Display an informational message “Participant PAN cannot be replaced with remote issuance pending until hot card wait period is over on mm/dd/yyyy at hh:mm AM.”

EBT Device Interface System (EDIS) Integration Business Rules

EDIS General Rules19. If during the hot card process, there were benefits that were available for transfer and

not transferred, then the Income Family (Economic Unit) record contains data (see BR14) that must be cleared.

20. The language for the Display Text found in the EDIS: Display is based on the Family’s Printout Language. If Spanish, Spanish is used. If any other value, English is used.

21. Invalid WIC Card for System – Invalid for state and/or system type as the first 6 digits of the PAN are not equal to the system parameter, EBT.ValidPANBIN or if system parameter EBT.ValidPANType is not equal to spaces and the eighth digit is not equal to EBT.ValidPANType. When this occurs, the MPSC WIC business function is halted, a popup with a message “Card has invalid BIN <BIN> for the <system>” is produced and the card reader displays the “Invalid_Card” text using the EDIS: Display function. Closing the popup places the MPSC WIC system into a ready state for the next user interaction as well as display the “Default” text using the EDIS: Display function.

22. The EDIS Benefits data structure always uses the first bucket for the first issuance period (and fill in with subsequent buckets/periods).



(Smart Card EBT OnlySmart Card WIC Only) Business Rules23. The Economic Unit’s current local agency ID and clinic ID must be written to the

EBTCardTransaction record when EBTTransactionTypeCd = CPIN, FPIN, HOTC, REIN, REPL, SETP, or UNLK.

EDIS Specific Function Pseudo-Code

24. Initial Setup command button (Put a blank card from inventory in card reader)a. Status bar message = DisplayText of ‘Insert_Card’b. EDIS: Display (DisplayText of ‘Insert_Card’)c. EDIS: ReadPAN () PANd. Check for validity of card to system (BR 18)e. Valid WIC Card and from proper inventory (BR#10 and #11) and Valid WIC

Card for Systemf. EDIS: ChangePIN ()g. Status bar message = DisplayText of “Write_Data’h. EDIS: Display (DisplayText of ‘Write_Data’)i. EDIS: WriteDemographics (Demographics)j. EDIS: UpdateCardState ()k. EDIS: Display (DisplayText of ‘Oper_Suc_Ready’)l. Status bar message = “Ready”m. Update system with an Initial Setup transaction.

25. Hot Card command button (no card needed; PAN is the Active PAN)a. There is no interaction with a card. A Hot Card transaction is recorded in

the database.b. If this card was not already previously hot carded without reinstatement and

there are benefits that cannot be transferred, the ‘clock is started’ so the benefits can be transferred at a future date. Benefits that are not available for transfer are determined by adding the number of hours found in the system parameter, EBT.ReplaceAfterRemoteIssWaitPeriod to the current date and time. The calculated date and time may impact current period benefits, the next period benefits or both. As long as there were benefits in period, then the Income Family (Economic Unit) record is updated with the calculated date and time as well as the appropriate period’s first date to use and last date to use.

c. Here are situations which are based on a wait period of 48 hours.i. Situation 1: Current date and time is 8/7/2012 @ 9:30am, the wait

period is 48 hours; the calculated date and time would be 8/9/2012 @ 9:30am. Until this date/time, August benefits would then not be available for transfer.

ii. Situation 2: Current date and time is 8/30/2012 @ 9:30am, the wait period is 48 hours; Sept benefits exist. The calculated date and time would be 9/1/2012 @ 9:30am. Until this date/time, September benefits would not be available for transfer (as well as August benefits if there were any).

iii. Situation 3: Current date and time is 8/30/2012 @ 9:30am, the wait period is 48 hours; Sept benefits do not exist. The calculated date



(Smart Card EBT OnlySmart Card WIC Only) Business Rulesand time would be 8/31/2012 @ midnight. Until this date/time, August benefits would not be available for transfer.

26. Replace Setup command button a. Display status message = Replace Setup transaction in processb. Display a pop-up Dialog box asking “To avoid the wait period, if former card

is available for reading before the 48 hour window, please click Yes and insert it now." Valid answers are Yes (replace an existing card) or No (replace but no card available). Default is set to No.

c. If replacing a card that is not available: (with or without previously hot carding) do the following steps.

i. Step 1 Permanently hot card old card (See BR#14a)ii. Step 2 Setup a new card (see BR#12 except the transaction

recorded into the database is a Replace Setup)iii. Step 3 Starts replace benefits clock (See BR#14b)iv. Step 4 Pop-up Signature Capture – Replace Cards (see section 5.1.1)

d. If replacing an existing card, do the following steps.i. Step 1 Verify card ownership and read benefitsii. Step 2 Permanently hot card old card (See BR#14a)iii. Step 3 Setup a new card (see BR#13 except the transaction

recorded into the database is a Replace Setup)iv. Step 4 Write benefits to new card (transfer benefits from the old

card; no clock start needed)v. Step 5 Pop-up Signature Capture – Replace Cards (see section 5.1.1)

27. Reinstate command button (no card needed; PAN is Last Hot Card PAN)a. There is no interaction with a card. b. A Reinstate transaction is recorded in the database.

Step: Verify card ownership and read benefits1. Status bar message = DisplayText of ‘Insert_Card’2. EDIS: Display (DisplayText of ‘Insert_Card’)3. EDIS: ReadPAN () PA4. Check for validity of card to system (BR 18)5. Valid WIC Card and Valid WIC Card for System

a. Check for EU active cardb. If EU Active card

i. Status bar message = DisplayText of ‘Read_Data’ii. EDIS: Display (DisplayText of ‘Read_Data’)iii. EDIS: ReadBenefits () - Return benefits to system (empty allowed)

1. Save temporarily as ‘benefits from card’c. Else

i. Display a popup error message “Card is not an active card for this



(Smart Card EBT OnlySmart Card WIC Only) Business Rulesfamily”

ii. EDIS: Display (DisplayText = ‘Default’)iii. Status bar message = “Ready”iv. Note: Process halts (does not proceed to other steps).

Step: Write benefits to new card (benefits from the old card)1. Status bar message = DisplayText of “Write_Data’2. EDIS: Display (DisplayText of ‘Write_Data’)3. EDIS: WriteBenefits (Benefits)4. EDIS: PrintReceipt ()5. EDIS: UpdateCardState ()6. EDIS: Display (DisplayText of ‘Oper_Suc_Ready’)7. Update system8. Status bar message = “Ready”

[6.1] Signature Capture – Replace Card Pop-Up (Smart Card EBT OnlySmart Card WIC Only)

(Smart Card EBT OnlySmart Card WIC Only) This signature capture is embedded into the process of replacing a card. Each time a card is replaced, a signature is required as part of the replacement process. After benefits have been written to the new card, the signature capture process is initiated.The first screen is an example what is displayed on the signature pad display screen. The pop-up “Signature Capture to User” is displayed to the WIC system user so that they know what is on the signature pad display screen and then when a signature is captured, it can be reviewed here to determine if adequate or if another capture is required. For full details about this system component, see the Signature Capture section of the Clinic Services Overview DFDD.



[7] Card Operations (Online XeroxConduentConduentConduent EBTEPPIC / Online CDP EBTOnline WIC Direct)

The version of the Card Operations panel described in this section is only displayed for (Online XeroxConduentConduentConduent EBTEPPIC / Online CDP EBTOnline WIC Direct) states.This screen has three main functions. The first function is to assign the first card for a specific Economic Unit in the WIC system. That function also creates an Electronic Benefit Account (EBA) in the EBT Host system at the same time. The second function is to assign replacement cards in case a family loses their card or a card stops working properly. The third function is to deactivate an Economic Unit’s active card, for example, when the card is lost. To set up the first card and EBA for an Economic Unit, the user clicks the Initial Setup button. The system displays the Select PAN Pop-Up. The user provides the PAN to be assigned by swiping an EBT card through the magnetic stripe reader. The system validates the PAN and, if good, assigns it to the Economic Unit and sends messages to the EBT Host to create EBA and cardholder information. Any errors generated during this process are sent to the WIC System and displayed as error messages to the user.When the replace setup function is performed, the system knows whether the setup is to replace a previously deactivated card or the setup is to replace an active card. In either case, the process starts with swiping a blank EBT card from inventory through the magnetic stripe reader and ends with a new assigned card. The previous card is automatically deactivated if it was not manually deactivated already.To deactivate an active card, the user simply selects a Reason and clicks the Deactivate Card button. The Economic Unit’s active card will be permanently deactivated.Each function on this panel involves messaging between the WIC System and the EBT Host system. Any errors generated during this process are displayed as error messages to the user.



> Foods > Card Operations


Control DescriptionEconomic Unit The economic unit of the family for which the card operation is

being performed. Display the concatenation of economic unit name + “ – “ + economic unit number.Type List Box (Sort Economic Units alphabetically)Required YesDB Column IncomeFamily.Description

IncomeFamily.EconomicUnitNrCode ID Income Family table lookup (for family)



Control DescriptionActive PAN If the economic unit has an active PAN, it is displayed here.

Type Text BoxRequired NALength NAValidation Mask of 99999999-99999999Display Only Yes Calculated NoDB Column EBTCard.IncF_ID

Last Deactivated PAN The economic unit’s last PAN that was deactivated.Type Text BoxRequired NALength NAValidation Mask of 99999999-99999999Display Only Yes Calculated NoDB Column EBTCard.IncF_ID

Reason If there is a Last Deactivated PAN, the reason that was selected.Type Text BoxRequired NALength NAValidation NADisplay Only Yes Calculated NoDB Column EBTCardTransaction.HotCardReasonCd

Initial EBT & Card Setup – Initial Setup

Clicking the Initial Setup command button displays the Select PAN Pop-Up which allows the user to identify the PAN to be assigned to the Economic Unit. When the Select PAN Pop-Up is closed and a valid PAN was selected, the system assigns the PAN to the Economic Unit and sends a message to the EBT Host to create an EBA for the Economic Unit.Type Command ButtonHot Key Alt + I

Replacement Card Setup – Reason

The reason that is assigned to the Current PAN when it is deactivated when the user clicks the Replace Setup button.Type List BoxRequired Yes for the Replace Setup commandDB Column EBTCardTransaction.TransactionTypeCd



Control DescriptionCode ID Hot Card Reason table

(Online XeroxConduentConduentConduent EBTEPPIC Only) These elements are non-editable. The installed values are: Damaged Lost Stolen(Online CDP EBTOnline WIC Direct Only) These elements are non-editable. The installed values are: Damaged Lost Returned Stolen Dual Participation Failed to function after issuance Failed to function prior issuance

Replacement Card Setup – Replace Setup

Clicking the Replace Setup command button displays the Select PAN Pop-Up which allows the user to identify the replacement PAN to be assigned to the Economic Unit. When the Select PAN Pop-Up is closed and a valid PAN was selected, the system assigns the replacement PAN to the Economic Unit and sends a message to the EBT Host to update the active PAN in the EBT Host database for the Economic Unit.Type Command ButtonHot Key Alt + R

Deactivate Card – Reason

Identifies the reason why the card was deactivated.Type List BoxRequired Yes for the Deactivate commandDB Column EBTCardTransaction.TransactionTypeCd



Control DescriptionCode ID Hot Card Reason table

(Online XeroxConduentConduentConduent EBTEPPIC Only) These elements are non-editable. The installed values are: Damaged Lost Stolen(Online CDP EBTOnline WIC Direct Only) These elements are non-editable. The installed values are: Damaged Lost Returned Stolen Dual Participation Failed to function after issuance Failed to function prior issuance

Deactivate Card – Deactivate Card

Clicking the Deactivate Card command button marks the current PAN as deactivated and sends a message to that effect to the EBT Host.Type Command ButtonHot Key Alt + D



(Online XeroxConduentConduentConduent EBTEPPIC / Online CDP EBTOnline WIC Direct) Business Rules

General Business Rules1. Exclude economic units with End Dates in the “Economic Unit” dropdown list.2. When a user in connected mode navigates to the Card Operations panel or selects a

different value from the Economic Unit drop down list, and the selected Economic Unit has a PAN that is active, call the Get PANs and Statuses function and review the data returned by the EBT Host. If a ‘more recent’ transaction is found that deactivated the card, save the transaction to the database, display blanks in Active PAN, the deactivated PAN in Last Deactivated PAN with the Reason from the EBT Host. The save is a system invoked immediate action.

3. When a user in disconnected mode navigates to the Card Operations panel or selects a different value from the Economic Unit drop down list, and the Economic Unit has ever been assigned a PAN (an EBTCardTransaction records exists for the EU with EBTTransactionTypeCd = ‘SETP’), display Active PAN, Last Deactivated PAN, and Reason based on data found in the EBTCardTransaction table.

4. The Initial Setup button is available in disconnected mode. The Replace Setup and Deactivate Card buttons are not available in disconnected mode. This is accomplished through the use of special security tasks that can be turned on or off for disconnected mode. The special security tasks are: Initial Setup = FD Initial Setup, Replace Setup = FD Replace Setup, and Deactivate Card = FD Deactivate Card.

5. If any EBTCardTransaction record exists for the Economic Unit and EBTTransactionTypeCd = ‘SETP’, ‘HOTC’, or ‘REPL’ and SendDt is nulls then

a. Display a warning message that all Card Operations panel functions are unavailable until unresolved previous transactions that timed out are processed successfully.

b. Disable the Initial Setup, Replace Setup, and Deactivate Card button, and the Replacement Card Setup – Reason and Deactivate Card – Reason drop down lists.

Initial Setup Function6. Enable the Initial Setup button if the selected economic unit has never been assigned

an EBT card and the economic unit contains at least one participant with WIC Status = Active or Pending.

7. When the user clicks the Initial Setup button, display the Select PAN Pop-Up.8. Disable the Initial Setup button if the selected economic unit does not contain at least

one participant with WIC Status = Pending or Active.9. Disable the Initial Setup button if the selected economic unit has ever previously been

assigned an EBT card.

Deactivate Card Function10. Enable the Deactivate Card – Reason drop down list only if the selected economic unit

has an Active PAN. Do this without regard to the WIC Status of any participants in the economic unit or the complete absence of participants in the economic unit.

11.12. Enable the Deactivate Card – Deactivate Card button only after a selection is made

from the Deactivate Card – Reason drop down list.13. If the user clicks the Deactivate Card button, call the Deactivate Card function. The




card being deactivated is the current active card.

Replacement Card Setup Function14. Enable the Replacement Card Setup – Reason drop down list only if there is at least

one participant in the selected economic unit with WIC Status = Activer or Pending, the economic unit has an Active PAN.

15. If the economic unit does not have an Active PAN and the economic unit does have a Last Deactivated PAN, and there is at least one participant in the selected economic unit with WIC Status = Activer or Pending, display the deactivation reason in Replacement Card Setup – Reason, disable Replacement Card Setup – Reason, and enable the Replacement Card Setup – Replace Setup button.

16. Enable the Replacement Card Setup – Replace Setup button when the user selects a value from the Replacement Card Setup – Reason.

17. When the user clicks the Replace Setup button, display the Select PAN Pop-Up.18.

Select PAN Pop-up Function19. If the user clicks Close on the Select PAN Pop-Up after clicking Initial Setup or Replace

Setup and Select PAN – PAN is blank, cease processing the Initial Setup or Replace Setup function.

20. If the user clicks Search on the Select PAN Pop-Up and the Select PAN – PAN contains a value and system parameter EBT.CardInventoryIsInWICSystem = ‘Yes’, then perform these edits:

a. Display an error if the first 6 digits of the PAN are not equal to the value of system parameter EBT.ValidPANBIN.

b. If system parameter EBT.ValidPANType is not equal to spaces, display an error if the 8th digit of the PAN is not equal to the value of EBT.ValidPANType.

c. Display an error if the PAN is already assigned to another Economic Unit.d. Display an error if the PAN is not in the inventory of the local agency that the

family belongs to.e. If any edit fails, cease processing the Initial Setup or Replace Setup function.

21. If the user clicks Search on the Select PAN Pop-Up and the Select PAN – PAN contains a value and system parameter EBT.CardInventoryIsInWICSystem = ‘No’, then perform these edits:

a. Display an error if the first 6 digits of the PAN are not equal to the value of system parameter EBT.ValidPANBIN.

b. If system parameter EBT.ValidPANType is not equal to spaces, display an error if the 8th digit of the PAN is not equal to the value of EBT.ValidPANType.

c. Display an error if the PAN is already assigned to another Economic Unit.d. Display an error if the PAN is less than 16 digits.e. Display an error if the PAN is not valid according to the check digit algorithm.f. If any edit fails, cease processing the Initial Setup or Replace Setup function.g. If all edits are passed and the PAN is not in inventory (no EBTCard record exists

with CardNr = PAN), write an EBTCard and an EBTCardTransaction record with EBTTransactionTypeCd = ‘ADD’.

22. If the user clicks the Initial Setup button and all card edits are successful, call the Initial




EBA and Card Setup functions.23. If the user clicks the Replace Setup button and all card edits are successful, call the

Replace Card Setup function.

Initial Setup (Online XeroxConduentConduentConduent EBTEPPIC Only)24. Display an error in a pop-up if the birthdate is not found for the “Person Object.Date of

Birth”. Depending on the economic unit, this is either the head of household or a foster child.

25. Display an error in a pop-up if the Address Object.Address Line 1 is empty. This indicates the family does not have a physical or mailing address.

26. Process an Initial Setup (for EBA and Card) as follows:a. Call Get Security Token Processb. Status bar message = ‘Creating EBA and Assigning Card’c. Security Authorization Object.EBTMessageTypeCd = 1000d. EBTMessageLog.EBTMessageTypeCd = 1000e. Write a record to the EBTCardTransaction table with TransactionDt = current

date and time, EBTTransactionTypeCd = ‘SETP’, SendDt = nulls, and SendFileNm = nulls.

f. Create a Create EBA message populated as follows:i. Household ID = Economic Unit Numberii. Household Status Code = ‘A001’iii. If Investigative Family

1. Household Type Code = ‘C’iv. Else

1. Household Type Code = ‘H’v. If Economic Unit is a foster child, use the foster child’s data else use the

Head of Household’s data:1. Person Object.First Name = FamilyMember.FirstName 2. If FamilyMember.LastNameSuffix is not null then3. FamilyMember.LastName = FamilyMember.LastName +

FamilyMember.LastNameSuffix4. Person Object.Last Name = FamilyMember.LastName5. Person Object.Middle Initial = FamilyMember.MiddleName6. Person Object.Email Adress = BenefitFamily.EmailAddress7. Person Object.Date of Birth = FamilyMember.BirthDt

vi. If a mailing address exists with an Effective Date less than or equal today and an End Date that is null or greater than or equal today, then use mailing address data else use physical address data:

1. If Do Not Mail is selected then a. Address Object.Address Line 1 = ‘Do Not Mail’ b. Address Object.Address Line 2 = blank

2. Else a. If FamilyAddress.POBox is not null then

i. FamilyAddress.StreetAddrLine2 =




FamilyAddress.StreetAddrLine2 + ‘P.O. Box ‘ + FamilyAddress.POBox

b. If FamilyAddress.Apartment is not null theni. FamilyAddress.StreetAddrLine2 =

FamilyAddress.StreetAddrLine2 + ‘Apartment ‘ + FamilyAddress.Apartment

c. Address Object.Address Line 1 = FamilyAddress.StreetAddrLine1

d. Address Object.Address Line 2 = FamilyAddress.StreetAddrLine2

3. Address Object.City = FamilyAddress.City4. Address Object.State Abbreviation = FamilyAddress.State5. Address Object.ZIP Code = FamilyAddress.ZipCode +

FamilyAddress.ZipPlus4vii. Security Authorization Object = See the System-Wide Interface with

Online EBT Host DFDD for details.g. Call Write EBTMessageLog.h. Send the Create EBA message to the EBT Host.i. Call Timeout Process.j. Receive Create EBA message response.k. Call Return Code Process.l. Write EBTMessageLogResponse record with these attributes:


m. Security Authorization Object.EBTMessageTypeCd = 1300n. EBTMessageLog.EBTMessageTypeCd = 1300o. Create an Add Card/Cardholder message populated as follows:

i. Household ID = Economic Unit Numberii. eWIC Card Number = new PAN to be assigned to the EU.iii. Card Holder Type Code = ‘P’iv. If Economic Unit is a foster child, use the foster child’s data else use the



v. Security Authorization Object = See the System-Wide Interface with Online EBT Host DFDD for details.




p. Call Write EBTMessageLog.q. Send the Add Card/Cardholder message to the EBT Host.r. Call Timeout Process.s. Receive Add Card/Cardholder message response.t. Call Return Code Process.u. Write EBTMessageLogResponse record with these attributes:


[v.] Update the EBTCardTransaction record by setting SendDt = current date and time and setting SendFileName = ‘XeroxConduentConduentEPPICConduent’.

v.[w.] Display PAN in Active PANw.[x.] Disable Initial Setup buttonx.[y.] Enable Replacement Card Setup – Reason and Deactivate Card - Reasony.[z.] Status bar message = ‘Ready’

Replace Setup (Online XeroxConduentConduentConduent EBTEPPIC Only)27. Process a Replace Setup (Card) as follows:

a. Call Get Security Token Processb. Status bar message = ‘Replacing Card’.c. Security Authorization Object.EBTMessageTypeCd = 1400.d. EBTMessageLog.EBTMessageTypeCd = 1400e. If Active PAN contains a value, write a record to the EBTCardTransaction table

for the Active PAN with TransactionDt = current date and time, EBTTransactionTypeCd = ‘HOTC’, HotCardReasonCd = Deactivate Card – Reason, HotCardEffectiveDt = current date and time, SendDt = nulls, and SendFileNm = nulls.

f. Write a record to the EBTCardTransaction table for the new replacement PAN with TransactionDt = current date and time, EBTTransactionTypeCd = ‘REPL’, HotCardReasonCd = Replacement Card Setup – Reason, HotCardEffectiveDt = current date and time, SendDt = nulls, and SendFileNm = nulls.

g. Create an Update Card/Cardholder message populated as follows:i. Household ID = Economic Unit Numberii. eWIC Card Number = last PAN assigned to the EU; may be active or

deactivated.iii. Card Status Code = ‘A002’ (deactivated).iv. Card Status Reason Code = value selected in Replacement Card Setup –

Reason.v. Card Status Date = current date with format YYYY-MM-DD.vi. Replacement eWIC Card Number = new PAN to be assigned to the EU.vii. Card Holder Type Code = ‘P’viii. If Economic Unit is a foster child, use the foster child’s data else use the






ix. Security Authorization Object = See the System-Wide Interface with Online EBT Host DFDD for details.

h. Call Write EBTMessageLog.i. Send the Update Card/Cardholder message to the EBT Host.j. Call Timeout Process.k. Receive Update Card/Cardholder message response.l. Call Return Code Process.m. Write EBTMessageLogResponse record with these attributes:


[n.] Update all EBTCardTransaction records for the Economic Unit by setting SendDt = current date and time and setting SendFileName = ‘XeroxConduentConduentEPPICConduent’.

n.[o.] If Active PAN contains a value theni. Display Active PAN in Last Deactivated PANii. Display Card Status Reason Code in Reason

o.[p.] Display Replacement eWIC Card Number in Active PANp.[q.] Set Replacement Card Setup – Reason to blanksq.[r.] Disable Replacement Card Setup – Replace Setup buttonr.[s.] Set Deactivate Card – Reason to blankss.[t.] Disable Deactivate Card – Deactivate Card buttont.[u.] Status bar message = ‘Ready’

Deactivate Card (Online XeroxConduentConduentConduent EBTEPPIC Only)28. Process a Deactivate Card as follows:

a. Call Get Security Token Processb. Status bar message = ‘Deactivating Card’c. Security Authorization Object.EBTMessageTypeCd = 1400d. EBTMessageLog.EBTMessageTypeCd = 1400e. Write a record to the EBTCardTransaction table with TransactionDt = current

date and time, EBTTransactionTypeCd = ‘HOTC’, HotCardReasonCd = Deactivate Card – Reason, HotCardEffectiveDt = current date and time, SendDt




= nulls, and SendFileNm = nulls.f. Create an Update Card/Cardholder message populated as follows:

i. Household ID = Economic Unit Numberii. eWIC Card Number = current active PAN assigned to the EU.iii. Card Status Code = ‘A002’ (deactivated).iv. Card Status Reason Code = value selected in Deactivate Card – Reason.v. Card Status Date = current date with format YYYY-MM-DD.vi. Replacement eWIC Card Number = blank.vii. Card Holder Type Code = ‘P’viii. If Economic Unit is a foster child, use the foster child’s data else use the



ix. Security Authorization Object = See the System-Wide Interface with Online EBT Host DFDD for details.

g. Call Write EBTMessageLog.h. Send the Update Card/Cardholder message to the EBT Host.i. Call Timeout Process.j. Receive Update Card/Cardholder message response.k. Call Return Code Process.l. Write EBTMessageLogResponse record with these attributes:


[m.] Update the EBTCardTransaction record by setting SendDt = current date and time and setting SendFileName = ‘XeroxConduentConduentEPPICConduent’.

m.[n.] Move Active PAN to Last Deactivated PANn.[o.] Set Active PAN to blankso.[p.] Display Deactivate Card – Reason in Reasonp.[q.] Set Deactivate Card – Reason to blanksq.[r.] Disable Deactivate Card – Reason and Deactivate Card – Deactivate Card

buttonr.[s.] Enable Replacement Card Setup – Reasons.[t.] Status bar message = ‘Ready’

Get PANs and Statuses (Online XeroxConduentConduentConduent EBTEPPIC



(Online XeroxConduentConduentConduent EBTEPPIC / Online CDP EBTOnline WIC Direct) Business RulesOnly)29. Process a Get PANs and Statuses request as follows:

a. Call Get Security Token Processb. Status bar message = ‘Querying EBT Host for PANs and Statuses’c. Security Authorization Object.EBTMessageTypeCd = 3600d. EBTMessageLog.EBTMessageTypeCd = 3600e. Create a Get Cardholders/Cards message populated as follows:

i. Household ID = Economic Unit Numberii. eWIC Card Number = blankiii. Search Start Date = current date minus 2 years with format YYYY-MM-

DDiv. Search End Date = current date with format YYYY-MM-DDv. Card Status Code = blankvi. Cardholder Type Code = ‘P’vii. Maximum Requested Count = 2viii. Security Authorization Object = See the System-Wide Interface with

Online EBT Host DFDD for details.f. Call Write EBTMessageLog.g. Send the Get Cardholders/Cards message to the EBT Host.h. Call Timeout Process.i. Receive Get Cardholders/Cards message response.j. Call Return Code Process.k. Write EBTMessageLogResponse record with these attributes:


l. If first record in Cardholder Search Result Object has Card Status Code = ‘A001’ (Activated) then

i. Display eWIC Card Number from record 1 in Active PANii. If a second record exists in Cardholder Search Result Object and it has

Card Status Code = ‘A002’ (Deactivated) then1. Display eWIC Card Number from record 2 in Last Deactivated

PAN2. Display Card Status Reason Code from record 2 in Reason

m. If first record in Cardholder Search Result Object has Card Status Code = ‘A002’ (Deactivated) then

i. Display eWIC Card Number from record 1 in Last Deactivated PANii. Display Card Status Reason Code from record 1 in Reason

n. Status bar message = ‘Ready’

Write EBTMessageLog (Online XeroxConduentConduentConduent EBTEPPIC Only)



(Online XeroxConduentConduentConduent EBTEPPIC / Online CDP EBTOnline WIC Direct) Business Rules30. Process a Write EBTMessageLog request as follows:

a. Write an EBTMessageLog record with these attributes:i. Incf_ID = IncomeFamily.ID of the Economic Unitii. EBTMessageDt = current date and timeiii. EBTMessageContentsXML = message being sent to the EBT Host

Timeout Process (Online XeroxConduentConduentConduent EBTEPPIC Only)31. If no response is received from the EBT Host within system parameter








i. Display standard timeout error message to user.e. Status bar message = ‘Ready’.f. Stop processing the calling function.

Return Code Process (Online XeroxConduentConduentConduent EBTEPPIC Only)32. Process a check Return Code request as follows:

a. If Return Code from EBT Host is equal to ‘0003’ or ‘0011’ theni. Call Get Security Token Processii. Exit Return Code Process.

b. If Return Code from EBT Host is not equal to ‘0000’ or ‘0018’ theni. Write EBTMessageLogResponse record with these attributes:

1. ResendDt = null2. DispositionDt = current date and time3. DispositionCd = ‘A’ (abnormal)4. EBTHostReturnCd = EBT Host response code

ii. Display an error message to user that includes Return Code from the EBT Host + text from List Management where Code ID = EBT Host




Return Code.iii. Rollback updates made to the EBTCard and EBTCardTransaction tablesiv. Save updates to the EBTMessageLog and EBTMessageLogResponse

tablesv. Status bar message = ‘Ready’.vi. Stop processing the calling function.

Get Security Token Process (Online XeroxConduentConduentConduent EBTEPPIC Only)33. Process a request for a Security Token as follows:

a. If CachedSecurityToken is not empty, then exit Get Security Token Process.b. Status bar message = ‘Signing On to EBT Host’c. EBTMessageLog.EBTMessageTypeCd = ‘0000’d. Create a Sign On message populated as follows:

i. UserID = System.EBT.Online.SystemwideSignOnUserIDii. Password = System.EBT.Online.SystemwideSignOnPassword

e. Call Write EBTMessageLogf. Send the Sign On message to the EBT Host.g. Call Timeout Process.h. Receive Sign On message response.i. Call Return Code Process.j. Write EBTMessageLogResponse record with these attributes:


k. Status bar message = ‘Ready’

Intial Setup (Online CDP EBTOnline WIC Direct Only)34. Display an error in a pop-up if the birthdate is not found for the “Person Object.Date of

Birth”. Depending on the economic unit, this is either the head of household or a foster child.

35. Display an error in a pop-up if the Address Object.Address Line 1 is empty. This indicates the family does not have a physical or mailing address.

36. Process an Initial Setup (for EBA and Card) as follows:a. Status bar message = ‘Creating EBT and Assigning Card’b. EBTMessageLog.EBTMessageTypeCd = 1000 (AddEBA)c. Create an Add EBA message populated as follows:

i. WIC MIS Account ID = Economic Unit Numberii. If Investigative Family

Type Code = ‘O’ (Compliance Buy)Else

Type Code = ‘H’ (Household)




iii. If BenefitFamily.OutputLanguageCd = ‘SPAN’ (Spanish)Head of Household Object.Language Code = ‘spa’

ElseHead of Household Object.Language Code = ‘eng’

iv. If Economic Unit is for a foster child, use the foster child’s data else use the Head of Household’s data:

1. Head of Household Object.Date of Birth = FamilyMember.BirthDt2. If foster child

Head of Household Object.Gender = Participant.SexCd Else IF HOH has a Participant record

Head of Household Object.Gender = Participant.SexCd Else

Head of Household Object.Gender = blank (unknown)3. Head of Household Name Object.First Name =

FamilyMember.FirstName 4. Head of Household Name Object.Last Name =

FamilyMember.LastName5. Head of Household Name Object.Middle Initial =

FamilyMember.MiddleName6. Head of Household Name Object.Suffix =

FamilyMember.LastNameSuffixv. If a mailing address exists with an Effective Date less than or equal

today and an End Date that is null or greater than or equal today, then use mailing address data else use physical address data:

1. If Do Not Mail is selected then Head of Household Mailing Address Object.Address Line 1 = ‘Do Not Mail’ Head of Household Mailing Address Object.Address Line 2 = blank

Else If FamilyAddress.POBox is not null then

FamilyAddress.StreetAddrLine2 = FamilyAddress.StreetAddrLine2 + ‘P.O. Box ‘ + FamilyAddress.POBox

2. If FamilyAddress.Apartment is not null thenFamilyAddress.StreetAddrLine2 = FamilyAddress.StreetAddrLine2 + ‘Apartment ‘ + FamilyAddress.Apartment

3. If FamilyAddress.StreetAddressLine1 has dataHead of Household Mailing Address Object.Address Line 1 = FamilyAddress.StreetAddrLine1 Head of Household Mailing Address Object.Address Line 2 = FamilyAddress.StreetAddrLine2

Else




Head of Household Mailing Address Object.Address Line 1 = FamilyAddress.StreetAddrLine2

4. Head of Household Mailing Address Object.City = FamilyAddress.City

5. Head of Household Mailing Address Object.State Abbreviation = FamilyAddress.State

6. Head of Household Mailing Address ZIP Code Object.ZIP Code Extended= FamilyAddress.ZipPlus4

7. Head of Household Mailing Address ZIP Code Object.ZIP Code Primary= FamilyAddress.ZipCode

d. Write an EBTMessageLog record with these attributes:e. Incf_ID = IncomeFamily.ID of the Economic Unitf. EBTMessageDt = current date and timeg. EBTMessageContentsXML = message being sent to the EBT Hosth. Send the Add EBA message to the EBT Host.i. Call Response Process.j. EBTMessageLog.EBTMessageTypeCd = 1300 (Add CardHolder/Card)k. Create an Add Card/Cardholder message populated as follows:

i. WIC MIS Account ID = Economic Unit Numberii. Cardholder Object.Card Number = EBTCard.CardNr (assigned card)iii. Cardholder Object.Status Code = 'A001' (Activate)iv. Cardholder Object.Reason Code = 'C007' (issued)v. If BenefitFamily.OutputLanguageCd = ‘SPAN’ (Spanish)

Cardholder Object.Language Code = ‘spa’Else

Cardholder Object.Language Code = ‘eng’vi. If BenefitFamily.DoNotCallIn = 0 (false)

If BenefitFamily.HomePhoneNr is not nullCardholder Object.Phone Number = BenefitFamily.HomeAreaCd + BenefitFamily.HomePhoneNr

Else If BenefitFamily.AltPhoneNr is not null

Cardholder Object.Phone Number = BenefitFamily. AltAreaCd + BenefitFamily. AltPhoneNr

ElseCardholder Object.Phone Number = empty

vii. If Economic Unit is a foster childCardholder Object.Gender = Participant.SexCd

ElseIF HOH has a Participant record

Cardholder Object.Gender = Participant.SexCdElse

Cardholder Object.Gender = blank (unknown)



(Online XeroxConduentConduentConduent EBTEPPIC / Online CDP EBTOnline WIC Direct) Business Rules Note: same logic as found in above Add EBA business rule for:

viii. Cardholder Mailing Address Object – Use Head of Household Mailing Address Object logic

ix. Cardholder Name Object – Use Head of Household Name Object logicl. Write an EBTMessageLog record with these attributes:

i. Incf_ID = IncomeFamily.ID of the Economic Unitii. EBTMessageDt = current date and timeiii. EBTMessageContentsXML = message being sent to the EBT Host

m. Send the Update Card/Cardholder message to the EBT Host.n. Call Response Process.o. If system parameter System.EBT.Online.StateUsesChangePIN = ‘Yes’ then:

i. If a PIN pad device is not found then:1. Display warning message ‘Setting the PIN failed. Please use

alternate means to set the PIN value.’2. Stop processing

ii. Status bar message = ‘Follow instructions on PIN pad to enter a new PIN’

iii. Activate PIN padiv. If no successful response from PIN pad then:

1. Display warning message ‘Setting the PIN failed. Please use alternate means to set the PIN value.’

2. Stop processingv. EBTMessageLog.EBTMessageTypeCd = 1700vi. Create an Add Update PIN message populated as follows:

1. Action Code = ‘001’2. Card Number = current PAN belonging to the EU3. EncryptedPINBlock = encrypted PIN from the PIN pad (Note: This

is CDP supplied code based on the JQuery plug-in found in their ICD

[4.] Message Header Object = See the System-Wide Interface with Online CDP EBTOnline WIC Direct Host DFDD for details

vii. Write an EBTMessageLog record with these attributes:1. Incf_ID = IncomeFamily.ID of the Economic Unit2. EBTMessageDt = current date and time3. EBTMessageContentsXML = message being sent to the EBT Host

viii. Send the Add Update PIN message to the EBT Host.ix. Call Response Process.

Replace Setup (Online CDP EBTOnline WIC Direct Only)37. Process an Replace Setup (for Card) as follows:

a. Status bar message = ‘Replacing Card’b. If Active PAN contains a value, write a record to the EBTCardTransaction table

for the Active PAN with TransactionDt = current date and time, EBTTransactionTypeCd = 'HOTC', HotCardReasonCd = Deactivate Card -




Reason, HotCardEffectiveDt = current date and time, SendDt = nulls, and SendFileNm = nulls.

c. Write a record to the EBTCardTransaction table for the new replacement PAN with TransactionDt = current date and time, EBTTransactionTypeCd = 'REPL', HotCardReasonCd = Replacement Card Setup - Reason, HotCardEffectiveDt = current date and time, SendDt = nulls, and SendFileNm = nulls

d. EBTMessageLog.EBTMessageTypeCd = 1400 (AddUpdate CardHolder/Card)e. Create an Update Card/Cardholder message populated as follows:

i. Action Code = ‘002’ (Update)ii. WIC MIS Account ID = Economic Unit Numberiii. Card Number Replacement = Card Number (newly assigned card)iv. Cardholder Object.Card Number = Card Number (previous card)v. Cardholder Object.Status Code = 'A002' (Deactivate)vi. Cardholder Object.Reason Code = value selected in Replacement Card

Setup - Reason.vii. If BenefitFamily.OutputLanguageCd = 'SPAN' (Spanish)

1. Cardholder Object.Language Code = 'spa'viii. Else

1. Cardholder Object.Language Code = 'eng'ix. If BenefitFamily.DoNotCallIn = 0 (false)

1. If BenefitFamily.HomePhoneNr is not nulla. Cardholder Object.Phone Number =

BenefitFamily.HomeAreaCd + BenefitFamily.HomePhoneNr

2. Elsea. If BenefitFamily.AltPhoneNr is not null

i. Cardholder Object.Phone Number = BenefitFamily. AltAreaCd + BenefitFamily. AltPhoneNr

b. Elsei. Cardholder Object.Phone Number = empty

x. If Economic Unit is a foster child1. Cardholder Object.Gender = Participant.SexCd

xi. Else1. IF HOH has a Participant record

a. Cardholder Object.Gender = Participant.SexCd2. Else

a. Cardholder Object.Gender = blank (unknown)Note: same logic as found in above Add EBA business rule for:

xii. Cardholder Mailing Address Object – Use Head of Household Mailing Address Object logic

xiii. Cardholder Name Object – Use Head of Household Name Object logicf. Send the Update Card/Cardholder message to the EBT Host.g. Call Response Process




h. If ‘0000’ or timeouti. Update all EBTCardTransaction records for the Economic Unit by setting

SendDt = current date and time and setting SendFileName = system parameter, EBT.EBTDeliveryHost.

ii. If Active PAN contains a value then3. Display Active PAN in Last Deactivated PAN4. Display Card Status Reason Code in Reason

iii. Display Replacement eWIC Card Number in Active PANiv. Set Replacement Card Setup - Reason to blanksv. Disable Replacement Card Setup - Replace Setup buttonvi. Set Deactivate Card - Reason to blanksvii. Disable Deactivate Card - Deactivate Card buttonviii. Status bar message = 'Ready'

Deactivate (Online CDP EBTOnline WIC Direct Only)38. Process a Deactivate (for Card) as follows:

a. Status bar message = ‘Deactivating Card’b. Write a record to the EBTCardTransaction table with TransactionDt = current

date and time, EBTTransactionTypeCd = 'HOTC', HotCardReasonCd = Deactivate Card - Reason, HotCardEffectiveDt = current date and time, SendDt = nulls, and SendFileNm = nulls.

c. EBTMessageLog.EBTMessageTypeCd = 1400 (AddUpdate CardHolder/Card)d. Create an Update Card/Cardholder message populated as follows:

i. Action Code = ‘003’ (Deactivate)ii. WIC MIS Account ID = Economic Unit Numberiii. Card Number Replacement = blankiv. Cardholder Object.Card Number = Card Number (previous card)v. Cardholder Object.Status Code = 'A002' (Deactivate)vi. Cardholder Object.Reason Code = value selected in Deactivate Card –

Reason.vii. If BenefitFamily.OutputLanguageCd = ‘SPAN’ (Spanish)

1. Cardholder Object.Language Code = ‘spa’viii. Else

1. Cardholder Object.Language Code = ‘eng’ix. If BenefitFamily.DoNotCallIn = 0 (false)

1. If BenefitFamily.HomePhoneNr is not nulla. Cardholder Object.Phone Number =

BenefitFamily.HomeAreaCd + BenefitFamily.HomePhoneNr

2. Elsea. If BenefitFamily.AltPhoneNr is not null

i. Cardholder Object.Phone Number = BenefitFamily. AltAreaCd + BenefitFamily. AltPhoneNr




x. Else1. Cardholder Object.Phone Number = empty

xi. If Economic Unit is a foster child1. Cardholder Object.Gender = Participant.SexCd

xii. Else1. IF HOH has a Participant record

a. Cardholder Object.Gender = Participant.SexCd2. Else

a. Cardholder Object.Gender = blank (unknown)Note: same logic as found in above Add EBA business rule for:

xiii. Cardholder Mailing Address Object – Use Head of Household Mailing Address Object logic

xiv. Cardholder Name Object – Use Head of Household Name Object logice. Send the Update Card/Cardholder message to the EBT Host.f. Call Response Processg. If ‘0000’ or timeout

i. Update the EBTCardTransaction record by setting SendDt = current date and time and setting SendFileName = system parameter, EBT.EBTDeliveryHost.

ii. Move Active PAN to Last Deactivated PANiii. Set Active PAN to blanksiv. Display Deactivate Card - Reason in Reasonv. Set Deactivate Card - Reason to blanksvi. Disable Deactivate Card - Reason and Deactivate Card - Deactivate Card

buttonvii. Enable Replacement Card Setup - Reasonviii. Status bar message = 'Ready’

Response Process (Online CDP EBTOnline WIC Direct Only)If no response is received from the EBT Host within system parameter EBT.EBTMessageTimeoutSeconds number of seconds, then

Loop through this resend logic up to system parameter EBT.EBTMessageTimeoutRetries number of times:

o Resend the message to the EBT Hosto If no response is received, return to top of loop.o If the EBT Host returns a response, exit this loop

If ‘0000’, write EBTMessageLogResponse record with these attributes:o ResendDt = current date and timeo DispositionDt = current date and timeo DispositionCd = ‘S’ (success)o EBTHostReturnCd = ‘0000’

If EBTMessageLog.EBTMessageTypeCd = 1700 and (Timeout or not ‘0000’) then:o If EBTHostReturnCd = 1604 then:




Display warning message ‘Entered PINs do not match. Please use alternate means to set the PIN value.’

o Else Display warning message ‘Setting the PIN failed. Please use alternate

means to set the PIN value.’o Stop processing.

If timeout, write EBTMessageLogResponse record with these attributes:o ResendDt = nullo DispositionDt = current date and timeo DispositionCd = ‘T’ (timeout)o EBTHostReturnCd = null

If not (‘0000’ or timeout), Write EBTMessageLogResponse record with these attributes:

o ResendDt = current date and timeo DispositionDt = current date and timeo DispositionCd = ‘A’ (abnormal)o EBTHostReturnCd = EBT Host response codeo Display an error message to user that includes Return Code from the EBT

Host + text from List Management where Code ID = EBT Host Return Code.o Rollback updates made to the EBTCard and EBTCardTransaction tables

Save updates to the EBTMessageLog and EBTMessageLogResponse tables Stop processing of the Initial Setup, Replace Setup or Deactivate function.

Get PANs and Statuses (Online CDP EBTOnline WIC Direct Only)39. Process a Get PANs and Statuses request as follows:

a. Status bar message = ‘Querying EBT Host’b. EBTMessageLog.EBTMessageTypeCd = 3700 (GetCardHistory)c. Create a Get Card History message populated as follows:

i. Card Number = current card (which will always be active per business rule)

ii. Message Header Object = See the System-Wide Interface with Online EBT Host DFDD for details.

d. Write an EBTMessageLog record with these attributes:i. Incf_ID = IncomeFamily.ID of the selected participant's Economic Unitii. EBTMessageDt = current date and timeiii. EBTMessageContentsXML = message being sent to the EBT Host

e. Send the Get Card History message to the EBT Hostf. If no response is received from the EBT Host within system parameter







a. DispositionDt = current date and timb. ResendDt = nullc. DispositionCd = ‘T’ (timeout)d. EBTHostReturnCd = null

g. If response return code = ‘0000’ (success)i. Write EBTMessageLogResponse record with these attributes:

1. DispositionDt = current date and time2. ResendDt = current date and time3. DispositionCd = ‘S’ (success)4. EBTHostReturnCd = ‘0000’l

ii. Return Get Card History Response data to next step.h. If response return code is not ‘0000’ (abnormal)

i. Write EBTMessageLogResponse record with these attributes:1. DispositionDt = current date and time2. ResendDt = current date and time3. DispositionCd = ‘A’ (abnormal)4. EBTHostReturnCd = EBT Host response code

ii. Display a pop-up error message to user that includes Return Code from the EBT Host + text from List Management where Code ID = EBT Host Return Code. Closing pop-up allows user to proceed.

i. Status bar message = 'Ready'



6[8] Food BenefitsThe Food Benefits screen allows the user to work with the participant’s food benefits within the context of an economic unit in order to write the food benefits to the active EBT card or the EBT Host.

6.1[8.1] .

6.2 Displaying the ScreenWhen the user accesses the Food Benefits screen, the system performs processes to determine what displays in the tree view on the screen. These processes are defined in the Food Benefit Alert Algorithm, Benefit Calculation Rules, and Proration Rules functions. See Appendix C, D, and E in the CS 6a Common Food Screens and Appendices DFDD for details. For issuances that have already occurred, the grid is used to display the participant’s food benefits that were written to the card or established in the EBA on the EBT Host. For issuances that are in process (a food package is available and issuance is available), the grid is used to display potential food benefits that can be written to the card or assigned to the participant’s EBA. Checkboxes within the display allow the selection or de-selection of food packages, if this is desired by the user. (The de-selection of a participant food package will probably be used infrequently, but it is available if needed.)



Details on the screen help the user know the name and ID of the Economic Unit, the Family ID, the Active PAN, and whetherif the PAN is considered a Hot Card or Deactivated Card. The screen is displayed with the most recent issuance period at the top of the screen. The Issuance Periods illustrate to the user the First Date to Use (FDTU) and the Last Date To Use (LDTU) for the food benefit periods. FDTU is the first date that food benefits prescribed for an issuance period can be purchased. LDTU is the last date that food benefits prescribed for an issuance period can be purchased. The tree view allows the user a lot of flexibility as they view the screen. The user can easily expand and collapse levels in order to see the desired level of detail. While on the Food Benefits screen, the user can display the a card’s current and future issuance period benefits by accessing the Card Activities Menu and clicking onselecting the Benefit Inquiry option. The user can also print a list of current and future period benefits by accessing the Card Activities Menu and selecting Print Receipt (Smart Card WIC) or Print Family Food Benefits (Online EPPIC / Online WIC Direct) menu options.When a user navigates to the Food Benefits panel or switches between Economic Units, if any issuance or reissuance because of a food package change is available, the system displays the available issuance and reissuance periods. All available benefits are displayed with FP Check Box selected.

Example: Assume March, April, and May have already been issued. If the family is selected again later in March, new June benefits are available for issue. Assuming there are no food package changes for March, April, or May, the system will display March, April, and May collapsed with FP Check Box uncheckedwith the label ‘(Reload Benefits)’ and June with the label ‘(New Issue)’. If the user wishes to reload or remove March, April, or May benefits, clicking Adjust Benefits will expand those periods and select their FP Check Box.Example 2: Assume a child has been removed from the family. When the system displays the available issuance, as it did in Example 1, the child’s benefits are not included and will automatically be removed from the current and future period balances when the user issues the benefits.

[8.2] Issuing and Processing Food Benefits (Smart Card EBT OnlySmart Card WIC Only)

Food Benefits for (Smart Card EBT OnlySmart Card WIC Only) states are issued utilizing the Read Card/Write to Card combination, Write Remote, RecalculateAdjust Benefits, or Transfer Benefits buttons. When the user navigates to Food Benefits and the Economic Unit has an active PAN, the Read Card and Adjust Benefits buttons are enabled and the Write to Card button is disabled. Once the user has selected the Economic Unit they wish to issue benefits for, they click Read Card. The system reads the balances on the active card belonging to the Economic Unit. The system uses the balances obtained from the card to calculate and display the PREVIEW BALANCE-TO-ISSUE nodes for each period with available issuance and enables the Write to Card button. The user may click Adjust Benefits at any time to expand any current or future periods that have prior issuance but are collapsed. The system expands those periods and selects their FP Check Box. If the user clicks Adjust Benefits before clicking Read Card, the periods are expanded but do not have a PREVIEW BALANCE-TO-ISSUE node until the user clicks Read Card. If the user clicks Adjust Benefits after clicking Read Card, the system expands the collapsed issuance periods and displays PREVIEW BALANCE-TO-ISSUE nodes. Clicking Write to Card causes the system to send the Quantity to be Issued values displayed in the PREVIEW BALANCE-TO-ISSUE nodes to be written on the card. The system



communicates read and write requests to the card reader via calls to EDIS (EBT Device Interface System) which interfaces directly with the software installed on the card reader. Read Card only sends read requests. Write to Card only sends write requests.The Write to Card button is used for a first issuance within an issuance cycle and for reissuance during the issuance cycle (when there is no card replacement or hot card involved). During the initial issuance for the issuance period, when the user is ready to load food benefits to the EBT card, this button is used in the MPSC system to tell EDIS what food benefits need to be written to the card. The MPSC system verifies that the card is an active card and can receive benefits before writing the benefits. The Quantity to be Issued values represent the MPSC system aggregation of available benefits for all participants with es the benefits (those FP Check Box selectedchecked with a checkmark for each period.on the Food Benefits screen) for the economic unit then provides them to EDIS. If the card is successfully updated, food benefits are printed out of the card reader and a success message is seen by the MPSC user. If the card is not successfully updated, error messages are provided to the MPSC system to help the user understand what actions need to be taken in order to have a successful food benefit load. The reissuance process is very similar to the initial issuance process. Again, Read Card is required to read the balances on the active card, calculate and display the PREVIEW BALANCE-TO-ISSUE nodes for each period with available issuance and enable the Write to Card button. For reissuance, the Quantity to be Issued values are calculated based on multiple Business Rules and account for any changes caused by the introduction of new food packages, returned formula, and purchases. T Again, the Write to Card button is used when the user is ready to load food benefits to the EBT card. T The MPSC system tells EDIS that food benefits need to be written to the card. The MPSC system verifies that the card is an active card and can receive benefits. The MPSC system aggregates the benefits according to multiple business rules (Reissuance Rules and Proration Rules) then provides them to EDIS. If the card is successfully updated, food benefits are printed out of the card reader and a success message is seen by the MPSC user. If the card is not successfully updated, error messages are provided to the MPSC system to help the user understand what actions need to be taken in order to have a successful food benefit load.

The Write Remote button is similar to the Write to Card button. It is also used to process first issuances and reissuances. It is enabled and disabled based on issuance or reissuance being available. It does not require the use of the Read Card button first since the card is not available to be read.on the same rules as the Write to Card button. The difference between the two buttons is that Write Remote writes available issuance and reissuance to a table rather than directly to the EBT card. An interface process executes on a periodic basis and extracts the issuance/reissuance data from the remote table and creates a file to be sent to the EBT Host system. The EBT Host system makes the information available to the WIC vendors or kiosks. The issuance/reissuance data can then be loaded to the EBT card remotely at a WIC vendor site or kiosk. Once the issuance/reissuance data is loaded remotely, the vendor notifies the EBT Host system which in turn notifies the MPSC WIC system that the remote loading has occurred. The status of remote issuance transactions can be seen in the Audit Trail panel.

When reissuance is processed with the Write to Card button, the user must click Read Card first to read system reads the card andfirst to determine the balance remaining on the card for each food item. When reissuance is processed with the Write Remote button, the EBT card is not available to be read to determine the balance remaining. Instead, the Write Remote process has to calculate the remaining balances for each issuance period based on redemption data already recorded in the system. For current issuance period, since there is the possibility that purchases may have been made that have not been processed by the system, there is always the risk of over issuance when using the Write Remote function. The



MPSC WIC system stores the available food for every affected issuance period (including issuances periods were food was removed). A corresponding calculated balance for each of these affected issuance periods is also stored for later reporting to detect over issuance.The Write Remote button is controlled by its own security unit that is separate from the security unit that controls the overall Food Benefits panel functionality. This allows the Write Remote button to be made available to only select personnel. The Write Remote function is available in both connected and disconnected mode.Between the time that Write Remote is clicked and either the MPSC WIC system knows that the food items have been remotely loaded to the EBT card or the Smart Card EBTSmart Card WIC transaction is cancelled, the Write to Card, RecalculateAdjust Benefits, Read Card, and Transfer Benefits buttons are disabled.The primary purpose of the RecalculateAdjust Benefits button is to allows the user to expand collapsed periods with previously issued benefits in order to remove food items previously issued to the EBT card for one or more participants in the Economic Unit for one or more current or future issuance periods. The RecalculateAdjust Benefits button causes current month and future month issuance periods that have already been issued to be re-displayed as potential reissues. The RecalculateAdjust Benefits button is only enabled as long as no participants in the Economic Unit isare eligible for an issuance, reissuance, or transfer of benefits. After the potential reissuance data is displayed, the user can clear the FP Ccheck Bbox of any issuance periods for any participants they wish to have removed from the card. There is no need to deselect the FP Check Box for participants that have been removed from the family; they are not displayed on the Food Benefits panel and their benefits will be removed automatically when the user clicks Write to Card. The user must click Read Card, if they have not already done so, and then clicks Write to Card to complete the process and update the card. The food item quantitiesy’s for any issuance periods for any participants whose FP Ccheck Bbox was cleared is removed from the card during the card update process, along with the food items belonging to any articipants that were removed from the family. The quantity of each food item for each food package that was un-checked is subtracted from the balance remaining on the EBT card for the selected issuance period(s). Similarly, the quantity of each food item belonging to participants that were removed from the family are subtracted from the balance remaining on the EBT card for the current and future issuance periods. The subtraction process can reduce the card balance to zero, but never negative. It is possible, even likely, that some food items that are being removed may be food items that other participants in the Economic Unit also have in their food package and their food is not being removed. The RecalculateAdjust Benefits and reissue process attempts to leave the maximum food quantities possible for the participants remaining in the family. function does not attempt to allocate the food quantity being removed among multiple participants. It simply subtracts the full quantity of the food item belonging to the participant that is being removed.For example, if there is any extra food that belonged to the child removed (or deselected), then the balance would be reduced by that quantity. For example: two children; each issued 2 gallons of milk; family purchased 1 gallon. If one child is removed from the family (or FP Check Box is deselected), the remaining child has 2 gallons and the system applies the purchased gallon to that child leaving a balance on the card of 1 gallon. The assumption is that purchases belonged to the retrieved (or deselected) child.When a child is removed from a family (for instance, to be placed in foster care), the Recalculate function is an easy way to correct the EBT card. Clicking the Recalculate and then clicking Write to Card automatically removes from the EBT card those foods that belonged to that child. The Transfer Benefits button is used when a card has been replaced and the user wants to transfer benefits that were on the previously hot carded card. The aggregation of benefits and the benefits issued to the card depends on a number of factors.



If the designated wait period has passed (the MPSC system determines this based on when the last active card was hot carded), then the MPSC system calculates the current issuance period benefits based on the balance at that time minus the purchases that occurred within that wait period.

If the future period benefits that were on the hot card are available. The MPSC system is used to determine the food benefits for the future issuance periods based on what was on the card at the time the last active card with benefits was hot carded.

When the food benefits are aggregated, then the MPSC system provides these food benefits to EDIS. If the card is successfully updated, food benefits are printed out of the card reader and a success message is seen by the MPSC user. If the card is not successfully updated, error messages are provided to the MPSC system to help the user understand what actions need to be taken in order to have a successful food benefit load. The Transfer Benefits button is used when there are food benefits available that need to be transferred to the replaced card. When the user is ready to load these food benefits to the EBT card, this button is used in the MPSC system to tell EDIS that food benefits need to be written to the card. The MPSC system verifies that the card is an active card, that the wait period is over, and that the card can receive benefits. If the card is successfully updated, food benefits are printed out of the card reader and a success message is seen by the MPSC user. If the card is not successfully updated, error messages are provided to the MPSC system to help the user understand what actions need to be taken in order to have a successful food benefit load.

[8.3] Issuing and Processing Food Benefits (Online XeroxConduentConduentConduent EBTEPPIC / Online CDP EBTOnline WIC Direct)

Food Benefits for (Online XeroxConduentConduentConduent EBTEPPIC / Online CDP EBTOnline WIC Direct) states are issued utilizing the Issue Benefits and RecalculateAdjust Benefits buttons. The Issue Benefits button is used for a first issuance within an issuance cycle and for reissuance during the issuance cycle. During the initial issuance for the issuance period, when the user is ready to issue food benefits, this button sends messages to the EBT Host to load benefits into the family’s Electronic Benefit Account (EBA) on the EBT Host. The MPSC WIC system aggregates the benefits (those with FP Check Box selected checked with a checkmark on the Food Benefits screen) for the economic unit and then provides them to the EBT Host. If successful, food benefits are printed out on a Family Food Benefits list and a success message is seen by the MPSC WIC system user. If the benefits are not successfully issued, error messages are provided to the MPSC WIC system to help the user understand what actions need to be taken in order to have a successful food benefit load.The reissuance process is very similar to the initial issuance process. Again, the Issue Benefits button is used when the user is ready to load food benefits to the family’s account. The MPSC WIC system queries the EBT Host for the benefit balances for the current and future issuance periods. For this reason, reissuance is not available in disconnected mode. The MPSC WIC system sends messages to the EBT Host to identify benefits to be voided for the current and future issuance periods and then sends messages to load the reissued benefits into the family’s EBA on the EBT Host. The MPSC WIC system aggregates the benefits according to multiple business rules (Reissuance Rules and Proration Rules) and then provides them to the EBT Host. If the benefits are successfully loaded, food benefits are printed out on a Family Food Benefits list and a success message is seen by the MPSC user. If the benefits are not successfully updated, error messages are provided to the



MPSC system to help the user understand what actions need to be taken in order to have a successful food benefit load.The primary purpose of the RecalculateAdjust Benefits button is to allows the user expand previously issued but collapsed period in order to remove food items previously issued to the EBA for one or more participants in the Economic Unit for one or more current or future issuance periods. The RecalculateAdjust Benefits button causes current month and future month issuance periods that have already been issued to be re-displayed as though each participant has a food package change requiring reissue. The RecalculateAdjust Benefits button is only enabled as long as no participants in the Economic Unit are eligible for an issuance or reissuance of benefits. After the potential reissuance data is displayed, the user can deselect the FP Check Box clear the check box of any issuance periods for any participants they wish to have removed from the EBA. There is no need to deselect the FP Check Box for participants that have been removed from the family; they are not displayed on the Food Benefits panel and their benefits will be removed automatically when the user clicks Issue Benefits. The user then clicks Issue Benefits to complete the process and update the EBA. The food item quantitiesy’s for any issuance periods for any participants whose FP Check Box was deselectedcheck box was cleared is removed from the EBA during the update process, along with the food items belonging to participants that were removed from the family. The quantity of each food item for each food package that was deselectedun-checked is subtracted from the balance remaining on the EBA for the selected issuance period(s). Similarly, the quantity of each food item belonging to participants that were removed from the family are subtracted from the balance remaining on the EBA for the current and future issuance periods. The subtraction process can reduce the EBA balance to zero, but never negative. It is possible, even likely, that some food items that are being removed may be food items that other participants in the Economic Unit also have in their food package and their food is not being removed. The RecalculateAdjust Benefits and reissue process attempts to leave the maximum food quantities possible for the participants remaining in the family. For example, if there is any extra food that belonged to the child removed (or deselected), then the balance would be reduced by that quantity. For example: two children; each issued 2 gallons of milk; family purchased 1 gallon. If one child is removed from the family (or FP Check Box is deselected), the remaining child gets 2 gallons and the system removes the 1 remaining gallon that belonged to the retrieved (or deselected) child. The assumption is that purchases belonged to the retrieved (or deselected) child.function does not attempt to allocate the food quantity being removed among multiple participants. It simply subtracts the full quantity of the food item belonging to the participant that is being removed.When a child is removed from a family (for instance, to be placed in foster care), the Recalculate function is an easy way to correct the EBA balance. Clicking the Recalculate and then clicking Issue Benefits automatically removes from the EBA those foods that belonged to that child.

6.3[8.4] Changing Food Packages During an Issuance Period

If the participant has had a participant profile change (change of participant category, exclusive breastfeeding, special diet, multiples, or reached a milestone age) since the most recent issuance, and has returned to the clinic for different foods, the user may not want the foods that are automatically presented on the Food Benefits screen. The Benefit Calculation Rules and the Reissuance Rules may not always produce the results that the CPA desires (possibly due to a food package change of unlike categories). In this case, the user needs to return to the food package screen, create another food package with the proper food changes. For current month, the system adjusts reissuance based on card contents (Smart Card EBT OnlySmart Card WIC Only), EBA balance (Online XeroxConduentConduentConduent EBTEPPIC / Online CDP EBTOnline WIC Direct) and



returned formula. The system can adjust based on the prepared size of the switched formulas. This new food package is used for the future month benefits. If the system sees a food package change (a new, un-issued food package within the current food benefit issuance cycle), then besides displaying the participant’s food benefits that were previously issued, the screen also displays the new food package information. The food package that is being reissued is identified with a check mark in the grid. The user may de-select a food package, if desired.

[8.5] (Smart Card EBT OnlySmart Card WIC Only) Mailing Benefits

Because benefits are written directly to the card, some situations will occur when a card must be mailed to a family. When this is done, the reason the benefits were mailed rather than physically given to the participant is captured by the staff.



6.4[8.6] Prorating BenefitsProration of food benefits is a state decision. Proration is allowed or disallowed based on the setting of a system parameter. If the state allows proration of benefits, the Proration Rules found in Appendix E of the CS 6a document are utilized when food benefits are aggregated for issuance. Additionally, the state has the ability to allow or disallow staff to override the proration of benefits. This too is controlled with a system parameter. When proration is overridden, full food benefits (those prescribed on the Food Package screen) are used in the aggregation of benefits.Reissuing food benefits also involves a state decision. Reissuance level is based on the setting of a system parameter. The amount of reissuance is either based on what level the original issuance was issued at or it is based on the date that the reissuance occurs. If the state chooses to have it based on the date that the reissuance occurs, the system uses the lower amount of food to place on the card (Smart Card EBT OnlySmart Card WIC Only) or EBA (Online XeroxConduentConduentConduent EBTEPPIC / Online CDP EBTOnline WIC Direct) when a later date in the period is found that the date of original issuance (i.e. If full issuance occurred, then reissuance occurred after the 20th day of the issuance period, the amount would be lowered to a 1/3 level). With appropriate security permission, this can be overridden to be based on the original level of issuance. This only applies to participant to have package changes that identify reissuance. It does not applies to participants that do not have package changes; thus excluding situations that use the RecalculateAdjust Benefits or Transfer Benefits button.

6.5[8.7] Moving a Child Between FamiliesA common situation encountered by WIC staff is the need to move a child between families. If a foster child is moved from one family to another family, the issuance history (issuance periods, food items, and card information) within the MPSC system moves with the participant record.

Foster child moves If the foster child move is accompanied with the card and PIN, the benefits could

continue to be used from the first card. (The PIN should be changed.) If the foster child moves and no card moves with the child, then staff designate the

first card a Hot Card (Smart Card EBT OnlySmart Card WIC Only) or Deactivate the Card (Online XeroxConduentConduentConduent EBTEPPIC / Online CDP EBTOnline WIC Direct) and a new card is set up for the child in the new family.

Non-foster child movesIf a child who is not a foster child is moved from one family to another family, the issuance history (past issuance periods and associated food items) within the MPSC system moves with the participant record. The current issuance period and future issuance period information is not moved. This allows current issuance period and future issuance period food benefits to be issued in the “receiving family.” Proration Rules and Reissuance Rules are applied during the issuance process. In this situation, staff would follow policy regarding the actions to take for the “losing family”:

(Smart Card EBT OnlySmart Card WIC Only) Their card could be designated as a temporary Hot Card. When the “losing family” comes to the clinic, the user would Reinstate the card and then use the Recalculate and Write to Card functions to reissue benefits to the card minus the benefits of the child removed from the household. Alternatively, their card could be designated as a permanent Hot Card. When the family comes to the clinic, they would be assigned a new card using the



Replace Card Setup function and benefits would be managed through the Transfer Benefits function.

(Online XeroxConduentConduentConduent EBTEPPIC / Online CDP EBTOnline WIC Direct) The “losing family” could be requested to return to the clinic. When they return, benefits would be reissued using the Adjust Benefits and Recalculate and Issue Benefits functions, minus the benefits of the child removed from the household. Alternatively, the card could be Deactivated to prevent its use. When the family returns to the clinic, a new card would be assigned using the Replacement Card Setup function, followed by the Recalculate and Issue Benefits functions.



6.6 Process Flow - GeneralEach time a user navigates to the Food Benefits panel or switches between the displayed Economic Units:

The system performs the Benefit Calculation Rules function found in Appendix D: Benefit Calculation Rules in the CS 6a Common Food Screens and Appendices DFDD. This function determines which issuance periods are available for issuance or reissuance for each participant in the Economic Unit.

1. If one or more issuance periods are available for issuance or reissuance:a. The system performs the Automated Food Package Update Algorithm function

found in Appendix B: Automated Food Package Update Algorithm in the CS 6a Common Food Screens and Appendices DFDD. This function auto-generates a new food package for each participant that reached a milestone on or before the FDTU of any of the available issue periods if a Change Food Rule exists for the milestone and the participant’s prior food package is not marked Do Not Auto-Update.

b. The system performs the Proration Rules function found in Appendix E: Proration Rules in the CS 6a Common Food Screens and Appendices DFDD. This function determines if new issuance for the current issuance period should be prorated and/or if reissuance for the current issuance period should be prorated. If proration is identified for issuance, reissuance, or both for the current issuance period, the system adjusts the quantities of foods to be issued or reissued appropriately.

c. The system performs the Food Benefit Alert Algorithm function found in Appendix C: Food Benefit Alert Algorithm in the CS 6a Common Food Screens and Appendices DFDD. This function displays alerts on the Food Benefit Alerts Tab in the Information Panel. These alerts are informational and do not prevent issuance of benefits. This functional also performs Verification Rules which ensure that each food package for each participant for each available issuance period meet all Food Rules. If Verification Rules are violated, error messages are displayed with the details and the food package or food packages cannot be issued.

d. (Online EPPIC Only / Online WIC Direct Only) If the selected Economic Unit has an active PAN, send a Get Benefit Balance message to the EBT Host to obtain the current and future period balances.

i. For (Online EPPIC / Online WIC Direct), send a Get Benefit Balance message to the EBT Host to obtain the current and future period balances.

ii. For (Smart Card WIC Only), calculate the estimated current and future period balances using existing issuance/reissuance, purchase, and Card Balance Correction (CBC) activities for the issuance periods.



6.7 Process Flow – No Active PANWhen the user navigates to the Food Benefits panel or switches between Economic Units and the displayed Economic Unit does not have an Active PAN:

1. For (Online EPPIC / Online WIC Direct), the system:a. Disables Issue Benefits and Adjust Benefits buttons.b. Does not display the PREVIEW BALANCE-TO-ISSUE nodes.c. Displays the available issuance periods, if any. These nodes are collapsed.

d. Displays the active participant names within each available issuance period if

the issuance period nodes are expanded.e. Displays the food package name and contents if a participant name node is

expanded.



2. For (Smart Card WIC), the system:

a. Disables Write to Card, Transfer Benefits, Adjust Benefits, Read Card, and Write Remote (if it is visible) buttons.

b. Does not display the PREVIEW BALANCE-TO-ISSUE nodes.c. Displays the available issuance periods, if any. These nodes are collapsed.

d. Displays the active participant names within each available issuance if the issuance period nodes are expanded.

e. D isplays the food package name and contents if a participant name node is expanded.



6.8 Process Flow – Screen View OptionsRegardless of the selected Screen View option, the system displays participants on the Food Benefits panel based on these rules:

1. The participant must be part of the displayed Economic Unit.2. The participant must have WIC Status = Active during the issuance period.3. The participant must have a verified food package effective during the issuance

period.

When the user navigates to the Food Benefits panel or switches between Economic Units, the system sets the Screen View default options as follows:

1. If the Economic Unit does not have an Active PAN, the default Screen View is:a. Top Level View = Issuanceb. Expand to See = Issuance

2. If the Economic Unit does have an Active PAN, the default Screen View is:a. Top Level View = Issuanceb. Expand to See = Food Package



(NOTE: The PREVIEW BALANCE-TO-ISSUE node is expanded in this screen shot for illustration. The system displays PREVIEW BALANCE-TO-ISSUE nodes collapsed.

The system displays the Food Benefits panel based on the selected Screen View options, as follows:

1. Top Level View = Issuancea. Expand to See = Issuance

Displays issuance periods (FDTU – LDTU) collapsed.

b. Expand to See = ParticipantDisplays participant names, collapsed, within issuance periods.



c. Expand to See = Food PackageDisplays food package names, collapsed, within participant names within issuance periods.

d. Expand to See = Food ItemDisplays food items and quantities within food package names within participant names within issuance periods.



2. Top Level View = ParticipantWhen Top Level View = Participant, the system does not display the labels “(New Issue)”, “(Reissue – New Food Package)”, or “(Remove)” behind the participant’s name as it does when Top Level View = Issuance. The reason for this is that the individual issuance periods for a participant may be a mixture of these types. Additionally, the system cannot display PREVIEW BALANCE-TO-ISSUE nodes when Top Level View = Participant.

a. Expand to See = IssuanceDisplays issuance periods (FDTU – LDTU), collapsed, within participant names.

b. Expand to See = Participant

Displays participant names, collapsed.



c. Expand to See = Participant = FOOD PACAKAGEDisplays food package names, collapsed, within issuance periods within participant names.

d. Expand to See = Participant= Food ItemDisplays food items and quantities within food package names within issuance periods within participant names.



6.9 Process Flow – New IssuanceNew Issuance is defined as the first issuance for a participant for an issuance period.

(NOTE: The screen shots in this process flow display a new family with three participants. None has previously issued benefits. Only the issuance grid is displayed since it is the same for Online EPPIC and Online WIC Direct. For Smart Card WIC, the displayed issuance grids are also the same once the user clicks Read Card.)

1. ( Online EPPIC/Online WIC Direct) Each time a user navigates to the Food Benefits panel or switches between the Economic Units in the household and participants in the Economic Unit have new issuance and the Economic Unit has an Active PAN, the system displays the Food Benefits panel as follows:

(Smart Card WIC) Each time a user navigates to the Food Benefits panel or switches between the Economic Units in the household and participants in the Economic Unit have new issuance and the Economic Unit has an Active PAN, the system displays the Food Benefits panel as follows. PREVIEW BALANCE-TO-ISSUE nodes are not displayed. Write to Card is disabled.

(Smart Card WIC) After the user clicks Read Card and successfully reads the active PAN, the system re-displays the Food Benefits panel including the PREVIEW BALANCE-TO-ISSUE nodes as follows:



The remaining descriptions in this section apply equally to Smart Card WIC, Online EPPIC WIC, and WIC Direct, unless otherwise noted:

a. The first level node in the tree are issuance periods. The First Date to Use (FDTU) and Last Date to Use (LDTU) are displayed for each issuance period. Available issuance periods are expanded. Issuance periods in the past or without available issuance or reissuance are collapsed.

b. The second level node in the tree are the PREVIEW BALANCE-TO-ISSUE nodes and participant name nodes. The system displays PREVIEW BALANCE-TO-ISSUE nodes collapsed. This is an example of a PREVIEW BALANCE-TO-ISSUE node that has been expanded.

c.

i. Within each available issuance period is an PREVIEW BALANCE-TO-ISSUE node. AllThe PREVIEW BALANCE-TO-ISSUE nodes are of the current period is expanded. All future periods are collapsed. A user can click the plus sign to expand any PREVIEW BALANCE-TO-ISSUE node.

ii. The PREVIEW BALANCE-TO-ISSUE node displays a preview of the food items and quantities the system will write to the EBT card or send to the EBT Host. In this simple scenario, where all issuance is new, the PREVIEW BALANCE-TO-ISSUE food items and quantities equal the aggregation of the food package food items and quantities for each of the participants. If 2/3 or 1/3 proration is displayed, the PREVIEW BALANCE-TO-ISSUE reflects the aggregation of the 2/3 or 1/3 food package for each of the participants.



iii. The PREVIEW BALANCE-TO-ISSUE node name is a link. Clicking the link displays the Economic Unit BALANCE-TO-ISSUE pop-up.

iv. Each participant with available new issuance has “(New Issue)” displayed behind their name.

v. Participant name is a link. Clicking the link displays the Participant Detail pop-up.

d. The third node in the tree lists the food packages for a participant.i. The food package name is displayed for each participant preceded by

a “+” sign. Clicking the “+” sign expands the food package node to display the food items and quantities for the participant. If 2/3 or 1/3 proration is displayed, the food items and quantities will reflect the 2/3 or 1/3 values of the food package.

ii. The system displays a check box beside the food package names for each participant. This check box is called the FP Check Box. The system selects the FP Check Box for each food package that it will issue or reissue.

iii. The proration value (Full, 2/3, or 1/3) and “Authorized” are displayed beside the food package name.

e. A user may deselect the FP Check Box for one or more participants for one or

more issuance periods. The system will not include those participant’s food items for those issuance periods when writing to the EBT card or the EBT Host.

f. Each time a user deselects an FP Check Box or re-selects one that was previously de-selected, the system recalculates the PREVIEW BALANCE-TO-ISSUE balances for the selected issuance period. If the PREVIEW BALANCE-TO-ISSUE is expanded, the new calculated balances are displayed.

g. If a user deselects every FP Check Box for every participant for any issuance period, the system displays a warning message in the Food Benefits Alerts tab at the bottom of the panel. every issuance period, display an error message if the user clicks the Write to Card button (Smart Card WIC) or the Issue Benefits button (Online EPPIC/Online WIC Direct), and stop processing.

h. If 2/3 or 1/3 proration is displayed and the state allows proration to be overridden (system parameter FI.ProrateOverride = Yes), the user may override proration in this manner:

i. The user selects the New Issuance – Override radio button.ii. New Issuance – Override Reason becomes a required field.iii. The user selects a value from New Issuance – Override Reason.



iv. The system repaints the Food Benefits panel with all available issuance as Full and recalculates and redisplays the PREVIEW BALANCE-TO-ISSUE nodes.

i. These are before and after screen examples for New Issue.i. Before Example – Issuance will be for March, April, and May 2018. The

user expanded the March PREVIEW BALANCE-TO-ISSUE node.



ii. After Example 1 – In this example, no FP Check Boxes were deselected before the user clicked Issue Benefits or Write to Card.

iii. After Example 2 – In this example, the FP Check Box for Robert Wilson for May was deselected before the user clicked Issue Benefits or Write to Card. The system displays the deselected period expanded and ready to issue.



iv. After Example 3 – In this example, the user selected Expand to See = Food Package in order to see the issuance date and time.

v. After Example 4 – This example is the same as Example 3 but for

Smart Card WIC.



j. Following completion of successful issue with no FP Check Boxes deselected, these changes occur:

i. The PREVIEW BALANCE-TO-ISSUE nodes do not display.ii. ‘(New Issue)’ does not display beside the participant name.iii. ‘ Issued’ is displayed in the node lines that were new issuance.

2. To issue new Smart Card WIC benefits, the user clicks Write to Card and the system performs these actions:

a. The user clicks Read Card.b. The system reads the balances on the EBT card, displays PREVIEW BALANCE-

TO-ISSUE nodes, and enables Write to Card.c. The user clicks Write to Card.d. All further actions are performed by the system:e. Update EBT card with demographics data.f. Write current and future issuance period balances to the EBT card and remove

any issuance period balances earlier than the current period from the EBT card.

g. Begin SQL Transaction. i. Create a Clinic XML Interface File containing the current and future

period issuance data and updated demographic data. Place the file in a SFTP folder available for pickup by the Smart Card WIC Host.

ii. Write one EBTIssuance record, as follows:1. IssueDt = current date and time.2. EBTIssueTypeCd = ‘ISSU’ (issued).3. If the user overrode proration

ProrationOverrideCd = selected Override ReasonElse

ProrationOverrideCd = null.4. ProrationReissueOverrideCd = null.5. SendDt = current date and time.6. SendFileNm = Clinic XML Interface File name.



7. ReadCardContentsXML = null.8. OfflineLoadIn = 0.

iii. Write one EBTIssuedFood record for each issuance period with the aggregation of the food items for the participants with FP Check Box selected, as follows:

1. FirstUseDt = FDTU of the issuance period.2. LastUseDt = LDTU of the issuance period.3. PConID = ProdContain.ID of the issued food item cat-subcat.4. Quantity = Quantity issued.5. If food item in the food package is Direct Ship

DirectShipIn = 1Else

DirectShipIn = 0.iv. Write one EBTUniqueIssuance record for each issuance period, as

follows:1. FirstUseDt = FDTU of the issuance period.2. UniqueIssuanceNR = Next available unique issuance identifier.

v. Write one ParticipantEBTIssuance record for each participant with the FP Check Box selected for each issuance period, as follows:

1. Cln_ID = Clinic.ID of the household’s current clinic.2. SFI_ID = StateFI.ID of the participant’s food package.3. Part_ID = Participant.ID.4. PRx_ID = ParticipantRX.ID of the participant’s food package that

was effective for the issuance period.5. CreateDt = current date and time.6. FirstUseDt = FDTU of the issuance period.7. LastUseDt = LDTU of the issuance period.8. EBTIssueTypeCd = ‘ISSU’ (issued).9. ProrationCD =

a. F = No prorationb. 2 = 2/3 prorationc. 1 = 1/3 proration

vi. Write one ParticipantEBTIssuance record for each participant for each issuance period where the user deselected the FP Check Box, as follows:


was effective for the issuance period.5. CreateDt = current date and time.6. FirstUseDt = FDTU of the issuance period.7. LastUseDt = LDTU of the issuance period.8. EBTIssueTypeCd = ‘REMO’ (removed).9. ProrationCD =

a. F = No proration



b. 2 = 2/3 prorationc. 1 = 1/3 proration

vii. Write one ParticipantEBTIssueFood record for each food that was available for issuance for each issuance period where the user deselected the FP Check Box. Use the Full, 2/3 or 1/3 quantities based on the value of ParticipantEBTIssuance.ProrationCD:

1. FirstUseDt = FDTU of the issuance period.2. LastUseDt = LDTU of the issuance period.3. PConID = ProdContain.ID of the food item cat-subcat that was

removed from issuance.4. Quantity = Quantity issued.5. If food item in the food package is Direct Ship


DirectShipIn = 0.viii. Commit SQL Transaction.

h. Print the current and future period balances on the card reader printer.i. Display the Signature Capture to User pop-up and capture signature data.

3. To issue new Online EPPIC/Online WIC Direct benefits, the user clicks Issue Benefits and the system performs these actions:

a. Begin SQL Transaction. i. Write one EBTIssuance record, as follows:

1. IssueDt = current date and time.2. EBTIssueTypeCd = ‘ISSU’ (issued).3. If the user overrode proration

ProrationOverrideCd = selected Override ReasonElse

ProrationOverrideCd = null.4. ProrationReissueOverrideCd = null.5. SendDt = null.6. SendFileNm = null.7. ReadCardContentsXML = null.8. OfflineLoadIn = 0.

ii. Write one EBTIssuedFood record for each issuance period with the aggregation of the food items for the participants with FP Check Box selected, as follows:

1. FirstUseDt = FDTU of the issuance period.2. LastUseDt = LDTU of the issuance period.3. PConID = ProdContain.ID of the issued food item cat-subcat.4. Quantity = Quantity issued.5. If food item in the food package is Direct Ship


DirectShipIn = 0.iii. Write one EBTUniqueIssuance record for each issuance period, as follows:

1. FirstUseDt = FDTU of the issuance period.



2. UniqueIssuanceNR = Next available unique issuance identifier.iv. Write one ParticipantEBTIssuance record for each participant with the FP Check

Box selected for each issuance period, as follows:1. Cln_ID = Clinic.ID of the household’s current clinic.2. SFI_ID = StateFI.ID of the participant’s food package.3. Part_ID = Participant.ID.4. PRx_ID = ParticipantRX.ID of the participant’s food package that was

effective for the issuance period.5. CreateDt = current date and time.6. FirstUseDt = FDTU of the issuance period.7. LastUseDt = LDTU of the issuance period.8. EBTIssueTypeCd = ‘ISSU’ (issued).9. ProrationCD =


v. Write one ParticipantEBTIssuance record for each participant for each issuance period where the user deselected the FP Check Box, as follows:




vi. Write one ParticipantEBTIssueFood record for each food available for issuance for each issuance period where the user deselected the FP Check Box. Use the Full, 2/3 or 1/3 quantities based on the value of ParticipantEBTIssuance.ProrationCD:






DirectShipIn = 0.vii. For (Online EPPIC) send one Adjust Benefits message for each issuance

period to the EBT Host.viii. For (Online WIC Direct) send one Add Update Benefits message to the

EBT Host.ix. For each message sent, look for a return message:

1. If bad response from EBT Host:a. Write EBTMessageLog and EBTMessageLogResponse with RC

from EBT Host.b. Display error messagec. Rollback SQL Transactiond. Stop processing.

2. If no response from EBT Host:a. Re-send Add Update Benefits message system parameter

number of timesi. If still no response

1. Write EBTMessageLog and EBTMessageLogResponse with Status = Timeout.

2. Display error message.

x. If no messages timed out, update the EBTIssuance record, as follows:1. SendDt = current date and time2. SendFileNm = ‘EPPIC’ (Online EPPIC only)3. SendFileNm = ‘WIC Direct’ (Online WIC Direct only).

xi. Commit SQL Transaction.b. Print the current and future period balances on the Family Food Benefits list.c. Display the Signature Capture to User pop-up and capture signature data.



6.10 Process Flow – ReissuanceReissuance is defined as:

The replacement of previously issued benefits for a participant for an issuance period because of a new food package effective for the issuance period.

The replacement of previously issued benefits that were removed for a participant for an issuance period.

The replacement of previously issued benefits for a participant for an issuance period without a new food package caused by the issuance or reissuance for another member of the Economic Unit.

(NOTE: The screen shots in this process flow display a family with three participants. One participant (D’Shandra Wilson) is being reissued because of a new food package. “(Reissue – New Food Package)” is displayed behind her name. The other two participants do not have new food packages. Their current balances will be placed back on the card with no changes. “(Reload Balance)” is displayed behind their names. Only the issuance grid is displayed since it is the same for Online EPPIC and Online WIC Direct. For Smart Card WIC, the displayed issuance grids are also the same once the user clicks Read Card.

1. ( Online EPPIC / Online WIC Direct) Each time a user navigates to the Food Benefits panel or switches between the Economic Units in the household and any participant in the Economic Unit has available reissuance and the Economic Unit has an Active PAN, the system displays the Food Benefits panel as follows:

(Smart Card WIC) Each time a user navigates to the Food Benefits panel or switches between the Economic Units in the household and participants in the Economic Unit has available reissuance and the Economic Unit has an Active PAN, the system displays the Food Benefits panel as follows. PREVIEW BALANCE-TO-ISSUE nodes are not displayed. Write to Card is disabled.



(Smart Card WIC) After the user clicks Read Card and successfully reads the active PAN, the system re-displays the Food Benefits panel including the PREVIEW BALANCE-TO-ISSUE nodes as follows:

The remaining descriptions in this section apply equally to Smart Card WIC, Online EPPIC WIC, and WIC Direct, unless otherwise noted:



a. The first level node in the tree are issuance periods. The First Date to Use (FDTU) and Last Date to Use (LDTU) are displayed for each issuance period. Available issuance periods are expanded. Issuance periods in the past or without available issuance or reissuance are collapsed.

b. The second level node in the tree are the PREVIEW BALANCE-TO-ISSUE nodes and participant name nodes.

i. Within each available issuance period is an PREVIEW BALANCE-TO-ISSUE node. All PREVIEW BALANCE-TO-ISSUE nodes of the current period is expanded. All future periods are collapsed. A user can click the plus sign to expand any PREVIEW BALANCE-TO-ISSUE node.

ii. The PREVIEW BALANCE-TO-ISSUE node displays a preview of the food items and quantities the system will write to the EBT card or send to the EBT Host. For a reissue, the system starts with the current balances received from the EBT Host (Online EPPIC / Online WIC Direct) or the balance read from the card after the user clicsk Read Card .calculated estimated balances using existing issuance/reissuance, purchase, and Card Balance Correction (CBC) activities (Smart Card WIC). It then adjusts the current balances based on food package changes, returned formula, and any benefits being removed, to derive the food items and quantities displayed in the PREVIEW BALANCE-TO-ISSUE node.

iii. ( Smart Card WIC) The user must A user can obtain the true current balances by clicking the Read Card button before the Write to Card button is available. To use the Read Card button, the user:

1. Inserts the Economic Unit’s active Pan in the card reader.2. Clicks Read Card.3. The system reads the current and future balances from the PAN

and replaces the estimated balances previously calculated.4. The system calculates the food items and quantities to be

issued readjusts the current balances based on food package changes, returned formula, and any benefits being removed, and redisplays the PREVIEW BALANCE-TO-ISSUE nodes with the results food items and quantities in the PREVIEW BALANCE-TO-ISSUE nodes.

iv. The PREVIEW BALANCE-TO-ISSUE node name is a link. Clicking the link displays the Economic Unit Balance-to-Issue pop-up.

v. Each participant with available reissuance because of a new food package has “(Reissue – New Food Package)” displayed behind their name.

vi. Each participant with previously issued or reissued benefits that does not have a new food package has “(Reload Balance)” displayed behind their name.

vii. Each participant with available new issuance has “(New Issue)” displayed behind their name.

viii. Each participant where the most recent previous activity removed reissued or reloaded benefits has “(Removed)” displayed behind their name.

ix. Participant name is a link. Clicking the link displays the Participant Detail pop-up.

c. The third node in the tree lists the food packages for a participant.



i. The food package name is displayed for each participant preceded by a “+” sign. Clicking the “+” sign expands the food package node to display the food items and quantities for the participant. If 2/3 or 1/3 proration is displayed, the food items and quantities will reflect the 2/3 or 1/3 values of the food package.

ii. The system displays a check box beside the food package names for each participant. This check box is called the FP Check Box. The system selects the FP Check Box for each food package that it will issue, reissue, or reload.

iii. The FP Check Box for a participant with “(Removed)” beside their name is never selected.

iv. The proration value (Full, 2/3, or 1/3) and “Authorized” are displayed beside the food package name.

d. A user may deselect the FP Check Box for one or more participants for one or

more issuance periods. The system will remove those participant’s food items for those issuance periods when writing to the EBT card or the EBT Host.

e. Each time a user deselects an FP Check Box or selects one that has been de-selected, the system recalculates the PREVIEW BALANCE-TO-ISSUE balances for the selected issuance period. If the PREVIEW BALANCE-TO-ISSUE is expanded, the new calculated balances are displayed.

f. If a user deselects every FP Check Box for every participant for any issuance period, the system displays a warning message in the Food Benefits Alerts tab at the bottom of the panel.for every issuance period, display an error message if the user clicks the Write to Card button (Smart Card WIC) or the Issue Benefits button (Online EPPIC/Online WIC Direct), and stop processing.

g. A state that allows proration (system parameter FI.ProrateAllowed = Yes) can chose to let reissuance occur at the proration rate of the original issuance (system parameter Food.ReissueProration = ‘ORIGINAL’) or at the proration rate based on the current date (system parameter Food.ReissueProration = ‘CURRENT’). For example, if the original issuance was 2/3 prorated and the current date is the 25th of the month:

i. If Food.ReissueProration = ‘ORIGINAL’, the reissue is based on 2/3 proration.

ii. If Food.ReissueProration = ‘CURRENT’, the reissue is based on 1/3 proration.



iii. A user in a state with Food.ReissueProration = ‘CURRENT’ can override reissuance proration if they have been assigned a special security task (FD ReIssuance Current Proration Override). This allows the user to override the reissuance proration back to the proration value of the original issuance. For example, if the original issuance was 2/3 prorated and the current date is the 25th of the month, the reissue would be for 1/3. If the user overrides, the reissue would revert to the original issuance proration rate, which in this example is 2/3.

iv. If 2/3 or 1/3 reissuance proration is displayed and the original issuance is a lesser proration and the use has security to override reissuance proration, the user may override reissuance proration in this manner:

1. The user selects the Reissuance - Override radio button.2. Reissuance - Original Reason becomes a required field.3. The user selects a value from Reissuance - Original Reason.4. The system repaints the Food Benefits panel with all available

issuance based on the original issuance proration rate and recalculates and redisplays the PREVIEW BALANCE-TO-ISSUE nodes.

5. The first screenshot below shows a full original issuance that is about to be reissued on the 26th of the month as a 1/3 prorated food package. The second screenshot displays the screen after the user has overridden the reissue proration back to the original proration value.



h. If 2/3 or 1/3 proration is displayed for new issuance and the state allows

proration to be overridden (system parameter FI.ProrateOverride = Yes), the user may override proration in this manner:

i. The user selects the New Issuance – Override radio button.ii. New Issuance – Override Reason becomes a required field.iii. The user selects a value from New Issuance – Override Reason.iv. The system repaints the Food Benefits panel with all available new

issuance as Full and recalculates and redisplays the PREVIEW BALANCE-TO-ISSUE nodes.

i. It is possible for new issuance proration and reissuance proration to occur to different participants in the current period at the same time. The two override functions are completely separate. That is, overriding new issuance proration has no effect on the reissuance proration and overriding reissuance proration has no effect on the new issuance proration.

j. Proration does not apply to a participant in the current issuance period if “(Reload Balance)” is displayed beside their name.

k. These are before and after screen examples for Reissuance and Reloads.



i. Before – The family received issuance for March, April, and May 2018. Now the infant is being reissued a new formula.

ii. After Example 1 – In this example, no FP Check Boxes were deselected

before the user clicked Issue Benefits or Write to Card.

iii. After Example 2 – In this example, the FP Check Box for Robert Wilson for May was deselected before the user clicked Issue Benefits or Write to Card. The system displays the deselected period expanded and ready to reissue and identifies that the previous reissue or reload activity was removed.



iv. After Example 3 – In this example, the user selected Expand to See = Food Package in order to see the issuance date and time.

v. After Example 4 – This example is the same as Example 3 but for

Smart Card WIC.



l. Following completion of successful reissue with no FP Check Boxes deselected, these changes occur:

i. The PREVIEW BALANCE-TO-ISSUE nodes do not display.ii. ‘ (Reload Balance)’ and ‘(Reissue – New Food Package)’ do not display

beside the participant name.iii. ‘Reloaded’ is displayed in the activity lines that were simple reloads

and did not involve a food package change.iv. ‘Reissued’ is displayed in the activity lines that involved a change of

food package. 2. To reissue new Smart Card WIC benefits, the user clicks Write to Card and the

system performs these actions: a. The user clicks Read Card.b. The system reads the balances on the EBT card and calculates reissuance

quantities as follows:c. If the user has not clicked Read Card since navigating to the Food Benefits

panel or switching Economic Units, read the balances on the EBT card.i. Calculate reissuance quantities for the current period, as follows:

1. Adjust the share of remaining balances belonging to participants with (Reissue – New Food Package) based on their new food packages with adjustments for returned formula and purchases.

2. Include the share of remaining balances belonging to participants with (Reload Balance), adjusting for purchases.

3. Add balances belonging to participants with (New Issue), using the prorated balances if appropriate.

4. Subtract balances for participants where the user deselected the FP Check Box, adjusting for purchases.

ii. Calculate reissuance quantities for each future period, as follows:1. Accumulate total food items and quantities for the food

packages effective for the period for each participant with the FP Check Box selected.



d. The system displays PREVIEW BALANCE-TO-ISSUE nodes and enables Write to Card.

e. The user clicks Write to Card.f. All further actions are performed by the system:g. Update EBT card with demographics data.h. Write current and future issuance period balances to the EBT card and remove

any issuance period balances earlier than the current period from the EBT card.

i. Begin SQL Transaction. i. Create a Clinic XML Interface File containing the current and future

period issuance data, including food items and quantities removed by the reissuance, and updated demographic data. Place the file in a SFTP folder available for pickup by the Smart Card WIC Host.

ii. Write one EBTIssuance record for the periods that include at least one participant with (Reissue – New Food Package) or (Reload Balance), as follows:

1. IssueDt = current date and time.2. If at least one participant has (Reissue – New Food Package)

a. EBTIssueTypeCd = ‘REIS’ (reissued)3. Else

a. EBTIssueTypeCd = ‘RELO’ (reloaded).4. If new issuance also occurred in the current period and the user

overrode the new issuance proration:a. ProrationOverrideCd = selected New Issuance –

Override Reason5. Else

a. ProrationOverrideCd = null.6. If the user overrode reissuance proration for the current period:

a. ProrationReissueOverrideCd = selected Reissuance - Original Reason

7. Elsea. ProrationReissueOverrideCd = null.

8. SendDt = current date and time.9. SendFileNm = Clinic XML Interface File name.10. ReadCardContentsXML = Convert the balances read from the

card into XML format.11. OfflineLoadIn = 0.12. Write one EBTIssuedFood record for each issuance period that

includes at least one participant with (Reissue – New Food Package) or (Reload Balance) and the FP Check Box is selected. Each EBTIssuedFood record contains the aggregation of the issued, reissued, and reloaded foods for the distinct food items for the issuance period.

a. FirstUseDt = FDTU of the issuance period.b. LastUseDt = LDTU of the issuance period.c. PConID = ProdContain.ID of the issued food item cat-

subcat.d. Quantity = Quantity issued.



e. If food item in the food package is Direct Shipi. DirectShipIn = 1

f. Elsei. DirectShipIn = 0.

13. Write one EBTUniqueIssuance record for each issuance period, as follows:

a. FirstUseDt = FDTU of the issuance period.b. UniqueIssuanceNR = Next available unique issuance

identifier.14. Write one EBTAdjustmentTransaction, as follows:

a. TransactionDt = current date and time. b. TransTypeCd = ‘CRDB’.c. SendDt = current date and time.d. SendFileNm = Clinic XML Interface File name.e. UniqueNr = EBTUniqueIssuance.UniqueIssuanceNr from

the current issuance period being adjusted that belongs to the most recent EBTIssuance record for the Economic Unit.

f. ReadCardContentsXML = Convert the balances read from the card into XML format.

g. ManAdjReasonCd = null.h. ManAdjReason = null.i. InitiatingUserID = null.j. WorkstationID = null.

15. Write one EBTAdjustmentFood record for each food item in the current balance that is not found in the combined food packages for the participants in the Economic Unit and write one EBTAdjustmentFood record for each food item in the combined food packages for the participants in the Economic Unit that was not in the current balance, as follows:

a. PConID = ProdContain.ID of the food that was removed or added to the current period.

b. Quantity = Quantity removed or added. Quantity is negative for food items removed.

c. FirstUseDt = FDTU of the current issuance period.d. LastUseDt = LDTU of the current issuance period.

iii. Write one EBTIssuance record if any periods exist that do not include any participants with (Reissue – New Food Package) but do include at least one participant with (New Issue) or (Reload Balance) and the FP Check Box is selected, as follows:

1. IssueDt = current date and time.2. If any participant has (New Issue) and the issuance check box is

selected a. EBTIssueTypeCd = ‘ISSU’ (issued)

3. Elsea. EBTIssueTypeCd = ‘RELO’ (reloaded).

4. ProrationOverrideCd = null.



5. ProrationReissueOverrideCd = null.6. SendDt = current date and time.7. SendFileNm = Clinic XML Interface File name.8. If any participant has (Reload Balance) and the FP Check Box is

selected a. ReadCardContentsXML = balances read from the card in

XML format9. Else

a. ReadCardContentsXML = null.10. OfflineLoadIn = 0.11. Write one EBTIssuedFood record for each issuance period for each

distinct food item. Each EBTIssuedFood record contains the aggregation of the issued and reloaded foods for the distinct food item for the issuance period.

a. FirstUseDt = FDTU of the issuance period.b. LastUseDt = LDTU of the issuance period.c. PConID = ProdContain.ID of the issued food item cat-subcat.d. Quantity = Quantity issued.e. If food item in the food package is Direct Ship

i. DirectShipIn = 1f. Else

i. DirectShipIn = 0.12. Write one EBTUniqueIssuance record for each issuance period, as

follows:a. FirstUseDt = FDTU of the issuance period.b. UniqueIssuanceNR = Next available unique issuance identifier.



iv. Write one ParticipantEBTIssuance record for each participant with issued, reissued, or reloaded benefits for each issuance period, as follows:


was effective for the issuance period.5. CreateDt = current date and time.6. FirstUseDt = FDTU of the issuance period.7. LastUseDt = LDTU of the issuance period.8. If participant has (Reissue – New Food Package) for the period

EBTIssueTypeCd = ‘REIS’ (reissued)ElseIf participant has (New Issue) for the period

EBTIssueTypeCd = ‘ISSU’ (issued)ElseIf participant has (Reload Balance) for the period

EBTIssueTypeCd = ‘RELO’ (reloaded).9. ProrationCD =


v. Write one ParticipantEBTIssuance record for each participant for each issuance period where the user deselected the FP Check Box, as follows:




vi. Write one ParticipantEBTIssueFood record for each food available for issuance for each issuance period where the user deselected the FP Check Box. Use the Full, 2/3 or 1/3 quantities based on the value of ParticipantEBTIssuance.ProrationCD:






DirectShipIn = 0.vii. Commit SQL Transaction.

j. Print the current and future period balances on the card reader printer.k. Display the Signature Capture to User pop-up and capture signature data.

3. To reissue new Online EPPIC/Online WIC Direct benefits, the user clicks Issue Benefits and the system performs these actions:

a. Begin SQL Transaction. i. Write one EBTIssuance record for the periods that include at least one

participant with (Reissue – New Food Package) or (Reload Balance) and the FP Check Box is selected, as follows:

1. IssueDt = current date and time.



2. If at least one participant has (Reissue – New Food Package)a. EBTIssueTypeCd = ‘REIS’ (reissued)


4. If new issuance also occurred in the current period and the user overrode the new issuance proration:

a. ProrationOverrideCd = selected New Issuance – Override Reason

5. Elsea. ProrationOverrideCd = null.

6. If the user overrode reissuance proration for the current period:a. ProrationReissueOverrideCd = selected Reissuance -

Original Reason7. Else

a. ProrationReissueOverrideCd = null.8. SendDt = current date and time.9. SendFileNm = Clinic XML Interface File name.10. ReadCardContentsXML = GetBenefitBalance results in XML

format.11. OfflineLoadIn = 0.12. Write one EBTIssuedFood record for each issuance period that

includes at least one participant with (Reissue – New Food Package) or (Reload Balance) or (New Issue) and the FP Check Box is selected. Each EBTIssuedFood record contains the aggregation of the issued, reissued, and reloaded foods for the distinct food items for the issuance period.

13. Write one EBTIssuedFood record for each issuance period that includes at least one participant with (Reissue – New Food Package) or (Reload Balance) with FP Check Box selected for each distinct food item. Each EBTIssuedFood record contains the aggregation of the issued, reissued, and reloaded foods for the distinct food items for the issuance period.

a. FirstUseDt = FDTU of the issuance period.b. LastUseDt = LDTU of the issuance period.c. PConID = ProdContain.ID of the issued food item cat-

subcat.d. Quantity = Quantity issued.e. If food item in the food package is Direct Ship


i. DirectShipIn = 0.14. Write one EBTUniqueIssuance record for each issuance period,

as follows:a. FirstUseDt = FDTU of the issuance period.b. UniqueIssuanceNR = Next available unique issuance

identifier.15. Write one EBTAdjustmentTransaction, as follows:



a. TransactionDt = current date and time. b. TransTypeCd = ‘CRDB’.c. SendDt = current date and time.d. SendFileNm = Clinic XML Interface File name.e. UniqueNr = EBTUniqueIssuance.UniqueIssuanceNr from

the current issuance period being adjusted that belongs to the most recent EBTIssuance record for the Economic Unit.

f. ReadCardContentsXML = GetBenefitBalance results in XML format.

g. ManAdjReasonCd = null.h. ManAdjReason = null.i. InitiatingUserID = null.j. WorkstationID = null.

16. Write one EBTAdjustmentFood record for each food item in the current balance that is not found in the combined food packages for the participants in the Economic Unit and write one EBTAdjustmentFood record for each food item in the combined food packages for the participants in the Economic Unit that was not in the current balance, as follows:

a. PConID = ProdContain.ID of the food that was removed or added to the current period.

b. Quantity = Quantity removed or added. Quantity is negative for food items removed.

c. FirstUseDt = FDTU of the current issuance period.d. LastUseDt = LDTU of the current issuance period.

ii. Write one EBTIssuance record if any periods exist that do not include any participants with (Reissue – New Food Package) but do include at least one participant with (New Issue) or (Reload Balance) and the FP Check Box is selected, as follows:

1. IssueDt = current date and time.2. If any participant has (New Issue) and the issuance check box is

selected a. EBTIssueTypeCd = ‘ISSU’ (issued)


4. ProrationOverrideCd = null.5. ProrationReissueOverrideCd = null.6. SendDt = current date and time.7. SendFileNm = Clinic XML Interface File name.8. If any participant has (Reload Balance) and the FP Check Box is

selected a. ReadCardContentsXML = GetBenefitBalance results in

XML format9. Else

a. ReadCardContentsXML = null.10. OfflineLoadIn = 0.



11. Write one EBTIssuedFood record for each issuance period for each distinct food item. Each EBTIssuedFood record contains the aggregation of the issued and reloaded foods for the distinct food item for the issuance period.

a. FirstUseDt = FDTU of the issuance period.b. LastUseDt = LDTU of the issuance period.c. PConID = ProdContain.ID of the issued food item cat-subcat.d. Quantity = Quantity issued.e. If food item in the food package is Direct Ship


i. DirectShipIn = 0.12. Write one EBTUniqueIssuance record for each issuance period, as

follows:a. FirstUseDt = FDTU of the issuance period.b. UniqueIssuanceNR = Next available unique issuance identifier.

iii. Write one ParticipantEBTIssuance record for each participant with issued, reissued, or reloaded benefits for each issuance period, as follows:


was effective for the issuance period.5. CreateDt = current date and time.6. FirstUseDt = FDTU of the issuance period.7. LastUseDt = LDTU of the issuance period.8. If participant has (Reissue – New Food Package) for the period

EBTIssueTypeCd = ‘REIS’ (reissued)ElseIf participant has (New Issue) for the period

EBTIssueTypeCd = ‘ISSU’ (issued)ElseIf participant has (Reload Balance) for the period

EBTIssueTypeCd = ‘RELO’ (reloaded).9. ProrationCD =


iv. Write one ParticipantEBTIssuance record for each participant for each issuance period where the user deselected the FP Check Box, as follows:






v. Write one ParticipantEBTIssueFood record for each food available for issuance for each issuance period where the user deselected the FP Check Box. Use the Full, 2/3 or 1/3 quantities based on the value of ParticipantEBTIssuance.ProrationCD:




DirectShipIn = 0.vi. For (Online EPPIC) send one Adjust Benefits message for each issuance

period to the EBT Host.vii. For (Online WIC Direct) send one Add Update Benefits message to the

EBT Host.viii. For each message sent, look for a return message:

1. If bad response from EBT Host:a. Write EBTMessageLog and EBTMessageLogResponse with RC

from EBT Host.b. Display error messagec. Rollback SQL Transactiond. Stop processing.

2. If no response from EBT Host:a. Re-send Add Update Benefits message system parameter

number of timesi. If no response

1. Write EBTMessageLog and EBTMessageLogResponse with Status = Timeout.



2. Display error message.

ix. If no messages timed out, update the EBTIssuance record, as follows:1. SendDt = current date and time.2. SendFileNm = ‘EPPIC’ (Online EPPIC only).3. SendFileNm = ‘WIC Direct’ (Online WIC Direct only)

x. Commit SQL Transaction.b. Print the current and future period balances on the Family Food Benefits list.c. Display the Signature Capture to User pop-up and capture signature data.



6.11 Process Flow – Removing BenefitsThe user may remove benefits available for issuance, reissuance, or reloading by deselecting the FP Check Box for the participants and periods they wish to remove. Multiple FP Check Boxes may be deselected.

When a user deselects the FP Check Box belonging to a participant with benefits available for issue, reissue, or reload, the system displays ‘(Removing Benefits)’ beside the participant name and ‘(XXXXX, Removing Benefits)’ beside the food package name of the issuance period being removed, where XXXXX = Full, 2/3, or 1/3, representing the proration that would have occurred.

In this Before Example, the user is reissuing a new formula to the infant. At the same time they are removing benefits for Mary for January. In this screen shot, the user has deselected FP Check Box for Mary for January. The system has recalculated the PREVIEW BALANCE-TO-ISSUE values.

Following the completion of the Write to Card (Smart Card WIC) or Issue Benefits (Online EPPIC/Online WIC Direct) processes, “(Removed)” is displayed beside each participant’s name for each period with benefits removed and ‘(XXXXX, Removed) MM/DD/YYYY HH:MM:SS AM/PB’ is displayed beside the food package name of the removal activity. The system redisplays the periods with removed benefits expanded and ready for reissuance again.



The system displays the foods that belonged to the participant that were removed when the user expands the food package node of a removed benefit. After benefits have been removed, the FP Check Box is disabled and cannot be selected during subsequent issuance or reissuance. The only way to replace removed benefits is to create a new food package and do a reissue. The new food package may be the same as the removed food package.



Food Benefits Screen (Smart Card EBT OnlySmart Card WIC Only)Issuance View (The first example shows issuance ready to be written to the card (current date was 7/8/2013). The second example shows the screen after the issuance was written to the card using the Write to Card button. The third example shows the screen after issuance was written to the card and the tree was expanded by selecting Food Package from the Expand to See list. The fourth example shows the screen after the issuance was written to the Smart Card EBT tables using the Write Remote button.) > Foods > Food Benefits<Family Header (See CS Overview)>



Reissuance View (The first example shows reissuance ready to be written to the card (current date is 7/8/2013). The infant’s new food package with an effective date between 7/1/2013 and 7/31/2013 has triggered the reissuance function. The second example shows the screen after the reissuance was written to the card using the Write to Card button. The third example shows the screen after issuance was written to the card and the tree was expanded by selecting Food Package from the Expand to See list. The fourth example shows the screen after the reissuance was written to the Smart Card EBT tables using the Write Remote button.)



> Foods > Food Benefits




Recalculate View (The first example shows the screen after the Recalculate button has been clicked and all potential reissuance has been displayed. The current date is 7/8/2013. The user is attempting to remove Betty Ann Green’s foods from a future month (August) and has cleared the check box for Betty Ann Green’s August and April reissuance. Her food items will be deducted from the EBT card for August if the user clicks the Write to Card or Write Remote button.)> Foods > Food Benefits




Recalculate View (This second example shows the screen after the Write to Card button was clicked during the remove food process. Betty Ann Green does not have a reissue transaction for August because her food items were removed from the card for that issuance month.)> Foods > Food Benefits




Recalculate View (This third example shows the screen after the Write Remote button was clicked during the remove food process instead of the Write to Card.)> Foods > Food Benefits




6.12 Food Benefits Screen – Transfer Benefits (Smart Card WIC)

Transfer Benefits View (The first example shows future issuance benefits ready for transfer for August and September. The July benefits (the current month benefits in this example) will not be available for transfer until the hot card wait period is up. The second example shows the screen after the Transfer Benefits button was clicked and the available benefits have been transferred to the card.)> Foods > Food Benefits




6.13[8.8] Food Benefits Screen (Smart Card WIC)In this example, the user has clicked Read Card and successfully read the Economic Unit’s pan. The system displayed PREVIEW BALANCE-TO-ISSUE nodes and use user has expanded the current period node. Write to Card is enabled and ready for use.> Foods > Food Benefits




6.14 Food Benefits Screen (Online XeroxConduentConduentConduent EBTEPPIC / Online CDP EBTOnline WIC Direct)

> Foods > Food Benefits




Note: See Appendix A: EBT Foods Screens Comparison in the CS 6a Common Food Screens and Appendices DFDDdocument for a matrix showing the purpose, the level of data, the length of data span, the ability to update, what data is managed, and the dates covered on this and other EBT Foods screens.

[8.9] Food Benefits Screen – (Components and BRs)Control Description

Write to Card (Smart Card EBT OnlySmart Card WIC Only)

The Write to Card command button loads benefits onto the EBT card. The benefits that are loaded are based on the checked contents of the Benefits tree structure. The Write to Card command button is used for issuance as well as reissuance purposes.When the Write to Card button is clicked, a Family Save occurs prior to the writing to the card.Type Command ButtonHot Key Alt + W

Issue Benefits(Online XeroxConduentConduentConduent EBTEPPIC / Online CDP EBTOnline WIC Direct)

The Issue Benefits command button sends benefit issuance data to the EBT Host via an online message. The Issue Benefits command button is used for issuance as well as reissuance purposes.When the Issue Benefits command button is clicked, a Family Save occurs prior to sending the message to the EBT Host.Type Command ButtonHot Key Alt + I

Transfer Benefits (Smart Card EBT OnlySmart Card WIC Only)

The Transfer Benefits command button transfer benefits that are available (Current and/or future issuance periods) that were on the hot card that was replaced.

Type Command ButtonHot Key Alt + B



Control DescriptionRecalculateAdjust Benefits(Smart Card EBTSmart Card WIC / Online XeroxConduentConduentConduent EBTEPPIC / Online CDP EBTOnline WIC Direct)

The RecalculateAdjust Benefits command button is used in conjunction with the Write to Card and Issue Benefits buttons. The RecalculateAdjust Benefits button re-displays the Food Benefits panel with current month and future month issuance periods that are available to be reissued. Unlike a normal reissuance, however, none of the participants have new food packages, which is the trigger for the normal reissue process. When the reissue data is displayed, each issuance period for each participant with a potential reissuance is checked in the Benefit tree structure. The user can then clear the FP Ccheck Bbox of any issuance period for any participant they wish to have removed from the EBT card.After the user has identified the issuance periods and participants they wish to remove from the card, they click the Write to Card or Issue Benefits button to complete the reissue process. Clicking the Write to Card button writes the reissuance data directly to the card. Clicking the Issue Benefits button sends the reissuance data to the EBT Host. The food item quantities for each issuance period for each participant whose check box was cleared is removed from the EBT card (Smart Card EBT OnlySmart Card WIC Only) or removed from the EBA at the EBT Host (Online XeroxConduentConduentConduent EBTEPPIC / Online CDP EBTOnline WIC Direct).Note: One special use of the Recalculate function is to correct the food items on an EBT card (Smart Card EBT Only) or the EBA (Online XeroxConduentConduentConduent EBT / Online CDP EBT) if a participant has been removed from the Economic Unit (for instance, when a child is removed from the family and placed in foster care in another family). When the user clicks Recalculate, any participant that was removed from the family since the original issuance is not displayed as a potential reissue. It is quite likely that the user may not wish to remove any food items for any of the other participants remaining in the family. In that case, the user would not clear any of the reissue check boxes before clicking Write to Card or Issue Benefits. The food item quantities belonging to the participant removed from the family are removed from the EBT card during the card update (Smart Card EBT Only) or the EBA (Online XeroxConduentConduentConduent EBT / Online CDP EBT).Type Command ButtonHot Key Alt + R

Read Card(Smart Card WIC Only)

Clicking the Read Card command button reads the active EBT card to obtain the actual current and future balances. If the card is successfully read, the system calculates and displays the balances that will be issued or reissued in the PREVIEW BALANCE-TO-ISSUE nodes.Type Command ButtonHot Key Alt + C



Control DescriptionWrite Remote(Smart Card EBT OnlySmart Card WIC Only)

The Write Remote command button loads benefits to a table rather than directly onto the EBT card. The contents of the table are periodically transmitted to the EBT Host system which then makes it available for remote loading to the card at a vendor or kiosk site. Like Write to Card, the benefits that are loaded are based on the checked contents of the Benefits tree structure. The Write Remote command button can be used for issuance as well as reissuance purposes.The Write Remote button is controlled by a separate security task. Only users with the correct security are allowed to use the Write Remote button.When the Write Remote button is clicked, a Family Save occurs prior to the writing to the table.Type Command ButtonHot Key Alt + O

Screen View – Top Level View – Issuance

Selecting the Issuance radio button causes the main panel view of the Food Benefits screen to be Issuance based. Issuance is at the top level of the tree structure. The levels within the tree structure include: issuance period, participant name, food package, and food items.

Type Radio ButtonRequired NoDB Column Not Stored

Screen View – Top Level View – Participant

Selecting the Participant radio button causes the main panel view of the Food Benefits screen to be Participant based. The levels within the tree structure include: participant name, issuance period, food package, and food items.Type Radio ButtonRequired NoDB Column Not Stored

Screen View – Expand to See

This list box provides the ability to expand or collapse the main panel view to see various levels of data. The user may select a different view.Type List BoxRequired NoDB Column Not StoredCode ID This code element is non-editable.

The installed values are: Issuance Participant Food Package Food Item



Control DescriptionMail – Mailed(Smart Card EBT OnlySmart Card WIC Only)

The Mailed checkbox is used to indicate that the cards will be mailed to the economic unit rather than given out at the clinic.The Mailed check box is checked by default when any family member is identified as pre-certified. The user may remove the default checkmark.Type Check BoxDB Column EBTCard.EBTMailedReasonCd

Mail – Reason(Smart Card EBT OnlySmart Card WIC Only)

This represents the reason that the benefits were mailed rather than given physically to the participants.

Type List BoxRequired Yes, when the Mailed check box is checked.DB Column EBTCard.EBTMailedReasonCdCode ID Mail Reason

New Issuance - Prorated

This field is automatically selected by the system if the system is set to use proration for new issuance. This information is only relevant for current benefit period. If selected, the information in the main panel is re-presented to the user to show the proration amount of foods allowed for the current benefit period.Type Radio ButtonDisplay Only No Calculated YesDB Column NA

New Issuance - Override

Selecting the New Issuance - Override radio button overrides the calculation of proration for new issuance. The override must be done prior to clicking on the Write to Card button.If selected, the information in the main panel is re-presented to the user to show the proration amount of foods allowed for the current benefit period.Type Radio ButtonDisplay Only No Calculated NoDB Column EBTIssuance.ProrationOverrideCd

New Issuance - Override Reason

A New Issuance - Override Reason must be given when New Issuance – Override is selected.Type List BoxRequired Yes, when Override Proration is checked.DB Column EBTIssuance.ProrationOverrideCdCode ID Proration Override



Control DescriptionReissuance - Current This field is automatically selected by the system if the system is

set to use Current based reissuance. Food packages that are being reissued are verified using proration based on current date within the current benefit period. If selected, the information in the main panel is re-presented to the user to show the proration level for reissued food packages for the current benefit period.Type Radio ButtonDB Column Not Stored

Reissuance – Original Selecting the Reissuance – Original radio button overrides the calculation of proration for any reissued food. Food packages that are being reissued are verified using proration based on original level of issuance for the current benefit period. The override must be done prior to clicking on the Write to Card button.If selected, the information in the main panel is re-presented to the user to show the proration level for food packages for the current benefit period.Type Radio ButtonDB Column Not Stored

Reissuance – Original Reason

A Reissuance – Original Reason must be given for overriding when ReIssuance - Original is selected.Type List BoxRequired Yes, when Reissuance - Original is checked.DB Column EBTIssuance.ProrationReissueOverrideCdCode ID Reissue Proration Override

Economic Unit This contains the name(s) of the economic units in the family. Display the concatenation of economic unit name + “ – “ + economic unit number. If the Economic Unit has been end dated, append ‘(Inactive)’ to the information shown in the dropdown.Type List Box (Sort Economic Units alphabetically)Required YesDB Column IncomeFamily.Description

IncomeFamily.EconomicUnitNrBenefitFamily.FFFamilyID

Code ID IncomeFamily table lookupActive PAN If the economic unit has an active PAN, it is displayed here.

(Smart Card EBT OnlySmart Card WIC Only) If the economic unit has no active PAN but the last Hot Card PAN has a hot card effective date greater than the current date, display the PAN here and treat it as if it were an active PAN.



Control DescriptionType Text BoxRequired NALength NAValidation Mask of 99999999-99999999Display Only Yes Calculated NoDB Column EBTCard.ActiveCard_ID

Hot Card PAN(Smart Card EBT OnlySmart Card WIC Only)

Deactivated PAN(Online XeroxConduentConduentConduent EBTEPPIC / Online CDP EBTOnline WIC Direct)

(Smart Card EBT OnlySmart Card WIC Only) If the economic unit has a hot card PAN and the hot card effective date is less than or equal to the current date, it is displayed here.

(Online XeroxConduentConduentConduent EBTEPPIC / Online CDP EBTOnline WIC Direct) If the economic unit has a deactivated PAN, it is displayed here.

Type Text BoxRequired NALength NAValidation Mask of 99999999-99999999Display Only Yes Calculated NoDB Column EBTCard.HotCard_ID

<issuance period> This contains the issuance period ordered from most recent to oldest. The Issuance Periods illustrate to the user the First Date to Use (FDTU) and the Last Date To Use (LDTU) for the food benefits. FDTU is the first date that foods can be used to purchase food benefits. LDTU is the last date that foods can be used to purchase food benefits. Type Tree viewLevel 1st

Format Mm/dd/yyyy (FDTU date) – mm/dd/yyyy (LDTU date)

If benefits are available for transfer, append “(Transfer)”.

DB Column EBTIssuedFood.FirstUseDt – EBTIssuedFood.LastUseDt



Control Description<participant name> This contains the participants within the economic unit.

Type Tree viewLevel 2ndFormat First Name, Middle Name, Last Name. Last

Name SuffixLink to Participant Detail

‘(New Issue)’ – displayed if new issuance is available.‘(Reissue – New Food Package)’ – displayed if reissuance is available because of a new food package.‘(Reload Balance)’ – displayed if reissuance is available but there is no new food package.‘(Removed)’ – displayed if the most recent issue or reissue or reload removed the participant’s benefits.

DB Column FamilyMember.FirstName +FamilyMember.MiddleName +FamilyMember.LastName +FamilyMember.LastNameSuffix

PREVIEW BALANCE-TO-ISSUE

The PREVIEW BALANCE-TO-ISSUE node displays a preview of the foods and quantities belonging to the participants in the Economic Unit that the system calculates are available for issuance or reissuance. The PREVIEW BALANCE-TO-ISSUE node for the current issuance period is displayed expanded when the Food Benefits panel is displayed or the user switches from one Economic Unit to another. The PREVIEW BALANCE-TO-ISSUE node is a link. When the link is selected, the system displays the Economic Unit Balance-to-Issue pop-up. Type Tree viewLevel 2ndFormat LinkDisplay Only Yes Calculated Yes

PREVIEW BALANCE-TO-ISSUE data grid

This grid shows the food items available for issuance or reissuance. It is the aggregation of the food items available for issue or reissue for each participant in the Economic Unit for each issuance period. It accounts for purchases, ABC/CBC actions, and food package changes. Participants have available issuance or reissuance if their FP Check Box is selected. The food items and quantities shown here are the actual food items and quantities that the system will write to the card or send to the EBT Host. The Audit Trail will show the same items and quantities after the issuance is completed.Type Read Only Data Grid



Control DescriptionPREVIEW BALANCE-TO-ISSUE data grid – <category-subcategory>

The category, subcategory and description of the food available for issue or reissue.

Type Text BoxRequired NALength NAValidation Mask of 99 999 xxxxx where 99 999 is the

category and subcategory numbers and “xxxxx” is the subcategory name.

Display Only Yes Calculated YesPREVIEW BALANCE-TO-ISSUE data grid – <units>

The units of the subcategory item that could be issued or reissued. This is the same quantity that is displayed on the Economic Unit Balance-to-Issue pop-up in the Quantity to be Issued column.Type Text BoxRequired NALength NAValidation Display masks are based on the Decimal Code

value from the ProdContainer table for the food item.Decimal Code Valid maskWHOL 9HUND 9.99HALF 9.0, 9.5QRTR 9.00, 9.25, 9.50, 9.75TENS 9.9

Display Only Yes Calculated YesPREVIEW BALANCE-TO-ISSUE data grid – <units of measure>

The UOM of the subcategory available for issue or reissue. This is the benefit unit description according to the TIG.

Type Text BoxRequired NALength NAValidation NADisplay Only Yes Calculated NoDB Column ProdContainer.ContainerSizeCd



Control Description<food package name>

This contains the food package name for the participant.For issuances that have occurred, the grid is the issued food items (based on the food package at the time of writing to the card).For issuances that are in process, the grid is potential food items (based on the food packages available at the time).

The checkbox beside the food package name is referred to as the FP Check Box. When the FP Check Box is enabled, selecting or deselecting it controls whether a food package is issued or removed.the checkbox allows the selection or de-selection to control the issuance of the food package.Type Checkbox in the Tree viewLevel 3rd

Format For available issuance:<food package name> (xxxxxx, Authorized)

For available reissuance with a new Rx:<food package name> (New) (xxxxxx, Authorized)

For available reissuance without a new Rx:<food package name> (xxxxxx, Authorized)

For issuance that has already occurred:<food package name> (xxxxxx, Issued) MM/DD/YYYY HH:MM:SS AM

For reissuance that has already occurred because of a new food package:<food package name> (xxxxxx, Reissued) MM/DD/YYYY HH:MM:SS AM

For reissuance that has already occurred with no new food package:<food package name> (xxxxxx, Reloaded) MM/DD/YYYY HH:MM:SS AM

For issuance or reissuance that was removed:<food package name> (xxxxxx, Removed) MM/DD/YYYY HH:MM:SS AM

If ProrateAllowed = Yes, xxxxxx = Full, 2/3, or 1/3.If ProrateAllowed = No, xxxxxx is not displayed.



Control DescriptionDB Column ParticipantEBTIssuance.SFI_ID or

ParticipantRx.SRX_ID<food package name> data grid

This grid shows the food items of the food package. This is the basis for food issuance. The Audit Trail screen shows the actual food items written to the card during an issuance or reissuance process. This actually is an aggregate of the process.Type Read Only Data Grid

<category-subcategory>

The category, subcategory and description of the issued food.



Display Only Yes Calculated NoDB Column ParticipantEBTIssuance.SFI_ID

<units> The units of the subcategory issued or reissued.Type Text BoxRequired NALength NAValidation Display masks are based on the Decimal Code

value from the ProdContainer table for the food item.Decimal Code Valid maskWHOL 9HUND 9.99HALF 9.0, 9.5QRTR 9.00, 9.25, 9.50, 9.75TENS 9.9

Display Only Yes Calculated NoDB Column ParticipantEBTIssuance.SFI_ID



Control Description<units of measure> The UOM of the subcategory.


Direct Indicates whether the food item (subcategory) was directly shipped.Type Text BoxRequired NALength NAValidation NA, Value of “(Direct)” or blankDisplay Only Yes Calculated NoDB Column ParticipantEBTIssuance.SFI_ID

6.15 Food Benefits Screen – Business Rules – (Smart Card Only)

(Smart Card EBT OnlySmart Card WIC Only ) Business RulesScreen Display Rules

[1.] If ProrateAllowed = Yes and (Write to Card and Write Remote are enabled), append “(xxxxxxxx, Authorized)” to the package name for each food package checked for issuance or reissuance, where xxxxxxxx is Full, 2/3 or 1/3.

[2.] If ProrateAllowed = No and (Write to Card and Write Remote are enabled), append “(Authorized)” to the package name for each food package checked for issuance or reissuance.

[3.] When benefits are available for transfer, enable the Transfer Benefits button and append “(Transfer)” to the issuance period date for each issuance period with benefits available for transfer to the EBT card. Benefits available for transfer are based on what issuance periods were on the hot carded card. Benefits are available for transfer when:o During the hot card of previous card, the benefit period that was not

available for immediate transfer was determined based on hot card date and wait period. The Income Family (Economic Unit) record was updated with the date and time of when the benefits could be transferred as well as which issuance period. If this calculated date is in the past, then this issuance period is marked and can be transferred.



(Smart Card EBT OnlySmart Card WIC Only ) Business Ruleso Any other future issuance periods beyond this calculated transfer issuance

period is marked and can be transferred.o Once transferred, any issuance period cannot be transferred again.o An issuance benefit period that is before the calculated date is not available

for transfer. This covers end of month (i.e. hot card on last day of month means that month is not available for transfer).

2.[4.] Between the time the Food Benefits panel is displayed and the user clicks Write to Card or Write Remote, it is possible that another user has deleted a food package that is about to be used for issuance or reissuance. When the user clicks Write to Card or Write Remote, ensure that all food packages that are being used to issue or reissue still exist. If one or more food packages cannot be found, display this error message and do not issue benefits: "Cannot issue food benefits because one or more Food Packages have been deleted by another user. Please refresh your data and try to issue benefits again."

3.[5.] The Write Remote button is controlled by a separate security task. Only users with the correct security are allowed to use the Write Remote button.

4.[6.] The Write to Card and Transfer Benefits buttons are controlled by a separate security task. Only users with the correct security are allowed to use the Write to Card and Transfer Benefits buttons.

Write To Card Rules5.[7.] Disable the Write to Card command button if:

o There is no active card and no last hot card (No card to issue or reissue to).o There is no active card and the last hot card has a hot card effective date

less than or equal to the current date.o The active card is a replacement card and its wait period is not past and

current issuance exists (this prevents the ability to add new participant issuance during this time).

o There is no food available for issuance.o Benefits are available for issue or reissue but the user has not clicked Read

Card to obtain current card balances for the Economic Unit.6.[8.] When issuing to the card (pressing Write to Card or Transfer Benefits),

display an error message if the economic unit’s active PAN does not match the PAN in the reader.

7.[9.] Any subcategory that is marked as direct ship is not passed to the EDIS interface and therefore it is not added to the card (system saves the data in its database tables). The system considers direct ship items as purchased upon issuance.

8.[10.] When the benefits are loaded successfully, a list of all benefits found on the card is automatically printed on the card reader.

Reissuance Rules9.[11.] When reissuing, if the card was a replaced card that had benefits that were

never transferred, display an error that the transfer must occur first.[12.] For Reissuance, replace each issue period’s current (and future, as applicable)

available food on the card. NOTE: If existing current and future months issuance are being reissued because of new first-time issuance for a future month further in the future and a participant with benefits issued for the



(Smart Card EBT OnlySmart Card WIC Only ) Business Rulescurrent or future months has been removed from the Economic Unit, the system will removeinclude the missing participant’s food benefits when it reissues the current and future months. To correct this situation after the reissue is completed, the user should click Recalculate and then click Write to Card again. This will reissue the current and future month benefits again as well as the newly issued future month benefits. The missing participant’s foods will be eliminated from the new reissued balances for all current and future months.

[13.] For the current month (if applicable), using this aggregation as a starting point, adjust the number based off of purchases and/or returned food (i.e. cans of formula). This is done by attempting to match the redemptions and returned foods against the aggregated subcategory numbers. o For the current month, disable the food package checkboxes.

Subtract off any purchases that have occurred against the current month by looking at the last card benefits written (within system) and subtracting off the balance (from the card).

o Add back any returned foods found during issuance period (i.e. cans of formula): See section 3 Returned Formula.

o For food on the card that does not have a matching subcategory (due to current month reissuances that were driven by a change of package), subtract based on food rules. For example, if a food rule says that 21-123 Enfamil with Iron can be replaced by 21-112 Enfamil LIPIL then this matching would occur in the context of this food rule.

o Exceptions include: If a match is not able to be accomplished, then that item cannot be

calculated and is removed. If quantities do not match exactly, round down to minimize chance of

over-issuance. It is possible for an aggregate subcategory number to be reduced to

zero (this benefit would not be written to the card).[14.] During the issuance period where a non-special diet participant’s first

birthday occurs, per FNS regulations, the participant is allowed to either have infant based or child based food. A food package verification business rule ensures that the initial issuance is either infant based or child based (cannot be intermixed). During reissuance, intermixing during this issuance period must be prevented whether it is current or a future period. If a wholesale change is desired for the current period then either no purchases have occurred or, if formula was purchased, it must all be returned. This must be true in the context of the aggregated food (a family may have multiple infant and child participants). For items a. and b. below, the food package must be verified. The verification occurs when the reissue food package is entered in the Food Package screen. It is described in the Food Package screen’s business rule 30.z. Therefore the business rules are:o For current period, if a participant is found whose original issuance was

infant based food and reissuance is child based food, display an error if the issuance period’s aggregated infant based food cannot be accounted in its entirety by either being found on the card or as returned formula.

o For current period, if a participant is found whose original issuance was child based food and reissuance is infant based food, display an error if the issuance period’s aggregated child based food is not found in its entirety on



(Smart Card EBT OnlySmart Card WIC Only ) Business Rulesthe card.

o For future periods, there is no edit as the food is replaced (no purchases could have been made).

RecalculateAdjust Benefits Rules[15.] Enable the Adjust Benefits button if the Economic Unit has new issuance or

reissuance or the Economic Unit has previously issued food benefits for the current and/or a future issuance period or benefits are available for transfer (i.e., the Transfer Benefits button is enabled) and the Economic Unit has an active PAN.The RecalculateAdjust Benefits button is enableddisabled if new issuance or reissuance is available (i.e., the Write to Card and Write Remote buttons are enabled), or benefits are available for transfer (i.e., the Transfer Benefits button is enabled).

[16.] The RecalculateAdjust Benefits button is disabled if the Economic Unit has no active card and no last hot card.

[17.] The RecalculateAdjust Benefits button is disabled if the Economic Unit has no active card and the last hot card has a hot card effective date less than or equal to the current date.

[18.] TheIf Adjust Benefits button is enabled if no new issuance or reissuance is available and no benefits are available for transfer and the Economic Unit has previously issued food benefits for the current and/or a future issuance period, enable the Recalculate button.

[19.] When the RecalculateAdjust Benefits button is clicked, the system loads the benefits tree with the reissuance available for each active participant in the Economic Unit for the current and future periods that were previously issued. The FP Ccheck Bbox beside each food package name for each participant for each issuance period is selected. If the last activity was a Removed benefits, a Reload activity is displayed with its FP Check Box selected.of a reissue or reload for a , except for issuance that has been removed. None of the food packages are new (if any participant has a new food package, the system displays that period automatically) the normal reissuance function is triggered and the Write to Card and Write Remote buttons would be enabled).

[20.] If the user clears a check box, the food items of that food package for that participant for that issuance period are subtracted from the available balance on the EBT card if the user clicks Write to Card or Write Remote. The user can clear none, one, or many check boxes.

[21.] For the current month, aggregate each food for the participants involved (it is expected that a participant has been removed from this aggregation), read the card balance, compare each food and write back to the card the lesser of the two amounts for each food.

Transfer Benefits Rules10.[22.] When transferring benefits, if any of the transferred food item’s category

and subcategory is not known to the data system then abort the process and display an error message stating that Transfer Benefits did not occur and list the unknown category/subcategory values.

11.[23.] Disable the Transfer Benefits button if the Economic Unit has no active card and no last hot card.

12.[24.] Disable the Transfer Benefits button if the Economic Unit has no active



(Smart Card EBT OnlySmart Card WIC Only ) Business Rulescard and their last hot card has a hot card effective date less than or equal to the current date.o The current and future period benefits that are transferred are based on

what was on the card at the time the last active card with benefits was hot carded. For current period benefits, this is the balance at that time minus the purchases that occurred within that wait period.

13.[25.] If benefits have already been issued for the current month for participants in an Economic Unit and the PAN is then hot carded, new participants subsequently added to the EU can be issued current and future month benefits with these restrictions:o If the Hot Card Wait Period is not passed and any future period Transfers are

pending, the future Transfers must be transferred first and then the new participant can be issued current and future benefits.

o If the Hot Card Wait Period is passed and any Transfer are pending, including the current period, all Transfer must be transferred first and then the new participant can be issued current and future benefits.

Write Remote Rules14.[26.] The Write Remote button is invisible unless the user has been assigned

the special security unit associated with the Write Remote function.15.[27.] The Write Remote button is enabled and disabled under the same

circumstances as the Write to Card button. The exception is the use of the special security unit for Write to Card (BR6); this control is solely based on the special security unit for Write Remote (BR5).

[28.] If remote transaction data exists for the current issuance period or any future issuance period, and the remote transaction has a status of Not Sent or Available, the Write to Card, Transfer Benefits, RecalculateAdjust Benefits, and Write Remote buttons are disabled.

16.[29.] If remote transaction data exists for the current issuance period or any future issuance period, and the remote transaction has a status of Not Sent or Available, display “Remote benefits are pending remote load – go to the Audit Trail for details or to cancel.” This informational message is displayed on the Messages tab of the Information Panel at the bottom of the screen.

17.[30.] When the Write Remote button is clicked and before writing the issuance/reissuance data, display a confirmation message with this text: “You are going to write these food benefits to a remote issuance file for remote loading rather than directly to the EBT card. Is that what you want to do?” If the user responds Yes, write the issuance/reissuance data to the remote tables. If the user responds No, do not write the issuance/reissuance data to the remote tables.

[31.] When the Write Remote button is clicked and the user responds Yes to the confirmation message, the system creates these Smart Card EBTSmart Card WIC table data:o One EBTRemoteIssuance record. IssueDt = current date. Status = ‘NOTS’.

EBTIssueTypeCd = ‘ISSU’ or ‘REIS’. If proration was overridden by the user, ProrationOverrideCd = the override reason code, otherwise it is null. InsertStfpID and InsertDt = user id and current date and time. EBTC_ID =



(Smart Card EBT OnlySmart Card WIC Only ) Business Rules

the key to the economic unit’s EBT card. All other fields in the table are null.

o One EBTRemoteIssueFood record for each food item for each issuance period being processed. Quantity = the quantity of the food item being issued or reissued. FirstUseDt and LastUseDt = the first and last use dates for the issuance period. If food item is marked as direct ship, set DirectShipIn = 1 else set DirectShipIn = 0. (Note: direct ship foods are written to the remote issuance table for audit purposes but they are not sent to the EBT Host system for remote loading to the card.)

18.[32.] When a reissue is processed using the Write Remote button, calculate the quantity to be placed on the card for each food item as the net of issuance data recorded in the system minus purchase data recorded in the system plus or minus adjustment data recorded in the system for the food item. The system stores the available food for every affected issuance period (including issuances periods where food was removed). A corresponding calculated balance for each of these affected issuance periods is also stored to support downstream remote reporting.

[33.] When the Write Remote function is completed successfully, the system performs an automatic save and then re-display the Food Benefits panel with the Write to Card, Transfer Benefits, RecalculateAdjust Benefits, and Write Remote buttons disabled. The status line displays “Remote benefits are pending remote load – go to the Audit Trail for details or to cancel.” The rows in the Benefits tree that previously displayed the potential issuance and reissuance data are no longer displayed in the tree. The related issuance periods and participant names are also no longer displayed in the tree. The reason for this is that the food benefits have only been written to the Smart Card EBTSmart Card WIC tables, not to the actual EBT card.

19.[34.] Do not capture a signature when the Write Remote function is used.20. U se of the Write Remote button does not require that the user click Read Card

first.

Mailed Rules21.[35.] Default the Mailed checkbox to unchecked.22.[36.] When the Mailed checkbox is checked, its Reason box becomes enabled

and required and the Write Remote button is disabled.23.[37.] When the Mailed checkbox is unchecked, its Reason box is cleared of any

data and disabled and the Write Remote button is disabled/enabled according to the same rules governing the Write to Card button.

24.[38.] When the Mailed check box is marked, the system automatically marks all benefits for the upcoming food issuance period as “Mailed”.

25.[39.] A File-Save is required to save Mailing information.

Appointment Kept Rules26.[40.] When the family is saved and benefits are issued to the card (not mailed),

if there are any appointments for this family for today that have a “Scheduled” or “Arrived” status, the system marks the appointment as Seen. Note: Staff may manually update the appointment status by going to the



(Smart Card EBT OnlySmart Card WIC Only ) Business Rulesactual appointment and making an update.

Participant Move RulesNo Smart Card EBTSmart Card WIC Business Rules

EBT Device Interface System (EDIS) Integration Business Rules

27.[41.] The language for the Display Text found in the EDIS: Display is based on the Family’s Printout Language. If Spanish, Spanish is used. If any other value, English is used.

28.[42.] Invalid WIC Card for System – Invalid for state and/or system type as the first 6 digits of the PAN are not equal to the system parameter, EBT.ValidPANBIN or if system parameter EBT.ValidPANType is not equal to spaces and the eighth digit is not equal to EBT.ValidPANType. When this occurs, the MPSC WIC business function is halted, a popup with a message “Card has invalid BIN <BIN> for the <system>”>” is produced and the card reader displays the “Invalid_Card” text using the EDIS: Display function. Closing the popup places the MPSC WIC system into a ready state for the next user interaction as well as display the “Default” text using the EDIS: Display function.

29.[43.] Write to Card command button (Put client card in the card reader)30.[44.] Compute the Economic Units food benefits31.[45.] Status bar message = DisplayText of ‘Insert_Card’32.[46.] EDIS: Display (DisplayText of ‘Insert_Card’)33.[47.] EDIS: ReadPAN () PAN34.[48.] Check for validity of card to system (BR 40)35.[49.] Valid WIC EBT Card or Valid WIC card for System

o Check for EU active cardo If EU Active card

EDIS: ReadCardState () If Status Change Reason is 1 or 12 (Vendor marked that PIN attempts

exceeded) or other internal error (i.e. card pulled) Display a popup error message = Perform card diagnostic. Operation

halted due to card state issue (i.e. vendor indicated PIN attempts exceeded). Operation was not completed. Note: If EDIS error text provided then add the error text to end of the message.

Else If New Issuance

Status bar message = DisplayText of ‘Write_Data’ EDIS: Display (DisplayText of ‘Write_Data’) EDIS: WriteDemographics (Demographics) EDIS: WriteBenefits ( Benefits) EDIS: UpdateCardState () Update system with issuance information EDIS: PrintReceipt()



(Smart Card EBT OnlySmart Card WIC Only ) Business Rules Pop-up Signature Capture – EBT Issuance (See section 8.11)

Else (Reissuance) Status bar message = DisplayText of ‘Read_Data’ EDIS: Display (DisplayText of ‘Read_Data’) EDIS: ReadBenefits ( Benefits) Return benefits to system (empty allowed) Calculate (aggregate) benefits according to business rules. Status bar message = DisplayText of ‘Write_Data’ EDIS: Display (DisplayText of ‘Write_Data’) EDIS: WriteDemographics (Demographics) EDIS: OverWriteBenefits (Benefits) EDIS: UpdateCardState () Update system with issuance information. Save the card food

contents that was read from the card in XML format. EDIS: PrintReceipt() Pop-up Signature Capture – EBT Issuance (See section 8.11)

o Else Display a popup error message “Card is not an active card for this

family” EDIS: Display (DisplayText = ‘Default’) Status bar message = “Ready”

Display error message (Not client’s active card)

36.[50.] Transfer Benefits command button (put client card in the card reader)37.[51.] Determine the Economic Units benefit periods available for transfer.38.[52.] Status bar message = DisplayText of ‘Insert Card’39.[53.] EDIS: Display(DisplayText of ‘Insert_Card’)40.[54.] EDIS: ReadPAN () PAN41.[55.] Check for validity of card to system (BR 40)42.[56.] Valid WIC EBT Card or Valid WIC card for System

o Check for EU active card (BR#6) If EU Active card EDIS: ReadCardState () If Status Change Reason is 1 or 12 (Vendor marked that PIN attempts

exceeded) or other internal error (i.e. card pulled) Display a popup error message = Perform card diagnostic. Operation

halted due to card state issue (i.e. vendor indicated PIN attempts exceeded). Operation was not completed. Note: If EDIS error text provided then add the error text to end of the message.

Else Status bar message = DisplayText of ‘Write_Data’ EDIS: Display(DisplayText of ‘Write_Data’) EDIS: Call WriteDemographics (Demographics)



(Smart Card EBT OnlySmart Card WIC Only ) Business Rules EDIS: Call WriteBenefits (Benefits) EDIS: UpdateCardState () Update system with transfer information EDIS: PrintReceipt() Pop-up Signature Capture – EBT Issuance (See section 8.11)

o Else Display a popup error message “Card is not an active card for this

family” EDIS: Display(DisplayText=’Default’) Status bar message = “Ready

43.[57.] XML stored in EBTIssuance.ReadCardContents with the following format:<IssuanceDetail> <FDTU>2012-04-01</FDTU> <Cat>3</Cat> <SubCat>0</SubCat> <Quantity>2</Quantity> </IssuanceDetail>… Continued – Sorted by Cat Number and Subcat Number

44. Write one EBTIssuance record covering issuance periods that contain new issuance only, as follows. Do not include issuance periods with any participant with (Reissue – New Food Package) or (Reload Balance) and FP Check Box deselected:o IssueDt = current date and time.o EBTIssueTypeCd = ‘ISSU’ (issued).o If the user overrode proration

ProrationOverrideCd = selected Override Reasono Else

ProrationOverrideCd = null.o ProrationReissueOverrideCd = null.o SendDt = current date and time.o SendFileNm = Clinic XML Interface File name.o ReadCardContentsXML = null.o OfflineLoadIn = 0.o Write one EBTIssuedFood record for each issuance period with the

aggregation of the food items for the participants with FP Check Box selected, as follows: FirstUseDt = FDTU of the issuance period. LastUseDt = LDTU of the issuance period. PConID = ProdContain.ID of the issued food item cat-subcat. Quantity = Quantity issued. If food item in the food package is Direct Ship



(Smart Card EBT OnlySmart Card WIC Only ) Business Rules DirectShipIn = 1

Else DirectShipIn = 0.

o Write one EBTUniqueIssuance record for each issuance period, as follows: FirstUseDt = FDTU of the issuance period. UniqueIssuanceNR = Next available unique issuance identifier.

o Write one ParticipantEBTIssuance record for each participant with the FP Check Box selected for each issuance period, as follows: Cln_ID = Clinic.ID of the household’s current clinic. SFI_ID = StateFI.ID of the participant’s food package. Part_ID = Participant.ID. PRx_ID = ParticipantRX.ID of the participant’s food package that was

effective for the issuance period. CreateDt = current date and time. FirstUseDt = FDTU of the issuance period. LastUseDt = LDTU of the issuance period. EBTIssueTypeCd = ‘ISSU’ (issued). ProrationCD =

F = No proration 2 = 2/3 proration 1 = 1/3 proration

o Write one ParticipantEBTIssuance record for each participant for each issuance period where the user deselected the FP Check Box, as follows: Cln_ID = Clinic.ID of the household’s current clinic. SFI_ID = StateFI.ID of the participant’s food package. Part_ID = Participant.ID. PRx_ID = ParticipantRX.ID of the participant’s food package that was

effective for the issuance period. CreateDt = current date and time. FirstUseDt = FDTU of the issuance period. LastUseDt = LDTU of the issuance period. EBTIssueTypeCd = ‘REMO’ (removed). ProrationCD =


o Write one ParticipantEBTIssueFood record for each food available for issuance for each issuance period where the user deselected the FP Check Box. Use the Full, 2/3 or 1/3 quantities based on the value of ParticipantEBTIssuance.ProrationCD: FirstUseDt = FDTU of the issuance period. LastUseDt = LDTU of the issuance period. PConID = ProdContain.ID of the food item cat-subcat that was removed

from issuance.



(Smart Card EBT OnlySmart Card WIC Only ) Business Rules Quantity = Quantity issued. If food item in the food package is Direct Ship


DirectShipIn = 0.

45. Write one EBTIssuance record covering issuance periods that include at least one participant with (Reissue – New Food Package) or (Reload Balance) and the FP Check Box is selected, as follows:o IssueDt = current date and time.o If at least one participant has (Reissue – New Food Package)

EBTIssueTypeCd = ‘REIS’ (reissued)o Else

EBTIssueTypeCd = ‘RELO’ (reloaded).o If new issuance also occurred in the current period and the user overrode

the new issuance proration: ProrationOverrideCd = selected New Issuance – Override Reason

o Else ProrationOverrideCd = null.

o If the user overrode reissuance proration for the current period: ProrationReissueOverrideCd = selected Reissuance - Original Reason

o Else ProrationReissueOverrideCd = null.

o SendDt = current date and time.o SendFileNm = Clinic XML Interface File name.o ReadCardContentsXML = Convert the balances read from the card into XML

format.o OfflineLoadIn = 0.o Write one EBTIssuedFood record for each issuance period that includes at

least one participant with (Reissue – New Food Package) or (Reload Balance) with FP Check Box selected for each distinct food item. Each EBTIssuedFood record contains the aggregation of the issued, reissued, and reloaded foods for the distinct food items for the issuance period. FirstUseDt = FDTU of the issuance period. LastUseDt = LDTU of the issuance period. PConID = ProdContain.ID of the issued food item cat-subcat. Quantity = Quantity issued. If food item in the food package is Direct Ship

DirectShipIn = 1 Else

DirectShipIn = 0.o Write one EBTUniqueIssuance record for each issuance period, as follows:

FirstUseDt = FDTU of the issuance period.



(Smart Card EBT OnlySmart Card WIC Only ) Business Rules UniqueIssuanceNR = Next available unique issuance identifier.

o Write one EBTAdjustmentTransaction, as follows: TransactionDt = current date and time. TransTypeCd = ‘CRDB’. SendDt = current date and time. SendFileNm = Clinic XML Interface File name. UniqueNr = EBTUniqueIssuance.UniqueIssuanceNr from the current

issuance period being adjusted that belongs to the most recent EBTIssuance record for the Economic Unit.

ReadCardContentsXML = Convert the balances read from the card into XML format.

ManAdjReasonCd = null. ManAdjReason = null. InitiatingUserID = null. WorkstationID = null.

o Write one EBTAdjustmentFood record for each food item in the current balance that is not found in the combined food packages for the participants in the Economic Unit and write one EBTAdjustmentFood record for each food item in the combined food packages for the participants in the Economic Unit that was not in the current balance, as follows: PConID = ProdContain.ID of the food that was removed or added to the

current period. Quantity = Quantity removed or added. Quantity is negative for food

items removed. FirstUseDt = FDTU of the current issuance period. LastUseDt = LDTU of the current issuance period.

o Write one ParticipantEBTIssuance record for each participant with issued, reissued, or reloaded benefits for each issuance period, as follows: Cln_ID = Clinic.ID of the household’s current clinic. SFI_ID = StateFI.ID of the participant’s food package. Part_ID = Participant.ID. PRx_ID = ParticipantRX.ID of the participant’s food package that was

effective for the issuance period. CreateDt = current date and time. FirstUseDt = FDTU of the issuance period. LastUseDt = LDTU of the issuance period. If participant has (Reissue – New Food Package) for the period

EBTIssueTypeCd = ‘REIS’ (reissued) Else If participant has (New Issue) for the period

EBTIssueTypeCd = ‘ISSU’ (issued) Else If participant has (Reload Balance) for the period

EBTIssueTypeCd = ‘RELO’ (reloaded).



(Smart Card EBT OnlySmart Card WIC Only ) Business Rules ProrationCD =


o Write one ParticipantEBTIssuance record for each participant for each issuance period where the user deselected the FP Check Box, as follows:

Cln_ID = Clinic.ID of the household’s current clinic. SFI_ID = StateFI.ID of the participant’s food package. Part_ID = Participant.ID. PRx_ID = ParticipantRX.ID of the participant’s food package that was



o Write one ParticipantEBTIssueFood record for each food available for issuance for each issuance period where the user deselected the FP Check Box. Use the Full, 2/3 or 1/3 quantities based on the value of ParticipantEBTIssuance.ProrationCD:

FirstUseDt = FDTU of the issuance period. LastUseDt = LDTU of the issuance period. PConID = ProdContain.ID of the food item cat-subcat that was removed

from issuance. Quantity = Quantity issued. If food item in the food package is Direct Ship


DirectShipIn = 0.

6.16 Food Benefits Screen – Business Rules – (Online EPPIC / Online WIC Direct)



Online EPPIC / Online (Online XeroxConduentConduentConduent EBT / Online CDP EBTWIC Direct ) Business RulesScreen Display Rules

[1.] If any EBTIssuance or EBTAdjustmentTransaction records exist for the Economic Unit and SendDt is nulls theno Display a warning message that all Food Benefits panel functions are

unavailable until unresolved previous activitiestransactions that timed out are processed successfully.

o Disable the Issue Benefits and RecalculateAdjust Benefits Card buttons.[2.] If ProrateAllowed = Yes and Issue Benefits is enabled, append “(xxxxxxxx,

Authorized)” to the package name for each food package checked for issuance or reissuance, where xxxxxxxx is Full, 2/3 or 1/3.

[3.] If ProrateAllowed = No and Issue Benefits is enabled, append “(Authorized)” to the package name for each food package checked for issuance or reissuance.

[4.] Between the time the Food Benefits panel is displayed and the user clicks Issue Benefits, it is possible that another user has deleted a food package that is about to be used for issuance or reissuance. When the user clicks Issue Benefits, ensure that all food packages that are being used to issue or reissue still exist. If one or more food packages cannot be found, display this error message and do not issue benefits: "Cannot issue food benefits because one or more Food Packages have been deleted by another user. Please refresh your data and try to issue benefits again."

1.[5.] Disable the Issue Benefits command button if: o The Economic Unit has never been assigned a PAN.o There is no food available for issuance or reissuance.o Reissuance is available but the user is in disconnected mode.

2.[6.] The Issue Benefits button is controlled by a separate security task. Only users with the correct security are allowed to use the Issue Benefits button.

Issue Benefits Rules[7.] Any subcategory that is marked as direct ship is not passed to the EBT Host in

the Adjust Benefits (Online XeroxConduentConduentConduent EBTEPPIC Only) or Add Update Benefits (Online CDP EBTOnline WIC Direct Only) online message, but it is written to the EBTIssuance data in the MPSC WIC System database. The system considers direct ship items as purchased upon issuance.

[8.] When the benefits are issued successfully, a list of all benefits available to be purchased is automatically printed on the Family Food Benefits listing at the user’s default printer.

3.[9.] When the Issue Benefits button is clicked and every issuance period to be issued is new issuance (i.e., none of the issuance periods have existing, previously issued benefits), call Issue New Benefits function relative to the online EBT Host.

[10.] C It is not necessary to reissue current andor future month periods are reloaded when if only new issuance is available for a month or months that are even further in the future. The new future month’s period(s) is considered new issuance only. (To illustrate, assume June and July have been issued and current month is June. If the user navigates to the Food Benefits panel, the system will be ready to issue August. As long as no food packages are created and no new member is added to the family and the RecalculateAdjust Benefits button is not used, June and July benefits will be reloaded and only new August benefits will be



Online EPPIC / Online (Online XeroxConduentConduentConduent EBT / Online CDP EBTWIC Direct ) Business Rules

issued and they will be processed as a new issuance.NOTE: It is possible that a participant has been removed from the Economic Unit at the same time new future month issuance is occurring per BR 8. Because current and future months are also not being reissued, the system will removed the food benefits of the removed participant from will remain in the family’s Electronic Benefit Account on the EBT Host automatically. To correct this situation after the issue is completed, the user should click Recalculate and then click Issue Benefits again. This will reissue the current and future month benefits again, as well as the newly issued future month benefits. The missing participant’s foods will be eliminated from the new reissued balances for all current and future months.

4.[11.] If current and/or future issuance periods exist from a prior issuance that are not part of the new issuance, and the user is not in disconnected mode, send a Get Benefit Balance relative to the online EBT Host function to obtain the current balances for those issuance periods so they can be included on the Family Food Benefits document that is printed at the end of the issue process.

5.[12.] If current and/or future issuance periods exist from a prior issuance that are not part of the new issuance, and the user is in disconnected mode, only print the new issued month or months on the Family Food Benefits (Static) listing at the end of the issuance.

Reissuance Rules6.[13.] Reissuance occurs when:

o A participant is added to an Economic Unit (or given a food package for the first time) and any period they are being issued is a period where an existing Economic Unit member already has issuance.

o Any participant in the Economic Unit who has already been issued benefits is given a new food package that covers the same issuance period.

o The RecalculateAdjust Benefits button is used to simulate new food package creation.

7.[14.] When the Issue Benefits button is clicked and any issuance period to be issued is a reissuance:o Call Get Benefit Balance function relative to the online EBT Host.o If successful then call Reissue Benefits function relative to the online EBT

Host.[15.] If the current month is being reissued, using this aggregation as a starting

point, adjust the reissued quantities based off of purchases and/or returned food (i.e. cans of formula). This is done by attempting to match the redemptions and returned foods against the aggregated subcategory numbers: o For the current month, disable the food package checkboxes.o Subtract any purchases that have occurred against the current month

issued balances by looking at the current benefit balance returned by the Get Benefit Balance message sent to the EBT Host and subtracting the current balance from the issued balance.

o Add back any returned foods found during the current issuance period (i.e. cans of formula): See section 3 Returned Formula.

o For foods that do not have a matching subcategory (due to current month reissuances that were driven by a change of package), subtract based on




food rules. For example, if a food rule says that 21-123 Enfamil with Iron can be replaced by 21-112 Enfamil LIPIL then this matching would occur in the context of this food rule.NOTE: Food items in this situation will be written as Credit or Debit transactions to the EBTAdjustmentTransaction and EBTAdjustmentFood tables. They will appear as CREDIT / DEBIT transactions on the Audit Trail panel.

o Exceptions include: If a match is not able to be accomplished, then that item cannot be

calculated and is removed. If quantities do not match exactly, round down to minimize chance of

over-issuance. It is possible for an aggregate subcategory number to be reduced to

zero (this benefit would not be sent to the EBT Host for inclusion in the family’s EBA).

[16.] During the issuance period where a non-special diet participant’s first birthday occurs, per FNS regulations, the participant is allowed to either have infant based or child based food. A food package verification business rule ensures that the initial issuance is either infant based or child based (cannot be intermixed). During reissuance, intermixing during this issuance period must be prevented whether it is current or a future period. If a wholesale change is desired for the current period then either no purchases have occurred or, if formula was purchased, it must all be returned. This must be true in the context of the aggregated food (a family may have multiple infant and child participants). For the first two items below, the food package must be verified. The verification occurs when the reissue food package is entered in the Food Package screen. It is described in the Food Package screen’s business rule 22.e. Therefore the business rules are:o For current period, if a participant is found whose original issuance was

infant based food and reissuance is child based food, display an error if the issuance period’s aggregated infant based food cannot be accounted in its entirety by either being found in the EBA’s current balances or as returned formula.

o For current period, if a participant is found whose original issuance was child based food and reissuance is infant based food, display an error if the issuance period’s aggregated child based food is not found in its entirety in the EBA’s current balances.

o For future periods, there is no edit as the food is replaced (no purchases could have been made).

RecalculateAdjust Benefits Rules[17.] The RecalculateAdjust Benefits button is disabled in disconnected mode. [18.] The RecalculateAdjust Benefits button is disabled if new issuance or reissuance

is available (i.e., the Issue Benefits button is enabled.)[19.] The RecalculateAdjust Benefits button is disabled if the Economic Unit has no

active card and no last deactivated card.[20.] Enable the Adjust Benefits button if the Economic Unit has new issuance or

reissuance or the Economic Unit has previously issued food benefits for the




current and/or a future issuance period and the Economic Unit has an active PAN.If the Economic Unit has no new issuance or reissuance or is available and the Economic Unit has previously issued food benefits for the current and/or a future issuance period, enable the Recalculate button.

[21.] When the RecalculateAdjust Benefits button is clicked, the system loads the benefits tree with the reissuance available for each active participant in the Economic Unit for the current and future periods that were previously issued. The FP Ccheck Bbox beside each food package name for each participant for each issuance period is selected. If the last activity was a Removed benefits, a Reload activity is displayed with its FP Check Box selected.of a reissue or reload for a , except for issuance that has been removed. None of the food packages are new (if any participant has a new food package, the normal reissuance function is triggered and the Issue Benefits button would be enabled).

[22.] If the user clears a check box, the food items of that food package for that participant for that issuance period are subtracted from the available balance that will be issued if the user clicks Issue Benefits. The user can clear none, one, or many check boxes.

[23.] For the current month, aggregate each food for the participants remaining in the Economic Unit (it is expected that a participant has been removed from this aggregation), obtain the current balance with the Get Benefit Balance function relative to the online EBT Host, and compute the lesser of the aggregated balance and the current balance for each food. The computed balance will be sent back to the EBT Host if the user clicks the Issue Benefits button.

Transfer Benefits RulesNo Online XeroxConduentConduentConduent EBTEPPIC / Online CDP EBTOnline WIC Direct Business Rules

Write Remote RulesNo Online XeroxConduentConduentConduent EBTEPPIC / Online CDP EBTOnline WIC Direct Business Rules

Mailed Rules8.[24.] Do not display the Mail group box, Mail – Mailed check box, or Mail – Reason

drop down list.

Appointment Kept Rules9.[25.] When the family is saved and benefits are issued, if there are any

appointments for this family for today that have a “Scheduled” or “Arrived” status, the system marks the appointment as Seen.

Note: Staff may manually update the appointment status by going to the actual appointment and making an update.

Participant Move RulesNo Online XeroxConduentConduentConduent EBTEPPIC / Online CDP EBTOnline WIC Direct Business Rules



Online EPPIC / Online (Online XeroxConduentConduentConduent EBT / Online CDP EBTWIC Direct ) Business RulesEBT Device Interface System (EDIS) Integration Business Rules

No Online XeroxConduentConduentConduent EBTEPPIC / Online CDP EBTOnline WIC Direct Business Rules

Online XeroxConduentConduentConduent EBTEPPIC Message Rules[26.] Issue New Benefits (Online XeroxConduentConduentConduent

EBTEPPIC Only)i. If issuance already exists for the current and/or future months, call Get

Benefit Balance (this is to make the balances for these issuance periods available for the Family Food Benefits list that is printed at the end of the issue process).

ii. Call Get Security Token Processiii. Status bar message = ‘Issuing Benefits’iv. Security Authorization Object.EBTMessageTypeCd = 2000.v. EBTMessageLog.EBTMessageTypeCd = 1200.vi. Write records to the EBTIssuance, EBTIssuedFood, and

EBTUniqueIssuance tables for all periods of the issuance. Set EBTIssuance.SendDt and EBTIssuance.SendFileNm to nulls.

vii. Perform these steps one time for each issuance period:1. Create an Adjust Benefits online message populated as follows:

a. Household ID = Economic Unit Numberb. eWIC Card Number = Current active PAN assigned to the

economic unitc. Unique Benefit ID = EBTUniqueIssuance.UniqueIssuanceNrd. Local Agency ID = Clinic.FFLocalAgencyID, converted to a

string value, where Clinic.ID = current FamilyClinic.Cln_IDe. Clinic ID = Clinic.FFClinicID where Clinic.ID = current

FamilyClinic.Cln_IDf. Benefit Start Date = EBTIssuedFood.FirstUseDtg. Benefit End Date = EBTIssuedFood.LastUseDth. Benefit Action Code = ‘001’ (Issue)i. Add one entry to the Food Benefit Object for each food to

be issued for this issuance period as follows:i. Category Code = Category for

EBTIssuedFood.PCon_id.ii. Subcategory Code = Subcategory for

EBTIssuedFood.PCon_id.iii. Benefit Quantity = EBTIssuedFood.Quantity

j. Security Authorization Object = See the System-Wide Interface with Online Host DFDD for details.

2. Call Write EBTMessageLog.3. Send the Adjust Benefits online message to the EBT Host.4. Call Timeout Process.5. Receive Adjust Benefits message response.




6. Call Return Code Process.7. Write EBTMessageLogResponse record with these attributes:


8. End of Loop[viii.] Update the EBTIssuance record by setting SendDt = current date and time

and setting SendFileName = ‘EPPICXeroxConduentConduentConduent’.viii.[ix.] Print Family Food Benefits listing at user’s default printer (see section

8.10).ix.[x.] Display Signature Capture – EBT Issuance (see section 8.11).x.[xi.] Status bar message = ‘Ready’

[27.] Get Benefit Balance (Online XeroxConduentConduentConduent EBTEPPIC Only)

i. Call Get Security Token Processii. Status bar message = ‘Querying EBT Host’iii. Security Authorization Object.EBTMessageTypeCd = 3200.iv. EBTMessageLog.EBTMessageTypeCd = 3200.v. Create a Get Benefit Balance message populated as follows:

1. Household ID = Economic Unit Number2. eWIC Card Number = Current active PAN assigned to the

economic unit3. Search Start Date = blank4. Search End Date = blank5. Maximum Requested Count = 10006. Security Authorization Object = See the System-Wide Interface

with Online EBT Host DFDD for details.vi. Call Write EBTMessageLog.vii. Send the Get Benefit Balance message to the EBT Host.viii. Call Timeout Process.ix. Receive Get Benefit Balance message response.x. Call Return Code Process.xi. Write EBTMessageLogResponse record with these attributes:

1. ResendDt = null2. DispositionDt = current date and time3. DispositionCd = ‘S’ (success)4. EBTHostReturnCd = EBT Host response code

xii. Status bar message = ‘Ready’xiii. Return to calling process.




[28.] Reissue Benefits (Online XeroxConduentConduentConduent EBTEPPIC Only)

i. Call Get Benefit Balanceii. Status bar message = ‘Voiding Existing Benefits’iii. Security Authorization Object.EBTMessageTypeCd = 2000.iv. EBTMessageLog.EBTMessageTypeCd = 2000.v. Write records to the EBTAdjustmentTransaction and EBTAdjustmentFood

for each non-zero balance food item for all periods returned by the Get Benefit Balance message. EBTAdjustmentTransaction.SendDt and EBTAdjustmentTransaction.SendFileNm are null. All EBTAdjustmentFood.Quantity values are negative.

vi. Perform these steps one time for each bucket of each issuance period that is going to be re-added. This is to void benefits that were returned by the Get Benefit Balance message (start with most future period and work back to most recent):

1. Create an Adjust Benefits online message.a. Household ID = Economic Unit Numberb. eWIC Card Number = Current active PAN assigned to the

economic unitc. Unique Benefit ID = EBTUniqueIssuance.UniqueIssuanceNr

with an algorithm to keep it unique. The algorithm appends 9900 to 9999 to the 1st through 4th digits of this 12 digit number.

d. Local Agency ID = Clinic.FFLocalAgencyID, converted to a string value, where Clinic.ID = current FamilyClinic.Cln_ID

e. Clinic ID = Clinic.FFClinicID where Clinic.ID = current FamilyClinic.Cln_ID

f. Benefit Start Date = Benefit Balance Object’s Benefit Start Date

g. Benefit End Date = Benefit Balance Object’s Benefit End Date

h. Benefit Action Code = ‘003’ (Void)i. Add one entry to the Food Benefit Object for each food

returned by the Get Benefit Balance message that has a non-zero quantity for this issuance period as follows:

i. Category Code = Category for EBTIssuedFood.PCon_id

ii. Subcategory Code = Subcategory for EBTIssuedFood.PCon_id

iii. Benefit Quantity = Food Benefit Balance Object’s Available Benefit Quantity


2. Call Write EBTMessageLog.3. Send the Adjust Benefits online message to the EBT Host.4. Call Timeout Process.




5. Receive Adjust Benefits message response.6. Call Return Code Process.7. Write EBTMessageLogResponse record with these attributes:


8. End of Loop[vii.] Update the EBTAdjustmentTransaction record by setting SendDt = current

date and time and setting SendFileName = ‘XeroxConduentConduent EPPICConduent’.

vii.[viii.] Status bar message = ‘Reissuing Benefits’viii.[ix.] Security Authorization Object.EBTMessageTypeCd = 2000.

ix.[x.] EBTMessageLog.EBTMessageTypeCd = 2000.x.[xi.] Convert results of Get Benefit Balance message into XML format and load

into EBTIssuance.ReadCardContentsXML.xi.[xii.] Write records to the EBTIssuance, EBTIssuedFood, and EBTUniqueIssuance

tables for all periods being reissued. Set EBTIssuance.SendDt and EBTIssuance.SendFileNm to nulls.

xii.[xiii.] Perform these steps one time for each reissuance period:1. Create an Adjust Benefits online message populated as follows:

a. Household ID = Economic Unit Numberb. eWIC Card Number = Current active PAN assigned to the

economic unitc. Unique Benefit ID = EBTUniqueIssuance.UniqueIssuanceNrd. Local Agency ID = Clinic.FFLocalAgencyID, converted to a

string value, where Clinic.ID = current FamilyClinic.Cln_IDe. Clinic ID = Clinic.FFClinicID where Clinic.ID = current

FamilyClinic.Cln_IDf. Benefit Start Date = EBTIssuedFood.FirstUseDtg. Benefit End Date = EBTIssuedFood.LastUseDth. Benefit Action Code = ‘001’ (Issue)i. Add one entry to the Food Benefit Object for each food to

be issued for this issuance period as follows:i. Category Code = Category for

EBTIssuedFood.PCon_id.ii. Subcategory Code = Subcategory for

EBTIssuedFood.PCon_id.iii. Benefit Quantity = EBTIssuedFood.Quantity


2. Call Write EBTMessageLog.3. Send the Adjust Benefits online message to the EBT Host.4. Call Timeout Process.




5. Receive Adjust Benefits message response.6. Call Return Code Process.7. Write EBTMessageLogResponse record with these attributes:


8. End of Loop[xiv.] Update the EBTIssuance record by setting SendDt = current date and time

and setting SendFileName = ‘XeroxConduentConduent EPPICConduent’.xiii.[xv.] Print Family Food Benefits listing at user’s default printer (see section

8.10).xiv.[xvi.] Display Signature Capture – EBT Issuance (see section 8.11).xv.[xvii.] Status bar message = ‘Ready’

Timeout Process (Online XeroxConduentConduentConduent EBTEPPIC Only) 10.[29.] If no response is received from the EBT Host within system parameter


EBT.EBTMessageTimeoutRetries number of times:1. Resend the message to the EBT Host2. If no response is received, return to top of loop.3. If the EBT Host returns a response equal to ‘0000’ or ‘0018’, exit

the Timeout Process function4. If the EBT Host returns a response not equal to ‘000’ or ‘0018’,

go to Return Code Process.ii. Write EBTMessageLogResponse record with these attributes:

1. ResendDt = null2. DispositionDt = current date and time3. DispositionCd = ‘T’ (timeout)4. EBTHostReturnCd = null

iii. If EBTMessageLog.EBTMessageTypeCd = ‘0000’ then1. Display ‘Unable to sign on to EBT Host and obtain security token.

Please try again or report this error to the Help Desk’iv. Else

1. Display standard timeout error message to user.v. Status bar message = ‘Ready’.vi. Stop processing the Card Activity function.

Return Code Process (Online XeroxConduentConduentConduent EBTEPPIC Only)11.[30.] If Return Code from EBT Host is equal to ‘0003’ or ‘0011’

o Call Get Security Token Processo Exit Return Code Process.




12.[31.] If Return Code from EBT Host is not equal to ‘0000’ or ‘0018’ theni. Write EBTMessageLogResponse record with these attributes:ii. ResendDt = nulliii. DispositionDt = current date and timeiv. DispositionCd = ‘A’ (abnormal)v. EBTHostReturnCd = EBT Host response codevi. Rollback updates made to the EBTIssuance, EBTIssuedFood,

EBTAdjustmentTransaction,EBTAdjustmentFood, and EBTUniqueIssuance tables

vii. Save updates to the EBTMessageLog and EBTMessageLogResponse tables

[viii.] Display an error message to user user that includes Return Code from the EBT Host + text from List Management where Code ID = EBT Host Return Code.

viii.[ix.] Status bar message = ‘Ready’.ix.[x.] Stop processing the Card Activity function.

Write EBTMessageLog (Online XeroxConduentConduentConduent EBTEPPIC Only)

13.[32.] Write an EBTMessageLog record with these attributes:i. Incf_ID = IncomeFamily.ID of the selected participant’s Economic Unitii. EBTMessageDt = current date and timeiii. EBTMessageContentsXML = message being sent to the EBT Host

Get Security Token Process (Online XeroxConduentConduentConduent EBTEPPIC Only)

14.[33.] If CachedSecurityToken is not empty, then exit Get Security Token Process.15.[34.] Status bar message = ‘Signing On to EBT Host’16.[35.] EBTMessageLog.EBTMessageTypeCd = ‘0000’17.[36.] Create a Sign On message populated as follows:

o UserID = System.EBT.Online.SystemwideSignOnUserIDo Password = System.EBT.Online.SystemwideSignOnPassword

18.[37.] Call Write EBTMessageLog19.[38.] Send the Sign On message to the EBT Host.20.[39.] Call Timeout Process.21.[40.] Receive Sign On message response.22.[41.] Call Return Code Process.23.[42.] Write EBTMessageLogResponse record with these attributes:

o ResendDt = nullo DispositionDt = current date and timeo DispositionCd = ‘S’ (success)o EBTHostReturnCd = EBT Host response code

24.[43.] Status bar message = ‘Ready’




Online CDP EBTOnline WIC Direct Message Rules[44.] Issue New Benefits (Online CDP EBTOnline WIC Direct Only)

i. If issuance already exists for the current and/or future months, call Get Benefit Balance (this is to make the balances for these issuance periods available for the Family Food Benefits list that is printed at the end of the issue process).

ii. Write records to the EBTIssuance, EBTIssuedFood, and EBTUniqueIssuance tables for all periods of the issuance. Set EBTIssuance.SendDt and EBTIssuance.SendFileNm to nulls.

iii. Status bar message = ‘Issuing Benefits’iv. EBTMessageLog.EBTMessageTypeCd = 2000 (Add Update Benefits)v. Create an Add Update Benefits online message populated as follows:

a. Action Code = '001' (Add)b. WIC MIS Account ID = Economic Unit Numberc. Reason Code = ‘B001’ (New benefit issuance)d. Populate the Monthly Food Benefit Object array with these

steps (one time for each available issuance period):a. Monthly Food Benefit Object.Benefit Begin Date =

EBTIssuedFood.FirstUseDtb. Monthly Food Benefit Object.Benefit End Date =

EBTIssuedFood.LastUseDtc. Monthly Food Benefit Object.Benefit Action Code = ‘001’

(Issue)d. Monthly Food Benefit Object.Benefit Issuance ID =

EBTUniqueIssuance.UniqueIssuanceNre. Add one entry to the Food Benefit Object for each food to

be issued for this issuance period as follows:i. Food Benefit Object.Benefit Quantity Available =

EBTIssuedFood.Quantityii. Food Benefit Object.Category Code = Category for

EBTIssuedFood.PCon_id.iii. Food Benefit Object.Subcategory Code =

Subcategory for EBTIssuedFood.PCon_id.vi. Write an EBTMessageLog record with these attributes:

a. Incf_ID = IncomeFamily.ID of the Economic Unitb. EBTMessageDt = current date and timec. EBTMessageContentsXML = message being sent to the EBT

Hostvii. Send the Add Update Benefits online message to the EBT Host.viii. Call Response Processix. Update the EBTIssuance record by setting SendDt = current date and

time and setting SendFileName = system parameter, EBT.EBTDeliveryHost.

x. Print Family Food Benefits listing at user’s default printer (see section




8.10).xi. Display Signature Capture – EBT Issuance (see section 8.11).xii. Status bar message = ‘Ready’

[45.] Get Benefit Balance (Online CDP EBTOnline WIC Direct Only)i. Status bar message = 'Querying EBT Host'ii. EBTMessageLog.EBTMessageTypeCd = 3200 (GetBenefitBalance)iii. Create a Get Benefit Balance message populated as follows:

1. WIC MIS Account ID = Economic Unit Number2. Search Start Date = FDTU of the current period3. Search End Date = FDTU of the last period with issuance

iv. Write an EBTMessageLog record with these attributes:1. Incf_ID = IncomeFamily.ID of the selected participant's Economic

Unit2. EBTMessageDt = current date and time3. EBTMessageContentsXML = message being sent to the EBT Host

v. Send the Get Benefit Balance message to the EBT Host.[vi.] If no response is received from the EBT Host within system parameter

EBT.EBTMessageTimeoutSeconds number of seconds,thenseconds, then:

1. Loop through this resend logic up to system parameter EBT.EBTMessageTimeoutRetries number of times:

a. Resend the message to the EBT Host.b. If no response is received, return to top of loop.c. If the EBT Host returns a response, exit this loop

2. If timeouta. Write EBTMessageLogResponse record with these

attributes:i. DispositionDt = current date and timeii. ResendDt = nulliii. DispositionCd = 'T' (timeout)iv. EBTHostReturnCd = nullv. DispositionDt = current date and timevi. ResendDt = nullvii. DispositionCd = 'T' (timeout)viii. EBTHostReturnCd = null

vi.[vii.] If response return code = '0000' (success)1. xi. Write EBTMessageLogResponse record with these attributes:

a. DispositionDt = current date and timeb. ResendDt = current date and timec. DispositionCd = 'S' (success)d. EBTHostReturnCd = '0000'e. Return Get Benefit Balance Response data to next




step.vii.[viii.] If response return code is not '0000' (abnormal):

1. Write EBTMessageLogResponse record with these attributes:a. DispositionDt = current date and timeb. ResendDt = current date and timec. DispositionCd = 'A' (abnormal)d. EBTHostReturnCd = EBT Host response code

2. Display a pop-up error message to user that includes Return Code from the EBT Host + text from List Management where Code ID = EBT Host Return Code.

viii.[ix.] Status bar message = ‘Ready’ix.[x.] Return to calling process.

[46.] Reissue Benefits (Online CDP EBTOnline WIC Direct Only)i. Status bar message = ‘Voiding Existing Benefits’ii. Write records to the EBTAdjustmentTransaction and

EBTAdjustmentFood for each non-zero balance food item for all periods returned by the Get Benefit Balance function. EBTAdjustmentTransaction.SendDt and EBTAdjustmentTransaction.SendFileNm are null. All EBTAdjustmentFood.Quantity values are negative.

iii. EBTMessageTypeCd = 2000 (Add Update Benefits)iv. Create an Add Update Benefits online message populated to void

benefits as follows: Note: this should only occur if the month had any benefit balance to void.

a. Action Code = '003' (Subtract)b. WIC MIS Account ID = Economic Unit Numberc. Reason Code = ‘B002’ (WIC Participant Request)d. Populate the Monthly Food Benefit Object array with these

steps (one time for each reissuance period). This will use the results from the Get Benefit Balance function’s, Benefit Balance Result Object:

a. Monthly Food Benefit Object.Benefit Begin Date = Benefit Balance Result Object.Benefit Begin Date

b. Monthly Food Benefit Object.Benefit End Date = Benefit Balance Result Object.Benefit Begin Date

c. Monthly Food Benefit Object.Benefit Action Code = ‘003’ (Void)

d. Monthly Food Benefit Object.Unique Benefit ID = EBT, UniqueBenefitID

e. Add one entry to the Food Benefit Object for each food to be issued for this issuance period. This will use the results from the Get Benefit Balance function’s, Benefit Balance Result Object’s Food Benefit Balance Object:

i. Food Benefit Object.Benefit Quantity Available = Benefit Balance Result Object’s Food Benefit




Balance Object.Benefit Quantity Availableii. Food Benefit Object.Category Code = Benefit

Balance Result Object’s Food Benefit Balance Object.Category Code

iii. Food Benefit Object.Subcategory Code = Benefit Balance Result Object’s Food Benefit Balance Object.Subcategory Code

v. Write an EBTMessageLog record with these attributes:a. Incf_ID = IncomeFamily.ID of the Economic Unitb. EBTMessageDt = current date and timec. EBTMessageContentsXML = message being sent to the EBT

Hostvi. Send the Add Update Benefits online message to the EBT Host.vii. Call Response Processviii. Update the EBTIssuance record by setting SendDt = current date and


ix. Convert results of Get Benefit Balance message into XML format and load into EBTIssuance.ReadCardContentsXML.

x. Write records to the EBTIssuance, EBTIssuedFood, and EBTUniqueIssuance tables for all periods being reissued. Set EBTIssuance.SendDt and EBTIssuance.SendFileNm to nullStatus bar message = ‘Re-Issuing Benefits’

xi. EBTMessageTypeCd = 2000 (Add Update Benefits)xii. Create an Add Update Benefits online message populated to re-add

benefits as follows:a. Action Code = '001' (Add)b. WIC MIS Account ID = Economic Unit Numberc. Reason Code = ‘B009’ (Benefit data update)d. Populate the Monthly Food Benefit Object array with these

steps (one time for each reissuance period):a. Monthly Food Benefit Object.Benefit Begin Date =

EBTIssuedFood.FirstUseDtb. Monthly Food Benefit Object.Benefit End Date =

EBTIssuedFood.LastUseDtc. Monthly Food Benefit Object.Benefit Action Code = ‘001’

(Issue)d. Monthly Food Benefit Object.Benefit Issuance ID =

EBTUniqueIssuance.UniqueIssuanceNre. Add one entry to the Food Benefit Object for each food to

be issued for this issuance period as follows:i. Food Benefit Object.Benefit Quantity Available =

EBTIssuedFood.Quantityii. Food Benefit Object.Category Code = Category for

EBTIssuedFood.PCon_id.iii. Food Benefit Object.Subcategory Code =




Subcategory for EBTIssuedFood.PCon_id.xiii. Write an EBTMessageLog record with these attributes:

a. Incf_ID = IncomeFamily.ID of the Economic Unitb. EBTMessageDt = current date and timec. EBTMessageContentsXML = message being sent to the EBT

Hostxiv. Send the Add Update Benefits online message to the EBT Host.xv. Call Response Processxvi. Update the EBTIssuance record by setting SendDt = current date and


xvii. Print Family Food Benefits listing at user’s default printer (see section 8.10).

xviii. Display Signature Capture – EBT Issuance (see section 8.11).xix. Status bar message = ‘Ready’

[47.] Response Process (Online CDP EBTOnline WIC Direct Only)a. If no response is received from the EBT Host within system parameter


EBT.EBTMessageTimeoutRetries number of times:i. Resend the message to the EBT Hostii. If no response is received, return to top of loop.iii. If the EBT Host returns a response, exit this loop

b. If ‘0000’, write EBTMessageLogResponse record with these attributes:i. ResendDt = current date and time

ii. DispositionDt = current date and timeiii. DispositionCd = ‘S’ (success)iv. EBTHostReturnCd = ‘0000’

c. If timeout, write EBTMessageLogResponse record with these attributes:i. ResendDt = nullii. DispositionDt = current date and timeiii. DispositionCd = ‘T’ (timeout)iv. EBTHostReturnCd = null

d. If not (‘0000’ or timeout), Write EBTMessageLogResponse record with these attributes:

i. ResendDt = current date and timeii. DispositionDt = current date and timeiii. DispositionCd = ‘A’ (abnormal)iv. EBTHostReturnCd = EBT Host response codev. Display an error message to user that includes Return Code from the

EBT Host + text from List Management where Code ID = EBT Host Return Code.

vi. Rollback updates made to the EBTIssuance, EBTIssuedFood, EBTAdjustmentTransaction,EBTAdjustmentFood, and




EBTUniqueIssuance tablesvii. Save updates to the EBTMessageLog and EBTMessageLogResponse

tables viii. Stop processing of the Issue New Benefits or Reissue Benefits

function.

25. Write one EBTIssuance record covering issuance periods that contain new issuance only, as follows. Do not include issuance periods with any participant with (Reissue – New Food Package) or (Reload Balance) and FP Check Box deselected:o IssueDt = current date and time.o EBTIssueTypeCd = ‘ISSU’ (issued).o If the user overrode proration

ProrationOverrideCd = selected Override Reasono Else

ProrationOverrideCd = null.o ProrationReissueOverrideCd = null.o SendDt = null.o SendFileNm = null.o ReadCardContentsXML = null.o OfflineLoadIn = 0.o Write one EBTIssuedFood record for each issuance period with the

aggregation of the food items for the participants with FP Check Box selected, as follows: FirstUseDt = FDTU of the issuance period. LastUseDt = LDTU of the issuance period. PConID = ProdContain.ID of the issued food item cat-subcat. Quantity = Quantity issued. If food item in the food package is Direct Ship



FirstUseDt = FDTU of the issuance period. UniqueIssuanceNR = Next available unique issuance identifier.

o Write one ParticipantEBTIssuance record for each participant with the FP Check Box selected for each issuance period, as follows: Cln_ID = Clinic.ID of the household’s current clinic. SFI_ID = StateFI.ID of the participant’s food package. Part_ID = Participant.ID. PRx_ID = ParticipantRX.ID of the participant’s food package that was

effective for the issuance period. CreateDt = current date and time.




FirstUseDt = FDTU of the issuance period. LastUseDt = LDTU of the issuance period. EBTIssueTypeCd = ‘ISSU’ (issued). ProrationCD =





o Write one ParticipantEBTIssueFood record for each food available for issuance for each issuance period where the user deselected the FP Check Box. Use the Full, 2/3 or 1/3 quantities based on the value of ParticipantEBTIssuance.ProrationCD: FirstUseDt = FDTU of the issuance period. LastUseDt = LDTU of the issuance period. PConID = ProdContain.ID of the food item cat-subcat that was removed

from issuance. Quantity = Quantity issued. If food item in the food package is Direct Ship


DirectShipIn = 0.

26. Write one EBTIssuance record for the periods that include at least one participant with (Reissue – New Food Package) or (Reload Balance) and the FP Check Box is selected, as follows:o IssueDt = current date and time.o If at least one participant has (Reissue – New Food Package)

EBTIssueTypeCd = ‘REIS’ (reissued)o Else




EBTIssueTypeCd = ‘RELO’ (reloaded).o If new issuance also occurred in the current period and the user overrode

the new issuance proration: ProrationOverrideCd = selected New Issuance – Override Reason

o Else ProrationOverrideCd = null.

o If the user overrode reissuance proration for the current period: ProrationReissueOverrideCd = selected Reissuance - Original Reason

o Else ProrationReissueOverrideCd = null.

o SendDt = current date and time.o SendFileNm = Clinic XML Interface File name.o ReadCardContentsXML = GetBenefitBalance results in XML format.o OfflineLoadIn = 0.o Write one EBTIssuedFood record for each issuance period that includes at

least one participant with (Reissue – New Food Package) or (Reload Balance) with FP Check Box selected for each distinct food item. Each EBTIssuedFood record contains the aggregation of the issued, reissued, and reloaded foods for the distinct food items for the issuance period with FP Check Box selected. FirstUseDt = FDTU of the issuance period. LastUseDt = LDTU of the issuance period. PConID = ProdContain.ID of the issued food item cat-subcat. Quantity = Quantity issued. If food item in the food package is Direct Ship




o Write one EBTAdjustmentTransaction, as follows: TransactionDt = current date and time. TransTypeCd = ‘CRDB’. SendDt = current date and time. SendFileNm = Clinic XML Interface File name. UniqueNr = EBTUniqueIssuance.UniqueIssuanceNr from the current

issuance period being adjusted that belongs to the most recent EBTIssuance record for the Economic Unit.

ReadCardContentsXML = GetBenefitBalance results in XML format. ManAdjReasonCd = null. ManAdjReason = null. InitiatingUserID = null.




WorkstationID = null.o Write one EBTAdjustmentFood record for each food item in the current

balance that is not found in the combined food packages for the participants in the Economic Unit and write one EBTAdjustmentFood record for each food item in the combined food packages for the participants in the Economic Unit that was not in the current balance, as follows: PConID = ProdContain.ID of the food that was removed or added to the

current period. Quantity = Quantity removed or added. Quantity is negative for food

items removed. FirstUseDt = FDTU of the current issuance period. LastUseDt = LDTU of the current issuance period.

o Write one EBTIssuance record if any periods exist that do not include any participants with (Reissue – New Food Package) but do include at least one participant with (New Issue) or (Reload Balance) and the FP Check Box is selected, as follows: IssueDt = current date and time. If any participant has (New Issue) and the issuance check box is selected

EBTIssueTypeCd = ‘ISSU’ (issued) Else

EBTIssueTypeCd = ‘RELO’ (reloaded). ProrationOverrideCd = null. ProrationReissueOverrideCd = null. SendDt = current date and time. SendFileNm = Clinic XML Interface File name. If any participant has (Reload Balance) and the FP Check Box is selected

ReadCardContentsXML = GetBenefitBalance results in XML format Else

ReadCardContentsXML = null. OfflineLoadIn = 0.

o Write one EBTIssuedFood record for each issuance period for each distinct food item. Each EBTIssuedFood record contains the aggregation of the issued and reloaded foods for the distinct food item for the issuance period. FirstUseDt = FDTU of the issuance period. LastUseDt = LDTU of the issuance period. PConID = ProdContain.ID of the issued food item cat-subcat. Quantity = Quantity issued. If food item in the food package is Direct Ship







o Write one ParticipantEBTIssuance record for each participant with issued, reissued, or reloaded benefits for each issuance period, as follows: Cln_ID = Clinic.ID of the household’s current clinic. SFI_ID = StateFI.ID of the participant’s food package. Part_ID = Participant.ID. PRx_ID = ParticipantRX.ID of the participant’s food package that was

effective for the issuance period. CreateDt = current date and time. FirstUseDt = FDTU of the issuance period. LastUseDt = LDTU of the issuance period. If participant has (Reissue – New Food Package) for the period

EBTIssueTypeCd = ‘REIS’ (reissued) Else If participant has (New Issue) for the period

EBTIssueTypeCd = ‘ISSU’ (issued) Else If participant has (Reload Balance) for the period

EBTIssueTypeCd = ‘RELO’ (reloaded). ProrationCD =





o Write one ParticipantEBTIssueFood record for each food available for issuance for each issuance period where the user deselected the FP Check Box. Use the Full, 2/3 or 1/3 quantities based on the value of ParticipantEBTIssuance.ProrationCD: FirstUseDt = FDTU of the issuance period. LastUseDt = LDTU of the issuance period.




PConID = ProdContain.ID of the food item cat-subcat that was removed from issuance.

Quantity = Quantity issued. If food item in the food package is Direct Ship


DirectShipIn = 0.

[8.10] Food Benefits Screen – Business Rules – Common For All EBT

Business Rules (Smart Card EBT / Online XeroxConduentConduentConduent EBT / Online CDP EBT) Common Business RulesCommon For All EBTScreen Display Rules

[1.] The FP Check Box is selected by default for all food packages for all eligible participants.Default to checking the checkboxes of food packages for all eligible participants.

1. Display this text beside the participant name when benefits are available for issue or reissue:a. Display ‘(New Issue)’ for new issuance.b. Display ‘(Reissue – New Food Package)’ for reissue caused by a new food

package.c. Display ‘(Reload)’ for reissue not caused by a new food package.

2. Display ‘(XXXXX, Authorized)’ beside the food package name when system parameter FI.ProrateAllowed = Yes and benefits are available for issue or reissue, where XXXXX = Full, 2/3, or 1/3 depending on the proration that is occurring.

3. Display ‘(Authorized)’ beside the food package name when system parameter FI.ProrateAllowed = No and benefits are available for issue or reissue.

4. Display this text beside the food package name when system parameter FI.ProrateAllowed = Yes for a successful issue or reissue, where XXXXX = Full, 2/3, or 1/3 depending on the proration that occurred and MM/DD/YYYY HH:MM:SS AM/PM is the date and time of the activity:a. Display ‘(XXXXX, Issued) MM/DD/YYYY HH:MM:SS AM/PM’ for new issuance.b. Display ‘(XXXXX, Reissued) MM/DD/YYYY HH:MM:SS AM/PM’ for reissuance

caused by a new food package.c. Display ‘(XXXXX, Reloaded) MM/DD/YYYY HH:MM:SS AM/PM’ for reissuance

not caused by a new food package.5. Display this text beside the food package name when system parameter

FI.ProrateAllowed = No for a successful issue or reissue, where MM/DD/YYYY HH:MM:SS AM/PM is the date and time of the activity:



Business Rules (Smart Card EBT / Online XeroxConduentConduentConduent EBT / Online CDP EBT) Common Business RulesCommon For All EBT

a. Display ‘(Issued) MM/DD/YYYY HH:MM:SS AM/PM’ for new issuance.b. Display ‘(Reissued) MM/DD/YYYY HH:MM:SS AM/PM’ for reissuance caused

by a new food package.c. Display ‘(Reloaded) MM/DD/YYYY HH:MM:SS AM/PM’ for reissuance not

caused by a new food package.6. When system parameter FI.ProrateAllowed = Yes and issuance or reissuance is

available and the user deselects the FP Check Box, display ‘(Removing Benefits)’ beside the participant name and ‘(XXXXX, Removing Benefits)’ beside the food package name, where XXXXX = Full, 2/3, or 1/3 depending on the proration that is occurring.

7. When system parameter FI.ProrateAllowed = No and issuance or reissuance is available and the users deselects the FP Check Box, display ‘(Removing Benefits)’ beside the participant name and ‘(Removing Benefits)’ beside the food package name.

8. When system parameter FI.ProrateAllowed = Yes, display ‘(XXXXX, Removed) MM/DD/YYYY HH:MM:SS AM/PM’ for issuance or reissuance that was removed for a participant for an issuance period, where XXXXX = Full, 2/3, or 1/3 depending on the proration that would have occurred.

9. When system parameter FI.ProrateAllowed = No, display ‘(Removed) MM/DD/YYYY HH:MM:SS AM/PM’ for issuance or reissuance that was removed for a participant for an issuance period.

10. If the last activity for a participant for an issuance period is a remove benefits activity, display ‘(Removed)’ beside the participant name and disable the FP Check Box.

11. During food rule verifications and calculations, the final answer is always rounded down.

12. When a participant is issued less than the maximum allowed by the food rules, the user should be allowed to reissue with a higher quantity, up to the maximum allowed by the food rules. This is true for both formula and non-formula foods.

13. The system should never reissue more than the quantity requested in the food package, even if that quantity is less than the food rule maximum.

[2.] The system should allow changes in reissuance food quantities up or down regardless of the original issue amount, up to the maximum by food rule.

14. Reissue should look at the quantity requested in the food package and issue only up to the requested amount, as long as it is less than the maximum food rules.

15. The system should never automatically add quantities to make the reissue equal to the maximum allowable by the food rules.

16. The system performs the Food Benefit Alert Algorithm. See Appendix C: Food Benefit Alert Algorithm in the CS 6a Common Food Screens and Appendices document for details.

17.[3.] The same business rules as found in the Food Package Verification Rules and Automated Food Package Update Algorithm (i.e. applying package changes due to a profile hitting a Change Rule) are applicable to this screen. The system performs the Benefit Calculation Rules including the Proration Rules. See Appendix D: Benefit Calculation Rules and Appendix E: Proration Rules in the CS 6a Common Food Screens and Appendices document for details.




[4.] Display an error message when an existing food package contains a non-contract formula that becomes a contract formula during any of the new months of food issuance. A formula is considered a contract formula for a given issuance period if it has a formula rebate and the FDTU of the period is greater than or equal the rebate effective date and the FDTU is less than or equal the rebate end date.This is based on effective rebate dates as compared to the FDTU of each the new month of issuance.

18. Display an error message when an existing food package contains a contract formula that becomes a non-contract formula during any of the new months of food issuance. A formula is non-contract for a given issuance period if there is no rebate rate where the FDTU of the period is greater than or equal the rebate effective date and the FDTU is less than or equal the rebate end date.

19.[5.] Display an error message if user tries to issue benefits and a Food Package Doc

ID has been deleted for a Food Package that is marked for issuance. “One or more food rows were assigned to deleted Medical Documentation.”

20.[6.] If the family has a breastfeeding dyad, it is evaluated when the user comes onto the Food Benefits panel. a. If the infant that is breastfeeding the most has a verified food package with

formula and the amount of formula is considered “Partial BF Out of Range” then

[b.] IfAnd if the BF woman is ≥> = 6 months post-partum and her FB Issuance is 1, 2, or 3, then display a warning message. “All infants are <Partial BF Out of Range> or <Full Formula>. <BF mother’s name> may not receive benefits for <month>, year.” This stops mom from receiving food benefits.

[7.] Expanding the Food Itemsfood package node shows a grid of food items. 21.[8.] If ProrateAllowed, show whether the package is a Full, 2/3 or 1/3 package,

by appending (Full), (2/3) or (1/3) to the package name.22.[9.] The Prorate fields (in group box) are disabled if there is no new issuance

food benefits that can be prorated. These fields are only available when ProrateAllowed = Yes and ProrateOverride = Yes.

23.[10.] For states that direct ship food items (system parameter System.DirectShipFoodItems set to “Yes”), display “(Direct)” at the end of the line for a food item in the grid that was direct shipped.

[11.] When a user accesses the Food Benefits screen and the Write To Card (Smart Card EBTSmart Card WIC) or Issue Benefits (Online XeroxConduentConduentConduent EBTEPPIC/Online WIC Direct) button is enabled or available benefits in the issuance grid are marked for Transfer, if a user attempts to perform an action using the Printout menu items (except FMNP Receipt) or Card Activity menu items related to PINs or Balance Correction, display a popup message that states “This action is not allowed until the food issuance operation is completed. The user may exit this screen to any other screen or complete the food issuance operation before performing these menu items”. The user can only close this popup message and either complete the issuance operation or leave this screen to access the desired menu item.

Issue Rules[12.] If benefits are available to be issued or reissued, display an error if an




economic unit does not have any food package FP Check Boxes selectedcheckboxes checked.

24.[13.] Aggregate the quantities by subcategory of the active participants’ selected packages for each issue month starting at current month. This must account for any proration of packages as described in the Proration Rules. For more details, see Appendix E: Proration Rules in the CS 6a Common Food Screens and Appendices document.

[14.] An “Issue” or “Reissue” activitytransaction must be logged when benefits are issued successfully.a. An Issue activity is created for the issuance periods where all participants

received new issue.b. A Reissue activity is created for the issuance periods where one or more

participants received reissuance (whether there is a new food package involved or not) even though another participant received new issue for the same period.

25.[15.] When the benefits are issued successfully, the benefits must be captured as Issued for the Issuance time period.

26.[16.] For infants and children < 24 months of age, display a warning message if benefits are available to be issued and there is no Nutrition Interview record (Infant Interview or Child Interview) with Record Date = Today’s Date.

27.[17.] If an infant's current BF Description is Exclusively BF or Prim Excl with No Formula Package (latest InterviewInfant.BFActionCd = Excl BF or Prim Excl/No F Pkg) and there is available issuance based on the 'Food Available Date', validation is based on the infant being considered as a Prim Excl / Comp breastfeeding status. The 'Food Available Date' is calculated as the first day of the first issuance period after the infant has turned six months of age.a. If the FDTU of the issuance period is greater than the computed 'Food

Available Date', allow issuance of complimentary foods even though the infant's BF Description is still exclusively breastfeeding.

b. If the current date is equal to or after the 'Food Available Date', display the error/warning message "Infant's BF description must be updated for food to be issued at this time" and do not issue benefits for the issuance period.

28. If the FP Check Box is deselected for a participant with new issuance for an issuance period, including the current period, at successful completion of the issue process, re-display the issuance periods where FP Check Boxes were deselected. Display those periods expanded, with PREVIEW BALANCE-TO-ISSUE nodes available. Display the participants that were deselected previously with ‘(New Issue)’ beside their names. Display any other participants in the same period with ‘(Reload Benefits)’ beside their names.a. Display ‘(Removed)’ beside the participant’s name.b. Display the food package as “<food package name> (xxxxxx, Removed)

MM/DD/YYYY HH:MM:SS AM, where xxxxxx is the proration value that would have been used to issue.

c. Deselect and disable the FP Check Box.d. Write a record to the ParticipantEBTIssuance table with EBTIssueTypeCd =

‘REMO’.e. Write a record for each removed food to the ParticipantEBTIssueFood table.



Business Rules (Smart Card EBT / Online XeroxConduentConduentConduent EBT / Online CDP EBT) Common Business RulesCommon For All EBTReissuance Rules

29.[18.] If the participant has received current issuance and a certified participant within the economic unit has a food package change date that is in the current issuance period, then display the food benefit for the current issuance period showing the available food packages for all current issuance months starting in the month of the food package change date. For example, if it is May and the participant has received April/May/June, then display May and June with its food package. If it is June and the participant has received April/May/June, then display June with its food package and July/August/September with the new issuance.

30.[19.] When reissuing, use the same FDTU and LDTU for the issuance period that is being reissued.

31.[20.] When the system determines that reissuance is occurring based on a food package change, it must determine the food for the current issuance period as a starting point to determine the food to reissue after subtracting out purchases and adding returned formula. The current issuance period food is determined as follows:a. For new participants in the family, the system determines the food from

their food package based on the normal proration rules.[b.] For existing participants in the family who are not having a package

change, i.e., their benefits are simply being reloaded,, the system determines the food from their food package based on the original proration level (i.e. 1/3, 2/3 or Full).

b.[c.] For existing participants in the family who are having a package change, the system determines the food from their food package as follows: If system parameter FI.AllowProrate = ‘Yes’ and if the system parameter

Food.ReissueProration is set to ‘ORIGINAL’ or if Reissuance - Original is selected, the system uses the original proration level (i.e. 1/3, 2/3 or Full).

If system parameter FI.AllowProrate = ‘Yes’ and if the system parameter Food.ReissueProration is set to ‘CURRENT’ or if Reissuance - Current is selected, the system uses the calculated 1/3, 2/3 or Full proration based on the date that the reissuance is being done. For example, if a participant received Full amounts but arrived on the 24th of the month for reissuance, then 1/3 proration amounts would be used to determine the amount of reissued food allowed.

c.[d.] If all family members are being issued a new food package and the current month has not previously been issued, the Reissuance proration group box is disabled, Reissuance – Original is selected, and Reissuance – Original Reason is blank.

d.[e.] If one or more existing participants are being reissued because they have a new food package, the Reissuance proration group box is enabled and values are set. If Reissuance – Current is selected, it only affects existing participants being reissued because they have a new food package.

[21.] For participants being reissued with a new package, show with the string ‘(Reissue – New Food PackageNew)’ behind the Food Package name with the FP Check Box selected.

[22.] For participants with only a current package, show the string ‘(Reload Balance)’ behind the only that Food Package name with the FP Check Box




selectedcheckbox checked (only choice).32.[23.] Use the participant profile from the original issuance for a given reissuance

month or determine a new participant profile for a given reissuance month based on these criteria: a. When a participant of any Category is being reissued for the current

month and they do not have a food package change, the system should use the participant profile that was stored during the original issuance and they should be reissued the same food package (minus purchases).

b. When a participant with Category = Pregnant, Breastfeeding, or Not Breastfeeding is being reissued for the current month and they do have a food package change, the system should re-calculate their profile based on these characteristics and then re-verify the food package based on the re-calculated profile: Their Category on the current date Their current Multiples value The new food package Special Diet value The new food package Breastfeeding Level value

c. When a participant with Category = Infant or Child is being reissued for the current month and they do have a food package change, the system should re-calculate their profile based on these characteristics and then re-verify the food package based on the re-calculated profile: Their age on the first day of the current issuance period Their Category on the first day of the current issuance period The new food package Special Diet value The new food package Breastfeeding Level value

d. When a participant of any Category is being reissued future months, whether they have a new food package or not, the system should re-calculate their profile for each future month being reissued based on these characteristics and then re-verify the food package based on the re-calculated profile for each reissuance month: For Infants and Children, their age on the first day of the future issuance

period For Infants and Children, the Category that will be effective on the first

day of the issuance period Their current Multiples value The Special Diet value of the food package effective for the future

issuance period The Breastfeeding Level value of the food package effective for the

future issuance period[24.] If the During reissuance, if FP Check Box is deselected for a participant for an

issuance period is unchecked for a future issuance period they have already been issued, including the current period, at successful completion of the reissue process: e. D isplay ‘(Removed)’ beside the participant’s name.f. D isplay the food package as “<food package name> (xxxxxx, Removed)

MM/DD/YYYY HH:MM:SS AM, where xxxxxx is the proration value that would have been used to reissue.




g. Deselect and disable the FP Check Box.h. W rite a record The removed issuance will be writing to the

ParticipantEBTIssuance table with EBTIssueTypeCd = ‘REMO’.i. Write a record for each removed food to the ParticipantEBTIssueFood table.j. Re-display the issuance periods where FP Check Boxes were deselected.

Display those periods expanded, with PREVIEW BALANCE-TO-ISSUE nodes available. Display the participants that were deselected previously with ‘(Reissue – New Food Package)’ beside their names if they have a new food package that has never been issued, otherwise display ‘(Reload Balance)’ beside their names. Display any other participants in the same period with ‘(Reload Benefits)’ beside their names.

Aggregating Benefits and Determining Eligible QuantitiesNOTE: For the sake of clarity in this section, every reference to ‘Write to Card’ refers to the button on the Smart Card WIC version of the Food Package panel and every reference to ‘Issue Benefits’ refers to the button on the Online EPPIC / Online WIC Direct version of the Food Package panel.

Economic Unit Benefits-to-Issue

33. The system follows the same business rules to calculate and display the Economic Unit Benefits-to-Issue node data as it follows to display the Benefits-to-Issue pop-up:

Formula General Business Rulesa. Purchased formula stays with the family when an infant(s) leaves and is

distributed among the participants left behind if they have the same formula in their food package.

b. The system will distribute available formula benefits evenly among the remaining participants that have the same formula. If there is an odd number of purchased cans, the extra odd cans will be distributed by age of infant – from oldest to youngest.

Example 1: If a 10 month old and a 2 month old both have the same formula and 3 cans are purchased, they are distributed so that 2 cans are deducted from the older child and 1 can is deducted from the younger child.

Example 2: If a 10 month old and a 2 month old both have the same formula and 2 cans are purchased, they are distributed so that 1 can is deducted from the older child and 1 can is deducted from the younger child.

c. Formula will always be rounded down in the final issue quantity calculation.d. The system does not allow a negative benefit balance. If distribution of

formula purchases among the remaining participants when a participant is removed from the family produces a negative balance, the system changes




the balance to be issued to zero.e. When more than one infant is in the family with issuance and both infants

have the same formula but the infants are of differing age (for example: 11 months old and 1 month old) the Nutritional Equivalent Coefficient and prepared size must be taken into account when determining the Quantity to be Issued for a reissue.

f. When more than one infant is in the family with issuance and the infants have different formulas but the infants are of differing age (for example: 11 months old and 1 month old) the Nutritional Equivalent Coefficient and prepared size must be taken into account when determining the Quantity to be Issued for a reissue. Additionally if a different formula is reissued as a substitution and a purchase was made of the original formula, that original food item will be accounted for in the pop-up and its Quantity to be Issued will be set to 0.

Non-Formula General Business Rulesg. The system distributes non-formula bundled food items in the order of

bundling preference identified by the Bundle Preference value found on the FM – Food – Subcategory – Details panel.

For example, assume the Bundle Preference values for the milk bundle are: Tofu = 10, Yogurt = 20, Cheese = 30, Milk (51) = 40, and Milk (52) = 50. The system will apply available benefits to Tofu first, Yogurt second, Cheese third, and then whatever is left over would be applied to Milk 51 and Milk 52.

h. Purchased non-formula items stay with the family when participant(s) leave and get distributed among the participants left behind if they have the purchased item(s) in their food package.

i. The system distributes purchased non-formula food items evenly among the participants with the food item in their food package. If non-formula purchases cannot be applied evenly, the extra odd non-formula items are distributed by Category, and then from oldest to youngest participant within the Category. For this purpose, the order of assignment for Category from lowest priority to highest priority is Not Breastfeeding Women, Children, Pregnant Women, Infants, Breastfeeding Women.

Example 1: A family has a Not Breastfeeding Woman, a 2 year old child, and a 3 year old child. The family purchased 5 items of a food that all three participants have in their food packages. The system will assign 2 purchases to the NBF Woman, 2 to the 3 year old, and 1 to the 2 year old.

Example 2: A family has a Pregnant Woman, a 2 year old child, and a 3 year old child. The family purchased 5 items of a food that all three participants have in their food packages. The system will assign 2 purchases to the 3 year old, 2 to the 2 year old, and 1 to the Pregnant Woman.




Example 3: A family has a Breastfeeding Woman, a 2 year old child, and a 3 year old child. The family purchased 5 items of a food that all three participants have in their food packages. The system will assign 2 purchases to the 3 year old, 2 to the 2 year old, and 1 to the Breastfeeding Woman.

j. The system does not allow a negative benefit balance. If distribution of non-formula purchases among the remaining participants when a participant is removed from the family produces a negative balance, the system changes the balance to be issued to zero.

34. There are some situations where reissuance may not give expected results. For the following situations, staff should use the Card Balance Correction/Account Balance Correction function on the system.a. When a 6-11 month old special diet infant is originally issued two formulas

in one food package, they may receive the 4-5 month old quantity in lieu of other infant foods. When some of the formula is purchased and returned and now one or more new formulas are issued, the system cannot correctly determine the proportion of formula returned between the two formulas and may not give expected reissuance results for one or both formulas. Staff should use Card Balance Correction/Account Balance Correction to attain the correct proportion of formula.

b. When a Card Balance Correction/Account Balance Correction is performed, there is no system verification to ensure that the user did not break food rules. After one Card Balance Correction/Account Balance Correction is done for the current month, staff should continue to use this functionality for additional reissuance in the current month.

35. delete the participant’s ParticipantEBTIssuance record which contains the FirstUseDt equal to the future issuance period that was unchecked. This does not apply to the current issuance period.

[41.] Reissuance involves Aggregating the Food Benefits and Determining the Eligible Quantities. [a.] To Aggregate the Food Benefits, complete the following steps: [b.] For each participant, get the appropriate Participant EBTIssuance records for the

FDTU of the current benefit period and the last set of ParticipantEBT Issuance records issued for the current month.

[c.] For each food item, determine if the foods can be considered in a bundled category. (Bundled categories are defined as food categories belonging to the same food rule. For example, cheese, low-fat milk, whole milk, and yogurt are all “bundled” together in dairy related food rules.) Bundled categories require balancing quantities across multiple foods and in reissuance situations, these balancing processes need to take into account the number of participants issued the food and the quantities each participant was supposed to receive.

[d.] Determine the food unit aggregate amount and the list of participants receiving the food item.

[e.] Determine the number of food units assigned to each participant.[f.] Determine the number of food units returned for each participant, when applicable.

(Note that returned units are stored at the aggregate level.)



Business Rules (Smart Card EBT / Online XeroxConduentConduentConduent EBT / Online CDP EBT) Common Business RulesCommon For All EBT[42.] To Determine the Eligible Quantities, complete the following steps:

[a.] Determine the current balance of each food item for the economic unit.[b.] Calculate the amount of food the economic unit is eligible to receive.[c.] Confirm that the foods in the balance exist in all of the calculated aggregate

structures from the previous issuance.[d.] Confirm that the units issued according to the database are reasonable by

comparison to the units read from the card. Adjust the eligible units to account for any participant that might have been retrieved out of an Economic Unit. Their issuance is no longer available to aggregate with the remaining family members.

[e.] Calculate “used units” for each food based on what was issued less the quantity in the economic unit balance.

[f.] Calculate “eligible amount” for each food as the issued quantity less the used units plus the returned formula units (formula only).

[g.] Calculate the decimal issuance code. This is needed for proper rounding so the quantity written back to the card is an allowable unit of measure.

[43.] Review the list of previously issued foods to see if any foods in the old aggregate are no longer part of the food package. If any foods are found, store these in a list of deleted items to be used in the final adjustment records.

[44.] For bundled categories, determine which are non-formula ones and handle them first.[a.] Build a list of foods from the bundled category and determine the overall bundle

maximum by summing the maximum for each participant in the list of bundled foods less the quantity used from the existing aggregate.

[b.] Adjust the maximum of a specific food and the overall bundle maximum in the following situations: The last Economic Unit issuance was a reissue or a transfer. In this case, the

total previously written to the card will have been reduced by purchases prior to the reissue or transfer, so the participant is not eligible for the full food rule maximum.

An infant was issued infant foods, but is now to receive a toddler package. The same participant receiving new foods part of a bundle has to be addressed in the maximum units.The family received a food, purchased most of the quantity, a participant was removed from the family, and now the eligible units for a particular food are less than zero. Adjust other foods in the bundle to fall within the maximum.

Situations where individuals bounce between types of food items (such as wanting milk and cheese, wanting cheese, not wanting cheese, etcetera) and the calculated reissuance balance exceeds the maximum. If this is the case, reduce the food item with the largest quantity to fall into the maximum for the bundle. Give the new item for the bundle preferential treatment to stay at the full value unless it is absolutely necessary to reduce it to stay within the limits.

There is a very specific situation involving an infant who is 6-11 months of age and marked as Special Diet who had originally been issued extra formula in lieu of other infant foods. If all of the formula for the current month was purchased, then a new food package created, on the Food Benefits panel, the system will do the following: Display a pop-up message: “<Infant Name> may not receive extra benefits

because they have already used their maximum formula amount.”




Zero out the issuance values for the foods in the new food package for the participant and subtract the quantity in the infant food package from the aggregated values. This will display on the Food Benefits panel as a “Reissued” food package. Because there is nothing to reissue to the card or to the account, there will not be a REISSUE node on the Audit Trail.

[45.] For bundled categories with formula, follow these steps: [a.] Build a list of participants with their breastfeeding level, which formulas they

already received, quantities, returns, and which new formulas, including quantities, are being received.

[b.] Adjust the maximum of a specific food and the overall bundle maximum in the following situations: The last Economic Unit issuance was a reissue or a transfer. In this case, the

total previously written to the card will have been reduced by purchases prior to the reissue or transfer, so the participant is not eligible for the full food rule maximum.

[c.] For each new formula in the new list of items to be assigned to the Economic Unit, determine if it was part of the old food package. If the formula was in the old package and the Economic Unit purchased units of

the formula, determine the proportion of the amount issued to the participant to the aggregated units in the old package.

Use the proportion determined to subtract units from the amount of new formula issued to the participant. If no units were purchased, then do not alter the issuance quantity.

If the formula was not in the old food package, determine which condition is met: One old formula to one or more new formulas. More than one old formula to the same number of new formulas. More than one old formula to one new formula. None of the above.

If one old formula to one or more new formulas, use the proportion of the new issuance for each participant to calculate a proportional amount of the total formula used by the participant. Use the result to adjust the amount of the new formula the participant is to receive.

If more than one old formula to the same number of new formulas, then do a one to one match. Adjust the amount of formula to be issued to the participant by the amount of formula used.

If more than one old formula to one new formula, then use the sum of the units used by a participant for each of the old formulas to adjust the quantity of the new formula. Consider the old formulas like one bundle of formula to adjust the single formula like someone going from milk and cheese to milk only.

If the condition met was “none of the above”, then leave the formula amount unadjusted. More complicated situations require the user to manually adjust amounts.

Determine the breastfeeding level of the new food package before the tree displays. If the participant is BF Part Out of Range, use the food rule maximum for

reissuance calculations. If the participant is BF Part In Range, look at the WICFormulaLevel table for




the participant’s age and formula type (powder, RTF, concentrate) to determine the maximum for reissuance calculations. Consider proration values for the BF Part In Range maximum.

Example: The system will find that a participant’s BF level = "PART" and the food package has a formula. The system will then look at the maximum food rule and the maximum level based on the units issued. If the new food package has fewer units than the maximum for Part in

Range (PTIN), the PTIN maximum is taken as the maximum and prorated accordingly.

If the units issued fit into the Part out of Range (PTOUT) classification, the prorated food rule maximum is used.

There are some situations where reissuance may not give expected results. For the following situations, staff should use the Card Balance Correction/Account Balance Correction function on the system.

[a.] When a 6-11 month old special diet infant is originally issued two formulas in one food package in lieu of other infant foods and the system allows the issuance of the “extra ounces” of formula. When some of the formula is purchased and returned and now one or more new formulas are issued, the system cannot correctly determine the proportion of formula returned between the two formulas and may not give expected reissuance results for one or both formulas. Staff should use Card Balance Correction/Account Balance Correction to attain the correct proportion of formula.

[b.] When a Card Balance Correction/Account Balance Correction is performed, there is no system verification to ensure that the user did not break food rules. After one Card Balance Correction/Account Balance Correction is done for the current month, staff should continue to use this functionality for additional reissuance in the current month.

RecalculateAdjust Benefits Rules[25.] Enable the Adjust Benefits button if the Economic Unit has new issuance or

reissuance or the Economic Unit has previously issued food benefits for the current and/or a future issuance period and the Economic Unit has an active PAN.If no new issuance or reissuance is available and no benefits are available for transfer and the Economic Unit has previously issued food benefits for the current and/or a future issuance period, enable the Recalculate button.

[26.] When the RecalculateAdjust Benefits button is clicked, the system loads the benefits tree with the reissuance available for each active participant in the Economic Unit for the current and future periods that were previously issued. The FP Ccheck Bbox beside each food package name for each participant for each issuance period is selected. If the last activity was a Removed benefits, a Reload activity is displayed with its FP Check Box selected.of a reissue or reload for a , except for issuance that has been removed.. None of the food packages are new (if any participant has a new food package, the normal reissuance function is triggered and the Write to Card and Issue Benefits Write Remote buttons would be enabled).

[27.] If the user deselects a FP Check Boxclears a check box, the participant’s share of the food items from of that food package for that participant for that issuance period are removed subtracted from the available balance written to the on the EBT card or sent to the EBT Host if the user clicks Write to Card or Issue BenefitsWrite Remote. The user can deselectclear none, one, or many FP




Ccheck Bboxes.[28.] ActivitiesTransactions produced by the RecalculateAdjust Benefits function

appear in the Audit Trail with activitytransaction type = REISSUE.[29.] For the current month, aggregate each food for the participants involved (it is

expected that a participant has been removed from this aggregation), read the card balance or obtain the current balance from the EBT Host, compare each food and write back to the card or EBT host the lesser of the two amounts for each food.

[30.] No All existing participants in the Economic Unitfamily have are not having a package change; therefore, the system determines the food quantities from their food package based on the original proration level (i.e. 1/3, 2/3 or Full).

Transfer Benefits RulesNo Common Business Rules

Write Remote RulesNo Common Business Rules

Mailed RulesNo Common Business Rules

Appointment Kept RulesNo Common Business Rules

Participant Move Rules36.[31.] When participants move to another family, the issuance history must

move with them. (This includes the past issuance periods and associated food items). The current issuance period and future issuance period information is not moved.

EBT Device Interface System (EDIS) Integration Business RulesNo Common Business Rules

New Issuance Proration Override Group Box Rules37.[32.] The New Issuance group box is hidden if system parameter

FI.ProrateAllowed = No.38.[33.] The New Issuance group box is hidden if system parameters

FI.ProrateAllowed = Yes and FI.ProrateOverride = No.39.[34.] The New Issuance group box is visible if system parameters

FI.ProrateAllowed = Yes and FI.ProrateOverride = Yes.[35.] The New Issuance group box is enabled if system parameters

FI.ProrateAllowed = Yes and FI.ProrateOverride = Yes and the Write to Card (Smart Card EBT OnlySmart Card WIC Only) or Issue Benefits (Online XeroxConduentConduentConduent EBTEPPIC / Online CDP EBTOnline WIC Direct) button is enabled and at least one participant in the Economic Unit will




receive new issuance for the current issuance period and the new issuance will be 2/3 or 1/3 prorated.

40.[36.] The New Issuance group box is disabled if system parameters FI.ProrateAllowed = Yes and FI.ProrateOverride = Yes and[a.] The Write to Card (Smart Card EBT OnlySmart Card WIC Only) or Issue

Benefits (Online XeroxConduentConduentConduent EBTEPPIC / Online CDP EBTOnline WIC Direct) button is disabled or

a.[b.] No participants in the Economic Unit are being issued new benefits for the current issuance period or

b.[c.] The system calculated issuance for the current issuance period is Full.

Database Update Rules41. The updates to these tables during issue, reissue, or transfer processing will be

contained within one SQL Transaction and committed to the database together:a. EBTAdjustmentTransactionb. EBTAdjustmentFoodc. EBTIssuanced. EBTIssuedFoode. EBTMessageLogf. EBTMessageLogResponseg. EBTUniqueIssuanceh. ParticipantEBTIssuancei. ParticipantEBTIssueFood



6.17 Family Food Benefits (Static:Code) (Online XeroxConduentConduentConduent EBTEPPIC / Online CDP EBTOnline WIC Direct)

A Family Food Benefits document is automatically sent to the user’s default printer when the user clicks the Issue Benefits button on the Food Benefits screen. The Family Food Benefits document lists the food items available to the family for the current and future issuance periods. For complete details see section 5.5.3 of the CS 0 Clinic Services Overview DFDD.

Family Food Benefits (Static) example



6.18[8.11] Signature Capture – EBT Issuance Pop-UpThis signature capture is embedded into the process of writing food benefits to the card (Smart Card EBT OnlySmart Card WIC Only) or issuing food benefits to the Electronic Benefit Account (EBA) (Online XeroxConduentConduentConduent EBTEPPIC / Online CDP EBTOnline WIC Direct). After the benefits are issued, the signature capture process is initiated.The first screen is an example of what is displayed on the signature pad display screen. The pop-up “Signature Capture to User” is displayed to the WIC system user so that they know what is on the signature pad display screen. When a signature is captured, it can be reviewed here to determine if it is adequate or if another capture is required. For full details about this system component, see the Signature Capture section of the Clinic Services Overview DFDD.The signature pad displays the Text for Display field appended with variable data. The Text for Display text is specific to each system function that displays the signature pad and is maintained using the SA – CS – Signature Pad Text panel. The signature pad device can display approximately 180 total characters, spaces, and punctuation. This is an approximate number because a non-proportional font is used.If the Text for Display plus the variable data appended cannot fit on the display of the signature pad device, the user receives the warning message 'The signature text plus variable data exceed the maximum available display space on the signature pad. The text has been truncated to accommodate the limitation' and the message is truncated to fit on the signature pad. Should this warning occur, state administrative staff must shorten the Text for Display text using the SA – CS – Signature Pad Text panel.

(Smart Card EBT OnlySmart Card WIC Only) Examples of card reader and Signature Capture to User pop-up displayed text.



(Online XeroxConduentConduentConduent EBTEPPIC / Online CDP EBTOnline WIC Direct) Examples of card reader and Signature Capture to User pop-up displayed text.



EBT-Only Business Rules[1.] (Smart Card EBTSmart Card WIC / Online XeroxConduentConduentConduent

EBTEPPIC / Online CDP EBTOnline WIC Direct) Include the PAN and the issuance period from and to dates in the text displayed on the card reader and the Signature Capture to User Pop-Up.



7[9] Audit TrailThe Audit Trail is displayed only when system parameter System.FoodBenefitDeliveryMethod is set to “EBT”. There is no equivalent panel available in FI Only.The Audit Trail displays all of the pertinent information regarding the card history (Smart Card EBT OnlySmart Card WIC Only) or Electronic Benefit Account history (EBA) (Online XeroxConduentConduentConduent EBTEPPIC / Online CDP EBTOnline WIC Direct) from an economic unit issuance period perspective. This is a display only screen. This tree view allows the user to control the amount of information displayed in this “transaction” orientation. Food history information (issuance, reissuance, replacement of the card and the associated benefits, purchases, and food return transactions) is shown in chronological order within the issue period. The details of a transaction can be viewed by expanding the transaction showing an appropriate grid of category/subcategory oriented detail information about the transaction. Card activity information (setup (Smart Card EBTSmart Card WIC / Online XeroxConduentConduentConduent EBTEPPIC / Online CDP EBTOnline WIC Direct), changing the PIN (Smart Card EBT OnlySmart Card WIC Only), unlocking the card (Smart Card EBTSmart Card WIC / Online XeroxConduentConduentConduent EBTEPPIC), designating a hot card (Smart Card EBT OnlySmart Card WIC Only), deactivating a card (Online XeroxConduentConduentConduent EBTEPPIC / Online CDP EBTOnline WIC Direct) is shown with its transaction date within the issuance period that it occurred. Card Corrections (Smart Card EBT OnlySmart Card WIC Only) that are done using the Card Balance Correction function are shown but are not included in any calculated balances. Account Balance Corrections (Online XeroxConduentConduentConduent EBTEPPIC / Online CDP EBTOnline WIC Direct) transmitted from the EBT Host are displayed but are not included in any calculated balances. Quantity to be Issued values modified using the Economic Unit Balance-to-Issue pop-up are displayed but are not included in any calculated balances.



> Foods > Audit Trail <Family Header (See CS Overview)>




[email protected], 04/07/18,

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This is an example of the Audit Trail panel with Remote Issuance benefits waiting to be transmitted and the Cancel Remote button visible.



This is an example of the Card Contents Pop-Up that is displayed when the user clicks the “Click here to see what was read from the card” link in a REISSUE or CARD CORRECTION transaction. In (Smart Card EBT OnlySmart Card WIC Only), the Card Contents Pop-Up displays the benefit balances that were read from the card. In (Online XeroxConduentConduentConduent EBTEPPIC / Online CDP EBTOnline WIC Direct), the Card Contents Pop-Up displays the benefit balances obtained from the EBT Host.

Note: See Appendix A: EBT Foods Screens Comparison in the CS 6a document for a matrix showing the purpose, the level of data, the length of data span, the ability to update, what data is managed, and the dates covered on this and other EBT Foods screens.



Control DescriptionEconomic Unit This contains the name(s) of the economic units in the family.

Display the concatenation of economic unit name + “ – “ + economic unit number.Type List Box (Sort Economic Units alphabetically)Required YesDB Column IncomeFamily.Description

IncomeFamily.EconomicUnitNrBenefitFamily.FFFamilyID

Code ID IncomeFamily table lookupInclude Archive When this check box is selected, all EBT data (archived and non-

archived) for the economic unit is included in the data grid display. The non-archived versus archived data is dependent on how a state has set up its archive EBT data process.

Note: This feature is disabled if the user is operating in disconnected mode.Type Check BoxDisplay Only No Calculated NoDB Column Not Stored

Print Balance The Print Balance command button allows the printing of the food benefits from the MPSC WIC system’s perspective. This may be different than the benefits that exist on the card or EBA because purchases may have occurred, but have not been received from the EBT settlement system or EBT Host.Type Command ButtonHot Key Alt + P

Cancel Remote(Smart Card EBT OnlySmart Card WIC Only)

The Cancel Remote command button cancels a remote issuance transaction that has a status of NOTS (Not Sent) or AVAL (Available).Type Command ButtonHot Key Alt + C



Control DescriptionIssuance This list box determines which food benefits issuance periods to

print if the Print Balance button is pressed.Type List BoxRequired YesDB Column Not storedCode ID The list box is populated with each issuance

period that has food benefits issued but are not in the past (i.e. current and future periods). Additionally, if multiple issuance periods are available, then a selection entitled “All Remaining” is created. “All Remaining” prints all current and future periods of issued food benefits. Sort the list with “All Remaining” at the top as default followed by the most future period to the current period.

<periods> This contains periods ordered from most recent to oldest. The periods are based on the latest issuance’s First Date to Use (FDTU) and the Last Date To Use (LDTU) for the food benefits. FDTU is the first date that foods can be used to purchase food benefits. LDTU is the last date that foods can be used to purchase food benefits. Type Tree viewLevel 1st Format mm/dd/yyyy – mm/dd/yyyy DB Column See business rule 15.



Control Description<transaction line> Depending on the transaction type, the summary information

displayed in the grid detail information displayed (when expanded) may be different. The transaction types that are available include:BALANCE: This is the balance that the system calculates to be on the card or EBA (based on its respective transactions shown below from the previous ISSUE or REISSUE). A BALANCE is found after every PURCHASE.ISSUE or REISSUEBENEFITS: This is when a card has benefits written to it. (Smart Card EBT OnlySmart Card WIC Only) TRANSFER BENEFITS: This is when a card has benefits written to it. CREDIT/DEBIT: This is a system calculated amount of food benefits before each REISSUE to show the food benefit change during a current month.(Smart Card EBT OnlySmart Card WIC Only) CARD CORRECTION: This is the amount for each individual category/subcategory food item change that occurred during a Card Balance Correction function.(Online XeroxConduentConduentConduent EBTEPPIC / Online CDP EBTOnline WIC Direct) BALANCE CORRECTION: This is the amount for each individual category/subcategory food item change that occurred during an account balance correction function performed by the EBT Host.EU BALANCE-TO-ISSUE This is the Quantity to be Issued amounts that were modified using the Economic Unit Balance-to-Issue pop-up prior to issuing benefits. This transaction type displays EBTAdjustmentTransaction data where TransTypeCd = ‘B2I’. PURCHASE: This is when a card or EBA has benefits redeemed by a purchase at a store.RETURNED FORMULA: This is when a client returns unused formula from a purchase. Usually this is due to the client requesting formula changes and a reissuance.SETUP, REPLACEMENT CARD SETUP, and UNLOCK: These are card operations transactions that are tracked.(Smart Card EBTSmart Card WIC / Online CDP EBTOnline WIC Direct) CHANGE PIN: These are card operations transactions that are tracked.(Smart Card EBT OnlySmart Card WIC Only) FORGOTTEN PIN, and REINSTATE: These are card operations transactions that are tracked.HOT CARD: This is when a card has been hot carded or deactivated using the Card Operations panel.Type Tree viewLevel 2nd



Control DescriptionFormat BALANCE – See business rule #1

(Smart Card EBT OnlySmart Card WIC Only) ISSUE, REISSUE or TRANSFER BENEFITS – See business rule #2(Online XeroxConduentConduentConduent EBTEPPIC / Online CDP EBTOnline WIC Direct) ISSUE or REISSUE BENEFITS – See business rule #3CREDIT/DEBIT – See business rule #4(Smart Card EBT OnlySmart Card WIC Only) CARD CORRECTION – See business rule #5(Online XeroxConduentConduentConduent EBTEPPIC / Online CDP EBTOnline WIC Direct) BALANCE CORRECTION – See business rule #6PURCHASE – See business rule #7RETURNED FOOD – See business rule #8SETUP, CHANGE PIN and UNLOCK – See business rule #9(Smart Card EBT OnlySmart Card WIC Only) HOT CARD – See business rule #10(Online XeroxConduentConduentConduent EBTEPPIC / Online CDP EBTOnline WIC Direct) DEACTIVATE CARD – See business rule #11EU BALANCE-TO-ISSUE – See business rule #13

DB Column Not StoredBALANCE data grid This grid shows the calculated amount for each individual

subcategory that should be currently on the card or EBA.Type Read Only Data Grid

Category / Subcategory

The category / subcategory of the food calculated to be on the card.Type Text BoxRequired NALength NAValidation Mask of 99 999 xxxxx where 99 999 is the


Display Only Yes Calculated YesDB Column Not Stored



Control DescriptionUnits The units of the subcategory calculated to be on the card or EBA.

Type Text BoxRequired NALength 5.2Validation NA, Mask of ZZ9.99Display Only Yes Calculated YesDB Column Not Stored

UOM The UOM of the subcategory calculated to be on the card or EBA.Type Text BoxRequired NALength NAValidation NADisplay Only Yes Calculated YesDB Column Not stored

CARD CORRECTION data grid(Smart Card EBT OnlySmart Card WIC Only)

BALANCE CORRECTIONdata grid(Online XeroxConduentConduentConduent EBTEPPIC / Online CDP EBTOnline WIC Direct)

EU BALANCE-TO-ISSUE data grid

(Smart Card EBT OnlySmart Card WIC Only) This grid shows the amount for each individual category/subcategory food item change that occurred during a Card Balance Correction function. Card corrections do not have any impact to the calculated balances on this screen.

(Online XeroxConduentConduentConduent EBTEPPIC / Online CDP EBTOnline WIC Direct) This grid shows the amount for each individual category/subcategory food item change that occurred during an account balance correction function performed by the EBT Host. Balance corrections do not have any impact to the calculated balances on this screen.

This grid shows the amount that Quantity to be Issued was adjusted for each individual category/subcategory food item change that occurred on the Economic Unit Balance-to-Issue pop-up prior to issuance. EU BALANCE-TO-ISSUE corrections do not have any impact to the calculated balances on this screen.Type Read Only Data Grid



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Control DescriptionCategory / Subcategory Changes

The category / subcategory of the food item.



Display Only Yes Calculated YesDB Column EBTAdjustmentFood.PCONId

Units (Smart Card EBT OnlySmart Card WIC Only) The units of the subcategory added to (positives) or subtracted from (negatives) the card during the Card Balance Correction function.

(Online XeroxConduentConduentConduent EBTEPPIC / Online CDP EBTOnline WIC Direct) The units of the subcategory added to (positives) or subtracted from (negatives) the EBA during the Balance Correction function performed at the EBT Host.

EU BALANCE-TO-ISSUE The units added (positives) or subtracted (negatives) from the Quantity to be Issued of the subcategory using the Economic Unit Balance-to-Issue pop-up.Type Text BoxRequired NALength 5.2Validation NA, Mask of -ZZ9.99Display Only Yes Calculated YesDB Column EBTAdjustmentFood.Quantity

UOM The UOM of the subcategory.Type Text BoxRequired NALength NAValidation NADisplay Only Yes Calculated YesDB Column ProdContainer.ContainerSizeCd



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Control DescriptionISSUE or REISSUE data grid(Smart Card EBTSmart Card WIC / Online XeroxConduentConduentConduent EBTEPPIC / Online CDP EBTOnline WIC Direct)

TRANSFER data grid(Smart Card EBT OnlySmart Card WIC Only)

This grid shows individual subcategories that were aggregated for the overall issuance, reissuance or transfer benefits.

Type Read Only Data GridCategory / Subcategory

The category / subcategory of the food.



Display Only Yes Calculated YesDB Column EBTIssuedFood.PCon_ID (Online)

EBTRemoteIssuedFood.PCon_ID (Remote)Units The units of the subcategory.

Type Text BoxRequired NALength 5.2Validation NA, Mask of ZZ9.99Display Only Yes Calculated YesDB Column EBTIssuedFood.Quantity (Online)

EBTRemoteIssuedFood.Quantity (Remote)



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Control DescriptionUOM The UOM of the subcategory.

Type Text BoxRequired NALength NAValidation NADisplay Only Yes Calculated NoDB Column ProdContainer.ContainerSizeCd (Online and

Remote)FDTU The FDTU of the subcategory issued, reissued or replaced.

Type Text BoxRequired NALength Mask of mm/dd/yyyyValidation NADisplay Only Yes Calculated NoDB Column EBTIssuedFood.FirstUseDt (Online)

EBTRemoteIssuedFood.FirstUseDt (Remote)LDTU The LDTU of the subcategory issued, reissued or replaced.

Type Text BoxRequired NALength Mask of mm/dd/yyyyValidation NADisplay Only Yes Calculated NoDB Column EBTIssuedFood.FirstUseDt (Online)

EBTRemoteIssuedFood.LastUseDt (Remote)



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Control DescriptionDirect This indicates whether a food was direct ship or not. ISSUE or RE-ISSUE data grid(Smart Card EBTSmart Card WIC / Online XeroxConduentConduentConduent EBTEPPIC / Online CDP EBTOnline WIC Direct)

TRANSFER data grid(Smart Card EBT OnlySmart Card WIC Only)

Type Text Box

Required NALength NAValidation Mask of Yes or NoDisplay Only Yes Calculated NoDB Column EBTIssuedFood.DirectShipIn (Online only)

CREDIT/DEBIT data grid

This grid shows the calculated changes, if any, due to the REISSUE during a current month.Type Read Only Data Grid


The category / subcategory of the food.



Display Only Yes Calculated NoDB Column Not Stored



Control DescriptionUnits The units of the subcategory.

Type Text BoxRequired NALength 5,2Validation NA, Mask of –ZZ9.99Display Only Yes Calculated YesDB Column Not Stored

UOM The UOM of the subcategory.Type Text BoxRequired NALength NAValidation NADisplay Only Yes Calculated YesDB Column Not Stored

PURCHASE data grid This grid shows each individual UPC/PLU purchase that was part of the overall purchase transaction.Type Read Only Data Grid


The category / subcategory with which the UPC/PLU Purchase was associated.Type Text BoxRequired NALength NAValidation Mask of 99 999 xxxxx where 99 999 is the


Display Only Yes Calculated NoDB Column ARFE2.CategoryNr + ARFE2.SubCategoryNr +

Product.Name



Control DescriptionUnits The units that the purchase detail line represents from the

subcategory perspective. For instance, milk has a unit of measure defined in quarts. A purchase line where two 1 gallon milks were purchased would be 8.0 units. Type Text BoxRequired NALength 5,2Validation NA, Mask ZZ9.99Display Only Yes Calculated NoDB Column ARFE2.PurchasedUnits

UOM The UOM of the subcategory.Type Text BoxRequired NALength NAValidation NADisplay Only Yes Calculated NoDB Column ProdContainer.ContainerSizeCd

UPC/PLU The UPC Number or PLU Number of the purchase detail line. Type Text BoxRequired NALength NAValidation NADisplay Only Yes Calculated NoDB Column Read DetailProduct table where ARFE2.UPCPLU

is equal DetailProduct.StoredUPC and display DetailProduct.UPC.

UPC/PLU Name The UPC or PLU product name of the purchase detail line.Type Text BoxRequired NALength NAValidation NADisplay Only Yes Calculated NoDB Column DetailProduct.Description



Control DescriptionClaimed Amt The amount the vendor claimed he was owed for the purchase

detail line.Type Text BoxRequired NALength NAValidation Mask $Z,ZZ9.99Display Only Yes Calculated NoDB Column ARFE2.ClaimedAmt

Paid Amt The amount actually paid to the vendor for the purchase detail line.Type Text BoxRequired NALength NAValidation Mask $Z,ZZ9.99Display Only Yes Calculated NoDB Column ARFE2.PaidAmt

RETURNED FORMULA data grid

This grid shows each individual subcategory that was part of the overall returned formula transaction.Type Read Only Data Grid


The category / subcategory of the returned formula.



Display Only Yes Calculated NoDB Column ReturnedFormula.PCon_ID

Units The units of the subcategory returned.Type Text BoxRequired NALength NAValidation Mask ZZ9.99 Display Only Yes Calculated NoDB Column ReturnedFormula.Quantity



Control DescriptionUOM The UOM of the subcategory.


Business RulesGeneral Business Rules1. BALANCE (2nd level format): Display the word “BALANCE (calculated)” (with sample

grid) to show the expected balance that would be on the card.[2.] (Smart Card EBT OnlySmart Card WIC Only) ISSUE, REISSUE, TRANSFER (2nd level

format). Data for issuance comes from the EBTIssuance and EBTIssuedFood tables. Concatenation of the following (with the sample grid):

a. “ISSUE:” Benefits placed on card using Write To Card for the first write for an issuance period, “REISSUE:” Benefits placed on card using Write To Card if it is any other re-write after the first write for the issuance period. “TRANSFER:” Benefits placed on card using Transfer Benefits button.

b. Transaction Date and Time. Mask of MM/DD/YYYY HH:MM:SS AMc. “ (“d. PAN issued to. Mask of 99999999-99999999.e. mm/dd/yyyy–mm/dd/yyyy (FDTU–LDTU)f. User ID that executed the transaction.g. The Economic Unit’s local agency ID and clinic ID at the time of issue, reissue,

or transfer. Mask of 99-999.h. “Mailed” (if mailed indicator was set).i. Mailed Reason (if mailed indicator was set).j. “Remote – Loaded” (if EBTIssuance.RemoteLoadIn is true).k. “)“

[3.] (Online XeroxConduentConduentConduent EBTEPPIC / Online CDP EBTOnline WIC Direct) Online ISSUE or REISSUE (2nd level format). Data for issuance and reissuance comes from the EBTIssuance and EBTIssuedFood tables. Concatenation of the following (with the sample grid):

a. “ISSUE:” Benefits sent to the EBT Host using Issue Benefits for the first write for an issuance period, “REISSUE:” Benefits sent to the EBT Host using Issue Benefits if it is any other re-write after the first write for the issuance period.

b. Transaction Date and Time. Mask of MM/DD/YYYY HH:MM:SS AMc. “ (“d. PAN issued to. Mask of 99999999-99999999.e. mm/dd/yyyy–mm/dd/yyyy (FDTU–LDTU)f. User ID that executed the transaction.g. The Economic Unit’s local agency ID and clinic ID at the time of issue or reissue.



Business RulesMask of 99-999.

h. “)“2.[4.] CREDIT/DEBIT (2nd level format): Display the word “CREDIT/DEBIT (calculated)” (with

sample grid) before or below each REISSUE if there has been any changes to the food contents on the card or EBA due to the REISSUE during a current month. If no changes, then a preceding ISSUE or BALANCE shows the contents on the card or EBA. Concatenate the same text as found on the associated REISSUE line except the Mailed portion.

[5.] (Smart Card EBT OnlySmart Card WIC Only) CARD CORRECTION (2nd level format): Concatenation of the following (with the sample grid):

a. “CARD CORRECTION” b. Transaction Date and Time. Mask of MM/DD/YYYY HH:MM:SS AMc. “ (“d. PAN Mask of 99999999-99999999.e. ID of user who executed the transaction.f. The Economic Unit’s local agency ID and clinic ID on the card at the time of the

transaction. Mask of 99-999. “)“[6.] (Online XeroxConduentConduentConduent EBTEPPIC / Online CDP EBTOnline WIC

Direct) BALANCE CORRECTION (2nd level format): Concatenation of the following (with the sample grid):NOTE: The EBT Host can process a BALANCE CORRECTION for a prior issuance period. For example, the EBT Host could process an adjustment on May 3, 2014 for a purchase in the 4/1/2014 to 4/30/2014 issuance period. In this case the BALANCE CORRECTION will appear correctly in the 4/1/2014 to 4/30/2014 issuance node.

a. “BALANCE CORRECTION” b. Transaction Date and Time. Mask of MM/DD/YYYY HH:MM:SS AMc. “ (“d. EBTAdjustmentTransaction.ManAdjReasonCd.e. If EBTAdjustmentTransaction.InitiatingUserID is not null, then

i. EBTAdjustmentTransaction.InitiatingUserID.ii. EBTAdjustmentTransaction.WorkstationID.iii. “EBT Host’

f. Elsei. ID of user who executed the transaction.ii. The Economic Unit’s local agency ID and clinic ID at the time of the

transaction with a mask of 99-999.g. “)“

3.[7.] PURCHASE (2nd level format): Concatenation of the following (see sample):a. “PURCHASE: “b. ARFD4.LocalTxnDtTime - Transaction Date and Time. Mask of MM/DD/YYYY

HH:MM:SS AMc. “ (“d. ARFD4.CardNr - PAN purchased against. Mask of 99999999-99999999.e. ARFD4.TraceNr - System Trace Audit Number. Mask of ZZZZZZZZ9.f. ARF.VendID + Vendor.StoreName - Vendor ID and Name. Mask of 99-999



Business RulesXXXXXX.

g. ARFD4.PaidAmt - Total paid amount. Mask of $ZZ9.99. This is the ARF Paid Amount from the EBT Host Interface which is expected to be the settled amount as received from EBT Host system.

h. “)“4.[8.] RETURNED FORMULA (2nd level format): Concatenation of the following (see sample):

a. “RETURNED FORMULA: “b. Transaction Date and Time. Mask of MM/DD/YYYYc. ”(“ d. ID of user who executed the transaction.e. “)"

5.[9.] SETUP, CHANGE PIN, UNLOCK, FORGOTTEN PIN, REINSTATE (2nd level format):a. Values:

i. “SETUP”: When the card was setup using the Card Operation Initial Setup command.

[ii.] (Smart Card EBTSmart Card WIC / Online CDP EBTOnline WIC Direct) “CHANGE PIN”: When a Card Activity Change PIN transaction was successful.

[iii.] (Smart Card EBTSmart Card WIC / Online XeroxConduentConduentConduent EBTEPPIC / Online CDP EBTOnline WIC Direct) “UNLOCK”: When a Card Activity Unlock transaction was successful.

[iv.] (Smart Card EBT OnlySmart Card WIC Only) “FORGOTTEN PIN”: When a Card Activity Forgotten PIN transaction was successful.

[v.] (Smart Card EBT OnlySmart Card WIC Only) “REINSTATE”: When card was setup using the Card Operation Reinstate command.

b. Transaction Date and Time. Mask of MM/DD/YYYY HH:MM:SS AMc. “ (“d. PAN with a Mask of 99999999-99999999.e. ID of user who executed the transaction.h. The Economic Unit’s local agency ID and clinic ID on the card at the time of the

transaction. Mask of 99-999.f. “)“

[10.] (Online XeroxConduentConduentConduent EBTEPPIC / Online CDP EBTOnline WIC Direct) SETUP or UNLOCK (2nd level format):

g.[a.] Values:i. “SETUP”: When the card was setup using the Card Operation Initial

Setup command.ii. “UNLOCK”: When a Card Activity Unlock transaction was successful.

h.[b.] Transaction Date and Time. Mask of MM/DD/YYYY HH:MM:SS AMi.[c.] “ (“j.[d.] PAN with a Mask of 99999999-99999999.k.[e.] ID of user who executed the transaction.i. The Economic Unit’s local agency ID and clinic ID at the time of the

transaction. Mask of 99-999.



Business Rulesl.[f.] “)“

[11.] (Smart Card EBT OnlySmart Card WIC Only) HOT CARD, REPLACEMENT CARD SETUP (2nd level format):

m.[a.] HOT CARD (xxxxxx, MM/DD/YYYY): or REPLACEMENT CARD SETUP (xxxxxx, MM/DD/YYYY): When a card is hot carded successfully in the Card Operation screen using the Hot Card or Replace Setup buttons, the ‘xxxxxx’ is replaced by the reason code (Lost, Stolen, etc.) The MM/DD/YYYY is replaced by the hot card effective date.

n.[b.] Transaction Date and Time. Mask of MM/DD/YYYY HH:MM:SS AMo.[c.] “ (“p.[d.] PAN hot carded. Mask of 99999999-99999999.q.[e.] ID of user who executed the transaction.r.[f.] The Economic Unit’s local agency ID and clinic ID at the time of the

transaction. Mask of 99-999.s.[g.] “)“

[12.] (Online XeroxConduentConduentConduent EBTEPPIC / Online CDP EBTOnline WIC Direct) DEACTIVATE CARD, REPLACEMENT CARD SETUP (2nd level format):

t.[a.] DEACTIVATE CARD (xxxxxx, MM/DD/YYYY): or REPLACEMENT CARD SETUP (xxxxxx, MM/DD/YYYY): When a card is deactivated successfully in the Card Operation screen using the Deactivate Card or Replace Setup buttons, the ‘xxxxxx’ is replaced by the reason code (Lost, Stolen, etc.) The MM/DD/YYYY is replaced by the deactivate card effective date.

u.[b.] Transaction Date and Time. Mask of MM/DD/YYYY HH:MM:SS AMv.[c.] “ (“w.[d.] PAN hot carded. Mask of 99999999-99999999.e. If EBTCardTransaction.InitiatingUserID is not null, then

i. EBTCardTransaction.InitiatingUserID.ii. EBTCardTransaction.WorkstationID.iii. “EBT Host’

f. Elsei. ID of user who executed the transaction.ii. The Economic Unit’s local agency ID and clinic ID at the time of the


6.[13.] EU BALANCE-TO-ISSUE (2nd level format): Concatenation of the following (with the sample grid):

a. “ EU BALANCE-TO-ISSUE” b. Transaction Date and Time. Mask of MM/DD/YYYY HH:MM:SS AMc. “ (“d. EBTAdjustmentTransaction.ManAdjReasonCd.e. If EBTAdjustmentTransaction.InitiatingUserID is not null, then

i. EBTAdjustmentTransaction.InitiatingUserID.ii. EBTAdjustmentTransaction.WorkstationID.iii. “EBT Host’

f. Else



Business Rulesi. ID of user who executed the transaction.ii. The Economic Unit’s local agency ID and clinic ID at the time of the


7. Display issuance month level (1st) most future month to the oldest.8.[14.] Default issuance month level (1st) to be collapsed for all except the current month

to be expanded with its transactions expanded to the transaction level. Focus the most future month at the top of the box.

9.[15.] Display food transaction level (2nd) oldest to most recent order.10.[16.] Hide Direct column in grid for states that do not direct ship food items (system

parameter System.DirectShipFoodItems set to “No”)11.[17.] ‘Periods’ are determined by the economic unit’s latest issuance FDTU and LDTU.

In a majority of cases, a family has consistent issuance periods (from its origin on WIC). If no issuance has occurred, use the 1st of the month. The following is how to determine where to put the various transactions based on this bucket (date to use to ‘slot’ and sort into period bucket).

a. ISSUE, REISSUE and TRANSFER– slot by First Date to Use, sort by issue or create date

b. RETURNED FORMULA – slot by First Date to Use, sort by return datec. CARD CORRECTION, BALANCE CORRECTION, EU BALANCE-TO-ISSUE,

PURCHASE, SETUP, REPLACEMENT CARD SETUP, CHANGE PIN, UNLOCK, FORGOTTEN PIN, REINSTATE, HOT CARD, and DEACTIVATE CARD - slot and sort using transaction date

12.[18.] Grids are created as a text based table using set widths and non-proportional fonts. All grids are sorted by the category number, the subcategory number and the food name. The following list is the properties of this approach with a sample:

a. Heading row is bold 9 pt courier fontb. Detail rows are 9 pt courier fontc. Starting with first row, every other row is shaded light grayd. Capitalized code values instead of the English in the UOM fielde. Fixed widths (data may be truncated)

13.[19.] Include Archive checkbox includes archived data based on the value of the ClinicServicesNumberOfDaysBeforeArchivingEBTData parameter. The FDTU of the issuance periods are used to determine whether data is considered archived or not. EBT transactions within issuance periods whose FDTU is earlier than today’s date plus the value of ClinicServices.NumberOfDaysBeforeArchivingEBTData are considered archived data.

[20.] (Smart Card EBT OnlySmart Card WIC Only) If any remote issue transaction exists for the current issuance month or a future issuance month, and the status of the remote transaction is ‘NOTS’ or ‘AVAL’, enable the Cancel Remote button and make it visible.

[21.] (Smart Card EBT OnlySmart Card WIC Only) If no remote issue transaction exists for the current issuance month or a future issuance month with a status of ‘NOTS’ or ‘AVAL’, make the Cancel Remote button invisible.

[22.] (Smart Card EBT OnlySmart Card WIC Only) When the Cancel Remote button is



Business Rulesclicked, read the card to check the Status Change Reason for Remote Smartcard Loading on the card:

a. If the Status Change Reason is set to 17 (remote load has occurred), display a question to the user: “A remote loading of benefits has not yet been recorded in your WIC clinic system. Click OK to update <state system name> and save now. Click Cancel to make no update now.” If the user responds ‘OK’, then the system updates the database as if it was remotely loaded from the vendor interface. This involves copying the remote issuance data into the primary issuance data as well as updating the remote tables (Status to Loaded, Load File Name to ‘Online’ but the Vend_ID remains unknown). If the user responds ‘Cancel’, do not make any updates.

b. If the Status Change Reason is NOT set to 17, display this confirmation message to the user: “You are going to cancel the remote food benefit issuance for the EBT card. The food benefit issuance will no longer be available for remote loading. Is that what you want to do?” If the user responds Yes, update the remote table (Status to Cancel, CancelDt to current date). If the user responds No, do not make any updates.

[23.] (Smart Card EBT OnlySmart Card WIC Only) Smart Card EBTSmart Card WIC ISSUE and REISSUE (2nd level format). These Audit Trail lines display remote issuance transactions in Not Sent, Available, or Cancelled status. Data for remote issuance comes from the EBTRemoteIssuance and EBTRemoteIssuedFood tables. Display the concatenation of the following data (with the sample grid):

c.[a.] “ISSUE:” (If EBTRemoteIssuance.EBTIssueTypeCd = ‘ISSU’) or “REISSUE:” (If EBTRemoteIssuance.EBTIssueTypeCd = ‘REIS’).

d.[b.] Transaction Date and Time. Mask of MM/DD/YYYY HH:MM:SS AM. If EBTRemoteIssuance.StatusCd = ‘NOTS’, display EBTRemoteIssuance.InsertDt. If EBTRemoteIssuance.StatusCd = ‘AVAL’, display EBTRemoteIssuance.SentDt. If EBTRemoteIssuance.StatusCd = ‘CANC’, display EBTRemoteIssuance.CancelDt.

e.[c.] “ (“f.[d.] PAN issued to. Mask of 99999999-99999999.g.[e.] mm/dd/yyyy–mm/dd/yyyy (EBTRemoteIssuedFood.FirstUseDt and

EBTRemoteIssuedFood.LastUseDt) h.[f.] User ID that executed the transaction.i.[g.] The Economic Unit’s local agency ID and clinic ID at the time of issue or

reissue. Mask of 99-999.j.[h.] “Remote – Not Sent” (if EBTRemoteIssuance.StatusCd = ‘NOTS’) or “Remote –

Pending” (if EBTRemoteIssuance.StatusCd = ‘AVAL’) or “Remote – Cancelled” (if EBTRemoteIssuance.StatusCd = ‘CANC’).

k.[i.] “)“14.[24.] BALANCE (calculated) is displayed:

a. After a MANUAL ADJUSTMENT transaction.b. After a PURCHASE transaction.c. At end of the Issuance Period; if issued food exists and nothing else triggered a

balance since the last (re)issuance. d. Before a HOT CARD or DEACTIVATE CARD transaction is displayed if issued food

exists, and nothing else triggered a balance.15.[25.] BALANCE (calculated) is calculated:

a. Starting with food quantities of the last ISSUE, REISSUE or TRANSFER BENEFITS



Business Rulestransaction.

b. Subtract the food quantities from the PURCHASE transaction based on the vendor specified category and subcategory as found in the UPC Detail (ARFE2) records.

c. Add the food quantities from the RETURN FORMULA transaction.d. Subtract or add the food quantities from the CARD CORRECTION or BALANCE

CORRECTION transaction.e. Display positive or negative quantities. A row is not shown when the quantity is

calculated as zero. This includes direct ship items that are considered purchased upon issuance, so their remaining balance is zero.

16.[26.] In a disconnected clinic or a clinic operating in NDT mode, the FORGOTTEN PIN and CHANGE PIN are now shown.

[27.] (Smart Card EBT OnlySmart Card WIC Only) The first row in the grid of the CARD CORRECTION is a link that when pressed displays in a pop-up the Food Contents that was read on the card for current period. It is stored as an XML file (format defined in CS 0 Card Correction DFDD). It displays in another window in XML format. The data can be manually copied out. If it is stored in a file with an .XML extension; it could be viewed as defined by the workstation’s setup for displaying XML files.

[28.] (Online XeroxConduentConduentConduent EBTEPPIC / Online CDP EBTOnline WIC Direct) The first row in the grid of the BALANCE CORRECTION is a link that when pressed displays in a pop-up the Food Contents current balances that were obtained from the EBT Host for current period. It is stored as an XML file (format defined in CS 0 Card Correction DFDD). It displays in another window in XML format. The data can be manually copied out. If it is stored in a file with an .XML extension; it could be viewed as defined by the workstation’s setup for displaying XML files.

[29.] (Smart Card EBT OnlySmart Card WIC Only) The first row in the grid of the REISSUE is a link that when pressed displays in a pop-up the Food Contents that was read on the card for the current period. This was the starting point for the food calculation to determine what food is available to put back on the card. The contents are stored as an XML file (format defined in EBT Food Benefits section of this DFDD). It displays in another window in XML format. The data can be manually copied out. If it is stored in a file with an .XML extension; it could be viewed as defined by the workstation’s setup for displaying XML files.

[30.] (Online XeroxConduentConduentConduent EBTEPPIC / Online CDP EBTOnline WIC Direct) The first row in the grid of the REISSUE is a link that when pressed displays in a pop-up the Food Contents current balances that were obtained from the EBT host for the current period. This was the starting point for the food calculation to determine what food is available to reissue to the EBT Host. The contents are stored as an XML file (format defined in EBT Food Benefits section of this DFDD). It displays in another window in XML format. The data can be manually copied out. If it is stored in a file with an .XML extension; it could be viewed as defined by the workstation’s setup for displaying XML files.

17.[31.] The box that encapsulates the grids within the main panel expands to fit the screen regardless of resolution when a screen is minimized or maximized. A minimal border is maintained during this expansion.

18.[32.] If the Economic Unit has been end dated, append '(Inactive)' to the information shown in the dropdown.

EBT Device Interface System (EDIS) Integration Business Rules[33.] Cancel Remote command button. (Put client card in the card reader.) (Smart Card



CI-136


CI-136


Business RulesEBT OnlySmart Card WIC Only)

a. Status bar message = DisplayText of ‘Insert_Card’b. EDIS: Display (DisplayText of ‘Insert_Card’) Note: The language for the Display

Text found in the EDIS: Display is based on the Family’s Printout Language. If Spanish, Spanish is used. If any other value, English is used.

c. EDIS: ReadPAN () PANd. Valid WIC EBT Card

a. Check that this is the active card for this economic unit.b. If EU Active card

Status bar message = DisplayText of ‘Read_Data’ EDIS: Display (DisplayText of ‘Read_Data’) EDIS: ReadCardState () Card State If Status Change Reason is 17

See logic in BR #18. EDIS: Display (DisplayText of ‘Default’) Status bar message = “Ready

Else EDIS: Display (DisplayText of ‘Default’) Next step

e. Else Display a popup error message “Card is not an active card for this

family”. EDIS: Display (DisplayText of ‘Default’) Status bar message = “Ready

7.1[9.1] Food Benefit Listing (Static)The Food Benefit Listing is sent to the user’s default printer when the user clicks the [Print Balance] button on the Audit Trail screen. The food benefits on the printout are the most current benefit balances known by the MPSC system within the current and future month issuances.Language: EnglishThe Food Benefits Listing is printed in English only.

7.1.1[9.1.1] Food Benefit Listing Mockup

Food Benefit Listing8/21/2013

Category Subcategory Units UOM10/1/2013 – 10/31/201303 Eggs 000 Eggs-All Authorized 2.00 Dozen05 Breakfast Cereal 000 Cereal-All Authorized 72.00 Ounce06 Peanut Butter/Legumes 000 PB/Beans & Peas-All Auth 2.00 Jar / Bag16 Whole Grains 000 Whole Grains-All Auth 64.00 Ounce



19 Fruits and Vegetables 000 Fruits and Vegetables 12.00 Cash Value Benefit51 Milk-Whole 000 Whole Milk-All Authorized 4.00 Gallon52 Milk-Lowfat/Nonfat 000 Lowfat/Nonfat Milk-All 4.00 Gallon54 Juice-64 oz 000 Child’s Juice 64oz-All 4.00 Can / Bottle

9/1/2013 – 9/30/201303 Eggs 000 Eggs-All Authorized 2.00 Dozen05 Breakfast Cereal 000 Cereal-All Authorized 72.00 Ounce06 Peanut Butter/Legumes 000 PB/Beans & Peas-All Auth 2.00 Jar / Bag16 Whole Grains 000 Whole Grains-All Auth 64.00 Ounce19 Fruits and Vegetables 000 Fruits and Vegetables 12.00 Cash Value Benefit51 Milk-Whole 000 Whole Milk-All Authorized 4.00 Gallon52 Milk-Lowfat/Nonfat 000 Lowfat/Nonfat Milk-All 4.00 Gallon54 Juice-64 oz 000 Child’s Juice 64oz-All 4.00 Can / Bottle

8/1/2013 – 8/31/201303 Eggs 000 Eggs-All Authorized 1.00 Dozen05 Breakfast Cereal 000 Cereal-All Authorized 72.00 Ounce06 Peanut Butter/Legumes 000 PB/Beans & Peas-All Auth 2.00 Jar / Bag16 Whole Grains 000 Whole Grains-All Auth 64.00 Ounce19 Fruits and Vegetables 000 Fruits and Vegetables 0.98 Cash Value Benefit51 Milk-Whole 000 Whole Milk-All Authorized 2.00 Gallon52 Milk-Lowfat/Nonfat 000 Lowfat/Nonfat Milk-All 1.00 Gallon54 Juice-64 oz 000 Child’s Juice 64oz-All 4.00 Can / Bottle

Abbie Gray: This participant’s certification ends on 12/31/2013.Ted Gray: This participant’s certification ends on 12/31/2013.

Business Rules1. For all active participants in the economic unit, print the name of the participant (First

Name Last Name:) and the text in parameter EBT.CertificationEndMessage at the end of the Food Benefit Listing. Replace the variable in the parameter text with the Certification End Date of the participant that is furthest in the future, using the format mm/dd/yyyy.

a. If a future Termination Effective Date exists with no Reinstate Date, substitute the future Termination Effective Date for the CED.

b. If the EBT.CertificationEndMessage parameter does not exist or it is blank, do not print the certification end date rows.

c. If multiple participants in the economic unit fit the criteria, list multiple participants in alphabetical order based on Last Name then First Name.

The certification end date information is printed regardless of whether or not the participant is receiving food benefits during the benefit period.



8 Economic Unit Balance-to-IssueThe Economic Unit Balance-to-Issue pop-up displays a preview of the foods and quantities that the system will issue if the user clicks the Write to Card (Smart Card WIC Only) or Issue Benefits (Online EPPIC / Online WIC Direct) button. The Economic Unit Balance-to-Issue pop-up is displayed when a user selects the PREVIEW BALANCE-TO-ISSUE link on the Food Benefits panel. The system automatically displays the pop-up when a user navigates to the Food Benefits panel or the user switches between Economic Units on the Food Benefits panel, and the system detects a difference between the aggregated food packages of the participants in the Economic Unit and the Quantity to be Issued.

Economic Unit Balance-to-Issue Pop-up (Smart Card WIC Only)> Foods > Food Benefits > Economic Unit Balance-to-Issue



Economic Unit Balance-to-Issue Pop-up (Online EPPIC / Online WIC Direct)> Foods > Food Benefits > Economic Unit Balance-to-Issue



8.1 Economic Unit Balance-to-Issue – SecurityThe security for the Economic Unit Balance-to-Issue pop-up is similar, but not identical, to the security on the Food Benefits panel.



If the user has view rights to Food Benefits, they will have view rights to the Economic Unit Balance-to-Issue pop-up.

If the user has rights to use the Write to Card (Smart Card WIC Only) or Issue Benefits (Online EPPIC / Online WIC Direct) buttons on the Food Benefits panels, they will have the same rights to use the Write to Card or Issue Benefits buttons on the Economic Unit Balance-to-Issue pop-up, if there are no verification errors.

A special security task will give specific users the right to amend quantities in the Quantity to be Issued column and override verification errors that may result.

8.2 Economic Unit Balance-to-Issue – Components

Control DescriptionPAN The active PAN of the Economic Unit.

Type Text BoxRequired NALength NAValidation Mask of 99999999-99999999Display Only Yes Calculated NoDB Column EBTCard.IncF_ID

Economic Unit The name of the Economic Unit.Type Text BoxRequired NALength NAValidation NADisplay Only Yes Calculated NoDB Column IncomeFamily.Description

EU Number This is the Economic Unit Number associated with the selected Economic Unit.Type Text BoxRequired NALength NAValidation ZZZZZZZZZZ9Display Only Yes Calculated NoDB Column IncomeFamily.EconomicUnitNr



Control DescriptionIssuance Period The FDTU (First Date To Use) and LDTU (Last Date To Use) of

each period that will be issued if the user clicks the Write to Card (Smart Card WIC Only) or Issue Benefits (Online EPPIC / Online WIC Direct) button. The current issuance period is displayed first. Future issuance periods are displayed next in ascending sequence.

Type Text BoxRequired NALength NAValidation Mask of ‘mm/dd/yyyy-mm/dd/yyyy’Display Only Yes Calculated Yes

Food Item Cat / Subcat / Description

The concatenation of the category number, subcategory number, and subcategory description of each food that will be issued.Type Text BoxRequired NALength NAValidation Mask of 99 999 xxxxxxxxxxxxxxxxxxxxxxxxDisplay Only Yes Calculated NoDB Column FoodCategory.CategoryNr +

Product.SubCategoryNr +Product.Name

Bundled Identifies a food item whose quantity has been bundled with another item. For example, if milk and cheese were issued originally and the new food package contains only milk, the milk row would be identified with Bundled = Yes. Bundled values appear only for the current issuance period.Type Text BoxRequired NALength NAValidation Mask of ‘Yes” or blank.Display Only Yes Calculated Yes

UOM This is the Issuance UOM of the food item’s subcategory.Type Text BoxRequired NALength NAValidation NADisplay Only Yes Calculated NoDB Column ProdContainer.ContainerSizeCd



Control DescriptionCode ID Container Size



Control DescriptionActual Food Package Quantity

The aggregation of the food items in the food package effective for the issuance period for each participant in the Economic Unit. In other words, if an Economic Unit has three participants and they each have food packages that include 3.25 gallons of 52-000 Reduced Fat Milk, the Actual Food Package Quantity for 52-000 would display 9.75. The food package quantities may be full, 2/3, or 1/3 quantities depending on the proration to be issued.Type Text BoxRequired NALength NAValidation Mask of Z,ZZ9.99.Display Only Yes Calculated Yes

Returned Formula This is the aggregation of returned formulas, if any, since the most recent New Issue, Reload Balance, Reissue – New Food Package, or Transfer (Smart Card WIC Only) for the food item.Type Text BoxRequired NALength NAValidation Mask of Z,ZZ9. Blank if zero.Display Only Yes Calculated Yes

CBC Quantity (Smart Card WIC Only)ABC Quantity (Online EPPIC / Online WIC Direct)

This quantity replaces Actual Food Package Quantity in the calculation for Current Balance for any food items with an Account Balance Correction (ABC) (Online EPPIC / Online WIC Direct) or Card Balance Correction (CBC) (Smart Card WIC Only) against them.Type Text BoxRequired NALength NAValidation Mask:

Blank if zero.If ABC/CBC is a credit, then +Z,ZZ9.99.If ABC/CBC is a debit, then -Z,ZZ9.99.

Display Only Yes Calculated YesPurchased Quantity The aggregation of purchase quantities for the food item.

Includes purchases of a bundled food that is missing from the new food package as well.Type Text BoxRequired NALength NAValidation Mask of Z,ZZ9.99.



Control DescriptionDisplay Only Yes Calculated Yes

Current Balance This is the balance read from the EBT card or obtained from the EBT Host.Type Text BoxRequired NALength NAValidation Mask of Z,ZZ9.99.Display Only Yes Calculated Yes

Quantity to be Issued The quantity the system will issue or reissue if the user clicks the Write to Card or Issue Benefits button.Type Text BoxRequired NALength NAValidation Mask of Z,ZZ9.99.Display Only Yes Calculated Yes

Write to Card(Smart Card WIC Only)

The Write to Card command button loads benefits onto the EBT card. The benefits that are loaded are the values in Quantity to be Issued.When the Write to Card button is clicked, a Family Save occurs prior to writing benefits to the card.Type Command ButtonHot Key Alt + W

Issue Benefits(Online EPPIC / Online WIC Direct)

The Issue Benefits command button sends benefit issuance data to the EBT Host via an online message. When the Issue Benefits command button is clicked, a Family Save occurs prior to sending the message to the EBT Host.Type Command ButtonHot Key Alt + I

Verify The Verify button is used to force the application to perform the verification process. It performs the process for all participants in the Economic Unit with issuance/reissuance displayed on the Economic Unit Balance-to-Issue pop-up. If no errors are detected, the Food Benefits Alerts portion of the pop-up is empty and the Write to Card/Issue Benefits button is enabled.If errors are detected the Write to Card/Issue Benefits buttons are disabled unless the user has the special security task that allows them to override verification errors. Type Command ButtonHot Key Alt + V



Control DescriptionCancel Closes the Economic Unit Balance-to-Issue pop-up. No benefits

are issued. No updates made in the Quantity to be Issued column are saved.Type Command ButtonHot Key Alt + C

Reason Indicates the reason why the user adjusted a Quantity to be Issued. Type List BoxRequired Yes, if any Quantity to be Issued is modified by

the user.DB Column EBTAdjustmentTransaction.ManAdjReasonCdCode ID Card Correction Reason

This code element is editable but this installed value is non-editable: Other

Comment Comment which may be used to provide more detail related to an adjustment that was made to a Quantity to be Issued. Required if Reason = Other.Type Text BoxRequired Yes, if the Reason is ‘Other’Length 50Validation NoneDisplay Only No Calculated NoDB Column EBTAdjustmentTransaction.ManAdjReason

Food Benefits Alerts The system displays verification errors, if any are found, when the user clicks Verify. See Section 4.2 Food Benefits Alerts in the CS 0 Clinic Services Overview and Section 3 Food Package in the CS 6b EBT Food Screens DFDDs for complete details regarding the determination and display of verification errors.




8.3 Economic Unit Balance-to-Issue – EBT-Only Business Rules


NOTE: For the sake of clarity, every reference to ‘Write to Card’ refers to the button on the Smart Card WIC version of the pop-up and every reference to ‘Issue Benefits’ refers to the button on the Online EPPIC / Online WIC Direct version of the pop-up.

Formula General Business Rules1. Purchased formula stays with the family when an infant(s) leaves and is

distributed among the participants left behind if they have the same formula in their food package.

2. The system will distribute available formula benefits evenly among the remaining participants that have the same formula. If there is an odd number of purchased cans, the extra odd cans will be distributed by age of infant – from oldest to youngest.

Example 1: If a 10 month old and a 2 month old both have the same formula and 3 cans are purchased, they are distributed so that 2 cans are deducted from the older child and 1 can is deducted from the younger child.

Example 2: If a 10 month old and a 2 month old both have the same formula and 2 cans are purchased, they are distributed so that 1 can is deducted from the older child and 1 can is deducted from the younger child.

3. Formula will always be rounded down in the final issue quantity calculation.4. The system does not allow a negative benefit balance. If distribution of formula

purchases among the remaining participants when a participant is removed from the family produces a negative balance, the system changes the balance to be issued to zero.

5. When more than one infant is in the family with issuance and both infants have the same formula but the infants are of differing age (for example: 11 months old and 1 month old) the Nutritional Equivalent Coefficient and prepared size must be taken into account when determining the Quantity to be Issued for a reissue.

6. When more than one infant is in the family with issuance and the infants have different formulas but the infants are of differing age (for example: 11 months old and 1 month old) the Nutritional Equivalent Coefficient and prepared size must be taken into account when determining the Quantity to be Issued for a reissue. Additionally if a different formula is reissued as a substitution and a purchase was made of the original formula, that original food item will be accounted for in the pop-up and its Quantity to be Issued will be set to 0.

Non-Formula General Business Rules7. The system distributes non-formula bundled food items in the order of bundling

preference identified by the Bundle Preference value found on the FM – Food – Subcategory – Details panel.




For example, assume the Bundle Preference values for the milk bundle are: Tofu = 10, Yogurt = 20, Cheese = 30, Milk (51) = 40, and Milk (52) = 50. The system will apply available benefits to Tofu first, Yogurt second, Cheese third, and then whatever is left over would be applied to Milk 51 and Milk 52.

8. Purchased non-formula items stay with the family when participant(s) leave and get distributed among the participants left behind if they have the purchased item(s) in their food package.

9. The system distributes non-formula food items evenly among the participants with the food item in their food package. If non-formula purchases cannot be applied evenly, the odd non-formula items are distributed by Category, and then from oldest to youngest participant within the Category. For this purpose, the order of assignment for Category from lowest priority to highest priority is Not Breastfeeding Women, Children, Pregnant Women, Infants, Breastfeeding Women.

Example 1: A family has a Not Breastfeeding Woman, a 2 year old child, and a 3 year old child. The family purchased 5 items of a food that all three participants have in their food packages. The system will assign 2 purchases to the NBF Woman, 2 to the 3 year old, and 1 to the 2 year old.

Example 2: A family has a Pregnant Woman, a 2 year old child, and a 3 year old child. The family purchased 5 items of a food that all three participants have in their food packages. The system will assign 2 purchases to the 3 year old, 2 to the 2 year old, and 1 to the Pregnant Woman.

Example 3: A family has a Breastfeeding Woman, a 2 year old child, and a 3 year old child. The family purchased 5 items of a food that all three participants have in their food packages. The system will assign 2 purchases to the 3 year old, 2 to the 2 year old, and 1 to the Breastfeeding Woman.

10. The system does not allow a negative benefit balance. If distribution of non-formula purchases among the remaining participants when a participant is removed from the family produces a negative balance, the system changes the balance to be issued to zero.

General Business Rules11. The Economic Unit Balance-to-Issue pop-up is displayed when a user clicks the

PREVIEW BALANCE-TO-ISSUE hyperlink on the Food Benefits panel.12. The system automatically displays the Economic Unit Balance-to-Issue pop-up

when a user navigates to the Food Benefits panel or switches between Economic Units on the Food Benefits panel, and the system detects a difference for any food item between the Current Balance and the Quantity to be Issued.

13. The Quantity to be Issued column is enabled if the user has the FD EU Balance-to-Issue security task assigned with a value of Assigned LA, Assigned Clinics – Current LA, or Current Clinic; otherwise the Quantity to be Issued column is



EBT-Only Business Rulesdisabled.

14. T he system enables the Write to Card and Issue Benefits buttons when the Economic Unit Balance-to-Issue pop-up is displayed if:

a. T he user has special security task FD Issue Benefits assigned with a value of Assigned LA, Assigned Clinics – Current LA, or Current Clinic

b. And has the FD EU Balance-to-Issue security task assigned with a value of None

c. And no verification errors are displayed in the Food Benefits Alerts tab.15. The system disables the Write to Card and Issue Benefits buttons when the

Economic Unit Balance-to-Issue pop-up is displayed if:a. The user has special security task FD Issue Benefits assigned with a value of

Assigned LA, Assigned Clinics – Current LA, or Current Clinicb. And has the FD EU Balance-to-Issue security task assigned with a value of

Nonec. And verification errors are displayed in the Food Benefits Alerts tab.

16. The system enables the Write to Card and Issue Benefits buttons when the Economic Unit Balance-to-Issue pop-up is displayed if:

a. The user has special security task FD Issue Benefits assigned with a value of Assigned LA, Assigned Clinics – Current LA, or Current Clinic

b. And has the FD EU Balance-to-Issue security task assigned with a value of Assigned LA, Assigned Clinics – Current LA, or Current Clinic.

17. When the user modifies a Quantity to be Issued value, the system disables the Write to Card and Issue Benefits buttons, enables the Verify button, makes Reason a required field, and enables Comment.

18. If the user selects Reason = Other, the system makes Comment a required field.

19. When the user clicks Verify, the system applies the food rules to the Quantity to be Issued values for all displayed issuance periods.

a. If no verification errors are found and the user has special security task FD Issue Benefits assigned with a value of Assigned LA, Assigned Clinics – Current LA, or Current Clinic, enable the Write to Card and Issue Benefits buttons.

b. If verification errors are found Display the verification errors on the Food Benefit Alerts tab If the user has special security task FD EU Balance-to-Issue assigned

with a value of Assigned LA, Assigned Clinics – Current LA, or Current Clinic, enable the Write to Card and Issue Benefits buttons.

20. When Write to Card or Issue Benefits is clicked, close the Economic Unit Balance-to-Issue pop-up and process benefit issuance as if the user clicked the same buttons on the Food Benefits panel. For (Smart Card WIC Only), that means the system writes the benefits to the card, prints the balance on the card reader, and displays the Signature Capture pop-up. For (Online EPPIC / Online WIC Direct), that means the system sendis the benefit information to the EBT Host, prints a Family Food Benefits listing, and displays the Signature Capture pop-up.

21. If the user modifies any Quantity to be Issued value, write adjustment data when Write to Card or Issue Benefits is clicked, as follows:

Write one EBTAdjustmentTransaction, as follows:



EBT-Only Business Rules TransactionDt = current date and time. TransactionDT time must

be 1 second earlier than the IssueDt of the related EBTIssuance record.

TransTypeCd = ‘B2I’. SendDt = current date and time. SendFileNm = ‘B2I’. UniqueNr = EBTUniqueIssuance.UniqueIssuanceNr from the

issuance period being adjusted. ReadCardContentsXML = null. ManAdjReasonCd = Card Correction Reason value selected in

Reason drop down. ManAdjReason = Comment text if found else null. InitiatingUserID = null. WorkstationID = null.

Write one EBTAdjustmentFood record for each modified Quantity to be Issued value, as follows: PConID = ProdContain.ID of the food that was modified. Quantity = The quantity subtracted from or added to the

Quantity to be Issued value. Quantity is negative if Quantity to be Issued was reduced.

FirstUseDt = FDTU of the current issuance period. LastUseDt = LDTU of the current issuance period.

22. The Cancel button is enabled at all times.23. Clicking the Cancel button closes the Economic Unit Balance-to-Issue pop-up.

No benefits are issued. No Quantity to be Issued updates are saved.

Issue and Reissue Business Rules24. Actual Food Package Quantity (AFPQ) is the aggregation of the food package

quantities available for a given category/subcategory food item for all participants with that food item that have the FP Check Box selected. The food package quantity used is the Full, 2/3, or 1/3 value, depending on the proration that will occur if benefits are issued.

25. Display ‘Yes’ in the Bundled column for a food item whose quantity has been bundled with another item. For example, if milk and cheese were issued originally and the new food package contains only milk, the milk row would be identified with Bundled = Yes.

26. Display a value in Bundled only for current period issuance data.27. Display blanks in Bundled for all foods that are not bundled with another food.28. Returned Formula is the aggregation of formula that was returned during the

current issuance period and recorded on the Returned Formula panel for participants that have the FP Check Box selected.

29. Display blanks in Returned Formula for all foods that have no returned formula.30. Returned Formula is applied as a credit in the reissuance calculations.31. CBC Quantity (Smart Card WIC Only) and ABC Quantity (Online EPPIC / Online

WIC Direct) are the aggregation of any adjustments that have occurred for a food item during the current issuance period. Adjustments are stored in the EBTAdjustmentFood.Quantity field and represent the actual change, positive or



EBT-Only Business Rulesnegative, that was applied to the food item quantity.

(For example, if cheese was reduced from 2 to 1 pounds, there will be an EBTAdjustmentFood.Quantity for cheese with a quantity of –1. If cereal is increased from 72 to 96 ounces, there will be an EBTAdjustmentFood.Quantity for cereal with a quantity of +24. CBC/ABC adjustments appear in the Audit Trail as a Balance Correction activity. The results of a correction on the remaining balance can be seen in the Balance node that is displayed just after the Balance Correction activity.)

32. Because EBTAdjustmentFood.Quantity may be positive or negative, the displayed CBC Quantity (Smart Card WIC Only) and ABC Quantity (Online EPPIC / Online WIC Direct) is the net of all EBTAdjustmentFood.Quantity values found for a food item for the issuance period.

33. Display a ‘+’ sign in front of a new positive CBC Quantity (Smart Card WIC Only) and ABC Quantity (Online EPPIC / Online WIC Direct) value.

34. Display a ‘–‘ sign in front of a net negative CBC Quantity (Smart Card WIC Only) and ABC Quantity (Online EPPIC / Online WIC Direct) value.

35. Display blanks in CBC Quantity (Smart Card WIC Only) and ABC Quantity (Online EPPIC / Online WIC Direct) for all foods that have no adjustments.

36. Purchased Quantity (PQ) is the aggregation of all purchases for a food item during the current issuance period.

37. ( Smart Card WIC Only) Current Balance is calculated using existing issuance, purchase, and CBC data if the user did not click Read Card on the Food Benefits panel before navigating to the Economic Unit Balance-to-Issue pop-up.

38. ( Smart Card WIC Only) Current Balance is the balance that was read from the EBT Card when the user clicked Read Card on the Food Benefits panel before navigating to the Economic Unit Balance-to-Issue pop-up.

39. ( Online EPPIC / Online WIC Direct) Current Balance is the balance received from the EBT Host in response to a GetBenefitBalance message.

40. Quantity to be Issued (QTBI) is the calculated quantity that the system would issue if the user clicked Write to Card or Issue benefits.

41. If a (Reissue – New Food Package) activity is replacing benefits for a previous (Removed) activity that removed benefits for a reissue or reload, the food quantities in the ParticipantEBTIssueFood table related to the benefit removal are added to the Quantity to be Issued.

Verification Business Rules42. The Verification function must use the aggregation of the maximum food rule

values for all participants for a given food item.a. Calculate Participant Maximum Food Rule Quantity (PMFRQ) for each

participant for each food item with a Quantity to be Issued.b. Calculate Maximum Food Rule Quantity (MFRQ) equal to the aggregation of

PMFRO for all participants with the same food item.c. Calculate Bundled Maximum Food Rule Quantity (BMFRQ) equal to the

aggregation of PMFRO for all participants with a bundled food item.d. Compare Quantity to be Issued for each food item to its MFRQ.e. Accumulate Quantity to be Issued for bundled food items and compare the

result to the BMFRQ.



EBT-Only Business RulesExample 1: A family has two children. Both have 1 dozen eggs in their food package. Each child is covered by the same food rule with a maximum of 1 dozen eggs. Quantity to be Issued displayed is 2. If the user modifies QTBI to be 3 and clicks Verify, the system will display ‘The Eggs 1 dozen rule has been violated. The amount of <03 000 Eggs – All Authorized cannot be more than 2 dozen and it is 3 dozen in this food package.’

Example 2: A family has two children and a pregnant woman who is pregnant with multiples. Both children have 1 dozen eggs in their food package and each is covered by the same food rule with a maximum of 1 dozen eggs. The pregnant woman is covered by a food rule with a maximum of 2 dozen eggs but her food package only includes 1 dozen eggs. Quantity to be Issued displayed is 3. If the user modifies QTBI to be 4 and clicks Verify, no verification errors are displayed. If the user modifies QTBI to be 5 and clicks Verify, the system will display ‘The Eggs 1 dozen and Eggs 2 dozen rules have been violated. The amount of <03 000 Eggs – All Authorized cannot be more than 4 dozen and it is 5 dozen in this food package.’

43. If any Quantity to be Issued exceeds its MFRO or any accumulated Quantity to be Issued exceeds its BMFRO, display verification error messages in the Food Benefits Alert tab as follows:

a. If one food rule is violated for a food item, display ‘The <food rule name> rule has been violated. The amount of <cat subcat description of the food item violating the rule> cannot be more than <MFRQ or BMFRQ + UOM> and it is <SB value + UOM> in this food package.’

b. If more than one food rule is violated for a food item, display ‘The <food rule name> and <food rule name> rules have been violated. The amount of <cat subcat description of the food violating the rule> cannot be more than <MFRQ or BMFRQ + UOM> and it is <SB value + UOM> in this food package.’ Include all the distinct food rule names that were violated.

8.4 Economic Unit Balance-to-Issue – Reissuance Scenarios

Reissuance Scenarios

Abbreviations used in the Reissuance Scenarios: AFPQ – Actual Food Package Quantity ABC-CBC – ABC/CBC Quantity PQ – Purchased Quantity CB – Current Balance QTBI – Quantity to be Issued



Reissuance Scenarios NEQ – Nutritional Equivalent Coefficient

NOTE: The NEQs and Prepared Sizes are for illustration purposes only; there was no attempt to ensure they are correct. In addition, please assume that the quantities issued would not violate food rules (even though you know some would ).

Formula Reissuance Scenarios

Scenario 1

Both Infant Participants have the same formula (Assuming 21-025 for illustration) NEQ and Prepared Size are for illustration purposes only.

Participant 1 – 11 month old – issued 4 cans, NEQ = .9, Prepared Size = 90 = 324 UnitsParticipant 2 – 1 month old – issued 10 cans, NEQ = 1.1, Prepared Size = 90 = 990 Units

AFPQ (21-025) = QTY (21-025) Participant 1 + QTY (21-025) Participant 2

Food Item UOM AFPQ ABC/CBC PQ CB QTBI21-025 Can 14 14 14

Purchase – 3 cans (21-025)

CB (21-025) = AFPQ (21-025) – PQ (21-025)QTBI (21-025) = CB (21-025)

Food Item UOM AFPQ ABC/CBC PQ CB QTBI21-025 Can 14 3 11 11

Distribution of Purchases:Participant 1 – 2 cans (21-025)Participant 2 – 1 can (21-025)

Create a new food package for each participant that increases their formula by 1 can and reissue.


QTBI (21-025 – Participant 1) = AFPQ (21-025 – Participant 1) X NEQ X Prepared Size – PQ (21-025 – Participant 1) X NEQ X Prepared Size

QTBI (21-025 – Participant 1) = 5 X .9 X 90 – 2 X .9 X 90 = 405 – 162 = 243 units

QTBI (21-025 – Participant 1) = 243/(1 X .9 X 90) = 3 cans


QTBI (21-025 – Participant 2) = 11 X 1.1 X 90 – 1 X 1.1 X 90 = 1089 – 99 = 990 units

QTBI (21-025 – Participant 2) = 990/(1 X 1.1 X 90) = 10 cans



Reissuance ScenariosQTBI (21-025) = QTBI (21-025 – Participant 1) + QTBI (21-025 – Participant 2)

QTBI (21-025) = 3 + 10


Scenario 2

Both Infant participants were issued the same formula (Assuming 21-025 for illustration) and for the reissue Participant 1 changed to a different formula (Assuming 21-037)

Participant 1 – 11 month old – issued 4 cans, NEQ = .9, Prepared Size = 90 = 324 UnitsParticipant 2 – 1 month old – issued 10 cans, NEQ = 1.1, Prepared Size = 90 = 990 Units




CB (21-025) = AFPQ (21-025) – PQ (21-025)

QTBI (21-025) = CB (21-025)


Distribution of Purchases:Participant 1 – 2 cans (21-025)Participant 2 – 1 can (21-025)

Reissuance for both participants. New food package increases formula by 1 can for each. Participant 1 is changed to a different formula.

AFPQ (21-037) = QTY (21-037) Participant 1

AFPQ (21-025) = QTY (21-025) Participant 2


QTBI (21-037 – Participant 1) = 5 X 1.2 X 80 – 2 X .9 X 90 = 480 – 162 = 318 units

QTBI (21-037 – Participant 1) = 318/(1 X 1.2 X 80) = 3.3125 cans which would round down to 3 cans


QTBI (21-025 – Participant 2) = 11 X 1.1 X 90 – 1 X 1.1 X 90 = 1089 – 99 = 990 units



Reissuance ScenariosQTBI (21-025 – Participant 2) = 990/(1 X 1.1 X 90) = 10 cans

QTBI (21-025) = QTBI (21-025 – Participant 2)

QTBI (21-025) = 10

Food Item UOM AFPQ ABC/CBC PQ CB QTBI21-025 Can 11 3 11 1021-037 Can 5 0 0 3

Scenario 3

Participant 1 – 11 month old – issued (21-082) 7 cans, NEQ = .92643, Prepared Size = 90 = (583.6509) 583 Units

Participant 2 – 1 month old – issued (31-072) 8 cans, NEQ = .92643, Prepared Size = 90 = (667.0296) 667 Units

Food Item UOM AFPQ ABC/CBC PQ CB QTBI21-082 Can 7 7 731-072 Can 8 8 8


CB (31-072) = AFPQ (31-072) – PQ (31-072)

QTBI (31-072) = CB (31-072)

Food Item UOM AFPQ ABC/CBC PQ CB QTBI21-082 Can 7 7 731-072 Can 8 2 6 6

Distribution of PurchasesParticipant 2 – 2 can (31-072)Participant 2 gets a new food package changed to a different formula – 21-085

QTBI (21-085 – Participant 2) = AFPQ (21-085 – Participant 2) X NEQ X Prepared Size – PQ (31-072– Participant 2) X NEQ X Prepared Size

QTBI (21-085 – Participant 2) = 8 X .92643X 90 – 2 X .92643X 90 = (667.0296) 667 – (166.7575) 166 = 501 units

QTBI (21-085 – Participant 2) = 501/(1 X .92643 X 90) = (6.0087) 6 cans

QTBI (21-085) = QTBI (21-085 – Participant 2)

QTBI (21-085) = 6

Food Item UOM AFPQ ABC/CBC PQ CB QTBI21-082 Can 7 7 721-085 Can 8 0 631-072 Can 0 2 6 0




Scenario 4

Participant 1 – 1 month old – issued (21-025) 9 cans, NEQ = .92643, Prepared Size = 909 X .92643 X 90 = (750.4083)

750.4083/(.92643 X 90) = 9 Units



CB (21-025) = AFPQ (21-025) – PQ (21-025)

QTBI (21-025) = CB (21-025)


Distribution of PurchasesParticipant 1 – 2 can (21-025)Participant 1 gets a new food package changed to a different formula – (21-061)

QTBI (21-061– Participant 1) = AFPQ (21-061– Participant 1) X NEQ X Prepared Size – PQ (21-025– Participant 1) X NEQ X Prepared Size

QTBI (21-061 – Participant 1) = 33 X 1 X 24.2 – 2 X .92643 X 90 = 631.8426 Units

QTBI (21-061 – Participant 1) = 631.8426/(1 X 24.2) = 26.1091983 cans

QTBI (21-061) = 26

Food Item UOM AFPQ ABC/CBC PQ CB QTBI21-025 Can 0 2 7 021-061 Can 33 0 26

Non-Formula Reissuance Scenarios

Scenario 1

Participant 1 – issued 2 pounds of cheeseParticipant 2 – issued 4 pounds of cheese


Food Item UOM AFPQ ABC/CBC PQ CB QTBI02-000 LBS 6 6 6

Purchase – 2 pounds of cheese



Reissuance ScenariosCB (02-000) = AFPQ (02-000) – PQ (02-000)

QTBI (02-000) = CB (02-000)

Food Item UOM AFPQ ABC/CBC PQ CB QTBI02-000 LBS 6 2 4 4

Participant 1 – leaves the family Participant 2 – No Change in Food Package

AFPQ (02-000) = AFPQ (02-000) – QTY (02-000) Participant 1

If CB (02-000) < 0 then CB (02-000) = 0


Scenario 2

Participant 1 – 2 pound cheese issuedParticipant 2 – 4 pound cheese issued


Food Item UOM AFPQ ABC/CBC PQ CB QTBI02-000 LBS 6 6 6

Purchase – 5 pounds of cheese

CB (02-000) = AFPQ (02-000) – PQ (02-000)

QTBI (02-000) = CB (02-000)


Participant 1 – leaves the family or is Terminated Effective todayParticipant 2 – No Change in Food Package


If CB (02-000) < 0 then CB (02-000) = 0


Scenario 3

Participant 1 (Child) – 4 (1 gallon 52-000 issuance level .25), 2 (1 pound 02-000 issuance



Reissuance Scenarioslevel .5)Participant 2 (Mom) – 5 (1 gallon 52-000 issuance level .25), 3 (1 pound 02-000 issuance level .5)



Food Item UOM AFPQ ABC/CBC PQ CB QTBI02-000 LBS 5 5 552-000 Gal 9 9 9

Purchase – 1 pound of 02-000, 0.75 gallon of 52-000

CB (02-000) = AFPQ (02-000) – PQ (02-000)

QTBI (02-000) = CB (02-000)

CB (52-000) = AFPQ (52-000) – PQ (52-000)

QTBI (52-000) = CB (52-000)

Food Item UOM AFPQ ABC/CBC PQ CB QTBI02-000 LBS 5 1 4 452-000 Gal 9 0.75 8.25 8.25

Create new food packages that increase both participants by 1 gallon of 52-000 and both participants by 1 pound of 02-000 and reissue.

Distribute purchasesParticipant 1 PQ = 0.25 gallons of 52-000, 0.5 of 02-000Participant 2 PQ = 0.50 gallons of 52-000, 0.5 of 02-000


Scenario 4

Participant 1 (Child) – 4 (1 gallon 52-000 issuance level .25), 2 (1 pound 02-000 issuance level .5)Participant 2 (Mom) – 5 (1 gallon 52-000 issuance level .25), 3 (1 pound 02-000 issuance level .5)



Food Item UOM AFPQ ABC/CBC PQ CB QTBI02-000 LBS 5 5 552-000 Gal 9 9 9

Purchase – 1 pound of 02-000, 0.75 gallon of 52-000




Participant 1 (Child) leaves the family




Reissue new food packages and increase participant 2 by 1 gallon of 52-000 and 1 pound of 02-000.


Scenario 5Bundled items (Milk (51) – NEQ 1, Cheese (02) – NEQ 6, Tofu (02-004) – NEQ – 2) Common denominator - ounces

Participant 1 (Child) – 2 (1 gallon 51-000 issuance level .25), 4 (1 pound 02-000 issuance level .5)

Participant 2 (Mom) – 2 (1 gallon 52-000 issuance level .25), 1 (1 pound 02-000 issuance level .5)




Food Item UOM AFPQ ABC/CBC PQ CB QTBI02-000 LBS 5 5 551-000 Gal 2 2 252-000 Gal 2 2 2

Participant 1 – 2 x 1 x 128 = 256 milk + 4 x 6 x 16 = 384 ch = 640 unitsParticipant 2 – 2 x 1 x 128 = 256 milk + 1 x 6 x 16 = 96 ch= 352 units

Purchase – 3 pound of 02-000, 1 gallon of 51-000, 2 gallon of 52-000

Create new food package for Participant 2 removing Milk (52) and adding 5 pounds of Tofu (02-004) and reissue.Additionally, Participant 1 leaves the family. Tofu – 5 x 2 x 16 = 160 unitsCheese – 1 X 6 X 16 = 96 units



Reissuance ScenariosAvailable Reissuance Units = 256 units

Purchased units

3 x 6 x 16 = 288 ch + 2 x 1 x 128 = 256 milk(52) += 1 x 1 X 128 = 128 milk (51)

Total Purchased Units = 672 units

AFPQ (02-000) = QTY (02-000) Participant 2AFPQ (02-004) = QTY (02-004) Participant 2

Food Item UOM AFPQ ABC/CBC PQ CB QTBI02-000 LBS 1 3 5 002-004 LBS 5 0 0 051-000 Gal 0 1 2 052-000 Gal 0 2 2 0

In this scenario, 02-000 and 02-004 come from the food package; 51-000 and 52-000 come from the EBT Card or EBT Host.
