State Data Exchange (SDX)

Created on: 
Jul 14 2017

See ACES Screens and Online Pages for an example of pages or screens used in this chapter.

What is the State Data Exchange (SDX) interface?

The SDX interface provides information to ACES from Social Security Administration (SSA) on Supplemental Security Income (SSI) recipients living in Washington State. The information is provided on a daily basis.

Note: Use the State Online Query (SOLQ) to verify SSI and SSA income. If SOLQ is unavailable, workers can use SDX to verify SSI income. For information on verifying SSA income, see the Beneficiary and Earnings Data Exchange (BENDEX) chapter.

Who can view State Data Exchange (SDX) information?

Staff who have access to ACES Mainframe and/or ACES 3G must have Secured Task of L D to view SDX information.

Staff who have access to aces.online only must have SDX/DRS View as an Enhanced Security Group.

How does ACES match client information with the State Data Exchange (SDX)?

To be considered a match between an ACES client and a person listed on the SDX files, the following conditions must be met:
  • An identical Social Security Number match; and, 
  • Date of birth is within 3 months plus or minus (+/-); and, 
  • The first four letters of the first name match; and,
  • The first six letters of the last name match.

ACES performs any of the following as an attempt to match a client with an SDX file:

  • Disregard any non-alphabetic characters (such as spaces, hyphens, or apostrophes) if they are included in the first six letters of the last name.
EXAMPLE: 
Jane Doe-Smith = Jane Doesmith 
Jane Doe - Smith = Jane Doesmith
Jane Doe-O’Brien = Jane Doeobrien 
Jane Doe - O’Brien = Jane Doeobrien   
  • Consider any suffix as part of the last name if the last name has less than six alphabetical characters and contains a suffix.
EXAMPLE:
John Doe Jr = John Doejr
John Smiths Jr = John Smiths
  • Change the order of the names to match on the first 4 letters of the first name and the first 6 letters of the last name.
EXAMPLE: If ACES has the client listed as John Smith and SDX has the client listed as Smith John, the system will change the order of the first and last name and consider this a match, if there is also an exact match on the SSN and the date of birth is within 3 months plus or minus (+/-).

What system updates occur as a result of the State Data Exchange (SDX) interface?

For each match, ACES compares the Supplemental Security Income (SSI) information to client information and updates the client's unearned income with any SSI income changes.

EXAMPLE:

1. On 3/10/16, ACES updates the client's case with the new SSI amount for April benefits. ACES will recalculate benefits when Eligibility Recalculation runs in March 2016.

2. On 3/28/16 (after monthly issuance, ongoing month is May 2016), ACES updates the client’s new SSI amount for May benefits. ACES will recalculate May benefits when the next Eligibility Recalculation runs in April 2016.

3. On 3/18/16, (after the last Eligibility Recalculation in March 2016 and before monthly issuance), ACES updates the client's income with the new SSI amount for April benefits. ACES recalculates benefits in overnight batch.

See the ACES Production Calendar for Eligibility Recalculation dates.

The system will also:

For more information, See Online Processing - Does a SSI Categorically Needy (S01) Assistance Unit (AU) AUTO close when a client is incarcerated? and Can a client receive SSI Categorically Needy (S01) medical coverage while incarcerated?

What alerts are generated out of the State Data Exchange (SDX) interface?

All alerts generated out of SDX require worker action. For more information on how to work alerts, see the Alerts chapter.

The following single tiered alerts are generated out of the SDX interface:

100-Level Alerts

200-Level Alerts

300-Level Alerts

The following two-tiered alerts are generated out of the SDX interface:

100-Level Alerts

200-Level Alerts

300-Level Alerts

Note: Two-tiered alerts can only be worked in ACES Mainframe.

Online Processing

How do I view State Data Exchange (SDX) information in aces.online?

To view SDX information in aces.online, start at the Welcome Back page in the Quick Navigation section.

  1. Update the following fields:
  • Select a Type of ID field - Choose Client from the drop down menu.
  • Enter an ID field - Enter the client's ID.
  • Select a Page field - Choose SDX Income from the drop down menu.
  1. Click the Go button and the SDX page displays.

Users can also view SDX information in Spider by taking the following steps from the Welcome Back page in the Quick Navigation section:

  1. Update the following fields:
  • Select a Type of ID field - Choose Assistance Unit (AU) from the drop down menu.
  • Enter an ID field - Enter the AU ID.
  • Select a Page field - Choose Summary from the drop down menu.
  1. Click the Go button and the Summary page displays.
  2. Use the Details drop down menu to select Spider.
  3. In the Client Details section, click the SDX link for the appropriate client and the SDX page displays.

How do I view State Data Exchange (SDX) information in ACES 3G?

To view SDX information in ACES 3G, take the following steps:

  1. From the Income Summary page, in the Unearned Income section, click the green checkmark in the SDX field if available. The aces.online SDX page will display in a new window.

Mainframe Processing

Where do I view State Data Exchange (SDX) information?

In ACES, SDX information is accessed from LMEN screen, which can be reached from the following screens: 

  • WMEN screen
  • A client's UNER screen
  • A client's EARN screen

Once the LMEN screen is accessed, take the following steps to view SDX information:

  1. In the Selection field, enter Option D - SDX Inquiry and <TRANSMIT>. The following fields become mandatory:
  • Client SSN field - Enter the Social Security Number (SSN); or,
  • Client ID field - Enter the Client ID.
  1. Press <TRANSMIT> to view the SSI information and Edit 2365 YOU ARE BEING AUDITED FOR ACCESSING SSN RELATED DATA displays. <TRANSMIT> again to view the client's SDX data.

 

See ACES Screens and Online Pages for an example of pages or screens used in this chapter.