PM 02-07-01: Clearances

WAG 02-07-01

IES System

The Clearance Results page displays the most current results of all clearances for individuals on an application or case. The Clearance Results page displays in Application Registration as well as Data Collection. The Clearance Results page displays after the Program Request - Summary page during Data Collection and after the Individual-Summary page in Application Registration. The Name drop down list allows the worker to choose which individual on the case to run or view clearances for. All clearances results are displayed for each individual with a Social Security Number (SSN) and can be updated by clicking Retrigger Clearances at the top of the Clearance Results page. Clearances may also be viewed or triggered from the Data Exchanges page by entering the client's SSN. The Data Exchanges page offers the worker to view current or historical clearance results.

Clearances do not always replace the need to verify information. Instead, they are the first place to check to verify information. If the appropriate information cannot be verified using Electronic Clearances continue to use other sources. For example: if identity cannot be verified through SSA or SOLQ, a driver's license can be used. All clearances are automatically run, in the background, once the Individual Household page is saved. Clearances can also be manually triggered on individual pages during Data Collection. Review clearances for information that might affect the programs a person qualifies for and their benefit amount. Scan and upload all manual clearances, except the Work Number, to the Electronic Case Record (ECR), even if they provide no information. See WAG 02-07-01 for a description of these clearances.

Note: Each clearance can only be run once per day. If a clearance is triggered twice in the same day, the original information is displayed.

new textEffective 04/03/2023, the AVS system is integrated into IES. The integration of AVS expedites the processing of AABD and long term care applications and redeterminations by automating the request for verification of assets and providing a detailed report of the AVS results in the Electronic Case Record (ECR). 

See PM 02-07-03-n for guidance on the Asset Verification System (AVS).