Validation Workflows
What are validation workflows?
Validation workflows are recommended sequences of steps for reviewing Medi-Cal Administrative Activities (MAA) cost reports. Each workflow addresses a specific review scenario, from initial upload through final district follow-up.
Available Workflows
Upload and Baseline Validation
Start here for every new workbook. Upload the file, register it for processing, then run a baseline validation pass to produce an initial issue list and summary.
Primary APIs: Upload API, Validation API, Report Info API
Tools used internally: sdac-upload-cost-report, sdac-report-analysis, sdac-get-analysis-packet, sdac-validate-full-report, sdac-get-report-info
District-First Widget Review
Use this flow when the host application already knows the district and the reviewer should start from the latest available report rather than from a workbook upload.
Primary APIs: Session Bootstrap API, District Sync API, District Cost Data API
Sequential Category Review
Walk through each validation category one at a time: source codes, function codes, cost pools, salaries, fringe benefits, and replacements. This methodical approach is best when an auditor needs to explain findings category by category.
Tools used internally: sdac-validate-source-codes, sdac-validate-function-codes, sdac-validate-cost-pools, sdac-validate-salaries, sdac-validate-fringe, sdac-validate-replacements
Full Report Validation
Run all validation categories at once and review the report as a complete package. This is the fastest way to assemble a comprehensive issue list before drafting district follow-up.
Best entry point: Full Review Coordinator
Tools used internally: sdac-validate-full-report
Quarter Comparison and Justifications
Compare the current quarter against prior periods, identify material changes, and confirm the district provided adequate justification for those differences.
Tools used internally: sdac-compare-quarters, sdac-compare-multiple-quarters, sdac-validate-justifications
Sendback Preparation
After identifying findings, generate district-facing correction guidance with concrete positions, issues, and recommended actions.
Best entry point: Full Review Coordinator
Tools used internally: sdac-generate-sendback-summary, sdac-link-replacement-comments, sdac-cross-reference-replacements
Data Quality Review
Use AI-assisted analysis to detect patterns that rigid rules may miss, such as low-quality comments, ambiguous job titles, and suspicious duplicate patterns.
Tools used internally: sdac-detect-duplicates, sdac-classify-job-titles, sdac-analyze-comment-quality, sdac-detect-vacant-positions
See Validation Tools for the underlying tool catalog.
How to Choose a Workflow
For most integrations:
- Upload or identify the report.
- Let post-ingestion analysis complete or continue while the reviewer works.
- Pull Report Info API metadata for the header.
- Call Validation API for the baseline issue list.
- Use the Chat API for targeted follow-up or the Full Review Coordinator for comprehensive review.