POP Track – July 17, 2012

1. POP Track – July 17, 2012

2. Getting Down to business • Just to recap • We developed a working document that attempted to layout a strawman of the D&TS Policy needs that we could Identify • Aaron was tasked with working with Tech Track et al to prioritize Policy Artifacts to be produced by this group from the working document • Following slide describes the different elements that the Tech Track is working on

3. Directory and Trust Services – Abstract Model Local HIO Local HIO Local HIO Local HIO / In-State Provider State Level Directory and Trust Services Directory Services Local Directory Responder Directory Services Cross State Trust Anchor CA A5 In-State Authorized Requestor A2 A6 A1 Provider Directory Provider Directory Local Directory A6 State Level Directory Responder Out of State Authorized Requestor A3 A4 B3 Federated HIO’s Directory Metadata Authoritative State Directory B1 B4 C3 State Designated CA DTS Use Cases: (A1 – A6 ) Request to Find Provider Information: Authorized Requestor uses State Level Directory Service to locate Providers and their information (B1 – B4) Request to Participate in Federated Directory Services: A Local HIO within the state requests the State to federate directory requests from Authorized Requestors (C1 - C3) Request to delegate directory Services: A Local HIO or In-State Provider delegates the Directory Services to the State B2, C2 State Designated RA C1

4. Applicable Policies State Level Directory and Trust Services Local HIO Local HIO Local HIO Cross State Trust Anchor CA Directory Services Directory Services Directory Services A5 In-State Authorized Requestor A2 A6 A1 Directory Provider Directory Provider Directory A6 State Level Directory Responder Out of State Authorized Requestor A3 A4 Federated HIO’s Directory Metadata Authoritative State Directory

5. Business Processes Required State Level Directory and Trust Services Local HIO Local HIO Local HIO Cross State Trust Anchor CA Directory Services Directory Services Directory Services A5 In-State Authorized Requestor A2 A6 A1 Directory Provider Directory Provider Directory A6 State Level Directory Responder Out of State Authorized Requestor A3 A4 Federated HIO’s Directory Metadata Authoritative State Directory

6. Next steps? • Volunteers to lead drafting of initial artifacts • Present strawman version to team by next meeting on 7/24 • Own revision based on feedback for Draft 1 of Artifact by 7/31 • Other suggestions at this point? • Thank you!