RUELL v. MCDONOUGH

District Court, E.D. Pennsylvania·Decided November 13, 2024·No. 2:23-cv-03513·Unknown

Opinion

IN THE UNITED STATES DISTRICT COURT FOR THE EASTERN DISTRICT OF PENNSYLVANIA

KRISTEN RUELL,

Case No. 2:23-cv-03513-JDW

v.

DENIS R. MCDONOUGH, SECRETARY

DEPARTMENT OF VETERANS AFFAIRS,

MEMORANDUM The U.S. Department of Veterans Affairs set up a case and correspondence management tool that provided inadequate protections for sensitive information. Kristen Ruell works at the VA and, as a whistleblower, had information in the documents in that system. Because the VA’s system fell short, other VA employees could potentially view her information, and she posits that they did. She seeks to hold the VA liable as a result. Ms. Ruell’s claims fail for three reasons. She didn’t exhaust her administrative remedies, so she can’t prevail on her claims for injunctive relief. She hasn’t shown that the VA acted willfully or intentionally, so she can’t prevail on her damages claims. Her remaining claims, under the criminal provisions of the Privacy Act, the Inspector General Act of 1978 (“IGA”), and the Veterans Benefits, Health Care, and Information Technology Act of 2006 (“VBHCITA”) fail because none of those provisions offers a private right of action. I. BACKGROUND A. VIEWS

The VA utilizes a Case and Correspondence Management (“CCM”) system for official VA correspondence. The VA’s Integrated Enterprise Workflow Solution (“VIEWS”) is a Salesforce tool that the VA uses as part of its CCM. Since 2018, the VA has used VIEWS

to access, maintain, and process documents in CCM. Only trained, supervisor-approved VA employees can use the VIEWS software tool. Since 2018, the VA has authorized approximately 0.5% of its employees to access VIEWS. As of July 2024, about 2,015 VA employees had authorization to access the VIEWS system.

When a user initiates a case in VIEWS, the user must select a “case sensitivity” level for the case and all the documents related to it. The case sensitivity level options are: “sensitive,” “not sensitive,” and “pending.” (ECF No. 37-2 ¶ 21.) When a user marks a case “sensitive,” only the team assigned to work on the case can access the case and its

corresponding documents. A user should mark a case “sensitive” when it contains personally identifiable information (“PII”) or sensitive personal information (“SPI”), such as names, home addresses, phone numbers, social security numbers, and dates of birth, or

when it contains protected health information (“PHI”). From 2018 until August 2022, the VA used a security tool called Salesforce Shield to track each time a user accessed a case or downloaded a document in VIEWS, known as “security event logs.” (ECF No. 37-10 ¶ 8.) Before then, “there was no capability to track who accessed a particular document or case file” in the VA’s prior system of records.” (ECF No. 37-10 ¶ 7.) The VA maintains different types of security events. “Case Access” means a user

has searched VIEWS and then “accessed” a case by engaging with the case’s content, like clicking on a document. “Web Clicks” means that a user has “accessed” a case through means other than a VIEWS search, such as clicking on a VIEWS link. “Document views/Downloads”

means that a user downloaded a document associated with a case. The system does not generate a security event just based on a search that someone runs or a view of a case or the records attached to a case, so security event logs do not capture those actions. Per the VA’s security retention policies, Salesforce Shield retained security event logs for a maximum

of 30 days. Thus, most security event logs from before August 2022 no longer exist. In August 2022, the VA replaced Salesforce Shield with Splunk, a Security Information and Event Monitoring tool. Only VA system administration and IT security professionals can use Splunk. Thus, average VIEWS users cannot use Splunk to create security

event logs for individual cases. Splunk can retain security event logs for a minimum of one year and up to six years, and the VA has retained all security event logs since Splunk's implementation in August 2022. Thus, one can search the Splunk logs from August 2022

through the present. Some security event logs from June and July 2022 are also available. B. SORN Pursuant to the Privacy Act, the VA published a System of Records Notice (“SORN”) in the Federal Register, advising that: The … [CCM] is the Secretary's official correspondence record, and includes the name, address and other identifying information pertaining to the correspondent, as well as background information concerning matters which the correspondent has brought to the Department's attention. The system of records also contains documents generated within VA that may contain the names, addresses and other identifying information of individuals who conduct business with VA, as well as material received, background information compiled and/or response sent.

SORN at 36584.1 The notice makes clear that the VA keeps paper records and maintains electronic records in VIEWS. SORN explains that the VA keeps the “[f]ull name, postal address, email address, phone and fax numbers of individuals corresponding with the Department, … as well as supporting documents.” at 36585. And “[r]ecords are retrieved using name, claim file number, social security number, date of birth, and other unique identifiers belonging to the individual to whom the information pertains.” at 36586 (emphasis added). For individuals “seeking information on the existence and content of records” pertaining to them, they “should contact the system manager [(Uriel Williams)] in writing ….” “A request for access to records must contain the requester's full name, address, telephone number, be signed by the requester, and describe the records sought in sufficient detail to enable VA personnel to locate them with a reasonable amount of effort.” Individuals “seeking to contest or amend records” in the VA’s system must also contact Mr. Williams in writing, and any “request to contest or amend records must state clearly and

1 All citations to SORN refer to 87 FR 36584-01. concisely what record is being contested, the reasons for contesting it, and the proposed amendment to the record.”

C. Ms. Ruell’s Records Ms. Ruell has worked for the VA since 2007. She is not an approved VIEWS user and has never had access to VIEWS. In 2014 and 2015, she testified as a whistleblower

before the United States Congress regarding system errors that impacted veterans’ benefit payments. As a whistleblower, Ms. Ruell alleges that she communicated with members of Congress, White House officials, the VA Secretary and other VA officials, and media outlets. Some of her confidential whistleblower communications are stored in

VIEWS and contain her PII and SPI. In addition, some of Ms. Ruell’s PII appears in other individuals’ records in VIEWS because she assisted other VA employees when they filed administrative claims against the VA. On June 23, 2022, another VA employee and whistleblower, Peter Rizzo,2 searched

for his own name in VIEWS and viewed documents that contained his whistleblower communications with a congressional representative. Mr. Rizzo and Ms. Ruell know each other, and Mr. Rizzo knew that Ms. Ruell was also a VA whistleblower. Mr. Rizzo searched

for Ms. Ruell’s name and accessed documents pertaining to her that no one had marked sensitive. Mr. Rizzo was not assigned to work on any of Ms. Ruell’s cases in VIEWS. However, he downloaded the documents and saved them locally to his VA laptop. Ms.

2 Mr. Rizzo no longer works for the VA. Ruell did not give Mr. Rizzo permission to view or download documents pertaining to her. Mr. Rizzo called Ms. Ruell and told her that he could access documents pertaining to her

in VIEWS. During a virtual meeting, Mr. Rizzo shared his screen so that Ms.

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