SAIF.Business.Policy.Affiliate architecture

SAIF.Business.Policy.Affiliate is a mid-tier BOF business-object library that models affiliates attached to a policy: interested parties, preferred workers, and corporate officer exemptions. It uses shared base classes to centralize association SQL and delegates lifecycle orchestration to framework data-portal services rather than managing connections or transactions directly.

Responsibilities

• Model the AFFILIATE person entity and the BUSINESS_AFFILIATE policy-association entity.
• Differentiate interested parties and preferred workers by AFFILIATE_TYPE_CODE while reusing the same shared join fragments.
• Retrieve corporate officer exemptions as a separate result-set-based object family.
• Resolve code descriptions through framework code collections and expose nested affiliate objects where required.

Component boundaries

• clsAffiliate (clsBusinessBase*): standalone person entity keyed by SSN.
• clsPolicyAffiliateBase / clsPolicyAffiliateBaseCollection: abstract templates that centralize association identity, joined affiliate hydration, and common retrieve criteria.
• clsInterestedParty / clsInterestedPartyCollection: concrete affiliate-type-1 policy associations.
• clsPolicyPreferredWorker / clsPolicyPreferredWorkerCollection: concrete affiliate-type-2 policy associations with a lazy eligibility lookup against PREFERRED_WORKER.
• clsCorporateOfficerExemption / clsCorporateOfficerExemptionCollection: exemption objects loaded through clsResultSet rather than IDataReader.

Interaction model

• Standard BOF retrieve callbacks (BeforeRetrieve / AfterRetrieve) drive all keyed and collection retrievals except the preferred-worker eligibility lookup.
• clsPolicyAffiliateBase.Fill hydrates a nested clsAffiliate from the same joined row so callers receive the association and person together.
• clsPolicyPreferredWorker.GetPreferredWorkerData creates an application-layer portal request on first access to eligibility properties and selects the earliest qualifying eligibility row.
• All persistence-oriented SQL properties throw ApplicationException, so the library remains retrieve-only even when objects are editable in memory.

Architecture diagram

The following diagram shows the affiliate/association hierarchy and its retrieve paths.

flowchart TD
  Caller[Caller] --> A1[clsAffiliate]
  Caller --> A2[clsInterestedPartyCollection]
  Caller --> A3[clsPolicyPreferredWorkerCollection]
  Caller --> A4[clsCorporateOfficerExemptionCollection]
  A2 --> Base[clsPolicyAffiliateBase<br>shared association logic]
  A3 --> Base
  Base --> Aff[clsAffiliate<br>nested hydration]
  A3 -. lazy lookup .-> Elig[GetPreferredWorkerData]
  A1 --> Portal["IDataPortalInfo / IDataAccess*"]
  Base --> Portal
  A4 --> Portal
  Elig --> Portal
  Portal --> Oracle[(Oracle)]

Sequence diagram

The following diagram shows a representative interested-party collection retrieval.

sequenceDiagram
  participant Client
  participant Collection as clsInterestedPartyCollection
  participant Portal as IDataAccess*
  participant Oracle
  Client->>Collection: GetInterestedPartyCollection(portal, policy, start, end)
  Collection->>Portal: RetrieveObject(criteria)
  Portal->>Oracle: Execute joined BUSINESS_AFFILIATE + AFFILIATE SQL
  Oracle-->>Portal: IDataReader
  Portal-->>Collection: Row stream
  Collection->>Collection: Load child objects and optional cached code tables
  Collection-->>Client: Populated collection

Design constraints

• The library is retrieve-only; no live create, insert, update, or delete SQL is exposed.
• Policy-affiliate queries surface personally identifying data such as SSN and date of birth, but no local authorization checks were found in this library.
• Interested-party and preferred-worker families use IDataReader-style loading, while corporate officer exemptions use clsResultSet, so two BOF result patterns coexist in the same package.

Related documentation

• Index
• Overview
• Dependencies
• Operations and processes
• Business rules
• Database tables
• SQL catalog
• API reference
• Configuration

Note: Statements marked with * were inferred from code structure, naming conventions, or contextual evidence where direct confirmation was not available in source artifacts. Statements marked with ** could not be confirmed; treat as unknown until verified.

Sources

• Business\SAIF.Business.Policy.Affiliate\clsAffiliate.vb
• Business\SAIF.Business.Policy.Affiliate\clsPolicyAffiliateBase.vb
• Business\SAIF.Business.Policy.Affiliate\clsPolicyAffiliateBaseCollection.vb
• Business\SAIF.Business.Policy.Affiliate\clsInterestedParty.vb
• Business\SAIF.Business.Policy.Affiliate\clsInterestedPartyCollection.vb
• Business\SAIF.Business.Policy.Affiliate\clsPolicyPreferredWorker.vb
• Business\SAIF.Business.Policy.Affiliate\clsPolicyPreferredWorkerCollection.vb
• Business\SAIF.Business.Policy.Affiliate\clsCorporateOfficerExemption.vb
• Business\SAIF.Business.Policy.Affiliate\clsCorporateOfficerExemptionCollection.vb