Evaluate agency status predicates

This operation interprets loaded agency state into business-friendly Boolean helpers and formatted display values.

Field	Value
Operation ID	OP-011
Trigger	A caller reads status, flag, or display properties on clsAgency.
Inputs	Loaded agency state, optional as-of date
Outputs	Boolean flags and formatted name strings
Primary components	clsAgency.IsActive, IsExpired, IsDirectWriter, IsSAIF, Name, NameAbbreviated
Entry point	Business\SAIF.Business.Policy.Agency\clsAgency.vb

Steps

1. Evaluate date-window predicates by comparing the requested date to the agency's effective and expiration dates (BR-008).
2. Translate persisted Y/N flags such as direct-writer, EFT, paperless, and no-touch-quote exclusion through the framework Boolean helpers (BR-018).
3. Compare the loaded sequence number to the published special constants to determine whether the row represents SAIF itself or the not-yet-appointed agency (BR-019).
4. Format the display name with title casing, and derive the abbreviated variant by shortening Insurance and Services (BR-020).
5. Reuse the loaded AGENCY state originally supplied by SQL-001 or SQL-002.

Process flow

The following diagram visualizes status and display evaluation.

flowchart TD
  Start([Read property]) --> Date[Evaluate date window]
  Date --> Flags[Convert Y/N flags]
  Flags --> Special[Check special sequence numbers]
  Special --> Name[Format display names]
  Name --> End([Status returned])

Failure and edge-case behavior

• Status helpers rely on the agency object already being loaded with current data.

Related documentation

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

Sources

• Business\SAIF.Business.Policy.Agency\clsAgency.vb