SAIF.Business.Policy.Agency overview

Documentation context: Packaged Component (NuGet)

SAIF.Business.Policy.Agency is the policy-distribution business-object library for agencies, their contracts, their office locations, and the producers attached to them. It packages read-only BOF business objects over the AGENCY, AGENCY_CONTRACT, AGENT, and POLICY tables while relying on shared framework data-portal services for execution, validation, and object lifecycle management.

Purpose

• Provide read-only business objects for retrieving agencies, agency contracts, agency offices, and producers by key, agency scope, FEID, or contract-type criteria.
• Expose lazy and bulk-load navigation patterns so higher-level callers can traverse agency-to-contract and agency-to-producer relationships.
• Supply small helper surfaces such as contract-type classification, office eligibility checks, producer-commission checks, and underwriting-facing agent identity data.

Responsibilities

• Retrieve one agency or a filtered set of agencies from AGENCY.
• Retrieve agency contracts from AGENCY_CONTRACT and translate persisted contract and commission codes into domain enums.
• Retrieve agency-office and producer views from AGENT, including the policy agent-of-record lookup against POLICY.
• Aggregate producers and contracts across an agency collection without issuing one query per agency.

Key components

• clsAgency and clsAgencyCollection: aggregate root plus collection helpers for filtered retrieval and bulk child loading.
• clsAgencyContract and clsAgencyContractCollection: appointment and commission arrangement model with enum conversion helpers.
• clsAgencyOffice and clsAgencyOfficeCollection: office/location view over AGENT.
• clsProducer and clsProducerCollection: producer view over AGENT, including the policy agent-of-record lookup.
• clsAgentUnderwritingData: lightweight carrier for agency and producer identity plus mailing address data.
• Institutions: generated typed DataSet for bank and routing reference data.

Related documentation

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

Sources

• Business\SAIF.Business.Policy.Agency\SAIF.BOF.Business.Policy.Agency.nuspec
• Business\SAIF.Business.Policy.Agency\clsAgency.vb
• Business\SAIF.Business.Policy.Agency\clsAgencyCollection.vb
• Business\SAIF.Business.Policy.Agency\clsAgencyContract.vb
• Business\SAIF.Business.Policy.Agency\clsAgencyOffice.vb
• Business\SAIF.Business.Policy.Agency\clsProducer.vb
• Business\SAIF.Business.Policy.Agency\clsAgentUnderwritingData.vb
• Business\SAIF.Business.Policy.Agency\Institutions.Designer.vb