---
title: PolicyDocumentConfig
summary: API reference for PolicyDocumentConfig.
status: draft
owner: Technical Writer
last_reviewed: 2026-07-31
library: SAIF.Business.Policy.Audit.ApiCalls
reference_type: package
---

# PolicyDocumentConfig

Preset-driven policy document payload posted to `/v1/documents/distribute/presets`.

## Purpose
- Carry the book-of-business, packet, preset, policy, imaging, and contact fields required by the preset-based distribution API.
- Provide the richer document-distribution model used by `PolicyDocDistributionCall`.

## Context
- Namespace: `SAIF.Business.Policy.Audit.ApiCalls`
- Assembly/package: `SAIF.Business.Policy.Audit.ApiCalls`

## Public members
| Member | Signature | Purpose |
| --- | --- | --- |
| BookOfBusiness | `public string BookOfBusiness { get; set; }` | Business line/book the policy belongs to, used to select the correct preset configuration downstream.* |
| PacketName | `public string PacketName { get; set; }` | Name of the document packet/preset to render and distribute. |
| BusinessActivity | `public string BusinessActivity { get; set; } //we can use this to set the doc sub type on imaging config (e.g. Renewal, New Business, Rewrite)` | Business transaction type (e.g. Renewal, New Business, Rewrite) that downstream services can map to the imaging document subtype. |
| Username | `public string Username { get; set; }` | Submitter identity attached to the preset-distribution request. |
| PresetKey | `public Dictionary<string, string> PresetKey { get; set; }` | Key/value parameters the downstream service uses to resolve which preset configuration applies to this request. |
| PolicyNumber | `public int PolicyNumber { get; set; }` | Policy number the preset-distribution request applies to. |
| ImagingData | `public ImagingMetadata ImagingData { get; set; }` | Imaging metadata (transaction, account, and date values) attached to the preset-distribution payload. |
| PolicyHolder | `public PolicyHolderContact PolicyHolder { get; set; }` | Policy-holder recipient contact for the preset distribution, serialized with contact type `PH` ([BR-AAC-019](../../../../../../business-rules.md#br-aac-019-contacts-serialize-to-three-allowed-recipient-codes)). |
| Agent | `public AgentContact Agent { get; set; }` | Agent recipient contact for the preset distribution, serialized with contact type `AG` ([BR-AAC-019](../../../../../../business-rules.md#br-aac-019-contacts-serialize-to-three-allowed-recipient-codes)). |
| ThirdParty | `public ThirdPartyContact ThirdParty { get; set; }` | Third-party recipient contact for the preset distribution, serialized with contact type `3P` ([BR-AAC-019](../../../../../../business-rules.md#br-aac-019-contacts-serialize-to-three-allowed-recipient-codes)). |
| PacketXml | `public string PacketXml { get; set; }` | Generated document XML content that the preset-distribution service renders and delivers. |

## Behavioral notes
- The payload can include up to three recipient contacts plus imaging metadata and raw packet XML.

## Constraints and usage notes
- The class shapes only the payload; downstream services define preset-key rules and required combinations.

> **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.Audit.ApiCalls\PolicyDocumentConfig.cs`