SAIF.Business.Policy.Audit.Premium operations and processes

This page is the operation catalog and cross-operation hub for the premium-audit library. Detailed step-by-step behavior lives in operations/ detail pages.

Operation catalog

Operation	Intent	Trigger	Inputs	Outputs	Rules	Tables	SQL
Select policies for premium audit (batch/expiring)	Premium-audit workflow	Monthly batch selection run	IDataPortalInfo, expiration date, maximum cyclical count, optional policy filter	Candidate periods, selected audits, overrides, and counters	BR-020, BR-021, BR-030, BR-031, BR-070, BR-071	—	SQL-014, SQL-015, SQL-027, SQL-028, SQL-029, SQL-051, SQL-059, SQL-060, SQL-061, SQL-085, SQL-086, SQL-093
Run audit selection tests	Premium-audit workflow	Selection manager has candidate audits for a category	Selection category, candidate audits, tester rules and values	Audits marked selected or deselected with test-result evidence	BR-001, BR-002, BR-003, BR-054, BR-072	—	SQL-016, SQL-055, SQL-056, SQL-057, SQL-062, SQL-063, SQL-064, SQL-065, SQL-066, SQL-073, SQL-094
Select policies for premium audit (off-cycle/daily)	Premium-audit workflow	Daily off-cycle selection run	IDataPortalInfo, last run date, current run date, optional policy filter	Off-cycle candidate periods and selected audits	BR-020, BR-021	—	SQL-027, SQL-028, SQL-029, SQL-060, SQL-061
Drop excess cyclical audits	Premium-audit workflow	Batch selection quota enforcement	End date and maximum cyclical count	Trimmed cyclical audit collection and dropped counter	—	—	—
Assign renewal (batch) audits to auditors	Premium-audit workflow	Monthly renewal assignment batch	IDataPortalInfo and assignment date	Assigned audits, staff tasks, policy notes, and counters	BR-012, BR-014, BR-015, BR-018, BR-019, BR-020, BR-021, BR-055, BR-064, BR-065, BR-066, BR-068	—	SQL-003, SQL-005, SQL-008, SQL-009, SQL-026, SQL-027, SQL-028, SQL-029, SQL-032, SQL-033, SQL-034, SQL-058, SQL-074, SQL-075, SQL-077, SQL-079, SQL-080, SQL-090
Assign off-cycle audits to auditors	Premium-audit workflow	Off-cycle assignment batch	IDataPortalInfo and assignment date	Assigned off-cycle audits, tasks, and counters	BR-012, BR-014, BR-015, BR-018, BR-019, BR-020, BR-021, BR-055, BR-064, BR-065, BR-066, BR-068	—	SQL-003, SQL-005, SQL-008, SQL-009, SQL-026, SQL-027, SQL-028, SQL-029, SQL-032, SQL-033, SQL-034, SQL-058, SQL-074, SQL-075, SQL-077, SQL-079, SQL-080, SQL-090
Assign an audit to an auditor	Premium-audit workflow	Assignment manager or caller chooses a specific auditor	Audit, auditor, optional explicit assignment date	Audit updated with auditor, office, assignment date, and assignment weight	BR-014, BR-015, BR-018, BR-019, BR-020, BR-021, BR-032, BR-035, BR-036, BR-037, BR-055, BR-057, BR-064, BR-065, BR-066	—	SQL-001, SQL-003, SQL-004, SQL-005, SQL-008, SQL-018, SQL-019, SQL-020, SQL-021, SQL-022, SQL-023, SQL-024, SQL-026, SQL-032, SQL-076, SQL-077, SQL-079, SQL-088
Synchronize an audit with WCIS policy-period changes	Premium-audit workflow	WCIS synchronization batch inspects an existing audit	Audit and synchronization task accumulator	Mutated audit plus follow-up tasks for staff	BR-017, BR-020, BR-021, BR-024, BR-026, BR-027, BR-028, BR-029, BR-032, BR-034, BR-035, BR-036, BR-037, BR-057	—	SQL-001, SQL-004, SQL-010, SQL-011, SQL-018, SQL-019, SQL-020, SQL-021, SQL-022, SQL-023, SQL-024, SQL-025, SQL-035, SQL-036, SQL-037, SQL-038, SQL-039, SQL-040, SQL-041, SQL-042, SQL-043, SQL-076, SQL-081, SQL-082, SQL-088, SQL-091
Save a premium audit	Premium-audit workflow	Caller invokes clsAudit.Save() or SaveChild()	Dirty audit aggregate, child collections, optional WCIS result payload	Persisted audit aggregate or failed save with broken rules	BR-020, BR-021, BR-027, BR-028, BR-029, BR-031, BR-032, BR-035, BR-036, BR-037, BR-041, BR-051, BR-057, BR-058, BR-067, BR-069, BR-070, BR-072	—	SQL-001, SQL-002, SQL-004, SQL-006, SQL-007, SQL-010, SQL-011, SQL-012, SQL-013, SQL-014, SQL-016, SQL-017, SQL-018, SQL-019, SQL-020, SQL-021, SQL-022, SQL-023, SQL-024, SQL-030, SQL-031, SQL-038, SQL-039, SQL-040, SQL-041, SQL-042, SQL-043, SQL-044, SQL-045, SQL-046, SQL-047, SQL-048, SQL-049, SQL-050, SQL-051, SQL-052, SQL-053, SQL-054, SQL-066, SQL-067, SQL-068, SQL-069, SQL-070, SQL-071, SQL-076, SQL-078, SQL-081, SQL-082, SQL-083, SQL-084, SQL-085, SQL-087, SQL-088, SQL-089, SQL-091, SQL-092, SQL-093, SQL-094, SQL-095
Audit lifecycle status transitions	Premium-audit workflow	Callers cancel, revise, complete, or derive audit status	Audit state, result payloads, cancel reasons, and prior-audit context	Updated status, result state, and duplicate-audit checks	BR-020, BR-021, BR-032, BR-035, BR-036, BR-037, BR-057, BR-058, BR-067	—	SQL-001, SQL-002, SQL-004, SQL-006, SQL-007, SQL-018, SQL-019, SQL-020, SQL-021, SQL-022, SQL-023, SQL-024, SQL-030, SQL-031, SQL-070, SQL-071, SQL-072, SQL-076, SQL-078, SQL-088, SQL-089

Process flow diagram

The following diagram visualizes the main operational flow across selection, assignment, synchronization, and save operations.

flowchart TD
 Start([Selection trigger]) --> Select[Select policy periods]
 Select --> Test[Run selection tests]
 Test --> Assign[Assign audits]
 Assign --> Sync[Synchronize coverage changes]
 Sync --> Save[Save premium audit]
 Save --> Status[Derive lifecycle status]

Inherited operations and processes

From clsBusinessBase (SAIF.Framework.Core)

Operation	Intent	Provided by	Origin	Embedded in
Evaluate business object rules	Execute registered rules and refresh broken-rule state.*	clsRulesManager	SAIF.Framework.Core	Save a premium audit
Save business object graph	Validate and persist the root or child object through the BOF data portal.*	clsBusinessBase	SAIF.Framework.Core	Save a premium audit
Save managed collection	Persist child collections in sequence and stop on the first failure.*	clsBusinessCollectionBase	SAIF.Framework.Core	Save a premium audit

Origin: These operations are provided by framework base classes and are embedded where the local library invokes BOF lifecycle behavior.*

Database interactions

• See the operation catalog and the linked SQL documents for database touchpoints.

Failure and edge-case behavior

• The dynamic audit-collection retrieval SQL contains an unclosed JOIN BUSINESS parenthesis defect and two direct-interpolation risk points (PolicyNumberList, RowLimit).
• Three Oracle references are unresolved from repository evidence and are documented as not found instead of reverse-engineered from .NET callers.**
• SQL IDs SQL-047, SQL-048, and SQL-073 come from uncompiled source files and therefore represent dead code, not runtime behavior.
• Remote-wrapper Oracle calls forward critical payroll-audit and document-generation work to @POLDB, outside the code shipped in this repository.

Related documentation

• Index
• Overview
• Architecture
• Dependencies
• Business rules
• Database tables
• SQL catalog
• API reference

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.Premium\clsAuditSelectionManager.vb
• Business\SAIF.Business.Policy.Audit.Premium\clsAuditAssignmentManager.vb
• Business\SAIF.Business.Policy.Audit.Premium\clsAudit.vb
• Business\SAIF.Business.Policy.Audit.Premium\clsAuditSynchronization.vb
• Business\SAIF.Business.Policy.Audit.Premium\clsAuditCollection.vb

Stored procedure operations

Operation	Description	Source	Link
Retrieve expiring policy periods for audit selection	Opens a ref cursor of policy periods expiring on a given date, tagged 'EXP', excluding cancelled and pending periods	pk73211_premium_audit.GetExpiringPolicies	Details
Retrieve off-cycle policy periods for audit selection	Unions four candidate populations — new-business P401 endorsements, batch payroll audits, leasing-parent payroll audits and 15-day-delayed mid-term cancellations — into one ref cursor	pk73211_premium_audit.GetOffCyclePolicies	Details
Determine the audit address location	Picks the single best visitable location for an audit — AUD, then PAY, then POL, then primary BUS — rejecting expired locations and post-office boxes	pk73211_premium_audit.GetAuditLocationSeqNum	Details
Get the ending experience-modification factor	Returns the ERP rating-plan factor in force on the last day of audited coverage, or the neutral 1.0	pk73211_premium_audit.get_ending_er_mod_for_pol_per	Details
Get the current annual premium	Nets NEAP base amounts against DCBS difference amounts over the newest premium-history set	pk73211_premium_audit.get_current_premium	Details
Get the policy period's payroll classes	Opens a ref cursor of distinct four-digit manual class numbers and their rates from the newest premium-history set	pk73211_premium_audit.get_payroll_classes	Details
Create a payroll audit on the policy system	Remote-only wrapper: forwards policy number, period effective date, last date of coverage, revision flag and due date to the policy database and returns the new payroll sequence number	pk73211_premium_audit.insert_pol_per_payroll_audit	Details
Cancel a payroll audit on the policy system	Remote-only wrapper: forwards the payroll sequence number to the policy database	pk73211_premium_audit.cancel_pol_per_payroll_audit	Details
Generate WCIS audit documents	Remote-only wrapper: forwards the audit sequence number and revision indicator to the policy database, which produces the audit endorsement/document set	pk73211_premium_audit.generate_wcis_audit_documents	Details
Get the WCIS standard premium	Resolves the newest premium-history set for the policy period and returns its standard premium	pk72846_view_policy.sp73111_get_wcis_std_premium	Details
Determine whether a policy period bills in arrears	Walks billing master → billing defaults → payment plan type and reports 'Y' unless the plan generates instalment or pre-pay billing	pk73057_billing_master.is_on_arrears_plan	Details