Select policies for premium audit (batch/expiring)

Premium-audit workflow detail.

Field	Value
Operation ID	OP-001
Trigger	Monthly batch selection run
Inputs	IDataPortalInfo, expiration date, maximum cyclical count, optional policy filter
Outputs	Candidate periods, selected audits, overrides, and counters
Primary components	clsAuditSelectionManager.GetExpiringPolicys, SelectPoliciesForAudit
Entry point	Business\SAIF.Business.Policy.Audit.Premium\clsAuditSelectionManager.vb

Steps

1. Load candidate expiring policy periods and apply any caller-supplied policy-number filter.
2. Set the batch audit reason and build candidate audits for each policy period.
3. Run the configured selection-test catalog and keep only audits that remain selected.
4. Carry one-time instructions and reviewer overrides into the new audit, then clear the override row for the next cycle.
5. Traceability summary. Primary rules: BR-020, BR-021, BR-030, BR-031, BR-070, BR-071. SQL and Oracle calls: SQL-014, SQL-015, SQL-027, SQL-028, SQL-029, SQL-051, SQL-059, SQL-060, SQL-061, SQL-085, SQL-086, SQL-093.

Process flow

The following diagram visualizes this operation's control flow.

flowchart TD
 Start([Trigger]) --> S1[Load context]
 S1 --> S2[Run core logic]
 S2 --> EndOk([Outcome])

Failure and edge-case behavior

• Review the linked rule and SQL documents for operation-specific validation failures and persistence behavior.
• Remote-wrapper SQL and not-found Oracle references are documented in the linked SQL and procedure pages where applicable.

Related documentation

• Operations and processes
• Business rules
• SQL catalog
• Database tables

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