SAIF.Business.Policy.Core operations and processes¶
This page is the operation catalog and cross-operation hub for this library. Each operation's detailed, step-by-step logic lives in its own page under operations/.
Operation catalog¶
Process flow diagram¶
The following diagram visualizes the primary operational flow across policy and period workflows.
flowchart TD
Start([Caller request]) --> Policy[Retrieve policy or collection]
Policy --> Periods[Resolve policy periods or lookups]
Periods --> Branch{Persistence required?}
Branch -->|Yes| Save[Run BOF write lifecycle]
Branch -->|No| Return[Return query results]
Save --> Return
Inherited operations and processes¶
Operations in this section originate from BOF framework base classes.
From clsBusinessBase (SAIF.Framework.Core)¶
| Operation | Intent | Provided by | Origin | Embedded in |
|---|---|---|---|---|
| Manage edit session | Begin, cancel, or apply BOF edit state† | clsBusinessBase |
SAIF.Framework.Core |
Business-object types in this library |
| Evaluate business rules | Run named BOF rules and surface broken-rule state† | clsBusinessBase |
SAIF.Framework.Core |
Validation and save-oriented operations |
Database interactions¶
Failure and edge-case behavior¶
- Unsupported association types raise an exception through BR-012.
- Legacy-period issuance always reports false through BR-015.
- Masking behavior is caller-controlled through BR-020.
Related documentation¶
- Index
- Overview
- Architecture
- Dependencies
- Business rules
- Database tables
- SQL catalog
- Procedures
- Configuration
- API reference
Note: Statements marked with
†are derived from dependency library documentation via the Legends CLI.
Sources¶
Business\SAIF.Business.Policy.Core\clsPolicy.vbBusiness\SAIF.Business.Policy.Core\clsPolicyCollection.vbBusiness\SAIF.Business.Policy.Core\clsPolicyPeriodBase.vbBusiness\SAIF.Business.Policy.Core\clsPolicyPeriod.vbBusiness\SAIF.Business.Policy.Core\clsLegacyPolicyPeriod.vbBusiness\SAIF.Business.Policy.Core\clsEntityType.vbBusiness\SAIF.Business.Policy.Core\clsPolicyLocationCollection.vbBusiness\SAIF.Business.Policy.Core\clsCancelReasonOverride.vbBusiness\SAIF.Business.Policy.Core\WCISInquiry.vb
Stored procedure operations¶
| Operation | Description | Source | Link |
|---|---|---|---|
| Compute WCIS standard premium for a premium-history set | Sums premium-summary difference amounts up to the experience-modification priority for one premium-history set | pk72195_renewal.sp72187_get_standard_prem |
Details |
| Calculate weighted claim frequency | Remote passthrough to POLDB for renewal weighted-frequency calculation | pk72195_renewal.sp72190_calc_weighted_freq |
Details |
| Classify a policy as regional-office | Applies four ordered tests (premium threshold, temp agency, FELA/Maritime jurisdiction, entity 50) to decide regional-office handling | pk72226_team_assignment.regional_office_yn |
Details |
| Retrieve standardised WCIS standard premium | Resolves the latest premium-history set for the period and returns its standard premium | pk72846_view_policy.sp73111_get_wcis_std_premium |
Details |
| Log a production error | Writes a module/error row in an autonomous transaction so the log survives caller rollback | pk72899_production_error.sp72900_post_production_error |
Details |
| Determine payroll-report-schedule billing | Walks billing master → billing defaults → payment-plan type to read the payroll-report-schedule flag | pk73057_billing_master.bm_report_schedule_flag_yn |
Details |
| Determine arrears billing | Same join path; classifies the plan as arrears unless it generates instalments or prepayments | pk73057_billing_master.is_on_arrears_plan |
Details |
| Determine manual premium | Remote passthrough to POLDB for manual premium | pk73059_prem_hist_summary.determine_manual_premium |
Details |
| Derive the six-digit governing class (WCIS) | Picks the manual class with the greatest summed payroll in the latest premium-history set, excluding clerical/sales/drivers, with two fallback passes | pk73059_prem_hist_summary.get_6_digit_gov_class |
Details |
| Count billing-master rows for quote print | Remote count wrapper used to decide whether billing data exists for a quote | pk73190_quoteprint.Get_Billing_Master_Count |
Details |
| Count premium-history rows for quote print | Remote count wrapper used to decide whether premium history exists for a quote | pk73190_quoteprint.Get_Premium_History_Count |
Details |
| Count rating plans for quote print | Remote count wrapper used to decide whether rating plans exist for a quote | pk73190_quoteprint.Get_Rating_Plan_Count |
Details |
| Report information-page print status | Character wrapper over the booleansp72253_info_page_printed |
SP72347_INFO_PAGE_PRINTED_YN |
Details |
| Retrieve the WCIS governing class | Calls the rating package and returns only the governing class, discarding the minimum premium | SP72658_GET_GOV_CLASS |
Details |
| Run the preliminary-audit finalization edit | Remote edit that sets anIN OUT flag indicating whether a preliminary audit is required |
Sp72803_Edit_Prelim_Audit |
Details |
| Derive the continuous-coverage date | Finds the most recent break in the policy-period chain and in the explicit coverage-gap table, then picks the appropriate resumption date | sp72814_get_cont_cov_date |
Details |
| Derive the legacy governing class | Same payroll-contest algorithm as the WCIS version but over legacy class-coverage tables and truncated to four digits | SP73029_GET_NONWCIS_GOV_CLASS |
Details |
| Report coverage-bound status | Character wrapper over the booleansp72325_chk_if_policy_bound |
sp73089_get_policy_bound_flag |
Details |