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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

Operation Intent Trigger Inputs Outputs Rules Tables SQL
Retrieve a policy (optionally masked) Retrieve a policy (optionally masked) caller requests a single policy by policy number data portal, policy number, mask-data flag (default False) populated clsPolicy BR-020 CANCELLATION, POLICY_PERIOD_MASTER, BUSINESS, POLICY SQL-070, SQL-071, SQL-072, SQL-073
Retrieve affiliated policies / policies for an account Retrieve affiliated policies / policies for an account caller needs the set of policies related to a subject policy or account data portal, policy number, AffiliationTypes value, mask-data flag clsPolicyCollection BR-020 POLICY SQL-074
Build a unified policy period timeline Build a unified policy period timeline any consumer needing the full period history of a policy across both administration systems data portal, policy number (or IEnumerable(Of Decimal) of policy numbers, or an association type) clsPolicyPeriodBaseCollection of iPolicyPeriod items BR-004, BR-005, BR-010, BR-011, BR-012, BR-013, BR-014, BR-015, BR-016, BR-031, BR-032 DUAL, POLICY_PERIOD_MASTER, POLICY_PERIOD_NON_WCIS, POLICY_PERIOD SQL-012, SQL-033, SQL-061, SQL-062, SQL-063, SQL-078, SQL-079, SQL-080, SQL-081, SQL-082, SQL-083, SQL-088, SQL-091, SQL-134, SQL-155
Configure dynamic period retrieval SQL Configure dynamic period retrieval SQL internal - invoked while executing OP-003 RetrievalModes value, policy number, optional StandardAssociationTypes value a fully-formed SQL statement plus bound parameters BR-004, BR-005, BR-010, BR-011, BR-012, BR-013, BR-014, BR-016, BR-031, BR-032 POLICY_PERIOD SQL-078, SQL-079, SQL-080, SQL-081, SQL-082, SQL-083, SQL-088
Determine standard premium for a period Determine standard premium for a period premium display or rating calculation data portal, period context standard premium amount BR-010, BR-013, BR-014, BR-015, BR-016, BR-022, BR-023, BR-031, BR-032 NON_WCIS_STAT_TRANS, SUB_CONSTANTS, POLICY_PERIOD, POLICY, WCIS_CONSTANTS SQL-061, SQL-062, SQL-078, SQL-079, SQL-080, SQL-081, SQL-082, SQL-083, SQL-084, SQL-085, SQL-086, SQL-087, SQL-106, SQL-107, SQL-108, SQL-109, SQL-110, SQL-111, SQL-112, SQL-113, SQL-114, SQL-115, SQL-116, SQL-117, SQL-118, SQL-119, SQL-120, SQL-121
Determine whether a period is issued Determine whether a period is issued issuance/print status checks — Boolean BR-010, BR-013, BR-014, BR-015, BR-016, BR-031, BR-032 SUB_CONSTANTS, POLICY_PERIOD, POLICY, WCIS_CONSTANTS SQL-061, SQL-062, SQL-078, SQL-079, SQL-080, SQL-081, SQL-082, SQL-083, SQL-106, SQL-107, SQL-108, SQL-109, SQL-110, SQL-111, SQL-112, SQL-113, SQL-114, SQL-115, SQL-116, SQL-117, SQL-118, SQL-119, SQL-120, SQL-121
Determine whether coverage is bound Determine whether coverage is bound — — — BR-010, BR-013, BR-014, BR-016, BR-031, BR-032 — SQL-078, SQL-079, SQL-080, SQL-081, SQL-082, SQL-083
Classify period status Classify period status any status-driven presentation or branching status code string (or Statuses value for the reverse direction) Statuses / StatusGroups value (or code string) BR-001, BR-002, BR-003, BR-027, BR-028 POLICY_PERIOD_STATUS_CODE, POLICY_STATUS_CODE SQL-092, SQL-093, SQL-094, SQL-095
Select the relevant period from a set Select the relevant period from a set consumers needing "the" period for a policy in a given context — — BR-004, BR-005, BR-010, BR-011, BR-012 POLICY_PERIOD SQL-088
Determine ownership requirements for an entity type Determine ownership requirements for an entity type underwriting/ownership data entry validation — — BR-006, BR-007, BR-008, BR-026 ENTITY_CODE SQL-058, SQL-059
Filter policy locations for a view Filter policy locations for a view any consumer needing a location subset — — BR-017, BR-018, BR-019, BR-020 DUAL, LOCATION, CONTACT, LOCATION_CODE, LOCATION_VIEW SQL-008, SQL-009, SQL-030, SQL-064, SQL-065, SQL-066, SQL-067, SQL-068, SQL-069, SQL-075, SQL-076, SQL-077, SQL-129, SQL-130, SQL-131, SQL-152
Record a cancellation reason override Record a cancellation reason override user overrides a cancellation reason — inserted CANCEL_REASON_OVERRIDE row BR-009, BR-033 DUAL, CANCEL_REASON_CODE, CANCELLATION, CANCEL_REASON_OVERRIDE, CARRIER_CHANGE_REASON_CODE, CARRIER_CODE SQL-001, SQL-002, SQL-003, SQL-004, SQL-022, SQL-023, SQL-024, SQL-025, SQL-026, SQL-045, SQL-046, SQL-047, SQL-048, SQL-049, SQL-050, SQL-051, SQL-052, SQL-053, SQL-122, SQL-123, SQL-124, SQL-125, SQL-145, SQL-146, SQL-147, SQL-148
Log a production error to WCIS Log a production error to WCIS — — — — — SQL-044
Retrieve employers-liability limits Retrieve employers-liability limits — — — BR-021, BR-024, BR-025, BR-033 DUAL, POLICY_PERIOD_EMP_LIAB, EMPLOYERS_LIABILITY_LIMITS, EMPLOYERS_LIABILITY_FACTORS SQL-010, SQL-011, SQL-031, SQL-032, SQL-056, SQL-057, SQL-089, SQL-090, SQL-132, SQL-133, SQL-153, SQL-154

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

Operation SQL Tables Type
Retrieve a policy (optionally masked) SQL-070, SQL-071, SQL-072, SQL-073 CANCELLATION, POLICY_PERIOD_MASTER, BUSINESS, POLICY Read / helper
Retrieve affiliated policies / policies for an account SQL-074 POLICY Read / helper
Build a unified policy period timeline SQL-012, SQL-033, SQL-061, SQL-062, SQL-063, SQL-078, SQL-079, SQL-080, SQL-081, SQL-082, SQL-083, SQL-088, SQL-091, SQL-134, SQL-155 DUAL, POLICY_PERIOD_MASTER, POLICY_PERIOD_NON_WCIS, POLICY_PERIOD Write
Configure dynamic period retrieval SQL SQL-078, SQL-079, SQL-080, SQL-081, SQL-082, SQL-083, SQL-088 POLICY_PERIOD Read / helper
Determine standard premium for a period SQL-061, SQL-062, SQL-078, SQL-079, SQL-080, SQL-081, SQL-082, SQL-083, SQL-084, SQL-085, SQL-086, SQL-087, SQL-106, SQL-107, SQL-108, SQL-109, SQL-110, SQL-111, SQL-112, SQL-113, SQL-114, SQL-115, SQL-116, SQL-117, SQL-118, SQL-119, SQL-120, SQL-121 NON_WCIS_STAT_TRANS, SUB_CONSTANTS, POLICY_PERIOD, POLICY, WCIS_CONSTANTS Read / helper
Determine whether a period is issued SQL-061, SQL-062, SQL-078, SQL-079, SQL-080, SQL-081, SQL-082, SQL-083, SQL-106, SQL-107, SQL-108, SQL-109, SQL-110, SQL-111, SQL-112, SQL-113, SQL-114, SQL-115, SQL-116, SQL-117, SQL-118, SQL-119, SQL-120, SQL-121 SUB_CONSTANTS, POLICY_PERIOD, POLICY, WCIS_CONSTANTS Read / helper
Determine whether coverage is bound SQL-078, SQL-079, SQL-080, SQL-081, SQL-082, SQL-083 — Read / helper
Classify period status SQL-092, SQL-093, SQL-094, SQL-095 POLICY_PERIOD_STATUS_CODE, POLICY_STATUS_CODE Read / helper
Select the relevant period from a set SQL-088 POLICY_PERIOD Read / helper
Determine ownership requirements for an entity type SQL-058, SQL-059 ENTITY_CODE Read / helper
Filter policy locations for a view SQL-008, SQL-009, SQL-030, SQL-064, SQL-065, SQL-066, SQL-067, SQL-068, SQL-069, SQL-075, SQL-076, SQL-077, SQL-129, SQL-130, SQL-131, SQL-152 DUAL, LOCATION, CONTACT, LOCATION_CODE, LOCATION_VIEW Write
Record a cancellation reason override SQL-001, SQL-002, SQL-003, SQL-004, SQL-022, SQL-023, SQL-024, SQL-025, SQL-026, SQL-045, SQL-046, SQL-047, SQL-048, SQL-049, SQL-050, SQL-051, SQL-052, SQL-053, SQL-122, SQL-123, SQL-124, SQL-125, SQL-145, SQL-146, SQL-147, SQL-148 DUAL, CANCEL_REASON_CODE, CANCELLATION, CANCEL_REASON_OVERRIDE, CARRIER_CHANGE_REASON_CODE, CARRIER_CODE Write
Log a production error to WCIS SQL-044 — Write
Retrieve employers-liability limits SQL-010, SQL-011, SQL-031, SQL-032, SQL-056, SQL-057, SQL-089, SQL-090, SQL-132, SQL-133, SQL-153, SQL-154 DUAL, POLICY_PERIOD_EMP_LIAB, EMPLOYERS_LIABILITY_LIMITS, EMPLOYERS_LIABILITY_FACTORS Write

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.

Note: Statements marked with † are derived from dependency library documentation via the Legends CLI.

Sources

  • Business\SAIF.Business.Policy.Core\clsPolicy.vb
  • Business\SAIF.Business.Policy.Core\clsPolicyCollection.vb
  • Business\SAIF.Business.Policy.Core\clsPolicyPeriodBase.vb
  • Business\SAIF.Business.Policy.Core\clsPolicyPeriod.vb
  • Business\SAIF.Business.Policy.Core\clsLegacyPolicyPeriod.vb
  • Business\SAIF.Business.Policy.Core\clsEntityType.vb
  • Business\SAIF.Business.Policy.Core\clsPolicyLocationCollection.vb
  • Business\SAIF.Business.Policy.Core\clsCancelReasonOverride.vb
  • Business\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