SAIF.Business.Policy.Group operations and processes

This page is the operation catalog and cross-operation hub for SAIF.Business.Policy.Group. The library exposes ten documented operations spanning group retrieval, group persistence, chapter and contact lookup, discount-factor supply, underwriting-eligibility retrieval, significant-class maintenance, and policy-period group membership. Detailed step-by-step logic lives in the per-operation pages under operations/.

Operation catalog

Operation	Intent	Trigger	Inputs	Outputs	Rules	Tables	SQL
Retrieve a group association	Retrieve one group master record by group code.	Caller needs a single group's master record	IDataPortalInfo, group code	A populated clsGroupAssociation marked old.	BR-001, BR-002, BR-003	GROUP_ASSOCIATION	SQL-021
Retrieve all group associations	Retrieve the full group catalog for in-memory filtering.	Caller needs the full group catalog for selection or filtering	—	A populated clsGroupAssociationCollection.	BR-002, BR-003, BR-004	GROUP_ASSOCIATION	SQL-022
Persist group associations (insert / update / delete)	Insert, update, or delete group master rows through BOF lifecycle hooks.	Caller saves a group association or the collection	—	Rows persisted or generic/contention errors added to the object or collection.	BR-001, BR-009, BR-010, BR-011, BR-012, BR-021	DUAL, GROUP_ASSOCIATION	SQL-002, SQL-003, SQL-010, SQL-011, SQL-030, SQL-031, SQL-038, SQL-039
Load a group's chapters	Retrieve a groups chapters and seed a placeholder when none exist.	Caller reads clsGroupAssociation.Chapters or requests chapters directly	—	A clsChapterCollection, or a placeholder chapter when no rows exist.	BR-005, BR-006, BR-023	GROUP_CHAPTER	SQL-018
Create and persist a chapter	Create a chapter in memory or retrieve one chapter as of a date.		—	A seeded chapter object or a retrieved effective chapter row.	BR-006, BR-007, BR-008, BR-023	GROUP_CHAPTER	SQL-017
Retrieve a group contact	Retrieve the contact for a group or chapter.		—	A populated clsContact.	BR-023	GROUP_ASSOCIATION_CONTACT	SQL-020
Supply the group discount factor to rating	Supply a time-effective group discount factor to rating consumers.	The rating engine requests the group adjustment factor for a policy	iAdjustedRateProvider	Either the persisted group discount or NonApplicableAdjustedRateFactor.	BR-013, BR-014, BR-015, BR-021	DUAL, GROUP_ASSOCIATION_DETAIL	SQL-004, SQL-012, SQL-023, SQL-024, SQL-032, SQL-040
Evaluate group underwriting eligibility inputs	Retrieve underwriting criteria and significant-class inputs for group eligibility evaluation.	Underwriting evaluates whether a policy qualifies for a group	—	Criteria flags, threshold values, and filtered significant classes.	BR-016, BR-017, BR-018, BR-019, BR-020, BR-021	DUAL, GROUP_UNDERWRITING_CRITERIA	SQL-005, SQL-013, SQL-025, SQL-033, SQL-041
Maintain a group's significant classes	Retrieve, classify, insert, update, and delete significant-class rows and their control records.		—	Updated significant-class rows plus control-row state and row-count errors when writes fail.	BR-009, BR-010, BR-011, BR-012, BR-018, BR-019, BR-020, BR-021	DUAL, GROUP_ELIGIBILITY_CTL, GROUP_ELIGIBILITY_CLASS	SQL-001, SQL-007, SQL-008, SQL-009, SQL-015, SQL-016, SQL-019, SQL-027, SQL-028, SQL-029, SQL-035, SQL-036, SQL-037, SQL-043, SQL-044
Link a policy period to a group	Create, retrieve, update, or delete a policy-period group-membership row.	A policy period is enrolled in, changed within, or terminated from a group	—	A persisted or retrieved clsPolicyPeriodGroupAssociation.	BR-009, BR-010, BR-011, BR-021, BR-022	DUAL, POLICY_PERIOD_GROUP_ASSOC	SQL-006, SQL-014, SQL-026, SQL-034, SQL-042

Process flow diagram

The following diagram shows the primary library-level flow between retrieval, evaluation, and persistence operations.

flowchart TD
    Start([Caller requests group data]) --> Retrieve[Retrieve group / chapter / contact]
    Retrieve --> Filter[Apply in-memory filters or typed accessors]
    Filter --> Discount[Supply discount factor]
    Filter --> UW[Retrieve underwriting criteria
and significant classes]
    Retrieve --> Persist[Persist group, significance,
or membership rows]
    UW --> Persist
    Persist --> End([Rows saved or BOF errors returned])

Inherited operations and processes

Operations in this section originate from framework base classes and are inherited or delegated rather than implemented directly in this library.

From clsBusinessBase (SAIF.Framework.Core)

Operation	Intent	Provided by	Origin	Embedded in
Manage edit session	Open, commit, or roll back an in-memory BOF edit scope.†	clsBusinessBase	SAIF.Framework.Core	Persist group associations, Maintain a group's significant classes, Link a policy period to a group
Evaluate business object rules	Execute shared BOF rules before callers depend on object validity.†	clsBusinessBase	SAIF.Framework.Core	Persist group associations, Supply the group discount factor to rating, Evaluate group underwriting eligibility inputs
Execute data-portal request	Dispatch criteria SQL to Oracle and hydrate BOF objects.†	clsBusinessBase	SAIF.Framework.Core	Retrieve a group association, Load a group's chapters, Retrieve a group contact

From clsBusinessCollectionBase (SAIF.Framework.Core)

Operation	Intent	Provided by	Origin	Embedded in
Save managed business collection	Persist deleted items first, then active children, stopping at the first child failure.†	clsBusinessCollectionBase	SAIF.Framework.Core	Persist group associations, Maintain a group's significant classes
Traverse collection state	Maintain collection position and expose collection-level validation state.†	clsBusinessCollectionBase	SAIF.Framework.Core	Retrieve all group associations, Load a group's chapters, Maintain a group's significant classes

Database interactions

The following table summarizes which operations touch the database. Per-step SQL and table citations live in the operation detail pages.

Operation	SQL	Tables	Type
Retrieve a group association	SQL-021	GROUP_ASSOCIATION	Read
Retrieve all group associations	SQL-022	GROUP_ASSOCIATION	Read
Persist group associations (insert / update / delete)	SQL-002, SQL-003, SQL-010, SQL-011, SQL-030, SQL-031, SQL-038, SQL-039	DUAL, GROUP_ASSOCIATION	Write
Load a group's chapters	SQL-018	GROUP_CHAPTER	Read
Create and persist a chapter	SQL-017	GROUP_CHAPTER	Read
Retrieve a group contact	SQL-020	GROUP_ASSOCIATION_CONTACT	Read
Supply the group discount factor to rating	SQL-004, SQL-012, SQL-023, SQL-024, SQL-032, SQL-040	DUAL, GROUP_ASSOCIATION_DETAIL	Read / Write
Evaluate group underwriting eligibility inputs	SQL-005, SQL-013, SQL-025, SQL-033, SQL-041	DUAL, GROUP_UNDERWRITING_CRITERIA	Read / Write
Maintain a group's significant classes	SQL-001, SQL-007, SQL-008, SQL-009, SQL-015, SQL-016, SQL-019, SQL-027, SQL-028, SQL-029, SQL-035, SQL-036, SQL-037, SQL-043, SQL-044	DUAL, GROUP_ELIGIBILITY_CTL, GROUP_ELIGIBILITY_CLASS	Read / Write
Link a policy period to a group	SQL-006, SQL-014, SQL-026, SQL-034, SQL-042	DUAL, POLICY_PERIOD_GROUP_ASSOC	Read / Write

Failure and edge-case behavior

• Chapter creation can seed an in-memory chapter object, but compiled source contains no chapter persistence SQL, so persistence responsibility lies elsewhere or remains incomplete.
• Two collection reads (SQL-022, SQL-024) scan their full table because no filter is applied.
• Nine statements are truncated at a bare Where, so the affected save/delete/retrieve paths are not executable as written.
• The eight sequence reads use placeholder identifiers rather than real Oracle NEXTVAL syntax, leaving create-path sequence generation unresolved.**

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. Statements marked with † were retrieved from dependency library documentation via the Legends CLI RAG service.

Sources

• Business\SAIF.Business.Policy.Group\clsChapter.vb
• Business\SAIF.Business.Policy.Group\clsChapterCollection.vb
• Business\SAIF.Business.Policy.Group\clsClassSignificance.vb
• Business\SAIF.Business.Policy.Group\clsContact.vb
• Business\SAIF.Business.Policy.Group\clsGroupAssociation.vb
• Business\SAIF.Business.Policy.Group\clsGroupAssociationCollection.vb
• Business\SAIF.Business.Policy.Group\clsGroupAssociationDiscount.vb
• Business\SAIF.Business.Policy.Group\clsGroupAssociationDiscountCollection.vb
• Business\SAIF.Business.Policy.Group\clsGroupUnderwritingCriteria.vb
• Business\SAIF.Business.Policy.Group\clsPolicyPeriodGroupAssociation.vb
• Business\SAIF.Business.Policy.Group\clsSignificantClass.vb
• Business\SAIF.Business.Policy.Group\clsSignificantClassCollection.vb