---
title: "SQL-025: Retrieve underwriting criteria as of a date"
summary: Retrieve underwriting criteria as of a date
status: draft
owner: Technical Writer
last_reviewed: 2026-07-31
library: SAIF.Business.Policy.Group
reference_type: package
---

# SQL-025: Retrieve underwriting criteria as of a date

`SQL-025` retrieve underwriting criteria as of a date in support of `clsGroupUnderwritingCriteria`.

## Classification

| Field | Value |
| --- | --- |
| **SQL ID** | SQL-025 |
| **Operation type** | Read |
| **Execution method** | Inline SQL via BOF data portal |
| **Database** | Oracle |
| **Schema** | `[unqualified]**` |
| **Command type** | Text |
| **Business object** | `clsGroupUnderwritingCriteria` |
| **Criteria property** | `RetrieveSQL` |
| **Lifecycle method** | `BeforeRetrieve` / `AfterRetrieve` |

## Parameters

| Parameter | Direction | Type | Max length | Description |
| --- | --- | --- | --- | --- |
| `:GroupAssociationCode` | In | String | not specified | Criteria property — owning group code. |
| `:EffDate` | In | Date | not specified | Bound from criteria property `EffectiveDate`; bound three times to select the row whose period spans the date. |

## Tables

| Table | Access | Columns used |
| --- | --- | --- |
| [GROUP_UNDERWRITING_CRITERIA](../database-tables.md#group_underwriting_criteria) | SELECT | GROUP_ASSOCIATION_CODE, EFF_DATE, EXP_DATE, PREMIUM_THRESHOLD_AMOUNT, EXPERIENCE_RATING_FACTOR, EXPERIENCE_RATING_EARNED_FLAG, LOSS_RATIO_FACTOR, NEW_BUSINESS_FREQ_FACTOR, RENEWAL_FREQ_FACTOR, SWING_LIMITED_FLAG, CREATE_DATE, CREATE_USER, UPDATE_DATE, UPDATE_USER |

## Sample SQL

```sql
Select
  GROUP_UNDERWRITING_CRITERIA.GROUP_ASSOCIATION_CODE as GroupAssociationCode,
  GROUP_UNDERWRITING_CRITERIA.EFF_DATE as EffDate,
  GROUP_UNDERWRITING_CRITERIA.EXP_DATE as ExpDate,
  GROUP_UNDERWRITING_CRITERIA.PREMIUM_THRESHOLD_AMOUNT as PremiumThresholdAmount,
  GROUP_UNDERWRITING_CRITERIA.EXPERIENCE_RATING_FACTOR as ExperienceRatingFactor,
  GROUP_UNDERWRITING_CRITERIA.EXPERIENCE_RATING_EARNED_FLAG as ExperienceRatingEarnedFlag,
  GROUP_UNDERWRITING_CRITERIA.LOSS_RATIO_FACTOR as LossRatioFactor,
  GROUP_UNDERWRITING_CRITERIA.NEW_BUSINESS_FREQ_FACTOR as NewBusinessFreqFactor,
  GROUP_UNDERWRITING_CRITERIA.RENEWAL_FREQ_FACTOR as RenewalFreqFactor,
  GROUP_UNDERWRITING_CRITERIA.SWING_LIMITED_FLAG as SwingLimitedFlag,
  GROUP_UNDERWRITING_CRITERIA.CREATE_DATE as CreateDate,
  GROUP_UNDERWRITING_CRITERIA.CREATE_USER as CreateUser,
  GROUP_UNDERWRITING_CRITERIA.UPDATE_DATE as UpdateDate,
  GROUP_UNDERWRITING_CRITERIA.UPDATE_USER as UpdateUser
From
  GROUP_UNDERWRITING_CRITERIA
Where
  GROUP_UNDERWRITING_CRITERIA.group_association_code = :GroupAssociationCode
  AND GROUP_UNDERWRITING_CRITERIA.eff_date <= :EffDate
  and (
    GROUP_UNDERWRITING_CRITERIA.exp_date IS NULL
    OR GROUP_UNDERWRITING_CRITERIA.exp_date > :EffDate
  )
```

## Operations and processes
- [Evaluate group underwriting eligibility inputs](../operations/evaluate-group-underwriting-eligibility.md)

> **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.Group\clsGroupUnderwritingCriteria.vb`