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	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¶

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

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