Skip to content

clsPaymentPlan

Represents an active payment plan record for a policy; holds installment schedule information, payment plan type reference, and billing flags. Consumed by billing workflows to determine the payment schedule for a policy period.*

Purpose

  • Persists and retrieves payment plan data for a policy, including plan type, schedule, and billing configuration.*
  • Consumed by billing calculation and presentment workflows that need the active payment plan for a policy period.*

Context

  • Namespace: SAIF.Business.Policy.Premium
  • Assembly/package: SAIF.Business.Policy.Premium

Public members

Member Signature Purpose
PolicyNumber Public Property PolicyNumber() As Decimal The numeric policy number identifying the policy to which this record belongs.
PolicyPeriodEffectiveDate Public Property PolicyPeriodEffectiveDate() As Date The effective date of the policy period to which this rating plan applies.
DefaultPlanCode Public Property DefaultPlanCode() As String Oracle code value used to classify this business object.*
PaymentPlanDefaultValues Public ReadOnly Property PaymentPlanDefaultValues() As clsPaymentPlanDefaultValues Returns the associated payment plan default values used by this type.
PlanType Public ReadOnly Property PlanType As clsPaymentPlanType Lookup object that describes the current plan type.*
Installments Public Property Installments() As Decimal Business value exposed as installments for callers of this API.*
PercentDown Public Property PercentDown() As Decimal Numeric percent down value used by this type's rating, billing, or reporting logic.*
PaymentPlanDefaultCode Public Property PaymentPlanDefaultCode() As String Oracle code value used to classify this business object.*
CreateDate Public Property CreateDate() As Date The timestamp at which this record was created in the Oracle database.
CreateUser Public Property CreateUser() As String The username of the account that created this record.
RenewalPlanCode Public Property RenewalPlanCode() As String Oracle code value used to classify this business object.*
UpdateDate Public Property UpdateDate() As Date The timestamp of the most recent update to this record.*
UpdateUser Public Property UpdateUser() As String The username of the account that last modified this record.*
PremiumHistorySetID Public Property PremiumHistorySetID() As Decimal Numeric premium history set id value used by this type's rating, billing, or reporting logic.*
IsValid Public Overrides ReadOnly Property IsValid() As Boolean Returns True when all registered business rules pass; delegates to the framework rule engine.
IsDirty Public Overrides ReadOnly Property IsDirty() As Boolean Returns True when one or more tracked properties have been modified since the last save or MarkOld() call.
SetRenewalPlanCodeNull Public Sub SetRenewalPlanCodeNull() Clears RenewalPlanCode, marking it as null/unset so the column will be written as NULL on the next save.*
SetUpdateDateNull Public Sub SetUpdateDateNull() Clears UpdateDate, marking it as null/unset so the column will be written as NULL on the next save.*
SetUpdateUserNull Public Sub SetUpdateUserNull() Clears UpdateUser, marking it as null/unset so the column will be written as NULL on the next save.*
SetPremiumHistorySetIDNull Public Sub SetPremiumHistorySetIDNull() Clears PremiumHistorySetID, marking it as null/unset so the column will be written as NULL on the next save.*
IsRenewalPlanCodeNull Public Function IsRenewalPlanCodeNull() As Boolean Tests whether RenewalPlanCode is null/unset in the backing Oracle column; returns True when the value has not been populated.*
IsUpdateDateNull Public Function IsUpdateDateNull() As Boolean Tests whether UpdateDate is null/unset in the backing Oracle column; returns True when the value has not been populated.*
IsUpdateUserNull Public Function IsUpdateUserNull() As Boolean Tests whether UpdateUser is null/unset in the backing Oracle column; returns True when the value has not been populated.*
IsPremiumHistorySetIDNull Public Function IsPremiumHistorySetIDNull() As Boolean Tests whether PremiumHistorySetID is null/unset in the backing Oracle column; returns True when the value has not been populated.*
Equals Public Overloads Shared Function Equals(ByVal objA As Object, ByVal objB As Object) As Boolean Static overload: compares two Object references for equality using value-equality semantics.*
Equals Public Overloads Overrides Function Equals(ByVal inObject As Object) As Boolean Compares this instance with another Object instance for value equality.*
Equals Public Overloads Function Equals(ByVal inObject As clsPaymentPlan) As Boolean Compares this instance with another clsPaymentPlan instance for value equality.*
GetHashCode Public Overrides Function GetHashCode() As Integer Returns a hash code consistent with the value-equality implementation.
ToString Public Overrides Function ToString() As String Returns a string representation of this instance, typically for diagnostics.*
NewPaymentPlan Public Shared Function NewPaymentPlan(ByVal inDataportal As IDataPortalInfo, ByVal inPolicyNumber As Decimal, ByVal inPolicyPeriodEffectiveDate As Date) As clsPaymentPlan Creates a new cls payment plan initialized from the supplied source values.*
GetPaymentPlan Public Shared Function GetPaymentPlan(ByVal inDataportal As IDataPortalInfo, ByVal inPolicyNumber As Decimal, ByVal inPolicyPeriodEffectiveDate As Date) As clsPaymentPlan Loads a cls payment plan that matches the supplied lookup criteria.
## Inherited public members
Member Signature Purpose Origin
Rules Property Rules As clsRulesManager Framework rules manager used to register, evaluate, and surface broken rules on the object.† SAIF.Framework.Core — clsBusinessBase
BeginEdit Sub BeginEdit() Starts an n-level edit session so callers can stage changes.† SAIF.Framework.Core — clsBusinessBase
CancelEdit Sub CancelEdit() Rolls back the active edit session.† SAIF.Framework.Core — clsBusinessBase
ApplyEdit Sub ApplyEdit() Commits the active edit session.† SAIF.Framework.Core — clsBusinessBase

Behavioral notes

  • Source file: Business\SAIF.Business.Policy.Premium\clsPaymentPlan.vb.

Constraints and usage notes

  • A policy period may have multiple payment plans but typically one active plan; plan type must reference a valid clsPaymentPlanType.*

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.Premium\clsPaymentPlan.vb