--- title: "pk73059_prem_hist_summary.get_applicable_ard stored procedure documentation" summary: Helper-function analysis for get_applicable_ard. status: draft owner: Technical Writer last_reviewed: 2026-07-31 library: SAIF.Business.Policy.Rating reference_type: package source_schema: WCIS_DBA source_name: pk73059_prem_hist_summary.get_applicable_ard source_type: PACKAGE FUNCTION oracle_status: found --- # pk73059_prem_hist_summary.get_applicable_ard ## Overview | Field | Value | | --- | --- | | **Schema** | WCIS_DBA | | **Type** | Package helper function | | **Database** | Oracle | | **Calling libraries** | `SAIF.Business.Policy.Rating` | | **Calling classes** | `clsManualClassBase.GetManualClassBaseKey` | ## Purpose Computes the anniversary-rating date that should govern stored-procedure class lookup when a policy period contains a mid-policy next ARD. ## Procedures / Methods ### get_applicable_ard | Field | Value | | --- | --- | | **Returns** | DATE | | **Called by** | `pk73059_prem_hist_summary.sp62005_retrieve_rate` | **Description:** Chooses between the original ARD and a next-ARD fallback based on policy-period boundaries, rerating state, and class effective date. The function first derives a candidate "next ARD" by calling the sibling helper `sp72233_get_next_ard`. If that candidate falls strictly inside the policy period, it is kept only when `sp72247_midpolicy_ard_rerated` reports the mid-policy ARD was rerated; otherwise it is replaced with the policy period's expiration date. Finally, the function returns the original `in_ard` when the (possibly replaced) next ARD is later than the class effective date, and returns the next ARD otherwise. Any unhandled exception is routed through `pk73090_error_handler.raise_an_error` with the input parameters and `SQLERRM` concatenated into the error message. #### Parameters | Parameter | Direction | Type | Default | Description | | --- | --- | --- | --- | --- | | `in_policy_period_eff_date` | IN | DATE | — | Effective date of the policy period; passed through to `sp72233_get_next_ard` and used as the lower bound when checking whether the next ARD falls inside the policy period. | | `in_policy_period_exp_date` | IN | DATE | — | Expiration date of the policy period; passed through to `sp72233_get_next_ard` and used both as the upper bound for the mid-policy check and as the fallback value substituted for the next ARD when it is not rerated. | | `in_ard` | IN | DATE | — | Original anniversary rating date supplied by the caller; returned unchanged when the resolved next ARD is later than `in_eff_date`. | | `in_ard_extension_flag` | IN | VARCHAR2 | — | ARD-extension indicator passed through to `sp72233_get_next_ard`, which uses it to determine whether the next ARD calculation should account for an ARD extension. | | `in_eff_date` | IN | DATE | — | Class effective date used as the comparison point for choosing between the original ARD and the resolved next ARD. | ## Business Rules Rules extracted from this function's logic: | Rule ID | Rule | Condition | Action | | --- | --- | --- | --- | | [BR-039](../business-rules.md#br-039-mid-policy-next-ard-falls-back-to-the-policy-period-expiration-date-unless-rerated) | Mid-policy next ARD falls back to the policy-period expiration date unless rerated. | The candidate next ARD (from `sp72233_get_next_ard`) is strictly inside the policy period and `sp72247_midpolicy_ard_rerated(v_next_ard)` returns `FALSE`. | Replace `v_next_ard` with `in_policy_period_exp_date` before the final ARD comparison. | | [BR-040](../business-rules.md#br-040-original-ard-applies-when-the-next-ard-falls-after-the-class-effective-date) | Original ARD applies when the next ARD falls after the class effective date. | `v_next_ard > in_eff_date`. | Return `in_ard`; otherwise return `v_next_ard`. | > These rules are documented in [business-rules.md](../business-rules.md). Newly introduced rules must be added to `business-rules.md` as part of the same writing task. ## Operations Operations and processes implemented in this function: | Operation | Description | Trigger | | --- | --- | --- | | Determine applicable ARD | Computes the anniversary-rating date that governs class lookup. | Internal helper invoked by `pk73059_prem_hist_summary.sp62005_retrieve_rate` on procedure entry, before class-rate lookup begins. | > These operations are also listed in [operations-processes.md](../operations-processes.md) with source reference back to this document. ## Source Code
PL/SQL function ```sql FUNCTION get_applicable_ard(in_policy_period_eff_date IN DATE , in_policy_period_exp_date IN DATE , in_ard IN DATE , in_ard_extension_flag IN VARCHAR2 , in_eff_date IN DATE) RETURN DATE IS v_next_ard DATE; BEGIN v_next_ard := sp72233_get_next_ard(in_policy_period_eff_date , in_policy_period_exp_date , in_ard , in_ard_extension_flag); IF v_next_ard > in_policy_period_eff_date AND v_next_ard < in_policy_period_exp_date THEN IF sp72247_midpolicy_ard_rerated(v_next_ard) THEN NULL; ELSE v_next_ard := in_policy_period_exp_date; END IF; END IF; -- determine the ard that applies to the eff date IF v_next_ard > in_eff_date THEN RETURN in_ard; ELSE RETURN v_next_ard; END IF; EXCEPTION WHEN OTHERS THEN pk73090_error_handler.raise_an_error( 'get_applicable_ard ' || in_policy_period_eff_date || ',' || in_policy_period_exp_date || ',' || in_ard || ',' || in_ard_extension_flag || ',' || in_eff_date || ',' || SQLERRM); END get_applicable_ard; ```
## Related Documentation - [Procedure catalog](index.md) - [Business rules](../business-rules.md) - [Operations and processes](../operations-processes.md) - [SQL catalog](../sql/index.md) ## Sources - Oracle DBA_SOURCE: WCIS_DBA.pk73059_prem_hist_summary - `Business\SAIF.Business.Policy.Rating\clsManualClassBase.vb`