SAIF.Business.Policy operations and processes

This page catalogs the reusable policy-domain operations implemented or orchestrated by SAIF.Business.Policy. Detailed step-by-step logic lives in the individual operation pages under operations/.

Operation catalog

Operation	Intent	Trigger	Inputs	Outputs	Rules	Tables	SQL
Retrieve latest policy period effective date	Return the latest effective date for a policy period.	Most recent period requested	IDataPortalInfo, policy number	Latest period effective date	BR-POL-001	POLICY_PERIOD	SQL-008
Retrieve policy period expiration date	Return the expiration date for a specific policy period.	Policy number and effective date supplied	IDataPortalInfo, policy number, effective date	Period expiration date	BR-POL-002	POLICY_PERIOD, POLICY_PERIOD_NON_WCIS	SQL-011
Retrieve anniversary rate date	Return the anniversary rate date for a policy period.	Anniversary-rate-date metadata requested	IDataPortalInfo, policy number, effective date	Anniversary rate date	BR-POL-002	POLICY_PERIOD, POLICY_PERIOD_NON_WCIS	SQL-004
Determine policy market type	Translate the persisted market-type code into a domain enum.	Market type requested	IDataPortalInfo, policy number	Enums.MarketTypes	BR-POL-003, BR-POL-004	POLICY	SQL-007
Retrieve maximum premium history set id	Find the latest eligible premium-history set for a policy period.	Current set id requested	IDataPortalInfo, policy number, effective date	Premium-history set id or 0	BR-POL-005, BR-POL-006	PREM_HIST_SUMMARY	SQL-009
Retrieve policy minimum premium	Call the Oracle rating package to calculate minimum premium.	Premium-history set id supplied	IDataPortalInfo, premium-history set id	Minimum premium amount	BR-POL-007, BR-POL-020	PREM_HIST_SUMMARY, POLICY_PERIOD	SQL-010
Determine whether the information page was printed	Check whether a P401 endorsement was printed for the period.	Issued-state check requested	IDataPortalInfo, policy number, effective date	Boolean flag	BR-POL-009	ENDORSEMENT	SQL-006
Determine policy ownership system	Classify a policy as WCIS-owned or SAIF Quote-owned.	Ownership requested	IDataPortalInfo, policy number	Enums.PolicyOwnershipSystems	BR-POL-010, BR-POL-025	DUAL	SQL-005
Retrieve hazard groups effective on a date	Load read-only hazard-group rows active for a given date.	Effective-dated hazard-group list requested	IDataPortalInfo, effective date	clsHazardGroupCollection	BR-POL-011, BR-POL-012	HAZARD_GROUP	SQL-002
Load code maps	Load and cache policy code tables.	Code-map instance requested	IDataPortalInfo, optional refresh	Code-map instance	BR-POL-013, BR-POL-014	BENEFIT_JURISDICTION_CODE, MANUAL_CLASS_TYPE_CODE	SQL-001, SQL-003
Translate domain codes to and from enums	Provide shared conversion logic between persisted codes and domain enums.	Code or enum provided	Policy code or enum	Converted enum or code	BR-POL-003, BR-POL-004	POLICY	SQL-007
Compare and hash period rating information	Evaluate equivalence and hash identity for period-rating contracts.	Comparison or helper requested	iPeriodRatingInfo instances	Boolean result or hash	BR-POL-015	N/A	N/A
Compare and locate hazard groups	Use hazard-group identity to compare objects and scan collections.	Equality, key lookup, or removal requested	Hazard-group object or id	Match, located item, or removal	BR-POL-016	HAZARD_GROUP	SQL-002

Process flow diagram

The following diagram shows how callers move from domain lookup requests to direct SQL, BOF retrieval, or Oracle package execution.

flowchart TD
  Caller[Caller] --> Choice[What is needed?]
  Choice --> Dates[Policy dates and status]
  Choice --> Hazard[Hazard groups]
  Choice --> Codes[Enum and code maps]
  Choice --> Proc[Oracle package logic]
  Dates --> SQL[Inline SQL reads]
  Hazard --> BOF[BOF retrieve lifecycle]
  Codes --> Cache[Cached code maps]
  Proc --> Oracle[Stored procedures and scalar functions]

Inherited operations and processes

From clsBusinessBase (SAIF.Framework.Core)

Operation	Intent	Provided by	Origin	Embedded in
Edit lifecycle *	Supplies begin-edit, cancel-edit, and apply-edit behavior for mutable BOF business objects.	clsBusinessBase	SAIF.Framework.Core	Retrieve hazard groups effective on a date
Rule evaluation *	Runs registered rule handlers and exposes broken-rule state to UI/data-binding consumers.	clsBusinessBase	SAIF.Framework.Core	Compare and locate hazard groups

From clsBusinessCollectionBase (SAIF.Framework.Core)

Operation	Intent	Provided by	Origin	Embedded in
Collection traversal *	Supports traversal and current-item management across BOF collections.	clsBusinessCollectionBase	SAIF.Framework.Core	Retrieve hazard groups effective on a date
Cascading save *	Provides framework save orchestration for collection items, even though this library keeps hazard groups read-only.*	clsBusinessCollectionBase	SAIF.Framework.Core	Compare and locate hazard groups

Database interactions

Operation	SQL	Tables	Type
Retrieve latest policy period effective date	SQL-008	POLICY_PERIOD	Read
Retrieve policy period expiration date	SQL-011	POLICY_PERIOD, POLICY_PERIOD_NON_WCIS	Read
Retrieve anniversary rate date	SQL-004	POLICY_PERIOD, POLICY_PERIOD_NON_WCIS	Read
Determine policy market type	SQL-007	POLICY	Read
Retrieve maximum premium history set id	SQL-009	PREM_HIST_SUMMARY	Read
Retrieve policy minimum premium	SQL-010	PREM_HIST_SUMMARY, POLICY_PERIOD	Read
Determine whether the information page was printed	SQL-006	ENDORSEMENT	Read
Determine policy ownership system	SQL-005	DUAL	Read
Retrieve hazard groups effective on a date	SQL-002	HAZARD_GROUP	Read
Load code maps	SQL-001, SQL-003	BENEFIT_JURISDICTION_CODE, MANUAL_CLASS_TYPE_CODE	Read

Stored procedure operations

Operation	Description	Source	Link
Policy minimum premium calculation	Computes minimum premium and expense-constant outputs for a premium-history set.	pk73069_rating_procs.get_minimum_expense_constant	Details
Policy ownership determination	Resolves submission ownership and defaults missing rows to WCIS ownership.	pk73102_policy.does_wcis_own_submission	Details

Failure and edge-case behavior

• PolicyMinimumPremium suppresses Oracle exceptions and returns a defaulted value.*
• Unknown translation codes return unassigned/default enum values instead of raising.
• Hazard-group retrieval is intentionally read-only and exposes no persistence path.

Related documentation

• Index
• Overview
• Architecture
• Dependencies
• Business rules
• Database tables
• SQL catalog
• API reference
• Configuration
• Procedures

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\PolicyInformation.vb
• Business\SAIF.Business.Policy\clsHazardGroup.vb
• Business\SAIF.Business.Policy\clsHazardGroupCollection.vb
• Business\SAIF.Business.Policy\Enums.vb
• Business\SAIF.Business.Policy\iPeriodRatingInfo.vb
• Business\SAIF.Business.Policy\CodeMaps\clsBenefitJurisdictionCodeMap.vb
• Business\SAIF.Business.Policy\CodeMaps\clsManualClassTypeCodeMap.vb
• Oracle DBA_SOURCE: WCIS_DBA.pk73069_rating_procs
• Oracle DBA_SOURCE: WCIS_DBA.pk73102_policy