ClaimNotesService

Implements IClaimNotesService, managing the full lifecycle of claim notes (search, retrieve, create, update, delete, print) and computing per-note edit permissions based on age, ownership, supervisor status, and claim security (inmate/secure claims). It is built around IUnitOfWork for ClaimNote/ClaimNoteCategory/ClaimNoteType persistence, IUserProfileService for the current user and authorization checks, IDocumentService for PDF report rendering, IValidationService for NoteEdit validation, IRTWService for return-to-work load codes on external users, IWorkCalendarService for computing the edit-eligibility window, and claim/worker query providers plus a Guidewire claim API client used to construct Claim domain objects for security checks.

Purpose

• Determines whether the current user is authorized to update or view notes as an internal ("NCE") user.
• Retrieves notes for a claim filtered by date range, category, and type, applying claim-security masking and per-note CanEdit/CanEditNoteInfo flags.
• Creates and updates notes, enforcing text length/append rules through IValidationService, and using the claim's responsible adjuster as the note author when the claim is inmate or secure.
• Deletes notes only when the requesting note is still within its editable window and the user has permission.
• Produces printable PDF output of a filtered note list.

Context

• Namespace: SAIF.Services.Claims.Notes
• Assembly/package: SAIF.Services (packaged inside the SAIF.SAIFCode.Core NuGet package)

Public members

Member	Signature	Purpose
UnitOfWork	protected readonly IUnitOfWork UnitOfWork	The unit of work used for all ClaimNote, ClaimNoteCategory, and ClaimNoteType repository access and transactions; exposed as protected for subclasses.
UserProfileService	protected readonly IUserProfileService UserProfileService	Resolves the current application user and their authorization/permission checks.
ValidationService	protected readonly IValidationService ValidationService	Validates NoteEdit instances (via ClaimNoteValidator) before create/update operations proceed.
DocumentService	protected readonly IDocumentService DocumentService	Generates PDF output for printed note lists.
RTWService	protected readonly IRTWService RTWService	Supplies RTW load codes and access checks used to determine note authorship/masking for external return-to-work users.
WorkCalendarService	protected readonly IWorkCalendarService WorkCalendarService	Computes the next working day used to bound a note's editable window (CanEdit).
ClaimNotesService(...)	public ClaimNotesService(IUnitOfWork unitOfWork, IUserProfileService userProfileService, IDocumentService documentService, IValidationService validationService, IRTWService rtwService, IWorkCalendarService workCalendarService, IWorkerQueryProvider workerQueryProvider, IClaimQueryProvider claimQueryProvider, ICCClaimApiService claimApiService, IClaimDataApiClient gwCaimDataApiClient)	Validates the unit of work, validation service, user profile service, and work calendar service are non-null, then stores all ten collaborators for use by the instance methods. Also triggers a static AutoMapper configuration step the first time the type is used.
IsUpdateUser	public bool IsUpdateUser()	Returns true if the current user holds any of the CTNoteUpdate, CTNoteSupervisor, RTWAdmin, RTWInternalUpdate, RTWExternalUpdate, or CTNCENotes permissions.
IsNCEUser	public bool IsNCEUser()	Returns true if the current user holds the CTNCENotes permission.
GetNotes	public IEnumerable<Note> GetNotes(ClaimNoteSearchCriteria criteria)	Returns notes for the claim matching the optional from/thru date, category, and type filters, each populated with CanEdit/CanEditNoteInfo flags computed against the current user's role and the claim's inmate/secure status.
GetNote	public Note GetNote(long noteId)	Returns a single note mapped to its contract with CanEdit/CanEditNoteInfo computed, or a mapped null result if the note does not exist.
SaveNote	public bool SaveNote(long noteId, NoteEdit noteEdit, IMessageContainer messageContainer)	Validates the edit, then — if valid — begins a transaction, fails with a concurrency error if the stored UpdateDate differs from the edit's expected value, otherwise applies category/type/text changes (appending text when AppendText is supplied), attributes the update to the responsible adjuster for inmate/secure claims or an RTW-suffixed/plain user ID otherwise, and commits; returns whether the edit was valid.
DeleteNote	public bool DeleteNote(long noteId, IMessageContainer messageContainer)	Returns false if the note does not exist; adds a permission error and returns false if the note's computed CanEdit is false; otherwise deletes the note within its own transaction and returns true.
GetCategories	public IEnumerable<NoteCategory> GetCategories()	Returns all claim note categories ordered by description.
GetTypes	public IEnumerable<NoteType> GetTypes()	Returns all claim note types ordered by description.
CreateNote	public Note CreateNote(long claimId, NoteEdit noteEdit, IMessageContainer messageContainer)	Validates the edit, then — if valid — builds a new ClaimNote (category, type, text, dates), attributes authorship to the responsible adjuster for inmate/secure claims and appends an RTW load-code suffix for authorized external users, persists it in its own transaction, and returns the newly created note as loaded via GetNote; returns an empty Note if validation fails.
PrintNotes	public byte[] PrintNotes(ClaimNoteSearchCriteria filter)	Builds an XML report payload for the filtered note list, sorted per filter.Sort if supplied, and returns rendered PDF bytes from IDocumentService.GeneratePdf using the "Claims_TaskAndNotes_ClaimNotes" template.

Behavioral notes

• A note's CanEdit flag requires it be created within the last 6 days and still within two work days (via IWorkCalendarService.NextWorkDay) of its create date, combined with being a supervisor, the original creator, or having secure-claim access.
• Notes on inmate or secure claims are authored/updated under the claim's ResponsibleAdjuster.MailId rather than the acting user's own ID.
• External users with an RTW load code and RTWExternalUpdate authorization have their user ID suffixed with -{RTWLoadCode} on create/update, distinguishing RTW-originated edits.
• SaveNote treats a stale UpdateDate as an optimistic-concurrency conflict, rolling back and reporting a "record has been updated by someone else" error.
• A static constructor runs CreateMappings() once per process to configure the AutoMapper maps this service relies on*.

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

• Services/SAIF.Services/Claims/Notes/ClaimNotesService.cs