---
title: TaskService
summary: API reference for TaskService.
status: draft
owner: SAIF Doc Gen
last_reviewed: 2026-09-24
library: SAIF.Services
reference_type: package
---

# TaskService

Implements `ITaskService` (extending `ValidatingServiceBase`*) as the central service for claim activities ("tasks"): querying, creating, updating, completing, deleting, reassigning in bulk, and printing tasks tied to injury claims. It coordinates a large set of collaborators — `IUnitOfWork` for the `Task`/`TaskGroup`/`TaskCategory`/`TaskPriority` repositories, `IUserProfileService` for the current/target user and claim-note preferences, `IDocumentService` for PDF generation, `IValidationService` for `ClaimTask` validation, `IClaimInformationService` and `IRTWService` for claim security/RTW masking rules, `IPolicyInformationService` for policy name lookups, `IImagingClient` for OnBase document integration, `ILogService` for exception logging, `IWorkCalendarService` for due-date adjustment, and claim/worker query providers plus a Guidewire claim API client for building `Claim` domain objects.

## Purpose
- Retrieves individual tasks, task groups, and filtered task lists, masking worker names on confidential/secured/conflict claims according to the current user's security access and RTW load code.
- Creates new tasks (stateful `CreateTask` and stateless `CreateTaskStateless` overloads), assigning default category/priority/source, work-day-adjusted due dates, and validating the result before persisting.
- Updates existing tasks, detecting stale concurrent edits via `UpdateNumber`, flags whether a UI refresh is required, and optionally completes the task as part of the update.
- Completes or deletes tasks individually or in bulk (comma-delimited ID lists), writing a claim note when a completed/deleted task is flagged for the notepad.
- Reassigns tasks in bulk to a new user, date, priority, group, and/or text, subject to per-field "only if provided" semantics.
- Produces PDF reports of filtered task lists and note printable output, and exposes claim/user/date validity checks used by `ClaimTaskValidator`.

## Context
- Namespace: `SAIF.Services.Claims.Tasks`
- Assembly/package: `SAIF.Services` (packaged inside the `SAIF.SAIFCode.Core` NuGet package)

## Public members
| Member | Signature | Purpose |
| --- | --- | --- |
| ValidGroups | `public IEnumerable<string> ValidGroups { get; }` | The set of task-group identifiers (parsed from the `ClaimActivities.ValidGroups` environment setting) that are treated as valid assignees alongside individual mail IDs. |
| ClaimTaskCategoryCode | `public const string ClaimTaskCategoryCode = "CLMM"` | The default task-category code applied to claim tasks created without an explicit category. |
| TaskService(...) | `public TaskService(IUnitOfWork unitOfWork, IUserProfileService userProfileService, IDocumentService documentService, IValidationService validationService, IClaimInformationService claimInformationService, IRTWService rtwService, IEnvironmentService environmentService, IPolicyInformationService policyInformationService, IImagingClient imagingClient, ILogService logService, IWorkCalendarService workCalendarService, IClaimQueryProvider claimQueryProvider, IWorkerQueryProvider workerQueryProvider, ICCClaimApiService claimApiService)` | Validates required collaborators are non-null, stores them, loads the current user's `ClaimTasksNotes/ClaimNoteDefaults` note preferences, builds a `ClaimUserSecurityAccess` for the current user, and parses `ValidGroups` from environment configuration. |
| GetTaskById | `public ClaimTask GetTaskById(long id)` | Returns the task with the given ID mapped to a `ClaimTask` contract, or a mapped null result if no task with that ID exists. |
| GetTaskGroups | `public IEnumerable<TaskGroup> GetTaskGroups()` | Returns all configured task groups mapped to `TaskGroup` contracts. |
| GetTasks | `public IEnumerable<ClaimTask> GetTasks(TaskFilter filter)` | Returns claim/imaging-sourced, non-"INFO" tasks matching the filter (deleted-state, claim number, assigned user/group, and any additional filters), with worker name, policy, conflict/secure flags, and RTW masking applied; returns an empty list when no valid group configuration, claim, or user filter is present. |
| GetAdditionalInfoTask | `public ClaimTask GetAdditionalInfoTask(string claimNumber)` | Returns the most recent non-deleted "INFO"-priority/"INFO"-user task for the claim, or synthesizes an unsaved placeholder task (with `TaskDate` set to `DateTime.MaxValue.Date`) if none exists. |
| GetOnBaseEncodedString | `public string GetOnBaseEncodedString(string claimNumber)` | Calls the imaging API client to obtain an OnBase encoded query string for the claim's custom query, logging and returning null if the call throws. |
| CanUserEdit | `public bool CanUserEdit(string userId)` | Returns true when `userId` is non-blank and the resolved system user is authorized for `CTTaskUpdate` or `RTWExternalUpdate`. |
| IsValidClaim | `public bool IsValidClaim(string claimNum)` | Returns true if an injury claim with the given claim number exists. |
| IsValidWorkDate | `public bool IsValidWorkDate(DateTime workDate)` | Returns true when the date is between today and two years from today, inclusive. |
| GetClaimWorkerName | `public string GetClaimWorkerName(string claimNum)` | Deprecated: always throws `NotImplementedException` ("This method is not implemented and is deprecated as part of the CSI project"); the working implementation has been commented out. |
| CreateTaskStateless(TaskEditContext, ...) | `public long CreateTaskStateless(TaskEditContext taskEdit, IMessageContainer messages, bool isBatchCommit = false)` | Builds a new `Task` entity from the edit context (resolving claim, policy, category defaults, priority, group, and due-date adjustment), validates it, and — unless `isBatchCommit` is true (in which case the caller controls the transaction) — begins and commits its own transaction; returns the new task's ID, or `0` if validation fails. |
| CreateTaskStateless(TaskEdit, ...) | `public long CreateTaskStateless(TaskEdit task, IMessageContainer messages, bool isBatchCommit = false)` | Maps a `TaskEdit` to a `TaskEditContext` and delegates to the `TaskEditContext` overload. |
| CreateTask | `public ClaimTask CreateTask(TaskEdit task, IMessageContainer messages)` | Begins a transaction, builds and validates a new `ClaimTask`/`Task` pair (resolving claim, policy, category, priority, group, and adjusted due date), commits and returns the persisted, editable `ClaimTask` on success, or an empty `ClaimTask` if validation fails. |
| UpdateTask | `public bool UpdateTask(long id, ref TaskEdit task, IMessageContainer messages)` | Begins a transaction and applies the edit to the existing task, failing with an error if the task ID is invalid or if `UpdateNumber` indicates a concurrent edit; sets `task.IsRefreshRequired` when the date, user, or completion status changed; completes/deletes the task when `IsComplete` is set; validates and commits, returning whether the update succeeded. |
| DeleteTask | `public bool DeleteTask(long id, IMessageContainer messages)` | Begins a transaction, marks the task deleted (or reports an "Invalid Task ID" error if not found), writes a claim note if the task was flagged for the notepad, commits, and always returns `true`. |
| CompleteTasks | `public void CompleteTasks(string ids)` | In one transaction, marks each comma-delimited task ID as deleted/completed (recording a claim note for each). |
| DeleteTasks | `public void DeleteTasks(string ids)` | In one transaction, marks each comma-delimited task ID as deleted (not completed), recording a claim note only for notepad-flagged tasks. |
| ReassignTasks | `public void ReassignTasks(string ids, string newTaskUser, DateTime newTaskDate, Boolean? newPriority, string newGroup, string newText)` | In one transaction, updates each comma-delimited task ID's user, work-day-adjusted date, priority, group, and/or text — applying each field only when a corresponding non-empty/non-null value is supplied, and only rewriting text when the task is image-backed and not worker-name-masked. |
| PrintTasks | `public byte[] PrintTasks(TaskFilter filter)` | Builds an XML report payload for the filtered task list and returns the rendered PDF bytes from `IDocumentService.GeneratePdf` using the `"Clm_TaskAndNotes_Tasks"` template. |
| HasMedia | `public bool HasMedia(long claimId)` | Returns whether the claim has associated imaging media, per the imaging client's `HasMedia` check for `DocTypeGroup.CLAIM`. |

## Behavioral notes
- Extends `ValidatingServiceBase`*, whose members are not documented here because it could not be confirmed as a type from a documented dependency library.
- All create/update/delete/reassign/complete operations that own their own transaction call `_unitOfWork.Begin()` then `Commit()`; `CreateTaskStateless` skips the transaction boundary entirely when `isBatchCommit` is true, deferring to the caller.
- Worker names are masked to `"Confidential"` for conflict/secure claims unless the current user has the matching `HasConflict`/`HasSecure` claim security access or a claim-level security override; RTW-loaded external users are also checked via `IRTWService.CanAccessRTWClaim`.
- `CreateTaskNote`/`AddLimitToHistory`-style note creation throws an `ApplicationException` if the current user's claim-note category/type preferences are not set, requiring preferences be configured before tasks can be completed.
- `UpdateTask` treats a mismatched `UpdateNumber` as an optimistic-concurrency conflict and rolls back with a "someone else has updated this data" error.
- `GetClaimWorkerName(string)` is dead/deprecated code — it always throws `NotImplementedException`; callers relying on the private overloads (by claim or by flattened task data) are unaffected.

> **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/Tasks/TaskService.cs