DocumentService

Implements Core.Contracts.Policies.Certificates.Document.IDocumentService, building the XML payloads and PDF streams for certificate documents, batch certificate reports, and renewal/OSC summary-list reports. It resolves policy data through ICertificateInformationService, resolves policyholder delivery preferences through ICertificatePreferenceService, generates PDFs via the utility SAIF.Core.Services.Documents.IDocumentService.GeneratePdf, and — for batch printing runs — persists XPrintControl/XDocument imaging-tracking records through IUnitOfWork so each generated document can be located and reprinted later.

Purpose

• Produces the policyholder-copy PDF stream and single-certificate PDF stream for a certificate, and the renewal/OSC summary-list PDF stream for a set of certificates.
• Assembles the CertificateDocumentRequest (certificate, policy, period, marketing contact, cancel date, insured secondary name) that document XML generation is built from, choosing OSC vs. standard policy/period/marketing-contact resolution based on Certificate.CertificateType.
• Builds the certificate-holder-copy and policyholder-copy document XML fragments (mailing address block, employer liability limits, agency/producer info, cancellation flags) from a CertificateDocumentRequest.
• Resolves the correct marketing contact (agency vs. SAIF employee) for standard and OSC policies, and resolves a certificate's effective cancel date from its policy period's actual or pending cancellation date.
• Builds the full batch certificate-report XML (grouped by certificate holder and by policy) and renewal/OSC summary-report XML, registering XPrintControl/XDocument imaging-tracking rows via IUnitOfWork when running as part of a batch print.
• Builds the ImageConfig used to route a generated PDF into the imaging system for a given policy, document date, and OSC/SAIF document type.

Context

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

Public members

Member	Signature	Purpose
MAILTO_POLICYHOLDER_TITLE	public const string MAILTO_POLICYHOLDER_TITLE = "Mail to:"	Fixed label used as the mailing-address title when the policyholder is the addressee.
MAILTO_CERTHOLDER_TITLE	public const string MAILTO_CERTHOLDER_TITLE = "Certificate holder:"	Fixed label used as the mailing-address title when the certificate holder is the addressee.
SAIF_NAME	public const string SAIF_NAME = "SAIF Corporation"	Fixed company name used as a fallback marketing-contact company name.
DocumentService (constructor)	public DocumentService(IUnitOfWork unitOfWork, IDocumentService utilDocumentService, ICertificateInformationService certificateInformationService, ICertificatePreferenceService certificatePreferenceService)	Wires the unit of work, the utility PDF-generation/imaging document service, the certificate information service, and the certificate preference service, null-checking all four via Enforce.ArgumentNotNull.
GetCertificatePolicyHolderStream	public Stream GetCertificatePolicyHolderStream(CertificateBatchPrintArguments batchPrintArguments, IList<Certificate> certificates)	Builds the policyholder-copy report XML for the given certificates and renders it to a PDF MemoryStream; returns an empty stream if no certificates are ready to include.
GetCertificateDocumentStream	public Stream GetCertificateDocumentStream(Certificate certificate, bool isPolicyholderCopy = false)	Builds the document request and XML for a single certificate (certificate-holder or policyholder copy) and renders it to a PDF MemoryStream.
GetSummaryReportStream	public Stream GetSummaryReportStream(IList<Certificate> certificates, Boolean isRenewalReport)	Builds the renewal/OSC summary-list XML for the given certificates (outside batch-printing mode) and renders it to a PDF MemoryStream.
GetCertificateDocumentRequest	public CertificateDocumentRequest GetCertificateDocumentRequest(Certificate certificate)	Loads the certificate's policy via ICertificateInformationService.GetPolicy, resolves the applicable period and marketing contact (OSC period/contact for OtherStates certificates, otherwise the matching policy period and standard marketing contact), resolves the cancel date, and assembles the resulting CertificateDocumentRequest.
GetCertificateDocumentXmlForCertHolder	public static XElement GetCertificateDocumentXmlForCertHolder(CertificateDocumentRequest certificateDocumentRequest)	Builds the certificate document XML fragment addressed to the certificate holder (mailing address resolved for the certificate-holder copy).
GetCertificateDocumentXmlForPolicyHolder	public static XElement GetCertificateDocumentXmlForPolicyHolder(CertificateDocumentRequest certificateDocumentRequest)	Builds the certificate document XML fragment addressed to the policyholder (mailing address resolved for the policyholder copy).
GetCertificateMarketingContact	public static IMarketingContact GetCertificateMarketingContact(Policy policy)	Returns the policy's agency marketing contact, falling back to the employee marketing contact if there is no agency contact or its name is literally "SAIF".
GetOscCertificateMarketingContact	public static IMarketingContact GetOscCertificateMarketingContact(Policy policy, OtherStatesPolicy oscPolicy)	Returns the OSC policy's agency marketing contact, falling back to the parent policy's employee marketing contact if there is no OSC agency contact or its name is literally "SAIF".
GetCertificateMailingAddressInfo	public static CertificateMailingAddressInfo GetCertificateMailingAddressInfo(Certificate certificate, Policy policy, bool isPolicyHolderCopy)	Builds the two-block mailing-address structure (title/name/address pairs) for a certificate document: for the policyholder copy it fills both the policyholder block and (for non-Bid certificates) a secondary certificate-holder block; for the certificate-holder copy it fills only the certificate-holder block (again skipped for Bid certificates), upper-casing all address text and stripping a bare "OR" address via CleanseAddress.
GetInsuredSecondName	public static string GetInsuredSecondName(Certificate certificate, Policy policy)	Returns the certificate's DBA name if set, otherwise the policy's main DBA name, otherwise the policy's short name if it differs from its legal name; otherwise an empty string.
GetCertificateCancelDate	public static string GetCertificateCancelDate(PeriodBase policyPeriod)	Returns the period's actual cancel date formatted as MM/dd/yyyy if set, otherwise its pending cancel date similarly formatted, otherwise an empty string.
GetCertificateBatchReportXml	public XDocument GetCertificateBatchReportXml(CertificateBatchPrintArguments batchPrintArguments, IList<Certificate> certsReadyToPrint)	Registers a shared XPrintControl record, then builds and concatenates the certificate-holder-grouped and policy-grouped batch report XML sections, registering an XDocument imaging record (and updating its FileName to {Id}.pdf) for each generated certificate.
GetCertificateSummaryReport	public XDocument GetCertificateSummaryReport(CertificateBatchPrintArguments arguments, IList<Certificate> certificateSummaryList, Boolean isRenewalReport, Boolean isBatchPrinting)	Builds the renewal/OSC summary-list report XML, split into a SAIF-standard section and an OSC section per distinct policy number; when isBatchPrinting is true it registers XPrintControl/XDocument imaging records and computes an ImageConfig per policy, otherwise it renders the report without persisting imaging metadata.
GetImageConfig	public ImageConfig GetImageConfig(long policyNumber, DateTime documentDate, Boolean isOsc, string imageCommentText, string createUser)	Loads the policy and builds an ImageConfig (policy image file code, "CERT" category, "OSC" or "SAIF" document type, 458-day document-date offset, single page) used to route a generated document into the imaging system.

Behavioral notes

• GetCertificateDocumentStream, GetCertificatePolicyHolderStream, and GetSummaryReportStream all delegate final PDF rendering to the injected utility IDocumentService.GeneratePdf, using the fixed package names Policy_OLCA_CertificateOfInsurance (certificate documents) and Policy_Certificates_List (summary lists).
• GetCertificatePolicyHolderStream returns an empty MemoryStream (rather than attempting PDF generation) when the generated XML contains no Certificates descendant element, avoiding rendering an empty report.
• GetCertificateBatchReportXml and GetCertificateSummaryReport both persist XPrintControl/XDocument rows via unitOfWork.GetRepository<...>().Add(...) as a side effect of XML generation when running in batch/imaging mode — XML building and print-tracking persistence are not separated.*
• GetCertificateMailingAddressInfo special-cases Bid certificates (Certificate.CertificateTypes.Bid): the certificate-holder mailing block is left blank for Bid certificates in both the policyholder-copy and certificate-holder-copy branches.
• CleanseAddress (private) blanks out an address whose trimmed, upper-cased value is exactly "OR", treating a bare state abbreviation as a missing address.
• The type mixes instance methods (which depend on injected collaborators and IUnitOfWork) with static methods (pure XML/string-building helpers with no collaborator dependency), so a subset of its public surface can be invoked without an instance.

Constraints and usage notes

• All four constructor parameters are null-checked via Enforce.ArgumentNotNull, so this type cannot be constructed with any null collaborator.
• Several public members are static (GetCertificateDocumentXmlForCertHolder, GetCertificateDocumentXmlForPolicyHolder, GetCertificateMarketingContact, GetOscCertificateMarketingContact, GetCertificateMailingAddressInfo, GetInsuredSecondName, GetCertificateCancelDate) and can be called without an instance of DocumentService, while imaging-tracking-persisting members (GetCertificateBatchReportXml, GetCertificateSummaryReport) require an instance bound to a live IUnitOfWork.
• GetCertificateSummaryReport and GetCertificateBatchReportXml assume unitOfWork is actively participating in a transaction managed by the caller when isBatchPrinting/registration behavior applies persisted XPrintControl/XDocument rows; this type does not call Begin()/Commit() itself.*

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/Policies/Certificates/DocumentService.cs