--- title: clsAttorneyPolicyAssignment summary: API reference for clsAttorneyPolicyAssignment. status: draft owner: SAIF Case Management team last_reviewed: 2026-08-21 library: SAIF.Business.Claim.Legal reference_type: embedded --- # clsAttorneyPolicyAssignment `clsAttorneyPolicyAssignment` represents one policy-level attorney assignment row that ties a policy to its primary, secondary, and tertiary attorneys over an effective date range.* It also lazy-loads `clsPolicyData` so the same object can surface the policy name, parent account, and rate account used by table-maintenance screens. ## Purpose - Stores the policy number, date range, and attorney employee IDs that define one policy assignment. - Resolves policy metadata and attorney display names so users can review assignments without extra lookups. ## Context - Namespace: `SAIF.Business.Claim.Legal.TableMaint` - Assembly/package: `SAIF.Business.Claim.Legal` ## Public members | Member | Kind | Type | Purpose | |---|---|---|---| | AttyPolicyAssgnSeqNum | Property | `Decimal` | Unique sequence number for the `ATTORNEY_POLICY_ASSIGNMENT` row. | | PolicyNumber | Property | `Decimal` | Policy number associated with this row. | | PolicyData | Read-only property | `clspolicydata` | Lazy-loaded `clsPolicyData` object for the current policy number. | | ParentAccount | Read-only property | `String` | Parent policy/account number resolved from `PolicyData`. | | RateAccount | Read-only property | `String` | Rate-account number resolved from `PolicyData`. | | PolicyName | Read-only property | `String` | Display name of the linked policy. | | EffectiveDate | Property | `Date` | Date the row becomes effective. | | ExpirationDate | Property | `Nullable(Of Date)` | Date the row stops applying; when cleared, the row remains open-ended. | | ExpirationDateSort | Property | `Date` | Non-null helper value used when list views sort by expiration date. | | PrimaryEmployeeID | Property | `String` | Employee ID of the primary attorney assignment. | | PrimaryName | Property | `String` | Display name resolved for the primary attorney assignment. | | SecondaryEmployeeID | Property | `String` | Employee ID of the secondary attorney assignment. | | SecondaryName | Property | `String` | Display name resolved for the secondary attorney assignment. | | TertiaryEmployeeID | Property | `String` | Employee ID of the tertiary attorney assignment. | | TertiaryName | Property | `String` | Display name resolved for the tertiary attorney assignment. | | Create() | Protected Method | `—` | Obtains the next `ATTORNEY_POLICY_ASSIGNMENT_SEQ` value for a new policy-assignment row. | | BeforeRetrieve(inPortalRequest As IPortalRequest) | Protected Method | `—` | Builds the retrieve request used to load this policy-attorney assignment row. | | AfterRetrieve(inPortalRequest As IPortalRequest) | Protected Method | `IBusinessObject` | Copies the retrieved result-set row into this policy-attorney assignment row and marks it as persisted. | | BeforeInsert(inPortalRequest As IPortalRequest) | Protected Method | `—` | Adds the current field values to the insert request for `ATTORNEY_POLICY_ASSIGNMENT`. | | AfterInsert(InPortalRequest As IPortalRequest) | Protected Method | `—` | Verifies that one row was inserted and marks the object persisted; records an error when the insert fails. | | BeforeUpdate(inPortalRequest As IPortalRequest) | Protected Method | `—` | Adds the current field values to the update request for `ATTORNEY_POLICY_ASSIGNMENT`. | | AfterUpdate(InPortalRequest As IPortalRequest) | Protected Method | `—` | Verifies that one row was updated and marks the object persisted; records a contention error when the update fails. | | BeforeDelete(inPortalRequest As IPortalRequest) | Protected Method | `—` | Builds the delete request for `ATTORNEY_POLICY_ASSIGNMENT` using this row's key values. | | AfterDelete(InPortalRequest As IPortalRequest) | Protected Method | `—` | Verifies that one row was deleted and resets the object to a new state; records a contention error when the delete fails. | | Load(inDataPortalInfo As IDataPortalInfo, Row As clsResultSet.DataRow) | Protected Friend Method | `—` | Loads this policy-attorney assignment row from a retrieved `clsResultSet.DataRow` and attaches criteria/data-portal state. | | New() | Protected Friend Constructor | `—` | Framework constructor used when the data portal creates or materializes an instance. | | New(inDataPortalInfo As IDataPortalInfo) | Protected Friend Constructor | `—` | Framework constructor that prepares the instance with data-portal context before creation or loading. | | NewAttorneyPolicyAssignment(inDataportal As IDataPortalInfo) | Shared Method | `clsAttorneyPolicyAssignment` | Creates a new unsaved policy-attorney assignment row through the data portal so framework initialization runs. | | GetAttorneyPolicyAssignment(inDataportal As IDataPortalInfo) | Shared Method | `clsAttorneyPolicyAssignment` | Retrieves a policy-assignment object through the type's criteria-defined retrieval path.* | | AddBusinessRules() | Protected Method | `—` | Registers validation requiring a resolvable policy number and a selected primary attorney. | > **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 - `SAIF.Business.Claim.Legal\TableMaint\clsAttorneyPolicyAssignment.vb`