---
title: "SQL-VP-036: Retrieve an agent's online policy list (SQL Server)"
summary: Retrieves the list of policies visible to an agent via a SQL Server stored procedure.
status: draft
owner: SAIF Claims BOF team
last_reviewed: 2026-08-21
library: SAIF.Business.View.Policy
reference_type: embedded
---

# SQL-VP-036 Retrieve an agent's online policy list (SQL Server)

Used by `clsPolicySecurity.GetPolicyListForAgent()`, one of the per-user-type "book of business"
list builders behind the `PolicyList` property.

## Classification

| Field | Value |
| --- | --- |
| **SQL ID** | SQL-VP-036 |
| **Operation type** | Read |
| **Execution method** | Stored procedure (via `SqlHelper`) |
| **Database** | SQL Server |
| **Schema** | `[unqualified]**` |
| **Command type** | StoredProcedure |
| **Business object** | `clsPolicySecurity` |
| **Criteria property** | `GetPolicyListForAgent()` (ad hoc method) |
| **Lifecycle method** | ad hoc method |

## Parameters

| Parameter | Direction | Type | Max length | Description |
| --- | --- | --- | --- | --- |
| `@AgentNum` | Input | ID | N/A | Agent number to look up the policy list for. |
| `@ForAgency` | Input | Boolean/flag | N/A | Whether to scope the list to the agent's entire agency. |

## Tables

| Table | Access | Columns used |
| --- | --- | --- |
| *(not directly visible — encapsulated in procedure body)* | SELECT | N/A |

## Sample SQL

```sql
EXEC cp_get_agent_online_policy_list
  @AgentNum  = :AgentNum,
  @ForAgency = :ForAgency
```

> **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.View.Policy\clsPolicySecurity.vb`