---
title: Create a claim task
summary: Instantiate a new claim task bound to a claim.
status: draft
owner: SAIF Documentation
last_reviewed: 2026-08-21
library: SAIF.Business.Tasks.Claim
reference_type: embedded
operation_id: OP-1
trigger: Caller requests a new claim task
---

# Create a claim task

Creates a new claim task via the SAIF data portal and enriches it with claim attributes.

| Field | Value |
| --- | --- |
| **Operation ID** | OP-1 |
| **Trigger** | Caller requests a new claim task |
| **Inputs** | `IDataPortalInfo`, `ClaimID`, optional create user |
| **Outputs** | A new, dirty `clsClaimTask` |
| **Primary components** | `clsClaimTask.NewTask`, `clsClaimTask.Create` |
| **Entry point** | `SAIF.Business.Tasks.Claim/clsClaimTask.vb` |

## Steps

1. Build a `Criteria`, assign `DataPortalInfo`, `ClaimID`, `CreateUser`.
2. Call `dpi.DataAccessLayer.CreateObject(crit)`; the framework instantiates the object and invokes `Create()`.
3. `Create()` calls `MyBase.Create()` (base defaults), copies `MyCriteria.ClaimID` onto `ClaimID`, then calls `GetClaimData()`.
4. `GetClaimData()` loads `clsClaimData.GetData(dpi, ClaimID)` if not already present — delegated to `SAIF.Business.View.Claim`; retrieves claim header attributes used by the read-only projection properties.**
5. `CategoryCode` is set to `DEFAULTCATEGORY` (`CLMM`) ([BR-CT-10](../business-rules.md#br-ct-10-claim-tasks-default-to-the-manage-claims-category)).
   - On failure: an invalid claim yields `ClaimID = 0`, which later fails [BR-CT-01](../business-rules.md#br-ct-01-claim-task-must-reference-a-resolvable-claim) at validation time.

## Process flow

```mermaid
flowchart TD
	Start([Caller requests new task]) --> S1[Build Criteria with ClaimID]
	S1 --> S2[CreateObject via data portal]
	S2 --> S3["Create: copy ClaimID, load<br>claim data"]
	S3 --> S4[Set CategoryCode = CLMM]
	S4 --> EndOk([New dirty clsClaimTask])
```

## Failure and edge-case behavior
- An invalid claim ID leaves `ClaimID = 0`, deferring validation failure to [BR-CT-01](../business-rules.md#br-ct-01-claim-task-must-reference-a-resolvable-claim).

## Related documentation
- [Operations and processes](../operations-processes.md)
- [Business rules](../business-rules.md)
- [SQL catalog](../sql/index.md)
- [Database tables](../database-tables.md)

## Sources
- SAIF.Business.Tasks.Claim/clsClaimTask.vb