---
title: PolicyAssociationList
summary: API reference for PolicyAssociationList.
status: draft
owner: SAIF Corporation
last_reviewed: 2026-08-21
library: SAIF.Business.View.Policy
reference_type: embedded
---

# PolicyAssociationList

This list type is the library's shared retrieval entry point for the current policy-association model. It wraps `List(Of PolicyAssociation)` with typed filters plus the two shared database helpers that execute the UNION query (SQL-034) and the maximum-effective-date query (SQL-035), applying the library defaults for source-policy suppression and missing date inputs ([BR-VP-014](../../business-rules.md#br-vp-014-source-policy-excluded-from-associations-by-default), [BR-VP-024](../../business-rules.md#br-vp-024-default-association-dates)).

## Purpose
- Materialize association rows from Oracle into an in-memory list that callers can enumerate or filter by association type.
- Provide the canonical shared factory used by `clsPolicyData.Associations` and related callers to build the current association list from manual relationships, policy relationships, discount combinations, and ER combinations.*
- Apply default query dates when callers omit them, using the request date and the policy's maximum effective date per [BR-VP-024](../../business-rules.md#br-vp-024-default-association-dates).
- Exclude the source policy from returned rows unless the caller explicitly opts in, enforcing [BR-VP-014](../../business-rules.md#br-vp-014-source-policy-excluded-from-associations-by-default).

## Context
- Namespace: `SAIF.Business.View.Policy`
- Assembly/package: `SAIF.Business.View.Policy` (embedded)

## Public members
| Member | Signature | Purpose |
| --- | --- | --- |
| `AssociationType` | `Public ReadOnly Property AssociationType(ByVal inAssociationType As AssociationTypes) As IEnumerable(Of PolicyAssociation)` | Returns only the rows whose normalized association type matches the requested category, using the `PolicyAssociationExtensions.AssociationType` filter. |
| `PolicyNumbers` | `Public ReadOnly Property PolicyNumbers(ByVal inAssociationType As AssociationTypes) As IEnumerable(Of Decimal)` | Returns the related policy numbers from the current list for downstream membership and navigation checks.* |
| `GetPolicyAssociationList` | `Public Shared Function GetPolicyAssociationList(ByVal inDPI As IDataPortalInfo, ByVal inPolicyNumber As Decimal, Optional ByVal IncludeSourcePolicy As Boolean = False, Optional ByVal inAsOfDate As Date = Nothing) As IEnumerable(Of PolicyAssociation)` | Executes the combined association query, converts each row into `PolicyAssociation`, and returns the resulting list with optional inclusion of the source policy. |
| `GetMaxPolicyEffectiveDate` | `Public Shared Function GetMaxPolicyEffectiveDate(ByVal inDPI As IDataPortalInfo, ByVal inPolicyNumber As Decimal) As Date` | Reads the latest policy-period effective date used as the fallback combined-policy-period date when the caller does not supply association dates. |

## Behavioral notes
- `GetPolicyAssociationList` sends one SQL statement built from `ManualAffiliationSQL`, `PolicyRelationshipSQL`, `DiscountCombinationSQL`, and `ERCombinationSQL`, so one call can return manual, direct, and combination relationships together.
- When `inAsOfDate` is omitted, the method uses the DPI data-source date for experience-combination comparisons and `GetMaxPolicyEffectiveDate` for discount-combination comparisons, matching [BR-VP-024](../../business-rules.md#br-vp-024-default-association-dates).
- Returned rows are filtered after materialization so the source policy is omitted unless `IncludeSourcePolicy` is `True`, matching [BR-VP-014](../../business-rules.md#br-vp-014-source-policy-excluded-from-associations-by-default).
- Relationship strings such as `WRAP`, `M.PHP`, `DiscountCombination`, and `ExperienceCombination` are normalized through `ConvertAssociationType` before rows are added to the list.

## Constraints and usage notes
- This type inherits `List(Of PolicyAssociation)`, so standard `List` operations remain available in addition to the documented members.
- The public `PolicyNumbers` property ignores its `inAssociationType` parameter and returns `Me.Cast(Of PolicyAssociation).PolicyNumbers` directly; the signature suggests typed filtering, but the implementation does not apply it.
- The retrieval logic depends on Oracle-side procedures/tables and query semantics that are not available in this repository, so database-side edge cases beyond the documented rules remain unverified.**

> **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/PolicyAssociations.vb`