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SAIF.Business.View.Policy operations and processes

This page is the operation catalog and cross-operation hub for this library. Each operation's detailed, step-by-step logic lives in its own page under operations/.

Operation catalog

Operation Intent Trigger Inputs Outputs Rules Tables SQL
Retrieve policy header data Load the aggregate "policy header" view object for a given policy Caller invokes clsPolicyData.GetPolicyData(...) Policy number (or batch), optional UserAccessLevel Populated clsPolicyData object BR-VP-001 (not directly visible) SQL-VP-008
Determine whether the current user may view a policy Authorize (or deny) the current user's access to a specific policy Caller invokes clsPolicySecurity.IsPolicyValidForUser(...) clsPolicyData (or policy number), current clsSecurityPrincipal/clsUserType Boolean hasAccess BR-VP-002, BR-VP-003, BR-VP-004, BR-VP-005, BR-VP-006, BR-VP-007, BR-VP-008, BR-VP-009 PA_AUDIT SQL-VP-033, SQL-VP-037
Build the current user's book of business Produce the list of policies the current user is entitled to see First access to clsPolicySecurity.PolicyList property Current clsUserType, associated agent/group/loss-control/auditor identifiers List(Of strPolicyList) (none directly — list construction, not a gate) (not directly visible) SQL-VP-034, SQL-VP-035, SQL-VP-036, SQL-VP-038
Retrieve payroll classification detail Load manual-classification/payroll detail lines for a policy period, selecting the correct era-specific query Caller supplies ClassCoverageSetID (PMS-era) or PremiumSetID + date range (WCIS-era) via Criteria ClassCoverageSetID or PremiumSetID/date range Collection of clsPayrollClassInfo (none directly) PPNW_CLASS_COVERAGE_DETAIL, PREM_HIST_CLASS_COVERAGE SQL-VP-030, SQL-VP-031

Process flow diagram

The following diagram visualizes the primary operational flow across operations.

flowchart TD
    Start([Caller requests policy detail]) --> Retrieve[Retrieve policy header data]
    Retrieve --> Access{Determine whether the current user may view a policy}
    Access -->|Granted| BookOfBusiness[Build the current user's book of business]
    Access -->|Denied| Deny([Access denied — no data returned])
    BookOfBusiness --> Payroll[Retrieve payroll classification detail]
    Payroll --> EndOk([Policy detail rendered to caller])

Inherited operations and processes

Retrieval and validation infrastructure (RetrieveObject, Rules.CheckRules, Fill/MarkOld lifecycle) for every business object/collection in this library is provided by clsBusinessBase, clsBusinessCollection(Of T), and clsBusinessCollectionBase in saif.framework.core. No concrete, domain-specific inherited operation descriptions were returned from the dependency documentation lookup for these base classes — only generic BOF Framework lifecycle mechanisms — so no per-operation "Inherited operations" block is included here. See dependencies.md for the full base-class list.

Database interactions

Operation SQL Tables Type
Retrieve policy header data SQL-VP-008 (not directly visible) Read
Determine whether the current user may view a policy SQL-VP-033, SQL-VP-037 PA_AUDIT, PA_AUDITOR, PA_POLICY_PERIOD Read
Build the current user's book of business SQL-VP-034, SQL-VP-035, SQL-VP-036, SQL-VP-038 POLICY, PA_AUDIT, PA_AUDITOR Read
Retrieve payroll classification detail SQL-VP-030, SQL-VP-031 PPNW_CLASS_COVERAGE_DETAIL, PREM_HIST_CLASS_COVERAGE Read

Failure and edge-case behavior

  • If no row is found for a requested policy number, clsPolicyData attaches an error message to the object rather than throwing.
  • If a policy's SecurePolicyCode matches the SAIF secure code and the principal lacks the SAIFpolicyInfo AD resource, access is denied outright regardless of user type (BR-VP-002).
  • If no loss-control team assignment exists for a policy, the loss-control consultant access check denies access rather than erroring.

Stored procedure operations

Operations extracted directly from the retrieved Oracle and SQL Server procedure and package source are summarized below.

Operation Description Source Link
Resolve current or specific policy-period employer-liability limits Return formatted limit rows for the requested current or explicit policy period, preferring policy-period overrides and then standard defaults. coveragelimits_pkg Details
Resolve future employer-liability limits Return limit rows for future-dated policy periods by evaluating adjustment windows against the future policy-period effective date. coveragelimits_pkg Details
Lookup reference employer-liability limit rows Return individual or effective-dated standard limit rows from EMPLOYERS_LIABILITY_LIMITS and EMPLOYERS_LIABILITY_FACTORS. coveragelimits_pkg Details
Retrieve agency of record contact Return the agency, producer, phone, address, and vendor data for the current agent of record. pk72846_view_policy Details
Detect policy coverage gaps Return gap rows sourced from adjacent policy periods and explicit POLICY_COVERAGE_GAP records. pk72846_view_policy Details
Retrieve view-policy summary detail Return the primary view-policy summary row including entity, NAICS, premium, gap, group, reimbursement, and sales-plan data. pk72846_view_policy Details
Build ordered team-assignment rows Return policy-team members plus synthesized office, customer-service-team, agency, and producer rows sorted by display order. pk72846_view_policy Details
Retrieve policy-period history with masking rules Return policy-period rows while applying assigned-risk masking and current-period selection rules. pk72846_view_policy Details
Resolve policy address rows Return the preferred policy or claim address and contact row by address type or location sequence. pk72846_view_policy Details
Classify and list affiliated policies Classify a policy affiliation family, then return member and optional totals rows for that family. pk72846_view_policy Details
Resolve parent policy number Return the parent policy number that corresponds to the resolved affiliate type. pk72846_view_policy Details
Resolve wrap-up legal name Return the wrap-up owner legal name, escalating to the relationship policy and rate account when necessary. pk72846_view_policy Details
Retrieve policy header record Return the core policy header row together with status text and derived cancellation status. pk73094_policy_data Details
Resolve preferred account display name Return the preferred legal name for an account number by ranking related policy rows. pk73094_policy_data Details
Count policy waiver rows Return the number of WAIVER_DETAIL rows for the supplied policy number. pk82033_thirdparty Details
Derive pending-cancel demand status Check open demand rows and return Demanded for pending-cancel policies. sp72268_get_cancel_status Details
Derive cancelled-policy collection status Evaluate collection, audit, payroll-report, and balance conditions in precedence order for cancelled policies. sp72268_get_cancel_status Details
Derive application saifQuote status Return saifQuote for application policies not owned by WCIS. sp72268_get_cancel_status Details
Convert information-page Boolean result to a character flag Call the wrapped Boolean function and return Y when true or N when false. sp72347_info_page_printed_yn Details
Convert policy-bound Boolean result to a character flag Call the wrapped Boolean function and return Y when the policy is bound or N when it is not. sp73089_get_policy_bound_flag Details
Resolve contractor email address Look up and return the trimmed contractor email address that matches the supplied mail ID and last name. sp73341_external_client_lookup Details
Resolve group-book query branch Determine whether the supplied key should run the parent, group, or group-plus-specific-chapter query path. cp_claimprofile_get_group_policy_list Details
Return policies valid for the requested group report date Return distinct group-policy rows whose policy and membership windows satisfy the report-date rules. cp_claimprofile_get_group_policy_list Details
Match loss-control consultant identity Interpret the supplied loss-control argument as either an exact mail ID or a wildcard pattern. cp_claimprofile_get_sc_book Details
Return the active safety-consultant book Return active, non-flat-cancel policies assigned to the matched loss-control consultant. cp_claimprofile_get_sc_book Details
Return the latest matching external-client registrant row Select the most recently updated active non-test Net_Registrant row that matches the supplied ID and last name. cp_external_client_lookup Details
Build the open-policy agent book Return active policy rows with certificate, rate-viewability, pending-cancel, rating, group, office, and premium fields. cp_get_agent_online_policy_list Details
Append recent closed policies to the agent book Union closed-policy rows into the result when the current-period effective date is within the last five years. cp_get_agent_online_policy_list Details
Derive rate-viewability and pending-cancel flags Calculate viewableRate, currentCerts, and pendingCancel flags for each returned policy row. cp_get_agent_online_policy_list Details
Resolve the policy-in-group query branch Determine whether the supplied key should use the parent, group-only, or group-plus-chapter membership query. cp_policy_in_group Details
Count matching group memberships Return a howMany count for the selected branch based on the policies most recent covered period and employer-group associations. cp_policy_in_group Details

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\clsPolicyData.vb
  • SAIF.Business.View.Policy\clsPolicySecurity.vb
  • SAIF.Business.View.Policy\clsPayrollClassInfoCollection.vb