SAIF.Business.Policy operations and processes¶

This page is the operation catalog and cross-operation hub for this library.

Operation catalog¶

Operation	Intent	Trigger	Inputs	Outputs	Rules	Tables	SQL
OP-01 Retrieve hazard groups effective on a date	Load hazard groups in force on a given date	Caller invokes `GetHazardGroups`	`IDataPortalInfo`, effective date	`clsHazardGroupCollection`	BR-POL-001, BR-POL-002	HAZARD_GROUP	SQL-002
OP-02 Hydrate a hazard group from a reader	Map a data reader row to a `clsHazardGroup` instance	Row loop in OP-01 `AfterRetrieve`	`IDataPortalInfo`, open `IDataReader`	Initialized `clsHazardGroup` marked old	—	HAZARD_GROUP	SQL-002
OP-03 Look up / test membership in a hazard group collection	Find, test containment, or remove hazard groups by id/instance	Caller query on a retrieved collection	`HazardGroupID` or `clsHazardGroup`	Matching item, boolean, or removal	BR-POL-003	—	—
OP-04 Latest policy period effective date	Return the effective date of a policy's latest period	Caller invokes `MaxPolicyEffectiveDate`	`IDataPortalInfo`, policy number	`Date`	BR-POL-009	POLICY_PERIOD	SQL-008
OP-05 Policy period expiration date	Resolve a policy period's expiration date across WCIS and non-WCIS stores	Caller invokes `PolicyPeriodExpirationDate`	`IDataPortalInfo`, policy number, period effective date	`Date`	BR-POL-010	POLICY_PERIOD, POLICY_PERIOD_NON_WCIS	SQL-010
OP-06 Anniversary rating date	Resolve a policy period's anniversary rating date across WCIS and non-WCIS stores	Caller invokes `AnniversaryRateDate`	`IDataPortalInfo`, policy number, period effective date	`Date`	BR-POL-010	POLICY_PERIOD, POLICY_PERIOD_NON_WCIS	SQL-009
OP-07 Determine policy market type	Convert a policy's market-type code to `Enums.MarketTypes`	Caller invokes `MarketType`	`IDataPortalInfo`, policy number	`Enums.MarketTypes`	BR-POL-004	POLICY	SQL-004
OP-08 Latest premium history set id	Return the current premium-history set id	Caller invokes `MaxPremiumHistorySetId`	`IDataPortalInfo`, policy number, period effective date	`Decimal`	BR-POL-007	PREM_HIST_SUMMARY	SQL-007
OP-09 Policy minimum premium (stored procedure)	Retrieve the minimum premium via Oracle package	Caller invokes `PolicyMinimumPremium`	`IDataPortalInfo`, premium-history set id	`Decimal`	BR-POL-008	—	SQL-011
OP-10 Has the information page been printed?	Determine whether a policy period's information page was printed	Caller invokes `IsInformationPagePrinted`	`IDataPortalInfo`, policy number, period effective date	`Boolean`	BR-POL-006	ENDORSEMENT	SQL-006
OP-11 Determine the owning policy system	Determine whether WCIS or SAIFQuote owns the policy	Caller invokes `GetPolicyOwnershipSystem`	`IDataPortalInfo`, policy number	`Enums.PolicyOwnershipSystems`	BR-POL-005	DUAL	SQL-005
OP-12 Load and cache the benefit jurisdiction code map	Build/refresh the cached benefit-jurisdiction code map	Caller invokes `CodeMaps.GetBenefitJurisdictionCodeMap`	`IDataPortalInfo`, optional refresh flag	Cached `clsBenefitJurisdictionCodeMap`	BR-POL-012, BR-POL-016	BENEFIT_JURISDICTION_CODE	SQL-001
OP-13 Load and cache the manual class type code map	Build/refresh the cached manual-class-type code map	Caller invokes `CodeMaps.GetManualClassTypeCodeMap`	`IDataPortalInfo`, optional refresh flag	Cached `clsManualClassTypeCodeMap`	BR-POL-013, BR-POL-016	MANUAL_CLASS_TYPE_CODE	SQL-003
OP-14 Code ⇄ enum translation	Translate policy domain codes to/from enums	Any `Enums.Convert*` call	Code string or enum member	Enum member or code string	BR-POL-017	—	—
OP-15 Rating-period comparison helpers	Provide shared market-type and equality tests for rating periods	Extension method call on `iPeriodRatingInfo`	`iPeriodRatingInfo` instance(s)	`Boolean` / `Integer` hash	BR-POL-015, BR-POL-018	—	—
OP-16 Hazard group equality and identity	Compare hazard groups by identity	`Equals`/`GetHashCode`/`ToString` call	`clsHazardGroup` instance(s)	`Boolean` / hash / string	BR-POL-003	—	—

Process flow diagram¶

The following diagram visualizes the primary hazard-group retrieval flow (OP-01/OP-02), the library's main BOF data-access path.

flowchart TD
    Start(["Caller invokes<br>GetHazardGroups"]) --> A["Construct Criteria with<br>effective date"]
    A --> B["RetrieveObject via BOF data<br>portal"]
    B --> C["BeforeRetrieve assigns<br>RetrieveSQL and binds<br>EffectiveDate"]
    C --> D["Framework executes request<br>against Oracle"]
    D --> E["AfterRetrieve reads rows via<br>reader"]
    E --> F{More rows?}
    F -->|Yes| G["New clsHazardGroup / Load /<br>Add to collection"]
    G --> F
    F -->|No| End(["Return populated<br>clsHazardGroupCollection"])

Database interactions¶

The following table summarizes which operations read from or write to the database.

Operation	SQL	Tables	Type
OP-01 Retrieve hazard groups effective on a date	SQL-002	HAZARD_GROUP	Read
OP-04 Latest policy period effective date	SQL-008	POLICY_PERIOD	Read
OP-05 Policy period expiration date	SQL-010	POLICY_PERIOD, POLICY_PERIOD_NON_WCIS	Read
OP-06 Anniversary rating date	SQL-009	POLICY_PERIOD, POLICY_PERIOD_NON_WCIS	Read
OP-07 Determine policy market type	SQL-004	POLICY	Read
OP-08 Latest premium history set id	SQL-007	PREM_HIST_SUMMARY	Read
OP-09 Policy minimum premium (stored procedure)	SQL-011	N/A — stored procedure	Execute
OP-10 Has the information page been printed?	SQL-006	ENDORSEMENT	Read
OP-11 Determine the owning policy system	SQL-005	DUAL	Read (function call)
OP-12 Load and cache the benefit jurisdiction code map	SQL-001	BENEFIT_JURISDICTION_CODE	Read
OP-13 Load and cache the manual class type code map	SQL-003	MANUAL_CLASS_TYPE_CODE	Read

Failure and edge-case behavior¶

OP-04 (MaxPolicyEffectiveDate): a NULL/absent result causes CDate to throw (unhandled).*
OP-08 (MaxPremiumHistorySetId): a NULL result is normalized to 0 via an explicit IsDBNull guard rather than throwing.
OP-09 (PolicyMinimumPremium): the call is wrapped in a Try...Catch with an empty catch block; any procedure failure is silently swallowed and the method returns 0 (BR-POL-008). The bound out_expense_constant_amount output parameter is never read back.*
OP-10 (IsInformationPagePrinted): no matching row returns NULL, and CDec(Nothing/DBNull) throws rather than returning False — an unguarded path.*
OP-03 (ItemByKey): returns the last enumerated item (or Nothing on an empty list) when no match is found — a fall-through defect.*
OP-09 and OP-11 call Oracle packages (pk73069_rating_procs.get_minimum_expense_constant, pk73102_policy.does_wcis_own_submission); both were retrieved successfully via the Legends CLI and both .NET call sites are confirmed live, reachable code (see PR-BP-005 in Stored procedure operations below).

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.

Stored procedure operations¶

Operations implemented in Oracle stored procedures referenced by this library.

Operation	Description	Source	Link
Resolve minimum premium and expense constant for a premium-history set	Resolves policy-period context from a premium-history set id, then branches on market type to compute the applicable minimum premium and (ARP only) expense constant.	`pk73069_rating_procs.get_minimum_expense_constant`	Details
Resolve policy-period rating context	Populates a `pp_info_rec` with policy number, period effective/expiration dates, rating rule master id, period end date, market type, premium-history type, plan code, financial system code, anniversary rate date, combo period premium set seq num, and create user name.	`pk73069_rating_procs.get_pp_info` (private helper)	Details
Compute ARP minimum premium and expense constant	Reads premium-history type / policy number / period effective date for the set, then delegates to `get_variable_min_exp_constant` with market context `'ARP'`. Only path that returns an expense constant.	`pk73069_rating_procs.sp72759_get_arp_min_ec` (private helper)	Details
Determine submission ownership system	Returns the Y/N `wcis_owns_flag` for the policy's current submission status, defaulting to `'Y'` on any failure.	`pk73102_policy.does_wcis_own_submission`	Details

Sources¶

SAIF.Business.Policy/clsHazardGroupCollection.vb
SAIF.Business.Policy/clsHazardGroup.vb
SAIF.Business.Policy/PolicyInformation.vb
SAIF.Business.Policy/CodeMaps/clsBenefitJurisdictionCodeMap.vb
SAIF.Business.Policy/CodeMaps/clsManualClassTypeCodeMap.vb
SAIF.Business.Policy/Enums.vb
SAIF.Business.Policy/PeriodRatingInfoExtensions.vb