SAIF.Business.Tasks.Claim business rules

This page captures business rules enforced by this library.

BR-CT-01 Claim task must reference a resolvable claim

Field	Value
Statement	A claim task must reference a resolvable claim (ClaimID <> 0).
Trigger	ClaimNum assignment (CheckRules("ClaimNum")) and rule validation before save
Enforcement	clsClaimTask.ValidClaimNum
Outcome	Fails at RuleCheckLevel.LevelOne with "Error: Claim Number is invalid."
Source	SAIF.Business.Tasks.Claim/clsClaimTask.vb

---

BR-CT-02 Task due date cannot be more than two years in the future

Field	Value
Statement	A task due date may not be more than two years in the future (the sentinel Date.MaxValue is exempt).
Trigger	Rule check on TaskDate; skipped when the task is deleted or not dirty
Enforcement	clsClaimTask.FutureDateWarning
Outcome	Fails at LevelOne with "Error: Task date is over 2 years in the future."
Source	SAIF.Business.Tasks.Claim/clsClaimTask.vb

---

BR-CT-03 Assignee must hold task-update AD access

Field	Value
Statement	The assignee mailid must hold AD resource CTTaskUpdate, or else external resource RTWExternalUpdate.
Trigger	MailID assignment (CheckRules("TaskUser")) while mailidNeedsValidation is set and the task is dirty and not deleted
Enforcement	clsClaimTask.ValidMailId, via ObjectServices.HasResourceAccess / HasResourceAccessExternal
Outcome	Fails at LevelTwo with "Error: MailID [x] does not have access to RTWExternalUpdate"; if only external access is held, BR-CT-06 is registered and validation continues
Source	SAIF.Business.Tasks.Claim/clsClaimTask.vb

---

BR-CT-03a Assignee validation exemptions

Field	Value
Statement	Validation of the assignee is skipped for informational messages (PriorityCode = MailID), for the current user (MailID = DataPortalInfo.UserID), and for TEST-prefixed accounts matching the mailid after the TEST prefix.
Trigger	Same as BR-CT-03
Enforcement	clsClaimTask.ValidMailId
Outcome	Rule passes without a resource lookup
Source	SAIF.Business.Tasks.Claim/clsClaimTask.vb

---

BR-CT-04 Task text is required

Field	Value
Statement	Task text is required, except for informational messages (PriorityCode = MailID).
Trigger	Rule check on Text
Enforcement	clsClaimTask.ValidText
Outcome	Fails at LevelOne with "Error: Text required."
Source	SAIF.Business.Tasks.Claim/clsClaimTask.vb

---

BR-CT-05 Task text length limit

Field	Value
Statement	Task text may not exceed 4,000 characters.
Trigger	Rule check on Text
Enforcement	clsClaimTask.ValidTextLength
Outcome	Fails at LevelOne with "Error: Text limited to 4000 characters."
Source	SAIF.Business.Tasks.Claim/clsClaimTask.vb

---

BR-CT-06 External RTW user must be assigned to the claim

Field	Value
Statement	An external return-to-work user may only be assigned a task on a claim they are assigned to.
Trigger	Registered dynamically by BR-CT-03 when the assignee holds only RTWExternalUpdate
Enforcement	clsClaimTask.RTWAssignedClaim → clsClaimSecurity.RTWAssignedToClaim(dpi, ClaimID, MailID)
Outcome	Rule failure blocks assignment when the external user is not assigned to the claim*
Source	SAIF.Business.Tasks.Claim/clsClaimTask.vb

---

BR-CT-07 Completing a notepad-required task marks it completed before soft delete

Field	Value
Statement	Completing a task that requires a notepad entry flags it as completed before the soft delete, so a notepad entry can be generated.
Trigger	MarkCompleted() when NotepadFlag = "Y"
Enforcement	clsClaimTask.MarkCompleted
Outcome	Completed = True, DeleteFlag = "Y", task marked dirty
Source	SAIF.Business.Tasks.Claim/clsClaimTask.vb

---

BR-CT-08 Task text is sanitized on assignment

Field	Value
Statement	Task text is sanitized on assignment; only non-empty text that differs from the current value is accepted.
Trigger	Text property setter
Enforcement	clsClaimTask.Text setter via clsCharacterAnalyzer.GetCleanString
Outcome	Cleaned text stored, task marked dirty, CheckRules("Text") run; otherwise assignment ignored
Source	SAIF.Business.Tasks.Claim/clsClaimTask.vb

---

BR-CT-09 Priority-task flag maps to URGMED priority code

Field	Value
Statement	A task flagged as a priority task carries priority code URG; clearing the flag sets MED.
Trigger	PriorityTask property setter
Enforcement	clsClaimTask.PriorityTask setter
Outcome	Priority code changed and task marked dirty; other codes are overwritten*
Source	SAIF.Business.Tasks.Claim/clsClaimTask.vb

---

BR-CT-10 Claim tasks default to the Manage Claims category

Field	Value
Statement	Claim tasks are always created under the Manage Claims category (CLMM) unless the caller requests Fast Track (FSTRK).
Trigger	clsClaimTask.NewTask factory / generator task creation
Enforcement	clsClaimTask.NewTask and clsClaimTaskGenerator.NewTask
Outcome	CategoryCode set to CLMM or FSTRK
Source	SAIF.Business.Tasks.Claim/clsClaimTask.vb, SAIF.Business.Tasks.Claim/clsClaimTaskGenerator.vb

---

BR-CT-11 Claim tasks always report Claims source system

Field	Value
Statement	Claim tasks always report source system Claims / source code CLAIM and never require an action code.
Trigger	Every retrieval and save
Enforcement	clsClaimTask.SourceSystem, SourceCode, ActionCode
Outcome	Retrieval criteria are constrained to CLAIM rows; action code is NONE
Source	SAIF.Business.Tasks.Claim/clsClaimTask.vb

---

BR-MY-01 Confidential worker name redaction

Field	Value
Statement	The worker name on a task is hidden from users lacking the matching access right when the claim is flagged exposure, health issue, hostile worker, or worker conflict.
Trigger	Every "my tasks" retrieval, per row
Enforcement	clsMyTaskCollection.AfterRetrieve via ClaimServices.HasExposureAccess / HasCollateralAccess / HasSecureAccess / HasConflictAccess
Outcome	WorkerName replaced with the literal "Confidential"
SQL	SQL-001
Source	SAIF.Business.Tasks.Claim/clsMyTaskCollection.vb

---

BR-MY-02 Urgent claims grouped ahead in my tasks sort

Field	Value
Statement	Tasks are listed with all tasks of a claim that has an urgent task grouped ahead of the remainder, then by due date and claim number.
Trigger	Row add and post-retrieval sort
Enforcement	clsMyTaskCollection.setSortOrder / SortByDefault
Outcome	sortBy key assigned, multi-key sort applied
Source	SAIF.Business.Tasks.Claim/clsMyTaskCollection.vb

---

BR-MY-03 Unsupported task source system cannot be loaded

Field	Value
Statement	A task whose source code has no supported concrete type cannot be loaded.
Trigger	AfterRetrieve when NewTask() returns Nothing
Enforcement	clsMyTaskCollection.AfterRetrieve
Outcome	ApplicationException " Tasks are not yet supported!"
Source	SAIF.Business.Tasks.Claim/clsMyTaskCollection.vb

---

BR-CB-01 Coverage B task must reference a valid Coverage B claim

Field	Value
Statement	A Coverage B task must reference a valid claim whose coverage code is B; deleted tasks are exempt.
Trigger	ClaimNum assignment (CheckRules("ClaimNum")) and validation before save
Enforcement	clsCoverageBTask.ValidClaimNum
Outcome	Fails at LevelOne with "Error: Please enter a valid claim number." or "Error: Claim number is not a Coverage B Claim."
Source	SAIF.Business.Tasks.Claim/clsCoverageBTask.vb

---

BR-CB-02 Coverage B task text is required

Field	Value
Statement	Coverage B task text is required.
Trigger	Rule check on Text
Enforcement	clsCoverageBTask.AddBusinessRules → CommonBusinessRules.TextRequired
Outcome	Fails with "Error: Text required."
Source	SAIF.Business.Tasks.Claim/clsCoverageBTask.vb

---

BR-CB-03 Coverage B due date window is one year

Field	Value
Statement	A Coverage B due date must fall between today and one year from today.
Trigger	Base rule TASK2 evaluation when the task is dirty and not deleted
Enforcement	clsCoverageBTask.OverrideRules
Outcome	Base result overridden to fail with "Error: Due date must be between today and one year from today."
Source	SAIF.Business.Tasks.Claim/clsCoverageBTask.vb

---

BR-CB-04 Coverage B tasks always report Coverage B source system

Field	Value
Statement	Coverage B tasks always report source system CoverageB / source code COVB, never require a notepad entry, and require no action code.
Trigger	Every retrieval and save
Enforcement	clsCoverageBTask.SourceSystem, SourceCode, RequiresNotePadEntry, ActionCode
Outcome	Retrieval constrained to COVB rows; notepad never required
Source	SAIF.Business.Tasks.Claim/clsCoverageBTask.vb

---

BR-CB-05 Coverage B due date rolls to next working day

Field	Value
Statement	A Coverage B due date that falls on a non-working day is rolled to the next working day.
Trigger	Task construction (TaskDateModifier = NextWorkDay)
Enforcement	clsCoverageBTask.New, applied by the base date logic
Outcome	Stored due date is a working day
Source	SAIF.Business.Tasks.Claim/clsCoverageBTask.vb

---

BR-GEN-01 Generated task must specify a claim

Field	Value
Statement	A generated task must specify a claim.
Trigger	clsClaimTaskGenerator private NewTask when inClaimID = 0
Enforcement	clsClaimTaskGenerator.NewTask
Outcome	ApplicationException("ClaimID not specified") — creation aborts
Source	SAIF.Business.Tasks.Claim/clsClaimTaskGenerator.vb

---

BR-GEN-02 Generated task due date normalized to a working day

Field	Value
Statement	A generated task's due date is normalized to a working day: same-day requests use the next working day; explicit dates on non-working days roll forward; offsets roll back to the previous working day.
Trigger	Every AddTask overload
Enforcement	clsClaimTaskGenerator.AddTask overloads via clsSmartDate.NextWorkDay / IsWorkingDay
Outcome	Due date replaced with a working day before task creation
Source	SAIF.Business.Tasks.Claim/clsClaimTaskGenerator.vb

---

BR-GEN-03 Default assignee is the responsible adjuster

Field	Value
Statement	When no assignee is supplied, the task is assigned to the claim's responsible adjuster.
Trigger	Private NewTask when inUser is blank
Enforcement	clsClaimTaskGenerator.NewTask via ClaimServices.GetResponsibleAdjuster or clsClaimData.AdjusterMailID
Outcome	MailID set to the adjuster mailid, then validated by BR-CT-03
Source	SAIF.Business.Tasks.Claim/clsClaimTaskGenerator.vb

---

BR-GEN-04 Default create user is the data-portal user

Field	Value
Statement	The create user defaults to the current data-portal user when the caller does not supply one.
Trigger	Generator construction (Initialize)
Enforcement	clsClaimTaskGenerator.Initialize
Outcome	m_CreateUser = IDataPortalInfo.UserID; stamped on every generated task
Source	SAIF.Business.Tasks.Claim/clsClaimTaskGenerator.vb

---

BR-GEN-05 Generated tasks claim must resolve to a valid claim record

Field	Value
Statement	Each generated task's claim must resolve to a valid claim record.
Trigger	Rule added per task at generation; evaluated at validation/save
Enforcement	clsClaimTaskGenerator.IsValidClaimID via clsClaimData.GetData(...).IsValid
Outcome	Fails at LevelThree with "Invalid ClaimdID specified on Task"
Source	SAIF.Business.Tasks.Claim/clsClaimTaskGenerator.vb

---

BR-GEN-06 Unrecognized priority values default silently

Field	Value
Statement	An unrecognized priority enum maps to INFO; an unrecognized priority code maps to Medium.
Trigger	Priority conversion during task creation or display
Enforcement	clsClaimTaskGenerator.GetPriorityText overloads
Outcome	Defaulted priority applied silently
Source	SAIF.Business.Tasks.Claim/clsClaimTaskGenerator.vb

---

BR-LTC-01 Legacy task codes are read-only

Field	Value
Statement	Legacy task codes are read-only reference data — create, insert, update, and delete are not supported.
Trigger	Any attempt to read a non-retrieve SQL property
Enforcement	clsLegacyTaskCode.Criteria and clsLegacyTaskCodeCollection.Criteria
Outcome	ApplicationException(clsConstants.Messages.InvalidSQLProperty)
SQL	SQL-002
Source	SAIF.Business.Tasks.Claim/clsLegacyTaskCode.vb, SAIF.Business.Tasks.Claim/clsLegacyTaskCodeCollection.vb

Notes

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.

Related documentation

• Index
• Overview
• Architecture
• Dependencies
• Operations and processes
• Database tables
• SQL catalog
• Security and authorization
• API reference

Sources

• SAIF.Business.Tasks.Claim/clsClaimTask.vb
• SAIF.Business.Tasks.Claim/clsClaimTaskGenerator.vb
• SAIF.Business.Tasks.Claim/clsCoverageBTask.vb
• SAIF.Business.Tasks.Claim/clsMyTaskCollection.vb
• SAIF.Business.Tasks.Claim/clsLegacyTaskCode.vb
• SAIF.Business.Tasks.Claim/clsLegacyTaskCodeCollection.vb