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TeamFunctions

TeamFunctions labels the functional role carried by each service-team row returned from clsTeamAssignmentCollection.Criteria.RetrieveSQL (pk72846_view_policy.team_assign_query). The enum lets callers distinguish underwriting, loss-control, billing, collections, and quote-assignment responsibilities, and it supports role-specific logic such as identifying the loss-control consultant used in BR-VP-007.

Purpose

  • Classify each clsTeamAssignment row by business function after the team query materializes the service-team collection.
  • Support downstream selection of role-specific contacts such as underwriters, billing representatives, and loss-control consultants.
  • Provide the functional tag used when policy-security logic looks for the assigned loss-control consultant in BR-VP-007.*

Context

  • Namespace: SAIF.Business.View.Policy
  • Assembly/package: SAIF.Business.View.Policy (embedded)

Public members

Member Signature Purpose
Unknown Unknown Fallback role for team rows whose function could not be mapped to a recognized service-team category.*
Underwriter Underwriter Identifies the underwriting contact assigned to the policy.
RetentionMktRep RetentionMktRep Identifies the retention or marketing representative associated with the policy account.*
LossControlConsultant LossControlConsultant Identifies the loss-control consultant role used when evaluating consultant access in BR-VP-007.
ReturnToWorkConsultant ReturnToWorkConsultant Identifies the return-to-work consulting contact for the policy.*
CustomerBillingRep CustomerBillingRep Identifies the billing representative responsible for customer billing interactions.
CreditCollectionsRep CreditCollectionsRep Identifies the credit or collections representative attached to the policy.
AssignedToQuote AssignedToQuote Marks the team member currently assigned to the quote workflow for the policy.*
QuoteUnderwriter QuoteUnderwriter Identifies the underwriter handling quote-stage underwriting responsibilities.*
AssignedRiskCustServRep AssignedRiskCustServRep Identifies the customer-service representative for assigned-risk business.
EAIPSpecialist EAIPSpecialist Identifies the EAIP specialist role on the team roster.**
AssistantUnderwriter AssistantUnderwriter Identifies the assistant underwriter supporting the primary underwriting role.

Behavioral notes

  • clsTeamAssignmentCollection materializes a TeamFunctions value for each team-member row returned by SQL-031.
  • Consumers can use this enum to isolate the loss-control consultant row whose username prefix participates in BR-VP-007.
  • The enum captures business responsibility, while email-address derivation is handled separately on the team-member object under BR-VP-022.

Constraints and usage notes

  • Prefer this enum over string comparisons when selecting specific team roles from TeamAssignmentCollection.
  • Some abbreviated names reflect source-era business terminology; preserve them for compatibility even when newer prose uses longer role descriptions.*

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/clsTeamAssignmentCollection.vb