Policy Summary¶

Policy Summary is the landing page of the Policy Services Portal once a policy is in context. Underwriting and customer-service staff reach it from the menu or from Policy Search, and use it to confirm coverage dates, the premium balance, and the current payroll report status before acting on the policy. The page loads the policy named by the WebContext policy number, renders the summary panels, and exposes handlers to refresh the premium balance, print the declaration page, and open the payroll report history in a dialog. From here the user moves to payroll reports, a new endorsement, or the premium ledger.

Route¶

Page	Handler	Verb	URL	Route parameters	Page model	Layout
`/Policy/Summary`	`OnGetAsync`	GET	`/Policy/Summary/{policyNumber?}`	`policyNumber`	`SummaryModel` (`Pages/Policy/Summary.cshtml.cs`)	`_PolicyLayout`
`/Policy/Summary`	`OnPostRefreshBalanceAsync`	POST	`/Policy/Summary?handler=RefreshBalance`	—	`SummaryModel`	`_PolicyLayout`

Access¶

Requirement	Declared on	Effect
`[SecurityApiAuthorize("PolicyServices.Read,PolicyServices.Underwriting")]`	`BolPolicyModel`†	Only users holding one of the two roles can open any page that derives from the policy page model
`[SecurityApiAuthorize("PolicyServices.Underwriting")]`	`SummaryModel.OnPostRefreshBalanceAsync`	Only underwriting staff can refresh the balance; others receive a redirect to `/AccessDenied`
`IsAuthorizedAsync(Roles.Billing)`	`SummaryModel.OnGetAsync`	Billing roles see the Premium ledger link; other users do not
Anti-forgery validation	Razor Pages default for unsafe verbs	Covers `OnPostRefreshBalanceAsync`; the page form emits the token through the form tag helper

Entry conditions¶

The user selects Policy Summary from the policy menu; the entry is BasicAppMap.PageIds.PolicySummary.
The user follows an Open link from Policy Search, which passes policyNumber as a route parameter.
The page requires a policy number in WebContext. When none is present the base page model redirects to /Policy/Search†.

Fields¶

Field	Binds to	Control	Purpose	Validation
Policy number	`Summary.PolicyNumber`	Read-only `<span>`	Identifies the policy in context	None; display only
Employer	`Summary.EmployerName`	Read-only `<span>`	Insured employer of record	None; display only
Coverage period	`Summary.EffectiveDate`, `Summary.ExpirationDate`	Read-only `<span>`	Current term of the policy	None; display only
Premium balance	`Summary.PremiumBalance`	Read-only `<span>`	Outstanding premium balance, formatted as currency	None; display only
Report year	`ReportYear`	Kendo DropDownList	Year used when the payroll report dialog opens	`[BindProperty(SupportsGet = true)]`; must be a year listed in the policy history; client-side yes
Refresh balance	—	Button	Re-reads the premium balance from the billing service	Subject to anti-forgery validation

Operations¶

Operation	Trigger	Request	Description	Delegates to
load-summary	Page load	`GET /Policy/Summary`	Reads the policy and premium balance for the policy number in context and populates the summary panels	`GetPolicySummary` in `SAIF.Policy.Services`†
refresh-balance	`btnRefreshBalance` click	`POST /Policy/Summary?handler=RefreshBalance`	Re-reads the premium balance from the billing service and redisplays the page	RefreshPremiumBalance
print-declaration	Print declaration link	`GET /Policy/Summary?handler=Declaration`	Streams the declaration page for the policy as a PDF file result	`RenderDeclaration` in `SAIF.Policy.Documents`†
open-payroll-history	`lnkPayrollHistory` click	`GET /Policy/Summary?handler=PayrollHistory`	Returns the payroll report history partial for the selected report year	—

Dialogs and partials¶

Name	Opens as	Returned by	Purpose
`_PayrollHistory`	Bootstrap modal, fetched into `#dlgPayroll`	`GET /Policy/Summary?handler=PayrollHistory`	Lists payroll reports filed for the selected year with their status

AJAX and grid actions¶

Request	Kind	Called by	Returns
`GET /Policy/Summary?handler=PayrollHistory`	Partial fetch	`policySummary.openPayrollHistory()`	`_PayrollHistory` partial view
`GET /Policy/Summary?handler=Declaration`	File handler	Print declaration link	`FileStreamResult`, `application/pdf`

Client-side behavior¶

Script module: wwwroot/js/policy/summary.js
The ReportYear dropdown is a Kendo DropDownList; changing it reloads the payroll history partial when the dialog is open.
policySummary.openPayrollHistory() fetches the partial with fetch, injects it into #dlgPayroll, and shows the Bootstrap modal.
Failed fetches raise a toast through the BolMiddleware notification helper†.

States¶

State	Condition
Redirect to `/AccessDenied`	The user lacks the role required by the handler
`ErrorMessage` banner	The billing service call fails during Refresh balance; the page redisplays with the previous balance
Premium ledger link hidden	The user does not hold a billing role

Business rules¶

Rule ID	Rule	Enforcement	Source
BR-SCR-001	Only underwriting staff can refresh a premium balance	`[SecurityApiAuthorize]` on `OnPostRefreshBalanceAsync`	`src/SAIF.Policy.Portal/Pages/Policy/Summary.cshtml.cs:64`
BR-SCR-002	Payroll history can only be requested for a year in the policy history	`ReportYear` validated against `Summary.PolicyYears` in `OnGetPayrollHistoryAsync`	`src/SAIF.Policy.Portal/Pages/Policy/Summary.cshtml.cs:92`
BR-APP-001	A policy number must be in context before a policy page renders	Base page model redirect†	`BolPolicyModel`†

Target	Trigger	Parameters
Payroll Reports	Payroll reports menu entry or panel link	`policyNumber` route parameter
New Endorsement	Start endorsement button	`policyNumber` route parameter
Premium Ledger	Premium ledger link, shown to billing roles	`policyNumber` route parameter

Screen flow diagram¶

flowchart TD
    A[Policy Summary] -->|Payroll reports| B[Payroll Reports]
    A -->|Start endorsement| C[New Endorsement]
    A -->|Premium ledger| D[Premium Ledger]
    B -->|Back to summary| A

[!NOTE] Statements marked with * are inferred from code patterns. Statements marked with ** could not be verified from available source. Statements marked with † are sourced from package documentation retrieved with the Legends CLI.

Sources¶

src/SAIF.Policy.Portal/Pages/Policy/Summary.cshtml
src/SAIF.Policy.Portal/Pages/Policy/Summary.cshtml.cs
src/SAIF.Policy.Portal/Pages/Policy/_PayrollHistory.cshtml
src/SAIF.Policy.Portal/Models/PolicySummaryViewModel.cs
src/SAIF.Policy.Portal/wwwroot/js/policy/summary.js