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mdlCustomerContact

mdlCustomerContact provides the helper module that converts external business identifiers into local customer/contact records.

Purpose

  • Helper module that converts external business identifiers into local customer/contact records.

Context

  • Namespace: SAIF.Business.CustomerContact
  • Assembly/package: SAIF.BOF.Business.CustomerContact

Public members

Member Signature Purpose
GetCustomerIDForAuditor Public Shared Function GetCustomerIDForAuditor(ByVal inDPI As IDataPortalInfo, inAuditorID As String, Optional inTaxID As String = "", Optional create As Boolean = True) As AuditorInfo Resolves the external identifier to a local customer record and creates the conversion mapping when needed.
GetCustomerIDForMCO Public Shared Function GetCustomerIDForMCO(ByVal inDPI As IDataPortalInfo, inMCOID As String) As Decimal Resolves the external identifier to a local customer record and creates the conversion mapping when needed.
GetCustomerIDForRTW Public Shared Function GetCustomerIDForRTW(inDPI As IDataPortalInfo, inRtwLoadCode As String, Optional inTaxID As String = "", Optional create As Boolean = True) As Decimal Resolves the external identifier to a local customer record and creates the conversion mapping when needed.
GetCustomerIDForGroup Public Shared Function GetCustomerIDForGroup(ByVal inDPI As IDataPortalInfo, inGroupAssociationCode As String, Optional inTaxID As String = "", Optional type As GroupTypes = GroupTypes.Group, Optional create As Boolean = True) As Decimal Resolves the external identifier to a local customer record and creates the conversion mapping when needed.
GetCustomerIDForPolicy Public Shared Function GetCustomerIDForPolicy(ByVal inDPI As IDataPortalInfo, ByVal inPolicyNumber As Decimal, Optional ByVal inTaxID As String = "", Optional create As Boolean = True) As Decimal Resolves the external identifier to a local customer record and creates the conversion mapping when needed.
GetCustomerInfoForAgent Public Shared Function GetCustomerInfoForAgent(ByVal inDPI As IDataPortalInfo, ByVal inAgentID As Decimal, Optional create As Boolean = True) As AgentInfo Resolves an agent identifier to local agency, customer, and contact information.
GetCustomerIDForProvider Public Shared Function GetCustomerIDForProvider(ByVal inDPI As IDataPortalInfo, ByVal inProviderID As Decimal) As Decimal Resolves the external identifier to a local customer record and creates the conversion mapping when needed.
GetCustomerIDForInjuredWorker Public Shared Function GetCustomerIDForInjuredWorker(ByVal inDPI As IDataPortalInfo, ByVal workerID As Decimal) As WorkerInfo Resolves the external identifier to a local customer record and creates the conversion mapping when needed.
CreatePhone Public Shared Function CreatePhone(dpi As IDataPortalInfo, contact As clsContact, phoneNumber As String, isForeignPhone As Boolean, Optional isPrimary As Boolean = True, Optional phoneType As PhoneTypes = PhoneTypes.Business) As clsPhoneInfo Creates a new child object, populates its key fields, and attaches it to the supplied contact.
CreateEmail Public Shared Function CreateEmail(dpi As IDataPortalInfo, contact As clsContact, address As String, Optional isPrimary As Boolean = True, Optional emailType As EmailTypes = EmailTypes.Business) As clsEmailAddressInfo Creates a new child object, populates its key fields, and attaches it to the supplied contact.

Behavioral notes

  • Most resolution methods first look up an existing conversion row, then optionally create local customer/contact records.

Constraints and usage notes

  • Methods with create=True can persist new customer, contact, and conversion rows.

Sources

  • Business\SAIF.Business.CustomerContact\mdlCustomerContact.vb