SAIF.Business.External.Users operations and processes

This page is the operation catalog and cross-operation hub for SAIF.Business.External.Users. The library centers on external-user registration, account maintenance, user-type and access-group administration, premium-audit routing, and supporting lookup utilities. Each operation's detailed, step-by-step logic lives in its own page under operations/.

Operation catalog

Operation	Intent	Trigger	Inputs	Outputs	Rules	Tables	SQL
User self-registration and account management	Create, retrieve, update, and post-process external-user accounts	clsUser.NewUser, clsUser.GetUser, clsUser.GetForgottenUser, or clsUser.UpdateLastLogonDate	clsNewUserArgs, UserID, AD user ID, email, user-type context, child collections	Persisted EXT_USER row, saved child objects, forgotten-user match, updated last-logon timestamp	BR-EU-01, BR-EU-04, BR-EU-05	EXT_USER, EXT_USER_TYPE, EMAIL_ADDRESS	SQL-005, SQL-015, SQL-016, SQL-017, SQL-018, SQL-019, SQL-045, SQL-046
Deny self-registration check	Maintain and query the self-registration block list	clsUserDenySelfRegistration CRUD or clsUserDenySelfRegistrationCollection.GetUserDenySelfRegistrations	User-type code, source-system group ID, customer-requested flag, reason	Matching deny-list row(s) or persisted block-list change	BR-EU-02, BR-EU-05	EXT_USER_DENY_SELF_REG	SQL-007, SQL-027, SQL-048, SQL-054
Security question management	Maintain a user's security-question answers and the active question catalog	clsUserSecurityQuestion CRUD, GetUserSecurityQuestionsByUserID, or GetAllSecurityQuestions	User ID, question code, answer, culture code	Persisted question rows or active question choices	BR-EU-05	EXT_USER_SECURITY_QUESTION, EXT_USER_SEC_QUESTION_CODE	SQL-008, SQL-028, SQL-029, SQL-049, SQL-055
Auditor assignment override management	Maintain premium auditors, auditor zip routing, and policy-specific default or exclusion overrides	Auditor, zip-code, or override CRUD; default-auditor resolution for a policy	Auditor metadata, zip codes, policy number, override auditor IDs, audit type	Persisted PA_AUDITOR, PA_AUDITOR_ZIP_CODE, and PA_ASSIGN_OVERRIDE rows; resolved default auditor	BR-EU-03	PA_AUDITOR, PA_AUDITOR_ZIP_CODE, PA_ASSIGN_OVERRIDE	SQL-001, SQL-002, SQL-003, SQL-004, SQL-010, SQL-011, SQL-012, SQL-013, SQL-042, SQL-043, SQL-044, SQL-052
User access group management	Load, reconcile, and persist access-group selections for a user type	Access-group list retrieval, AD reconciliation helpers, or access-group save	User-type ID, user-type code, access type, AD group list, selected flags	Possible groups, AD-derived additions/removals, persisted access-group rows	BR-EU-05	EXT_USER_ACCESS_GROUP, EXT_USER_ACCESS_GROUP_CODE, EXT_USER_ACCESS_GROUP_AD, EXT_USER_AD_GROUP	SQL-006, SQL-021, SQL-022, SQL-023, SQL-024, SQL-025, SQL-026, SQL-047, SQL-053
User type management	Create, validate, and persist user-type rows and their provider/policy helper actions	clsUserType CRUD, GetUserTypesByUserID, policy/provider helper methods	User-type metadata, customer IDs, source-system values, policy number, provider email	Persisted EXT_USER_TYPE row, saved customer/access-group children, helper booleans and EFT updates	BR-EU-05	EXT_USER_TYPE, EXT_USER_TYPE_CODE, EXT_USER_STATUS_CODE, PAYMENT_AUTHORIZATION, PROVIDER_EOB_INTERFACE	SQL-009, SQL-030, SQL-031, SQL-032, SQL-033, SQL-034, SQL-035, SQL-036, SQL-038, SQL-039, SQL-050, SQL-051, SQL-056
Premium auditor lookup	Resolve an auditor from AD user ID and vendor number	mdlAuditor.LoadAuditor	AD user ID, vendor number, test-user flag	Retrieved clsAuditor object	—	PA_AUDITOR	SQL-041
Zip code routing lookup	Resolve county, office, and audit-office routing for a zip code	clsZipCode.GetZipCode	Zip code	Populated routing object or empty lookup object	—	PA_ZIP_CODE, COUNTY, OFFICE_CODE	SQL-037
Provider registration validation	Validate a medical-provider registration request before account creation	clsNewUserArgs.ValidateMedicalProviderRegistration or clsNewUserArgs.IsValidProviderRegistration	Provider tax ID or provider ID, bill ID, claim number, self-registration context	Boolean validation result and caller-facing error message	BR-EU-02	DUAL, EXT_USER_DENY_SELF_REG	SQL-014
User search	Search external users with optional filters and row limiting	clsUserCollection.GetUsers(...) search overload	Test-user flag, access group, customer ID, partial AD ID, partial email, partial name, status code, user-type code, optional row limit	Collection of matching users	—	EXT_USER, PERSON, EXT_USER_TYPE, EXT_USER_ACCESS_GROUP, COMPANY, PERSON_EMAIL, EMAIL_ADDRESS	SQL-020
Password generation and validation	Generate temporary passwords and validate caller-supplied passwords	clsPassword.Generate or clsPassword.IsValid	Password length, special-character count, user ID, first name, last name, candidate password	Generated password string or validation result with messages	BR-EU-06	None	None

Process flow diagram

The following diagram shows how the major external-user operations interact from registration through ongoing administration.

flowchart TD
    Start([External-user request]) --> Validate[Validate registration or admin input]
    Validate --> Provider[Provider registration validation]
    Validate --> Deny[Deny self-registration check]
    Validate --> Password[Password generation and validation]
    Provider --> Account[User self-registration and account management]
    Deny --> Account
    Password --> Account
    Account --> Questions[Security question management]
    Account --> Types[User type management]
    Types --> Groups[User access group management]
    Types --> Search[User search]
    Account --> Search
    Account --> AuditorLookup[Premium auditor lookup]
    AuditorLookup --> AuditorAdmin[Auditor assignment override management]
    AuditorAdmin --> Zip[Zip code routing lookup]
    Zip --> AuditorAdmin
    Search --> Done([Read or persisted result returned])
    Questions --> Done
    Groups --> Done
    AuditorAdmin --> Done

Database interactions

The following table summarizes which operations read from or write to the database. Per-step SQL and table citations live in each operation's detail page under operations/.

Operation	SQL	Tables	Type
User self-registration and account management	SQL-005, SQL-015, SQL-016, SQL-017, SQL-018, SQL-019, SQL-045, SQL-046	EXT_USER, EXT_USER_TYPE, EMAIL_ADDRESS	Read / Write
Deny self-registration check	SQL-007, SQL-027, SQL-048, SQL-054	EXT_USER_DENY_SELF_REG	Read / Write
Security question management	SQL-008, SQL-028, SQL-029, SQL-049, SQL-055	EXT_USER_SECURITY_QUESTION, EXT_USER_SEC_QUESTION_CODE	Read / Write
Auditor assignment override management	SQL-001, SQL-002, SQL-003, SQL-004, SQL-010, SQL-011, SQL-012, SQL-013, SQL-042, SQL-043, SQL-044, SQL-052	PA_AUDITOR, PA_AUDITOR_ZIP_CODE, PA_ASSIGN_OVERRIDE	Read / Write
User access group management	SQL-006, SQL-021, SQL-022, SQL-023, SQL-024, SQL-025, SQL-026, SQL-047, SQL-053	EXT_USER_ACCESS_GROUP, EXT_USER_ACCESS_GROUP_AD, EXT_USER_AD_GROUP	Read / Write
User type management	SQL-009, SQL-030, SQL-031, SQL-032, SQL-033, SQL-034, SQL-035, SQL-036, SQL-038, SQL-039, SQL-050, SQL-051, SQL-056	EXT_USER_TYPE, PAYMENT_AUTHORIZATION, PROVIDER_EOB_INTERFACE	Read / Write
Premium auditor lookup	SQL-041	PA_AUDITOR	Read
Zip code routing lookup	SQL-037	PA_ZIP_CODE, COUNTY, OFFICE_CODE	Read
Provider registration validation	SQL-014	DUAL, EXT_USER_DENY_SELF_REG	Read
User search	SQL-020	EXT_USER, PERSON, EXT_USER_TYPE, EXT_USER_ACCESS_GROUP, COMPANY, PERSON_EMAIL, EMAIL_ADDRESS	Read
Password generation and validation	None	None	In-memory only

Stored procedure operations

Operations implemented in Oracle stored procedures referenced by this library.

Operation	Description	Source	Link
Provider registration validation	Validates that the provider, bill, and claim combination is eligible for registration	pk82396_medical_bills.ValidateProvReg	Details
Quoted policy expiry check	Evaluates whether a quoted policy has expired before policyholder self-registration	pk72971_epay_policy.is_expired_quoted_policy	Details
Billing plan type retrieval	Verifies that a quoted or pending policy has an established billing plan	pk72971_epay_policy.get_policy_billing_plan_type	Details
ePay eligibility check	Verifies that the billing plan supports the installment pattern required for self-registration	pk72971_epay_policy.is_policy_eligible_for_epay	Details

Failure and edge-case behavior

• Duplicate active non-test email addresses fail validation before the user row is persisted (BR-EU-04).
• Updates on BOF-managed tables rely on UPDATE_NUM; if the row-count check fails, the operation reports a DB-contention error instead of silently overwriting data (BR-EU-05).
• Self-registration validators actively query the deny list for agency, provider, policyholder, and injured-worker registrations; any matching row blocks the registration path (BR-EU-02).
• The stored-procedure package bodies referenced by Provider registration validation and the policy helper methods are not present in this repository, so their database-side behavior must be taken from the SQL and procedure documentation rather than traced local source.**
• Lookup-style operations such as Premium auditor lookup and Zip code routing lookup return whatever data the backing read path finds; when no row matches, callers receive an empty or default object rather than a persisted update.

Related documentation

• Index
• Overview
• Architecture
• Dependencies
• Business rules
• Database tables
• SQL catalog
• Procedures
• API reference
• Configuration

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

• Business\SAIF.Business.External.Users\clsAuditAssignmentOverride.vb
• Business\SAIF.Business.External.Users\clsAuditor.vb
• Business\SAIF.Business.External.Users\clsAuditorCollection.vb
• Business\SAIF.Business.External.Users\clsAuditorZipCode.vb
• Business\SAIF.Business.External.Users\clsAuditorZipCodeCollection.vb
• Business\SAIF.Business.External.Users\clsNewUserArgs.vb
• Business\SAIF.Business.External.Users\clsPassword.vb
• Business\SAIF.Business.External.Users\clsUser.vb
• Business\SAIF.Business.External.Users\clsUserAccessGroup.vb
• Business\SAIF.Business.External.Users\clsUserDenySelfRegistration.vb
• Business\SAIF.Business.External.Users\clsUserSecurityQuestion.vb
• Business\SAIF.Business.External.Users\clsUserType.vb
• Business\SAIF.Business.External.Users\clsZipCode.vb
• Business\SAIF.Business.External.Users\mdlAuditor.vb
• Business\SAIF.Business.External.Users\mdlCodeMaps.vb
• Business\SAIF.Business.External.Users\mdlGroupAssociation.vb