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Resolve a contact's type and carbon-copy name

Translate policy-document contacts into service recipient codes and CC display text.

Field Value
Operation ID OP-008
Trigger A caller or serializer reads ContactType, CCName, or IsValidContactType on the contact model.
Inputs Contact state or a caller-supplied contact-type code.
Outputs Recipient code validation or formatted CC text.
Primary components Contact, PolicyHolderContact, AgentContact, ThirdPartyContact
Entry point Business\SAIF.Business.Policy.Audit.ApiCalls\PolicyDocumentConfig.cs

Steps

  1. Resolve recipient types through the ValidContactTypes dictionary so policy holders map to PH, agents to AG, and third parties to 3P (BR-AAC-019).
  2. Validate caller-supplied contact-type codes by checking whether the provided value appears in ValidContactTypes.Values (BR-AAC-020).
  3. Format carbon-copy names according to contact role: empty for policy holders, formatted name or name, agency for agents, and formatted name for third parties (BR-AAC-021).

Process flow

The following diagram visualizes this operation's control flow.

flowchart TD
  Start([Read contact metadata]) --> Role[Resolve contact role]
  Role --> Validate[Check valid code when requested]
  Validate --> Name[Build CC display text]
  Name --> Done([Return metadata])

Failure and edge-case behavior

  • Unknown codes fail validation instead of being normalized.
  • Agent CC formatting depends on whether AgencyName is empty.

Sources

  • Business\SAIF.Business.Policy.Audit.ApiCalls\PolicyDocumentConfig.cs