---
title: Assign renewal (batch) audits to auditors
summary: Premium-audit workflow detail.
status: draft
owner: Technical Writer
last_reviewed: 2026-07-31
library: SAIF.Business.Policy.Audit.Premium
reference_type: package
operation_id: OP-005
trigger: Monthly renewal assignment batch
---

# Assign renewal (batch) audits to auditors

Premium-audit workflow detail.

| Field | Value |
| --- | --- |
| **Operation ID** | OP-005 |
| **Trigger** | Monthly renewal assignment batch |
| **Inputs** | IDataPortalInfo and assignment date |
| **Outputs** | Assigned audits, staff tasks, policy notes, and counters |
| **Primary components** | `clsAuditAssignmentManager.AssignRenewalAudits`, `AssignAudit` |
| **Entry point** | `Business\SAIF.Business.Policy.Audit.Premium\clsAuditAssignmentManager.vb` |

## Steps

1. Retrieve unassigned renewal audits, load auditors and ZIP territories, and sort the work queue.
2. Reject missing ZIP and missing office cases before choosing an override or ZIP-based auditor.
3. Reuse the assigned auditor for combined policies and otherwise enforce the monthly maximum before assignment.
4. Raise a staff task instead of assigning the audit when a do-not-assign override blocks the chosen auditor.
5. Traceability summary. Primary rules: [BR-012](../business-rules.md#br-012-assignment-requires-zip-code), [BR-014](../business-rules.md#br-014-assignment-requires-matching-territory), [BR-015](../business-rules.md#br-015-assignment-override-default-auditor-wins), [BR-018](../business-rules.md#br-018-monthly-max-blocks-renewal-assignments), [BR-019](../business-rules.md#br-019-do-not-assign-override-creates-staff-task), [BR-020](../business-rules.md#br-020-ineligible-policy-types-cannot-be-audited), [BR-021](../business-rules.md#br-021-duplicate-audits-are-blocked), [BR-055](../business-rules.md#br-055-validauditor), [BR-064](../business-rules.md#br-064-leasing-client-state-agency-hcw-policies-may-not-have-an-assignment-override), [BR-065](../business-rules.md#br-065-the-same-auditor-may-not-be-both-the-do-not-assign-to-and-the-default-assignment-auditor), [BR-066](../business-rules.md#br-066-default-auditor-and-do-not-assign-auditor-must-each-be-valid-auditors), [BR-068](../business-rules.md#br-068-an-auditor-zip-row-requires-an-existing-auditor-an-assignable-auditor-and-an-existing-zip-code). SQL and Oracle calls: [SQL-003](../sql/SQL-003-saif-business-policy-audit-premium.md), [SQL-005](../sql/SQL-005-saif-business-policy-audit-premium.md), [SQL-008](../sql/SQL-008-saif-business-policy-audit-premium.md), [SQL-009](../sql/SQL-009-saif-business-policy-audit-premium.md), [SQL-026](../sql/SQL-026-saif-business-policy-audit-premium.md), [SQL-027](../sql/SQL-027-saif-business-policy-audit-premium.md), [SQL-028](../sql/SQL-028-saif-business-policy-audit-premium.md), [SQL-029](../sql/SQL-029-saif-business-policy-audit-premium.md), [SQL-032](../sql/SQL-032-saif-business-policy-audit-premium.md), [SQL-033](../sql/SQL-033-saif-business-policy-audit-premium.md), [SQL-034](../sql/SQL-034-saif-business-policy-audit-premium.md), [SQL-058](../sql/SQL-058-saif-business-policy-audit-premium.md), [SQL-074](../sql/SQL-074-saif-business-policy-audit-premium.md), [SQL-075](../sql/SQL-075-saif-business-policy-audit-premium.md), [SQL-077](../sql/SQL-077-saif-business-policy-audit-premium.md), [SQL-079](../sql/SQL-079-saif-business-policy-audit-premium.md), [SQL-080](../sql/SQL-080-saif-business-policy-audit-premium.md), [SQL-090](../sql/SQL-090-saif-business-policy-audit-premium.md).

## Process flow

The following diagram visualizes this operation's control flow.

```mermaid
flowchart TD
 Start([Trigger]) --> S1[Load context]
 S1 --> S2[Run core logic]
 S2 --> EndOk([Outcome])
```

## Failure and edge-case behavior

- Review the linked rule and SQL documents for operation-specific validation failures and persistence behavior.
- Remote-wrapper SQL and not-found Oracle references are documented in the linked SQL and procedure pages where applicable.

## Related documentation
- [Operations and processes](../operations-processes.md)
- [Business rules](../business-rules.md)
- [SQL catalog](../sql/index.md)
- [Database tables](../database-tables.md)



> **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.Policy.Audit.Premium\clsAuditAssignmentManager.vb`