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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, BR-014, BR-015, BR-018, BR-019, BR-020, BR-021, BR-055, BR-064, BR-065, BR-066, BR-068. SQL and Oracle calls: SQL-003, SQL-005, SQL-008, SQL-009, SQL-026, SQL-027, SQL-028, SQL-029, SQL-032, SQL-033, SQL-034, SQL-058, SQL-074, SQL-075, SQL-077, SQL-079, SQL-080, SQL-090.

Process flow

The following diagram visualizes this operation's control flow.

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.

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