Classify period status

Classify period status describes the corresponding policy-core workflow and its BOF or Oracle touchpoints.

Field	Value
Operation ID	OP-008
Trigger	any status-driven presentation or branching
Inputs	status code string (or Statuses value for the reverse direction)
Outputs	Statuses / StatusGroups value (or code string)
Primary components	`clsPolicyPeriodStatus.ConvertStatus, clsPolicyPeriodStatus.ConvertStatusGroup (clsPolicyPeriodStatus.vb)`
Entry point	Business\SAIF.Business.Policy.Core

Steps

1. ConvertStatus maps codes to enum values (BR-001): P→Application, 0→Current, E→Expired, F→FinalizedApplicationToBeProcessed, FA→PayrollReconciliationBilled, FC→PeriodOfNoCoverage, FP→PhysicalAuditBilled, PPROS→PMSProspect, PR→PreRenewal, PF→PreRenewalFinalized, RA→RenewalAccepted, RF→RenewalFinalized.
2. Unrecognised code → Statuses.Unknown; unrecognised enum on the reverse conversion → empty string (BR-002).
3. ConvertStatusGroup collapses statuses into groups (BR-003): Application/FinalizedApplicationToBeProcessed/PMSProspect → Application; PayrollReconciliationBilled/Expired/PhysicalAuditBilled → Closed; PeriodOfNoCoverage → NoCoverage; Current → Open; PreRenewalFinalized/RenewalAccepted/RenewalFinalized/PreRenewal → Renewal; anything else → Unknown.
4. Consolidate supporting references.
5. Related business rules: BR-001, BR-002, BR-003, BR-027, BR-028
6. Related SQL statements: SQL-092, SQL-093, SQL-094, SQL-095
7. Related tables: POLICY_PERIOD_STATUS_CODE, POLICY_STATUS_CODE

Process flow

The following diagram visualizes this operation's control flow.

flowchart TD
    Start([Trigger]) --> S1[Apply policy-core logic]
    S1 --> D{Validation or branch?}
    D -->|Continue| S2[Execute BOF SQL or Oracle call]
    D -->|Stop| EndErr([Return error or empty result])
    S2 --> EndOk([Return populated result])

Failure and edge-case behavior

• Error, warning, and empty-result behavior follows the rules and SQL cited in the steps above.
• Stored-procedure-backed paths depend on Oracle-side logic outside this repository.**

Related documentation

• Operations and processes
• Business rules
• SQL catalog
• Database tables

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.Core\clsPolicy.vb
• Business\SAIF.Business.Policy.Core\clsPolicyPeriodBase.vb
• Business\SAIF.Business.Policy.Core\clsPolicyPeriod.vb
• Business\SAIF.Business.Policy.Core\clsLegacyPolicyPeriod.vb
• Business\SAIF.Business.Policy.Core\clsCancelReasonOverride.vb
• Business\SAIF.Business.Policy.Core\WCISInquiry.vb