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PolicyInformation

PolicyInformation is a static (shared-members-only) class that provides direct, on-demand data-portal lookups for individual pieces of policy information — dates, market type, premium history, minimum premium, information-page-print status, and ownership system — without requiring the caller to load a full iPolicyPeriodBase object graph. Several members call into the Oracle pk73069_rating_procs and pk73102_policy packages, connecting this class directly to the cross-referenced procedure documentation for those packages.

Purpose

  • Look up the maximum (latest) policy period effective date for a policy, per BR-POL-001.
  • Look up a specific policy period's expiration date and anniversary rate date given a policy number and period effective date.
  • Translate the policy's persisted market-type code into a MarketTypes enum value via Enums.ConvertMarketType, per BR-POL-003.
  • Determine the maximum premium-history set ID for a policy period, restricted to premium-history type codes '1' and '3'.
  • Compute the policy's minimum premium and expense constant by calling the Oracle procedure pk73069_rating_procs.get_minimum_expense_constant, swallowing call failures and returning zero when no result is produced, per BR-POL-007, BR-POL-008, and BR-POL-020.
  • Determine whether a policy period's information page has been printed by checking for a printed P401 endorsement, per BR-POL-009.
  • Determine which system currently owns a policy by calling the Oracle function pk73102_policy.does_wcis_own_submission, per BR-POL-010.

Context

  • Namespace: SAIF.Business.Policy
  • Assembly/package: SAIF.Business.Policy

Public members

Member Signature Purpose
MaxPolicyEffectiveDate Public Shared ReadOnly Property MaxPolicyEffectiveDate(ByVal inDPI As IDataPortalInfo, ByVal inPolicyNumber As Decimal) As Date Returns the latest (maximum) policy period effective date for the policy, per BR-POL-001.
PolicyPeriodExpirationDate Public Shared ReadOnly Property PolicyPeriodExpirationDate(ByVal inDPI As IDataPortalInfo, ByVal inPolicyNumber As Decimal, ByVal inPolicyPeriodEffectiveDate As Date) As Date Returns the expiration date for the policy period identified by policy number and effective date, checking both policy_period and policy_period_non_wcis.
AnniversaryRateDate Public Shared ReadOnly Property AnniversaryRateDate(ByVal inDPI As IDataPortalInfo, ByVal inPolicyNumber As Decimal, ByVal inPolicyPeriodEffectiveDate As Date) As Date Returns the anniversary rate date for the policy period identified by policy number and effective date.
MarketType Public Shared ReadOnly Property MarketType(ByVal inDPI As IDataPortalInfo, ByVal inPolicyNumber As Decimal) As Enums.MarketTypes Returns the policy's market type, translated from the persisted market_type_code via Enums.ConvertMarketType, per BR-POL-003.
MaxPremiumHistorySetId Public Shared ReadOnly Property MaxPremiumHistorySetId(ByVal inDPI As IDataPortalInfo, ByVal inPolicyNumber As Decimal, ByVal inPolicyPeriodEffectiveDate As Date) As Decimal Returns the maximum prem_hist_set_id from prem_hist_summary for the policy period, restricted to premium-history type codes '1' and '3'; returns 0 if none found.
PolicyMinimumPremium Public Shared ReadOnly Property PolicyMinimumPremium(ByVal inDPI As IDataPortalInfo, ByVal inPremHistSetID As Decimal) As Decimal Returns the minimum premium amount for the given premium-history set, computed by calling Oracle procedure pk73069_rating_procs.get_minimum_expense_constant; returns 0 if the call fails or yields no result, per BR-POL-007, BR-POL-008, and BR-POL-020.
IsInformationPagePrinted Public Shared ReadOnly Property IsInformationPagePrinted(ByVal inDPI As IDataPortalInfo, ByVal inPolicyNumber As Decimal, ByVal inPolicyPeriodEffectiveDate As Date) As Boolean Returns True if a printed P401 endorsement exists for the policy period in the endorsement table, indicating the information page has been printed, per BR-POL-009.
GetPolicyOwnershipSystem Public Shared ReadOnly Property GetPolicyOwnershipSystem(ByVal inDPI As IDataPortalInfo, ByVal inPolicyNumber As Decimal) As Enums.PolicyOwnershipSystems Calls the Oracle function pk73102_policy.does_wcis_own_submission and returns WCIS if it reports true, otherwise SAIFQuote, per BR-POL-010.

Behavioral notes

  • Source declaration: Business\SAIF.Business.Policy\PolicyInformation.vb.
  • Related operations, rules, and SQL are cross-referenced from the library-level documentation.

Constraints and usage notes

  • Consumers should rely on the declared public surface rather than internal implementation details.

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\PolicyInformation.vb