---
title: UnitStatServices
summary: API reference for UnitStatServices.
status: draft
owner: SAIF
last_reviewed: 2026-07-24
library: SAIF.Business
reference_type: package
---

# UnitStatServices

`UnitStatServices` is a public class in `SAIF.Business` that supplies unit-stat reporting helpers for NCCI policy-number formatting, policy-unit splitting, and valuation-cycle date calculations.

## Purpose
- Retrieves formatted NCCI policy numbers and active policy-unit effective dates through data-portal queries.
- Splits extended policy periods into one or two reportable unit ranges for NCCI reporting.
- Builds valuation schedules and derives first, last, and current valuation-cycle dates for a unit.
- Exposes the `UREStartDate` cutoff used to choose five versus ten valuation periods.

## Context
- Namespace: `SAIF.Business`
- Assembly/package: `SAIF.Business`

## Public members
| Member | Signature | Purpose |
| --- | --- | --- |
| `UREStartDate` | `Public Const UREStartDate As Date = #1/1/2002#` | Defines the cutoff date used when choosing whether a unit receives 5 or 10 report valuation periods. |
| `GetNCCIPolicyNumber` | `Public Shared Function GetNCCIPolicyNumber(ByVal inDPI As IDataPortalInfo, ByVal inPolicyNumber As Decimal, ByVal inPolicyPeriodEffectiveDate As Date) As String` | Queries and returns the formatted NCCI policy number built from market type, policy number, subcode, and policy suffix. |
| `GetUnitSplitDate` | `Public Shared Function GetUnitSplitDate(ByVal inPolicyPeriodEffectiveDate As Date, ByVal inPolicyPeriodExpirationDate As Date) As Date` | Returns the split date used to divide extended policy periods into two NCCI reporting units. |
| `GetPolicyPeriodUnits` | `Public Shared Function GetPolicyPeriodUnits(ByVal inPolicyPeriodEffectiveDate As Date, ByVal inPolicyPeriodExpirationDate As Date, ByVal inCancelDate As Date) As List(Of DateRange)` | Builds the one or two `DateRange` unit periods that should be reported for the policy term and cancel date. |
| `GetReportValuationPeriods` | `Public Shared Function GetReportValuationPeriods(ByVal inUnitEffectiveDate As Date) As Generic.List(Of clsReportValuationPeriod)` | Generates the ordered list of report valuation periods for a unit, including SAIF and NCCI valuation dates. |
| `GetValuationNumber` | `Public Shared Function GetValuationNumber(ByVal inProcessDate As Date, ByVal inUnitEffectiveDate As Date) As Decimal` | Returns the valuation-cycle number that contains the supplied process date. |
| `GetFirstValuationDate` | `Public Shared Function GetFirstValuationDate(ByVal inUnitEffectiveDate As Date) As Date` | Returns the valuation date for the first original report on the unit. |
| `GetLastValuationDate` | `Public Shared Function GetLastValuationDate(ByVal inUnitEffectiveDate As Date) As Date` | Returns the end date of the final generated report valuation period. |
| `GetPolicyUnitEffectiveDate` | `Public Shared Function GetPolicyUnitEffectiveDate(ByVal inDPI As IDataPortalInfo, ByVal inPolicyNumber As Decimal, ByVal inProcessDate As Date) As Date` | Looks up the effective date of the active policy unit covering the supplied process date. |
| `clsReportValuationPeriod` | `Public Class clsReportValuationPeriod` | Defines the public nested value object used to hold valuation number, begin/end dates, and valuation dates for a report cycle. |

## Behavioral notes
- `GetUnitSplitDate` returns `Date.MinValue` unless the expiration date is more than one year and 16 days after the effective date.
- `GetPolicyPeriodUnits` emits one unit for unsplit periods and otherwise creates two units unless the cancel date falls on or before the split date.
- `GetReportValuationPeriods` starts the first report cycle 18 months after the first day of the unit effective month and creates 5 cycles before `UREStartDate`, otherwise 10.
- `GetValuationNumber` returns `0` before the first cycle and the last cycle number after the final cycle.

## Constraints and usage notes
- `GetNCCIPolicyNumber` and `GetPolicyUnitEffectiveDate` require a valid `IDataPortalInfo` with access to the underlying policy tables.
- `GetPolicyUnitEffectiveDate` returns `Date.MinValue` when no matching active unit is found.
- `GetNCCIPolicyNumber` converts the first portal-request result directly to `String`, so callers should expect the database query to supply a scalar result.

## Sources
- `Business\SAIF.Business\UnitStatServices.vb`