CertificateService

Orchestrates the full certificate-of-insurance lifecycle — retrieval, creation, editing, deletion, renewal, resend, and preview/imaging — by combining policy/limits/OSC data from ICertificateInformationService, authorization checks from ICertificateSecurityService, delivery-preference lookups from ICertificatePreferenceService, document generation from the Document.IDocumentService/Documents.IDocumentService pair, and distribution/imaging side effects from ICertificateDistributionService, all persisted through IUnitOfWork and validated through IValidationService. It also builds CertData.CertificateHolder records via the Domain.Model.Policies.Certificates.CertificateHolder domain type to add, expire, or supersede certificate holders as part of certificate mutations.

Purpose

• Retrieves single certificates and policy-scoped certificate lists, resolving each certificate holder's most recent superseding holder in the chain.
• Adds, edits, deletes, and renews certificates, applying authorization checks, FluentValidation-style validation, and re-imaging/re-distribution as needed.
• Determines whether an edited certificate's holder/coverage/DBA data actually changed, to decide whether the certificate needs to be re-imaged and redistributed as new versus resent.
• Computes and persists batch-print (mail) distribution status for certificate holders and policyholders based on the policy's certificate delivery preference and whether the certificate is a renewal.
• Generates and previews certificate document images/PDFs, and supplies read views for editable certificates and standard "other coverage" text options.
• Processes certificate-holder add/expire/supersede workflows through the Domain.Model.Policies.Certificates.CertificateHolder domain object.

Context

• Namespace: SAIF.Services.Policies.Certificates
• Assembly/package: SAIF.Services (packaged inside the SAIF.SAIFCode.Core NuGet package).

Public members

Member	Signature	Purpose
ImageNotFound	public const string ImageNotFound	The fixed error message text used when a certificate's image cannot be located or generated.
ImageNotFoundError	public string ImageNotFoundError { get; }	Instance-accessible wrapper exposing the ImageNotFound constant's text.
CertificateService (constructor)	public CertificateService(IUnitOfWork uow, IValidationService validationService, IUserProfileService userProfileService, ICertificateInformationService certificateInformationService, ICertificateSecurityService certificateSecurityService, CertDocument.IDocumentService documentService, UtilDocument.IDocumentService utilDocumentService, ICertificatePreferenceService certificatePreferenceService, ICertificateDistributionService certificateDistributionService)	Wires the unit of work, validation, user-profile, information/security/preference/distribution services, and both document-service collaborators, and constructs an internal CertificateInformationDataHelper bound to the same unit of work.
GetCertificate	public Certificate GetCertificate(long certificateId)	Loads a certificate by ID, resolves its holder's most-recent superseding holder (unless it is a bid certificate), and maps it to the Certificate contract.
GetCertificates	public IEnumerable<Certificate> GetCertificates(long policyNumber, DateTime policyPeriodEffectiveDate)	Returns all non-bid certificates for the given policy and period, each with its holder-supersession chain resolved.
GetCertificatesReadyForBatchDistribution	public IEnumerable<Certificate> GetCertificatesReadyForBatchDistribution()	Returns all non-bid certificates whose certificate-holder or policyholder distribution status is "ready to print," with holder-supersession chains resolved.
AddCertificate	public long AddCertificate(CertificateEdit certificateEdit, DistributionOptions distributionOptions)	Validates authorization and the edit DTO, builds and persists a new certificate (defaulting the holder action to Add when no current holder ID is supplied), images and distributes it, commits the transaction, and returns the new certificate's ID; rolls back and rethrows on any exception.
EditCertificate	public void EditCertificate(long id, CertificateEdit certificateEdit, DistributionOptions distributionOptions)	Validates authorization and the edit DTO, determines whether the change requires re-imaging (new issue date/user, "New" distribution point) versus a resend, applies the edit, recomputes batch print status, processes the certificate-holder action, optionally re-images, distributes, and commits; rolls back and rethrows on any exception.
DidCertificateChange	public bool DidCertificateChange(CertData.Certificate dataCertificate, CertificateEdit certificateEdit)	Compares DBA, policy period, and certificate-holder identity/name/address/job-description/other-coverage/cancellation-notice fields between the stored certificate and the edit, returning true on the first detected difference.
DeleteCertificate	public void DeleteCertificate(long certificateId)	Validates edit/delete authorization for the certificate, deletes it, and commits the transaction; rolls back and rethrows on any exception.
RenewCertificate	public long RenewCertificate(long certificateId, CertificateEdit certificateEdit, PeriodBase renewalPeriod, DistributionOptions distributionOptions)	Validates the certificate can be renewed (not already renewed), flags the existing certificate as renewed, builds a new certificate for the renewal period marked as a renewal, images and distributes it, commits, and returns the new certificate's ID; rolls back and rethrows on any exception.
ResendCertificate	public void ResendCertificate(long certificateId, DistributionOptions distributionOptions)	Loads the certificate, streams its existing/preview image to the distribution service for resend, and resets the batch print status when mailing to the certificate holder is requested.
PreviewCertificate	public Stream PreviewCertificate(long certificateId)	Loads the certificate and returns a Stream of its rendered image, generating a fresh preview if no image has been produced yet, or throwing CertificateServiceException if no image can be obtained.
GetStandardOtherCoverageTexts	public IEnumerable<StandardOtherCoverageText> GetStandardOtherCoverageTexts()	Returns all configured standard "other coverage" text options.
GetEditableCertificates	public IEnumerable<Certificate> GetEditableCertificates(long policyNumber)	Returns the policy's non-bid certificates created on or after the security-service's modification cutoff, restricted to those the current user is authorized to edit and whose cancellation status matches the corresponding policy period's cancellation status.
ProcessCertificateHolderAction	internal CertData.CertificateHolder ProcessCertificateHolderAction(CertificateEdit certificateEdit, out CertData.CertificateHolder expiredOrSupersededCertHolder)	Dispatches on the edit's requested certificate-holder action (NoUpdate, Add, Expire, Supersede) to load, create, expire, or supersede a Domain.Model.Policies.Certificates.CertificateHolder, returning the resulting processed holder and, for Expire/Supersede, the expired or superseded holder record.
SetCertificateBatchPrintStatus	public void SetCertificateBatchPrintStatus(CertData.Certificate certificate, DistributionOptions distributionOptions)	Sets both distribution statuses to "do not print," then sets the certificate-holder status to "ready to print" if mailing to the holder is requested; unless the distribution point is a resend, also sets the policyholder status to "ready to print" based on the policy's certificate delivery preference (mail delivery, or renewal notification type of Copy/Digest for renewals).

Behavioral notes

• A static constructor registers a large set of AutoMapper mappings (Certificate↔CertificateSecurityProperties, data-to-contract Certificate, TradingAs, EmployerLiabilityLimit, OtherStatesPolicy, OtherStatesPolicyPeriod, CertificateHolder/Address, StandardOtherCoverageText) once per process, including a custom limits resolver that selects OSC limits by code (falling back to the standard OSC limit) for OSC certificates and maps standard limits otherwise.
• AddCertificate, EditCertificate, DeleteCertificate, and RenewCertificate each wrap their work in unitOfWork.Begin()/unitOfWork.Commit(), with a catch that calls unitOfWork.Rollback() and rethrows on any exception.
• PreviewCertificate throws CertificateServiceException with the ImageNotFound message when neither an existing image nor a freshly generated preview image is available.
• GetCertificateDataById catches InvalidOperationException from a Single() lookup and rethrows as CertificateServiceException("Error: Certificate not found.").
• Authorization is enforced via ICertificateSecurityService.CertificateCanBeAdded/CertificateCanBeEdited, throwing SaifValidationException when the current user is not authorized to add, edit, or delete a certificate.
• ValidateCertificateCanBeRenewed throws SaifValidationException if the certificate has already been renewed (HasBeenRenewed).
• The class carries a CA1506:AvoidExcessiveClassCoupling suppression, reflecting its dependency on a large number of collaborating services.*
• ProcessCertificateHolderAction is internal, meaning it is only reachable from within the same assembly (e.g., by tests) rather than being part of the externally consumable public surface.*

Constraints and usage notes

• Only uow, validationService, userProfileService, and documentService are null-checked in the constructor via Enforce.ArgumentNotNull; certificateInformationService, certificateSecurityService, utilDocumentService, certificatePreferenceService, and certificateDistributionService are not validated for null.*
• RenewCertificate and AddCertificate/EditCertificate depend on certificateInformationService/dataHelper lookups (policy periods, OSC policy/period, limits, DBA) succeeding via Single(), which throws if no matching record exists.*

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

• Services/SAIF.Services/Policies/Certificates/CertificateService.cs