SQL-003 Period date query

Retrieve latest issued policy period dates for a list of policies.

Classification

Field	Value
SQL ID	SQL-003
Operation type	Read
Execution method	StringBuilder-assembled
Database	Oracle
Schema	[unqualified]**
Command type	Text
Business object	clsAssociationTypeCode
Criteria property	PeriodDateSQL (private const)
Lifecycle method	GetPeriodDates (static helper)

Tables

Table	Access	Columns used
POLICY_PERIOD_ALL	SELECT / JOIN	policy_num, policy_period_eff_date, cancel_date, policy_period_exp_date
ENDORSEMENT	SELECT / JOIN	policy_num, policy_period_eff_date, endorse_code, printed_date
POLICY_PERIOD_NON_WCIS	SELECT / JOIN	policy_num, policy_period_eff_date, policy_period_status_code

Sample SQL

SELECT
  pp.policy_num AS PolicyNumber,
  pp.policy_period_eff_date AS EffectiveDate,
  NVL(pp.cancel_date, pp.policy_period_exp_date) AS ExpirationDate
FROM policy_period_all pp
JOIN (
  -- get the most recent issued period per policy
  SELECT
    pp.policy_num,
    MAX(pp.policy_period_eff_date) AS policy_period_eff_date
  FROM policy_period_all pp
  JOIN (
    -- get all issued periods for all policies
    SELECT
      policy_period_eff_date,
      policy_num
    FROM endorsement
    WHERE endorse_code = 'P401'
      AND printed_date IS NOT NULL
    UNION
    SELECT
      policy_period_eff_date,
      policy_num
    FROM policy_period_non_wcis
    WHERE policy_period_status_code = 'E'
  ) issued_periods
    ON pp.policy_num = issued_periods.policy_num
   AND pp.policy_period_eff_date = issued_periods.policy_period_eff_date
  WHERE pp.policy_period_eff_date <> NVL(cancel_date, policy_period_exp_date)
  GROUP BY pp.policy_num
) max_periods
  ON pp.policy_num = max_periods.policy_num
 AND pp.policy_period_eff_date = max_periods.policy_period_eff_date
WHERE pp.policy_num IN ({0})

Operations and processes

• Retrieve policy associations

Business rules

• BR-VP-024: Default association dates

Sources

• SAIF.Business.View.Policy/Associations/clsAssociationTypeCode.vb