private void CheckClaimAttributes(IOrganizationService svc, MappedRow mappedRow)
{
try
{
mapAttribute.claimNotificationDate = mappedRow.Attributes.ForEntity("new_claim").ForAttribute("new_notificationdate").FirstOrDefault();
var lossDate = mappedRow.Attributes.ForEntity("new_claim").ForAttribute("new_dateofloss").FirstOrDefault();
//Get the loss date
mapAttribute.lossDateField = lossDate.AsDateTime().Value;
if (mapAttribute.lossDateField > mapAttribute.claimNotificationDate.AsDateTime())
{
throw new InvalidPluginExecutionException(lossDate.TemplateColumn.ColumnLabel, new Exception("Loss date cannot be after the notification date"));
}
if (mapAttribute.lossDateField > mapAttribute.claimNotificationDate.AsDateTime())
{
throw new InvalidPluginExecutionException(lossDate.TemplateColumn.ColumnLabel, new Exception("Loss date cannot be after the notification date"));
}
if (mapAttribute.claimNotificationDate.AsDateTime() > DateTime.Now)
{
throw new InvalidPluginExecutionException(mapAttribute.claimNotificationDate.TemplateColumn.ColumnLabel, new Exception("Loss date cannot be after the notification date"));
}
mapAttribute.policyNumber = mappedRow.Attributes.ForEntity("new_claim").ForAttribute("new_policyversion").FirstOrDefault();
//Check if the Policy exists
mapAttribute.policy = svc.RetrieveMultipleByName("new_policyfolder", mapAttribute.policyNumber.AsString());
if (mapAttribute.policy.Count() == 0)
{
throw new InvalidPluginExecutionException(mapAttribute.policyNumber.TemplateColumn.ColumnLabel, new Exception("No Policy found with number='{0}'.".FormatWith(mapAttribute.policyNumber.Value)));
}
if (mapAttribute.policy.Count() > 1)
{
throw new InvalidPluginExecutionException(mapAttribute.policyNumber.TemplateColumn.ColumnLabel, new Exception("Multiple Policies found with number='{0}'.".FormatWith(mapAttribute.policyNumber.Value)));
}
mapAttribute.policyVersion = svc.RetrivePolicyVersionBasedOnPolicy(mapAttribute.policy.FirstOrDefault().Id, mapAttribute.lossDateField);
if (mapAttribute.policyVersion == null)
{
throw new InvalidPluginExecutionException("Could not find a Policy version", new Exception("Could not find a policy version"));
}
}
catch (Exception ex)
{
throw new InvalidPluginExecutionException(ex.Message, ex.InnerException);
}
}
public PolicyMapper(IOrganizationService svc, MappedRow row, PolicyMapperDefaults defaults = null)
{
ThrowIf.Argument.IsNull(svc, "svc");
ThrowIf.Argument.IsNull(row, "row");
_svc = svc;
_template = row.Template;
_attrs = row.Attributes;
if (defaults != null)
{
_defaults = defaults;
}
}
public List <Guid> MapClaim(IOrganizationService svc, MappedRow mappedRow, BordereauTemplate template, BordereauProcess bxProcess)
{
ThrowIf.Argument.IsNull(svc, "svc");
ThrowIf.Argument.IsNull(mappedRow, "mappedRow");
ThrowIf.Argument.IsNull(template, "template");
ThrowIf.Argument.IsNull(bxProcess, "bxProcess");
Guid createdClaimId = Guid.Empty;
List <Guid> createdClaim = new List <Guid>();
try
{
//Get the template columns
var templateColumns = template.TemplateColumns.ToArray();
var country = bxProcess.CountryRef;
//Get the distinct claim orders that will differentiate between multiple claims
var retreievedClaimOrders = templateColumns
.Where(c => c.ClaimOrder != null)
.Select(c => c.ClaimOrder)
.Distinct();
var order = mappedRow.Attributes
.ForEntity("new_claim")
.Where(c => c.TemplateColumn.ClaimOrder != null)
.Select(c => c.TemplateColumn.ClaimOrder)
.Distinct();
//Get all the common fields between all claims
var claimAttributeValue = mappedRow.Attributes
.ForEntity("new_claim")
.ForClaimOrder(null);
mapAttribute.claimStatus = mappedRow.Attributes
.ForAttribute("statuscode")
.FirstOrDefault().AsOptionSet();
CheckClaimAttributes(svc, mappedRow);
foreach (var claimOrder in retreievedClaimOrders)
{
#region Claim
//Get the fileds based on the Claim Order
var claimValueBasedOnClaimOrder = mappedRow.Attributes
.ForEntity("new_claim")
.ForClaimOrder(claimOrder);
var reserveFieldRowValue = claimValueBasedOnClaimOrder
.ForAttribute("new_reserve")
.FirstOrDefault().AsDecimal();
var peril = claimValueBasedOnClaimOrder
.ForAttribute("new_peril1")
.FirstOrDefault().AsString();
var subPeril = claimValueBasedOnClaimOrder
.ForAttribute("new_subperil")
.FirstOrDefault().AsString();
mapAttribute.excess = claimValueBasedOnClaimOrder
.ForAttribute("new_policyexcess")
.FirstOrDefault().AsDecimal();
//If reserve field is empty we dont create a claim
//if (peril != null && peril != "" && subPeril != null && subPeril != "")
if (subPeril != null && subPeril != "")
{
if (reserveFieldRowValue != null && reserveFieldRowValue > 0)
{
//GetClaimValues(svc, mappedRow, claimOrder);
mapAttribute.Reserve = reserveFieldRowValue;
if (claimValueBasedOnClaimOrder.Where(c => c.AttributeName == "new_claimedamount").Select(c => c.Value).FirstOrDefault() != null)
{
mapAttribute.ClaimedAmount = claimValueBasedOnClaimOrder
.ForAttribute("new_claimedamount")
.FirstOrDefault()
.AsDecimal();
}
//Get the broker claim reference
var claimRefValue = mappedRow.Attributes
.ForEntity("new_claim")
.ForAttribute("new_claimreference")
.FirstOrDefault().AsString();
mapAttribute.claimFolderReferenceValue = mappedRow.Attributes
.ForEntity("new_claim")
.ForAttribute("new_claimreference")
.FirstOrDefault().AsString();
mapAttribute.brokerId = bxProcess.BrokerRef.Id;
mapAttribute.bxprocessId = bxProcess.Id;
mapAttribute.lossTypeDescription = claimValueBasedOnClaimOrder
.ForAttribute("new_losstypedescription")
.FirstOrDefault().AsString();
mapAttribute.BrokerClaimReference = claimAttributeValue
.ForAttribute("new_claimreference")
.FirstOrDefault().AsString();
var riskSubClass = mappedRow.Attributes.ForEntity("new_claim").ForClaimOrder(claimOrder).ForAttribute("new_insuredrisk").FirstOrDefault();
//Map the claim fields to be imported
Claim claim = new Claim(svc);
if (riskSubClass.Value != "Buildings and Contents")
{
GetClaimValues(svc, mappedRow, claimOrder, riskSubClass.Value);
claim.CreateOrUpdateClaim(mapAttribute);
}
else
{
GetClaimValues(svc, mappedRow, claimOrder, "Buildings");
claim.CreateOrUpdateClaim(mapAttribute);
GetClaimValues(svc, mappedRow, claimOrder, "Contents");
claim.CreateOrUpdateClaim(mapAttribute);
//continue;
}
//createdClaimId = claim.CreateOrUpdateClaim();
//if (createdClaimId != Guid.Empty)
// createdClaim.Add(createdClaimId);
#endregion Claim
#region Payment
//Get the payment fields and map
ClaimPayment payment = new ClaimPayment(svc, mappedRow, country, claimOrder);
payment.CreateOrUpdatePayment(createdClaimId, mapAttribute.policy.FirstOrDefault());
if (mapAttribute.claimStatus.Value == 100000001)
{
payment.UpdateClaimPaymentStatus(createdClaimId);
}
#endregion Payment
#region Recovery
ClaimRecovery recovery = new ClaimRecovery(svc, mappedRow, country, claimOrder);
recovery.CreateOrUpdateRecovery(createdClaimId, mapAttribute.policy.FirstOrDefault());
if (mapAttribute.claimStatus.Value == 100000001)
{
recovery.UpdateClaimRecoveryStatus(createdClaimId);
//payment.UpdateClaimPaymentStatus(createdClaimId);
}
#endregion
}
}
}
#region RoleInClaim
//var retreievedRoleTypeOrder = templateColumns
// .Where(c => c.ClaimOrder == claimOrder && c.ClaimRoleTypeOrder != null)
// .Select(c => c.ClaimRoleTypeOrder).Distinct();
var retreievedRoleTypeOrder = templateColumns
.Where(c => c.ClaimRoleTypeOrder != null)
.Select(c => c.ClaimRoleTypeOrder).Distinct();
Guid createdVehicleId = Guid.Empty;
Entity roleInClaim = null;
foreach (var roleTypeOrder in retreievedRoleTypeOrder)
{
//var allRoleAttributes = mappedRow.Attributes.ForClaimOrder(claimOrder).ForRoleNumber(roleTypeOrder);
var allRoleAttributes = mappedRow.Attributes.ForRoleNumber(roleTypeOrder);
var contactFirstname = allRoleAttributes.ForAttribute("firstname").FirstOrDefault().AsString();
var contactLastName = allRoleAttributes.ForAttribute("lastname").FirstOrDefault().AsString();
if (contactFirstname != null && contactLastName != null)
{
roleInClaim = CreateRoleInClaim(svc, allRoleAttributes, createdClaimId, country);
}
var riskClass = bxProcess.RiskClassRef.Name;
if (riskClass.ToLower() == "vehicle")
{
var check = allRoleAttributes.Where(c => c.AttributeName == "new_registrationnumber").FirstOrDefault();
if (check != null)
{
var vehicleRegistrationNo = allRoleAttributes.ForAttribute("new_registrationnumber").FirstOrDefault().AsString();
if (vehicleRegistrationNo != null)
{
createdVehicleId = CreateVehicle(svc, allRoleAttributes, createdClaimId);
}
if (createdVehicleId != Guid.Empty)
{
roleInClaim["new_vehicleid"] = new EntityReference("new_vehicle", createdVehicleId);
svc.Update(roleInClaim);
}
}
}
}
#endregion
}
catch (InvalidPluginExecutionException e)
{
throw new InvalidPluginExecutionException(e.Message, e.InnerException);
}
//catch (Exception ex)
//{
// throw new Exception(ex.Message);
//}
return(createdClaim);
}
private void GetClaimValues(IOrganizationService svc, MappedRow mappedRow, int?claimOrder, string riskSubClass)
{
ThrowIf.Argument.IsNull(riskSubClass, "RiskSubClass");
try
{
var productId = mapAttribute.policy.First().GetAttributeValue <EntityReference>("new_product").Id;
//var riskSubClass = mappedRow.Template.TemplateColumns.Where(c => c.AttributeName == "new_insuredrisk").Select(c => c.RiskSubClass).FirstOrDefault();
//var insuredRiskDefault = mappedRow.Template.TemplateColumns.Where(c => c.AttributeName == "new_insuredrisk").Select(c => c.DefaultValue).FirstOrDefault();
if (productId == Guid.Empty)
{
throw new InvalidPluginExecutionException("", new Exception("Product not found for policy '{0}'.".FormatWith(mapAttribute.policy.FirstOrDefault().GetAttributeValue <string>("new_name"))));
}
//var insuredRiskFromBordereau = mappedRow.Attributes.ForEntity("new_claim").ForClaimOrder(claimOrder).ForAttribute("new_insuredrisk").FirstOrDefault();
//if (insuredRiskFromBordereau.Value != null)
// mapAttribute.insuredRisk = svc.RetrieveMultipleByName("new_insuredrisk", insuredRiskFromBordereau.AsString());
//// mapAttribute.insuredRisk = svc.RetrieveInsuredRiskForClaim("new_insuredrisk", mapAttribute.policy.FirstOrDefault().Id);
//else if (insuredRiskDefault != null)
// mapAttribute.insuredRisk = svc.RetrieveInsuredRisk("new_insuredrisk", insuredRiskDefault, riskSubClass.Id);
//else
// mapAttribute.insuredRisk = svc.RetrieveInsuredRiskForClaim("new_insuredrisk", mapAttribute.policy.FirstOrDefault().Id);
//var riskSubClass = mappedRow.Attributes.ForEntity("new_claim").ForClaimOrder(claimOrder).ForAttribute("new_insuredrisk").FirstOrDefault();
var retrievedRiskSubClass = svc.RetriveRiskSubClassByName("new_riskclass", riskSubClass);
mapAttribute.insuredRisk = svc.RetriveInsuredRisk(mapAttribute.policyVersion.Id, productId, retrievedRiskSubClass.Id);
if (mapAttribute.insuredRisk.Count() > 1)
{
throw new InvalidPluginExecutionException("", new Exception("Multiple Insured risks found, please supply an Insured risk"));
}
if (mapAttribute.insuredRisk.Count() == 0)
{
throw new InvalidPluginExecutionException("", new Exception("No Insured risk found"));
}
var riskClass = mapAttribute.insuredRisk.FirstOrDefault().GetAttributeValue <EntityReference>("new_riskclassid");
var productName = mapAttribute.policy.First().GetAttributeValue <EntityReference>("new_product").Name;
//var lossTypeField = mappedRow.Attributes.ForEntity("new_claim").ForClaimOrder(claimOrder).ForAttribute("new_peril1").FirstOrDefault();
var subPeril = mappedRow.Attributes.ForEntity("new_claim").ForClaimOrder(claimOrder).ForAttribute("new_subperil").FirstOrDefault();
//Retrieve the loss type from CRM
//mapAttribute.lossType = svc.RetrieveLossType("new_losstype", lossTypeField.AsString());
mapAttribute.subPeril = svc.RetrieveSubPeril(subPeril.Value).FirstOrDefault(); //subPeril.AsEntity();
//If loss type not found in CRM throw exception and stop processing
//if (mapAttribute.lossType.Count == 0)
// throw new InvalidPluginExecutionException(lossTypeField.TemplateColumn.ColumnLabel, new Exception("No Peril found for '{0}'.".FormatWith(lossTypeField.Value)));
if (mapAttribute.subPeril == null)
{
throw new InvalidPluginExecutionException(subPeril.TemplateColumn.ColumnLabel, new Exception("No Sub Peril found for '{0}'.".FormatWith(subPeril.Value)));
}
#region commentedcode
//var coveredPeril = svc.RetrieveCoveredPeril("new_coveredperil", riskClass.Id, mapAttribute.subPeril.Id).FirstOrDefault();
////Get the asscoiated loss type code
//var lossTypeCode = mapAttribute.lossType.Select(c => c.Attributes["new_losstypecode"]).FirstOrDefault();
////Get the basic cover id which is a lookup on the Loss type record
//Guid basicCoverId = coveredPeril.GetAttributeValue<EntityReference>("new_basiccover").Id;
////Guid basicCoverId = mapAttribute.lossType.FirstOrDefault().GetAttributeValue<EntityReference>("new_basiccoverid").Id;
//var basicCoverName = coveredPeril.GetAttributeValue<EntityReference>("new_basiccover").Name;
////var basicCoverName = mapAttribute.lossType.FirstOrDefault().GetAttributeValue<EntityReference>("new_basiccoverid").Name;
////If Basic cover not found in CRM throw exception
//if (basicCoverId == Guid.Empty)
// throw new InvalidPluginExecutionException(lossTypeField.TemplateColumn.ColumnLabel, new Exception("No Basic Cover associated with loss type '{0}'.".FormatWith(lossTypeField.Value)));
////Get the Cover based on the Basic Cover Id
//var retrievedCover = svc.RetrieveCover("new_cover", basicCoverId, productId);
////If loss type not found in CRM throw exception
//if (retrievedCover.Count == 0)
// throw new InvalidPluginExecutionException(lossTypeField.TemplateColumn.ColumnLabel, new Exception("No Cover found with basic cover '{0}' and Product '{1}'.".FormatWith(basicCoverName, productName)));
//mapAttribute.retrievedCoverId = Guid.Empty;
//var coverName = retrievedCover.Select(c => c.GetAttributeValue<string>("new_name")).FirstOrDefault();
////We should get an unique cover based on the Basic Cover id and Product Id
//if (retrievedCover.Count > 1)
// throw new InvalidPluginExecutionException(lossTypeField.TemplateColumn.ColumnLabel, new Exception("Multiple Covers found with basic cover '{0}' and Product '{1}'.".FormatWith(basicCoverName, productName)));
//else
// mapAttribute.retrievedCoverId = retrievedCover.Select(c => c.Id).FirstOrDefault();
////Retrieve a list of policy version based on Policy no
//mapAttribute.policyVersion = svc.RetrievePolicyVersion("new_policy", mapAttribute.policy.First().Id, mapAttribute.lossDateField, mapAttribute.retrievedCoverId);
//if (mapAttribute.policyVersion.Count == 0)
// throw new InvalidPluginExecutionException(mapAttribute.policyNumber.TemplateColumn.ColumnLabel, new Exception("No Policy Version found with Policy number '{0}' and Loss date '{1}' and Cover '{2}'.".FormatWith(mapAttribute.policyNumber.Value, mapAttribute.lossDateField, coverName)));
//Guid policyVersionId = mapAttribute.policyVersion.Select(c => c.Id).FirstOrDefault();
//var policyVersionNumber = mapAttribute.policyVersion.Select(c => c.GetAttributeValue<string>("new_name")).FirstOrDefault();
////Retrieve the Insured cover based on Policy Id and cover ID
//mapAttribute.insuredCover = svc.RetrieveInsuredCover("new_insuredcover", policyVersionId, mapAttribute.retrievedCoverId);
//if (mapAttribute.insuredCover.Count == 0)
// throw new InvalidPluginExecutionException(mapAttribute.policyNumber.TemplateColumn.ColumnLabel, new Exception("No insured cover found for Policy version number '{0}' and cover '{1}'.".FormatWith(policyVersionNumber, coverName)));
//mapAttribute.insuredRisk = svc.RetrieveRisk("new_insuredrisk", policyVersionId, productId);
//if (mapAttribute.insuredRisk.Count > 1)
//{
// var insuredRiskFromExcel = mappedRow.Attributes.ForEntity("new_claim").ForAttribute("new_insuredrisk").FirstOrDefault();
// throw new InvalidPluginExecutionException(mapAttribute.policyNumber.TemplateColumn.ColumnLabel, new Exception("Multiple insured risk found for Policy version number '{0}' and cover '{1}'.".FormatWith(policyVersionNumber, coverName)));
//}
#endregion
}
catch (Exception ex)
{
throw new InvalidPluginExecutionException(ex.Message, ex.InnerException);
}
}
