/// <summary>
/// Tests the connections to CCM SOAP and REST services.
/// </summary>
/// <param name="userName"></param>
/// <param name="password"></param>
/// <param name="facility"></param>
/// <param name="soapServiceUrl"></param>
/// <param name="restServiceUrl"></param>
/// <returns></returns>
public BaseResult TestConnections(string userName, string password, string facility, string soapServiceUrl, string restServiceUrl)
{
var result = new BaseResult();
using (var tr = new Tracer("LMS.Connector.CCM.CCMOrigination.TestConnections"))
{
try
{
var soapConnectionResult = TestSoapConnection(soapServiceUrl, userName, password, facility);
result.AppendResult(soapConnectionResult);
tr.Log($"SOAP connection result = {soapConnectionResult.Result}");
var restConnectionResult = TestRestConnection(restServiceUrl, userName, password, facility);
result.AppendResult(restConnectionResult);
tr.Log($"REST connection result = {restConnectionResult.Result}");
result.Result = soapConnectionResult.Result && restConnectionResult.Result;
}
catch (Exception ex)
{
result.Result = false;
result.ExceptionId = Utility.LogError(ex, "LMS.Connector.CCM.CCMOrigination.TestConnections");
result.AddMessage(MessageType.Error, ex.Message);
tr.LogException(ex);
}
}
return(result);
}
/// <summary>
/// Creates a card for the primary or joint applicant using AddCard behavior call. Then sets the applicant's card number in LMS.
/// </summary>
/// <param name="strategy"></param>
/// <param name="primaryOrJointApplicant"></param>
/// <returns></returns>
public BaseResult AddCard(ClientStrategy strategy, Applicant primaryOrJointApplicant)
{
var result = new BaseResult();
var lmsPerson = new LmsPerson()
{
Applicant = primaryOrJointApplicant
};
string cardNumber = string.Empty;
var addCardStrategyResult = strategy.AddCard(lmsPerson, out cardNumber);
result.AppendResult(addCardStrategyResult);
if (addCardStrategyResult.Result)
{
// Store the CCM AccountNumber received from the response to the primary or joint applicant CardNumber field
var applicant = _app.Applicants.SingleOrDefault(a => a.ApplicantId == primaryOrJointApplicant.ApplicantId);
applicant.CardNumber = cardNumber;
}
else
{
var applicantName = (primaryOrJointApplicant.IsOrganization) ? primaryOrJointApplicant.OrganizationName : primaryOrJointApplicant.FullName;
result.AddMessage(MessageType.Warning, $"An error occured creating the plastic card. The card will not be created on CCM for {applicantName}.");
result.Result = true;
}
return(result);
}
/// <summary>
/// Adds a person to CCM using AddPerson behavior call.
/// </summary>
/// <param name="strategy"></param>
/// <param name="applicant"></param>
/// <returns></returns>
public BaseResult AddPerson(ClientStrategy strategy, Applicant applicant)
{
var result = new BaseResult();
var lmsPerson = new LmsPerson()
{
Applicant = applicant
};
var addPersonStrategyResult = strategy.AddPerson(lmsPerson);
result.AppendResult(addPersonStrategyResult);
if (!addPersonStrategyResult.Result)
{
if (applicant.ApplicantTypeId.GetValueOrDefault() == (int)Akcelerant.Lending.Lookups.Constants.Values.ApplicantType.Joint)
{
string applicantTypeName = LookupCodes.ApplicantType.Joint;
result.AddMessage(MessageType.Warning, $"An error occured adding the {applicantTypeName} Applicant Type. {applicant.FullName} will not be added to CCM.");
}
else
{
result.AddError("An error occurred creating the credit card record for the loan. The credit card will not be created in CCM.");
return(result);
}
}
return(result);
}
/// <summary>
/// Creates a card for the authorized user using AddCard behavior call. Then sets the authorized user's card number in LMS.
/// </summary>
/// <param name="strategy"></param>
/// <param name="authorizedUser"></param>
/// <returns></returns>
public BaseResult AddCard(ClientStrategy strategy, AuthorizedUser authorizedUser)
{
var result = new BaseResult();
var lmsPerson = new LmsPerson()
{
AuthorizedUser = authorizedUser
};
string cardNumber = string.Empty;
var addCardResult = strategy.AddCard(lmsPerson, out cardNumber);
result.AppendResult(addCardResult);
if (addCardResult.Result)
{
//Store the CCM AccountNumber received from the response to the authorized user CardNumber field
var authUser = _app.AuthorizedUsers.SingleOrDefault(a => a.AuthorizedUserId == authorizedUser.AuthorizedUserId);
authUser.CardNumber = cardNumber;
}
else
{
result.AddMessage(MessageType.Warning, $"An error occured creating the plastic card. The card will not be created on CCM for {authorizedUser.FirstName} {authorizedUser.LastName}.");
result.Result = true;
}
return(result);
}
/// <summary>
/// Tests the connection to CCM REST service using TestConnection behavior call.
/// </summary>
/// <param name="restServiceUrl"></param>
/// <param name="userName"></param>
/// <param name="password"></param>
/// <param name="facility"></param>
/// <returns></returns>
public BaseResult TestRestConnection(string restServiceUrl, string userName, string password, string facility)
{
var result = new BaseResult();
var restConnectionResult = _restStrategy.TestConnection(restServiceUrl, userName, password, facility);
result.AppendResult(restConnectionResult);
return(result);
}
/// <summary>
/// Makes an Inquiry behavior call to determine if a person exists in CCM, and also gets RelationshipInfo objects.
/// </summary>
/// <param name="strategy"></param>
/// <param name="personNumber"></param>
/// <param name="errorMessage"></param>
/// <param name="relationshipInfos"></param>
/// <returns></returns>
public BaseResult MakeInquiry(ClientStrategy strategy, string personNumber, out string errorMessage, out IList <RelationshipInfo> relationshipInfos)
{
var result = new BaseResult();
var inquiryResult = strategy.Inquiry(personNumber, out errorMessage, out relationshipInfos);
result.AppendResult(inquiryResult);
if (!inquiryResult.Result)
{
result.AddMessage(MessageType.Warning, $"An error occured making Inquiry for personNumber {personNumber}.");
}
return(result);
}
/// <summary>
/// Adds a party relationship for a joint applicant in CCM using AddAccountPartyRelationship behavior call.
/// </summary>
/// <param name="strategy"></param>
/// <param name="applicant"></param>
/// <returns></returns>
public BaseResult AddAccountPartyRelationship(ClientStrategy strategy, Applicant applicant)
{
var result = new BaseResult();
var addAccountPartyRelationshipStrategyResult = strategy.AddAccountPartyRelationship(applicant);
result.AppendResult(addAccountPartyRelationshipStrategyResult);
if (!addAccountPartyRelationshipStrategyResult.Result)
{
var jointApplicantName = (applicant.IsOrganization) ? applicant.OrganizationName : applicant.FullName;
result.AddMessage(MessageType.Warning, $"An error occured adding the Joint. {jointApplicantName} will not be added on CCM.");
}
return(result);
}
/// <summary>
/// Updates the account of a primary applicant in CCM using UpdateAccount behavior call.
/// </summary>
/// <param name="strategy"></param>
/// <param name="applicant"></param>
/// <returns></returns>
public BaseResult UpdateAccount(ClientStrategy strategy, Applicant applicant)
{
var result = new BaseResult();
var updateAccountResult = strategy.UpdateAccount(applicant);
result.AppendResult(updateAccountResult);
if (!result.Result)
{
result.AddError("An error occured increasing the line of credit. The update will not be reflected in CCM.");
}
return(result);
}
/// <summary>
/// Checks for required fields prior to sending calls to the CCM service.
/// </summary>
/// <param name="userToken"></param>
/// <param name="app"></param>
/// <returns></returns>
public BaseResult DisbursementValidation(string userToken, ref Application app)
{
var result = new BaseResult();
_app = app;
_userToken = userToken;
using (var tr = new Tracer("LMS.Connector.CCM.Service.Api.DisbursementValidation"))
{
var ccm = new CCMValidation(app, userToken);
result.AppendResult(ccm.DisbursementValidation());
tr.Log($"LMS.Connector.CCM.Service.Api.DisbursementValidation result => {result.Result}");
}
return(result);
}
/// <summary>
/// Adds an authorized user to CCM using AddPerson behavior call.
/// </summary>
/// <param name="strategy"></param>
/// <param name="authorizedUser"></param>
/// <returns></returns>
public BaseResult AddAuthorizedUser(ClientStrategy strategy, AuthorizedUser authorizedUser)
{
var result = new BaseResult();
var lmsPerson = new LmsPerson()
{
AuthorizedUser = authorizedUser
};
var addAuthorizedUserStrategyResult = strategy.AddPerson(lmsPerson);
result.AppendResult(addAuthorizedUserStrategyResult);
if (!addAuthorizedUserStrategyResult.Result)
{
result.AddMessage(MessageType.Warning, $"An error occured adding the AUTHORIZED USER. {authorizedUser.FirstName} {authorizedUser.LastName} will not be added to CCM.");
}
return(result);
}
/// <summary>
/// Creates an account in CCM for the primary applicant using AddAccount behavior call. Then sets the applicant's account number in LMS.
/// </summary>
/// <param name="strategy"></param>
/// <param name="applicant"></param>
/// <returns></returns>
public BaseResult AddAccount(ClientStrategy strategy, Applicant applicant)
{
var result = new BaseResult();
string accountNumber = string.Empty;
var addAccountStrategyResult = strategy.AddAccount(applicant, out accountNumber);
result.AppendResult(addAccountStrategyResult);
if (addAccountStrategyResult.Result)
{
// Store the CCM AccountNumber received from the response to the application CreditCardNumber field
_app.CreditCardNumber = accountNumber;
}
else
{
result.AddError("An error occurred creating the credit card record for the loan. The credit card will not be created in CCM.");
}
return(result);
}
/// <summary>
/// Process for disbursing an application that is an Add On.
/// </summary>
/// <param name="primaryApplicant"></param>
/// <param name="jointGuarantorApplicants"></param>
/// <returns></returns>
public BaseResult DisburseAddOn(Applicant primaryApplicant, IEnumerable <Applicant> jointGuarantorApplicants)
{
var result = new BaseResult();
using (var tr = new Tracer("LMS.Connector.CCM.CCMOrigination.DisburseAddOn"))
{
// Joint or Guarantor applicants
if (jointGuarantorApplicants?.Any() == true)
{
tr.Log($"Number of joint or guarantor applicants in ApplicationId {_app.ApplicationId} => {jointGuarantorApplicants.Count()}");
foreach (var jointGuarantorApplicant in jointGuarantorApplicants)
{
/*********************
* Call AddPerson/AddOrganization on this joint or guarantor applicant (person or organization).
*/
tr.Log($"Adding ApplicantId {jointGuarantorApplicant.ApplicantId} as a person or organization in CCM");
tr.Log($"ApplicantId {jointGuarantorApplicant.ApplicantId} is ApplicantTypeId {jointGuarantorApplicant.ApplicantTypeId}");
if (!jointGuarantorApplicant.IsOrganization)
{
// Add the person applicant to CCM
var addPersonResult = _ccm.AddPerson(_soapStrategy, jointGuarantorApplicant);
result.AppendResult(addPersonResult);
tr.Log($"AddPerson result for ApplicantId {jointGuarantorApplicant.ApplicantId} => {addPersonResult.Result}");
}
else
{
// Guarantors cannot be organizations
if (jointGuarantorApplicant.ApplicantTypeId != (int)Akcelerant.Lending.Lookups.Constants.Values.ApplicantType.Guarantor)
{
var jointApplicant = jointGuarantorApplicant;
// Add the organization applicant to CCM
var addOrganizationResult = _ccm.AddOrganization(_soapStrategy, jointApplicant);
result.AppendResult(addOrganizationResult);
tr.Log($"AddOrganization result for ApplicantId {jointApplicant.ApplicantId} => {addOrganizationResult.Result}");
}
}
}
}
else
{
/*
* No joint or guarantor applicants in application
*/
tr.Log("There are no joint or guarantor applicants in the application");
}
// Authorized users
if (_app.AuthorizedUsers?.Any() == true)
{
tr.Log($"Number of authorized users in ApplicationId {_app.ApplicationId} => {_app.AuthorizedUsers.Count}");
foreach (var authorizedUser in _app.AuthorizedUsers)
{
/*********************
* Call AddPerson passing this authorized user.
*/
tr.Log($"Adding AuthorizedUserId {authorizedUser.AuthorizedUserId} as a person in CCM");
// Add the authorized user to CCM
var addAuthorizedUserResult = _ccm.AddAuthorizedUser(_soapStrategy, authorizedUser);
result.AppendResult(addAuthorizedUserResult);
tr.Log($"AddAuthorizedUser result for AuthorizedUserId {authorizedUser.AuthorizedUserId} => {addAuthorizedUserResult.Result}");
}
}
else
{
/*
* No authorized users in application
*/
tr.Log("There are no authorized users in the application");
}
/*********************
* Update Account to modify the credit limit of primary applicant.
*/
tr.Log($"Calling UpdateAccount for ApplicantId {primaryApplicant.ApplicantId}");
// Make service call to Update Account to update the credit limit of the primary applicant
var updateAccountResult = _ccm.UpdateAccount(_soapStrategy, primaryApplicant);
result.AppendResult(updateAccountResult);
tr.Log($"UpdateAccount result for ApplicantId {primaryApplicant.ApplicantId} => {updateAccountResult.Result}");
if (!updateAccountResult.Result)
{
_app.StatusId = (int)Akcelerant.Lending.Lookups.Constants.Values.ApplicationStatus.DisbursementError;
}
/*********************
* Make inquiry call on each joint or guarantor applicant to determine if that joint or guarantor should be added to
* account party relationship, and if that joint needs a credit card.
*/
foreach (var jointGuarantorApplicant in jointGuarantorApplicants)
{
string errorMessage = string.Empty;
// These are the partyIds that are related to jointGuarantorApplicant
IList <RelationshipInfo> relationshipInfos = null;
var inquiryResult = _ccm.MakeInquiry(_restStrategy, jointGuarantorApplicant.PersonNumber, out errorMessage, out relationshipInfos);
result.AppendResult(inquiryResult);
tr.Log($"Inquiry result for ApplicantId {jointGuarantorApplicant.ApplicantId} => {inquiryResult.Result}");
tr.Log($"Inquiry errorMessage = {errorMessage}");
tr.Log($"Inquiry relationshipInfos.Count = {relationshipInfos?.Count}");
if (errorMessage.Equals("Relationship not found", StringComparison.InvariantCulture))
{
/*********************
* Applicant was not found in CCM, so call AddAccountPartyRelationship on this joint or guarantor applicant.
* Add joint or guarantor to the credit card account if there is NOT an accountNumber in the relationshipInfos of Inquiry response
* that equals Application > Credit Card Number.
*/
tr.Log($"Creating an Account Party Relationship for ApplicantId {jointGuarantorApplicant.ApplicantId} in CCM");
var addAccountPartyRelationshipResult = _ccm.AddAccountPartyRelationship(_soapStrategy, jointGuarantorApplicant);
result.AppendResult(addAccountPartyRelationshipResult);
tr.Log($"AddAccountPartyRelationship result for ApplicantId {jointGuarantorApplicant.ApplicantId} => {addAccountPartyRelationshipResult.Result}");
/*********************
* Add Card for the non-organization joint applicant that was successfully added to the CCM account.
*/
var isNonOrgJointApplicant =
!jointGuarantorApplicant.IsOrganization &&
jointGuarantorApplicant.ApplicantTypeId.GetValueOrDefault() == (int)Akcelerant.Lending.Lookups.Constants.Values.ApplicantType.Joint;
if (addAccountPartyRelationshipResult.Result && isNonOrgJointApplicant)
{
var jointApplicant = jointGuarantorApplicant;
tr.Log($"Adding a card for ApplicantId {jointApplicant.ApplicantId} in CCM");
var addCardResult = _ccm.AddCard(_soapStrategy, jointApplicant);
result.AppendResult(addCardResult);
tr.Log($"AddCard result for ApplicantId {jointApplicant.ApplicationId} => {addCardResult.Result}");
}
else
{
tr.Log($"No card will be created for ApplicantId {jointGuarantorApplicant.ApplicantId} since it was NOT sucessfully added to account party relationship or is a guarantor applicant");
}
}
else
{
/*
* Person/Organization already exists in CCM
*/
tr.Log($"ApplicantId {jointGuarantorApplicant.ApplicantId} already exists in CCM");
}
}
/*********************
* Make inquiry call on each authorized user to determine if that authorized user needs a credit card.
*/
foreach (var authorizedUser in _app.AuthorizedUsers)
{
string errorMessage = string.Empty;
// These are the partyIds that are related to authorizedUser
IList <RelationshipInfo> relationshipInfos = null;
var inquiryResult = _ccm.MakeInquiry(_restStrategy, authorizedUser.PersonNumber, out errorMessage, out relationshipInfos);
result.AppendResult(inquiryResult);
tr.Log($"Inquiry result for AuthorizedUserId {authorizedUser.AuthorizedUserId} => {inquiryResult.Result}");
tr.Log($"Inquiry errorMessage = {errorMessage}");
tr.Log($"Inquiry relationshipInfos.Count = {relationshipInfos?.Count}");
if (errorMessage.Equals("Relationship not found", StringComparison.InvariantCulture))
{
/*********************
* Add authorized user to the credit card account if there is NOT an accountNumber in the relationshipInfos of Inquiry response
* that equals Application > Credit Card Number.
*/
tr.Log($"Adding a card for AuthorizedUserId {authorizedUser.AuthorizedUserId} in CCM");
var addCardResult = _ccm.AddCard(_soapStrategy, authorizedUser);
result.AppendResult(addCardResult);
tr.Log($"AddCard result for AuthorizedUserId = {authorizedUser.AuthorizedUserId} => {addCardResult.Result}");
}
else
{
/*
* Authorized user already exists in CCM
*/
tr.Log($"AuthorizedUserId {authorizedUser.AuthorizedUserId} already exists in CCM");
}
}
}
return(result);
}
/// <summary>
/// Process for disbursing an application that is not an Add-On.
/// </summary>
/// <param name="primaryJointGuarantorApplicants"></param>
/// <returns></returns>
public BaseResult DisburseNonAddOn(IEnumerable <Applicant> primaryJointGuarantorApplicants)
{
var result = new BaseResult();
using (var tr = new Tracer("LMS.Connector.CCM.CCMOrigination.DisburseNonAddOn"))
{
// Primary, joint, or guarantor applicants
if (primaryJointGuarantorApplicants?.Any() == true)
{
tr.Log($"Number of primary, joint, or guarantor applicants in ApplicationId {_app.ApplicationId} => {primaryJointGuarantorApplicants.Count()}");
foreach (var primaryJointGuarantorApplicant in primaryJointGuarantorApplicants)
{
/*********************
* Call AddPerson/AddOrganization on this person or organization, respectively.
*/
tr.Log($"Adding ApplicantId {primaryJointGuarantorApplicant.ApplicantId} as a person or organization in CCM");
tr.Log($"ApplicantId {primaryJointGuarantorApplicant.ApplicantId} is ApplicantTypeId {primaryJointGuarantorApplicant.ApplicantTypeId}");
if (!primaryJointGuarantorApplicant.IsOrganization)
{
// Add the person applicant to CCM
var addPersonResult = _ccm.AddPerson(_soapStrategy, primaryJointGuarantorApplicant);
result.AppendResult(addPersonResult);
tr.Log($"AddPerson result for ApplicantId {primaryJointGuarantorApplicant.ApplicantId} => {addPersonResult.Result}");
if (addPersonResult.Result)
{
// Add this applicant to list of applicants that will need a card created
_applicantsAddedToCCM.Add(primaryJointGuarantorApplicant);
}
}
else
{
// Guarantors cannot be organizations
if (primaryJointGuarantorApplicant.ApplicantTypeId != (int)Akcelerant.Lending.Lookups.Constants.Values.ApplicantType.Guarantor)
{
var primaryJointApplicant = primaryJointGuarantorApplicant;
// Add the organization applicant to CCM
var addOrganizationResult = _ccm.AddOrganization(_soapStrategy, primaryJointApplicant);
result.AppendResult(addOrganizationResult);
tr.Log($"AddOrganization result for ApplicantId {primaryJointApplicant.ApplicantId} => {addOrganizationResult.Result}");
}
}
if (!result.Result)
{
// Return to calling service if failure to AddPerson/AddOrganization on primary applicant
if (primaryJointGuarantorApplicant.ApplicantTypeId.GetValueOrDefault() == (int)Akcelerant.Lending.Lookups.Constants.Values.ApplicantType.Primary)
{
_app.StatusId = (int)Akcelerant.Lending.Lookups.Constants.Values.ApplicationStatus.DisbursementError;
return(result);
}
}
}
tr.Log($"_applicantsAddedToCCM.Count = {_applicantsAddedToCCM.Count}");
if (_app.AuthorizedUsers?.Count > 0)
{
tr.Log($"Number of authorized users in ApplicationId {_app.ApplicationId} => {_app.AuthorizedUsers.Count}");
foreach (var authorizedUser in _app.AuthorizedUsers)
{
/*********************
* Call AddPerson on this authorized user.
*/
tr.Log($"Adding AuthorizedUserId {authorizedUser.AuthorizedUserId} as a person in CCM");
// Add the authorized user to CCM
var addAuthorizedUserResult = _ccm.AddAuthorizedUser(_soapStrategy, authorizedUser);
result.AppendResult(addAuthorizedUserResult);
tr.Log($"AddAuthorizedUser result for AuthorizedUserId {authorizedUser.AuthorizedUserId} => {addAuthorizedUserResult.Result}");
if (addAuthorizedUserResult.Result)
{
// Add this authorized user to the list of authorized users who will need a card created
_authorizedUsersAddedToCCM.Add(authorizedUser);
}
}
}
tr.Log($"_authorizedUsersAddedToCCM.Count = {_authorizedUsersAddedToCCM.Count}");
/*********************
* Add Account to create a new credit card account from an application that has a primary applicant.
*/
var primaryApplicant = primaryJointGuarantorApplicants.SingleOrDefault(
a => a.ApplicantTypeId.GetValueOrDefault() == (int)Akcelerant.Lending.Lookups.Constants.Values.ApplicantType.Primary
);
if (primaryApplicant != null)
{
tr.Log($"Creating an account for ApplicantId {primaryApplicant.ApplicantId} in CCM");
var addAccountResult = _ccm.AddAccount(_soapStrategy, primaryApplicant);
result.AppendResult(addAccountResult);
tr.Log($"AddAccount result for ApplicantId {primaryApplicant.ApplicationId} = {addAccountResult.Result}");
if (!addAccountResult.Result)
{
// Return to calling service if failure to AddAccount
_app.StatusId = (int)Akcelerant.Lending.Lookups.Constants.Values.ApplicationStatus.DisbursementError;
return(result);
}
}
else
{
/*
* No primary applicant in the application
*/
tr.Log("No primary applicant in the application");
// Return to calling service if failure to AddAccount
_app.StatusId = (int)Akcelerant.Lending.Lookups.Constants.Values.ApplicationStatus.DisbursementError;
return(result);
}
/*********************
* Add Account Party Relationship for all joint and guarantor applicants.
*/
var jointGuarantorApplicants = _app.Applicants.Where(
a => a.ApplicantTypeId.GetValueOrDefault() == (int)Akcelerant.Lending.Lookups.Constants.Values.ApplicantType.Joint ||
a.ApplicantTypeId.GetValueOrDefault() == (int)Akcelerant.Lending.Lookups.Constants.Values.ApplicantType.Guarantor
);
if (jointGuarantorApplicants?.Any() == true)
{
foreach (var jointGuarantorApplicant in jointGuarantorApplicants)
{
tr.Log($"Creating an Account Party Relationship for ApplicantId {jointGuarantorApplicant.ApplicantId} in CCM");
// Add joint or guarantor to the account
var addAccountPartyRelationshipResult = _ccm.AddAccountPartyRelationship(_soapStrategy, jointGuarantorApplicant);
result.AppendResult(addAccountPartyRelationshipResult);
tr.Log($"AddAccountPartyRelationship result for ApplicantId {jointGuarantorApplicant.ApplicationId} => {addAccountPartyRelationshipResult.Result}");
}
}
else
{
/*
* No joint or gurantor applicants in application
*/
tr.Log("There are no joint or gurantor applicants in the application");
}
/*********************
* Add Card for each non-organization primary or joint applicant that was successfully added to the credit card account (CCM account).
*/
if (_applicantsAddedToCCM.Count > 0)
{
tr.Log($"applicantsAddedToCCM.Count = {_applicantsAddedToCCM.Count}");
var nonOrgPrimaryOrJointApplicants = _applicantsAddedToCCM.Where(
a => !a.IsOrganization &&
(
a.ApplicantTypeId.GetValueOrDefault() == (int)Akcelerant.Lending.Lookups.Constants.Values.ApplicantType.Primary ||
a.ApplicantTypeId.GetValueOrDefault() == (int)Akcelerant.Lending.Lookups.Constants.Values.ApplicantType.Joint
)
);
if (nonOrgPrimaryOrJointApplicants?.Any() == true)
{
foreach (var nonOrgPrimaryOrJointApplicant in nonOrgPrimaryOrJointApplicants)
{
/*********************
* Add Card for the non-organization applicant.
*/
tr.Log($"Adding a card for ApplicantId {nonOrgPrimaryOrJointApplicant.ApplicantId} in CCM");
var addCardResult = _ccm.AddCard(_soapStrategy, nonOrgPrimaryOrJointApplicant);
result.AppendResult(addCardResult);
tr.Log($"AddCard result for ApplicantId {nonOrgPrimaryOrJointApplicant.ApplicationId} => {addCardResult.Result}");
}
}
else
{
tr.Log($"No cards will be created since there were no non-organization primary or joint applicants sucessfully added to CCM account");
}
}
else
{
tr.Log("No calls to AddCard for applicants since there were no applicants that were successfully added to CCM account");
}
/*********************
* Add Card for each authorized user that was successfully added to the credit card account (CCM account).
*/
if (_authorizedUsersAddedToCCM.Count > 0)
{
tr.Log($"authorizedUsersAddedToCCM.Count = {_authorizedUsersAddedToCCM.Count}");
foreach (var authorizedUser in _authorizedUsersAddedToCCM)
{
/*********************
* Add Card for the authorized user.
*/
tr.Log($"Adding a card for AuthorizedUserId {authorizedUser.AuthorizedUserId} in CCM");
var addCardResult = _ccm.AddCard(_soapStrategy, authorizedUser);
result.AppendResult(addCardResult);
tr.Log($"AddCard result for AuthorizedUserId {authorizedUser.AuthorizedUserId} => {addCardResult.Result}");
}
}
else
{
tr.Log("No calls to AddCard for authorized users since there were no authorized users that were successfully added to CCM account");
}
}
else
{
/*
* No primary, joint, or guarantor applicants in the application
*/
result.Result = false;
result.AddError("There are no primary, joint, or guarantor applicants in the application");
tr.Log("There are no primary, joint, or guarantor applicants in the application");
}
}
return(result);
}
/// <summary>
/// Checks for required fields prior to sending the request to the CCM service.
/// </summary>
/// <returns></returns>
public BaseResult DisbursementValidation()
{
var result = new BaseResult();
using (var tr = new Tracer("LMS.Connector.CCM.Validation.CCMValidation.DisbursementValidation"))
{
tr.Log("Calling ValidateInquiry");
var validateInquiryResult = _validationManager.ValidateInquiry();
result.AppendResult(validateInquiryResult);
tr.Log($"ValidateInquiry result: {result.Result}");
tr.Log($"_app.IsAddon = {_app.IsAddon}");
if (!_app.IsAddon)
{
tr.Log("Calling ValidateAddPerson");
var validateAddPersonResult = _validationManager.ValidateAddPerson();
result.AppendResult(validateAddPersonResult);
tr.Log($"ValidateAddPerson result: {validateAddPersonResult.Result}");
tr.Log("Calling ValidateAddOrganization");
var validateAddOrganizationResult = _validationManager.ValidateAddOrganization();
result.AppendResult(validateAddOrganizationResult);
tr.Log($"ValidateAddOrganization result: {validateAddOrganizationResult.Result}");
tr.Log("Calling ValidateAddAccount");
var validateAddAccountResult = _validationManager.ValidateAddAccount();
result.AppendResult(validateAddAccountResult);
tr.Log($"ValidateAddAccount result: {validateAddAccountResult.Result}");
tr.Log("Calling ValidateAddAccountPartyRelationship");
var validateAddAccountPartyRelationship = _validationManager.ValidateAddAccountPartyRelationship();
result.AppendResult(validateAddAccountPartyRelationship);
tr.Log($"ValidateAddAccountPartyRelationship result: {validateAddAccountPartyRelationship.Result}");
tr.Log("Calling ValidateAddCard");
var validateAddCardResult = _validationManager.ValidateAddCard();
result.AppendResult(validateAddCardResult);
tr.Log($"ValidateAddCard result: {validateAddCardResult.Result}");
}
else
{
tr.Log("Calling ValidateAddPerson");
var validateAddPersonResult = _validationManager.ValidateAddPerson();
result.AppendResult(validateAddPersonResult);
tr.Log($"ValidateAddPerson result: {validateAddPersonResult.Result}");
tr.Log("Calling ValidateAddOrganization");
var validateAddOrganizationResult = _validationManager.ValidateAddOrganization();
result.AppendResult(validateAddOrganizationResult);
tr.Log($"ValidateAddOrganization result: {validateAddOrganizationResult.Result}");
tr.Log("Calling ValidateUpdateAccount");
var validateUpdateAccountResult = _validationManager.ValidateUpdateAccount();
result.AppendResult(validateUpdateAccountResult);
tr.Log($"ValidateUpdateAccount result: {validateUpdateAccountResult.Result}");
tr.Log("Calling ValidateAddAccountPartyRelationship");
var validateAddAccountPartyRelationshipResult = _validationManager.ValidateAddAccountPartyRelationship();
result.AppendResult(validateAddAccountPartyRelationshipResult);
tr.Log($"ValidateAddAccountPartyRelationship result: {validateAddAccountPartyRelationshipResult.Result}");
tr.Log("Calling ValidateAddCard");
var validateAddCardResult = _validationManager.ValidateAddCard();
result.AppendResult(validateAddCardResult);
tr.Log($"ValidateAddCard result: {validateAddCardResult.Result}");
}
}
return(result);
}
public BaseResult ValidateAddPerson()
{
var result = new BaseResult();
try
{
if (_app.ApplicationId > 0)
{
if (string.IsNullOrWhiteSpace(_app.ApplicationId.ToString()))
result.AddError("The Application > Application Id is required");
var persons = _app.Applicants.Where(a => !a.IsOrganization);
if (persons?.Any() == true)
{
foreach (var applicant in persons)
{
// Applicant
if (string.IsNullOrWhiteSpace(applicant.PersonNumber))
result.AddError("The Application > Applicants > Person Number is required");
if (string.IsNullOrWhiteSpace(applicant.LastName))
result.AddError("The Application > Applicants > Last Name is required");
if (string.IsNullOrWhiteSpace(applicant.FirstName))
result.AddError("The Application > Applicants > First Name is required");
var currentAddress = applicant.Addresses.FirstOrDefault(
a => a.AddressTypeId == _lmsRepository.GetLookupIdByTypeAndCode(LookupTypes.AddressType, LookupCodes.AddressType.Current)
);
if (currentAddress != null)
{
if (string.IsNullOrWhiteSpace(currentAddress.Address1))
result.AddError("The Application > Applicants > Addresses > Address 1 is required");
if (string.IsNullOrWhiteSpace(currentAddress.City))
result.AddError("The Application > Applicants > Addresses > City is required");
if (!currentAddress.StateId.HasValue)
result.AddError("The Application > Applicants > Addresses > State is required");
if (string.IsNullOrWhiteSpace(currentAddress.PostalCode))
result.AddError("The Application > Applicants > Addresses > Postal Code is required");
}
var phoneMobile = applicant.Phones.FirstOrDefault(
p => p.PhoneTypeId == _lmsRepository.GetLookupIdByTypeAndCode(LookupTypes.PhoneType, LookupCodes.PhoneType.Mobile)
);
var phoneHome = applicant.Phones.FirstOrDefault(
p => p.PhoneTypeId == _lmsRepository.GetLookupIdByTypeAndCode(LookupTypes.PhoneType, LookupCodes.PhoneType.Home)
);
if (phoneMobile != null)
{
var cityAreaCodeHV = phoneMobile.HostValues.Where(
hv => hv.Field1.Equals("AddPerson.Message.DataUpdate.Person.PrimaryPhone.CityAreaCode", StringComparison.InvariantCulture)
);
var localPhoneNumberHV = phoneMobile.HostValues.Where(
hv => hv.Field1.Equals("AddPerson.Message.DataUpdate.Person.PrimaryPhone.LocalPhoneNumber", StringComparison.InvariantCulture)
);
if (cityAreaCodeHV?.Any() == true)
{
if (!string.IsNullOrWhiteSpace(cityAreaCodeHV?.SingleOrDefault().Value) && string.IsNullOrWhiteSpace(phoneMobile.PhoneNumber))
{
result.AddError("The Application > Applicants > Phones > Phone Number is required");
}
}
else if (localPhoneNumberHV?.Any() == true)
{
if (!string.IsNullOrWhiteSpace(localPhoneNumberHV?.SingleOrDefault().Value) && string.IsNullOrWhiteSpace(phoneMobile.PhoneNumber))
{
result.AddError("The Application > Applicants > Phones > Phone Number is required");
}
}
}
else if (phoneHome != null && phoneMobile == null)
{
var cityAreaCodeHV = phoneHome.HostValues.Where(
hv => hv.Field1.Equals("AddPerson.Message.DataUpdate.Person.PrimaryPhone.CityAreaCode", StringComparison.InvariantCulture)
);
var localPhoneNumberHV = phoneHome.HostValues.Where(
hv => hv.Field1.Equals("AddPerson.Message.DataUpdate.Person.PrimaryPhone.LocalPhoneNumber", StringComparison.InvariantCulture)
);
if (cityAreaCodeHV?.Any() == true)
{
if (!string.IsNullOrWhiteSpace(cityAreaCodeHV?.SingleOrDefault().Value) && string.IsNullOrWhiteSpace(phoneHome.PhoneNumber))
{
result.AddError("The Application > Applicants > Phones > Phone Number is required");
}
}
else if (localPhoneNumberHV?.Any() == true)
{
if (!string.IsNullOrWhiteSpace(localPhoneNumberHV?.SingleOrDefault().Value) && string.IsNullOrWhiteSpace(phoneHome.PhoneNumber))
{
result.AddError("The Application > Applicants > Phones > Phone Number is required");
}
}
}
if (!result.Result)
{
_baseResult.AppendResult(result);
return result;
}
}
}
foreach (var authUser in _app.AuthorizedUsers)
{
// Authorized User
if (string.IsNullOrWhiteSpace(authUser.PersonNumber))
result.AddError("The Application > Authorized User > Person Number is required");
if (string.IsNullOrWhiteSpace(authUser.LastName))
result.AddError("The Application > Authorized User > Last Name is required");
if (string.IsNullOrWhiteSpace(authUser.FirstName))
result.AddError("The Application > Authorized User > First Name is required");
var currentAddress = authUser.Addresses.FirstOrDefault(
a => a.AddressTypeId == _lmsRepository.GetLookupIdByTypeAndCode(LookupTypes.AddressType, LookupCodes.AddressType.Current)
);
if (currentAddress != null)
{
if (string.IsNullOrWhiteSpace(currentAddress.Address1))
result.AddError("The Application > Authorized Users > Addresses > Address 1 is required");
if (string.IsNullOrWhiteSpace(currentAddress.City))
result.AddError("The Application > Authorized Users > Addresses > City is required");
if (!currentAddress.StateId.HasValue)
result.AddError("The Application > Authorized Users > Addresses > State is required");
if (string.IsNullOrWhiteSpace(currentAddress.PostalCode))
result.AddError("The Application > Authorized Users > Addresses > Postal Code is required");
}
var phoneMobile = authUser.Phones.FirstOrDefault(
p => p.PhoneTypeId == _lmsRepository.GetLookupIdByTypeAndCode(LookupTypes.PhoneType, LookupCodes.PhoneType.Mobile)
);
var phoneHome = authUser.Phones.FirstOrDefault(
p => p.PhoneTypeId == _lmsRepository.GetLookupIdByTypeAndCode(LookupTypes.PhoneType, LookupCodes.PhoneType.Home)
);
if (phoneMobile != null)
{
var cityAreaCodeHV = phoneMobile.HostValues.Where(
hv => hv.Field1.Equals("AddPerson.Message.DataUpdate.Person.PrimaryPhone.CityAreaCode", StringComparison.InvariantCulture)
);
var localPhoneNumberHV = phoneMobile.HostValues.Where(
hv => hv.Field1.Equals("AddPerson.Message.DataUpdate.Person.PrimaryPhone.LocalPhoneNumber", StringComparison.InvariantCulture)
);
if (cityAreaCodeHV?.Any() == true)
{
if (!string.IsNullOrWhiteSpace(cityAreaCodeHV?.SingleOrDefault().Value) && string.IsNullOrWhiteSpace(phoneMobile.PhoneNumber))
{
result.AddError("The Application > Applicants > Phones > Phone Number is required");
}
}
else if (localPhoneNumberHV?.Any() == true)
{
if (!string.IsNullOrWhiteSpace(localPhoneNumberHV?.SingleOrDefault().Value) && string.IsNullOrWhiteSpace(phoneMobile.PhoneNumber))
{
result.AddError("The Application > Applicants > Phones > Phone Number is required");
}
}
}
else if (phoneHome != null && phoneMobile == null)
{
var cityAreaCodeHV = phoneHome.HostValues.Where(
hv => hv.Field1.Equals("AddPerson.Message.DataUpdate.Person.PrimaryPhone.CityAreaCode", StringComparison.InvariantCulture)
);
var localPhoneNumberHV = phoneHome.HostValues.Where(
hv => hv.Field1.Equals("AddPerson.Message.DataUpdate.Person.PrimaryPhone.LocalPhoneNumber", StringComparison.InvariantCulture)
);
if (cityAreaCodeHV?.Any() == true)
{
if (!string.IsNullOrWhiteSpace(cityAreaCodeHV?.SingleOrDefault().Value) && string.IsNullOrWhiteSpace(phoneHome.PhoneNumber))
{
result.AddError("The Application > Applicants > Phones > Phone Number is required");
}
}
else if (localPhoneNumberHV?.Any() == true)
{
if (!string.IsNullOrWhiteSpace(localPhoneNumberHV?.SingleOrDefault().Value) && string.IsNullOrWhiteSpace(phoneHome.PhoneNumber))
{
result.AddError("The Application > Applicants > Phones > Phone Number is required");
}
}
}
if (!result.Result)
{
_baseResult.AppendResult(result);
return result;
}
}
}
else
{
result.AddError("The Application > Application Id is required");
}
}
catch (ArgumentNullException ane)
{
result.AddError($"Source or predicate is null: {ane.ParamName}");
Utility.LogError(ane, "LMS.Connector.CCM.Validation.ValidationManager.ValidateAddPerson");
}
catch (InvalidOperationException ioe)
{
result.AddError($"The source sequence is empty or more than one element satisfies the condition in predicate: {ioe.Source}");
Utility.LogError(ioe, "LMS.Connector.CCM.Validation.ValidationManager.ValidateAddPerson");
}
catch (Exception ex)
{
result.AddError("Exception caught in LMS.Connector.CCM.Validation.ValidationManager.ValidateAddPerson. See error log for more details.");
Utility.LogError(ex, "LMS.Connector.CCM.Validation.ValidationManager.ValidateAddPerson");
}
_baseResult.AppendResult(result);
return result;
}
