} // SuspendCustomer
private void EscalateCustomer(NL_Decisions newDecision)
{
this.decisionToApply.Customer.DateEscalated = this.now;
this.decisionToApply.Customer.EscalationReason = this.decisionModel.reason;
if (!SaveDecision <ManuallyEscalate>())
{
return;
}
FireToBackground(
new Escalated(this.decisionModel.customerID),
e => Warning = "Failed to send 'escalated' email: " + e.Message
);
newDecision.DecisionNameID = (int)DecisionActions.Escalate;
AddDecision nlAddDecision = new AddDecision(newDecision, this.decisionToApply.CashRequest.ID, null);
nlAddDecision.Context.CustomerID = this.decisionModel.customerID;
nlAddDecision.Context.UserID = this.decisionModel.underwriterID;
try {
nlAddDecision.Execute();
// ReSharper disable once CatchAllClause
} catch (Exception ex) {
Log.Error("Failed to add NL_decision. Err: {0}", ex.Message);
}
UpdateSalesForceOpportunity(OpportunityStage.s20);
} // EscalateCustomer
public AddDecision(NL_Decisions decision, long? oldCashRequestID, IEnumerable<NL_DecisionRejectReasons> decisionRejectReasons) {
this.decision = decision;
this.oldCashRequestID = oldCashRequestID;
this.decisionRejectReasons = (List<NL_DecisionRejectReasons>)decisionRejectReasons;
this.strategyArgs = new object[] { decision, oldCashRequestID, decisionRejectReasons };
}//constructor
} // EscalateCustomer
private bool RejectCustomer(NL_Decisions newDecision)
{
this.decisionToApply.Customer.DateRejected = this.now;
this.decisionToApply.Customer.RejectedReason = this.decisionModel.reason;
this.decisionToApply.Customer.NumRejects = 1 + this.currentState.NumOfPrevRejections;
this.decisionToApply.CashRequest.RejectionReasons.Clear();
List <NL_DecisionRejectReasons> nlRejectReasonsList = new List <NL_DecisionRejectReasons>();
if (this.decisionModel.rejectionReasons != null && this.decisionModel.rejectionReasons.Any())
{
this.decisionToApply.CashRequest.RejectionReasons.AddRange(this.decisionModel.rejectionReasons);
nlRejectReasonsList = this.decisionModel.rejectionReasons.Select(x => new NL_DecisionRejectReasons {
RejectReasonID = x
}).ToList();
}
if (!SaveDecision <ManuallyReject>())
{
return(false);
}
bool bSendToCustomer = !(this.currentState.FilledByBroker && (this.currentState.NumOfPrevApprovals == 0));
if (!this.currentState.EmailSendingBanned)
{
FireToBackground(
new RejectUser(this.decisionModel.customerID, bSendToCustomer),
e => Warning = "Failed to send 'reject user' email: " + e.Message
);
} // if
newDecision.DecisionNameID = (int)DecisionActions.Reject;
AddDecision nlAddDecision = new AddDecision(newDecision, this.decisionToApply.CashRequest.ID, nlRejectReasonsList);
nlAddDecision.Context.CustomerID = this.decisionModel.customerID;
nlAddDecision.Context.UserID = this.decisionModel.underwriterID;
try {
nlAddDecision.Execute();
// ReSharper disable once CatchAllClause
} catch (Exception ex) {
Log.Error("Failed to add NL_decision. Err: {0}", ex.Message);
}
UpdateSalesForceOpportunity(null, model => {
model.CloseDate = this.now;
model.DealCloseType = OpportunityDealCloseReason.Lost.ToString();
model.DealLostReason = this.decisionModel.reason;
});
return(true);
} // RejectCustomer
} // AddCashRequest
public NLLongActionResult AddDecision(int userID, int customerID, NL_Decisions decision, long?oldCashRequest, IEnumerable <NL_DecisionRejectReasons> decisionRejectReasons)
{
AddDecision s = new AddDecision(decision, oldCashRequest, decisionRejectReasons);
s.Context.UserID = userID;
s.Context.CustomerID = customerID;
var amd = ExecuteSync(out s, customerID, userID, decision, oldCashRequest, decisionRejectReasons);
return(new NLLongActionResult {
MetaData = amd,
Value = s.DecisionID,
Error = s.Error
});
} // AddDecision
} // ApproveCustomer
private void PendingInvestor(NL_Decisions newDecision)
{
Log.Info("Investor not found for customer {0} cr {1}, mark as pending investor",
this.decisionToApply.Customer.ID,
this.decisionToApply.CashRequest.ID);
this.decisionToApply.Customer.CreditResult = CreditResultStatus.PendingInvestor.ToString();
this.decisionToApply.CashRequest.UnderwriterDecision = CreditResultStatus.PendingInvestor.ToString();
SaveDecision <ManuallySuspend>();
var notifyRiskPendingInvestorCustomer = new NotifyRiskPendingInvestorOffer(
this.decisionToApply.Customer.ID,
this.currentState.OfferedCreditLine,
this.currentState.OfferValidUntil
);
notifyRiskPendingInvestorCustomer.Execute();
//TODO newDecision PendingInvestor status
}
} // ReturnCustomerToWaitingForDecision
private bool SuspendCustomer(NL_Decisions newDecision)
{
this.decisionToApply.Customer.IsWaitingForSignature = this.decisionModel.signature == 1;
this.decisionToApply.Customer.ManagerApprovedSum = this.currentState.OfferedCreditLine;
if (!SaveDecision <ManuallySuspend>())
{
return(false);
}
newDecision.DecisionNameID = (int)DecisionActions.Pending;
AddDecision nlAddDecision = new AddDecision(newDecision, this.decisionToApply.CashRequest.ID, null);
nlAddDecision.Context.CustomerID = this.decisionModel.customerID;
nlAddDecision.Context.UserID = this.decisionModel.underwriterID;
nlAddDecision.Execute();
UpdateSalesForceOpportunity((this.decisionModel.signature == 1) ? OpportunityStage.s75 : OpportunityStage.s50);
return(true);
} // SuspendCustomer
} // CanChangeDecision
private void ReturnCustomerToWaitingForDecision(NL_Decisions newDecision)
{
if (!SaveDecision <ManuallyUnsuspend>())
{
return;
}
newDecision.DecisionNameID = (int)DecisionActions.Waiting;
AddDecision nlAddDecision = new AddDecision(newDecision, this.decisionToApply.CashRequest.ID, null);
nlAddDecision.Context.CustomerID = this.decisionModel.customerID;
nlAddDecision.Context.UserID = this.decisionModel.underwriterID;
try {
nlAddDecision.Execute();
// ReSharper disable once CatchAllClause
} catch (Exception ex) {
Log.Error("Failed to add NL_decision. Err: {0}", ex.Message);
}
UpdateSalesForceOpportunity(OpportunityStage.s40);
} // ReturnCustomerToWaitingForDecision
/// <exception cref="ArgumentOutOfRangeException">Condition. </exception>
public override void Execute()
{
Log.Debug("Applying manual decision by model: {0}.", this.decisionModel.Stringify());
switch (CanChangeDecision())
{
case ChangeDecisionOption.Available:
Log.Debug("Decision can be applied to model.attemptID = {0}.", this.decisionModel.attemptID);
break;
case ChangeDecisionOption.BlockedByConcurrency:
case ChangeDecisionOption.BlockedNoCashRequest:
case ChangeDecisionOption.BlockedByFinalDecision:
case ChangeDecisionOption.BlockedByMainStrategy:
case ChangeDecisionOption.BlockedByApprovedAmount:
case ChangeDecisionOption.BlockedByMaxLoanAmount:
Log.Info("Decision cannot be applied to model {0}: '{1}'.", this.decisionModel.Stringify(), Error);
return;
case ChangeDecisionOption.BlockedByError:
Log.Alert("Decision cannot be applied to model {0}: '{1}'.", this.decisionModel.Stringify(), Error);
return;
default:
throw new ArgumentOutOfRangeException();
} // switch
this.decisionToApply = new DecisionToApply(
this.decisionModel.underwriterID,
this.decisionModel.customerID,
this.decisionModel.cashRequestID,
this.currentState.CashRequestTimestamp
);
this.decisionToApply.Customer.CreditResult = this.decisionModel.status.ToString();
this.decisionToApply.Customer.UnderwriterName =
this.currentState.UnderwriterID == this.decisionModel.underwriterID
? this.currentState.UnderwriterName
: null;
this.decisionToApply.CashRequest.UnderwriterDecisionDate = this.now;
this.decisionToApply.CashRequest.UnderwriterDecision = this.decisionModel.status.ToString();
this.decisionToApply.CashRequest.UnderwriterComment = this.decisionModel.reason;
var newDecision = new NL_Decisions {
UserID = this.decisionModel.underwriterID,
DecisionTime = this.now,
Notes = this.decisionModel.reason,
};
if (this.decisionModel.status != CreditResultStatus.ApprovedPending)
{
this.decisionToApply.Customer.IsWaitingForSignature = false;
}
SilentAutomation.Callers?silentAutomationCaller = null;
bool notifyAlibaba = false;
switch (this.decisionModel.status)
{
case CreditResultStatus.Approved:
if (ApproveCustomer(newDecision))
{
if (this.currentState.LastWizardStep)
{
silentAutomationCaller = SilentAutomation.Callers.ManuallyApproved;
}
notifyAlibaba = this.currentState.IsAlibaba;
} // if
break;
case CreditResultStatus.Rejected:
if (RejectCustomer(newDecision))
{
silentAutomationCaller = SilentAutomation.Callers.ManuallyRejected;
notifyAlibaba = this.currentState.IsAlibaba;
} // if
break;
case CreditResultStatus.Escalated:
EscalateCustomer(newDecision);
break;
case CreditResultStatus.ApprovedPending:
if (SuspendCustomer(newDecision))
{
silentAutomationCaller = SilentAutomation.Callers.ManuallySuspended;
}
break;
case CreditResultStatus.WaitingForDecision:
ReturnCustomerToWaitingForDecision(newDecision);
break;
} // switch
if (notifyAlibaba)
{
FireToBackground(new DataSharing(this.decisionModel.customerID, AlibabaBusinessType.APPLICATION_REVIEW));
}
if (silentAutomationCaller.HasValue)
{
FireToBackground(
new SilentAutomation(this.decisionModel.customerID)
.SetTag(silentAutomationCaller.Value)
.PreventMainStrategy()
);
} // if
Log.Debug("Done applying manual decision by model: {0}.", this.decisionModel.Stringify());
} // Execute
} // RejectCustomer
private bool ApproveCustomer(NL_Decisions newDecision)
{
LinkOfferToInvestor linkOfferToInvestor = new LinkOfferToInvestor(this.decisionToApply.Customer.ID, this.decisionToApply.CashRequest.ID, this.decisionModel.ForceInvestor, this.decisionModel.InvestorID, this.decisionModel.underwriterID);
linkOfferToInvestor.Execute();
Log.Info("ApproveCustomer Decision {0} for Customer {1} cr {2} OP {3} FoundInvestor {4}",
this.decisionToApply.CashRequest.UnderwriterDecision,
this.decisionToApply.Customer.ID,
this.decisionToApply.CashRequest.ID,
linkOfferToInvestor.IsForOpenPlatform,
linkOfferToInvestor.FoundInvestor);
if (linkOfferToInvestor.IsForOpenPlatform && !linkOfferToInvestor.FoundInvestor)
{
PendingInvestor(newDecision);
return(false);
}
this.decisionToApply.Customer.DateApproved = this.now;
this.decisionToApply.Customer.ApprovedReason = this.decisionModel.reason;
this.decisionToApply.Customer.CreditSum = this.currentState.OfferedCreditLine;
this.decisionToApply.Customer.ManagerApprovedSum = this.currentState.OfferedCreditLine;
this.decisionToApply.Customer.NumApproves = 1 + this.currentState.NumOfPrevApprovals;
this.decisionToApply.Customer.IsLoanTypeSelectionAllowed = this.currentState.IsLoanTypeSelectionAllowed;
this.decisionToApply.CashRequest.ManagerApprovedSum = (int)this.currentState.OfferedCreditLine;
if (!SaveDecision <ManuallyApprove>())
{
return(false);
}
bool bSendBrokerForceResetCustomerPassword =
this.currentState.FilledByBroker &&
(this.currentState.NumOfPrevApprovals == 0);
bool bSendApprovedUser = !this.currentState.EmailSendingBanned;
int validForHours = (int)(this.currentState.OfferValidUntil - this.currentState.OfferStart).TotalHours;
if (bSendBrokerForceResetCustomerPassword && bSendApprovedUser)
{
FireToBackground(
new ApprovedUser(
this.decisionModel.customerID,
this.currentState.OfferedCreditLine,
validForHours,
this.currentState.NumOfPrevApprovals == 0
)
{
SendToCustomer = false,
},
e => Warning = "Failed to force reset customer password and send 'approved user' email: " + e.Message
);
}
else if (bSendApprovedUser)
{
FireToBackground(
new ApprovedUser(
this.decisionModel.customerID,
this.currentState.OfferedCreditLine,
validForHours,
this.currentState.NumOfPrevApprovals == 0
),
e => Warning = "Failed to send 'approved user' email: " + e.Message
);
}
else if (bSendBrokerForceResetCustomerPassword)
{
FireToBackground(new BrokerForceResetCustomerPassword(this.decisionModel.customerID));
}
newDecision.DecisionNameID = (int)DecisionActions.Approve;
AddDecision nlAddDecision = new AddDecision(newDecision, this.decisionToApply.CashRequest.ID, null);
nlAddDecision.Context.CustomerID = this.decisionModel.customerID;
nlAddDecision.Context.UserID = this.decisionModel.underwriterID;
try {
try {
nlAddDecision.Execute();
Log.Debug("nl AddDecision {0}, Error: {1}", nlAddDecision.DecisionID, nlAddDecision.Error);
// ReSharper disable once CatchAllClause
} catch (Exception ex) {
Log.Error("Failed to add NL_decision. Err: {0}", ex.Message);
}
NL_Offers nlOffer = new NL_Offers()
{
DecisionID = nlAddDecision.DecisionID,
CreatedTime = this.currentState.CreationDate,
Amount = this.currentState.OfferedCreditLine,
BrokerSetupFeePercent = this.currentState.BrokerSetupFeePercent,
//IsAmountSelectionAllowed = this.currentState.
SendEmailNotification = !this.currentState.EmailSendingBanned,
StartTime = this.currentState.OfferStart,
EndTime = this.currentState.OfferValidUntil,
IsLoanTypeSelectionAllowed = this.currentState.IsLoanTypeSelectionAllowed == 1,
Notes = this.decisionToApply.CashRequest.UnderwriterComment + " old cr " + this.decisionToApply.CashRequest.ID,
MonthlyInterestRate = this.currentState.InterestRate,
LoanSourceID = this.currentState.LoanSourceID,
DiscountPlanID = this.currentState.DiscountPlanID,
LoanTypeID = this.currentState.LoanTypeID,
RepaymentIntervalTypeID = (int)RepaymentIntervalTypes.Month,
RepaymentCount = this.currentState.RepaymentPeriod, // ApprovedRepaymentPeriod???
IsRepaymentPeriodSelectionAllowed = this.currentState.IsCustomerRepaymentPeriodSelectionAllowed
};
Log.Debug("Adding nl offer: {0}", nlOffer);
NL_OfferFees setupFee = new NL_OfferFees()
{
LoanFeeTypeID = (int)NLFeeTypes.SetupFee,
Percent = this.currentState.ManualSetupFeePercent,
OneTimePartPercent = 1,
DistributedPartPercent = 0
};
if (this.currentState.SpreadSetupFee)
{
setupFee.LoanFeeTypeID = (int)NLFeeTypes.ServicingFee;
setupFee.OneTimePartPercent = 0;
setupFee.DistributedPartPercent = 1;
}
NL_OfferFees[] ofeerFees = { setupFee };
AddOffer sAddOffer = new AddOffer(nlOffer, ofeerFees);
sAddOffer.Context.CustomerID = this.decisionToApply.Customer.ID;
sAddOffer.Context.UserID = this.decisionModel.underwriterID;
try {
sAddOffer.Execute();
Log.Debug("nl offer added: {0}, Error: {1}", sAddOffer.OfferID, sAddOffer.Error);
// ReSharper disable once CatchAllClause
} catch (Exception ex) {
Log.Error("Failed to AddOffer. Err: {0}", ex.Message);
}
// ReSharper disable once CatchAllClause
} catch (Exception nlException) {
Log.Error("Failed to run NL offer/decision Err: {0}", nlException.Message);
}
UpdateSalesForceOpportunity(OpportunityStage.s90, model => {
model.ApprovedAmount = (int)this.currentState.OfferedCreditLine;
model.ExpectedEndDate = this.currentState.OfferValidUntil;
});
return(true);
} // ApproveCustomer
