protected void CreateTransactions(LocalPluginContext context)
{
try
{
Entity claimTransation = context.PluginExecutionContext.InputParameters["Target"] as Entity;
var claim = claimTransation.GetAttributeValue <EntityReference>("new_claim");
ClaimAttributes attributes = new ClaimAttributes(context.OrganizationService.Retrieve(claim), context.OrganizationService, context.TracingService);
var claimTransactionType = claimTransation.GetAttributeValue <OptionSetValue>("new_claimtransactiontype"); //attributes.ClaimTransactionType;
var claimTransactionTypeLabel = context.OrganizationService.GetOptionSetValueLabel("new_claimtransaction", "new_claimtransactiontype", claimTransactionType.Value);
int transactionType = -1;
if (claimTransactionTypeLabel == "Reserve Up" || claimTransactionTypeLabel == "Reserve Down")
{
transactionType = context.OrganizationService.GetOptionsSetValueForLabel("new_transaction", "new_type", "Reserve Change");
}
else if (claimTransactionTypeLabel == "Recovery Up" || claimTransactionTypeLabel == "Recovery Down" || claimTransactionTypeLabel == "Partial Recovery" || claimTransactionTypeLabel == "Full Recovery")
{
transactionType = context.OrganizationService.GetOptionsSetValueForLabel("new_transaction", "new_type", "Claim Recovery");
}
else if (claimTransactionTypeLabel == "Partial Payment" || claimTransactionTypeLabel == "Final Payment")
{
transactionType = context.OrganizationService.GetOptionsSetValueForLabel("new_transaction", "new_type", "Claim Payment");
}
else if (claimTransactionTypeLabel == "New Claim")
{
transactionType = context.OrganizationService.GetOptionsSetValueForLabel("new_transaction", "new_type", "Open Claim");
}
else if (claimTransactionTypeLabel == "Reopen Claim")
{
transactionType = context.OrganizationService.GetOptionsSetValueForLabel("new_transaction", "new_type", "Reopened Claim");
}
Entity transaction = new Entity("new_transaction");
transaction["new_claim"] = claim;
transaction["new_claimfolder"] = attributes.ClaimFolder;
transaction["new_policy"] = attributes.Policy;
transaction["new_policyid"] = attributes.PolicyVersion;
transaction["transactioncurrencyid"] = attributes.Currency;
if (transactionType != -1)
{
transaction["new_type"] = new OptionSetValue(transactionType);
}
transaction["new_policyholdercontact"] = attributes.PolicyDetails.PolicyHolderContact;
transaction["new_policyholdercompany"] = attributes.PolicyDetails.PolicyHolderCompany;
transaction["new_broker"] = attributes.PolicyDetails.Broker;
//transaction[""]
context.OrganizationService.Create(transaction);
}
catch (Exception ex)
{
throw new Exception(ex.Message);
}
}
/// <summary>
/// Creates the claim.
/// </summary>
/// <param name="context">The context.</param>
/// <exception cref="Exception">
/// Loss date cannot be after the notification date
/// or
/// Please select a Policy
/// or
/// Please select a loss type
/// or
/// No Basic cover found for the selected loss type
/// or
/// No cover found for the policy
/// or
/// No Policy version found
/// or
/// </exception>
/// <exception cref="InvalidPluginExecutionException"></exception>
protected void CreateClaim(LocalPluginContext context)
{
try
{
Entity claim = context.PluginExecutionContext.InputParameters["Target"] as Entity;
Entity claimFolder = null;
Guid claimFolderId = Guid.Empty;
Entity insuredRisk = null;
var claimAttributes = new ClaimAttributes(claim, context.OrganizationService, context.TracingService);
//var notificationDate = claim.GetAttributeValue<DateTime>("new_notificationdate");
//var lossDateField = claim.GetAttributeValue<DateTime>("new_dateofloss");
if (claimAttributes.LossDate > claimAttributes.NotificationDate)
{
throw new Exception("Loss date cannot be after the notification date");
}
if (claimAttributes.NotificationDate > DateTime.Now)
{
throw new Exception("Notification date cannot be later than today");
}
if (!claim.Contains("new_policyid"))
{
throw new Exception("Please select a Policy");
}
Entity policyFolder = context.OrganizationService.Retrieve("new_policyfolder", claim.GetAttributeValue <EntityReference>("new_policyid").Id, new ColumnSet(true));
if (claim.Contains("new_insuredrisk"))
{
insuredRisk = context.OrganizationService.Retrieve(claim.GetAttributeValue <EntityReference>("new_insuredrisk"));
}
else
{
var retrievedinsuredRisk = context.OrganizationService.RetrieveInsuredRiskForClaim("new_insuredrisk", claimAttributes.Policy.Id); //claim.GetAttributeValue<EntityReference>("new_policyid").Id);
if (retrievedinsuredRisk.Count() == 0)
{
throw new Exception("Could not find Insured risk");
}
if (retrievedinsuredRisk.Count() > 1)
{
throw new Exception("Multiple Insured Risks found, please supply the correct one");
}
insuredRisk = retrievedinsuredRisk.FirstOrDefault();
}
Guid riskClassId = Guid.Empty;
if (insuredRisk.Contains("new_riskclassid"))
{
riskClassId = insuredRisk.GetAttributeValue <EntityReference>("new_riskclassid").Id;
}
else
{
throw new Exception("Insured risk does not contain Risk Class. Please check Insured Risk");
}
Guid productId = policyFolder.GetAttributeValue <EntityReference>("new_product").Id;
//if (!claim.Contains("new_peril1"))
// throw new Exception("Please select a Peril");
var subPeril = claim.GetAttributeValue <EntityReference>("new_subperil");
//Entity lossType = context.OrganizationService.Retrieve("new_losstype", claimAttributes.Peril, new ColumnSet(true));
//var coveredPeril = context.OrganizationService.RetrieveCoveredPeril("new_coveredperil", riskClassId, claimAttributes.SubPeril);
Guid basicCoverId = Guid.Empty;
if (claimAttributes.BasicCover == null)
{
throw new Exception("No Basic cover found for the selected loss type");
}
basicCoverId = claimAttributes.BasicCover.Id;
//if (coveredPeril.Count == 0)
// throw new Exception("No Covered Peril found for the selected Sub Peril");
//if (coveredPeril.FirstOrDefault().Contains("new_basiccover"))
// basicCoverId = coveredPeril.FirstOrDefault().GetAttributeValue<EntityReference>("new_basiccover").Id;
//else
// throw new Exception("No Basic cover found for the selected loss type");
var riskSubClassId = insuredRisk.GetAttributeValue <EntityReference>("new_secondlevelriskclass").Id;
var riskObject = context.OrganizationService.RetrieveRiskObject(riskClassId, riskSubClassId, productId).FirstOrDefault();
var retrievedCover = context.OrganizationService.RetrieveCover("new_cover", basicCoverId, productId, riskObject.Id);
if (retrievedCover.Count() == 0)
{
throw new Exception("No cover found for the policy");
}
var policyVersion = context.OrganizationService.RetrievePolicyVersion("new_policy", claimAttributes.Policy.Id, claimAttributes.LossDate, retrievedCover.Select(c => c.Id).FirstOrDefault()).FirstOrDefault();
if (policyVersion == null)
{
throw new Exception("No Policy version found");
}
//Guid policyVersionId = policyVersion.FirstOrDefault().Id;
var premiumPaymentMethod = policyVersion.GetAttributeValue <EntityReference>("new_periodicity");
if (insuredRisk.Contains("new_gadget"))
{
claim["new_gadget"] = new EntityReference("new_gadget", insuredRisk.GetAttributeValue <EntityReference>("new_gadget").Id);
}
#region CommentedCode
//var insuredRisk = context.OrganizationService.RetrieveRisk("new_insuredrisk", policyVersion.Select(c => c.Id).FirstOrDefault(), productId);
//if (insuredRisk.Count == 1)
//{
// //if (claim.GetAttributeValue<EntityReference>("new_insuredrisk") == null)
// claim["new_insuredrisk"] = claim //new EntityReference("new_insuredrisk", insuredRisk.Select(c => c.Id).FirstOrDefault());
//}
//else
//{
// //Think of the logic to go here?
//}
#endregion
var insuredCover = context.OrganizationService.RetrieveInsuredCover("new_insuredcover", policyVersion.Id, retrievedCover.FirstOrDefault().Id).FirstOrDefault();
//var insuredCoverId = insuredCover.FirstOrDefault().Id;
if (!claim.Contains("new_policyversion"))
{
claim["new_policyversion"] = policyVersion.ToEntityReference(); //new EntityReference("new_policy", policyVersionId);
}
if (!claim.Contains("new_insuredcover") && insuredCover != null)
{
claim["new_insuredcover"] = insuredCover.ToEntityReference(); //new EntityReference("new_insuredcover", insuredCoverId);
}
claim["new_reserve"] = claimAttributes.InitialReserve;
if (!claim.Contains("new_excessamount"))
{
claim["new_excessamount"] = insuredCover.GetAttributeValue <Money>("new_excessamount");
}
if (premiumPaymentMethod != null)
{
claim["new_premiumpaymentmethod"] = premiumPaymentMethod;
}
if (claim.Contains("new_initialreserve"))
{
claim["new_incurred"] = claimAttributes.InitialReserve;
}
if (!claim.Contains("new_insuredrisk"))
{
claim["new_insuredrisk"] = insuredRisk.ToEntityReference();
}
claim["new_associatedincidents"] = 0;
//Update the claim
context.OrganizationService.Update(claim);
var retrievedClaims = context.OrganizationService.RetrieveClaim("new_claim", policyFolder.Id, claimAttributes.LossDate);
//if (!claim.Contains("new_claimfolder"))
// claimFolder = CreateClaimFolder(context.OrganizationService, retrievedClaims, claim, policyFolder);
//else
//if (claimFolder != null)
// claimFolderId = claimFolder.Id;
//else if (claim.Contains("new_claimfolder"))
// claimFolderId = claimAttributes.ClaimFolder.Id;
if (claimAttributes.ClaimFolder != null)
{
claimFolder = context.OrganizationService.Retrieve(claimAttributes.ClaimFolder);
}
else
{
claimFolder = CreateClaimFolder(context.OrganizationService, retrievedClaims, claim, policyFolder);
}
if (claimFolder != null)
{
CalculateAggregates(context.OrganizationService, claimFolder);
var claimsCount = context.OrganizationService.RetrieveClaimForClaimFolder(claimFolder.Id);
if (claimsCount.Count() > 1)
{
claim["new_associatedincidents"] = claimsCount.Count();
context.OrganizationService.Update(claim);
}
}
}
catch (Exception ex)
{
throw new InvalidPluginExecutionException(ex.Message, new Exception(ex.Message));
}
}
