void Input::redintegrate_ex_post
(int file_version
,std::map<std::string, std::string> const& detritus_map
,std::list<std::string> const& residuary_names
)
{
if(class_version() == file_version)
{
return;
}
if(0 == file_version)
{
// An older version with no distinct 'file_version' didn't
// have 'DefinitionOfMaterialChange', whose default value is
// unacceptable for GPT.
if(contains(residuary_names, "DefinitionOfMaterialChange"))
{
DefinitionOfMaterialChange =
mce_gpt == DefinitionOfLifeInsurance
? mce_adjustment_event
: mce_earlier_of_increase_or_unnecessary_premium
;
}
operator[]("AgentName" ) = full_name
(map_lookup(detritus_map, "AgentFirstName" )
,map_lookup(detritus_map, "AgentMiddleName")
,map_lookup(detritus_map, "AgentLastName" )
);
operator[]("InsuredName") = full_name
(map_lookup(detritus_map, "FirstName" )
,map_lookup(detritus_map, "MiddleName" )
,map_lookup(detritus_map, "LastName" )
);
}
if(file_version < 2)
{
// 'UseCurrentDeclaredRate' was introduced 20071017T1454Z; its
// default value of "Yes" would break backward compatibility.
if(contains(residuary_names, "UseCurrentDeclaredRate"))
{
UseCurrentDeclaredRate = "No";
}
// 'LastCoiReentryDate' was introduced 20071017T1454Z; its
// default value may be inappropriate for files saved earlier.
LastCoiReentryDate = std::min
(LastCoiReentryDate.value()
,add_years(EffectiveDate.value(), InforceYear.value(), true)
);
}
if(1 == file_version)
{
// Solve 'Year' values were saved in solve 'Time' entities,
// apparently in this version only.
//
// However, default values for
// SolveTargetTime
// SolveEndTime
// didn't work correctly with contemporary versions of the
// program. Users had to change them in order to make solves
// work correctly. For saved cases with unchanged defaults,
// limiting the two offending variables to the maturity
// duration produces a result consonant with the palpable
// intention of the quondam defaults.
//
SolveTargetYear = std::min(years_to_maturity(), SolveTargetTime.value());
SolveBeginYear = SolveBeginTime .value() ;
SolveEndYear = std::min(years_to_maturity(), SolveEndTime .value());
SolveTargetTime = issue_age() + SolveTargetYear.value();
SolveBeginTime = issue_age() + SolveBeginYear .value();
SolveEndTime = issue_age() + SolveEndYear .value();
}
if(file_version < 5)
{
InforceAsOfDate = add_years_and_months
(EffectiveDate.value()
,InforceYear .value()
,InforceMonth .value()
,true
);
LastMaterialChangeDate = add_years_and_months
(EffectiveDate.value()
,InforceYear .value() - InforceContractYear .value()
,InforceMonth .value() - InforceContractMonth.value()
,true
);
}
// Defectively, some admin-system extracts lack various elements.
// All deficient extracts happen to lack <AgentPhone>: they don't
// even have an empty <AgentPhone/>; but that field is present in
// every input file ever saved by any version of lmi.
bool const deficient_extract = contains(residuary_names, "AgentPhone");
// One state governs everything except premium tax, which may be
// paid to a different state, e.g. on cases with more than five
// hundred lives with a common (employer) issue state; see:
// http://www.naic.org/documents/frs_summit_presentations_03.pdf
// http://www.naic.org/documents/committees_e_app_blanks_adopted_2007-42BWG_Modified.pdf
// Prior to version 6, a single state was used for all purposes,
// and it was determined as either employee or employer state,
// depending on the value of DB_PremTaxState. The determination is
// complex (what if a case was issued with 498 lives and then
// grew to 502?), and starting with version 6 both states are
// input fields.
//
// 'StateOfJurisdiction' has always been in lmi, but was never
// meaningfully used prior to version 6.
//
// 'FilingApprovalState' and 'PremiumTaxState' were unknown before
// version 6, and would not ordinarily occur in older versions.
// However, certain admin-system extracts that are always marked
// as version 5 were to have been modified to add these two fields
// (yet were not so modified).
if(file_version < 6)
{
bool const b0 = contains(detritus_map, "FilingApprovalState");
bool const b1 = !contains(residuary_names, "PremiumTaxState");
if(b0 || b1)
{
fatal_error() << "Unexpected 'state' fields." << LMI_FLUSH; // deficient_extract
LMI_ASSERT(b0 && b1 && 5 == file_version);
StateOfJurisdiction = map_lookup(detritus_map, "FilingApprovalState");
}
else
{
product_database db
(ProductName .value()
,Gender .value()
,UnderwritingClass .value()
,Smoking .value()
,IssueAge .value()
,GroupUnderwritingType.value()
,mce_s_CT // Dummy initialization.
);
// Deemed state must not depend on itself.
if(db.varies_by_state(DB_PremTaxState))
{
fatal_error()
<< "Database invalid: circular dependency."
<< " State of jurisdiction depends on itself."
<< LMI_FLUSH
;
}
switch(static_cast<int>(db.Query(DB_PremTaxState)))
{
case oe_ee_state:
{
StateOfJurisdiction = State;
PremiumTaxState = State;
}
break;
case oe_er_state:
{
StateOfJurisdiction = CorporationState;
PremiumTaxState = CorporationState;
}
break;
default:
{
fatal_error()
<< "Cannot determine state of jurisdiction."
<< LMI_FLUSH
;
}
break;
}
}
}
// For "deficient" extracts, these required elements are missing.
if(file_version < 6 && !deficient_extract)
{
LMI_ASSERT(contains(residuary_names, "SolveFromWhich"));
LMI_ASSERT(contains(residuary_names, "SolveTgtAtWhich"));
LMI_ASSERT(contains(residuary_names, "SolveToWhich"));
LMI_ASSERT(contains(residuary_names, "UseDOB"));
SolveFromWhich = map_lookup(detritus_map, "DeprecatedSolveFromWhich");
SolveTgtAtWhich = map_lookup(detritus_map, "DeprecatedSolveTgtAtWhich");
SolveToWhich = map_lookup(detritus_map, "DeprecatedSolveToWhich");
UseDOB = map_lookup(detritus_map, "DeprecatedUseDOB");
}
if(file_version < 7)
{
// Version 7 renamed these elements.
LMI_ASSERT(contains(residuary_names, "ContractNumber"));
LMI_ASSERT(contains(residuary_names, "External1035ExchangeTaxBasis"));
LMI_ASSERT(contains(residuary_names, "Inforce7702AAmountsPaidHistory"));
LMI_ASSERT(contains(residuary_names, "InforceCumulativeNoLapsePayments"));
LMI_ASSERT(contains(residuary_names, "Internal1035ExchangeTaxBasis"));
LMI_ASSERT(contains(residuary_names, "MasterContractNumber"));
LMI_ASSERT(contains(residuary_names, "SolveExpenseGeneralAccountBasis"));
ContractNumber = map_lookup(detritus_map, "PolicyNumber");
External1035ExchangeTaxBasis = map_lookup(detritus_map, "External1035ExchangeBasis");
InforceCumulativeNoLapsePayments = map_lookup(detritus_map, "InforceCumulativePayments");
Internal1035ExchangeTaxBasis = map_lookup(detritus_map, "Internal1035ExchangeBasis");
MasterContractNumber = map_lookup(detritus_map, "Franchise");
// Some (but not all) variants of version 0 lacked
// 'PremiumHistory'; all later versions should include it.
if(!contains(detritus_map, "PremiumHistory"))
{
LMI_ASSERT(0 == file_version);
}
else
{
Inforce7702AAmountsPaidHistory = map_lookup(detritus_map, "PremiumHistory");
}
// "Deficient" extracts lack 'SolveBasis'.
if(!deficient_extract)
{
SolveExpenseGeneralAccountBasis = map_lookup(detritus_map, "SolveBasis");
}
}
if(file_version < 7)
{
// Prior to version 7, 'InforceCumulativePayments' was used
// for no-lapse, GPT, and ROP, so set them all equal here
// for backward compatibility. This matters little for new
// business, but is so cheap that it may as well be done
// unconditionally.
InforceCumulativeGptPremiumsPaid = InforceCumulativeNoLapsePayments.value();
InforceCumulativeRopPayments = InforceCumulativeNoLapsePayments.value();
}
if(file_version < 7 && contains(detritus_map, "SpecamtHistory"))
{
// Merge obsolete 'SpecamtHistory' into 'SpecifiedAmount'.
//
// Prior to version 7, 'SpecamtHistory' and 'SpecifiedAmount'
// were distinct. Some version-0 files had the history entity,
// but others did not; if it's not present, then of course it
// cannot be merged.
//
// Function must_overwrite_specamt_with_obsolete_history(),
// called below, requires 'InforceYear' and 'InforceMonth',
// which some "deficient" extracts omit. DoTransmogrify()
// sets those members downstream (at least before any
// illustration is produced), but the "obsolete history"
// function needs them now. This requires version 5, which
// introduced 'InforceAsOfDate'; no "deficient" extract
// should have an earlier version.
//
// set_inforce_durations_from_dates() does the same and more;
// but, because it does more, it can't simply be called here.
if(deficient_extract && EffectiveDate.value() != InforceAsOfDate.value())
{
LMI_ASSERT(4 < file_version);
std::pair<int,int> ym0 = years_and_months_since
(EffectiveDate .value()
,InforceAsOfDate.value()
);
InforceYear = ym0.first;
InforceMonth = ym0.second;
}
// Requiring 'deficient_extract' here wouldn't be right,
// because an extract file that has been modified and saved
// is no longer detectably "deficient".
//
// This idiom for distinguishing inforce from new business is
// avoided in new code, but retained in backward-compatibility
// code that, by its nature, should rarely be modernized.
if(0 != InforceYear || 0 != InforceMonth)
{
if
(must_overwrite_specamt_with_obsolete_history
(SpecifiedAmount.value()
,map_lookup(detritus_map, "SpecamtHistory")
)
)
{
SpecifiedAmount = map_lookup(detritus_map, "SpecamtHistory");
}
}
}
if(file_version < 7 && EffectiveDate.value() != InforceAsOfDate.value())
{
// Version 7 introduced 'InforceSpecAmtLoadBase'; previously,
// the first element of 'SpecamtHistory' had been used in its
// place, which would have disregarded any term rider.
RealizeSpecifiedAmount();
InforceSpecAmtLoadBase = TermRiderAmount.value() + SpecifiedAmountRealized_[0].value();
}
}
inline Gregorian operator + (detail::packaged_year y) { return add_years(*this, y.nYears_); }