This document summarizes the openIMIS features provided by the Persons & Families module.

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Classical search/result panel page, with classical search criteria (family name,…).

Note about the ‘historical’ checkbox:

The search in ‘historical’ values makes the assumption that archiving is performed “in live table”. This mechanism is under review (for performance reasons). This criteria may not be available anymore (depending on the new archiving mechanism chosen).

Family/Group Overview

The Family/Group Overview provides a summary of the family composition, the related policies and contributions. The latest two are part of the Policy module and Contribution modules, but is (will be) implemented in the scope of (as frontend contribution to) the Insurees & Families module.

Adding a Family

Simple menu entry to a ‘blank’ Family/Group Page

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(here under).

Note:

When creating a new Family/Group, user is required to provide the Family and Family Holder (who is an isuree) at the same time. In the database schema, there are 2 ‘opposite’ foreign keys:

one from tblFamilies to tblInsuree

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and one from tblInsuree to tblFamilies

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Since FK fields are ‘not null’ on both sides, the only way to add records in these tables (from django model) is to continuously activate/deactivate the FKs.

In order to prevent this, we are proposing to make (via django migration) the InsureeID field in tblFamilies optional. This will allow us to create the Family entity without any referenced Insuree… and once the Insuree created (with a mandatory FK to the Family), reference the Family holder (InsureeID) in the tblFamilies table.

Editing a Family/Group

Simple link from the “Find Family” page to pre-filled Family/Group Page (here under).

Note: Changing a Head of Family/Group and Moving an Insuree are 2 specific Family/Group edition features with dedicated UI (forms).

Family/Group Page

The Family/Group Page is dedicated to create/update a Family/Group.

Insuree management Features

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