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Scope | platform | # | sub | details | steps | SOP/MODULE |
general | any | UC1 | The Scheme Administrator wants to manage the policy holder insurees and their policy entitlement. (includes UC2 from the proposal) | SOP#001b | ||
general | any | UC3 | The Scheme Administrator wants to manage the policy holder contract. | SOP#001a | ||
general | any | UC4 | The Scheme Administrator wants to manage the policy holder contract payment. | |||
general | any | UC5 | The Scheme Administrator wants policy holders insuree policies covered by a contract to auto activate based on policy holders contract payment. | |||
general | any | UC7 | The Scheme Administrator wants to manage policy holders. | |||
general | any | UC8 | The Scheme Administrator wants to add a Contribution plan (pricing rules linked to an insurance product). | |||
general | any | UC9 | The Scheme Administrator wants to be able to configure the calculation parameters in the Contribution plan. | |||
general | any | UC10 | The Scheme Administrator wants to add a Contribution Plan Bundle. | |||
general | any | UC11 | The Scheme Administrator wants to enable some Contribution Plan Bundles per policy holder. | |||
general | any | UC12 | The policy holder wants to manage its policy holder insurees and their policy entitlement. | |||
general | any | UC13 | Policy holder wants to manage its users. | |||
general | any | UC14 | Policy holder wants to manage its contracts. | |||
general | any | UC16 | Manage the calculations | |||
calculation | backend | UC14 | 1 | add a new Calculation rule (needs to change the openimis.json). | calculation | |
calculation | webapp | UC14 | 2 | use the frontend contribution to select a calculation rule. | calculation | |
calculation | webapp | UC14 | 3 | use the fronend contribution to display the parameters required by multiple calculation for an object. | calculation | |
calculation | backend | UC14 | 4 | replace a calculation rule. | calculation | |
calculation | backend | UC14 | 5 | remove a calculation rule. | calculation | |
contribution plan bundles | webapp | UC10 | 1 | Search | contribution plan bundles List > use the search box > search, the default list will show only the active contribution plan bundle | contribution plan |
contribution plan bundles | webapp | UC10 | 2 | Add | contribution plan bundle List > 'add' contribution plan bundle > fill the details on the contribution plan bundle page > save | contribution plan |
contribution plan bundles | webapp | UC10 | 3 | Update | contribution plan bundles List > "Select" contribution plans bundles > update the details on the contribution plan bundle > save | contribution plan |
contribution plan bundles | webapp | UC10 | 4 | Delete | contribution plan bundle List > "Select" contribution plan bundle > "Delete (this role should be only available to admin, others should only archive by setting the DateValidTo) | contribution plan |
contribution plan bundles | webapp | UC10 | 5 | Replace | contribution plan bundle-> List contribution plan bundle List > "Select" contribution plan bundle > update the details on the contribution plan bundle, update the contribution plan > replace version > add ValidityTo (DateValidTo of the to-be-replace CPB will be set are the Validity from the new CPB ) | contribution plan |
contribution plan bundles | backend | UC10 | 6 | Replacing / removing propagation to policyholder contribution plan bundle | contribution plan | |
contribution plan bundles | backend | UC10 | 7 | Replacing / removing propagation to policyholder insure contribution plan bundle | contribution plan | |
contribution plan | webapp | UC8 | 1 | Search | contribution plan List > use the search box > search, the default list will show only the active contribution plan | contribution plan |
contribution plan | webapp | UC8 | 2 | Add | contribution plan List > 'add' contribution plan > fill the details on the contribution plan page > save | contribution plan |
contribution plan | webapp | UC8 | 3 | Update | contribution plan List > "Select" contribution plan > update the details on the contribution plan > save | contribution plan |
contribution plan | webapp | UC8 | 4 | Delete | contribution plan List > "Select" contribution plan > "Delete (this role should be only available to admin, others should only archive by setting the DateValidTo) | contribution plan |
contribution plan | webapp | UC8 | 5 | Replace | contribution plan bundle List > List contribution plan > "Select" contribution plan > update the details on the contribution plan > create a new version > add ValidityTo (DateValidTo of the to-be-replace CPB will be set are the Validity from the new CPB ) | contribution plan |
contribution plan | backend | UC8 | 6 | Replacing / removing propagation to contribution plan bundle | contribution plan | |
Policy holder | webapp | UC7 | 1 | Search | PolicyHolder List > use the search box > search, the default list will show only the active policy holder | Policy holder |
Policy holder | webapp | UC7 | 2 | Add | PolicyHolder List > "add" PolicyHolder > fill the details on the Policy holder page > save | Policy holder |
Policy holder | webapp | UC7 | 3 | Update | PolicyHolder List > "Select" PolicyHolder > update the details on the Policy holder page > save | Policy holder |
Policy holder | webapp | UC7 | 4 | Delete | PolicyHolder List > "Select" PolicyHolder > Delete (this role should be only available to admin, others should only archive by setting the DateValidTo) | Policy holder |
Policy holder users | webapp | UC7 | 5 | search users | PolicyHolder List > "Select" PolicyHolder > UserList > > search, the default list will show only the active policy holder users | Policy holder |
Policy holder users | webapp | UC7 | 6 | add users | PolicyHolder List > "Select" PolicyHolder > UserList > add user | Policy holder |
Policy holder users | webapp | UC7 | 7 | update user | Select PolicyHolder > UserList > (Search user) >Select User > change details > Save | Policy holder |
Policy holder users | webapp | UC7 | 8 | block user | Select" PolicyHolder > UserList > (Search user) >Select User > change details > Block | Policy holder |
Policy holder insuree | webapp | UC1 | 1 | Search | PolicyHolder List > "Select" PolicyHolder > Insuree tab > use the search box > search, the default list will show only the active policy holder insuree | Policy holder |
Policy holder insuree | webapp | UC1 | 2 | Add | PolicyHolder List > "Select" PolicyHolder > Insuree tab > 'add' insure > fill the details on the Policy holder insuree page > save | Policy holder |
Policy holder insuree | webapp | UC1 | 3 | Update (error) | PolicyHolder List > "Select" PolicyHolder > Insuree tab > update the details on the Policy holder page > save | Policy holder |
Policy holder insuree | webapp | UC1 | 4 | Replace | (new version) PolicyHolder List > "Select" PolicyHolder > Insuree tab > update the details on the Policy holder page > create new version à add ValidityTo | Policy holder |
Policy holder insuree | webapp | UC1 | 5 | Delete | PolicyHolder List > "Select" PolicyHolder > Insuree tab > "Select" an insuree> Delete (this role should be only available to admin, other should only archive by setting the DateValidTo) | Policy holder |
PolicyHolder contribution plan bundle | webapp | UC11 | 1 | Search | PolicyHolder List > "Select" PolicyHolder > contribution plan tab > use the search box > search, the default list will show only the active contribution plan | Policy holder |
PolicyHolder contribution plan bundle | webapp | UC11 | 2 | Add | PolicyHolder List > "Select" PolicyHolder > contribution plan tab > 'add' contribution plan bundles > fill the details on the Policy holder insuree page > save | Policy holder |
PolicyHolder contribution plan bundle | webapp | UC11 | 3 | Replace (new version) | Select PolicyHolder > contribution plan tab > "Select" a contribution plan bundles >> update the contribution plan > create a new version > add ValidityTo | Policy holder |
PolicyHolder contribution plan bundle | webapp | UC11 | 4 | Delete | PolicyHolder List > "Select" PolicyHolder > contribution plan tab > "Select" a contribution plan bundles > DeleteDelete | Policy holder |
PolicyHolder contribution plan bundle | backend | UC11 | 5 | Replacing / removing propagation to policyholder insure contribution plan bundle | Policy holder | |
Contract | webapp | UC3 | 1 | Add bulk "contract" | Policy holder List > select policyholder(s) > Contract list > generate bulk contract > enter the date on which the contract must be created if not already covered by previous contract. | Contract |
Contract | webapp | UC3 | 2 | Add "contract" | Policy holder List > Select a Policy Holder > Contract list> Generate contract > enter the date on which the contract must be created if not already covered by previous contract.> confirmation with the contract dates | Contract |
Contract | webapp | UC3 | 3 | Update contract details | Policy holder List > Select a Policy Holder > Contract list > Select contract > updates one/ several lines > save | Contract |
Contract | webapp | UC3 | 4 | Submit/sign "contract" | Policy holder List > Select a Policy Holder > Contract list > Select contract(s) > Submit/sign contract | Contract |
Contract | webapp | UC3 | 5 | Review "Contract" | Policy holder List > Select a Policy Holder > Contract list > Select contract(s) > contract Reviewed (only for submitted contract) | Contract |
Contract | webapp | UC3 | 6 | Ask updates "Contract" | Policy holder List > Select a Policy Holder > Contract list > Select contract(s) > ask update (only for submitted contract) | Contract |
Contract | webapp | UC3 | 7 | Amend "contract" | Policy holder List > Select a Policy Holder > Contract list > Select contract >Generate Amendment > confirmation with Amendment number > add details (if it is about a new employee, they should be added before on the employee list) | Contract |
Contract | backend | UC3 | 8 | send payment notification by email | Contract | |
Contract | backend | UC3 | 9 | send update required (from ask update) notification by email | Contract | |
Payment | webapp | UC4 | 1 | Add payment | Policy holder List > Select a Policy Holder > contract list > create payment > enter value > save > confirmation giving the contract status | Contract |
Payment | webapp | UC4 | 2 | update payment | Policy holder List > Select a Policy Holder > payment list > Select payment > update value > save > confirmation giving the contract status | Contract |
Payment | webapp | UC4 | 3 | delete payment | Policy holder List > Select a Policy Holder > payment list > Select payment > delete payment > confirmation giving the contract status | Contract |
Payment | webapp | UC4 | 5 | add credit note from contract or amendment | Policy holder List > Select a Policy Holder > payment list > add credit note (negative payment) | Contract |
Payment | backend | UC4 | 6 | assign a credit note to contract | On contract approval, if there is a credit note not assigned to a contract, it will be assigned to the newly approved contract. | Contract |
Payment | backend | UC5 | 1 | When a full payment is received for a contract, the policy of the policyholder insuree part of the contact will be renewed if needed | Contract | |
Payment | backend | UC5 | 2 | When a full payment is received for a contract, the insureepolicy of the policyholder insuree part of the contact will be activated | Contract | |
Policy holder users | portal | UC12 | 6 | add users | UserList > add user | portal |
Policy holder users | portal | UC12 | 7 | update user | UserList > (Search user) >Select User > change details > Save | portal |
Policy holder users | portal | UC12 | 8 | block user | UserList > (Search user) >Select User > change details > Block | portal |
Policy holder insuree | portal | UC12 | 1 | Search | My Insuree tab > use the search box > search, the default list will show only the active policy holder insuree | portal |
Policy holder insuree | portal | UC12 | 2 | Add | My Insuree tab > 'add' insure > fill the details on the Policy holder insuree page > save | portal |
Policy holder insuree | portal | UC12 | 3 | Update (error) | My Insuree tab > update the details on the Policy holder page > save | portal |
Policy holder insuree | portal | UC12 | 4 | Replace (new version) | My Insuree tab > update the details on the Policy holder page > create new version > add ValidityTo | portal |
Policy holder insuree | portal | UC12 | 5 | Delete | My insuree tab > "Select" an insuree> Delete (this role should be only available to admin, other should only archive by setting the DateValidTo) | portal |
Contract | portal | UC14 | 1 | search contract | My Contract list >fill search criteria > search | portal |
Contract | portal | UC14 | 2 | Update details | My Contract list > Select contract > update one/several line > save | portal |
Contract | portal | UC14 | 3 | Submit/sign "contract" | My Contract list > Select contract(s) > Submit/Sign contract | portal |
profile | admin | UC13 | 1 | search profile | Profile list > enter search criteria > search | |
profile | admin | UC13 | 2 | add profile | Profile list > add > select the authorities and define name > save | |
profile | admin | UC13 | 3 | update profile | Profile list > Select Profile > update the authorities and name > save | |
profile | admin | UC13 | 4 | replace profile | Profile list > Select Profile > update the authorities and name > replace > define replacement date | |
profile | admin | UC13 | 5 | remove profile | Profile list > Select Profile > remove > select replacement profile > conf | |
profile | admin | UC13 | 7 | propagation of replacing / removing to user |
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