Page Comparison

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PolicyHolder

• UUID (char(24) )
• Code (varchar)
• Version ( integer - to be used for optimistic locking)
• TradeName (varchar)
• LocationsUUID (fk tblLocations)
  • Not limited to one level
• Address (varchar)
• Phone (varchar)
• Fax (varchar)
• Email (varchar)
• ContactName (varchar)
• LegalFormUUID LegalForm (configEnum:legalForm )
• ActivityCodeUUID ActivityCode (configEnum:activity)
• AccountancyAccount (varchar)
• PaymentReference (varchar)
• DateValidFrom (date)
• DateValidTo (date)
• Active isActive (bool)
• Json_ext (json)
• DateCreated (date)
• DateUpdated (date)
• UserUpdatedUUID (fk users)
• UserCreatedUUID (fk users)

...

• UUID (char(24) )
• Version ( integer - to be used for optimistic locking)
• PolicyHolderUUID (fk policyHolder)
• InsureeUUID (fk Insuree)
• ContributionPlanBundleUUID (fk_contributionPlanBundle)
• LastPolicyUUID (fk Policy)
• Json_ext (json)
• DateCreated (date)
• DateUpdated (date)
• UserUpdatedUUID (fk users)
• UserCreatedUUID (fk users)
• isActive
• DateValidFrom (date)
• DateValidTo (date)

PolicyHolderContributionPlanBundle

• UUID (char(24) )
• Version (integer - to be used for optimistic locking)
• ContributionPlanBundleUUID (fk_contributionPlanBundle)
• PolicyHolderUUID (fk policyHolder)
• Json_ext (json)
• DateCreated (date)
• DateUpdated (date)
• UserUpdatedUUID (fk users)
• UserCreatedUUID (fk users)
• Active isActive (bool)
• DateValidFrom (date)
• DateValidTo (date)

...

• UUID (char(24) )
• UserUUID (fk_user)
• PolicyHolderUUID (fk policyHolder)
• Json_ext (json)
• DateCreated (date)
• DateUpdated (date)
• UserUpdatedUUID (fk users)
• UserCreatedUUID  (fk users)
• Active isActive (bool)
• DateValidFrom (date)
• DateValidTo (date)

...

The list of PolicyHolder should use the same layout as other existing list in openIMIS (claims, insuree ...)

Menu: under Insuree and policy menu

search

• code (string)
• Tradename (string) 
• Location (Select)
• LegalForm (configEnum:legalForm ) (Select)
• ActivityCode (configEnum:activity) (Select)
• DateValidFrom (date) - Date picker
• DateValidTo (date) - Date picker

search result

• display name (code - Tradename )
• Location
• LegalForm (configEnum:legalForm )
• ActivityCode (configEnum:activity)
• DateValidFrom (date)
• DateValidTo (date)
• Delete button at the end

MaterialUI + to add a policy holder

The PolicyHolder card will have:

• quick summary PolicyHolder information that can be edited (as the opened tab called general information)

• Code (varchar) (Mandatory)
• TradeName (varchar) (Mandatory)
• LocationsUUID (fk tblLocations) (Mandatory)
  
  • Search for location with Level - Code - Name (all strings)
• Address (varchar/json): mutliline Box String OR (Address line 1, line2 , post code, city)
• Phone (varchar): string + configurable Regex for validation/constraint
• Fax (varchar): + configurable Regex for validation/constraint
• Email (varchar) + std email field
• ContactName (varchar/json)
• LegalForm (configEnum:legalForm )
• ActivityCode (configEnum:activity)
• AccountancyAccount (varchar) + configurable Regex for validation/constraint
• ?bankAccount (json) 
• PaymentReference (varchar) + configurable Regex for validation/constraint
• DateValidFrom (date) (Mandatory)
• DateValidTo (date)

• a tab for the user (user who can access policyholder portal) or link simple pre-filtered for the policyholderuser search
  
  • option to show inactive user
  • link interactive user to policyholder is allow access on that policy holder data to that user (show only user with one of portal authorities)
    • (User name / names first / last) Contribution of fe user module, Dropdown for new and value (or readonly dropdown preselected) for existing
      
    • DateValidFrom (date)(input field)
    • DateValidTo (date) (input field)
    • Delete (will put it inactive, change the DateValidTo ) (+ add button in place of delete)
  • add should be a empty line at the top of the list
    • once filled, new empty line should be displayed
  • Save (material UI buttom)
• a tab for the insuree a or link simple pre-filtered for the policyholderinsuree search
  a possibility to add tab with contribution (
  • Policyholder insure → link between the policyholder and a given insuree + data (contribution planbundle and calc parameters)
  • option to show inactive insuree
  • link interactive user to policyholder is allow access on that policy holder data to that user (show only user with one of portal authorities)
    • (Insuree data) contribution_fe insure module,Dropdown for new and value for existing
      
    • (contribution plan bundle data) contribution_fe "contribution plan bundle" module, Dropdown of PHCPB for new and value for existing
    • (calculation data) contribution_fe "calculation/rules" module, (inputs fields)
    • DateValidFrom (date) (input field)
    • DateValidTo (date) (input field)
    • Delete (will put it inactive, change the DateValidTo )
  • add should be a empty line at the top of the list (+ add button in place of delete)
    
    • once filled, new empty line should be displayed
  • Save (material UI buttom)
• a tab for the PHCPB a or link simple pre-filtered for the PHCPB  search
  
  • option to show inactive PHCPB
  • link CPB to policyholder is allow access on that policy holder data to that user (show only user with one of portal authorities)
    • ( CPB data) contribution_fe CPB module,Dropdown for new and value for existing
    • (calculation data) contribution_fe "calculation/rules" module, (inputs fields)
    • Delete button
  • add should be a empty line at the top of the list (+ add button in place of delete)
    
    • once filled, new empty line should be displayed
  • Save (material UI buttom)
• a possibility to add tab  with (will be the case for the contract and payment)
  •  a simple pre-filtered for the contribution search → select/double click will lead to contribution pages (made by blue square) TBD
  •  a simple pre-filtered for the policy search → select/double click will lead to contribution pages (made by blue square) TBD
• place holder for other tab / link to search pages → those should be added by contribution_fe

Config

• configurable Regex for validation/constraint for the phone and FAX (NTH)
• Get Be Config or duplicate it
• configurable Regex for validation/constraint for AccountancyAccount (NTH)
  
• configurable Regex for validation/constraint PaymentReference (NTH)
  

When a tab is opened, only the id and the name of the policy holder will be displayed in a top ribbon (as bread crumbs).

Then the tab content will be mainly quick edit pages, this pages will be composed by:

...

or Prefilled search fields

FIXME: replace UI