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• UC8-6: Replacing / removing propagation to contribution plan bundle

Details design

Back end module

Entities

ContributionPlanBundle(HistoryBusinessModel)

• Code (varchar)*
• Name (varchar)

ContributionPlanBundleDetails - under ContributionPlanBundle (HistoryModel)

• ContributionPlanBundleUUID: (fk ContributionPlanBundle)*
• ContributionPlanUUID: (fk_contributionPlan)*

ContributionPlan(HistoryBusinessModel)

• Code (varchar 32)
• name(varchar 256)
• CalculationUUID
• BenefitPlanUUID (fk_product )
• Periodicity (int)
  • Number of month between 2 payment
• Amendment (0 for the contract)

Grace Period,Rate,Threshold will be stored on the json_ext part of HistoryModel

Mutations

Authorities

To manage the group insurance several authorities will be added, the existing authorities have a "*" :

• ContributionPlanBundle
  • C/R/U/D(4 authorities)
• ContributionPlan
  • C/R/U/D(4 authorities)

Entities

ContributionPlanBundle

• UUID (char(24) )
• Version ( integer - to be used for optimistic locking)
• Active (bool)
• Code (varchar)
• Name (varchar)
• Json_ext (json)
• DateCreated(date)
• DateUpdate(date)
• UserUpdateUUID(fk users)
• UserCreateUUID (fk users)
• DateValidFrom (date)
• DateValidTo (date)

sub entity ContributionPlanBundleDetails

• UUID (char(24) )
• Version ( integer - to be used for optimistic locking)
• ContributionPlanBundleUUID: (fk ContributionPlanBundle)
• ContributionPlanUUID: (fk_contributionPlan)
• Json_ext (json)
• DateCreated(date)
• DateUpdate(date)
• UserUpdateUUID(fk users)
• UserCreateUUID (fk users)
• DateValidFrom (date)
• DateValidTo (date)
• Active (bool)

ContributionPlan

• UUID (char(24) )
• Version ( integer - to be used for optimistic locking)
• Code (varchar)
• Active (bool)
• CalculationUUID
• BenefitPlanUUID (fk_product )
• Periodicity (int)
  • Number of month between 2 payment
• Json_ext (json)
  • GracePeriod
  • Rate
  • Threshold
  • …
• DateCreated(date)
• Amendment (0 for the contract)
• DateUpdate(date)
• UserUpdateUUID(fk users)
• UserCreateUUID (fk users)
• DateValidFrom (date)
• DateValidTo (date)

Details design

Back end module

Mutations

Permissions

Services

Front end

ContributionPlan search page

ContributionPlan card

ContributionPlanBundle search page

...

Services

• C/U/D service ContributionPlanBundle
  • check autority
  • ensure Code uniqueness for ValidTo/ValidFrom
  • Ensure mandatory fields are present
  • code not editable once created
  • Ensure that the periodicity for the contribution plan are the same
• Replace ContributionPlanBundle
  • Keep the code
  • normal HistoryBusinessModel replace
• C/U/D service ContributionPlan
  • check authority
  • ensure Code uniqueness for ValidTo/ValidFrom
  • Ensure mandatory fields are present
  • code not editable once created
• Replace ContributionPlan
  • Keep the code
  • normal HistoryBusinessModel replace

Front end

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

Menu

Contract menu item should be located under the main menu "Insuree and policy".

Image Added

ContributionPlan search page

search criteria

• Code
• name
• Date where the ContributionPlan are/were valid (Date entered > DateValidFrom and (Date entered<= DateValidTo or DateValidTo is NULL))
• periodicity (all )

search result column

• code
• name
• calculation (contribution_fe)
• insurance Product (contribution_fe)
• periodicity
• DateValidTo
• DateValidFrom

• Delete (Trash) and Edit (Pen) buttons at the end of the line (see Location module)

MaterialUI :plus: to add a ContributionPlan

Double click or click on Edit button to update a PolicyHolder.

ContributionPlan card

• code (mandatory, not editable once created)
• name (mandatory)
• calculation (contribution_fe) (mandatory)
• insurance Product (contribution_fe) (mandatory)
• periodicity (mandatory)
• DateValidTo (mandatory)
• DateValidFrom

The material (Save) UI button will save the changes

ContributionPlanBundle search page

search criteria

• Code
• name
• Date where the ContributionPlan are/were valid (Date entered > DateValidFrom and (Date entered<= DateValidTo or DateValidTo is NULL))
• calculation (contribution_fe) (info in the Contribution plan part of the bundle)
• insurance Product (contribution_fe) (info in the Contribution plan part of the bundle)
• periodicity (info in the Contribution plan part of the bundle)

search result column

• code
• name
• DateValidTo
• DateValidFrom

• Delete (Trash) and Edit (Pen) buttons at the end of the line (see Location module)

MaterialUI :plus: to add a ContributionPlan

Double click or click on Edit button to update a PolicyHolder.

ContributionPlanBundle card

• code (mandatory, not editable once created)
• name (mandatory)
• DateValidTo (mandatory)
• DateValidFrom
• LIST of the contribution plan
  • Column
    • name
    • code
    • product
    • periodicity
    • DateValidTo
    • DateValidFrom
    • replace and delete button

  • An empty line at the top of the list with the :plus: add button in place of delete, once filled, new empty line should be displayed.

The material (Save) UI button will save the changes