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  • Code (varchar 32)*

  • TradeName (varchar 256)*

  • LocationsID (fk tblLocations)

    • Not limited to one level

  • Address (json 1024)

  • Phone (varchar 16)

  • Fax (varchar 16)

  • Email (varchar 256)

  • ContactName (json)

  • LegalForm (configEnum:legalForm)

  • ActivityCode (configEnum:activity)

  • AccountancyAccount (varchar 64)

  • ?bankAccount (json)( validation: (^.+$))

  • PaymentReference (varchar 128)

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(should have) The tab content (User, insuree, CBP) should be editable after the policy holder is saved (i.e. not before ), reloading the page should be avoided if possible.

on Policyholder create

all fields should be editable

On PolicyHolder update

all fields but Code and dateValidFrom should be editable

“isDeleted“ Policy holder cannot be updated

PolicyHolder Users

This pages/section/tab will link interactive (openIMIS) user to PolicyHolder, in order to allow them to access the PolicyHolder’s data on the PolicyHolder portal (show only user with one of portal authorities - PolicyHolderClerk).

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