Page Comparison

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• (TBC, could work with scheduler)UC3-1: Add bulk "contract": Policy holder List > select policyholder(s) (or for all the PH part of the search result) > generate bulk contract (…) > enter the date on which the contract must be created if not already covered by previous contract.

• UC3-10: add “Contract“: Contract search > “Add“ contract > fill the details on the contract page (draft) >save (mandatory fields required) > the insuree from the PH are imported with default calculation params

• UC3-2: Add "contract" from PH: Policy holder List > Select a Policy Holder > Contract list> Generate contract (the insuree from the PH are imported with default calculation params) > fill the details on the contract page (draft)

• UC3-11: Access to contract via contract search: Contract search > select contract

• UC3-12: Access to a contract via PolicyHolder :Policy holder List > Select a Policy Holder > Contract list > Select contract

• UC3-3: Update contract details: edit button on contract selected >update the details on the contract page (updatable fields will depend on the state) > save

• UC3-3.1: add contract detail : update contract > click on add PH insuree > enter the details in the popup > save

• UC3-3.2: replace contract detail: update contract > click the replace button of the PH insuree > enter the new details in the popup > saveUC3-3.3: delete contract detail: update contract > click the delete button of the PH insuree > confirm in the delete conf popup

• UC3-4: Submit (“sign PH)) "contract": contract selected >open contract > Submit/sign contract > conf popup

• (TBC)UC3-5: Approve (“sign Insurance“) "Contract" bulk: Select contract(s) > Approve contract (…)(only for submitted contract) > conf pop up with the number of contract impacted

• UC3-13: Approve (“sign Insurance“) "Contract": Select contract > open contract > contract Approved (only for submitted contract) > conf popup

• UC3-13.1: see contribution details: "Contract": Select contract > open contract > open contribution details tab

• UC3-6: Counter "Contract": Select contract > open contract > Counter contract / reject (only for submitted contract) > conf popup

• UC3-7: Amend "contract": Select contract > open 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)

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• create

  • run service updateFromPHInsuree

  • NotifiedAmount = ContractValuation(false)

  • Contract state will become “Draft”

• edit/update

  • check rights for contract / amendments

  • check status

    • if in “draft”/ “request for information“ / “counter“ only the code cannot be changed,

    • if in “Negotiable” changes are possible only with the authority “Approve/ask for change”

• delete

  • check rights

  • block deleting contract not in Updateable or Approvable state

• submit

  • check right

  • RectifiedAmount = ContractValuation(false)

  • create Contractcontribution (see createcontractContribution service)

  • send signal

  • Contract state will become “Negotiable”

• approved

  • check rights (Approve/ask for change)

  • send signal

  • RectifiedAmount = ContractValuation(true)

  • create Contractpayment (see createcontractPayment service)

  • Contract state will become “Executable”

• counter

  • check right (Approve/ask for change)

  • Contract state will become “counter”,

• renew

  • create a new contract that follow the existing active contract (if not yet existing)

• amend

  • check rights

  • create a new “amendment“ contract from the last amendement

  • increment Amendment of 1 (i.e. 1st amendment will have 1, 2nd: 2 … )

  • change status of the previous contract/amendement to 6 “addendum“

• ContractValuation(bool save)

  • create the ContractContributionPlanDetails based on the ContractDetails

    • save them only if the save param is true

  • return the total amount

• createContribution

  • create the contributions based on the ContractContributionPlanDetails

• createcontractPayment

  • create a payment that cover all contributions related to the contract

• updateFromPHInsuree

  • if PH is set, Update the ContractDetails based on the PHInsuree

• getNegativeAmountAmendement (creditnote)

  • look for approved contract (amendement) for that PH that have a negative AmountDue

• activateContractedPolicies (listen to payment signal)

  • Activate the policy related to the contract (create policy insuree for the contract period + grace period)

  • Contract state will become “effective”,

  • launch TerminateContract

• TerminateContract

  • previous contract of the (DateValidTo) will become “terminated“

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• Save if there is changed

• if no changes

  • Submit from a “draft”/ “request for information“ / “counter” contract

  • Approve/Counter (reject as sub-option) for “Negotiable” contract

  • Amend(NTH: renew as sub-option) for other status but “terminated“

• Delete button will be available only on updatable and approvable state

on contract amend (for contract not terminated, not Negociable nor updatable state )

Code, PH, DateValidFrom cannot be changed

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Code, DateValidFrom and DateValidTo is mandatory

on contract update

PH Can be set but not edited once saved.

• with update authority,

  • in updatable state only Code, PH, DateValidFrom and DateValidTo cannot be changed,

  • no changes possible in other status

• with the authority “Approve/ask for change”

  • in updatable state all can be changed,

  • in “Approvable” changes are possible only Code, DateValidFrom and DateValidTo cannot be changed,

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