...
1 invoice per policy, with 1 invoiceLineItem, dependants might be documented in the details invoiceItemLine
Invoice:
field | type | comment | |||||
subject | json |
| |||||
recipient | json |
| |||||
code | str | IV-[PRODUCT code]-CHFID | |||||
date_due | date | policy effective date | |||||
date_invoice | date | Date of the enrolment | |||||
*dateValidFrom | date | validFrom: policy effective date | |||||
*dateValidTo | date | validTo: policy expiry date | |||||
amount_discount | float | total of the detail discount | |||||
amount_net | float | Total without tax | |||||
tax_analysis | json |
| |||||
amount_total | float | total net | |||||
status | int | validated | |||||
currency_rcp_code | str | default-curency | |||||
currency_code | str | default-curency-code | |||||
note | bigttext | ||||||
terms | bigttext |
InvoiceItem
field | type | comment | |||||
HistoryBusinessModel fields | validFrom: Policy efective date validTo:Policy exiry date | ||||||
code | str | PRODUCT-code | |||||
description | str | PRODUCT-label | |||||
details | json | Dependant otherName, name, gender, age, relation to insuree | |||||
ledger_account | int | Product premium accounting code | |||||
quantity | float | 1 | |||||
unit_price | type | BASE Policy Value | |||||
discount | float | renewal discount … | |||||
tax_rate | Calculation uuid | null | |||||
tax_analysis | json |
| |||||
amount_total | float | net +tax | |||||
amount_net | qty * unitprice - discount |
...
contractApproved
Converters:
Invoice
field | type | comment | |||||
subject | json |
| |||||
recipient | json |
| |||||
code | str | IV-[contract code] | |||||
date_due | date | contract-payment-due | |||||
date_invoice | date | Date of the contract approved | |||||
*dateValidFrom | date | validFrom: contract validFrom | |||||
*dateValidTo | date | validTo:contract validTo | |||||
amount_discount | float | total of the detail discount | |||||
amount_net | float | Total without tax | |||||
tax_analysis | json |
| |||||
amount_total | float | total net | |||||
status | int | validated | |||||
currency_rcp_code | str | default-curency | |||||
currency_code | str | default-curency-code | |||||
note | bigttext | ||||||
terms | bigttext |
1 invoice per policy, with 1 invoiceLineItem, dependants might be documented in the details invoiceItemLineinvoiceItem
field | type | comment | ||
HistoryBusinessModel fields | validFrom: contractDetails validFrom validTo:contract contractDetails validTo | |||
code | str | Product-code | ||
description | str | product-desc | ||
details | json | Dependant otherName, name, gender, age, relation to insuree | ||
ledger_account | int | Product premium accounting code | ||
quantity | float | 1 | ||
unit_price | type | contractdetail Value | ||
discount | float | |||
tax_rate | Calculation uuid | null | ||
tax_analysis | json |
| ||
amount_total | float | net | ||
amount_net | qty * unitprice - discount |
...
claimSubmitted
Converters:
...
[out of scope] - (Product payment module)Funding:
...
Manually filled invoice for a payer, the details of the pool/product to be funded will be in the details
Registration on signals from other module(existing or not)
Funding created / updated
Contribution created / updated (for Funding families)
converters:
new funding:
Too soon the new funding structure is not defined
funding contribution (legacy)
see contribution converter in Bill
[out of scope] new signals are use to trigger action in another module:
[one signal per service]
invoiceValidated (all invoiceItemMatched and invoiceItemAmountValidated)
invoiceFullyPaid
invoicePaymentRefRequested
...
Insurance clerk generates informal sector insurance invoice per head of family for a given time period
Insurance clerk generates formal sector insurance invoice per Policyholder for a given time periodInsurance clerk generates a funding invoice for a product/pool
Insurance clerk display the invoice with details
Insurance clerk add a payment on the invoice
Insurance clerk print the invoice
Insurance clerk delete an invoice (this won’t delete the generating Item)
[should have] access invoice via FHIR invoice resource. (read only)
out of scope
Insurance clerk generates a funding invoice (new) for a product/pool
Insurance clerk generates a funding invoice (old) for a product/pool
Policy activated based on invoice payment
Front end
The front end will have the same layout as the contract
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