Page Comparison

The goal of the contribution plans bundle (CPB) is the group several contribution plan to build a standard offering for a bundle of product.

The goal is to ease enrollement of conplex offerings where it would be easy otherwise for the user to mkae a misstake.

The Contribution plan bundle is linked to Contribution plans.

Pre-conditions

Product must be created

Navigation

All functionality for use with the administration of Contribution plan bundle can be found under the main menu Administration, sub menu Contribution plan bundle.

Clicking on the sub menu Contribution plan bundle re-directs the current user to the Find contract Page.

Search Page

1. Search criteria

   • Code: code of Contribution plan bundle

   • Name: name of Contribution plan bundle

   • Calculation rule: rule part of a contribution plan

   • Insurance product: insurance product of a contribution plan

   • Date valid from/to: period on which the Contribution plan bundle is valid

   • Periodicity: periodicity of the Contribution plan bundle plan in months

   • Show deleted

2. results

   the columns name definiction matches with the search criteria definitions:

   the rows are the search results

   • Edit Contribution plan bundle

     Doubleclick on the line or clicking on the edit button will open the edit page

     

     “Create New Contribution Plan” button can add a new link between the bundle and a contribution plan

     create popup will be displayed

     Edit button

     edit popup will be displayed

     delete button

     confirmation popup will be displayed

     replace button

     replace popup will be displayed, the old link will have the validity to updated to the validiy from of the new link
     

   • Delete

     Confirmation pop up is displayed

   • duplicate

     a creation popup will be displayed

3. create Contribution plan bundle button

   a creation popup will be displayed