Concepts
The pricing for the same benefit plan may differ from a sector to another; the «Contribution plan» are to define different cost/pricing rules and the payment periodicity (in a month) for a given Benefit plan.
A benefit package (product in IMIS) can have multiple Contribution plans attached meaning different insurees may have different contributions level (or/and different calculation) but contribute to the same pool. The Contribution plans will have parameters such as maximum payment delay, grace periods.
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UC10-1: Search: contribution plan bundles List > use the search box > search, the default list will show only the active (not deleted and today between dateValidFrom/To) contribution plan bundle
UC10-2: Add: contribution plan bundle List > 'add' contribution plan bundle > fill the details on the contribution plan bundle page on the create card > save
UC10-3: Update: contribution plan bundles List > "Select" contribution plans bundles > update the details on the contribution plan bundle card > save
UC10-4: Delete: contribution plan bundle List > "Select" contribution plan bundle > "Delete > confirmation popup
UC10-5: Replace: contribution plan bundle-> List contribution plan bundle List > "Select" contribution plan bundle > update the details on the contribution plan bundle, update on the contribution plan on the replace card > Create a new version
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To manage the group insurance several authorities will be added,the prefix of this module will be 151
ContributionPlanBundle, prefix 1511
Search → 151101
Create → 151102
Update → 151103
Delete → 151104
Replace → 151106
ContributionPlan, prefix 1512
Search →151201
Create → 151202
Update → 151203
Delete → 151204
Replace → 151206
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Code (varchar 32)*
name(varchar 256)*
CalculationUUID*
BenefitPlanUUID (fk_product )*
Periodicity (int)*
Number of month between 2 payment
Not save in database:
length : int = None
(NICE TO HAVE)dependantList : Dict/List = []
Grace Period,Rate,Threshold will be stored on the json_ext part of HistoryModel
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C/U/D service ContributionPlanBundle
check authority
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
Ensure that the detail DatevalidFrom is greater or equal to CP DatevalidFrom
Ensure that the detail DatevalidTo is lesseror equal to CP DatevalidTo or DatevalidTo is null
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
(Nice to have)Replace ContributionPlan
Keep the code
normal HistoryBusinessModel replace
GetContributionLength
set the length param to periodicity
send a signal
return the length param (modified or not by the signal recievers)
(NICE TO HAVE)GetDependants
set a member data denpendantList to []
send a signal
return dependantList modified or not by signals
Front end detailed design
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contribution plan & bundle menu item should be located under the main menu "administration".
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ContributionPlan search page
ContributionPlan search criteria
Code (string)
name (string)
DateValidFrom
DateValidTo (if empty show all CP valid at DateValidFrom, if not, show all CP which were valid a some point between DateValidForm and DateValidTo)
periodicity (int) - min 1, max 12
option to show deleted
button to apply search criteria
Button to reset search criteria
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code
name
calculation (contribution_fe Code - CalculationClassName)
until a picker for
calculationis provided byCalculationmodule, thecalculation's id should be displayed
insurance Product (contribution_fe)
periodicity
DateValidTo
DateValidFrom
Delete (Trash) and Edit (Pen) buttons at the end of the line
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code (mandatory, not editable once created)
name (mandatory)
calculation (contribution_fe) (mandatory)
insurance Product (contribution_fe) (mandatory)
periodicity (mandatory)
DateValidTo DateValidFrom (mandatory)DateValidFrom
DateValidTo
The material (Save) UI button will save the changes
add Contribution plan
Code, Name, Calculation, Insurance product, periodicity, DateValidFrom are mandatory
Edit contribution plan
Name, DatevalidTo can be edtited
(Nice to have) Replace contribution plan
Code and periodicity are not editable
ContributionPlanBundle search page
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Code (string)
name(string)
periodicity (int) - min 1, max 12
DateValidFrom
DateValidTo (if empty show all CP valid at DateValidFrom, if not, show all CP which were valid a some point between DateValidForm and DateValidTo)
calculation (contribution_fe) (look inside the Contribution plans of the bundle)
insurance Product (contribution_fe) (look inside the Contribution plans of the bundle)
option to show deleted
button to apply search criteria
Button to reset search criteria
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code (mandatory, not editable once created)
name (mandatory)
periodicity (Mandatorymandatory, not editable once created)
DateValidTo DateValidFrom (mandatory)DateValidFrom
DateValidTo
Contribution plan part of the contribution plan bundle
column for the list of contribution plan ContributionPlanBundleContributionPlan (no search)
name (of the ContributionPlan define in the ContributionPlanBundleContributionPlan)
code (of the ContributionPlan define in the ContributionPlanBundleContributionPlan)
product
periodicity(Not required anymore)DateValidTo (from the details not from CPof the ContributionPlanBundleContributionPlan)
DateValidFrom ((from of the detailsnot from cp ContributionPlanBundleContributionPlan)
replace, edit and delete button
a add button should be placed on the top right of the list,
Add a contribution plan in the bundleContributionPlanBundleContributionPlan
When clicked on add the create popup will be displayed, Mandatory fields have *, Not editable have #
CPB(not displayed)
contribution plan selected* (shows only CP with the same periodicity)
DateValidFrom* (from the details not from CP)
DateValidTo
Edit a contribution plan in the bundle,ContributionPlanBundleContributionPlan
When clicked on edit the update popup will be displayed, Mandatory fields have *, Not editable have #
CPB(not displayed)
contribution plan selected#
DateValidFrom# (from the details not from CP)
DateValidTo
Replace a contribution plan in the bundleContributionPlanBundleContributionPlan
When clicked on replace the replace popup will be displayed, Mandatory fields have *, Not editable have #
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