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The process bellow will respect the location scope of the users, meaning that, to add a PolicyHolder for a region, the scheme clerk must have access to that very region.
The enrollment process that will be supported is defined by Nepal requirements. Although we try to make it broader, it might not support all the enrollment processes of all group insurances.
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Use cases
PolicyHolder (employer)
The first step before enrolling insuree under a PolicyHolder, one needs to make sure that the PolicyHolder is defined in openIMIS. Read right is required to have access to the search/list screen. Managing PolicyHolders will be the role of the Clerk.
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UC7-1: Search: PolicyHolder List > use the search box > search, the default list will show only the active PolicyHolders (not deleted and today between dateValidFrom/TO)
UC7-2: Add: PolicyHolder List > "Add" PolicyHolder > fill the details on the PolicyHolder page > Save
UC7-3: Update: PolicyHolder List > "Select" PolicyHolder > update the details on the Policy holder page > Save
UC7-4: Delete: PolicyHolder List > "Select" PolicyHolder > Delete (this role should be only available to admin, others should only archive by setting the DateValidTo)
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UC7-5: Search users: PolicyHolder List > "Select" PolicyHolder > User List > search, the default list will show only the active PolicyHolder's users (not deleted and today between dateValidFrom/TO)
UC7-6: Add users: PolicyHolder List > "Select" PolicyHolder > User List > add user > add details on create popup (validity dates) > Save
UC7-7: Update users: "Select" PolicyHolder > UserList > (Search user) >Select User > change details on edit popup (validity dates) > SaveUC7
UC1-84: Delete user Replace users: "Select" PolicyHolder > UserList User List > (Search user) >Select User > change details > Delete
PolicyHolder insuree
...
click on the replace button > create new version popup > conf : This will set the ValiditTo of previous to ValidityFrom of the new
UC7-8: Delete user: "Select" PolicyHolder > UserList > (Search user) >Select User > change details > Delete > confirmation popup
PolicyHolder insuree
Managing PolicyHolder's insurees will be possible from the PolicyHolder page. This should be possible for the PolicyHolderClerk and the Clerk roles.
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UC1-1: Search: PolicyHolder List > "Select" PolicyHolder > Insuree tab > use the search box > search, the default list will show only the active policy holder insuree (inactive policies will be hidden by default but it will be possible to show them in search results by means of a combination of the Show deleted and datevalid filter; the latter should be at Today per defaultnot deleted and today between dateValidFrom/TO)
UC1-2: Add: PolicyHolder List > "Select" PolicyHolder > Insuree tab > 'add' insure > fill the details on the PolicyHolder insuree page create popup > save
UC1-3: Update (error): PolicyHolder List > "Select" PolicyHolder > Insuree tab > update the details on the PolicyHolder insuree page edit popup > save
UC1-4: Replace: (new version) PolicyHolder List > "Select" PolicyHolder > Insuree tab > click on the replace button > create new version popup > conf : This will set the ValiditTo of previous to ValidityFrom of the new
UC1-5: Delete: PolicyHolder List > "Select" PolicyHolder > Insuree tab > "Select" an insuree> Delete (this role should be only available to admin, other should only archive by setting the DateValidTo)
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Delete> confirmation popup
PolicyHolder contribution plan bundle
Managing Policy holder contribution plan bundle, this should be possible for the SchemeClerk or SchemeAdmin.
Web application
UC11-1: Search: PolicyHolder List > "Select" PolicyHolder > contribution plan tab > use the search box > search, the default list will show only the active contribution plan(not deleted and today between dateValidFrom/TO)
UC11-2: Add: PolicyHolder List > "Select" PolicyHolder > contribution plan tab > 'add' contribution plan bundles > fill >fill the details on the Policy holder insuree page create popup > save
UC11-3: Replace (new version) > "Select" PolicyHolder > contribution plan tab > "Select" a contribution plan bundles > click on the replace button > create new version popup > conf : This will set the ValiditTo of previous to ValidityFrom of the new
UC11-4: Delete: PolicyHolder List > "Select" PolicyHolder > contribution plan tab > "Select" a contribution plan bundles > Delete > confirmation popup
Backend
UC11-5: Replacing / removing propagation to PolicyHolder (should have): Update(error) > "Select" PolicyHolder > contribution plan tab > "Select" a contribution plan bundles > click on the edit button > fill the details on edit popup > Save
Backend
UC11-5: Replacing / removing propagation to PolicyHolder insuree contribution plan bundle
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The following authorities will be added for group insurance management :, the Prefix will be 150
PolicyHolder
C/R/U/D (4 authorities)
PolicyHolderInsuree
C/R/U/D (4 authorities)
PolicyHolderUser
C/R/U/D (4 authorities)
Roles
The following roles need to be created or updated with the new authorities (new roles have * ):
SchemeClerk (Clerk)
PolicyHolder
C/R/U
PolicyHolderInsuree
C/R/U/D
Approve (TBC)
PolicyHolderUser
C/R/U/D
SchemeAdmin
PolicyHolder
C/R/U/D
PolicyHolderInsuree
C/R/U/D
Approve (TBC)
PolicyHolderContributionPlanSearch → 150101
Create → 150102
Update → 150103
Delete → 150104
PolicyHolderInsuree, the Prefix will be 1502
Search → 150201
Create → 150202
Update → 150203
Delete → 150204
Replace → 150206
PolicyHolderUser, the Prefix will be 1503
Search → 150301
Create → 150302
Update → 150303
Delete → 150304
Replace → 150306
PolicyHolderContributionPlanBundle, the Prefix will be 1504
Search → 150401
Create → 150402
Update → 150403
Delete → 150404
Replace → 150406
, the Prefix will be 1501
Roles
The following roles need to be created or updated with the new authorities (new roles have * ):
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SchemeClerk (Clerk)
PolicyHolder
C/R/U
PolicyHolderInsuree
C/R/U/D
Approve (TBC)
PolicyHolderUser
C/R/U/D
PolicyHolderClerk*SchemeAdmin
PolicyHolderInsureePolicyHolder
C/R/U/D
Models
PolicyHolderInsuree
C/R/U/D
Approve (TBC)
PolicyHolderContributionPlan
C/R/U/D
PolicyHolderUser
C/R/U/D
PolicyHolderClerk*
PolicyHolderInsuree
C/R/U
Models
mandatory fields have *
Technical fields have **
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Code (varchar 32)*
TradeName (varchar 256)*
LocationsUUID LocationsID (fk tblLocations)
Not limited to one level
Address (varchar/json 1024)
Phone (varchar 16)
Fax (varchar 16)
Email (varchar 256)
ContactName (varchar 1024/json)
LegalForm (configEnum:legalForm)
ActivityCode (configEnum:activity)
AccountancyAccount (varchar 64)?
bankAccount (varchar /json)PaymentReference (varchar ( validation: (^.+$))
PaymentReference (varchar 128)
PolicyHolderInsuree (HistoryBusinessModel)
Version (integer - to be used for optimistic locking)
PolicyHolderUUID (fk policyHolder)*
InsureeUUID InsureeID (fk Insuree)*
ContributionPlanBundleUUID (fk_contributionPlanBundle)
LastPolicyUUID LastPolicyID (fk Policy)
PolicyHolderContributionPlanBundle (HistoryBusinessModel)
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PolicyHolder search criteria
Code (string) with
icontains
field lookupTradename (string) with
icontains
field lookupLocation (4 Select, one per level)
LegalForm (configEnum:legalForm ) (Select)
ActivityCode (configEnum:activity) (Select)
DateValidFrom (dateToday by default) - Date pickerPicker
DateValidTo (date) - Date picker
The PolicyHolder result columns
Display name (Code - Tradename )
Location
LegalForm (Picker
checkbox to show deleted
Launch search button
reset search button
(nice to have in R4) search per insuree
(nice to have in R4) search per contribution plan bundle
The PolicyHolder result columns
Display name (Code - Tradename )
Location
LegalForm (configEnum:legalForm )
ActivityCode (configEnum:activity)
DateValidFrom (date)
DateValidTo (date)
Delete (Trash) and Edit (Pen) buttons at the end of the line (see Location module)
MaterialUI to add a policy holder by opening an empty PH card.
Double click or click on Edit button to update a PolicyHolder.
Backend Configuration
configEnum:legalForm
Personal Company
Limited Risk company
Association
Governement
Union
configEnum:ActivityCode
Retail
Industry
Building
Sailing
Services
The PolicyHolder card
General Information
Once a PolicyHolder view/update page opens from the search list, the "General information" section or tab is displayed with those fields (editable for the one with enough rights):
Code (varchar) (Mandatory, not editable once created)
TradeName (varchar) (Mandatory)
LocationsUUID (fk tblLocations) (Mandatory)
Search for location with Level - Code - Name (all strings)
Address (varchar/json): multiline Box String OR (Address line 1, line2 , post code, city)
Phone (varchar): string + configurable Regex for validation/constraint
Fax (varchar): + configurable Regex for validation/constraint
Email (varchar): + std email field validation
ContactName (varchar/json)
LegalForm (configEnum:legalForm )
ActivityCode (configEnum:activity)
AccountancyAccount (varchar) + configurable Regex for validation/constraint
?bankAccount (json)
PaymentReference (varchar) + configurable Regex for validation/constraint
DateValidFrom (date) (Mandatory)
DateValidTo (date)
The material (Save) UI button will save the changes
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).
This page or section could be in different form:
a tab in the PolicyHolder page
a dedicated page, access from the PolicyHolder page via a link that prefills PolicyHolder search criteria
a new "menu" that have the name of the PolicyHolder
PolicyHolder Users search criteria
option to show deleted user
date on which the user should be active
user search (contribution_fe ?)
PolicyHolder Users result column
...
(User name / firstname / lastname) Contribution of fe user module, Dropdown for new and value (or readonly dropdown preselected) for existing
...
DateValidFrom (date) (input field)
...
DateValidTo (date) (input field)
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[{ “value“: “1”,
“label“: {“en”: “Personal Company”,
“fr”:”Persone physique”}
}, {“value“: “2”,
“label“: { “en”: “Limited Risk Company”,
“fr”:”Société à risque limité”}
}, {“value“: “3”,
“label“: { “en”: “Association”,
“fr”:”Association”}
}, {“value“: “4”,
“label“: { “en”: “Government”,
“fr”:”Gouvernement”}
}, {“value“: “5”,
“label“: { “en”: “Union”,
“fr”:”Syndicat”}
}]
configEnum:ActivityCode
[{ “value“: “1”,
“label“: {“en”: “Retail”,
“fr”:”Vente au détails”}
}, {“value“: “2”,
“label“: { “en”: “Industry”,
“fr”:”Industrie”}
}, {“value“: “3”,
“label“: { “en”: “Building”,
“fr”:”Construction”}
}, {“value“: “4”,
“label“: { “en”: “Sailing”,
“fr”:”Maritime”}
}, {“value“: “5”,
“label“: { “en”: “Services”,
“fr”:”Services”}
}]
Phone
default :
Code Block "phoneValidation": { "regex": /^[0-9]*$/, "regexMsg": { "en": "Invalid phone number", "fr": "Numéro de téléphone invalide" } }
Fax
default:
Code Block "faxValidation", { "regex": /^[0-9]{8,9}$/, "regexMsg": { "en": "Invalid fax number", "fr": "Numéro de fax invalide" } }
PaymentReference
default:
Code Block "paymentReferenceValidation", { "regex": /.+/, "regexMsg": { "en": "Invalid payment reference", "fr": "Référence de payement invalide" } }
AccountancyAccount
default:
Code Block "accountancyAccountValidation", { "regex": /.+/, "regexMsg": { "en": "Invalid accountancy account", "fr": "Numéro de compte comptable invalide" } }
The PolicyHolder card
General Information
Once a PolicyHolder view/update page opens from the search list, the "General information" section or tab is displayed with those fields (editable for the one with enough rights):
Code (varchar) (Mandatory, not editable once created)
TradeName (varchar) (Mandatory)
LocationsUUID (fk tblLocations) - (location contribution_fe) (Mandatory)
Address (json): multiline TextInput
Phone (varchar): string + configurable Regex for validation/constraint
Fax (varchar): + configurable Regex for validation/constraint
Email (varchar): + std email field validation
Code Block "regex": /^[^\s@]+@[^\s@]+\.[^\s@]+$/, "regexMsg": { "en": "Invalid email", "fr": "Couriel invalide" }
ContactName (json)
LegalForm (configEnum:legalForm )
ActivityCode (configEnum:activity)
AccountancyAccount (varchar) + configurable Regex for validation/constraint
BankAccount (json)
PaymentReference (varchar) + configurable Regex for validation/constraint
DateValidFrom (date) (Mandatory)
DateValidTo (date)
The material (Save) UI button will save the changes, when no change are detected the same button should be greyed out
(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 page will link interactive (openIMIS) user to PolicyHolder, in order to allow them to access the PolicyHolder’s data on the PolicyHolder portal.
PolicyHolder Users search criteria
option to show deleted user
Launch search button
reset search button
DateValidFrom (Today by default)
DateValidTo
user search (contribution_fe ?)
PolicyHolder Users result column
(User name / firstname / lastname) Contribution of fe user module, Dropdown for new and value (or readonly dropdown preselected) for existing
DateValidFrom (date) (input field)
DateValidTo (date) (input field)
Delete button
It should be possible to sort the result per column in ASC or DESC order.
PolicyHolder Users create
A button on bottom right of the page. Clicking it results in a popup to add the user.
Fields:
User (User picker, required)
Policy Holder (Policy Holder picker, required)
Date Valid From (Date picker, required),
Date Valid To (Date picker)
PolicyHolder Users replace
All fields could be changed
PolicyHolder Users edit
All fields but the user could be changed
The material (Save) UI button will save all the changes made on the list.
Journal messages
Create: <UserLabel> is added on <PHlabel>
Delete: <UserLabel> is removed from<PHlabel>
Update: <UserLabel> - <PHlabel> is updated
Replace: <UserLabelNew> is replacing <UserLabelOld> on <PHlabel>
NTG done: PHUser tab in PH
tab showed if the user have the PHuser rights or the PHPortalUser right + link to PH in PHUser
PolicyHolder Insurees
This pages/section will link the PolicyHolder and a given insuree, and will enable the addition of data on that relationship (contribution plan bundle and calculation rules parameters).
This page or section could be in different form:
a tab in the Policyholder card
a dedicated page, access from the PolicyHolder card via a link that prefill PolicyHolder search criteria
a new "menu" that have the name of the PolicyHolder
PolicyHolder insuree search criteria
option to show deleted user
Launch search button
reset search button
insuree search (contribution_fe ?)
contribution plan bundle search (contribution_fe ?)
DateValidFrom (Today by default)
DateValidTo
PolicyHolder insuree result column
(Insuree data) contribution_fe insure module, Dropdown for new and value for existing
(contribution plan bundle data) contribution_fe "contribution plan bundle" module, “Dropdown of PHCPB" for new, and “value” for existing
(calculation data) contribution_fe "calculation/rules" module, (inputs fields)
DateValidFrom (date) (input field)
DateValidTo (date) (input field)
replace, edit and Delete button
It should be possible to sort the result per column in ASC or DESC order
PolicyHolder insuree create
mandatory fields
DateValidFrom
PolicyHolder insuree replace
All fields but insuree could be changed
PolicyHolder insuree edit
Only dateValidTo can be changed
An empty line at the top of the list with the add button in place of delete, once filled, new empty line should be displayednew empty line should be displayed.
Or a button will be on the top right of the table + a popup to add the insuree.
The material (Save) UI button will save all the changes made on the list.
PolicyHolder
...
Contribution plan bundle
This
...
page/section will link the CPB to PolicyHolder
...
, only CPB part of that list will selectable on the PHInsuree page/section
This page or section could be in different form:
a tab in the Policyholder card
a dedicated page, access from the PolicyHolder card via a link that prefill PolicyHolder search criteria
a new "menu" that have the name of the PolicyHolder
PolicyHolder
...
Contribution plan bundle search criteria
...
option to show deleted user
insuree search (contribution_fe ?)
contribution plan bundle search (contribution_fe ?)
PolicyHolder insuree result column
...
(Insuree data) contribution_fe insure module, Dropdown for new and value for existing
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(contribution plan bundle data) contribution_fe "contribution plan bundle" module, “Dropdown of PHCPB" for new, and “value” for existing
...
(calculation data) contribution_fe "calculation/rules" module, (inputs fields)
...
DateValidFrom (date) (input field)
...
DateValidTo (date) (input field)
...
Launch search button
reset search button
option to show inactive PHCPB
contribution plan bundle search (contribution_fe ?)
DateValidFrom (Today by default)
DateValidTo
PolicyHolder Contribution plan bundle result columns
(CPB data) contribution_fe CPB module, Dropdown for new and value for existing
(calculation data) contribution_fe "calculation/rules" module, (inputs fields, if any)
replace, edit and Delete button (TBC)
DateValidFrom
DateValidTo
It should be possible to sort the result per column in ASC or DESC order
PolicyHolder PHCPB create
All fields could be changed but the PH which is define by the parent page
CPB*
DateValidFrom*
DateValidTo
PolicyHolder PHCPB replace
All fields could be changed but the PH which is define by the parent page
CPB*
DateValidFrom*
DateValidTo
PolicyHolder PHCPB edit
Only dateValidTo can be changed
An empty line at the top of the list with the add button in place of delete, once filled, new empty line should be displayeddisplayed.>
Or a button will be on the top right of the table + a popup to add the PHCPB.
The material (Save) UI button will save all the changes made on the list.
PolicyHolder Contribution plan bundle
This page/section will link the CPB to PolicyHolder, only CPB part of that list will selectable on the PHuser page/section
This page or section could be in different form:
a tab in the Policyholder card
a dedicated page, access from the PolicyHolder card via a link that prefill PolicyHolder search criteria
a new "menu" that have the name of the PolicyHolder
PolicyHolder Contribution plan bundle search criteria
option to show inactive PHCPB
contribution plan bundle search (contribution_fe ?)
PolicyHolder Contribution plan bundle result columns
(CPB data) contribution_fe CPB module, Dropdown for new and value for existing
(calculation data) contribution_fe "calculation/rules" module, (inputs fields, if any)
replace and Delete button (TBC)
An empty line at the top of the list with the add button in place of delete, once filled, new empty line should be displayed.
The material (Save) UI button will save all the changes made on the list.all the changes made on the list.
PolicyHolder payment
Same filter As payment, only an addtionnal filter that will be hidden to have only payment with payment details that are linked to PHCPD when a Payment Query $
NTG done: PHPayment tab in PH
tab showed if the user have the PHPayment rights or the PHPortalPayment right + link to PH in PHUser
Solution
Idea to make this additionnal filter within the payment module (i.e the payment tab could be a contribution from payment)
implement “Dynamic“ parameter in the Query
adapt the payment payment query to be able take “dynamic“ filters (I hope this is possible), but don’t use it in the payment module BUT enable the “pre_query“ signals to add filters in the query set
in PH be module, register a signal on the payment “pre_query“, check if there is an PH uuid on the mutation “dynamic“ params, if it is the case and if the user have either the Payment right or (the payment portal right + have a link to PH in PH user table ) then add the filters to retrieve only payment with payment details that are linked to CPD link to PH contracts
the Payment module, should block the query if the user have no right or if there is no additional filter on the query
(Nice to have)in the contract be module, register a signal on the payment “pre_query“, check if there is a contract uuid on the query “dynamic“ params, if it is the case and if the user have either the Payment right or (the payment portal right + have a link to contract PH in PH user table ) then add the filters to retrieve only payment with payment details that are linked to CPD
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Link to other entities
place holder for other tab / link to search pages → those should be added by contribution_fe
1 tab from the contract module
a simple pre-filtered for the contract search → select/double click will lead to contract pages (in the contract scope)shows the contract for the PH
1 tab form the payment module (should haveNTHD):
a simple pre-filtered for shows the payment search → select/double click will lead to contribution pages (made by Bluesquare) TBD
related to the contract
3 tab from the policy module (Nice to have):
a simple pre-filtered tab for the contribution search → select/double click will lead to contribution pages (made by Bluesquare) TBDa simple pre-filtered for the policy search → select/double click will lead to contribution pages (made by Bluesquare) TBD
a tab for the policy search
a tab for the insureePolicy
Frontend Configuration
Get Backend Configuration for the dropdown/enums or duplicate it
configurable Regex for validation/constraint for the phone and FAX (Nice to haveNTHD)
plus message when the constraint is not respected (in different languages)
configurable Regex for validation/constraint for AccountancyAccount (Nice to have)
plus message when the constraint is not respected (in different languages)
configurable Regex for validation/constraint PaymentReference (Nice to have)
plus message when the constraint is not respected (in different languages)
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