Page Comparison

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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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• 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 (not deleted and today between dateValidFrom/TO)

• UC1-2: Add: PolicyHolder List > "Select" PolicyHolder > Insuree tab > 'add' insure > fill the details on the PolicyHolder insuree create popup > save

• UC1-3: Update (error): PolicyHolder List > "Select" PolicyHolder > Insuree tab > update the details on the PolicyHolder insuree 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> confirmation popup

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• 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 the details on 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

• UC11-5(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

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• Code (varchar 32)*

• TradeName (varchar 256)*

• LocationsID (fk tblLocations)

  • Not limited to one level

• Address (json 1024)

• Phone (varchar 16)

• Fax (varchar 16)

• Email (varchar 256)

• ContactName (json)

• LegalForm (configEnum:legalForm)

• ActivityCode (configEnum:activity)

• AccountancyAccount (varchar 64)

• ?bankAccount (json)( validation: (^.+$))

• PaymentReference (varchar 128)

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[{ “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”}
}]

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):

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Code (varchar) (Mandatory, not editable once created)

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TradeName (varchar) (Mandatory)

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LocationsUUID (fk tblLocations) - (location contribution_fe) (Mandatory)

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Address (json): multiline TextInput

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• 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]

  *$) for validation/constraint

• Fax (varchar): + configurable Regex for validation/constraint (for the testing we could use something like ^[1-9]{8,9}$)

• Email (varchar): + std email field validation

• ContactName (json)

• LegalForm (configEnum:legalForm )

• ActivityCode (configEnum:activity)

• AccountancyAccount (varchar) + configurable Regex (default Regex: ^.+$) for validation/constraint

• BankAccount (json)

• PaymentReference (varchar) + configurable Regex (default Regex: ^.+$) for validation/constraint

• DateValidFrom (date) (Mandatory)

• DateValidTo (date)

The material (Save) UI button will save the changes

(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.

PolicyHolder Users

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• • {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 pagePolicyholder card

• a dedicated page, access from the PolicyHolder page card via a link that prefills PolicyHolder prefill PolicyHolder search criteria

• a new "menu" that have the name of the PolicyHolder

PolicyHolder

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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

• 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

• 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 displayed.
Or a button will be on the top right of the table + a popup to add the user.

PolicyHolder Users replace

• All fields could be changed

PolicyHolder Users edit

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the table + a popup to add the insuree.

The material (Save) UI button will save all the changes made on the list.

PolicyHolder

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Contribution plan bundle

This

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page/section will link the CPB to PolicyHolder

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, 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

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Contribution plan bundle search criteria

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• Launch search button

• reset search buttoninsuree search (contribution_fe ?)

• option to show inactive PHCPB

• contribution plan bundle search (contribution_fe ?)

• DateValidFrom (Today by default)

• DateValidTo

PolicyHolder

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Contribution plan bundle result columns

• (Insuree CPB data) contributioncontribution_fe insure CPB 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” value for existing

• (calculation data) contribution_fe "calculation/rules" module, (inputs fields)

• DateValidFrom (date) (input field)

• DateValidTo (date) (input field)

• , 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

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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 but insuree could be changed but the PH which is define by the parent page

  • CPB*

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• • 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 displayed.>
Or a button will be on the top right of the table + a popup to add the insureePHCPB.

The material (Save) UI button will save all the changes made on the list.

PolicyHolder

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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

• 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)

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 displayed.>
Or a button will be on the top right of the table + a popup to add the PHCPB.

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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)

1. implement “Dynamic“ parameter in the Query

   1. 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

   2. 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

   3. the Payment module, should block the query if the user have no right or if there is no additional filter on the query

   4. (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 the payment search → select/double click will lead to contribution pages (made by Bluesquare) TBD

     2

    • shows the payment 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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