Page Comparison

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“isDeleted“ Policy holder cannot be updated

PolicyHolder Users

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This page will link interactive (openIMIS) user to PolicyHolder, in order to allow them to access the PolicyHolder’s data on the PolicyHolder portal

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PolicyHolder Users search criteria

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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>

PolicyHolder Insurees

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).

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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)

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• 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

     2

    • 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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